Rafael Holdings Inc. Class BRFL
13F holders, Q4 2024 (December 31)37holders +4
5new positions
3sold out
1famous investor
$1.66avg. 13F price*
At the end of Q4 2024, 37 institutions reported holding Rafael Holdings Inc. Class B (RFL) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($1.2M), Dimensional Fund Advisors LP ($558K) and Peapod Lane Capital LLC ($553K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Rafael Holdings Inc. Class B
- CUSIP
- 75062E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $25K |
| Exits | 3 | $547K |
All 13F filers, Q3 2024 → Q4 2024: 69,037 shares bought and 387,662 shares sold, net −318,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.4% | 702,160 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | No change | 338,426 | $558K |
| Peapod Lane Capital LLC | 0.55% | — | 335,219 | $553K |
| BlackRock, Inc. | 0.00% | Add +2.5% | 207,353 | $342K |
| Geode Capital Management, LLC | 0.00% | Add +17.9% | 174,561 | $288K |
| Kahn Brothers Group Inc. | 0.06% | Reduce -37.4% | 167,461 | $277K |
| Renaissance Technologies | 0.00% | Add +2.9% | 72,591 | $120K |
| Osaic Holdings, Inc. | 0.00% | Add +19.0% | 62,737 | $104K |
| Cerity Partners LLC | 0.00% | Reduce -1.1% | 45,929 | $89K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 51,656 | $85K |
| Marquette Asset Management, LLC | 0.01% | No change | 49,256 | $81K |
| State Street Corp. | 0.00% | Add +21.2% | 46,352 | $76K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 29,321 | $49K |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 25,757 | $42K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.1% | 23,885 | $39K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,806 | $23K |
| Family Manage LLC | 0.00% | No change | 10,000 | $17K |
| Morgan Stanley | 0.00% | Add +1.3% | 5,556 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 4,000 | $7K |
| Rhumbline Advisers | 0.00% | No change | 2,866 | $5K |
| Ofi Invest Asset Management | 0.00% | — | 2,000 | $3K |
| Wells Fargo & Company | 0.00% | Add +143.6% | 1,866 | $3K |
| NFSG Corp | 0.00% | New | 1,500 | $2K |
| PFS Partners, LLC | 0.00% | No change | 1,450 | $2K |
| UBS Group AG | 0.00% | Add +19.8% | 1,130 | $2K |
| Bank of America Corp. | 0.00% | Reduce -26.4% | 837 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.8% | 562 | $927 |
| Deutsche Bank AG | 0.00% | No change | 221 | $365 |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 50 | $83 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $83 |
| Citigroup Inc. | 0.00% | Reduce -99.7% | 1 | $2 |
| Quent Capital, LLC | 0.00% | No change | 1 | $2 |
| Royal Bank of Canada | 0.00% | New | 125 | $0 |
| Simplex Trading, LLC | 0.00% | New | 400 | $0 |
| Cwm, LLC | 0.00% | No change | 8 | $0 |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $0 |
| Covestor Ltd | 0.00% | Add +14.3% | 8 | $0 |
"% of holder's portfolio" is RFL's weight in each manager's 13F, not the share of Rafael Holdings Inc. Class B the manager owns.