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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, Q3 2021

Institutional positions in Rafael Holdings, Inc. as of Sep 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
79
+11 vs. Q2 2021
Shares held
8.77M
+3.92M (+80.9%) vs. Q2 2021
Total value
$269.6M
+$22.2M (+9.0%) vs. Q2 2021
New holders
21
30 more added
Sold out
10
16 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 79 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 heldQ3 2021: $269.6M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Rafael Holdings, Inc.; share changes are against Q2 2021.

Institutions holding RFL in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Park West Asset Management LLC1,978,250$60.8M1.72%+1,978,250New
Newtyn Management, LLC906,053$27.8M7.43%+540,613+147.9%Added
Vanguard Group Inc715,489$22.0M0.00%+39,229+5.8%Added
Dimensional Fund Advisors LP701,482$21.6M0.01%−41,264−5.6%Reduced
Old West Investment Management, LLC632,851$19.4M8.52%+1,153+0.2%Added
BlackRock Inc.611,993$18.8M0.00%−14,202−2.3%Reduced
Cadian Capital Management, LP381,930$11.7M0.44%+381,930New
Kahn Brothers Group Inc311,735$9.58M1.35%−2,318−0.7%Reduced
Great Point Partners LLC285,714$8.78M2.08%+285,714New
Renaissance Technologies LLC245,831$7.55M0.01%−43,300−15.0%Reduced
Goldman Sachs Group Inc195,113$6.00M0.00%+179,272+1,131.7%Added
State Street Corp175,072$5.38M0.00%+4,579+2.7%Added
Geode Capital Management, LLC166,446$5.11M0.00%+850+0.5%Added
Portolan Capital Management, LLC123,980$3.81M0.28%+123,980New
GW&K Investment Management, LLC122,710$3.77M0.03%−31,738−20.5%Reduced
Northern Trust Corp113,144$3.48M0.00%−4,562−3.9%Reduced
Citadel Advisors LLC110,091$3.38M0.00%+104,318+1,807.0%Added
Susquehanna International Group, LLP98,671$3.03M0.00%+53,403+118.0%Added
Morgan Stanley84,972$2.61M0.00%+67,742+393.2%Added
SkyOak Wealth, LLC84,500$2.60M0.70%+84,500New
Adirondack Retirement Specialists, Inc.56,040$1.72M1.59%+56,040New
Millennium Management LLC53,193$1.64M0.00%+35,983+209.1%Added
Kestra Private Wealth Services, LLC50,000$1.54M0.09%+50,000New
Marshall Wace North America L.P.49,985$1.54M0.01%+49,985New
Deutsche Bank AG46,301$1.42M0.00%+5,465+13.4%Added
Quinn Opportunity Partners LLC44,075$1.35M0.09%00.0%Unchanged
Nuveen Asset Management, LLC36,000$1.33M0.00%−1,036−2.8%Reduced
Bank of New York Mellon Corp30,243$930.0K0.00%+2,834+10.3%Added
Prelude Capital Management, LLC26,868$826.0K0.05%+7,706+40.2%Added
Charles Schwab Investment Management Inc25,195$775.0K0.00%+598+2.4%Added
Diametric Capital, LP22,771$756.0K0.60%−7,953−25.9%Reduced
Soleus Capital Management, L.P.21,742$668.0K0.10%−15,000−40.8%Reduced
Jacob Asset Management of New York LLC21,300$655.0K0.24%00.0%Unchanged
Two Sigma Investments, LP20,597$633.0K0.00%+20,597New
JPMorgan Chase & Co20,299$624.0K0.00%+1,070+5.6%Added
Laurel Wealth Advisors, Inc.15,884$488.0K0.09%−529−3.2%Reduced
HRT Financial LP12,193$374.0K0.00%+12,193New
Boothbay Fund Management, LLC11,841$364.0K0.01%−35,916−75.2%Reduced
Jump Financial, LLC11,677$359.0K0.03%+11,677New
Rhumbline Advisers11,065$340.0K0.00%+222+2.0%Added
DuPont Capital Management Corp9,600$295.0K0.01%+9,600New
State of Wisconsin Investment Board8,700$267.0K0.00%+2,500+40.3%Added
New York State Common Retirement Fund8,478$261.0K0.00%+7+0.1%Added
Parametric Portfolio Associates LLC8,487$261.0K0.00%+278+3.4%Added
PEAK6 Investments LLC8,404$258.0K0.01%+8,404New
ExodusPoint Capital Management, LP7,013$216.0K0.00%+7,013New
Signaturefd, LLC6,953$214.0K0.01%+6,953New
AQR Capital Management LLC6,716$206.0K0.00%+6,716New
Squarepoint Ops LLC6,619$203.0K0.00%+6,619New
Bank of America Corp5,711$175.0K0.00%+599+11.7%Added
California State Teachers Retirement System5,533$170.0K0.00%−7,872−58.7%Reduced
American International Group, Inc.5,334$164.0K0.00%−126−2.3%Reduced
SG Americas Securities, LLC5,020$154.0K0.00%+5,020New
UBS Group AG4,788$147.0K0.00%+38+0.8%Added
Tower Research Capital LLC (TRC)4,450$137.0K0.00%+3,736+523.2%Added
MetLife Investment Management4,127$126.8K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,036$93.3K0.00%00.0%Unchanged
Caption Management, LLC3,000$92.0K0.01%+3,000New
Royal Bank of Canada2,886$88.0K0.00%+319+12.4%Added
STRS Ohio2,300$70.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,000$61.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,702$52.3K0.00%+1,356+391.9%Added
Advisor Group Holdings, Inc.1,480$45.0K0.00%−400−21.3%Reduced
Citigroup Inc1,115$34.0K0.00%+276+32.9%Added
Parallel Advisors, LLC1,041$32.0K0.00%+1,000+2,439.0%Added
Legal & General Group Plc1,013$31.0K0.00%00.0%Unchanged
Optimum Investment Advisors1,000$31.0K0.01%00.0%Unchanged
Wells Fargo & Company922$29.0K0.00%+210+29.5%Added
Meeder Asset Management Inc900$28.0K0.00%−93−9.4%Reduced
New York State Teachers Retirement System800$25.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.770$24.0K0.00%−160−17.2%Reduced
O'Shaughnessy Asset Management, LLC616$19.0K0.00%+469+319.0%Added
Captrust Financial Advisors538$17.0K0.00%+38+7.6%Added
Russell Investments Group, Ltd.466$14.0K0.00%+466New
Harbour Investments, Inc.50$2.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC65$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.18$1.00K0.00%00.0%Unchanged
FMR LLC47$1.00K0.00%+41+683.3%Added
Sandy Spring Bank33$1.00K0.00%+33New
Raymond James & Associates0$00.00%−9,050−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−6,605−100.0%Sold out
Stonnington Group, LLC0$00.00%−5,800−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−5,982−100.0%Sold out
Invesco Ltd.0$00.00%−4,420−100.0%Sold out
Shikiar Asset Management Inc0$00.00%−4,100−100.0%Sold out
Barclays PLC0$00.00%−1,308−100.0%Sold out
Dorsey Wright & Associates0$00.00%−906−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out
Ellevest, Inc.0$00.00%−13−100.0%Sold out
regents capital Ltd––––Not filed
CWM, LLC––––Not filed