Sono-Tek Ownership | Who Owns Sono-Tek?

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Sono-Tek Ownership Summary

Sono-Tek is owned by 7.06% institutional investors, 21.97% insiders, and 70.97% retail investors. Vanguard group is the largest institutional shareholder, holding 1.92% of SOTK shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.29% of its assets in Sono-Tek shares.

SOTK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sono-Tek	7.06%	21.97%	70.97%
Sector	Technology Stocks	38.43%	12.63%	48.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	302.55K	1.92%	$1.21M
Ubs group	144.73K	0.92%	$580.38K
Geode capital management	125.36K	0.80%	$502.82K
M&t bank	80.00K	0.51%	$320.80K
Stifel financial	60.00K	0.38%	$240.60K
Bard associates	56.43K	0.36%	$226.29K
Wynnefield capital	50.95K	0.32%	$204.31K
Benin management	48.00K	0.30%	$192.48K
Beaumont financial advisors	36.67K	0.23%	$147.05K
Renaissance	33.50K	0.21%	$134.34K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wynnefield capital	50.95K	0.09%	$204.31K
Bard associates	56.43K	0.08%	$226.29K
Benin management	48.00K	0.05%	$192.48K
Peak financial advisors	14.52K	0.03%	$58.23K
Beaumont financial advisors	36.67K	0.01%	$147.05K
Focused wealth management	12.34K	0.01%	$49.49K
M&t bank	80.00K	0.00%	$320.80K
Stifel financial	60.00K	0.00%	$240.60K
Renaissance	33.50K	0.00%	$134.34K
Ubs group	144.73K	0.00%	$580.38K

Top Buyers

Holder	Shares	% Assets	Change
Bard associates	56.43K	0.08%	3.01K
Renaissance	33.50K	0.00%	2.00K
Bank of america corp /de/	95.00	-	95.00
Geode capital management	125.36K	-	-
Wynnefield capital	50.95K	0.09%	-

Top Sellers

Holder	Shares	% Assets	Change
Signature estate & investment advisors	-	-	-773.39K
Modera wealth management	-	-	-184.97K
Citadel advisors	-	-	-16.20K
M&t bank	80.00K	0.00%	-9.41K
Susquehanna group, llp	12.25K	-	-5.66K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	23	-14.81%	1,078,446	-4.92%	6	13.20%	5	-61.54%	7	40.00%
Mar 31, 2024	27	12.50%	1,134,243	5.89%	7	15.56%	13	18.18%	5	400.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	202.32K	1.29%	-
Vanguard Total Stock Mkt Idx Inv	162.34K	1.03%	-
Vanguard US Total Market Shares ETF	161.69K	1.03%	-
Fidelity Extended Market Index	72.92K	0.46%	-190.00
Fidelity Total Market Index	29.05K	0.18%	-
Spartan Extended Market Index Pool F	26.18K	0.17%	-
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	15.66K	0.10%	-
Northern Trust Extended Eq Market Idx	10.19K	0.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 07, 2025	Bagley Stephen James	CFO	Sell	$1.17K
Jul 21, 2025	Strasburg Philip A	-	Sell	$7.24K
Jul 23, 2025	Bagley Stephen James	CFO	Sell	$3.61
Jul 21, 2025	Bagley Stephen James	CFO	Sell	$7.91K
Jul 22, 2025	Bagley Stephen James	CFO	Sell	$1.88K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	6
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 Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Sono-Tek shares, with 1.29% of its total shares outstanding invested in 202.32K Sono-Tek shares.

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