Sono-Tek Ownership | Who Owns Sono-Tek?
Sono-Tek Ownership Summary
Sono-Tek is owned by 6.87% institutional investors, 16.13% insiders, and 77.00% 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 | 6.87% | 16.13% | 77.00% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
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 | 113.52K | 0.72% | $502.88K |
| M&t bank | 80.00K | 0.51% | $354.41K |
| Stifel financial | 60.00K | 0.38% | $265.81K |
| Benin management | 44.50K | 0.28% | $197.14K |
| Bard associates | 40.41K | 0.26% | $179.00K |
| Renaissance | 38.70K | 0.25% | $171.44K |
| Northern trust | 36.81K | 0.23% | $163.07K |
| Beaumont financial advisors | 36.67K | 0.23% | $162.46K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 40.41K | 0.05% | $179.00K |
| 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% | $354.41K |
| Stifel financial | 60.00K | 0.00% | $265.81K |
| Renaissance | 38.70K | 0.00% | $171.44K |
| Tower research capital llc (trc) | 1.03K | 0.00% | $4.57K |
| Ubs group | 113.52K | 0.00% | $502.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 38.70K | 0.00% | 7.70K |
| Dimensional fund advisors lp | 18.77K | - | 4.30K |
| Geode capital management | 154.31K | - | 1.66K |
| Blackrock funding, inc. /de | 18.13K | - | 488.00 |
| Bank of america corp /de/ | 95.00 | - | 95.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Signature estate & investment advisors | - | - | -773.39K |
| Modera wealth management | - | - | -184.97K |
| Wynnefield capital | - | - | -50.95K |
| Ubs group | 113.52K | 0.00% | -26.21K |
| Citadel advisors | - | - | -16.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citigroup | 1.00 | - | 1.00 | $4.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -13.00 |
| Wells fargo & company/mn | -91.00 |
| Raymond james financial | -300.00 |
| Spire wealth management | -1.00K |
| Citadel advisors | -16.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 22 | -4.35% | 1,076,114 | -0.22% | 6 | 14.56% | 8 | 60.00% | 5 | -28.57% |
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
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