Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RFL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 442K | $553K | -0.8% | 1.204% | 0.00% |
| 2 | BlackRock, Inc. | 366K | $457K | +11.6% | 0.995% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 279K | $349K | +0.1% | 0.759% | 0.00% |
| 4 | IEQ CAPITAL, LLC | 190K | $237K | -54.0% | 0.517% | 0.00% |
| 5 | WELLS FARGO & COMPANY/MN | 103K | $129K | -1.1% | 0.281% | 0.00% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 89K | $111K | +59.1% | 0.243% | 0.00% |
| 7 | NORTHERN TRUST CORP | 84K | $105K | 0.0% | 0.229% | 0.00% |
| 8 | STATE STREET CORP | 62K | $78K | 0.0% | 0.169% | 0.00% |
| 9 | KAHN BROTHERS GROUP INC /DE/ | 59K | $73K | -1.2% | 0.159% | 0.01% |
| 10 | LPL Financial LLC | 56K | $71K | -1.7% | 0.153% | 0.00% |
| 11 | JANE STREET GROUP, LLC | 45K | $56K | -31.8% | 0.123% | 0.00% |
| 12 | Cerity Partners LLC | 45K | $56K | -0.0% | 0.122% | 0.00% |
| 13 | Americana Partners, LLC | 44K | $55K | 0.0% | 0.119% | 0.00% |
| 14 | XTX Topco Ltd | 31K | $38K | +7.5% | 0.084% | 0.00% |
| 15 | Wellington Shields Capital Management, LLC | 26K | $33K | +93.9% | 0.071% | 0.00% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23K | $29K | — | 0.063% | 0.00% |
| 17 | ADVISOR GROUP HOLDINGS, INC. | 21K | $26K | +1842.8% | 0.057% | 0.00% |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19K | $23K | -29.8% | 0.051% | 0.00% |
| 19 | Causey Wealth LLC | 13K | $17K | — | 0.034% | 0.00% |
| 20 | MORGAN STANLEY | 10K | $12K | 0.0% | 0.027% | 0.00% |
| 21 | Tower Research Capital LLC (TRC) | 2K | $3K | -78.2% | 0.006% | 0.00% |
| 22 | UBS Group AG | 2K | $2K | -50.8% | 0.005% | 0.00% |
| 23 | Advocate Investing Services LLC | 2K | $2K | 0.0% | 0.005% | 0.00% |
| 24 | Newbridge Financial Services Group, Inc. | 2K | $2K | 0.0% | 0.004% | 0.00% |
| 25 | PFS Partners, LLC | 1K | $2K | 0.0% | 0.004% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RFL — a direct measure of their conviction.
Filings activity in RFL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 39 | 9.3% | 3.06% | 2.54 pp | $3M | 45% |
| Q4 2025 | 43 | 10% | 5.60% | 1.00 pp | $5M | 15% |
| Q3 2025 | 48 | +0.0% | 6.60% | 1.05 pp | $5M | 14% |
| Q2 2025 | 48 | +17% | 7.65% | +0.56 pp | $6M | +7.9% |
| Q1 2025 | 41 | +5.1% | 7.09% | 192.90 pp | $6M | 99% |
| Q4 2024 | 39 | +15% | 199.99% | +194.50 pp | $707M | +15521% |
| Q3 2024 | 34 | 19% | 5.49% | +1.20 pp | $5M | +28% |
| Q2 2024 | 42 | — | 4.29% | — | $4M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RFL stock.
Based on Q1 2026 13F filings, institutional ownership of Rafael Holdings, Inc. stands at 3.1%, held across 39 reporting institutions.
GEODE CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of RFL, with approximately 442,404 shares worth $0.00B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of RFL, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for RFL is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in RFL during Q1 2026, while 9 fully exited. 24 added to existing positions and 6 trimmed.
RFL institutional ownership fell by 2.54 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 85.8% of all reported 13F value in RFL, and the top 25 account for 99.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Rafael Holdings, Inc. (RFL) Institutional Ownership