Security Snapshot

Rafael Holdings, Inc. - Class B Common Stock, par value $0.01 per share (RFL) Institutional Ownership

CUSIP: 75062E106

13F Institutional Holders and Ownership History from Q1 2018 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

41

Shares (Excl. Options)

3,510,666

Price

$1.25

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Type / Class
Equity / Class B Common Stock, par value $0.01 per share
Symbol
RFL on NYSE
Shares outstanding
51,721,810
Price per share
$1.30
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
3,510,666
Total reported value
$4,387,062
% of total 13F portfolios
0%
Share change
-208,237
Value change
-$256,973
Number of holders
41
Price from insider filings
$1.30
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • RFL - Rafael Holdings, Inc. - Class B Common Stock, par value $0.01 per share is tracked under CUSIP 75062E106.
  • 41 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 40 to 41 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,660,370 to $4,387,062.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 41 institutions filings for Q1 2026.

Open SEC Evidence

Security key

75062E106

Latest holder period

Q1 2026

13F holders

41

13D/G owners

2

CIK / CUSIP context first

Significant Owners of Rafael Holdings, Inc. - Class B Common Stock, par value $0.01 per share (RFL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
JONAS HOWARD S 28% $19,977,032 14,688,994 Howard S. Jonas 05 Jun 2025
i9 PLUS, LLC 7% $4,918,346 3,616,431 I9 Plus, LLC 05 Jun 2025

As of 31 Mar 2026, 41 institutional investors reported holding 3,510,666 shares of Rafael Holdings, Inc. - Class B Common Stock, par value $0.01 per share (RFL). This represents 6.8% of the company’s total 51,721,810 outstanding shares.

Institutional Holders of Rafael Holdings, Inc. - Class B Common Stock, par value $0.01 per share (RFL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,510,666 $4,387,062 -$256,973 $1.25 41
2025 Q4 3,947,786 $4,660,370 -$103,757 $1.18 40
2025 Q3 4,016,192 $5,462,408 +$382,703 $1.36 44
2025 Q2 3,683,934 $6,375,346 +$862,083 $1.73 44
2025 Q1 3,151,917 $5,894,141 +$1,459,940 $1.87 38
2024 Q4 2,378,560 $3,938,802 -$608,803 $1.65 32
2024 Q3 2,360,579 $4,579,673 -$160,826 $1.94 30
2024 Q2 2,512,378 $3,618,542 -$391,142 $1.44 39
2024 Q1 2,775,210 $4,772,772 +$50,623 $1.72 41
2023 Q4 2,740,820 $4,912,855 +$385,418 $1.83 41
2023 Q3 2,509,556 $4,769,178 -$945,469 $1.90 40
2023 Q2 2,757,933 $6,229,364 +$912,831 $2.09 42
2023 Q1 2,557,250 $3,962,839 -$277,126 $1.55 42
2022 Q4 2,689,027 $5,029,366 -$495,392 $1.87 40
2022 Q3 2,954,547 $5,316,237 -$4,386,434 $1.80 36
2022 Q2 5,334,556 $9,974,779 -$3,532,031 $1.87 47
2022 Q1 7,354,197 $18,461,568 -$6,987,942 $2.51 67
2021 Q4 9,597,875 $48,947,487 -$18,549,725 $5.10 64
2021 Q3 8,763,950 $269,593,037 +$119,541,964 $30.73 76
2021 Q2 4,848,055 $247,530,739 -$9,927,164 $51.05 69
2021 Q1 5,054,987 $200,772,085 +$78 $39.92 67
2020 Q4 5,218,780 $121,701,502 -$2,894,655 $23.32 52
2020 Q3 5,325,463 $82,830,640 -$2,584,121 $15.50 44
2020 Q2 5,493,175 $78,933,887 +$574,572 $14.37 48
2020 Q1 5,455,119 $69,928,732 +$1,186,073 $12.81 39
2019 Q4 5,346,179 $95,978,331 -$1,245,128 $17.84 43
2019 Q3 5,362,967 $112,403,876 +$656,784 $20.96 46
2019 Q2 5,301,537 $152,408,346 +$17,596,950 $28.75 53
2019 Q1 4,796,308 $60,671,189 +$2,675,167 $12.65 42
2018 Q4 4,670,844 $37,037,132 -$426,002 $7.93 39
2018 Q3 4,718,025 $39,633,927 +$55,583 $8.40 48
2018 Q2 4,702,066 $43,214,408 -$4,698,876 $9.19 50
2018 Q1 5,587,338 $27,084,921 +$27,072,921 $4.85 65
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