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Rafael Holdings, Inc.

RFL
Exchange
NYSE
Industry
Pharmaceutical Preparations
SEC CIK
0001713863

No open-market purchases or sales by Rafael Holdings, Inc. insiders were filed in the last 90 days; 42 institutions reported holding it in 13F filings for Q2 2026, worth $12.7M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Rafael Holdings, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
70
+1 vs. Q1 2021
Shares held
4.85M
−207.3K (−4.1%) vs. Q1 2021
Total value
$247.5M
+$46.7M (+23.3%) vs. Q1 2021
New holders
8
15 more added
Sold out
7
30 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RFL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 70 institutions
Q1 2021: 69 institutionsQ2 2021: 70 institutionsQ3 2021: 79 institutionsQ4 2021: 68 institutionsQ1 2022: 71 institutionsQ2 2022: 59 institutionsQ3 2022: 48 institutionsQ4 2022: 43 institutionsQ1 2023: 45 institutionsQ2 2023: 45 institutionsQ3 2023: 42 institutionsQ4 2023: 44 institutionsQ1 2024: 45 institutionsQ2 2024: 43 institutionsQ3 2024: 33 institutionsQ4 2024: 37 institutionsQ1 2025: 41 institutionsQ2 2025: 49 institutionsQ3 2025: 50 institutionsQ4 2025: 43 institutionsQ1 2026: 43 institutionsQ2 2026: 42 institutions
Value heldQ2 2021: $247.5M
Q1 2021: $200.8MQ2 2021: $247.5MQ3 2021: $269.6MQ4 2021: $49.0MQ1 2022: $18.5MQ2 2022: $9.98MQ3 2022: $5.33MQ4 2022: $5.03MQ1 2023: $3.96MQ2 2023: $5.71MQ3 2023: $4.77MQ4 2023: $4.91MQ1 2024: $4.77MQ2 2024: $3.62MQ3 2024: $4.58MQ4 2024: $3.94MQ1 2025: $5.89MQ2 2025: $6.40MQ3 2025: $5.48MQ4 2025: $4.66MQ1 2026: $4.39MQ2 2026: $12.7M
Institutions holding RFL and their total value by quarter
QuarterHoldersValue
Q2 202642$12.7M
Q1 202643$4.39M
Q4 202543$4.66M
Q3 202550$5.48M
Q2 202549$6.40M
Q1 202541$5.89M
Q4 202437$3.94M
Q3 202433$4.58M
Q2 202443$3.62M
Q1 202445$4.77M
Q4 202344$4.91M
Q3 202342$4.77M
Q2 202345$5.71M
Q1 202345$3.96M
Q4 202243$5.03M
Q3 202248$5.33M
Q2 202259$9.98M
Q1 202271$18.5M
Q4 202168$49.0M
Q3 202179$269.6M
Q2 202170$247.5M
Q1 202169$200.8M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Rafael Holdings, Inc.; share changes are against Q1 2021.

Institutions holding RFL in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP742,746$37.9M0.01%−941−0.1%Reduced
Vanguard Group Inc676,260$34.5M0.00%+48,680+7.8%Added
Old West Investment Management, LLC631,698$32.2M12.95%−21,117−3.2%Reduced
BlackRock Inc.626,195$32.0M0.00%−66,697−9.6%Reduced
Newtyn Management, LLC365,440$18.7M5.17%−11,277−3.0%Reduced
Kahn Brothers Group Inc314,053$16.0M2.30%−20,423−6.1%Reduced
Renaissance Technologies LLC289,131$14.8M0.02%−45,357−13.6%Reduced
State Street Corp170,493$8.70M0.00%+7,884+4.8%Added
Geode Capital Management, LLC165,596$8.45M0.00%+6,275+3.9%Added
GW&K Investment Management, LLC154,448$7.88M0.07%−17,202−10.0%Reduced
Northern Trust Corp117,706$6.01M0.00%+1,750+1.5%Added
Boothbay Fund Management, LLC47,757$2.44M0.10%+25,635+115.9%Added
Susquehanna International Group, LLP45,268$2.31M0.00%+13,749+43.6%Added
Quinn Opportunity Partners LLC44,075$2.25M0.14%00.0%Unchanged
Deutsche Bank AG40,836$2.08M0.00%+2,366+6.2%Added
Nuveen Asset Management, LLC37,036$1.89M0.00%−5,925−13.8%Reduced
Soleus Capital Management, L.P.36,742$1.88M0.29%−48,895−57.1%Reduced
Diametric Capital, LP30,724$1.57M1.13%−7,257−19.1%Reduced
Bank of New York Mellon Corp27,409$1.40M0.00%−4,995−15.4%Reduced
Charles Schwab Investment Management Inc24,597$1.26M0.00%+30+0.1%Added
Jacob Asset Management of New York LLC21,300$1.09M0.36%−1,200−5.3%Reduced
JPMorgan Chase & Co19,229$981.0K0.00%−11,743−37.9%Reduced
Prelude Capital Management, LLC19,162$978.0K0.05%−5,761−23.1%Reduced
Millennium Management LLC17,210$879.0K0.00%−9,270−35.0%Reduced
Morgan Stanley17,230$879.0K0.00%+9,493+122.7%Added
Laurel Wealth Advisors, Inc.16,413$838.0K0.11%−275−1.6%Reduced
Goldman Sachs Group Inc15,841$809.0K0.00%+5,356+51.1%Added
California State Teachers Retirement System13,405$684.0K0.00%−1,003−7.0%Reduced
Rhumbline Advisers10,843$554.0K0.00%−4,531−29.5%Reduced
Raymond James & Associates9,050$462.0K0.00%00.0%Unchanged
New York State Common Retirement Fund8,471$432.0K0.00%+76+0.9%Added
Parametric Portfolio Associates LLC8,209$419.0K0.00%−212−2.5%Reduced
Price T Rowe Associates Inc6,605$337.0K0.00%−702−9.6%Reduced
Stonnington Group, LLC5,800$336.0K0.07%00.0%Unchanged
State of Wisconsin Investment Board6,200$317.0K0.00%+6,200New
Manufacturers Life Insurance Company, The5,982$305.0K0.00%+251+4.4%Added
Citadel Advisors LLC5,773$295.0K0.00%+5,773New
American International Group, Inc.5,460$279.0K0.00%−107−1.9%Reduced
Bank of America Corp5,112$261.0K0.00%−11,453−69.1%Reduced
UBS Group AG4,750$242.0K0.00%−1,643−25.7%Reduced
Invesco Ltd.4,420$225.0K0.00%+4,420New
MetLife Investment Management4,127$210.7K0.00%00.0%Unchanged
Shikiar Asset Management Inc4,100$209.0K0.06%+4,100New
Metropolitan Life Insurance Co3,036$155.0K0.00%00.0%Unchanged
Royal Bank of Canada2,567$131.0K0.00%−50−1.9%Reduced
regents capital Ltd2,500$128.0K0.20%+2,500New
STRS Ohio2,300$117.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,000$102.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,880$96.0K0.00%+400+27.0%Added
Barclays PLC1,308$67.0K0.00%−6,676−83.6%Reduced
Legal & General Group Plc1,013$52.0K0.00%+202+24.9%Added
Meeder Asset Management Inc993$51.0K0.00%−220−18.1%Reduced
Optimum Investment Advisors1,000$51.0K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.930$47.0K0.00%00.0%Unchanged
Dorsey Wright & Associates906$46.0K0.01%00.0%Unchanged
Citigroup Inc839$43.0K0.00%−170−16.8%Reduced
New York State Teachers Retirement System800$41.0K0.00%00.0%Unchanged
Wells Fargo & Company712$36.0K0.00%−3,300−82.3%Reduced
Tower Research Capital LLC (TRC)714$36.0K0.00%+504+240.0%Added
Captrust Financial Advisors500$26.0K0.00%00.0%Unchanged
CWM, LLC375$19.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA346$17.7K0.00%−4,034−92.1%Reduced
O'Shaughnessy Asset Management, LLC147$8.00K0.00%00.0%Unchanged
Advisory Services Network, LLC100$5.00K0.00%+100New
Steward Partners Investment Advisory, LLC65$3.00K0.00%−50−43.5%Reduced
Harbour Investments, Inc.50$3.00K0.00%00.0%Unchanged
Parallel Advisors, LLC41$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.18$1.00K0.00%00.0%Unchanged
Ellevest, Inc.13$1.00K0.00%+13New
FMR LLC6$00.00%+6New
California Public Employees Retirement System0$00.00%−18,700−100.0%Sold out
HighTower Advisors, LLC0$00.00%−8,193−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−7,325−100.0%Sold out
Ergoteles LLC0$00.00%−5,108−100.0%Sold out
Spire Wealth Management0$00.00%−754−100.0%Sold out
Bank of Montreal0$00.00%−416−100.0%Sold out
Simplex Trading, LLC0$00.00%−100−100.0%Sold out