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Sono-Tek Ownership | Who Owns Sono-Tek?

OverviewRevenueFinancialsChartTranscripts

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 1.92% 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

TypeName% Inst% Insiders% Retail
StockSono-Tek7.28%16.21%76.51%
SectorTechnology Stocks 144.02%12.54%-56.56%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group302.55K1.92%$1.21M
Ubs group144.73K0.92%$580.38K
Geode capital management125.36K0.80%$502.82K
M&t bank80.00K0.51%$300.18K
Stifel financial60.00K0.38%$240.60K
Wynnefield capital50.95K0.32%$204.31K
Benin management48.00K0.31%$180.11K
Bard associates40.41K0.26%$151.61K
Beaumont financial advisors36.67K0.23%$137.60K
Renaissance33.50K0.21%$134.34K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wynnefield capital50.95K0.09%$204.31K
Bard associates40.41K0.05%$151.61K
Benin management48.00K0.05%$180.11K
Peak financial advisors14.52K0.03%$54.49K
Beaumont financial advisors36.67K0.01%$137.60K
Focused wealth management13.34K0.01%$50.07K
M&t bank80.00K0.00%$300.18K
Stifel financial60.00K0.00%$240.60K
Renaissance33.50K0.00%$134.34K
Ubs group144.73K0.00%$580.38K

Top Buyers

HolderShares% AssetsChange
Renaissance33.50K0.00%2.00K
Raymond james financial300.00-300.00
Bank of america corp /de/95.00-95.00
Geode capital management125.36K--
Wynnefield capital50.95K0.09%-

Top Sellers

HolderShares% AssetsChange
Signature estate & investment advisors---773.39K
Modera wealth management---184.97K
Citadel advisors---16.20K
Bard associates40.41K0.05%-16.02K
Susquehanna group, llp12.25K--5.66K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial300.00-300.00$1.13K

Sold Out

HolderChange
Jpmorgan chase-13.00
Wells fargo & company/mn-91.00
Spire wealth management-1.00K
Citigroup-1.97K
Citadel advisors-16.20K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202524-1,144,8822.98%714.61%6-25.00%8100.00%
Mar 31, 202524-4.00%1,111,731-40.26%75.06%833.33%4-50.00%
Dec 31, 2024249.09%1,847,32371.67%1125.13%5-37.50%860.00%
Sep 30, 202422-4.35%1,076,114-0.22%614.56%860.00%5-28.57%
Jun 30, 202423-14.81%1,078,446-4.92%613.20%5-61.54%740.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF161.69K1.03%-
Vanguard Total Stock Mkt Idx Inv158.87K1.01%-3.47K
Vanguard Institutional Extnd Mkt Idx Tr138.99K0.88%-63.33K
Fidelity Extended Market Index72.92K0.46%-190.00
Fidelity Total Market Index29.05K0.18%-
Spartan Extended Market Index Pool F26.18K0.17%-
Spartan Extended Market Index Pool E25.32K0.16%619.00
Fidelity Series Total Market Index17.65K0.11%-
iShares Micro-Cap ETF15.66K0.10%-
Northern Trust Extended Eq Market Idx10.19K0.06%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 19, 2025Bagley Stephen James CFOSell$998.66
Aug 18, 2025Bagley Stephen James CFOSell$1.01K
Aug 18, 2025Bagley Stephen James CFOSell$3.35K
Aug 18, 2025Bagley Stephen James CFOSell$988.25
Aug 07, 2025Bagley Stephen James CFOSell$1.17K

Insider Transactions Trends

DateBuySell
2025 Q3-11
2025 Q2-2
2025 Q1--
2024 Q4--
2024 Q3-12

SOTK Ownership FAQ

Who owns the most shares of Sono-Tek?

Sono-Tek’s largest shareholders are Vanguard group (302.55K shares, 1.92%), Ubs group (144.73K shares, 0.92%), and Geode capital management (125.36K shares, 0.80%). Together, they hold 3.64% 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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