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 36.56% institutional investors, 29.94% insiders, and 33.50% retail investors. Global value investment is the largest institutional shareholder, holding 22.96% 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


TypeName% Inst% Insiders% Retail
StockRocky Mountain Chocolate Factory36.56%29.94%33.50%
SectorConsumer Defensive Stocks 51.48%16.38%32.14%
IndustryConfectionery Stocks56.97%17.74%25.30%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Global value investment1.78M22.96%$2.54M
Fmr579.37K7.58%$1.40M
Renaissance314.22K4.11%$763.56K
Vanguard group226.12K2.96%$544.95K
Ubs group170.91K2.24%$415.31K
Dimensional fund advisors lp101.64K1.33%$244.94K
Geode capital management47.28K0.62%$114.00K
Leverty financial group40.37K0.52%$56.92K
Susquehanna group, llp20.47K0.33%$45.04K
Allworth financial lp23.50K0.30%$33.60K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Global value investment1.78M3.67%$2.54M
Leverty financial group40.37K0.02%$56.92K
Salvus wealth management15.39K0.01%$21.71K
Cachetech17.74K0.01%$42.75K
Redmond asset management11.04K0.00%$15.56K
Renaissance314.22K0.00%$763.56K
Bridgeway capital management21.07K0.00%$50.77K
Allworth financial lp23.50K0.00%$33.60K
Fintrust capital advisors200.000.00%$440.00
Fmr579.37K0.00%$1.40M

Top Buyers

HolderShares% AssetsChange
Ubs group170.91K0.00%125.77K
Susquehanna group, llp20.47K-20.47K
Cachetech17.74K0.01%17.74K
Geode capital management47.28K-4.77K
Citadel advisors15.84K-4.34K

Top Sellers

HolderShares% AssetsChange
Global value investment1.78M3.67%-8.09K
Blackrock4.44K--7.61K
Ridgewood investments---2.98K
Renaissance314.22K0.00%-2.76K
Dimensional fund advisors lp101.64K0.00%-2.47K

New Positions

HolderShares% AssetsChangeValue
Susquehanna group, llp20.47K-20.47K$45.04K
Cachetech17.74K0.01%17.74K$42.75K

Sold Out

HolderChange
Jpmorgan chase-4.00
Advisor group-600.00
Ridgewood investments-2.98K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202522-12.00%2,830,204-2.81%362.52%3-70.00%950.00%
Mar 31, 2025258.70%2,912,117-16.36%381.84%1025.00%6-25.00%
Dec 31, 202417-10.53%1,648,39614.05%214.62%5-7-
Sep 30, 202419-13.64%1,445,369-2.66%213.88%5-37.50%7-
Jun 30, 20242210.00%1,484,8732.40%234.46%8-7133.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
GVIC Total Return Value Strategy969.23K12.76%67.04K
Fidelity Low-Priced Stock305.32K3.97%-85.47K
GVIC Concentrated Equity Value Strategy142.50K1.88%16.18K
Vanguard US Total Market Shares ETF128.66K1.67%-
Vanguard Institutional Extnd Mkt Idx Tr66.95K0.86%-30.51K
DFA US Micro Cap I65.29K0.84%-
Fidelity LowPriced Stock Commingled Pl A56.93K0.74%-9.71K
Vanguard Total Stock Mkt Idx Inv45.18K0.58%-55.43K
Fidelity Extended Market Index31.09K0.40%-
Bridgeway Ultra-Small Company Market20.47K0.26%-

Recent Insider Transactions


DateNameRoleActivityValue
Jul 22, 2025GEYGAN JEFFREY RICHART Interim CEOBuy$21.36K
Jul 22, 2025GLOBAL VALUE INVESTMENT CORP.-Buy$21.36K
Oct 28, 2024GEYGAN JEFFREY RICHART Interim CEOBuy$18.70K
Oct 29, 2024GEYGAN JEFFREY RICHART Interim CEOBuy$121.44K
Oct 29, 2024GLOBAL VALUE INVESTMENT CORP.-Buy$121.44K

Insider Transactions Trends


DateBuySell
2027 Q31-
2024 Q311
2024 Q2--
2024 Q1242
2023 Q435-

RMCF Ownership FAQ


Who Owns Rocky Mountain Chocolate Factory?

Rocky Mountain Chocolate Factory shareholders are primarily institutional investors at 36.55%, followed by 29.94% insiders and 33.50% retail investors. The average institutional ownership in Rocky Mountain Chocolate Factory's industry, Confectionery Stocks, is 56.97%, 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 (1.78M shares, 22.96%), Fmr (579.37K shares, 7.58%), and Renaissance (314.22K shares, 4.11%). Together, they hold 34.65% 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 3.67% of its assets in 1.78M Rocky Mountain Chocolate Factory shares, valued at 2.54M$.

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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