MILTON, NY
SONO TEK CORPSOTK— Latest position per institution from SEC 13F filings
15
Institutional holders
2.72M
Total shares held
13.41M
Estimated value
135.83K
Avg. position size
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 1079935
Shares
773.39K
Value
3.10M
Filed
Dec 31, 2024
VANGUARD GROUP INC
CIK 102909
Shares
430.80K
Value
1.78M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
372.81K
Value
2.28M
Filed
Jun 30, 2026
MODERA WEALTH MANAGEMENT, LLC
CIK 1542143
Shares
184.97K
Value
715.85K
Filed
Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
149.67K
Value
916.19K
Filed
Jun 30, 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
115K
Value
703.80K
Filed
Jun 30, 2026
M&T BANK CORP
CIK 36270
Shares
80K
Value
489.60K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
68.97K
Value
422.12K
Filed
Jun 30, 2026
ARS INVESTMENT PARTNERS, LLC
CIK 733020
Shares
68.06K
Value
355.29K
Filed
Sep 30, 2023
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
67.34K
Value
412.10K
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
60K
Value
367.20K
Filed
Jun 30, 2026
BARD ASSOCIATES INC
CIK 1105907
Shares
57.10K
Value
349.46K
Filed
Jun 30, 2026
WYNNEFIELD CAPITAL INC
CIK 1251567
Shares
50.95K
Value
191.17K
Filed
Jun 30, 2025
BENIN MANAGEMENT CORP
CIK 1352871
Shares
43.16K
Value
254.63K
Filed
Sep 30, 2026
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CIK 1418204
Shares
42.58K
Value
222.27K
Filed
Sep 30, 2023
BEAUMONT FINANCIAL ADVISORS, LLC
CIK 1957394
Shares
36.67K
Value
216.36K
Filed
Sep 30, 2026
TOPLINE CAPITAL MANAGEMENT, LLC
CIK 1792549
Shares
35.16K
Value
142.75K
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
29.21K
Value
178.78K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
26.76K
Value
163.80K
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
24.06K
Value
147.26K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1079935 | 773.39K | 3.10M | Dec 31, 2024 |
| 2 | VANGUARD GROUP INC | 102909 | 430.80K | 1.78M | Dec 31, 2025 |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 372.81K | 2.28M | Jun 30, 2026 |
| 4 | MODERA WEALTH MANAGEMENT, LLC | 1542143 | 184.97K | 715.85K | Jun 30, 2024 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 149.67K | 916.19K | Jun 30, 2026 |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 115K | 703.80K | Jun 30, 2026 |
| 7 | M&T BANK CORP | 36270 | 80K | 489.60K | Jun 30, 2026 |
| 8 | MORGAN STANLEY | 895421 | 68.97K | 422.12K | Jun 30, 2026 |
| 9 | ARS INVESTMENT PARTNERS, LLC | 733020 | 68.06K | 355.29K | Sep 30, 2023 |
| 10 | VANGUARD FIDUCIARY TRUST CO | 933478 | 67.34K | 412.10K | Jun 30, 2026 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 60K | 367.20K | Jun 30, 2026 |
| 12 | BARD ASSOCIATES INC | 1105907 | 57.10K | 349.46K | Jun 30, 2026 |
| 13 | WYNNEFIELD CAPITAL INC | 1251567 | 50.95K | 191.17K | Jun 30, 2025 |
| 14 | BENIN MANAGEMENT CORP | 1352871 | 43.16K | 254.63K | Sep 30, 2026 |
| 15 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 1418204 | 42.58K | 222.27K | Sep 30, 2023 |
| 16 | BEAUMONT FINANCIAL ADVISORS, LLC | 1957394 | 36.67K | 216.36K | Sep 30, 2026 |
| 17 | TOPLINE CAPITAL MANAGEMENT, LLC | 1792549 | 35.16K | 142.75K | Mar 31, 2026 |
| 18 | BLACKROCK, INC. | 2012383 | 29.21K | 178.78K | Jun 30, 2026 |
| 19 | CITADEL ADVISORS LLC | 1423053 | 26.76K | 163.80K | Jun 30, 2026 |
| 20 | DIMENSIONAL FUND ADVISORS LP | 354204 | 24.06K | 147.26K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.