SOTK Institutional Ownership & Shareholders
SONO-TEK CORP (SOTK) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of SOTK tracked by InsiderSet, reporting ownership valued at approximately $2.28M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.96M, representing an estimated loss of -14.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed SOTK value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Geode Capital Management, Llc, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in SONO-TEK CORP (SOTK).
This page ranks the largest institutional SOTK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$7.46M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$2.28M
Insider Transactions (90d)
33
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 372,812 | $2,281,609 | $1,960,991 | -$320,618 | -14.05% | |
| Geode Capital Management, Llc | 0.00% | 149,669 | $916,191 | $787,259 | -$128,932 | -14.07% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 115,000 | $703,800 | $604,900 | -$98,900 | -14.05% |
| Morgan Stanley | 0.00% | 68,974 | $422,121 | $362,803 | -$59,318 | -14.05% | |
| Vanguard Fiduciary Trust Co | 0.00% | 67,337 | $412,102 | $354,193 | -$57,909 | -14.05% | |
| Stifel Financial Corp | 0.00% | 60,000 | $367,200 | $315,600 | -$51,600 | -14.05% | |
| Bard Associates Inc | 0.08% | 57,102 | $349,465 | $300,357 | -$49,108 | -14.05% | |
| M&T Bank Corp | 0.00% | 80,000 | $324,800 | $420,800 | +$96,000 | +29.56% | |
| Benin Management Corp | 0.05% | 43,157 | $254,626 | $227,006 | -$27,620 | -10.85% | |
| Beaumont Financial Advisors, Llc | 0.01% | 36,671 | $216,359 | $192,889 | -$23,470 | -10.85% | |
| Blackrock, Inc. | 0.00% | 29,212 | $178,777 | $153,655 | -$25,122 | -14.05% | |
| Citadel Advisors Llc | 0.00% | 26,764 | $163,796 | $140,779 | -$23,017 | -14.05% | |
| Dimensional Fund Advisors Lp | 0.00% | 24,062 | $147,259 | $126,566 | -$20,693 | -14.05% | |
| Northern Trust Corp | 0.00% | 23,936 | $146,488 | $125,903 | -$20,585 | -14.05% | |
| Hrt Financial Lp | 0.00% | 17,865 | $109,000 | $93,970 | -$15,030 | -13.79% | |
| Xtx Topco Ltd | 0.00% | 15,616 | $95,570 | $82,140 | -$13,430 | -14.05% | |
| Hm Payson & Co | 0.00% | 15,500 | $94,860 | $81,530 | -$13,330 | -14.05% | |
| Peak Financial Advisors Llc | 0.04% | 14,521 | $88,869 | $76,380 | -$12,489 | -14.05% | |
| State Street Corp | 0.00% | 13,612 | $83,305 | $71,599 | -$11,706 | -14.05% | |
| Susquehanna International Group, Llp | 0.00% | 10,522 | $64,395 | $55,346 | -$9,049 | -14.05% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,736 | $16,744 | $14,391 | -$2,353 | -14.05% | |
| Acadian Asset Management Llc | 0.00% | 2,520 | $15,000 | $13,255 | -$1,745 | -11.63% | |
| Tower Research Capital Llc (Trc) | 0.00% | 723 | $4,425 | $3,803 | -$622 | -14.06% | |
| Osaic Holdings, Inc. | 0.00% | 435 | $2,662 | $2,288 | -$374 | -14.05% | |
| Sbi Securities Co., Ltd. | 0.00% | 113 | $667 | $594 | -$73 | -10.89% | |
| Barclays Plc | 0.00% | 71 | $435 | $373 | -$62 | -14.15% | |
| Fmr Llc | 0.00% | 23 | $141 | $121 | -$20 | -14.20% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $12 | $11 | -$1 | -12.33% | |
| Ubs Group Ag | 0.00% | 1 | $6 | $5 | -$1 | -12.33% |
Frequently asked questions about SOTK
Who are the largest institutional holders of SOTK?
The largest institutional holders of SOTK reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Geode Capital Management, Llc, Renaissance Technologies LLC, Morgan Stanley, and Vanguard Fiduciary Trust Co. InsiderSet ranks institutional holders by their latest reported SOTK position.
What is SOTK institutional ownership?
This page tracks SOTK positions reported by institutional investment managers through SEC Form 13F. SONO-TEK CORP (SOTK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SOTK?
InsiderSet currently tracks 29 institutional managers reporting SOTK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SOTK shareholders.
How much SOTK stock do institutions own?
Institutional investment managers disclosed approximately $7.46M in SOTK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SOTK institutional ownership last updated?
The latest SOTK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SOTK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SOTK position after the reporting date.
Are institutions buying or selling SOTK?
Institutional buying and selling can be analyzed by comparing SOTK positions across consecutive 13F reporting periods. InsiderSet's SOTK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOTK ownership changes.
How has SOTK institutional ownership changed over time?
InsiderSet tracks SOTK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.