RFL Institutional Ownership & Shareholders
RAFAEL HOLDINGS INC-CLASS B (RFL) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.37M, representing an estimated loss of -69.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
39
Total Reported Value
$12.54M
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
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 1,365,997 | $4,480,470 | $1,365,997 | -$3,114,473 | -69.51% | |
| Geode Capital Management, Llc | 0.00% | 429,879 | $1,410,346 | $429,879 | -$980,467 | -69.52% | |
| Blackrock, Inc. | 0.00% | 390,068 | $1,279,424 | $390,068 | -$889,356 | -69.51% | |
| Dimensional Fund Advisors Lp | 0.00% | 278,910 | $914,749 | $278,910 | -$635,839 | -69.51% | |
| Vanguard Fiduciary Trust Co | 0.00% | 206,521 | $677,389 | $206,521 | -$470,868 | -69.51% | |
| Ieq Capital, Llc | 0.00% | 164,963 | $541,079 | $164,963 | -$376,116 | -69.51% | |
| State Street Corp | 0.00% | 157,270 | $515,846 | $157,270 | -$358,576 | -69.51% | |
| Kahn Brothers Group | Thomas Graham, Alan, Irving Kahns | 0.08% | 150,493 | $493,617 | $150,493 | -$343,124 | -69.51% |
| Jane Street Group, Llc | 0.00% | 112,720 | $369,722 | $112,720 | -$257,002 | -69.51% | |
| Wells Fargo & Company/Mn | 0.00% | 103,590 | $339,774 | $103,590 | -$236,184 | -69.51% | |
| Northern Trust Corp | 0.00% | 88,602 | $290,614 | $88,602 | -$202,012 | -69.51% | |
| Susquehanna International Group, Llp | 0.00% | 70,673 | $231,807 | $70,673 | -$161,134 | -69.51% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 59,815 | $196,193 | $59,815 | -$136,378 | -69.51% |
| Lpl Financial Llc | 0.00% | 55,770 | $182,926 | $55,770 | -$127,156 | -69.51% | |
| Citadel Advisors Llc | 0.00% | 49,122 | $161,120 | $49,122 | -$111,998 | -69.51% | |
| Cerity Partners Llc | 0.00% | 44,023 | $144,395 | $44,023 | -$100,372 | -69.51% | |
| Wellington Shields Capital Management, Llc | 0.01% | 28,953 | $94,966 | $28,953 | -$66,013 | -69.51% | |
| Americana Partners, Llc | 0.00% | 43,793 | $57,807 | $43,793 | -$14,014 | -24.24% | |
| Virtu Financial Llc | 0.00% | 14,157 | $46,000 | $14,157 | -$31,843 | -69.22% | |
| Morgan Stanley | 0.00% | 12,334 | $40,455 | $12,334 | -$28,121 | -69.51% | |
| Simplex Trading, Llc | 0.00% | 12,082 | $39,628 | $12,082 | -$27,546 | -69.51% | |
| Point72 Asset Management, L.P. | 0.00% | 10,433 | $34,220 | $10,433 | -$23,787 | -69.51% | |
| Vanguard Global Advisers, Llc | 0.00% | 7,763 | $25,463 | $7,763 | -$17,700 | -69.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,937 | $25,067 | $16,937 | -$8,130 | -32.43% | |
| Osaic Holdings, Inc. | 0.00% | 5,260 | $17,252 | $5,260 | -$11,992 | -69.51% | |
| Ubs Group Ag | 0.00% | 3,891 | $12,763 | $3,891 | -$8,872 | -69.51% | |
| Group One Trading Llc | 0.00% | 865 | $2,837 | $865 | -$1,972 | -69.51% | |
| Advocate Investing Services Llc | 0.00% | 1,849 | $2,441 | $1,849 | -$592 | -24.25% | |
| Nfsg Corp | 0.00% | 1,500 | $1,980 | $1,500 | -$480 | -24.24% | |
| Pfs Partners, Llc | 0.00% | 1,450 | $1,914 | $1,450 | -$464 | -24.24% | |
| Tower Research Capital Llc (Trc) | 0.00% | 427 | $1,401 | $427 | -$974 | -69.52% | |
| Deutsche Bank Ag\ | 0.00% | 325 | $1,066 | $325 | -$741 | -69.51% | |
| Barclays Plc | 0.00% | 249 | $817 | $249 | -$568 | -69.52% | |
| Jpmorgan Chase & Co | 0.00% | 62 | $196 | $62 | -$134 | -68.37% | |
| Bogart Wealth, Llc | 0.00% | 50 | $164 | $50 | -$114 | -69.51% | |
| Harbour Investments, Inc. | 0.00% | 50 | $164 | $50 | -$114 | -69.51% | |
| Corecap Advisors, Llc | 0.00% | 82 | $108 | $82 | -$26 | -24.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 32 | $105 | $32 | -$73 | -69.52% | |
| Cwm, Llc | 0.00% | 8 | $10 | $8 | -$2 | -20.00% | |
| Citigroup Inc | 0.00% | 1 | $3 | $1 | -$2 | -66.67% |
Frequently asked questions about RFL
Who are the largest institutional holders of RFL?
The largest institutional holders of RFL reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Geode Capital Management, Llc, Blackrock, Inc., Dimensional Fund Advisors Lp, and Vanguard Fiduciary Trust Co. InsiderSet ranks institutional holders by their latest reported RFL position.
What is RFL institutional ownership?
This page tracks RFL positions reported by institutional investment managers through SEC Form 13F. RAFAEL HOLDINGS INC-CLASS B (RFL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFL?
InsiderSet currently tracks 39 institutional managers reporting RFL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RFL shareholders.
How much RFL stock do institutions own?
Institutional investment managers disclosed approximately $12.54M in RFL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFL institutional ownership last updated?
The latest RFL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RFL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RFL position after the reporting date.
Are institutions buying or selling RFL?
Institutional buying and selling can be analyzed by comparing RFL positions across consecutive 13F reporting periods. InsiderSet's RFL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFL ownership changes.
How has RFL institutional ownership changed over time?
InsiderSet tracks RFL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.