Sono-Tek Ownership | Who Owns Sono-Tek?
Sono-Tek Ownership Summary
Sono-Tek is owned by 8.55% institutional investors, 16.14% insiders, and 75.32% 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 | 8.55% | 16.14% | 75.32% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
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 |
| Topline capital management | 35.16K | 0.02% | $142.75K |
| Beaumont financial advisors | 36.67K | 0.01% | $148.88K |
| Focused wealth management | 12.86K | 0.01% | $52.19K |
| 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 |
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 |
| Topline capital management | 35.16K | 0.02% | -134.72K |
| Wynnefield capital | - | - | -50.95K |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 24 | -4.00% | 1,111,731 | -40.26% | 7 | 5.06% | 8 | 33.33% | 4 | -50.00% |
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 | 54.42K | 0.35% | -16.07K |
| Fidelity Total Market Index | 28.75K | 0.18% | - |
| Spartan Extended Market Index Pool E | 25.32K | 0.16% | 619.00 |
| Spartan Extended Market Index Pool F | 21.89K | 0.14% | -6.46K |
| Fidelity Series Total Market Index | 19.60K | 0.12% | 1.15K |
| iShares Micro-Cap ETF | 18.71K | 0.12% | - |
| NT Ext Equity Mkt Index Fund - NL | 13.07K | 0.08% | 7.15K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2026 | Lawal Adeniyi | - | Buy | $9.89K |
| 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 | $467.00 |
| Oct 21, 2025 | COCCIO CHRISTOPHER L | - | Sell | $466.50 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 2 |
SOTK Ownership FAQ
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