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Rocky Mountain Chocolate Factory (RMCF) Institutional Ownership

Rocky Mountain Chocolate Factory logo
$1.92 -0.09 (-4.23%)
As of 03:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Rocky Mountain Chocolate Factory (NASDAQ:RMCF)

Current
Institutional Ownership
Percentage
50.27%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$765.63K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$87.82K
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RMCF Institutional Buying and Selling by Quarter

Rocky Mountain Chocolate Factory Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Dimensional Fund Advisors LP94,756$213K0.0%+12.6%1.015%
4/29/2026 American Capital Advisory LLC134,867$303K0.1%+90.6%1.446%
4/16/2026 Thompson Davis & CO. Inc.95,555$215K0.1%N/A1.024%
2/12/2026 DRW Securities LLC123,773$235K0.0%N/A1.327%
2/12/2026 Renaissance Technologies LLC281,923$536K0.0%-5.5%3.022%
2/12/2026 Dimensional Fund Advisors LP84,184$160K0.0%-14.8%0.902%
1/30/2026 American Capital Advisory LLC70,759$134K0.1%N/A0.758%
11/12/2025 Wealthedge Investment Advisors LLC102,140$162K0.1%-15.2%1.309%
10/14/2025 Salvus Wealth Management LLC23,567$37K0.0%+53.1%0.303%
5/13/2025Wealthedge Investment Advisors LLC121,582$148K0.1%+208.5%1.582%
4/30/2025Allworth Financial LP23,500$32K0.0%N/A0.306%
3/12/2025Wealthedge Investment Advisors LLC39,409$95K0.0%N/A0.513%
2/17/20254WEALTH Advisors Inc.93,275$225K0.2%N/A1.213%
2/13/2025CacheTech Inc.17,740$43K0.0%N/A0.231%
10/17/2024Leverty Financial Group LLC40,371$81K0.0%+32.3%0.637%
9/5/2024Sanctuary Advisors LLC19,750$43K0.0%N/A0.312%
8/9/2024Renaissance Technologies LLC321,923$708K0.0%-2.0%5.078%
8/9/2024Dimensional Fund Advisors LP118,814$261K0.0%-12.5%1.874%
7/15/2024Leverty Financial Group LLC30,521$67K0.0%+52.0%0.481%
4/23/2024Leverty Financial Group LLC20,081$73K0.0%+70.5%0.318%
4/12/2024Salvus Wealth Management LLC15,395$56K0.0%+33.5%0.244%
1/24/2024International Assets Investment Management LLC14,260$66K0.0%+360.0%0.226%
1/11/2024Leverty Financial Group LLC11,781$54K0.0%N/A0.187%
1/9/2024Salvus Wealth Management LLC11,530$53K0.0%N/A0.183%
5/3/2023Redmond Asset Management LLC11,035$58K0.0%-92.5%0.177%
1/19/2023Ridgewood Investments LLC30,777$175K0.1%-15.2%0.492%
10/13/2022Newbridge Financial Services Group Inc.4,500$27K0.0%-30.8%0.072%
10/13/2022Ridgewood Investments LLC36,280$218K0.2%+27.4%0.583%
4/26/2022Newbridge Financial Services Group Inc.6,500$49K0.0%-50.8%0.105%
4/11/2022Ridgewood Investments LLC28,480$215K0.1%N/A0.461%
4/4/2022M&R Capital Management Inc.4,611$34K0.0%-49.4%0.075%
2/11/2022Renaissance Technologies LLC415,563$3.26M0.0%-1.0%6.724%


RMCF Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory. The most heavily invested institutionals were Renaissance Technologies LLC ($536K), American Capital Advisory LLC ($303K), DRW Securities LLC ($235K), 4WEALTH Advisors Inc. ($225K), Thompson Davis & CO. Inc. ($215K), Dimensional Fund Advisors LP ($213K), and Wealthedge Investment Advisors LLC ($162K).Learn more on Rocky Mountain Chocolate Factory's institutional investors.

50.27% of Rocky Mountain Chocolate Factory's stock is owned by institutional investors. Learn more on RMCF's institutional investor holdings.

Of the 11 institutional investors that purchased Rocky Mountain Chocolate Factory's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Capital Advisory LLC ($134.87K), DRW Securities LLC ($123.77K), Wealthedge Investment Advisors LLC ($121.58K), Thompson Davis & CO. Inc. ($95.56K), 4WEALTH Advisors Inc. ($93.28K), Allworth Financial LP ($23.50K), and Leverty Financial Group LLC ($20.29K).

Institutional investors have bought a total of 372,939 shares in the last 24 months. This purchase volume represents approximately $765.63K in transactions.

The following institutional investors have sold Rocky Mountain Chocolate Factory stock in the last 24 months: Wealthedge Investment Advisors LLC ($18.30K), Renaissance Technologies LLC ($16.30K), and Dimensional Fund Advisors LP ($14.61K).

Institutional investors have sold a total of 49,209 shares in the last 24 months. This volume of shares sold represents approximately $87.82K in transactions.


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This page (NASDAQ:RMCF) was last updated on 5/21/2026 by MarketBeat.com Staff.
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