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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, Q4 2021

Institutional positions in Rafael Holdings, Inc. as of Dec 31, 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
68
−10 vs. Q3 2021
Shares held
9.60M
+883.9K (+10.1%) vs. Q3 2021
Total value
$49.0M
−$219.1M (−81.7%) vs. Q3 2021
New holders
21
20 more added
Sold out
31
17 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 68 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 heldQ4 2021: $49.0M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Rafael Holdings, Inc.; share changes are against Q3 2021.

Institutions holding RFL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Park West Asset Management LLC1,285,714$6.56M0.19%−692,536−35.0%Reduced
Morgan Stanley938,948$4.79M0.00%+853,976+1,005.0%Added
Vanguard Group Inc747,275$3.81M0.00%+31,786+4.4%Added
J. Goldman & Co LP685,456$3.50M0.32%+685,456New
BlackRock Inc.633,948$3.23M0.00%+21,955+3.6%Added
Dimensional Fund Advisors LP609,939$3.11M0.00%−91,543−13.0%Reduced
Newtyn Management, LLC571,428$2.91M0.77%−334,625−36.9%Reduced
Old West Investment Management, LLC428,881$2.19M1.30%−203,970−32.2%Reduced
Two Sigma Investments, LP320,503$1.64M0.00%+299,906+1,456.1%Added
Cadian Capital Management, LP285,714$1.46M0.08%−96,216−25.2%Reduced
Great Point Partners LLC285,714$1.46M0.33%00.0%Unchanged
Deep Track Capital, LP285,714$1.46M0.11%+285,714New
Kahn Brothers Group Inc283,007$1.44M0.20%−28,728−9.2%Reduced
Two Sigma Advisers, LP265,000$1.35M0.00%+265,000New
State Street Corp229,527$1.17M0.00%+54,455+31.1%Added
Bank of America Corp213,420$1.09M0.00%+207,709+3,637.0%Added
Marshall Wace, LLP175,966$896.0K0.00%+175,966New
Geode Capital Management, LLC165,059$841.0K0.00%−1,387−0.8%Reduced
Millennium Management LLC154,243$787.0K0.00%+101,050+190.0%Added
Northern Trust Corp110,447$564.0K0.00%−2,697−2.4%Reduced
Goldman Sachs Group Inc93,149$475.0K0.00%−101,964−52.3%Reduced
Empery Asset Management, LP80,000$408.0K0.85%+80,000New
JPMorgan Chase & Co76,560$390.0K0.00%+56,261+277.2%Added
Ikarian Capital, LLC72,515$370.0K0.11%+72,515New
Citadel Advisors LLC71,153$363.0K0.00%−38,938−35.4%Reduced
Jane Street Group, LLC63,600$324.0K0.00%+63,600New
Parametric Portfolio Associates LLC43,168$220.0K0.00%+34,681+408.6%Added
Group One Trading, L.P.37,364$191.0K0.00%+37,364New
Renaissance Technologies LLC36,931$188.0K0.00%−208,900−85.0%Reduced
Bank of New York Mellon Corp31,516$161.0K0.00%+1,273+4.2%Added
Ameriprise Financial Inc31,650$161.0K0.00%+31,650New
Price T Rowe Associates Inc29,931$153.0K0.00%+29,931New
Cubist Systematic Strategies, LLC25,913$132.0K0.00%+25,913New
Charles Schwab Investment Management Inc25,195$129.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP23,190$118.0K0.01%+23,190New
PDT Partners, LLC23,001$117.0K0.01%+23,001New
Wells Fargo & Company17,789$91.0K0.00%+16,867+1,829.4%Added
SG3 Management, LLC12,900$66.0K0.01%+12,900New
Virtu Financial LLC11,869$61.0K0.01%+11,869New
Jump Financial, LLC11,600$59.0K0.00%−77−0.7%Reduced
Allspring Global Investments Holdings, LLC11,307$57.0K0.00%+11,307New
Rhumbline Advisers11,065$56.0K0.00%00.0%Unchanged
PEAK6 Investments LLC9,938$51.0K0.00%+1,534+18.3%Added
Tower Research Capital LLC (TRC)8,787$45.0K0.00%+4,337+97.5%Added
New York State Common Retirement Fund8,478$43.0K0.00%00.0%Unchanged
Deutsche Bank AG6,703$34.0K0.00%−39,598−85.5%Reduced
Cutler Group LP6,303$32.0K0.00%+6,303New
California State Teachers Retirement System5,533$28.0K0.00%00.0%Unchanged
UBS Group AG5,601$28.0K0.00%+813+17.0%Added
American International Group, Inc.5,179$26.0K0.00%−155−2.9%Reduced
Optimum Investment Advisors4,000$20.0K0.01%+3,000+300.0%Added
Advisor Group Holdings, Inc.2,680$14.0K0.00%+1,200+81.1%Added
Citigroup Inc2,464$13.0K0.00%+1,349+121.0%Added
The PNC Financial Services Group, Inc.2,263$12.0K0.00%+263+13.2%Added
STRS Ohio2,300$11.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,109$10.8K0.00%+407+23.9%Added
Royal Bank of Canada2,050$10.0K0.00%−836−29.0%Reduced
Captrust Financial Advisors1,696$9.00K0.00%+1,158+215.2%Added
Newbridge Financial Services Group, Inc.1,500$8.00K0.00%+1,500New
PFS Partners, LLC1,450$7.39K0.01%+1,450New
Legal & General Group Plc1,013$5.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.770$4.00K0.00%00.0%Unchanged
CWM, LLC375$2.00K0.00%+375New
Meeder Asset Management Inc211$1.00K0.00%−689−76.6%Reduced
Parallel Advisors, LLC41$00.00%−1,000−96.1%Reduced
Harbour Investments, Inc.50$00.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC65$00.00%00.0%Unchanged
IAG Wealth Partners, LLC93$00.00%+93New
Portolan Capital Management, LLC0$00.00%−123,980−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−122,710−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−98,671−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−84,500−100.0%Sold out
Adirondack Retirement Specialists, Inc.0$00.00%−56,040−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−50,000−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−44,075−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−36,000−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−26,868−100.0%Sold out
Diametric Capital, LP0$00.00%−22,771−100.0%Sold out
Soleus Capital Management, L.P.0$00.00%−21,742−100.0%Sold out
Jacob Asset Management of New York LLC0$00.00%−21,300−100.0%Sold out
Laurel Wealth Advisors, Inc.0$00.00%−15,884−100.0%Sold out
HRT Financial LP0$00.00%−12,193−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−11,841−100.0%Sold out
DuPont Capital Management Corp0$00.00%−9,600−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−8,700−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−7,013−100.0%Sold out
Signaturefd, LLC0$00.00%−6,953−100.0%Sold out
AQR Capital Management LLC0$00.00%−6,716−100.0%Sold out
Squarepoint Ops LLC0$00.00%−6,619−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,020−100.0%Sold out
MetLife Investment Management0$00.00%−4,127−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,036−100.0%Sold out
Caption Management, LLC0$00.00%−3,000−100.0%Sold out
New York State Teachers Retirement System0$00.00%−800−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−616−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−466−100.0%Sold out
FMR LLC0$00.00%−47−100.0%Sold out
Sandy Spring Bank0$00.00%−33−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−18−100.0%Sold out
Marshall Wace North America L.P.––––Not filed