Rand CapitalRAND

13F holders, Q4 2025 (December 31)
10holders +3
2new positions
1sold out
$11.45avg. 13F price*

At the end of Q4 2025, 10 institutions reported holding Rand Capital Corp. (RAND) in their 13F filings, up 3 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were O'shaughnessy Asset Management, LLC ($220K), Courier Capital LLC ($175K) and Shufro Rose & Co. LLC ($159K).

Company
Rand Capital Corp.
CUSIP
752185207
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 7Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 11Q1 2025Q2 2025: 9Q2 2025Q3 2025: 7Q3 2025Q4 2025: 10Q4 2025Q1 2026: 6Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$127K
Exits1$10K

All 13F filers, Q3 2025 → Q4 2025: 13,780 shares bought and 5,488 shares sold, net +8,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

O'shaughnessy Asset Management, LLC 0.00% Add +15.9% 18,851 $220K
Courier Capital LLC 0.01% No change 15,382 $175K
Shufro Rose & Co. LLC 0.01% No change 14,000 $159K
Ritholtz Wealth Management 0.00% New 11,089 $126K
Bullock Wealth Management Group 0.00% — 642 $7K
UBS Group AG 0.00% Reduce -92.0% 424 $5K
JPMorgan Chase & Co. 0.00% New 101 $1K
Harbour Investments, Inc. 0.00% No change 7 $81
Morgan Stanley 0.00% No change 1 $17
Wells Fargo & Company 0.00% Add +0.0% 1 $10

"% of holder's portfolio" is RAND's weight in each manager's 13F, not the share of Rand Capital Corp. the manager owns.