Rocky Mountain Chocolate Factory Ownership | Who Owns Rocky Mountain Chocolate Factory?

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Rocky Mountain Chocolate Factory Ownership Summary

Rocky Mountain Chocolate Factory is owned by 11.48% institutional investors, 23.11% insiders, and 65.41% retail investors. Global value investment is the largest institutional shareholder, holding 23.15% of RMCF shares. GVIC Total Return Value Strategy is the top mutual fund, with 12.76% of its assets in Rocky Mountain Chocolate Factory shares.

RMCF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Rocky Mountain Chocolate Factory	11.48%	23.11%	65.41%
Sector	Consumer Defensive Stocks	33.19%	16.40%	50.41%
Industry	Confectionery Stocks	36.65%	16.65%	46.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Global value investment	1.80M	23.15%	$2.87M
Fmr	579.37K	7.58%	$1.40M
Renaissance	281.92K	3.61%	$535.65K
American capital advisory	134.87K	1.73%	$303.45K
Drw securities	123.77K	1.59%	$235.17K
Vanguard group	97.46K	1.25%	$185.17K
Thompson davis	95.56K	1.23%	$215.00K
Dimensional fund advisors lp	94.76K	1.21%	$213.20K
Geode capital management	52.59K	0.67%	$99.95K
Leverty financial group	40.37K	0.52%	$90.83K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Global value investment	1.80M	4.66%	$2.87M
Thompson davis	95.56K	0.14%	$215.00K
American capital advisory	134.87K	0.12%	$303.45K
Salvus wealth management	23.57K	0.03%	$53.03K
4wealth advisors	16.23K	0.03%	$35.53K
Leverty financial group	40.37K	0.02%	$90.83K
Cachetech	17.74K	0.01%	$39.91K
Drw securities	123.77K	0.01%	$235.17K
Gsa capital partners llp	13.72K	0.00%	$31.00K
Renaissance	281.92K	0.00%	$535.65K

Top Buyers

Holder	Shares	% Assets	Change
Drw securities	123.77K	0.01%	123.77K
Thompson davis	95.56K	0.14%	95.56K
American capital advisory	134.87K	0.12%	64.11K
Vanguard fiduciary trust	30.51K	-	30.51K
Global value investment	1.80M	4.66%	24.70K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	281.92K	0.00%	-16.30K
Bridgeway capital management	12.50K	0.00%	-12.07K
Redmond asset management	-	-	-11.04K
Wealthedge investment advisors	-	-	-10.13K
Blackrock	4.44K	-	-7.61K

New Positions

Holder	Shares	% Assets	Change	Value
Drw securities	123.77K	0.01%	123.77K	$235.17K
Thompson davis	95.56K	0.14%	95.56K	$215.00K
Vanguard fiduciary trust	30.51K	-	30.51K	$68.64K
Susquehanna group, llp	20.47K	-	20.47K	$45.04K
Gsa capital partners llp	13.72K	0.00%	13.72K	$31.00K

Sold Out

Holder	Change
Jpmorgan chase	-4.00
Barclays	-10.00
Advisornet financial	-21.00
Advisor group	-600.00
Citigroup	-1.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	16	-33.33%	895,567	-65.60%	11	1.03%	7	-12.50%	2	-71.43%
Sep 30, 2025	23	-	2,579,615	-9.42%	33	2.45%	8	166.67%	7	-22.22%
Jun 30, 2025	22	-12.00%	2,830,204	-2.81%	36	2.52%	3	-70.00%	9	50.00%
Mar 31, 2025	25	8.70%	2,912,117	-16.36%	38	1.84%	10	25.00%	6	-25.00%
Dec 31, 2024	17	-10.53%	1,648,396	14.05%	21	4.62%	5	-	7	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
GVIC Total Return Value Strategy	969.23K	12.76%	67.04K
Fidelity Low-Priced Stock	305.32K	3.97%	-85.47K
GVIC Concentrated Equity Value Strategy	332.86K	3.57%	72.88K
Vanguard US Total Market Shares ETF	128.66K	1.67%	-
Fidelity LowPriced Stock Commingled Pl A	56.93K	0.74%	-9.71K
Vanguard Institutional Extnd Mkt Idx Tr	66.95K	0.72%	-
Vanguard Total Stock Mkt Idx Inv	45.18K	0.58%	-55.43K
DFA US Micro Cap I	50.68K	0.54%	-
Fidelity Extended Market Index	42.30K	0.45%	12.05K
Bridgeway Ultra-Small Company Market	20.47K	0.26%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 04, 2026	Harper Allen C	-	Sell	$122.50K
May 01, 2026	Harper Allen C	-	Sell	$87.95K
May 04, 2026	American Heritage Railways, Inc.	-	Sell	$122.50K
May 01, 2026	American Heritage Railways, Inc.	-	Sell	$87.95K
Feb 19, 2026	Harper Allen C	-	Sell	$5.24K

Insider Transactions Trends

Date	Buy	Sell
2027 Q3	1	-
2024 Q3	1	1
2024 Q2	-	-
2024 Q1	24	2
2023 Q4	35	-

RMCF Ownership FAQ

Who Owns Rocky Mountain Chocolate Factory?

Rocky Mountain Chocolate Factory shareholders are primarily institutional investors at 11.48%, followed by 23.11% insiders and 65.41% retail investors. The average institutional ownership in Rocky Mountain Chocolate Factory's industry, Confectionery Stocks, is 36.65%, which Rocky Mountain Chocolate Factory falls below.

Who owns the most shares of Rocky Mountain Chocolate Factory?

Rocky Mountain Chocolate Factory’s largest shareholders are Global value investment (1.8M shares, 23.15%), Fmr (579.37K shares, 7.58%), and Renaissance (281.92K shares, 3.61%). Together, they hold 34.34% of Rocky Mountain Chocolate Factory’s total shares outstanding.

Does Blackrock own Rocky Mountain Chocolate Factory?

BlackRock is not among the top 10 institutional shareholders of Rocky Mountain Chocolate Factory.

Who is Rocky Mountain Chocolate Factory’s biggest shareholder by percentage of total assets invested?

Global value investment is Rocky Mountain Chocolate Factory’s biggest shareholder by percentage of total assets invested, with 4.66% of its assets in 1.8M Rocky Mountain Chocolate Factory shares, valued at 2.87M$.

Who is the top mutual fund holder of Rocky Mountain Chocolate Factory shares?

GVIC Total Return Value Strategy is the top mutual fund holder of Rocky Mountain Chocolate Factory shares, with 12.76% of its total shares outstanding invested in 969.23K Rocky Mountain Chocolate Factory shares.

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