Who Owns Sono-Tek Stock?
NASDAQ: SOTKTechnologyIndustrial Machinery/ComponentsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 42.89%
- Held by insiders
- 15.75%
- Institutional holders
- 35
- Institutions 42.9%
- Insiders 15.8%
- Public and other 41.4%
Who owns Sono-Tek stock?
Institutional investors own about 42.9% of Sono-Tek's shares, spread across 35 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 15.75% of SOTK.
The largest institutional holders are Vanguard Capital Management LLC (2.40%), Geode Capital Management, LLC (0.97%) and Renaissance Technologies, LLC (0.74%). Together, the top 10 institutions control 6.8% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their SOTK positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SOTK
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 372.81K | 2.40% | +3.2% |
| Geode Capital Management, LLC | 149.67K | 0.97% | +10.1% |
| Renaissance Technologies, LLC | 115.00K | 0.74% | +29.1% |
| M&T Bank Corp | 80.00K | 0.52% | 0.0% |
| Morgan Stanley | 68.97K | 0.44% | +581.6% |
| Vanguard Fiduciary Trust Co | 67.34K | 0.43% | +0.8% |
| Stifel Financial Corporation | 60.00K | 0.39% | 0.0% |
| Bard Associates Inc. | 57.10K | 0.37% | +8.9% |
| Benin Management Corp | 43.16K | 0.28% | -2.3% |
| Beaumont Financial Advisors, LLC | 36.67K | 0.24% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SOTK
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 222.27K | 1.43% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 145.77K | 0.94% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 67.68K | 0.44% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 28.72K | 0.19% |
| iShares Trust-iShares Micro-Cap ETF | 26.49K | 0.17% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 19.60K | 0.13% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 4.77K | 0.03% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT. | 3.00K | 0.02% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 2.63K | 0.02% |
| LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional U.S. Core Eqy. 2 Fd | 2.10K | 0.01% |
Frequently asked questions
Who is the largest shareholder of Sono-Tek?
Vanguard Capital Management LLC is the largest institutional shareholder of SOTK, owning 2.40% of shares outstanding (372.81K shares) as of its latest 13F filing.
What percentage of Sono-Tek is owned by institutions?
Institutions own about 42.9% of SOTK shares and 50.9% of the public float.
How much of Sono-Tek do insiders own?
Insiders, such as officers and directors, own about 15.75% of SOTK shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.