Skip to main content

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 2025

Institutional positions in Rafael Holdings, Inc. as of Sep 30, 2025. 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
50
+1 vs. Q2 2025
Shares held
4.03M
+332.4K (+9.0%) vs. Q2 2025
Total value
$5.48M
−$917.6K (−14.3%) vs. Q2 2025
New holders
7
17 more added
Sold out
6
9 more reduced

Compare with Q2 2025: 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 2025: 50 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 2025: $5.48M
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 2025

Shares, value and share of portfolio for each institution holding Rafael Holdings, Inc.; share changes are against Q2 2025.

Institutions holding RFL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC34$00.00%−18,708−99.8%Reduced
CWM, LLC8$00.00%00.0%Unchanged
FNY Investment Advisers, LLC100$00.00%+60+150.0%Added
Covestor Ltd8$00.00%00.0%Unchanged
Royal Bank of Canada17$00.00%+17New
Citigroup Inc1$10.00%−4,373−100.0%Reduced
BNP Paribas Arbitrage, SA6$80.00%00.0%Unchanged
Advisory Services Network, LLC24$330.00%+24New
Steward Partners Investment Advisory, LLC32$440.00%00.0%Unchanged
Harbour Investments, Inc.50$680.00%00.0%Unchanged
FMR LLC71$970.00%+71New
CoreCap Advisors, LLC82$1120.00%00.0%Unchanged
American Capital Advisory, LLC97$1320.00%+97New
Deutsche Bank AG325$4420.00%00.0%Unchanged
National Bank of Canada705$9590.00%00.0%Unchanged
PFS Partners, LLC1,450$1.97K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,500$2.04K0.00%00.0%Unchanged
Barclays PLC1,602$2.18K0.00%+1,601+160,100.0%Added
UBS Group AG2,537$3.45K0.00%00.0%Unchanged
Optimum Investment Advisors4,000$5.44K0.00%00.0%Unchanged
Bank of America Corp6,166$8.39K0.00%+4,629+301.2%Added
Jones Financial Companies LLLP6,538$8.89K0.00%+2,919+80.7%Added
Morgan Stanley10,038$13.7K0.00%−5,963−37.3%Reduced
JPMorgan Chase & Co11,093$15.1K0.00%+10,927+6,582.5%Added
Causey Wealth LLC12,562$17.1K0.01%00.0%Unchanged
Wellington Shields Capital Management, LLC13,408$18.2K0.00%+2,408+21.9%Added
Goldman Sachs Group Inc15,901$21.6K0.00%+15,901New
Advisor Group Holdings, Inc.16,084$23.5K0.00%−8,040−33.3%Reduced
Two Sigma Securities, LLC17,335$23.6K0.00%+7,044+68.4%Added
Wealth Enhancement Advisory Services, LLC21,474$28.1K0.00%+4,271+24.8%Added
HRT Financial LP23,776$32.0K0.00%+7,411+45.3%Added
Susquehanna International Group, LLP29,251$39.8K0.00%+964+3.4%Added
Founders Fund VI Management, LLC38,784$52.7K0.05%00.0%Unchanged
Cerity Partners LLC42,769$58.2K0.00%−1,317−3.0%Reduced
Americana Partners, LLC43,793$59.6K0.00%00.0%Unchanged
XTX Topco Ltd45,283$61.6K0.00%+45,283New
LPL Financial LLC57,420$78.1K0.00%+23,230+67.9%Added
State Street Corp62,170$84.6K0.00%00.0%Unchanged
Citadel Advisors LLC72,584$98.7K0.00%+56,235+344.0%Added
Renaissance Technologies LLC76,431$103.9K0.00%+46,600+156.2%Added
Jane Street Group, LLC83,607$113.7K0.00%+83,607New
Northern Trust Corp84,476$114.9K0.00%+23,786+39.2%Added
Wells Fargo & Company103,392$140.6K0.00%+79,907+340.2%Added
Kahn Brothers Group Inc158,674$215.8K0.04%−2,358−1.5%Reduced
Founders Fund V Management, LLC169,451$230.5K8.03%00.0%Unchanged
Dimensional Fund Advisors LP298,227$405.6K0.00%−38,899−11.5%Reduced
BlackRock, Inc.322,323$438.4K0.00%−71,703−18.2%Reduced
Geode Capital Management, LLC355,449$483.5K0.00%−95,690−21.2%Reduced
Ieq Capital, LLC423,087$575.4K0.00%+199,055+88.9%Added
Vanguard Group Inc1,394,726$1.90M0.00%+133,024+10.5%Added
Cable Car Capital LLC0$00.00%−100,000−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−29,321−100.0%Sold out
Marshall Wace, LLP0$00.00%−28,700−100.0%Sold out
Captrust Financial Advisors0$00.00%−10,036−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,145−100.0%Sold out
Raymond James Financial Inc0$00.00%−450−100.0%Sold out