MetaCap

Who Owns Rocky Mountain Chocolate Factory Stock?

NASDAQ: RMCFConsumer StaplesSpecialty FoodsUSD

1.03-0.025 (-2.38%)

Market open · Delayed 15 min · as of Oct 9, 10:22 AM ET

Ownership breakdown

Held by institutions
35.02%
Institutional holders
29
  • Institutions 35.0%
  • Insiders 35.7%
  • Public and other 29.3%

Who owns Rocky Mountain Chocolate Factory stock?

Institutional investors own about 35.0% of Rocky Mountain Chocolate Factory's shares, spread across 29 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 35.67% of RMCF.

The largest institutional holders are Renaissance Technologies, LLC (2.79%), Dimensional Fund Advisors LP (0.87%) and Vanguard Capital Management LLC (0.71%). Together, the top 10 institutions control 7.2% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their RMCF positions and 3 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of RMCF

Rocky Mountain Chocolate Factory top institutional holders
InstitutionShares% HeldChange
Renaissance Technologies, LLC263.82K2.79%-6.1%
Dimensional Fund Advisors LP82.10K0.87%-13.3%
Vanguard Capital Management LLC66.95K0.71%0.0%
Geode Capital Management, LLC60.88K0.64%-12.1%
GSA Capital Partners LLP40.63K0.43%+196.2%
Leverty Financial Group, LLC40.37K0.43%0.0%
Susquehanna International Group, LLP33.61K0.36%+100.0%
Wealth Enhancement Advisory Services, LLC33.58K0.36%+100.0%
Vanguard Fiduciary Trust Co30.51K0.32%0.0%
Salvus Wealth Management, LLC23.57K0.25%0.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of RMCF

Rocky Mountain Chocolate Factory top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund66.95K0.71%
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio50.68K0.54%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund35.37K0.37%
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio13.94K0.15%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund7.32K0.08%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund4.77K0.05%
JNL Series Trust-JNL/DFA U.S. Small Cap Fund1.50K0.02%
Dimensional ETF Trust-Dimensional US Core Equity 2 ETF2890.00%
Dimensional ETF Trust-Dimensional U.S. Small Cap ETF2530.00%

Frequently asked questions

Who is the largest shareholder of Rocky Mountain Chocolate Factory?

Renaissance Technologies, LLC is the largest institutional shareholder of RMCF, owning 2.79% of shares outstanding (263.82K shares) as of its latest 13F filing.

What percentage of Rocky Mountain Chocolate Factory is owned by institutions?

Institutions own about 35.0% of RMCF shares and 54.4% of the public float.

How much of Rocky Mountain Chocolate Factory do insiders own?

Insiders, such as officers and directors, own about 35.67% of RMCF shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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