Rocky Mountain Chocolate Factory Ownership | Who Owns Rocky Mountain Chocolate Factory?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Rocky Mountain Chocolate Factory | 36.56% | 29.94% | 33.50% |
| Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
| Industry | Confectionery Stocks | 56.97% | 17.74% | 25.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Global value investment | 1.78M | 22.96% | $2.54M |
| Fmr | 579.37K | 7.58% | $1.40M |
| Renaissance | 314.22K | 4.11% | $763.56K |
| Vanguard group | 226.12K | 2.96% | $544.95K |
| Ubs group | 170.91K | 2.24% | $415.31K |
| Dimensional fund advisors lp | 101.64K | 1.33% | $244.94K |
| Geode capital management | 47.28K | 0.62% | $114.00K |
| Leverty financial group | 40.37K | 0.52% | $64.19K |
| Susquehanna group, llp | 20.47K | 0.33% | $45.04K |
| Allworth financial lp | 23.50K | 0.30% | $33.60K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Global value investment | 1.78M | 3.67% | $2.54M |
| Salvus wealth management | 23.57K | 0.02% | $37.47K |
| Leverty financial group | 40.37K | 0.02% | $64.19K |
| Cachetech | 17.74K | 0.01% | $42.75K |
| Redmond asset management | 11.04K | 0.00% | $15.56K |
| Renaissance | 314.22K | 0.00% | $763.56K |
| Bridgeway capital management | 21.07K | 0.00% | $50.77K |
| Allworth financial lp | 23.50K | 0.00% | $33.60K |
| Fintrust capital advisors | 200.00 | 0.00% | $440.00 |
| Fmr | 579.37K | 0.00% | $1.40M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 170.91K | 0.00% | 125.77K |
| Susquehanna group, llp | 20.47K | - | 20.47K |
| Cachetech | 17.74K | 0.01% | 17.74K |
| Salvus wealth management | 23.57K | 0.02% | 8.17K |
| Geode capital management | 47.28K | - | 4.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global value investment | 1.78M | 3.67% | -8.09K |
| Blackrock | 4.44K | - | -7.61K |
| Ridgewood investments | - | - | -2.98K |
| Renaissance | 314.22K | 0.00% | -2.76K |
| Dimensional fund advisors lp | 101.64K | 0.00% | -2.47K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 20.47K | - | 20.47K | $45.04K |
| Cachetech | 17.74K | 0.01% | 17.74K | $42.75K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -4.00 |
| Advisor group | -600.00 |
| Ridgewood investments | -2.98K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2024 | 19 | -13.64% | 1,445,369 | -2.66% | 21 | 3.88% | 5 | -37.50% | 7 | - |
| Jun 30, 2024 | 22 | 10.00% | 1,484,873 | 2.40% | 23 | 4.46% | 8 | - | 7 | 133.33% |
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 | 142.50K | 1.88% | 16.18K |
| Vanguard US Total Market Shares ETF | 128.66K | 1.67% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 66.95K | 0.86% | -30.51K |
| DFA US Micro Cap I | 65.29K | 0.84% | - |
| Fidelity LowPriced Stock Commingled Pl A | 56.93K | 0.74% | -9.71K |
| Vanguard Total Stock Mkt Idx Inv | 45.18K | 0.58% | -55.43K |
| Fidelity Extended Market Index | 30.87K | 0.40% | -217.00 |
| Bridgeway Ultra-Small Company Market | 20.47K | 0.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 22, 2025 | GEYGAN JEFFREY RICHART | Interim CEO | Buy | $15.62K |
| Oct 21, 2025 | GEYGAN JEFFREY RICHART | Interim CEO | Buy | $24.08K |
| Oct 21, 2025 | GLOBAL VALUE INVESTMENT CORP. | - | Buy | $24.08K |
| Oct 22, 2025 | GLOBAL VALUE INVESTMENT CORP. | - | Buy | $15.62K |
| Oct 20, 2025 | GLOBAL VALUE INVESTMENT CORP. | - | Buy | $22.10K |
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
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