Sono-Tek Ownership | Who Owns Sono-Tek?

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Sono-Tek Ownership Summary

Sono-Tek is owned by 8.02% institutional investors, 15.75% insiders, and 76.22% retail investors. Vanguard group is the largest institutional shareholder, holding 2.74% of SOTK shares. Vanguard MStar Total Stk Mkt Idx Invest 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	8.02%	15.75%	76.22%
Sector	Industrials Stocks	67.86%	16.46%	15.68%
Industry	Industrial Machinery Stocks	139.45%	11.60%	-51.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	430.80K	2.74%	$1.78M
Northwestern mutual wealth management	160.20K	1.02%	$650.42K
Geode capital management	136.01K	0.87%	$552.32K
Renaissance	89.10K	0.57%	$361.75K
M&t bank	80.00K	0.51%	$324.80K
Vanguard fiduciary trust	66.80K	0.43%	$271.22K
Stifel financial	60.00K	0.38%	$243.60K
Bard associates	52.45K	0.33%	$212.96K
Benin management	44.16K	0.28%	$179.28K
Northern trust	43.46K	0.28%	$176.44K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bard associates	52.45K	0.05%	$212.96K
Benin management	44.16K	0.04%	$179.28K
Peak financial advisors	14.52K	0.03%	$58.95K
Beaumont financial advisors	36.67K	0.01%	$148.88K
Hm payson	21.50K	0.00%	$87.29K
M&t bank	80.00K	0.00%	$324.80K
Xtx topco	11.61K	0.00%	$47.12K
Renaissance	89.10K	0.00%	$361.75K
Northwestern mutual wealth management	160.20K	0.00%	$650.42K
Stifel financial	60.00K	0.00%	$243.60K

Top Buyers

Holder	Shares	% Assets	Change
Northwestern mutual wealth management	160.20K	0.00%	160.20K
Vanguard fiduciary trust	66.80K	0.00%	66.80K
Vanguard group	430.80K	-	63.40K
Renaissance	89.10K	0.00%	26.16K
Xtx topco	11.61K	0.00%	11.61K

Top Sellers

Holder	Shares	% Assets	Change
Signature estate & investment advisors	-	-	-773.39K
Modera wealth management	-	-	-184.97K
Wynnefield capital	-	-	-50.95K
Topline capital management	-	-	-35.16K
Geode capital management	136.01K	-	-19.28K

New Positions

Holder	Shares	% Assets	Change	Value
Northwestern mutual wealth management	160.20K	0.00%	160.20K	$650.42K
Vanguard fiduciary trust	66.80K	0.00%	66.80K	$271.22K
Xtx topco	11.61K	0.00%	11.61K	$47.12K
Vanguard global advisers	2.74K	-	2.74K	$11.11K
Advisor group	435.00	-	435.00	$1.77K

Sold Out

Holder	Change
Citigroup	-1.00
Jpmorgan chase	-13.00
Wells fargo & company/mn	-91.00
Raymond james financial	-300.00
Ubs group	-418.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	31	10.71%	1,260,909	-6.07%	8	11.00%	15	15.38%	6	50.00%
Mar 31, 2026	28	12.00%	1,342,440	4.68%	8	12.82%	13	8.33%	4	-
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard MStar Total Stk Mkt Idx Invest	222.27K	1.41%	-
Vanguard Morn Total Stk Mkt Idx Investor	222.27K	1.41%	-
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	145.77K	0.93%	-
Fidelity Extended Market Index	67.81K	0.43%	13.58K
Fidelity Total Market Index	28.75K	0.18%	-
iShares Micro-Cap ETF	26.32K	0.17%	-350.00
Spartan Extended Market Index Pool E	25.32K	0.16%	619.00
Spartan Extended Market Index Pool F	22.17K	0.14%	78.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 30, 2026	Bagley Stephen James	CFO	Sell	$42.81K
Jul 27, 2026	Bagley Stephen James	CFO	Sell	$6.09K
Jul 23, 2026	Bagley Stephen James	CFO	Sell	$18.76K
Jul 21, 2026	COCCIO CHRISTOPHER L	-	Sell	$91.38K
Mar 05, 2026	Lawal Adeniyi	-	Buy	$9.89K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	4
2026 Q1	1	-
2025 Q4	-	5
2025 Q3	-	11
2025 Q2	-	2

SOTK Ownership FAQ

Who Owns Sono-Tek?

Sono-Tek shareholders are primarily institutional investors at 8.02%, followed by 15.75% insiders and 76.23% retail investors. The average institutional ownership in Sono-Tek's industry, Industrial Machinery Stocks, is 139.45%, which Sono-Tek falls below.

Who owns the most shares of Sono-Tek?

Sono-Tek’s largest shareholders are Vanguard group (430.8K shares, 2.74%), Northwestern mutual wealth management (160.2K shares, 1.02%), and Geode capital management (136.01K shares, 0.87%). Together, they hold 4.63% 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 52.45K Sono-Tek shares, valued at 212.96K$.

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

Vanguard MStar Total Stk Mkt Idx Invest 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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