Rafael Holdings Inc. Class BRFL
13F holders, Q1 2025 (March 31)41holders +4
11new positions
7sold out
1famous investor
$1.87avg. 13F price*
At the end of Q1 2025, 41 institutions reported holding Rafael Holdings Inc. Class B (RFL) in their 13F filings, up 4 from Q4 2024. 11 opened new positions and 7 sold out. The largest holders were Vanguard Group Inc. ($1.9M), Dimensional Fund Advisors LP ($633K) and Peapod Lane Capital LLC ($629K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $887K |
| Exits | 7 | $102K |
All 13F filers, Q4 2024 → Q1 2025: 934,916 shares bought and 162,183 shares sold, net +772,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Vanguard Group Inc. | 0.00% | Add +42.9% | 1,003,341 | $1.9M |
| Dimensional Fund Advisors LP | 0.00% | No change | 338,426 | $633K |
| Peapod Lane Capital LLC | 0.71% | Add +0.3% | 336,393 | $629K |
| Geode Capital Management, LLC | 0.00% | Add +49.5% | 260,960 | $488K |
| Ieq Capital, LLC | 0.00% | New | 238,878 | $447K |
| BlackRock, Inc. | 0.00% | Add +12.6% | 233,485 | $437K |
| Founders Fund V Management, LLC | 29.62% | New | 169,451 | $317K |
| Kahn Brothers Group Inc. | 0.06% | Reduce -3.1% | 162,292 | $303K |
| State Street Corp. | 0.00% | Add +30.1% | 60,284 | $113K |
| Cerity Partners LLC | 0.00% | Reduce -2.4% | 44,836 | $84K |
| Founders Fund VI Management, LLC | 100.00% | New | 38,784 | $73K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -29.0% | 36,656 | $69K |
| Northern Trust Corp. | 0.00% | Add +31.5% | 33,864 | $63K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.9% | 29,523 | $55K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 29,321 | $55K |
| Renaissance Technologies | 0.00% | Reduce -61.0% | 28,331 | $53K |
| Wells Fargo & Company | 0.00% | Add +1158.4% | 23,482 | $44K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.2% | 23,112 | $43K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,695 | $26K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.7% | 13,575 | $25K |
| LPL Financial LLC | 0.00% | New | 10,000 | $19K |
| Morgan Stanley | 0.00% | Add +13.1% | 6,284 | $12K |
| Optimum Investment Advisors | 0.00% | No change | 4,000 | $7K |
| Rhumbline Advisers | 0.00% | No change | 2,866 | $5K |
| UBS Group AG | 0.00% | Add +124.5% | 2,537 | $5K |
| Group One Trading LLC | 0.00% | New | 2,000 | $4K |
| NFSG Corp | 0.00% | No change | 1,500 | $3K |
| PFS Partners, LLC | 0.00% | No change | 1,450 | $3K |
| SVB Wealth LLC | 0.00% | New | 1,142 | $2K |
| Bank of America Corp. | 0.00% | Add +1.0% | 845 | $2K |
| Deutsche Bank AG | 0.00% | Add +47.1% | 325 | $608 |
| JPMorgan Chase & Co. | 0.00% | Add +126.0% | 113 | $211 |
| CoreCap Advisors, LLC | 0.00% | New | 81 | $151 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $94 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 32 | $59 |
| Barclays PLC | 0.00% | New | 1 | $2 |
| Citigroup Inc. | 0.00% | No change | 1 | $2 |
| BNP Paribas Financial Markets | 0.00% | New | 1 | $2 |
| Quent Capital, LLC | 0.00% | No change | 1 | $2 |
| Cwm, LLC | 0.00% | No change | 8 | $0 |
| Covestor Ltd | 0.00% | No change | 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.