SONO-TEK CORP (SOTK) Top Institutional Shareholders
SONO-TEK CORP (SOTK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $5.44M in SOTK holdings during the latest filing period.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of SOTK tracked by InsiderSet, reporting ownership valued at approximately $1.47M in its March 31, 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 $1.81M, representing an estimated gain of +23.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed SOTK value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Northwestern Mutual Wealth Management Co, Geode Capital Management, 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
28
Total Reported Value
$5.44M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$1.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
30
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% | 361,255 | $1,466,695 | $1,813,500 | +$346,805 | +23.65% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 160,202 | $650,420 | $804,214 | +$153,794 | +23.65% | |
| Geode Capital Management, Llc | 0.00% | 136,007 | $552,322 | $682,755 | +$130,433 | +23.62% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 89,100 | $361,746 | $447,282 | +$85,536 | +23.65% |
| M&T Bank Corp | 0.00% | 80,000 | $324,800 | $401,600 | +$76,800 | +23.65% | |
| Vanguard Fiduciary Trust Co | 0.00% | 66,804 | $271,224 | $335,356 | +$64,132 | +23.65% | |
| Stifel Financial Corp | 0.00% | 60,000 | $243,600 | $301,200 | +$57,600 | +23.65% | |
| Bard Associates Inc | 0.05% | 52,453 | $212,960 | $263,314 | +$50,354 | +23.64% | |
| Benin Management Corp | 0.04% | 44,157 | $179,277 | $221,668 | +$42,391 | +23.65% | |
| Northern Trust Corp | 0.00% | 43,459 | $176,444 | $218,164 | +$41,720 | +23.64% | |
| Beaumont Financial Advisors, Llc | 0.01% | 36,671 | $148,884 | $184,088 | +$35,204 | +23.65% | |
| Topline Capital Management, Llc | 0.02% | 35,159 | $142,746 | $176,498 | +$33,752 | +23.64% | |
| Citadel Advisors Llc | 0.00% | 23,663 | $96,072 | $118,788 | +$22,716 | +23.65% | |
| Dimensional Fund Advisors Lp | 0.00% | 21,962 | $89,166 | $110,249 | +$21,083 | +23.64% | |
| Hm Payson & Co | 0.00% | 21,500 | $87,290 | $107,930 | +$20,640 | +23.65% | |
| Blackrock, Inc. | 0.00% | 20,451 | $83,030 | $102,664 | +$19,634 | +23.65% | |
| Susquehanna International Group, Llp | 0.00% | 19,309 | $78,395 | $96,931 | +$18,536 | +23.64% | |
| Peak Financial Advisors Llc | 0.03% | 14,521 | $58,955 | $72,895 | +$13,940 | +23.65% | |
| State Street Corp | 0.00% | 13,612 | $55,265 | $68,332 | +$13,067 | +23.64% | |
| Focused Wealth Management, Inc | 0.01% | 12,855 | $52,191 | $64,532 | +$12,341 | +23.65% | |
| Xtx Topco Ltd | 0.00% | 11,605 | $47,116 | $58,257 | +$11,141 | +23.65% | |
| Morgan Stanley | 0.00% | 10,120 | $41,087 | $50,802 | +$9,715 | +23.65% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,736 | $11,108 | $13,735 | +$2,627 | +23.65% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,760 | $7,146 | $8,835 | +$1,689 | +23.64% | |
| Osaic Holdings, Inc. | 0.00% | 435 | $1,766 | $2,184 | +$418 | +23.65% | |
| Sbi Securities Co., Ltd. | 0.00% | 101 | $410 | $507 | +$97 | +23.66% | |
| Fmr Llc | 0.00% | 23 | $93 | $115 | +$22 | +24.15% | |
| Acadian Asset Management Llc | 0.00% | 2,520 | $10 | $12,650 | +$12,640 | +126404.00% |
Frequently asked questions about SOTK
Who owns the most SOTK stock?
The largest holders of SOTK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SONO-TEK CORP (SOTK).
Is SOTK widely held by superinvestors?
Many widely followed stocks like SOTK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SOTK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.