Rocky Mountain Chocolate Factory, Inc.
Rocky Mountain Chocolate Factory, Inc. (RMCF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · RMCF · as of Sep 30, 2025
Ownership Breakdown
24
Institutional Holders
▲ 1 vs Q2
$4.14M
Total Inst. Value
▲ $76,744 vs Q2
7.75M
Shares Outstanding
freeFloat 65.61%
2.60M
13F Shares Held
▼ 244,829 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
RMCF largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
GLOBAL VALUE INVESTMENT CORP. sugar & confectionery products | 1.80M | 23.15% | 23.15% | $2.87B | Nov 13, 2025 | ▲ 24.7K |
RENAISSANCE TECHNOLOGIES LLC sugar & confectionery products | 298.2K | 3.83% | 3.83% | $474.17M | Nov 13, 2025 | ▼ 3.9K |
WEALTHEDGE INVESTMENT ADVISORS, LLC sugar & confectionery products | 102.1K | 1.31% | 1.31% | $162.40M | Nov 12, 2025 | ▼ 18.3K |
DIMENSIONAL FUND ADVISORS LP sugar & confectionery products | 98.8K | 1.27% | 1.27% | $157.09M | Nov 12, 2025 | ▼ 2.5K |
VANGUARD GROUP INC sugar & confectionery products | 97.5K | 1.25% | 1.25% | $154.96M | Nov 7, 2025 | ▼ 100.6K |
GEODE CAPITAL MANAGEMENT, LLC sugar & confectionery products | 51.4K | 66.07% | 66.07% | $81.82M | Nov 12, 2025 | — held |
LEVERTY FINANCIAL GROUP, LLC sugar & confectionery products | 40.4K | 51.85% | 51.85% | $64.19M | Oct 8, 2025 | — held |
SALVUS WEALTH MANAGEMENT, LLC sugar & confectionery products | 23.6K | 30.27% | 30.27% | $37.47M | Oct 14, 2025 | ▲ 8.2K |
ALLWORTH FINANCIAL LP sugar & confectionery products | 23.5K | 30.18% | 30.18% | $37.37M | Dec 2, 2025 | — held |
CACHETECH INC. sugar & confectionery products | 17.7K | 22.78% | 22.78% | $28.21M | Nov 17, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
5
Increased
+36.5K shares3
New Positions
first time holders7
Decreased
−137.4K shares2
Sold Out
fully exitedNet shares change (top 50)
100.9K
+36.5K / −137.4K
Net new holders
-1
3 new / 2 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
RMCF insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Harper Allen C 10 percent owner | May 1, 2026 | Sale | 35,900 | $2.45 | $88.0K | 910.0K | Form 4 ↗ |
Harper Allen C 10 percent owner | May 4, 2026 | Sale | 50,000 | $2.45 | $122.5K | 860.0K | Form 4 ↗ |
American Heritage Railways, Inc. 10 percent owner | May 1, 2026 | Sale | 35,900 | $2.45 | $88.0K | 910.0K | Form 4 ↗ |
American Heritage Railways, Inc. 10 percent owner | May 4, 2026 | Sale | 50,000 | $2.45 | $122.5K | 860.0K | Form 4 ↗ |
Harper Allen C 10 percent owner | Feb 19, 2026 | Sale | 2,000 | $2.62 | $5.2K | 998.0K | Form 4 ↗ |
Harper Allen C 10 percent owner | Feb 20, 2026 | Sale | 7,499 | $2.60 | $19.5K | 990.5K | Form 4 ↗ |
Harper Allen C 10 percent owner | Feb 25, 2026 | Sale | 430 | $2.60 | $1.1K | 990.1K | Form 4 ↗ |
Harper Allen C 10 percent owner | Feb 26, 2026 | Sale | 18,715 | $2.61 | $48.8K | 971.4K | Form 4 ↗ |
Harper Allen C 10 percent owner | Feb 27, 2026 | Sale | 5,241 | $2.60 | $13.6K | 966.1K | Form 4 ↗ |
Harper Allen C 10 percent owner | Mar 4, 2026 | Sale | 11,297 | $2.60 | $29.4K | 954.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Rocky Mountain Chocolate Factory, Inc. (RMCF) is primarily owned by institutional investors, who hold approximately 33.6% of total shares outstanding. Company insiders own approximately 34.39%, while retail and public investors account for the remaining 32.02%.
The largest institutional shareholder of Rocky Mountain Chocolate Factory, Inc. is GLOBAL VALUE INVESTMENT CORP., holding approximately 1.80 million shares — equal to 23.15% of outstanding shares — as of September 30, 2025.
A total of 24 institutional investors currently hold RMCF stock, with a combined institutional value of approximately $4,138,986 as of the most recent 13F filing period.
Frequently asked questions
RMCF ownershipRocky Mountain Chocolate Factory, Inc. (RMCF) is primarily owned by institutional investors, who hold approximately 33.6% of shares. The largest shareholder is GLOBAL VALUE INVESTMENT CORP. with a 23.15% stake. Company insiders hold 34.39%. Data sourced from SEC Form 13F as of September 30, 2025.