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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 2023

Institutional positions in Rafael Holdings, Inc. as of Dec 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
44
+2 vs. Q3 2023
Shares held
2.74M
+231.5K (+9.2%) vs. Q3 2023
Total value
$4.91M
+$143.7K (+3.0%) vs. Q3 2023
New holders
4
12 more added
Sold out
2
9 more reduced

Compare with Q3 2023: 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 2023: 44 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 2023: $4.91M
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 2023

Shares, value and share of portfolio for each institution holding Rafael Holdings, Inc.; share changes are against Q3 2023.

Institutions holding RFL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc574,647$1.05M0.00%+11,419+2.0%Added
Dimensional Fund Advisors LP367,435$672.4K0.00%−5,371−1.4%Reduced
Kahn Brothers Group Inc272,066$497.8K0.08%−1,144−0.4%Reduced
Acuitas Investments, LLC322,372$487.2K0.26%+88,940+38.1%Added
Susquehanna International Group, LLP213,823$391.3K0.00%+190,329+810.1%Added
BlackRock Inc.191,715$350.8K0.00%+112+0.1%Added
Geode Capital Management, LLC118,620$217.1K0.00%00.0%Unchanged
Renaissance Technologies LLC103,248$189.0K0.00%+10,317+11.1%Added
Nantahala Capital Management, LLC72,678$133.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.61,800$113.1K0.00%+12,334+24.9%Added
Citadel Advisors LLC55,205$101.0K0.00%−17,370−23.9%Reduced
Bridgeway Capital Management, LLC51,656$94.5K0.00%00.0%Unchanged
Old West Investment Management, LLC50,367$92.2K0.05%00.0%Unchanged
Two Sigma Investments, LP49,084$89.8K0.00%−2,300−4.5%Reduced
Two Sigma Advisers, LP39,100$71.6K0.00%00.0%Unchanged
State Street Corp38,588$70.6K0.00%00.0%Unchanged
Price T Rowe Associates Inc29,321$54.0K0.00%00.0%Unchanged
Millennium Management LLC27,586$50.5K0.00%+2,778+11.2%Added
Northern Trust Corp26,867$49.2K0.00%−9,024−25.1%Reduced
Atria Wealth Solutions, Inc.18,180$33.3K0.00%−2,727−13.0%Reduced
Family Management Corp10,000$18.3K0.00%+10,000New
Bank of America Corp9,535$17.4K0.00%00.0%Unchanged
Cutler Group LP5,500$10.0K0.00%00.0%Unchanged
Morgan Stanley5,456$9.98K0.00%−228−4.0%Reduced
Optimum Investment Advisors4,000$7.32K0.00%00.0%Unchanged
Rhumbline Advisers3,304$6.04K0.00%00.0%Unchanged
Simplex Trading, LLC3,715$6.00K0.00%+3,715New
Tower Research Capital LLC (TRC)2,512$4.60K0.00%−658−20.8%Reduced
ADAR1 Capital Management, LLC2,364$4.33K0.00%+2,364New
The PNC Financial Services Group, Inc.2,000$3.66K0.00%00.0%Unchanged
Meeder Asset Management Inc1,612$2.95K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,500$2.75K0.00%00.0%Unchanged
PFS Partners, LLC1,450$2.65K0.00%00.0%Unchanged
Citigroup Inc1,001$1.83K0.00%00.0%Unchanged
UBS Group AG943$1.73K0.00%−100−9.6%Reduced
Wells Fargo & Company885$1.62K0.00%+7+0.8%Added
CWM, LLC383$1.00K0.00%+8+2.1%Added
Deutsche Bank AG221$4040.00%00.0%Unchanged
Harbour Investments, Inc.50$920.00%00.0%Unchanged
JPMorgan Chase & Co30$550.00%+13+76.5%Added
Quent Capital, LLC1$20.00%00.0%Unchanged
FNY Investment Advisers, LLC280$00.00%+60+27.3%Added
Covestor Ltd7$00.00%+2+40.0%Added
Royal Bank of Canada149$00.00%+149New
Marquette Asset Management, LLC0$00.00%−49,256−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−12,894−100.0%Sold out