Rocky Mountain Chocolate Factory, Inc. (RMCF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

6,039,209Shares Outstanding

860,227Shares held by institutions

$2,236,590Value of institutional holdings

31.32%Institutional ownership %

5.56%Shares Changed QoQ

37No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 21 institutions have reported a stake in Rocky Mountain Chocolate Factory, Inc. (NASDAQ:RMCF) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in Rocky Mountain Chocolate Factory edged down to 11.9% in December 2025, compared to 35.4% in September 2025.
Institutional share ownership changed by 21.34% QoQ, while the number of institutional owners saw a decrease of 12.50% YoY.
During the quarter, 9 institutions bought more Rocky Mountain Chocolate Factory shares, 5 sold shares, and 7 of the 21 total investors held their position steady.
The total number of shares held by institutions in Rocky Mountain Chocolate Factory increased to 920.40K as of December 2025, a net change of up by 161.90K shares quarter on quarter, and down 2.56Mn shares year over year.
With 281.92K shares, RENAISSANCE TECHNOLOGIES LLC commands the largest institutional position in Rocky Mountain Chocolate Factory as of December 31, 2025, equating to 3.64% of the company.
Among the most significant buyers of Rocky Mountain Chocolate Factory during December 2025 were DRW Securities, LLC (123.77K), Focus Partners Wealth (75.02K), American Capital Advisory, LLC (70.76K), XTX Topco Ltd (12.26K), 4WEALTH ADVISORS, INC. (4.26K).
Leading sellers of Rocky Mountain Chocolate Factory stock in December 2025 included WEALTHEDGE INVESTMENT ADVISORS, LLC (92.00K), RENAISSANCE TECHNOLOGIES LLC (16.30K), DIMENSIONAL FUND ADVISORS LP (14.61K), Tower Research Capital LLC (TRC) (2.16K), BANK OF AMERICA CORP /DE/ (340).
The top 10 institutional holders of Rocky Mountain Chocolate Factory for the quarter ending December 2025 included RENAISSANCE TECHNOLOGIES LLC (281.92K), DRW Securities, LLC (123.77K), VANGUARD GROUP INC (97.46K), DIMENSIONAL FUND ADVISORS LP (84.18K), Focus Partners Wealth (75.02K), American Capital Advisory, LLC (70.76K), GEODE CAPITAL MANAGEMENT, LLC (52.59K), Leverty Financial Group, LLC (40.37K), Salvus Wealth Management, LLC (23.57K), Allworth Financial LP (23.50K).

21 Institutional Holders

860,227 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	281,923	-16,295	-5.46%	$535,654.00
DRW Securities, LLC	31 Dec, 2025	123,773	123,773	0.00%	$235,168.00
VANGUARD GROUP INC	31 Dec, 2025	97,457	0	0.00%	$185,168.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	84,184	-14,612	-14.79%	$159,950.00
Focus Partners Wealth	31 Dec, 2025	75,020	75,020	0.00%	$142,538.00
American Capital Advisory, LLC	31 Dec, 2025	70,759	70,759	0.00%	$134,443.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	52,591	1,144	2.22%	$99,950.00
Leverty Financial Group, LLC	31 Dec, 2025	40,371	0	0.00%	$76,705.00
Salvus Wealth Management, LLC	31 Dec, 2025	23,567	0	0.00%	$44,777.00
Allworth Financial LP	31 Dec, 2025	23,500	0	0.00%	$44,650.00
4WEALTH ADVISORS, INC.	31 Dec, 2025	19,860	4,260	27.31%	$37,734.00
XTX Topco Ltd	31 Dec, 2025	12,257	12,257	0.00%	$23,288.00
WEALTHEDGE INVESTMENT ADVISORS, LLC	31 Dec, 2025	10,135	-92,005	-90.08%	$19,257.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	1,860	-2,162	-53.75%	$3,534.00
MORGAN STANLEY	31 Dec, 2025	1,225	1	0.08%	$2,328.00
COMERICA BANK	31 Dec, 2025	1,000	0	0.00%	$1,900.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	380	-340	-47.22%	$723.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	324	1	0.31%	$615.00
JONES FINANCIAL COMPANIES LLLP	31 Dec, 2025	200	100	100.00%	$380.00
Triumph Capital Management	31 Dec, 2025	8	0	0.00%	$15.00

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