Rafael Holdings RFL Institutional Ownership

NYSE RFL

$2.16 +0.31 (+16.76%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

40 Institutions

Increased 12 30.0%

Unchanged 16 40.0%

Reduced 12 30.0%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

3.98%

▼-3.71 pp QoQ

Shares Held by Institutions

2.04Mn

of 51.23Mn outstanding

▼-7.23% QoQ

Shares Outstanding

51.23Mn

49.19Mn held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

-158.90K

distributed since last quarter

Value of Holdings

$3.81Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Rafael Holdings, Inc. (NYSE:RFL) has 40 institutional investors that have filed 13F reports for the period ending March 2026.

These investors collectively held 4.0% of Rafael Holdings's outstanding shares in March 2026, down from 7.7% in December 2025.
Their total shares held in RFL decreased -7.23% from the prior quarter, while the number of investors in Rafael Holdings decreased 2.44% year over year.
Among the 40 funds, 12 bought more Rafael Holdings shares, 12 sold down, and 16 held their ground.
Altogether, these fund groups held 2.04Mn shares in RFL by March 2026, down by 158.9K shares quarter on quarter, and down 1.14Mn shares year over year.
As of March 31, 2026, GEODE CAPITAL MANAGEMENT, LLC held the largest stake in Rafael Holdings with 442.4K shares, accounting for 0.86% of total shares outstanding.
Leading buyers of Rafael Holdings shares for the quarter ending March 2026 were BlackRock, Inc. (38.02K), RENAISSANCE TECHNOLOGIES LLC (33.11K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (23.28K), OSAIC HOLDINGS, INC. (19.98K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (18.6K).
The largest sales of RFL for the quarter ending March 2026 came from IEQ CAPITAL, LLC (222.87K), CITADEL ADVISORS LLC (30.82K), JANE STREET GROUP, LLC (20.98K), HRT FINANCIAL LP (18.0K), Tower Research Capital LLC (TRC) (7.43K).
Rafael Holdings's 10 largest shareholders as of March 2026 include GEODE CAPITAL MANAGEMENT, LLC (442.4K), BlackRock, Inc. (365.62K), DIMENSIONAL FUND ADVISORS LP (278.91K), IEQ CAPITAL, LLC (189.96K), Wells Fargo & Company/Mn (103.35K), RENAISSANCE TECHNOLOGIES LLC (89.14K), Northern Trust Corp (84.01K), State Street Corp (62.17K), KAHN BROTHERS GROUP INC (58.56K), LPL Financial LLC (56.42K) per Business Quant data.

Form 13F Holdings

40 Institutional Holders

Report period 31 Mar, 2026

Total shares held 2.04Mn

Of outstanding 3.98%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GEODE CAPITAL MANAGEMENT, LLC	0001214717	442,404	0.86%	▼3,462	-0.78%	$553.13K
2	BlackRock, Inc.	0002012383	365,618	0.71%	▲38,022	+11.61%	$457.02K
3	DIMENSIONAL FUND ADVISORS LP	0000354204	278,910	0.54%	▲406	+0.15%	$348.62K
4	IEQ CAPITAL, LLC	0001779789	189,960	0.37%	▼222,873	-53.99%	$237.45K
5	Wells Fargo & Company/Mn	0000072971	103,351	0.20%	▼1,139	-1.09%	$129.19K
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	89,138	0.17%	▲33,111	+59.10%	$111.42K
7	Northern Trust Corp	0000073124	84,014	0.16%	0	0.00%	$105.02K
8	State Street Corp	0000093751	62,170	0.12%	0	0.00%	$77.71K
9	KAHN BROTHERS GROUP INC	0001039565	58,557	0.11%	▼689	-1.16%	$73.20K
10	LPL Financial LLC	0001403438	56,420	0.11%	▼1,000	-1.74%	$70.53K
11	JANE STREET GROUP, LLC	0001595888	45,045	0.09%	▼20,975	-31.77%	$56.31K
12	Cerity Partners LLC	0001566475	44,732	0.09%	▼16	-0.04%	$55.92K
13	Americana Partners, LLC	0001797678	43,793	0.09%	0	0.00%	$54.74K
14	XTX Topco Ltd	0001828301	30,742	0.06%	▲2,150	+7.52%	$38.43K
15	Wellington Shields Capital Management, LLC	0001506071	26,000	0.05%	▲12,592	+93.91%	$32.50K
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	23,278	0.05%	▲23,278	0.00%	$29.10K
17	OSAIC HOLDINGS, INC.	0001677044	21,060	0.04%	▲19,976	+1,842.80%	$26.33K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0001632972	18,599	0.04%	▲18,599	0.00%	$22.69K
19	Virtu Financial LLC	0001533964	13,579	0.03%	▲759	+5.92%	$17
20	CITADEL ADVISORS LLC	0001423053	10,581	0.02%	▼30,822	-74.44%	$13.23K

Showing 1 to 20 of 40 holders