Rocky Mountain Chocolate Factory Ownership | Who Owns Rocky Mountain Chocolate Factory?
Rocky Mountain Chocolate Factory Ownership Summary
Rocky Mountain Chocolate Factory is owned by 38.10% institutional investors, 32.61% insiders, and 29.30% retail investors. Global value investment is the largest institutional shareholder, holding 23.29% 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 | 38.10% | 32.61% | 29.30% |
Sector | Consumer Defensive Stocks | 35.68% | 16.68% | 47.64% |
Industry | Confectionery Stocks | 38.93% | 17.69% | 43.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Global value investment | 1.78M | 23.29% | $4.29M |
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 | 0.53% | $98.10K |
Susquehanna group, llp | 20.47K | 0.33% | $45.04K |
Bridgeway capital management | 21.07K | 0.28% | $50.77K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Global value investment | 1.78M | 4.55% | $4.29M |
Leverty financial group | 40.37K | 0.05% | $98.10K |
Salvus wealth management | 15.39K | 0.02% | $37.41K |
Cachetech | 17.74K | 0.01% | $42.75K |
Redmond asset management | 11.04K | 0.01% | $26.82K |
Bridgeway capital management | 21.07K | 0.00% | $50.77K |
Renaissance | 314.22K | 0.00% | $763.56K |
Fintrust capital advisors | 200.00 | 0.00% | $440.00 |
Fmr | 579.37K | 0.00% | $1.40M |
Dimensional fund advisors lp | 101.64K | 0.00% | $244.94K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Global value investment | 1.78M | 4.55% | 1.78M |
Ubs group | 170.91K | 0.00% | 125.77K |
Susquehanna group, llp | 20.47K | - | 20.47K |
Cachetech | 17.74K | 0.01% | 17.74K |
Geode capital management | 47.28K | - | 4.77K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
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 |
Bank of america corp /de/ | 40.00 | - | -1.15K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Global value investment | 1.78M | 4.55% | 1.78M | $4.29M |
Susquehanna group, llp | 20.47K | - | 20.47K | $45.04K |
Cachetech | 17.74K | 0.01% | 17.74K | $42.75K |
Sold Out
Holder | Change |
---|---|
Advisor group | -600.00 |
Ridgewood investments | -2.98K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Mar 31, 2024 | 20 | -9.09% | 1,450,001 | -1.18% | 23 | 4.24% | 8 | -20.00% | 3 | - |
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 Total Stock Mkt Idx Inv | 128.66K | 1.66% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 97.46K | 1.25% | - |
DFA US Micro Cap I | 65.29K | 0.84% | - |
Fidelity LowPriced Stock Commingled Pl A | 56.93K | 0.74% | -9.71K |
Fidelity Extended Market Index | 31.09K | 0.40% | - |
Bridgeway Ultra-Small Company Market | 20.47K | 0.27% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 22, 2025 | GEYGAN JEFFREY RICHART | Interim CEO | Buy | $21.36K |
Jul 22, 2025 | GLOBAL VALUE INVESTMENT CORP. | - | Buy | $21.36K |
Oct 28, 2024 | GEYGAN JEFFREY RICHART | Interim CEO | Buy | $18.70K |
Oct 29, 2024 | GEYGAN JEFFREY RICHART | Interim CEO | Buy | $121.44K |
Oct 29, 2024 | GLOBAL VALUE INVESTMENT CORP. | - | Buy | $121.44K |
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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