RAFAEL HOLDINGS INC-CLASS B (RFL) Institutional Shareholders

RAFAEL HOLDINGS INC-CLASS B (RFL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.57M in RFL holdings during the latest filing period.

Geode Capital Management, Llc is currently the largest disclosed institutional shareholder of RFL tracked by InsiderSet, reporting ownership valued at approximately $553,126 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $827,295.48, representing an estimated gain of +49.57% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed RFL value among the investors covered in this analysis. Major shareholders include Geode Capital Management, Llc, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in RAFAEL HOLDINGS INC-CLASS B (RFL).

This page ranks the largest institutional RFL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

39

Total Reported Value

$2.57M

Largest Holder

Geode Capital Management, Llc

Largest Position

$553,126

Insider Transactions (90d)

4

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Geode Capital Management, Llc0.00%442,404$553,126$827,295+$274,169+49.57%
Blackrock, Inc.0.00%365,618$457,023$683,706+$226,683+49.60%
Dimensional Fund Advisors Lp0.00%278,910$348,622$521,562+$172,940+49.61%
Ieq Capital, Llc0.00%189,960$237,450$355,225+$117,775+49.60%
Wells Fargo & Company/Mn0.00%103,351$129,188$193,266+$64,078+49.60%
Renaissance Technologies LLCJim Simons0.00%89,138$111,423$166,688+$55,265+49.60%
Northern Trust Corp0.00%84,014$105,018$157,106+$52,088+49.60%
State Street Corp0.00%62,170$77,713$116,258+$38,545+49.60%
Kahn Brothers GroupThomas Graham, Alan, Irving Kahns0.01%58,557$73,196$109,502+$36,306+49.60%
Lpl Financial Llc0.00%56,420$70,525$105,505+$34,980+49.60%
Jane Street Group, Llc0.00%45,045$56,306$84,234+$27,928+49.60%
Cerity Partners Llc0.00%44,732$55,915$83,649+$27,734+49.60%
Americana Partners, Llc0.00%43,793$54,741$81,893+$27,152+49.60%
Causey Wealth Llc0.01%25,124$38,816$46,982+$8,166+21.04%
Xtx Topco Ltd0.00%30,742$38,428$57,488+$19,060+49.60%
Wealth Enhancement Advisory Services, Llc0.00%16,937$37,770$31,672-$6,098-16.14%
Wellington Shields Capital Management, Llc0.00%26,000$32,500$48,620+$16,120+49.60%
Susquehanna International Group, Llp0.00%23,278$29,098$43,530+$14,432+49.60%
Osaic Holdings, Inc.0.00%21,060$26,325$39,382+$13,057+49.60%
Citadel Advisors Llc0.00%10,581$13,226$19,786+$6,560+49.60%
Morgan Stanley0.00%9,808$12,261$18,341+$6,080+49.59%
Pfs Partners, Llc0.00%1,450$4,756$2,712-$2,045-42.99%
Tower Research Capital Llc (Trc)0.00%2,071$2,589$3,873+$1,284+49.59%
Ubs Group Ag0.00%1,937$2,421$3,622+$1,201+49.62%
Advocate Investing Services Llc0.00%1,849$2,311$3,458+$1,147+49.62%
Nfsg Corp0.00%1,500$1,875$2,805+$930+49.60%
Quent Capital, Llc0.00%466$583$871+$288+49.47%
Deutsche Bank Ag\0.00%325$406$608+$202+49.69%
Corecap Advisors, Llc0.00%82$269$153-$116-43.00%
Simplex Trading, Llc0.00%137$171$256+$85+49.82%
Bogart Wealth, Llc0.00%50$164$94-$71-42.99%
Harbour Investments, Inc.0.00%50$63$94+$31+48.41%
Steward Partners Investment Advisory, Llc0.00%32$40$60+$20+49.60%
Advisory Services Network, Llc0.00%24$30$45+$15+49.60%
Virtu Financial Llc0.00%13,579$17$25,393+$25,376+149269.00%
Hrt Financial Lp0.00%10,278$12$19,220+$19,208+160065.50%
Cwm, Llc0.00%8$10$15+$5+49.60%
Bnp Paribas Financial Markets0.00%6$8$11+$3+40.25%
Citigroup Inc0.00%1$1$2+$1+87.00%

Frequently asked questions about RFL

  • Who owns the most RFL stock?

    The largest holders of RFL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RAFAEL HOLDINGS INC-CLASS B (RFL).

  • Is RFL widely held by superinvestors?

    Many widely followed stocks like RFL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFL is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.