Rocky Mountain Chocolate Factory Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 263.82 K | $234.72 K | -6.09% | 2.81% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 82.10 K | $73.05 K | -13.35% | 0.87% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 66.95 K | $59.59 K | 0.00% | 0.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 60.88 K | $54.18 K | -12.09% | 0.65% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 40.63 K | $36.00 K | 196.18% | 0.43% |
| LEVERTY FINANCIAL GROUP, LLC | 07/10/2026 | 40.37 K | $35.92 K | 0.00% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 33.61 K | $29.90 K | 100.00% | 0.36% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 33.58 K | $37.94 K | 100.00% | 0.36% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 30.51 K | $27.15 K | 0.00% | 0.32% |
| SALVUS WEALTH MANAGEMENT, LLC | 07/10/2026 | 23.57 K | $20.97 K | 0.00% | 0.25% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 23.50 K | $20.91 K | 0.00% | 0.25% |
| CACHETECH INC. | 08/11/2026 | 17.74 K | $15.78 K | 0.00% | 0.19% |
| 4WEALTH ADVISORS, INC. | 07/17/2026 | 15.23 K | $13.09 K | -6.16% | 0.16% |
| HRT FINANCIAL LP | 08/14/2026 | 14.20 K | $12.00 K | 100.00% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 13.70 K | $12.19 K | 100.00% | 0.15% |
| NORTHERN TRUST CORP | 08/13/2026 | 12.38 K | $11.02 K | 100.00% | 0.13% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 3.88 K | $3.45 K | 86.26% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 1.00 K | $890 | 0.00% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 623 | $555 | 0.16% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 600 | $534 | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 323 | $287 | 0.00% | 0.00% |
| LEO H. EVART, INC. | 08/18/2026 | 105 | $93 | 0.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 8 | $7 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 6 | $5 | 200.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 4 | $4 | 100.00% | 0.00% |
| THOMPSON DAVIS & CO., INC. | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| COLONY GROUP, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN CAPITAL ADVISORY, LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
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Rocky Mountain Chocolate Factory Inc institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory Inc. The most heavily invested institutionals were:
RENAISSANCE TECHNOLOGIES LLC: 263,823
DIMENSIONAL FUND ADVISORS LP: 82,104
VANGUARD CAPITAL MANAGEMENT LLC: 66,950
GEODE CAPITAL MANAGEMENT, LLC: 60,880
GSA CAPITAL PARTNERS LLP: 40,633
Leverty Financial Group, LLC: 40,371
8.30% of Rocky Mountain Chocolate Factory Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.89 M shares in the last 24 months. This purchase volume represents approximately $7.00 M in transactions.