Sono-Tek Ownership | Who Owns Sono-Tek?

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Sono-Tek Ownership Summary

Sono-Tek is owned by 6.55% institutional investors, 16.12% insiders, and 77.32% retail investors. Vanguard group is the largest institutional shareholder, holding 2.74% of SOTK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.41% of its assets in Sono-Tek shares.

SOTK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sono-Tek	6.55%	16.12%	77.32%
Sector	Technology Stocks	35.18%	13.13%	51.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	430.80K	2.74%	$1.78M
Geode capital management	155.28K	0.99%	$641.46K
M&t bank	80.00K	0.51%	$330.40K
Renaissance	62.94K	0.40%	$259.94K
Stifel financial	60.00K	0.38%	$247.80K
Benin management	44.16K	0.28%	$182.37K
Bard associates	43.24K	0.28%	$178.60K
Northern trust	36.81K	0.23%	$163.07K
Beaumont financial advisors	36.67K	0.23%	$151.45K
Hm payson	21.50K	0.14%	$88.80K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bard associates	43.24K	0.05%	$178.60K
Benin management	44.16K	0.04%	$182.37K
Peak financial advisors	14.52K	0.03%	$59.97K
Beaumont financial advisors	36.67K	0.01%	$151.45K
Focused wealth management	13.34K	0.01%	$55.11K
Hm payson	21.50K	0.00%	$88.80K
M&t bank	80.00K	0.00%	$330.40K
Renaissance	62.94K	0.00%	$259.94K
Stifel financial	60.00K	0.00%	$247.80K
Tower research capital llc (trc)	1.03K	0.00%	$4.57K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	430.80K	-	63.40K
Renaissance	62.94K	0.00%	24.24K
Hm payson	21.50K	0.00%	21.50K
Bard associates	43.24K	0.05%	2.84K
Dimensional fund advisors lp	21.20K	-	2.43K

Top Sellers

Holder	Shares	% Assets	Change
Signature estate & investment advisors	-	-	-773.39K
Modera wealth management	-	-	-184.97K
Ubs group	418.00	-	-113.10K
Wynnefield capital	-	-	-50.95K
Citadel advisors	-	-	-16.20K

New Positions

Holder	Shares	% Assets	Change	Value
Hm payson	21.50K	0.00%	21.50K	$88.80K

Sold Out

Holder	Change
Citigroup	-1.00
Jpmorgan chase	-13.00
Wells fargo & company/mn	-91.00
Raymond james financial	-300.00
Spire wealth management	-1.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	18	-21.74%	1,029,291	-4.69%	6	13.89%	7	-	3	-50.00%
Sep 30, 2025	23	-4.17%	1,079,915	-5.67%	6	12.97%	7	16.67%	6	-25.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	222.27K	1.41%	-
Vanguard US Total Market Shares ETF	161.69K	1.03%	-
Vanguard Institutional Extnd Mkt Idx Tr	138.99K	0.88%	-
Fidelity Extended Market Index	71.04K	0.45%	-137.00
Fidelity Total Market Index	28.75K	0.18%	-
Spartan Extended Market Index Pool F	28.06K	0.18%	137.00
Spartan Extended Market Index Pool E	25.32K	0.16%	619.00
iShares Micro-Cap ETF	18.84K	0.12%	1.39K
Fidelity Series Total Market Index	18.45K	0.12%	-
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 (430.8K shares, 2.74%), Geode capital management (155.28K shares, 0.99%), and M&t bank (80K shares, 0.51%). 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?

Bard associates is Sono-Tek’s biggest shareholder by percentage of total assets invested, with 0.05% of its assets in 43.24K Sono-Tek shares, valued at 178.6K$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Sono-Tek shares, with 1.41% of its total shares outstanding invested in 222.27K Sono-Tek shares.

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