​

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

OverviewRevenueFinancialsChartTranscripts

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

TypeName% Inst% Insiders% Retail
StockRocky Mountain Chocolate Factory11.48%23.11%65.41%
SectorConsumer Defensive Stocks 33.19%16.40%50.41%
IndustryConfectionery Stocks36.65%16.65%46.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Global value investment1.80M23.15%$2.87M
Fmr579.37K7.58%$1.40M
Renaissance281.92K3.61%$535.65K
Drw securities123.77K1.59%$235.17K
Wealthedge investment advisors102.14K1.31%$162.40K
Vanguard group97.46K1.25%$185.17K
Dimensional fund advisors lp84.18K1.08%$159.95K
American capital advisory70.76K0.91%$134.44K
Geode capital management52.59K0.67%$99.95K
Leverty financial group40.37K0.52%$76.70K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Global value investment1.80M4.66%$2.87M
Wealthedge investment advisors102.14K0.06%$162.40K
American capital advisory70.76K0.06%$134.44K
4wealth advisors19.86K0.03%$37.73K
Salvus wealth management23.57K0.03%$44.78K
Leverty financial group40.37K0.02%$76.70K
Drw securities123.77K0.01%$235.17K
Cachetech17.74K0.01%$28.21K
Renaissance281.92K0.00%$535.65K
Bridgeway capital management12.50K0.00%$19.88K

Top Buyers

HolderShares% AssetsChange
Drw securities123.77K0.01%123.77K
American capital advisory70.76K0.06%70.76K
Global value investment1.80M4.66%24.70K
Susquehanna group, llp20.47K-20.47K
Citadel advisors15.84K-4.34K

Top Sellers

HolderShares% AssetsChange
Ubs group---125.51K
Wealthedge investment advisors102.14K0.06%-18.30K
Renaissance281.92K0.00%-16.30K
Dimensional fund advisors lp84.18K--14.61K
Bridgeway capital management12.50K0.00%-12.07K

New Positions

HolderShares% AssetsChangeValue
Drw securities123.77K0.01%123.77K$235.17K
American capital advisory70.76K0.06%70.76K$134.44K
Susquehanna group, llp20.47K-20.47K$45.04K
Jones financial companies lllp100.00-100.00$163.00

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202516-33.33%895,567-65.60%111.03%7-12.50%2-71.43%
Sep 30, 202523-2,579,615-9.42%332.45%8166.67%7-22.22%
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-

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%-
Fidelity LowPriced Stock Commingled Pl A56.93K0.74%-9.71K
Vanguard Institutional Extnd Mkt Idx Tr66.95K0.72%-
Vanguard Total Stock Mkt Idx Inv45.18K0.58%-55.43K
DFA US Micro Cap I50.68K0.54%-
Fidelity Extended Market Index30.47K0.33%-
Bridgeway Ultra-Small Company Market20.47K0.26%-

Recent Insider Transactions

DateNameRoleActivityValue
Jan 16, 2026GEYGAN JEFFREY RICHART Interim CEOBuy$22.35K
Jan 16, 2026GLOBAL VALUE INVESTMENT CORP.-Buy$22.35K
Nov 04, 2025GEYGAN JEFFREY RICHART Interim CEOBuy$14.64K
Nov 04, 2025GLOBAL VALUE INVESTMENT CORP.-Buy$14.64K
Oct 24, 2025GLOBAL VALUE INVESTMENT CORP.-Buy$12.21K

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 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools