SunOpta Ownership | Who Owns SunOpta?
SunOpta Ownership Summary
SunOpta is owned by 23.11% institutional investors, 3.97% insiders, and 72.92% retail investors. Oaktree capital management lp is the largest institutional shareholder, holding 17.74% of STKL shares. iShares Russell 2000 ETF is the top mutual fund, with 2.11% of its assets in SunOpta shares.
STKL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SunOpta | 23.11% | 3.97% | 72.92% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Packaged Foods Stocks | 47.36% | 14.39% | 38.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Oaktree capital management lp | 20.73M | 17.74% | $159.43M |
| Blackrock funding, inc. /de | 9.02M | 7.72% | $69.46M |
| Blackrock | 7.60M | 6.55% | $41.07M |
| Cooperman leon g | 5.59M | 4.78% | $43.04M |
| Barrow hanley mewhinney & strauss | 4.83M | 4.14% | $37.21M |
| Rockefeller capital management | 4.17M | 3.57% | $32.12M |
| Nomura | 4.02M | 3.44% | $30.96M |
| Hodges capital management | 3.65M | 3.12% | $28.08M |
| Granahan investment management | 2.76M | 2.38% | $14.88M |
| Fmr | 2.58M | 2.21% | $19.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wynnefield capital | 1.98M | 6.93% | $15.21M |
| Oaktree capital management lp | 20.73M | 2.83% | $159.43M |
| Ardsley advisory partners lp | 1.39M | 1.70% | $10.70M |
| Hodges capital management | 3.65M | 1.68% | $28.08M |
| Cooperman leon g | 5.59M | 1.63% | $43.04M |
| Intrinsic edge capital management | 1.31M | 1.22% | $10.08M |
| Epiq partners | 253.75K | 1.06% | $1.95M |
| Rip road capital partners lp | 159.90K | 1.04% | $1.23M |
| Essex investment management | 728.31K | 1.01% | $5.61M |
| Portolan capital management | 1.67M | 0.86% | $12.84M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harbor capital advisors | 1.76M | 0.59% | 698.00K |
| Granahan investment management | 2.76M | 0.60% | 683.47K |
| Franklin resources | 587.75K | 0.00% | 535.03K |
| Portolan capital management | 1.67M | 0.86% | 411.57K |
| Intrinsic edge capital management | 1.31M | 1.22% | 376.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Diamond hill capital management | - | - | -2.53M |
| Rockefeller capital management | 4.17M | 0.08% | -1.33M |
| Medina value partners | - | - | -1.22M |
| Skandinaviska enskilda banken ab (publ) | 599.14K | 0.02% | -509.36K |
| Fuller & thaler asset management | - | - | -322.54K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First eagle investment management | 174.18K | 0.00% | 174.18K | $1.34M |
| Raymond james financial | 167.42K | 0.00% | 167.42K | $1.29M |
| Rip road capital partners lp | 159.90K | 1.04% | 159.90K | $1.23M |
| Clough capital partners l p | 144.49K | 0.13% | 144.49K | $1.11M |
| Connor, clark & lunn investment management | 95.00K | 0.00% | 95.00K | $732.65K |
Sold Out
| Holder | Change |
|---|---|
| Nbc securities | -10.00 |
| Capital performance advisors llp | -31.00 |
| Massmutual trust co fsb/adv | -108.00 |
| Systm wealth solutions | -111.00 |
| Frazier financial advisors | -114.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 86 | -57.00% | 27,005,144 | -73.32% | 23 | 0.31% | 45 | -52.63% | 19 | -72.06% |
| Sep 30, 2024 | 199 | 3.65% | 101,231,521 | 2.14% | 86 | 1.20% | 94 | -3.09% | 68 | 21.43% |
| Jun 30, 2024 | 191 | 1.60% | 99,055,439 | -0.66% | 85 | 1.12% | 96 | 12.94% | 55 | -11.29% |
| Mar 31, 2024 | 188 | 1.62% | 99,708,828 | -0.82% | 87 | 1.15% | 85 | -21.30% | 62 | 40.91% |
| Dec 31, 2023 | 185 | 6.94% | 100,535,946 | 3.96% | 86 | 1.24% | 108 | 30.12% | 44 | -21.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 2.48M | 2.11% | -21.45K |
| Thornburg Small/Mid Cap Core Composite | 2.02M | 1.73% | 220.83K |
| Thornburg Small/Mid Cap Core A | 2.02M | 1.72% | - |
| Embark Small Cap Equity Institutional | 1.94M | 1.65% | 96.16K |
| Embark Small Cap Equity Retirement | 1.94M | 1.65% | 96.16K |
| American Beacon Small Cp Val R5 | 1.86M | 1.58% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.41M | 1.20% | 2.44K |
| Strategic Advisers Fidelity US TtlStk | 1.19M | 1.01% | 251.60K |
| FIAM Small Cap Core CIT Cl B | 1.06M | 0.91% | - |
| FIAM Small Cap Core Composite | 1.06M | 0.91% | -17.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2025 | Clark Bryan P | SVP R&D and QA | Sell | $45.21K |
| Nov 19, 2024 | Fisher Rebecca | - | Sell | $99.64K |
| Nov 08, 2024 | Duchscher Robert | Chief Information Officer | Sell | $366.69K |
| Aug 28, 2024 | Clark Bryan P | SVP R&D and QA | Sell | $255.08K |
| Mar 14, 2024 | Ennen Joseph | Advisor | Sell | $1.03M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2034 Q2 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
STKL Ownership FAQ
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