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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, Q1 2023

Institutional positions in Rafael Holdings, Inc. as of Mar 31, 2023. 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
45
+2 vs. Q4 2022
Shares held
2.56M
−132.9K (−4.9%) vs. Q4 2022
Total value
$3.96M
−$1.07M (−21.2%) vs. Q4 2022
New holders
7
9 more added
Sold out
5
12 more reduced

Compare with Q4 2022: 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 holdersQ1 2023: 45 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 heldQ1 2023: $3.96M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Rafael Holdings, Inc.; share changes are against Q4 2022.

Institutions holding RFL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co6$00.00%00.0%Unchanged
FNY Investment Advisers, LLC260$00.00%+20+8.3%Added
Quent Capital, LLC1$20.00%−9−90.0%Reduced
Harbour Investments, Inc.50$780.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co160$2480.00%00.0%Unchanged
Deutsche Bank AG325$5040.00%00.0%Unchanged
Point72 Asset Management, L.P.409$6340.00%+409New
CWM, LLC375$1.00K0.00%00.0%Unchanged
Citigroup Inc1,001$1.55K0.00%+1,000+100,000.0%Added
PFS Partners, LLC1,450$2.25K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,500$2.33K0.00%00.0%Unchanged
Meeder Asset Management Inc1,612$2.50K0.00%−530−24.7%Reduced
Wells Fargo & Company1,623$2.52K0.00%+1+0.1%Added
UBS Group AG1,877$2.91K0.00%−2,581−57.9%Reduced
The PNC Financial Services Group, Inc.2,000$3.10K0.00%00.0%Unchanged
Optimum Investment Advisors4,000$6.20K0.00%00.0%Unchanged
Cutler Group LP5,500$8.00K0.00%00.0%Unchanged
Morgan Stanley5,720$8.87K0.00%−1,086−16.0%Reduced
Bank of America Corp9,489$14.7K0.00%−45−0.5%Reduced
Cubist Systematic Strategies, LLC10,284$15.9K0.00%+10,284New
Tower Research Capital LLC (TRC)11,286$17.0K0.00%+11,286New
Advisor Group Holdings, Inc.11,400$17.7K0.00%+4,200+58.3%Added
Squarepoint Ops LLC14,612$22.6K0.00%+14,612New
Charles Schwab Investment Management Inc16,601$25.7K0.00%+16,601New
HRT Financial LP22,443$34.0K0.00%+22,443New
Atria Wealth Solutions, Inc.23,357$36.2K0.00%−3,050−11.5%Reduced
Integrated Wealth Concepts LLC25,116$39.0K0.00%+25,116New
Susquehanna International Group, LLP25,214$39.1K0.00%+11,119+78.9%Added
Price T Rowe Associates Inc29,321$46.0K0.00%00.0%Unchanged
Northern Trust Corp36,220$56.1K0.00%+5,781+19.0%Added
State Street Corp36,738$56.9K0.00%00.0%Unchanged
Marquette Asset Management, LLC49,256$76.3K0.02%00.0%Unchanged
Millennium Management LLC49,817$77.0K0.00%−26,561−34.8%Reduced
Old West Investment Management, LLC50,703$78.6K0.04%−11,338−18.3%Reduced
Bridgeway Capital Management, LLC51,656$80.1K0.00%00.0%Unchanged
Nantahala Capital Management, LLC72,678$112.7K0.01%00.0%Unchanged
Two Sigma Advisers, LP76,700$118.9K0.00%−800−1.0%Reduced
Two Sigma Investments, LP81,200$125.9K0.00%−3,300−3.9%Reduced
Geode Capital Management, LLC92,354$143.1K0.00%00.0%Unchanged
Citadel Advisors LLC103,421$160.3K0.00%+43,135+71.6%Added
Renaissance Technologies LLC186,683$289.0K0.00%+12,544+7.2%Added
BlackRock Inc.190,354$295.0K0.00%+879+0.5%Added
Kahn Brothers Group Inc279,534$433.7K0.06%−1,848−0.7%Reduced
Dimensional Fund Advisors LP422,975$655.6K0.00%−34,208−7.5%Reduced
Vanguard Group Inc550,237$852.9K0.00%00.0%Unchanged
New York Life Investment Management LLC0$00.00%−225,990−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−439−100.0%Sold out
FMR LLC0$00.00%−335−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−65−100.0%Sold out
IFP Advisors, Inc0$00.00%−100−100.0%Sold out