Institutional Ownership Sono Tek Corp (SOTK)
This table provides information about the institutional ownership of Sono Tek Corp (SOTK). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
367,395
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
152,651
shares
|
$625,869
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
139,730
shares
|
$572,893
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
80,000
shares
|
$328,000
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,000
shares
|
$245,999
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Wynnefield Capital Inc
New York, NY |
Jul 15, 2025 Q2 2025 |
50,950
shares
|
$208,894
0.21% of portfolio
|
Q2 2023
Added 5263.16%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
48,000
shares
|
$196,799
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,580
shares
|
$174,577
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
40,406
shares
|
$165,664
0.06% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,176
shares
|
$156,521
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
36,671
shares
|
$150,351
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
36,671
shares
|
$150,351
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
31,000
shares
|
$127,099
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,530
shares
|
$80,073
0.0% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
14,521
shares
|
$59,536
0.04% of portfolio
|
Q3 2022
Added 38.02%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
14,468
shares
|
$59,318
0.0% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,612
shares
|
$55,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
13,343
shares
|
$54,706
0.01% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,021
shares
|
$49,286
0.0% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,125
shares
|
$41,512
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,520
shares
|
$10,332
0.0% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,094
shares
|
$4,485
0.0% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$1,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
130
shares
|
$533
0.0% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
101
shares
|
$414
0.0% of portfolio
|
Q2 2025
Added 1.0%
|