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Institutional Ownership · SEC Form 13F

Who owns Rafael Holdings, Inc. (RFL)


Which tracked institutional funds hold RFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RFL company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

44
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

1 tracked fund added or opened RFL while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RFL’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RFL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in RFL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 44 tracked filers holding RFL, 15 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RFL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • VANGUARD CAPITAL MANAGEMENT LLC$2M

Full exits 1

  • VANGUARD GROUP INC$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new1,259,911$2M21.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed442,404$553K7.4%2026-Q1
BlackRock, Inc. added365,618$457K6.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added278,910$349K4.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new204,955$256K3.4%2026-Q1
IEQ CAPITAL, LLC trimmed189,960$237K3.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed103,351$129K1.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added89,138$111K1.5%2026-Q1
NORTHERN TRUST CORP84,014$105K1.4%2026-Q1
STATE STREET CORP62,170$78K1.0%2026-Q1
KAHN BROTHERS GROUP INC trimmed58,557$73K1.0%2026-Q1
LPL Financial LLC trimmed56,420$71K0.9%2026-Q1
JANE STREET GROUP, LLC trimmed45,045$56K0.7%2026-Q1
Cerity Partners LLC trimmed44,732$56K0.7%2026-Q1
Americana Partners, LLC43,793$55K0.7%2026-Q1
XTX Topco Ltd added30,742$38K0.5%2026-Q1
Wellington Shields Capital Management, LLC added26,000$32K0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed23,278$29K0.4%2026-Q1
OSAIC HOLDINGS, INC. added21,060$26K0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed18,599$23K0.3%2026-Q1
Virtu Financial LLC added13,579$17K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed10,581$13K0.2%2026-Q1
MORGAN STANLEY9,808$12K0.2%2026-Q1
HRT FINANCIAL LP trimmed10,278$12K0.2%2026-Q1
Vanguard Global Advisers, LLC new7,763$10K0.1%2026-Q1
Tower Research Capital LLC (TRC) trimmed2,071$3K0.0%2026-Q1
UBS Group AG trimmed1,937$2K0.0%2026-Q1
Advocate Investing Services LLC1,849$2K0.0%2026-Q1
NFSG Corp1,500$2K0.0%2026-Q1
PFS Partners, LLC1,450$2K0.0%2026-Q1
Quent Capital, LLC added466$5830.0%2026-Q1
DEUTSCHE BANK AG\325$4060.0%2026-Q1
SIMPLEX TRADING, LLC added137$1710.0%2026-Q1
CoreCap Advisors, LLC82$1030.0%2026-Q1
JPMORGAN CHASE & CO62$760.0%2026-Q1
HARBOUR INVESTMENTS, INC.50$630.0%2026-Q1
Steward Partners Investment Advisory, LLC32$400.0%2026-Q1
Advisory Services Network, LLC24$300.0%2026-Q1
Caitong International Asset Management Co., Ltd new8$100.0%2026-Q1
CWM, LLC8$100.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS6$80.0%2026-Q1
CITIGROUP INC1$10.0%2026-Q1
Covestor Ltd80.0%2026-Q1
FNY Investment Advisers, LLC trimmed1000.0%2026-Q1
VANGUARD GROUP INC added1,493,277$2M23.5%2025-Q4 stale
Peapod Lane Capital LLC added336,393$629K8.4%2025-Q1 stale
Founders Fund V Management, LLC169,451$200K2.7%2025-Q4 stale
Cable Car Capital, LP new100,000$173K2.3%2025-Q2 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed36,656$69K0.9%2025-Q1 stale
PRICE T ROWE ASSOCIATES INC /MD/29,321$51K0.7%2025-Q2 stale
MARSHALL WACE, LLP added28,700$50K0.7%2025-Q2 stale
Founders Fund VI Management, LLC38,784$46K0.6%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP trimmed23,112$43K0.6%2025-Q1 stale
TWO SIGMA SECURITIES, LLC added17,335$24K0.3%2025-Q3 stale
GOLDMAN SACHS GROUP INC trimmed15,063$18K0.2%2025-Q4 stale
CAPTRUST FINANCIAL ADVISORS added10,036$17K0.2%2025-Q2 stale
Causey Wealth LLC12,562$17K0.2%2025-Q3 stale
JONES FINANCIAL COMPANIES LLLP6,538$8K0.1%2025-Q4 stale
OPTIMUM INVESTMENT ADVISORS4,000$5K0.1%2025-Q3 stale
RHUMBLINE ADVISERS2,866$5K0.1%2025-Q1 stale
BARCLAYS PLC added1,602$2K0.0%2025-Q3 stale
SVB WEALTH LLC new1,142$2K0.0%2025-Q1 stale
GROUP ONE TRADING LLC trimmed1,145$2K0.0%2025-Q2 stale
BANK OF AMERICA CORP /DE/ trimmed1,175$1K0.0%2025-Q4 stale
NATIONAL BANK OF CANADA /FI/705$9590.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new450$7790.0%2025-Q2 stale
American Capital Advisory, LLC97$1150.0%2025-Q4 stale
FMR LLC trimmed71$970.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale
ROYAL BANK OF CANADA trimmed170.0%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership