Sono-Tek Ownership | Who Owns Sono-Tek?

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Sono-Tek Ownership Summary

Sono-Tek is owned by 7.28% institutional investors, 16.21% insiders, and 76.51% retail investors. Vanguard group is the largest institutional shareholder, holding 2.34% of SOTK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.03% of its assets in Sono-Tek shares.

SOTK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sono-Tek	7.28%	16.21%	76.51%
Sector	Technology Stocks	147.14%	12.44%	-59.59%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	367.39K	2.34%	$1.65M
Geode capital management	154.31K	0.98%	$691.47K
Ubs group	144.73K	0.92%	$580.38K
M&t bank	80.00K	0.51%	$300.18K
Stifel financial	60.00K	0.38%	$265.81K
Wynnefield capital	50.95K	0.32%	$204.31K
Benin management	44.50K	0.28%	$197.14K
Bard associates	40.41K	0.26%	$151.61K
Beaumont financial advisors	36.67K	0.23%	$162.46K
Renaissance	33.50K	0.21%	$134.34K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wynnefield capital	50.95K	0.09%	$204.31K
Bard associates	40.41K	0.05%	$151.61K
Benin management	44.50K	0.05%	$197.14K
Peak financial advisors	14.52K	0.03%	$64.33K
Beaumont financial advisors	36.67K	0.01%	$162.46K
Focused wealth management	13.34K	0.01%	$59.11K
M&t bank	80.00K	0.00%	$300.18K
Stifel financial	60.00K	0.00%	$265.81K
Renaissance	33.50K	0.00%	$134.34K
Ubs group	144.73K	0.00%	$580.38K

Top Buyers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	18.77K	-	4.30K
Renaissance	33.50K	0.00%	2.00K
Geode capital management	154.31K	-	1.66K
Blackrock funding, inc. /de	18.13K	-	488.00
Raymond james financial	300.00	-	300.00

Top Sellers

Holder	Shares	% Assets	Change
Signature estate & investment advisors	-	-	-773.39K
Modera wealth management	-	-	-184.97K
Citadel advisors	-	-	-16.20K
Bard associates	40.41K	0.05%	-16.02K
Susquehanna group, llp	12.25K	-	-5.66K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	300.00	-	300.00	$1.13K
Citigroup	1.00	-	1.00	$4.00

Sold Out

Holder	Change
Jpmorgan chase	-13.00
Wells fargo & company/mn	-91.00
Spire wealth management	-1.00K
Citadel advisors	-16.20K
Modera wealth management	-184.97K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	24	-	1,144,882	2.98%	7	14.61%	6	-25.00%	8	100.00%
Mar 31, 2025	24	-4.00%	1,111,731	-40.26%	7	5.06%	8	33.33%	4	-50.00%
Dec 31, 2024	24	9.09%	1,847,323	71.67%	11	25.13%	5	-37.50%	8	60.00%
Sep 30, 2024	22	-4.35%	1,076,114	-0.22%	6	14.56%	8	60.00%	5	-28.57%
Jun 30, 2024	23	-14.81%	1,078,446	-4.92%	6	13.20%	5	-61.54%	7	40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	161.69K	1.03%	-
Vanguard Total Stock Mkt Idx Inv	158.87K	1.01%	-3.47K
Vanguard Institutional Extnd Mkt Idx Tr	138.99K	0.88%	-63.33K
Fidelity Extended Market Index	72.33K	0.46%	-595.00
Fidelity Total Market Index	28.98K	0.18%	-62.00
Spartan Extended Market Index Pool F	26.77K	0.17%	595.00
Spartan Extended Market Index Pool E	25.32K	0.16%	619.00
Fidelity Series Total Market Index	17.65K	0.11%	-
iShares Micro-Cap ETF	15.54K	0.10%	-
Northern Trust Extended Eq Market Idx	10.19K	0.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 23, 2025	COCCIO CHRISTOPHER L	-	Sell	$58.89K
Oct 21, 2025	COCCIO CHRISTOPHER L	-	Sell	$9.37K
Oct 21, 2025	COCCIO CHRISTOPHER L	-	Sell	$466.50
Oct 21, 2025	COCCIO CHRISTOPHER L	-	Sell	$467.00
Oct 21, 2025	COCCIO CHRISTOPHER L	-	Sell	$9.77K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	5
2025 Q3	-	11
2025 Q2	-	2
2025 Q1	-	-
2024 Q4	-	-

SOTK Ownership FAQ

Who owns the most shares of Sono-Tek?

Sono-Tek’s largest shareholders are Vanguard group (367.4K shares, 2.34%), Geode capital management (154.31K shares, 0.98%), and Ubs group (144.73K shares, 0.92%). Together, they hold 4.24% of Sono-Tek’s total shares outstanding.

Does Blackrock own Sono-Tek?

BlackRock is not among the top 10 institutional shareholders of Sono-Tek.

Who is Sono-Tek’s biggest shareholder by percentage of total assets invested?

Wynnefield capital is Sono-Tek’s biggest shareholder by percentage of total assets invested, with 0.09% of its assets in 50.95K Sono-Tek shares, valued at 204.31K$.

Who is the top mutual fund holder of Sono-Tek shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Sono-Tek shares, with 1.03% of its total shares outstanding invested in 161.69K Sono-Tek shares.

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