Institutional Ownership Rocky Mountain Chocolate Factory, Inc. (RMCF)
This table provides information about the institutional ownership of Rocky Mountain Chocolate Factory, Inc. (RMCF). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
302,147
shares
|
$459,263
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
198,063
shares
|
$301,055
0.0% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
125,514
shares
|
$190,781
0.0% of portfolio
|
Q2 2025
Reduced 18.68%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
120,442
shares
|
$183,071
0.07% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
101,326
shares
|
$154,015
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
51,447
shares
|
$78,199
0.0% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
40,371
shares
|
$61,363
0.02% of portfolio
|
Q3 2024
Added 32.27%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
24,566
shares
|
$37,340
0.0% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,500
shares
|
$35,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,485
shares
|
$28,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
17,740
shares
|
$26,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,395
shares
|
$23,400
0.01% of portfolio
|
Q1 2024
Added 33.52%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
14,215
shares
|
$21,606
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
11,035
shares
|
$16,773
0.0% of portfolio
|
Q1 2023
Reduced 92.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,436
shares
|
$6,742
0.0% of portfolio
|
Q2 2024
Reduced 63.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,787
shares
|
$4,236
0.0% of portfolio
|
Q2 2025
Reduced 53.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,224
shares
|
$1,860
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$1,520
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
728
shares
|
$1,106
0.0% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
323
shares
|
$490
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$304
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
21
shares
|
$31
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
8
shares
|
$12
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4
shares
|
$6
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q2 2025
Reduced 99.9%
|