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 $12.74M in RFL holdings during the latest filing period.

Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of RFL tracked by InsiderSet, reporting ownership valued at approximately $4.48M in its June 30, 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 $2.81M, representing an estimated loss of -37.20% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed RFL value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Geode Capital Management, Llc, Blackrock, Inc., 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

41

Total Reported Value

$12.74M

Largest Holder

Vanguard Capital Management Llc

Largest Position

$4.48M

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

54

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Vanguard Capital Management Llc0.00%1,365,997$4,480,470$2,813,954-$1,666,516-37.20%
Geode Capital Management, Llc0.00%429,879$1,410,346$885,551-$524,795-37.21%
Blackrock, Inc.0.00%390,068$1,279,424$803,540-$475,884-37.20%
Dimensional Fund Advisors Lp0.00%278,910$914,749$574,555-$340,194-37.19%
Vanguard Fiduciary Trust Co0.00%206,521$677,389$425,433-$251,956-37.20%
Ieq Capital, Llc0.00%164,963$541,079$339,824-$201,255-37.20%
State Street Corp0.00%157,270$515,846$323,976-$191,870-37.20%
Kahn Brothers GroupThomas Graham, Alan, Irving Kahns0.08%150,493$493,617$310,016-$183,601-37.20%
Jane Street Group, Llc0.00%112,720$369,722$232,203-$137,519-37.20%
Wells Fargo & Company/Mn0.00%103,590$339,774$213,395-$126,379-37.19%
Northern Trust Corp0.00%88,602$290,614$182,520-$108,094-37.20%
Susquehanna International Group, Llp0.00%70,673$231,807$145,586-$86,221-37.20%
Renaissance Technologies LLCJim Simons0.00%59,815$196,193$123,219-$72,974-37.20%
Lpl Financial Llc0.00%55,770$182,926$114,886-$68,040-37.20%
Citadel Advisors Llc0.00%49,122$161,120$101,191-$59,929-37.20%
Cerity Partners Llc0.00%44,023$144,395$90,687-$53,708-37.19%
Americana Partners, Llc0.00%43,793$143,641$90,214-$53,427-37.20%
Wellington Shields Capital Management, Llc0.01%28,953$94,966$59,643-$35,323-37.20%
Virtu Financial Llc0.00%14,157$46,000$29,163-$16,837-36.60%
Morgan Stanley0.00%12,334$40,455$25,408-$15,047-37.19%
Simplex Trading, Llc0.00%12,082$39,628$24,889-$14,739-37.19%
Wealth Enhancement Advisory Services, Llc0.00%16,937$37,770$34,890-$2,880-7.62%
Point72 Asset Management, L.P.0.00%10,433$34,220$21,492-$12,728-37.19%
Vanguard Global Advisers, Llc0.00%7,763$25,463$15,992-$9,471-37.20%
Osaic Holdings, Inc.0.00%5,260$17,252$10,836-$6,416-37.19%
Ubs Group Ag0.00%3,891$12,763$8,015-$4,748-37.20%
Advocate Investing Services Llc0.00%1,849$6,065$3,809-$2,256-37.20%
Nfsg Corp0.00%1,500$4,920$3,090-$1,830-37.20%
Pfs Partners, Llc0.00%1,450$4,756$2,987-$1,769-37.20%
Group One Trading Llc0.00%865$2,837$1,782-$1,055-37.19%
Tower Research Capital Llc (Trc)0.00%427$1,401$880-$521-37.21%
Deutsche Bank Ag\0.00%325$1,066$670-$397-37.20%
Barclays Plc0.00%249$817$513-$304-37.22%
Corecap Advisors, Llc0.00%82$269$169-$100-37.20%
Jpmorgan Chase & Co0.00%62$196$128-$68-34.84%
Bogart Wealth, Llc0.00%50$164$103-$61-37.20%
Harbour Investments, Inc.0.00%50$164$103-$61-37.20%
Steward Partners Investment Advisory, Llc0.00%32$105$66-$39-37.22%
Caitong International Asset Management Co., Ltd0.00%10$33$21-$12-37.58%
Cwm, Llc0.00%8$10$16+$6+64.80%
Citigroup Inc0.00%1$3$2-$1-31.33%
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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.