SunOpta Inc. - Common Shares, no par value (STKL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, no par value
Symbol
STKL on Nasdaq
Shares outstanding
117,575,325
Price per share
$4.58
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
98,469,889
Total reported value
$374,579,906
% of total 13F portfolios
0%
Share change
-475,261
Value change
-$19,449,452
Number of holders
179
Price from insider filings
$4.58
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SunOpta Inc. - Common Shares, no par value (STKL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Oaktree Capital Group Holdings GP, LLC 20% $102,866,855 24,376,032 Oaktree Capital Holdings, LLC 06 Feb 2026
COOPERMAN LEON G 7.7% +35% $38,204,926 +$10,069,726 9,053,300 +36% Cooperman Leon G. 31 Dec 2025
BlackRock, Inc. 6.6% $33,622,236 7,782,925 BlackRock, Inc. 31 Mar 2025
CastleKnight Master Fund LP 6.2% $43,071,000 7,350,000 CASTLEKNIGHT MASTER FUND LP 07 Nov 2025

As of 31 Dec 2025, 179 institutional investors reported holding 98,469,889 shares of SunOpta Inc. - Common Shares, no par value (STKL). This represents 84% of the company’s total 117,575,325 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SunOpta Inc. - Common Shares, no par value (STKL) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
OAKTREE CAPITAL MANAGEMENT LP 18% 20,726,126 0% 1.3% $78,883,383
COOPERMAN LEON G 7.7% 9,053,300 +36% 1.1% $34,402,540
CastleKnight Management LP 7% 8,204,844 +335% 1.8% $31,178,407
BlackRock, Inc. 6.7% 7,908,594 -3.7% 0% $30,052,656
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.6% 4,274,152 -6.8% 0.05% $16,241,777
NOMURA HOLDINGS INC 3.4% 3,974,890 -0% 0.11% $15,104,582
Pictet Asset Management Holding SA 2.9% 3,462,220 +147% 0.01% $13,156,747
Granahan Investment Management, LLC 2.3% 2,670,652 -2.1% 0.43% $10,148,478
VANGUARD GROUP INC 2% 2,374,636 +4.7% 0% $9,024,368
GEODE CAPITAL MANAGEMENT, LLC 1.9% 2,291,294 -2.4% 0% $8,708,240
Rockefeller Capital Management L.P. 1.8% 2,150,385 -56% 0.02% $8,171,463
HEARTLAND ADVISORS INC 1.8% 2,148,050 +72% 0.44% $8,162,590
THORNBURG INVESTMENT MANAGEMENT INC 1.8% 2,074,489 -0.67% 0.1% $7,883,058
WYNNEFIELD CAPITAL INC 1.7% 1,975,784 0% 4.2% $7,507,979
STATE STREET CORP 1.6% 1,939,731 -0.76% 0% $7,370,978
BLAIR WILLIAM & CO/IL 1.2% 1,426,995 -17% 0.01% $5,422,583
KENNEDY CAPITAL MANAGEMENT LLC 0.99% 1,161,196 +0.09% 0.09% $4,412,545
D. E. Shaw & Co., Inc. 0.98% 1,155,870 +199% 0% $4,394,850
GOLDMAN SACHS GROUP INC 0.82% 965,569 +91% 0% $3,669,162
Skandinaviska Enskilda Banken AB (publ) 0.71% 830,235 -7.8% 0.01% $3,154,893
ALGERT GLOBAL LLC 0.7% 824,276 +159% 0.05% $3,132,000
JPMORGAN CHASE & CO 0.69% 814,274 +66% 0% $3,094,241
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 0.68% 800,000 +6.7% 6.3% $3,040,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.67% 790,836 -0.06% 0% $3,005,177
NORTHERN TRUST CORP 0.6% 705,729 -5% 0% $2,681,770

Institutional Holders of SunOpta Inc. - Common Shares, no par value (STKL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 98,469,889 $374,579,906 -$19,449,452 $3.80 179
2025 Q3 98,970,979 $579,933,195 -$19,987,116 $5.86 203
2025 Q2 102,347,956 $593,601,708 -$1,582,629 $5.80 204
2025 Q1 101,140,892 $491,582,664 -$7,773,341 $4.86 206
2024 Q4 104,293,777 $802,887,673 +$18,673,139 $7.70 206
2024 Q3 101,225,033 $645,789,498 +$5,998,835 $6.38 192
2024 Q2 99,059,835 $534,923,230 -$9,199,169 $5.40 185
2024 Q1 99,688,076 $684,836,319 -$10,244,102 $6.87 181
2023 Q4 100,521,951 $549,775,009 +$27,509,749 $5.47 177
2023 Q3 96,613,827 $325,592,421 -$18,752,373 $3.37 164
2023 Q2 94,085,580 $629,319,996 -$52,020,518 $6.69 180
2023 Q1 100,067,278 $766,796,013 +$71,583,743 $7.70 177
2022 Q4 91,189,964 $769,578,161 +$52,329,124 $8.44 189
2022 Q3 84,313,880 $767,224,797 -$18,061,326 $9.10 179
2022 Q2 86,160,078 $673,201,309 +$65,258,216 $7.78 155
2022 Q1 78,237,438 $394,682,396 -$1,683,372 $5.02 143
2021 Q4 77,348,059 $536,987,865 -$5,476,840 $6.95 144
2021 Q3 76,223,628 $680,069,690 +$14,801,284 $8.93 139
2021 Q2 73,921,613 $869,513,129 +$16,782,059 $12.24 162
2021 Q1 72,165,021 $1,065,563,744 +$182,468,006 $14.77 147
2020 Q4 59,810,962 $697,974,918 -$19,016,836 $11.67 115
2020 Q3 61,624,228 $457,401,689 +$17,055,730 $7.42 80
2020 Q2 59,478,569 $279,560,249 +$3,259,722 $4.70 69
2020 Q1 60,215,071 $103,572,872 -$7,806,759 $1.72 55
2019 Q4 63,272,581 $158,180,539 -$2,330,586 $2.50 70
2019 Q3 65,471,658 $117,921,353 -$6,112,418 $1.80 71
2019 Q2 67,817,174 $223,069,103 -$1,513,360 $3.29 83
2019 Q1 68,214,553 $236,252,448 -$8,050,041 $3.46 75
2018 Q4 71,370,917 $276,180,201 -$2,605,894 $3.87 89
2018 Q3 70,164,191 $515,668,706 -$111,287 $7.35 89
2018 Q2 69,848,526 $586,758,794 -$7,655,392 $8.40 99
2018 Q1 70,830,195 $502,782,619 -$5,783,215 $7.10 96
2017 Q4 71,523,061 $554,222,144 +$17,874,865 $7.75 97
2017 Q3 68,736,073 $597,935,041 -$1,858,453 $8.70 95
2017 Q2 68,544,455 $698,520,702 +$20,523,235 $10.20 105
2017 Q1 66,970,309 $465,432,626 +$13,352,724 $6.95 84
2016 Q4 65,334,853 $461,441,663 +$16,432,410 $7.05 87
2016 Q3 62,589,805 $441,868,000 -$5,440,706 $7.06 83
2016 Q2 65,907,159 $276,144,000 -$22,112,438 $4.19 82
2016 Q1 70,866,455 $316,060,000 +$2,127,978 $4.46 86
2015 Q4 69,296,277 $473,949,000 -$5,341,747 $6.84 100
2015 Q3 72,762,514 $353,688,000 +$62,758,587 $4.86 92
2015 Q2 52,973,815 $568,409,000 -$7,971,433 $10.73 98
2015 Q1 53,998,435 $573,201,000 +$38,484,128 $10.62 105
2014 Q4 49,893,894 $591,953,008 +$12,938,938 $11.85 117
2014 Q3 47,676,307 $575,584,000 -$14,699,680 $12.07 121
2014 Q2 49,205,150 $695,564,624 -$1,119,195 $14.08 106
2014 Q1 49,323,932 $589,210,000 +$31,829,210 $11.81 101