Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SOTK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 361K | $1.5M | β | 2.299% | 0.00% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 160K | $650K | β | 1.019% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 136K | $552K | -12.4% | 0.865% | 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 89K | $362K | +41.6% | 0.567% | 0.00% |
| 5 | M&T BANK CORP | 80K | $325K | +33372.8% | 0.509% | 0.00% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 67K | $271K | β | 0.425% | 0.00% |
| 7 | STIFEL FINANCIAL CORP | 60K | $244K | 0.0% | 0.382% | 0.00% |
| 8 | BARD ASSOCIATES INC | 52K | $213K | +21.3% | 0.334% | 0.05% |
| 9 | Benin Management CORP | 44K | $179K | 0.0% | 0.281% | 0.04% |
| 10 | NORTHERN TRUST CORP | 43K | $176K | +18.9% | 0.277% | 0.00% |
| 11 | Beaumont Financial Advisors, LLC | 37K | $149K | 0.0% | 0.233% | 0.01% |
| 12 | Topline Capital Management, LLC | 35K | $143K | -79.3% | 0.224% | 0.02% |
| 13 | CITADEL ADVISORS LLC | 24K | $96K | +18.1% | 0.151% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 22K | $89K | +3.6% | 0.140% | 0.00% |
| 15 | HM PAYSON & CO | 22K | $87K | 0.0% | 0.137% | 0.00% |
| 16 | BlackRock, Inc. | 20K | $83K | +8.4% | 0.130% | 0.00% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | $78K | -23.4% | 0.123% | 0.00% |
| 18 | PEAK FINANCIAL ADVISORS LLC | 15K | $59K | 0.0% | 0.092% | 0.03% |
| 19 | STATE STREET CORP | 14K | $55K | 0.0% | 0.087% | 0.00% |
| 20 | Focused Wealth Management, Inc | 13K | $52K | -3.7% | 0.082% | 0.01% |
| 21 | XTX Topco Ltd | 12K | $47K | β | 0.074% | 0.00% |
| 22 | MORGAN STANLEY | 10K | $41K | 0.0% | 0.064% | 0.00% |
| 23 | Vanguard Global Advisers, LLC | 3K | $11K | β | 0.017% | 0.00% |
| 24 | Tower Research Capital LLC (TRC) | 2K | $7K | +28.1% | 0.011% | 0.00% |
| 25 | ADVISOR GROUP HOLDINGS, INC. | 435 | $2K | β | 0.003% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SOTK β a direct measure of their conviction.
Filings activity in SOTK during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SOTK position in Q1 2026
Institutions that fully closed their SOTK position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 28 | +12% | 6.61% | +0.59 pp | $5M | +9.7% |
| Q4 2025 | 25 | +8.7% | 6.02% | +0.19 pp | $5M | +3.3% |
| Q3 2025 | 23 | 8.0% | 5.83% | +0.59 pp | $5M | +11% |
| Q2 2025 | 25 | +0.0% | 5.24% | +0.34 pp | $4M | +6.9% |
| Q1 2025 | 25 | 3.8% | 4.90% | 4.11 pp | $4M | 46% |
| Q4 2024 | 26 | +13% | 9.01% | +3.80 pp | $7M | +73% |
| Q3 2024 | 23 | 4.2% | 5.21% | +0.19 pp | $4M | +3.9% |
| Q2 2024 | 24 | β | 5.02% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SOTK stock.
Based on Q1 2026 13F filings, institutional ownership of Sono-Tek Corporation stands at 6.6%, held across 28 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of SOTK, with approximately 361,255 shares worth $0.00B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of SOTK, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for SOTK is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in SOTK during Q1 2026, while 3 fully exited. 8 added to existing positions and 13 trimmed.
SOTK institutional ownership rose by 0.59 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 81.6% of all reported 13F value in SOTK, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sono-Tek Corporation (SOTK) Institutional Ownership