Rafael Holdings Inc. Class BRFL
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 50 institutions reported holding Rafael Holdings Inc. Class B (RFL) in their 13F filings, up 1 from Q2 2025. 7 opened new positions and 6 sold out. The largest holders were Vanguard Group Inc. ($1.9M), Ieq Capital, LLC ($575K) and Geode Capital Management, LLC ($484K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Rafael Holdings Inc. Class B
- CUSIP
- 75062E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $197K |
| Exits | 6 | $294K |
All 13F filers, Q2 2025 → Q3 2025: 749,071 shares bought and 416,703 shares sold, net +332,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Vanguard Group Inc. | 0.00% | Add +10.5% | 1,394,726 | $1.9M |
| Ieq Capital, LLC | 0.00% | Add +88.8% | 423,087 | $575K |
| Geode Capital Management, LLC | 0.00% | Reduce -21.2% | 355,449 | $484K |
| BlackRock, Inc. | 0.00% | Reduce -18.2% | 322,323 | $438K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -11.5% | 298,227 | $406K |
| Founders Fund V Management, LLC | 8.03% | No change | 169,451 | $230K |
| Kahn Brothers Group Inc. | 0.04% | Reduce -1.5% | 158,674 | $216K |
| Wells Fargo & Company | 0.00% | Add +340.3% | 103,392 | $141K |
| Northern Trust Corp. | 0.00% | Add +39.2% | 84,476 | $115K |
| Jane Street Group, LLC | 0.00% | New | 83,607 | $114K |
| Renaissance Technologies | 0.00% | Add +156.2% | 76,431 | $104K |
| Citadel Advisors | 0.00% | Add +344.0% | 72,584 | $99K |
| State Street Corp. | 0.00% | No change | 62,170 | $85K |
| LPL Financial LLC | 0.00% | Add +67.9% | 57,420 | $78K |
| XTX Topco Ltd | 0.00% | New | 45,283 | $62K |
| Americana Partners, LLC | 0.00% | No change | 43,793 | $60K |
| Cerity Partners LLC | 0.00% | Reduce -3.0% | 42,769 | $58K |
| Founders Fund VI Management, LLC | 0.05% | — | 38,784 | $53K |
| Susquehanna International Group, LLP | 0.00% | Add +3.4% | 29,251 | $40K |
| HRT Financial LP | 0.00% | Add +45.3% | 23,776 | $32K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.8% | 21,474 | $28K |
| Two Sigma Securities, LLC | 0.00% | Add +68.5% | 17,335 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.3% | 16,084 | $24K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,901 | $22K |
| Wellington Shields Capital Management, LLC | 0.00% | Add +21.9% | 13,408 | $18K |
| Causey Wealth LLC | 0.01% | No change | 12,562 | $17K |
| JPMorgan Chase & Co. | 0.00% | Add +6582.5% | 11,093 | $15K |
| Morgan Stanley | 0.00% | Reduce -37.3% | 10,038 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +80.7% | 6,538 | $9K |
| Bank of America Corp. | 0.00% | Add +301.2% | 6,166 | $8K |
| Optimum Investment Advisors | 0.00% | No change | 4,000 | $5K |
| UBS Group AG | 0.00% | No change | 2,537 | $3K |
| Barclays PLC | 0.00% | Add +160100.0% | 1,602 | $2K |
| NFSG Corp | 0.00% | No change | 1,500 | $2K |
| PFS Partners, LLC | 0.00% | No change | 1,450 | $2K |
| National Bank of Canada | 0.00% | No change | 705 | $959 |
| Deutsche Bank AG | 0.00% | No change | 325 | $442 |
| American Capital Advisory, LLC | 0.00% | New | 97 | $132 |
| CoreCap Advisors, LLC | 0.00% | No change | 82 | $112 |
| FMR LLC | 0.00% | New | 71 | $97 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $68 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 32 | $44 |
| Advisory Services Network, LLC | 0.00% | New | 24 | $33 |
| BNP Paribas Financial Markets | 0.00% | No change | 6 | $8 |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 1 | $1 |
| Royal Bank of Canada | 0.00% | New | 17 | $0 |
| Simplex Trading, LLC | 0.00% | Reduce -99.8% | 34 | $0 |
| Cwm, LLC | 0.00% | No change | 8 | $0 |
| FNY Investment Advisers, LLC | 0.00% | Add +150.0% | 100 | $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.