SunOpta Ownership | Who Owns SunOpta?

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SunOpta Ownership Summary

SunOpta is owned by 86.64% institutional investors, 3.90% insiders, and 9.46% retail investors. Oaktree capital management lp is the largest institutional shareholder, holding 17.86% of STKL shares. iShares Russell 2000 ETF is the top mutual fund, with 2.18% of its assets in SunOpta shares.

STKL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SunOpta	86.64%	3.90%	9.46%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Packaged Foods Stocks	56.29%	13.62%	30.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Oaktree capital management lp	20.73M	17.86%	$111.93M
Blackrock	7.60M	6.55%	$41.07M
Cooperman leon g	5.28M	4.55%	$28.51M
Barrow hanley mewhinney & strauss	5.06M	4.36%	$27.35M
Nomura	4.74M	4.09%	$25.60M
Rockefeller capital management	4.72M	4.07%	$25.50M
Hodges capital management	3.20M	2.76%	$17.27M
Ardsley advisory partners lp	2.94M	2.54%	$15.90M
Woodline partners lp	2.77M	2.39%	$14.98M
Granahan investment management	2.76M	2.38%	$14.88M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wynnefield capital	1.98M	4.80%	$10.67M
Ardsley advisory partners lp	2.94M	2.34%	$15.90M
Oaktree capital management lp	20.73M	1.78%	$111.93M
Cooperman leon g	5.28M	1.20%	$28.51M
Epiq partners	325.95K	1.19%	$1.76M
Hodges capital management	3.20M	1.16%	$17.27M
Essex investment management	849.49K	0.86%	$4.59M
Walnut level capital	325.00K	0.78%	$1.75M
Granahan investment management	2.76M	0.60%	$14.88M
Portolan capital management	1.18M	0.53%	$6.39M

Top Buyers

Holder	Shares	% Assets	Change
Rockefeller capital management	4.72M	0.07%	1.87M
Woodline partners lp	2.77M	0.14%	941.35K
Marshall wace, llp	1.40M	0.01%	751.13K
Nomura	4.74M	0.05%	695.07K
Granahan investment management	2.76M	0.60%	683.47K

Top Sellers

Holder	Shares	% Assets	Change
Diamond hill capital management	-	-	-2.53M
Goldman sachs group	423.87K	0.00%	-1.48M
Medina value partners	-	-	-1.22M
Hantz financial services	7.76K	0.00%	-1.18M
Portolan capital management	1.18M	0.53%	-1.08M

New Positions

Holder	Shares	% Assets	Change	Value
Cohen & steers	341.59K	0.00%	341.59K	$1.84M
Ubs asset management americas	319.34K	0.00%	319.34K	$1.72M
Credit agricole s a	169.57K	0.00%	169.57K	$915.68K
Cornercap investment counsel	99.09K	0.09%	99.09K	$535.09K
Two sigma investments, lp	97.23K	0.00%	97.23K	$525.03K

Sold Out

Holder	Change
Newedge advisors	-70.00
Massmutual trust co fsb/adv	-108.00
Systm wealth solutions	-111.00
Frazier financial advisors	-114.00
Cornerstone planning group	-195.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	173	-9.42%	96,703,421	0.87%	83	1.10%	83	-8.79%	56	-13.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	2.54M	2.18%	-5.32K
American Beacon Small Cp Val R5	2.06M	1.76%	-
Thornburg Small/Mid Cap Core Composite	2.02M	1.73%	220.83K
Thornburg Small/Mid Cap Core A	2.02M	1.73%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.36M	1.17%	-4.71K
Embark Small Cap Equity Institutional	1.31M	1.12%	249.70K
FIAM Small Cap Core Composite	1.09M	0.94%	93.70K
FIAM Small Cap Core CIT Cl B	1.08M	0.92%	-39.60K
Pictet-Global Megatrend Sel I USD	1.05M	0.90%	2.20K
Hodges Small Cap Core	1.00M	0.86%	150.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Mar 05, 2024	Kocher Brian W	CEO	Buy	$252.76K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	1
2024 Q2	-	-
2024 Q1	2	1
2023 Q4	-	-

STKL Ownership FAQ

Who Owns SunOpta?

SunOpta shareholders are primarily institutional investors at 86.64%, followed by 3.90% insiders and 9.46% retail investors. The average institutional ownership in SunOpta's industry, Packaged Foods Stocks, is 56.29%, which SunOpta exceeds.

Who owns the most shares of SunOpta?

SunOpta’s largest shareholders are Oaktree capital management lp (20.73M shares, 17.86%), Blackrock (7.6M shares, 6.55%), and Cooperman leon g (5.28M shares, 4.55%). Together, they hold 28.97% of SunOpta’s total shares outstanding.

Does Blackrock own SunOpta?

Yes, BlackRock owns 6.55% of SunOpta, totaling 7.6M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 41.07M$. In the last quarter, BlackRock decreased its holdings by -288K shares, a -3.65% change.

Who is SunOpta’s biggest shareholder by percentage of total assets invested?

Wynnefield capital is SunOpta’s biggest shareholder by percentage of total assets invested, with 4.80% of its assets in 1.98M SunOpta shares, valued at 10.67M$.

Who is the top mutual fund holder of SunOpta shares?

iShares Russell 2000 ETF is the top mutual fund holder of SunOpta shares, with 2.18% of its total shares outstanding invested in 2.54M SunOpta shares.

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