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 | 05/14/2026 | 280.92 K | $632.07 K | -0.36% | 3.60% |
| COLONY GROUP, LLC | 05/15/2026 | 200.02 K | $450.05 K | 166.62% | 2.56% |
| AMERICAN CAPITAL ADVISORY, LLC | 04/29/2026 | 134.87 K | $303.45 K | 90.60% | 1.73% |
| THOMPSON DAVIS & CO., INC. | 04/16/2026 | 95.56 K | $215.00 K | 100.00% | 1.23% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 94.76 K | $213.20 K | 12.56% | 1.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 69.25 K | $155.84 K | 31.67% | 0.89% |
| 05/15/2026 | 66.95 K | $150.64 K | 100.00% | 0.86% | |
| LEVERTY FINANCIAL GROUP, LLC | 04/09/2026 | 40.37 K | $90.84 K | 0.00% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 30.51 K | $68.64 K | 100.00% | 0.39% |
| SALVUS WEALTH MANAGEMENT, LLC | 04/10/2026 | 23.57 K | $53.03 K | 0.00% | 0.30% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 23.50 K | $52.88 K | 0.00% | 0.30% |
| CACHETECH INC. | 05/12/2026 | 17.74 K | $39.92 K | 0.00% | 0.23% |
| 4WEALTH ADVISORS, INC. | 04/27/2026 | 16.23 K | $35.53 K | -18.30% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 14.53 K | $32.70 K | 100.00% | 0.19% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 13.72 K | $31.00 K | 100.00% | 0.18% |
| XTX TOPCO LTD | 05/15/2026 | 11.25 K | $25.31 K | -8.24% | 0.14% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.08 K | $4.68 K | 11.94% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 1.34 K | $3.01 K | 100.00% | 0.02% |
| FIFTH THIRD BANCORP | 05/01/2026 | 1.00 K | $2.25 K | 100.00% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 622 | $1.40 K | -49.22% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 323 | $727 | -0.31% | 0.00% |
| LEO H. EVART, INC. | 05/14/2026 | 105 | $236 | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 8 | $18 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 2 | $5 | -60.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| DRW SECURITIES, LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
Rocky Mountain Chocolate Factory Inc institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Rocky Mountain Chocolate Factory Inc. The most heavily invested institutionals were:
RENAISSANCE TECHNOLOGIES LLC: 280,918
Colony Group, LLC: 200,020
American Capital Advisory, LLC: 134,867
THOMPSON DAVIS & CO., INC.: 95,555
DIMENSIONAL FUND ADVISORS LP: 94,756
GEODE CAPITAL MANAGEMENT, LLC: 69,249
14.61% of Rocky Mountain Chocolate Factory Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.19 M shares in the last 24 months. This purchase volume represents approximately $7.71 M in transactions.