Sono Group (SSM): which funds own it

Who owns Sono Group?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Alpine Fox Capital, 21.5% (13D filed Oct 1, 2026), Anson Funds Management, 9.9% (13G/A filed Aug 14, 2026) and Christopher Kelly, 5.5% (13D filed Sep 8, 2026). Bambino 255 V V UG haftungsbeschrankt is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were Anson Funds Management (10.0% of the shares), Yorkville Advisors Global (4.9%) and Fitzgerald Cantor (3.7%).

Sources:13D by Alpine Fox Capital (Oct 1, 2026) ↗13G/A by Anson Funds Management (Aug 14, 2026) ↗13D by Christopher Kelly (Sep 8, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (May 15, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

• Anson Funds Management142 KType not verified · 9.97% of the company+42 K
• Yorkville Advisors Global70 KType not verified · 4.91% of the company0
• Fitzgerald Cantor53 KBank or trading desk · 3.73% of the company−46 K
• UBS Group3,026Bank or trading desk · 0.21% of the company+2,608
• Citigroup271Bank or trading desk · 0.02% of the company+271
• Group One Trading95Bank or trading desk · 0.01% of the company0
• Wells Fargo53Bank or trading desk · 0.00% of the company+53
• Osaic Holdings16Wealth adviser · 0.00% of the company+2
• SBI Securities5Type not verified · 0.00% of the company−33
• Morgan Stanley1Bank or trading desk · 0.00% of the company0

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 18.9% of the shares · top 10: 18.9%

Shares reported by the 12 13F filers as of Jun 30, 2026 (not counting 1 position with implausible figures), divided by the shares outstanding on the cover of the company's latest report (May 15, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Earnings quality and debt

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

• May 8, 2026Mediumfiling ↗

  Exit or restructuring costs (Item 2.05)

  «Transfer of Sono Motors to Its Management Team Marks Full Completion of the Strategic Transition Announced in March 2026; Sono Group Currently Operates as a…»

• Mar 19, 2026Mediumfiling ↗

  Exit or restructuring costs (Item 2.05)

  «Board-approved transition positions the Company to pursue recurring cash flow generation and a clearer path toward long-term shareholder value, with the goal…»

• Mar 10, 2026Routinefiling ↗

  Unregistered sale of equity securities (Item 3.02)

• Feb 24, 2026Routinefiling ↗

  Unregistered sale of equity securities (Item 3.02)

• Jan 29, 2026Routinefiling ↗

  Unregistered sale of equity securities (Item 3.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.