Sotera Health Co
SHC- Exchange
- Nasdaq
- Industry
- Services-Misc Health & Allied Services, NEC
- SEC CIK
- 0001822479
In the last 90 days, Sotera Health Co insiders filed 0 open-market purchases and 2 sales; 320 institutions reported holding it in 13F filings for Q2 2026, worth $5.21B in total; Greenlight Capital is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Sotera Health Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 184
- +13 vs. Q4 2022
- Shares held
- 250.7M
- +2.62M (+1.1%) vs. Q4 2022
- Total value
- $4.49B
- +$2.42B (+116.8%) vs. Q4 2022
- New holders
- 37
- 63 more added
- Sold out
- 24
- 67 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 320 | $5.21B |
| Q1 2026 | 300 | $3.94B |
| Q4 2025 | 286 | $4.69B |
| Q3 2025 | 245 | $4.17B |
| Q2 2025 | 225 | $3.03B |
| Q1 2025 | 206 | $3.17B |
| Q4 2024 | 217 | $3.63B |
| Q3 2024 | 210 | $4.45B |
| Q2 2024 | 205 | $3.13B |
| Q1 2024 | 197 | $3.16B |
| Q4 2023 | 180 | $4.32B |
| Q3 2023 | 171 | $3.80B |
| Q2 2023 | 178 | $4.75B |
| Q1 2023 | 184 | $4.49B |
| Q4 2022 | 172 | $2.07B |
| Q3 2022 | 184 | $1.68B |
| Q2 2022 | 178 | $4.89B |
| Q1 2022 | 147 | $5.36B |
| Q4 2021 | 146 | $5.82B |
| Q3 2021 | 140 | $6.40B |
| Q2 2021 | 134 | $5.95B |
| Q1 2021 | 132 | $6.19B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 28 | $0 | 0.00% | +10+55.6% | Added |
| Steward Financial Group LLC | 52 | $0 | 0.00% | +52 | New |
| Huntington National Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $125 | 0.00% | +3+75.0% | Added |
| Disciplined Investments, LLC | 11 | $197 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 15 | $269 | 0.00% | +7+87.5% | Added |
| Creative Planning | 17 | $305 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 17 | $305 | 0.00% | +17 | New |
| Dark Forest Capital Management LP | 23 | $412 | 0.00% | −78,631−100.0% | Reduced |
| Bell Investment Advisors, Inc | 29 | $520 | 0.00% | +29 | New |
| Schubert & Co | 36 | $645 | 0.00% | +35+3,500.0% | Added |
| Newbridge Financial Services Group, Inc. | 39 | $698 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $752 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 75 | $1.00K | 0.00% | +75 | New |
| Harvest Group Wealth Management, LLC | 59 | $1.06K | 0.00% | +59 | New |
| Prestige Wealth Management Group LLC | 63 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 81 | $1.45K | 0.00% | +14+20.9% | Added |
| TCI Wealth Advisors, Inc. | 85 | $1.52K | 0.00% | +4+4.9% | Added |
| Crewe Advisors LLC | 86 | $1.54K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 98 | $1.75K | 0.00% | −6,654−98.5% | Reduced |
| Allworth Financial LP | 100 | $1.79K | 0.00% | −14−12.3% | Reduced |
| Capital Advisors, Ltd. LLC | 95 | $2.00K | 0.00% | +95 | New |
| Quent Capital, LLC | 195 | $3.49K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 255 | $4.57K | 0.00% | −42−14.1% | Reduced |
| IFP Advisors, Inc | 182 | $4.57K | 0.00% | −699−79.3% | Reduced |
| Massmutual Trust Co FSB | 371 | $6.64K | 0.00% | +186+100.5% | Added |
| Ellevest, Inc. | 543 | $9.72K | 0.00% | −321−37.2% | Reduced |
| Covestor Ltd | 536 | $10.0K | 0.01% | −7,577−93.4% | Reduced |
| Quadrant Capital Group LLC | 657 | $11.8K | 0.00% | −239−26.7% | Reduced |
| Cutler Group LP | 800 | $14.0K | 0.00% | +300+60.0% | Added |
| Leonteq Securities AG | 900 | $16.1K | 0.00% | +900 | New |
| Ancora Advisors, LLC | 1,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,119 | $20.0K | 0.00% | +121+12.1% | Added |
| Signaturefd, LLC | 1,199 | $21.5K | 0.00% | +333+38.5% | Added |
| Parallel Advisors, LLC | 1,265 | $22.7K | 0.00% | +227+21.9% | Added |
| Advisor Group Holdings, Inc. | 1,270 | $22.7K | 0.00% | +825+185.4% | Added |
| Fifth Third Bancorp | 1,447 | $25.9K | 0.00% | +116+8.7% | Added |
| CWM, LLC | 1,522 | $27.0K | 0.00% | +113+8.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,587 | $28.4K | 0.00% | +1,587 | New |
| Acadian Asset Management LLC | 1,707 | $30.0K | 0.00% | +1,707 | New |
| Parkside Financial Bank & Trust | 3,042 | $54.5K | 0.01% | +501+19.7% | Added |
| Mendota Financial Group, LLC | 3,090 | $66.9K | 0.07% | +3,090 | New |
| The PNC Financial Services Group, Inc. | 4,990 | $89.4K | 0.00% | +30+0.6% | Added |
| Tower Research Capital LLC (TRC) | 5,059 | $91.0K | 0.00% | −744−12.8% | Reduced |
| Deutsche Bank AG | 5,242 | $93.9K | 0.00% | −325,868−98.4% | Reduced |
| Wells Fargo & Company | 6,384 | $114.3K | 0.00% | −71−1.1% | Reduced |
| Securian Asset Management, Inc | 8,924 | $159.8K | 0.00% | −100−1.1% | Reduced |
| US Bancorp | 9,694 | $173.6K | 0.00% | +601+6.6% | Added |
| State of Wyoming | 10,310 | $184.7K | 0.06% | −5,709−35.6% | Reduced |
| Delphia (USA) Inc. | 10,324 | $184.9K | 0.23% | −2,151−17.2% | Reduced |
| Panagora Asset Management Inc | 10,757 | $192.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,826 | $193.0K | 0.00% | +918+9.3% | Added |
| Virginia Retirement Systems Et Al | 10,786 | $193.2K | 0.00% | +10,786 | New |
| Walleye Trading LLC | 10,994 | $196.9K | 0.01% | +10,994 | New |
| Teacher Retirement System of Texas | 10,983 | $197.0K | 0.00% | −15,505−58.5% | Reduced |
| Amundi | 11,642 | $198.3K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 11,256 | $201.6K | 0.00% | +11,256 | New |
| Sawtooth Solutions, LLC | 11,658 | $208.8K | 0.01% | +11,658 | New |
| Bleakley Financial Group, LLC | 11,658 | $208.8K | 0.01% | +11,658 | New |
| Citigroup Inc | 12,546 | $224.7K | 0.00% | −16,904−57.4% | Reduced |
| American Century Companies Inc | 12,902 | $226.0K | 0.00% | +659+5.4% | Added |
| Corton Capital Inc. | 12,739 | $228.2K | 0.16% | −840−6.2% | Reduced |
| State of Alaska, Department of Revenue | 13,603 | $243.0K | 0.00% | −787−5.5% | Reduced |
| Gotham Asset Management, LLC | 13,920 | $249.3K | 0.01% | −1,761−11.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,764 | $264.4K | 0.00% | +3,288+28.7% | Added |
| Barclays PLC | 14,773 | $264.6K | 0.00% | −11,695−44.2% | Reduced |
| TriaGen Wealth Management LLC | 15,234 | $272.8K | 0.14% | +15,234 | New |
| Teachers Retirement System of the State of Kentucky | 15,947 | $286.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 16,708 | $299.2K | 0.00% | −4,927−22.8% | Reduced |
| Versor Investments LP | 16,815 | $301.2K | 0.04% | −27,385−62.0% | Reduced |
| Mariner, LLC | 17,076 | $306.0K | 0.00% | +17,076 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 17,503 | $313.5K | 0.00% | −501−2.8% | Reduced |
| New Mexico Educational Retirement Board | 17,900 | $321.0K | 0.02% | +2,300+14.7% | Added |
| PEAK6 Investments LLC | 20,174 | $361.3K | 0.02% | +2,232+12.4% | Added |
| Public Employees Retirement Association of Colorado | 20,650 | $370.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 21,905 | $392.3K | 0.01% | +12,767+139.7% | Added |
| Federated Hermes, Inc. | 22,548 | $403.8K | 0.00% | −274,751−92.4% | Reduced |
| SG Americas Securities, LLC | 22,950 | $411.0K | 0.01% | +22,950 | New |
| Xponance, Inc. | 23,593 | $422.6K | 0.01% | −33−0.1% | Reduced |
| Man Group plc | – | $427.3K | 0.00% | – | – |
| Dynamic Technology Lab Private Ltd | 24,004 | $430.0K | 0.04% | +24,004 | New |
| Handelsbanken Fonder AB | 24,100 | $432.0K | 0.00% | +9,100+60.7% | Added |
| Jane Street Group, LLC | 24,708 | $442.5K | 0.00% | −78,621−76.1% | Reduced |
| State of Michigan Retirement System | 24,900 | $446.0K | 0.00% | −200−0.8% | Reduced |
| Ergoteles LLC | 25,400 | $454.9K | 0.02% | −82,338−76.4% | Reduced |
| Ameritas Investment Partners, Inc. | 25,498 | $456.7K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 26,058 | $467.0K | 0.00% | −242−0.9% | Reduced |
| Louisiana State Employees Retirement System | 26,200 | $469.2K | 0.01% | −200−0.8% | Reduced |
| Pacer Advisors, Inc. | 27,190 | $487.0K | 0.00% | +8,040+42.0% | Added |
| Arizona State Retirement System | 28,610 | $512.4K | 0.00% | +670+2.4% | Added |
| Oregon Public Employees Retirement Fund | 29,000 | $519.4K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 30,554 | $547.2K | 0.01% | +7,083+30.2% | Added |
| Ensign Peak Advisors, Inc | 32,050 | $574.0K | 0.00% | +32,050 | New |
| Renaissance Capital LLC | 32,791 | $587.3K | 0.43% | +32,791 | New |
| Squarepoint Ops LLC | 33,068 | $592.2K | 0.00% | +18,231+122.9% | Added |
| State Board of Administration of Florida Retirement System | 34,057 | $610.0K | 0.00% | +12,430+57.5% | Added |
| Envestnet Asset Management Inc | 36,745 | $658.1K | 0.00% | −961−2.5% | Reduced |
| State of Tennessee, Treasury Department | 37,549 | $672.5K | 0.00% | −2,451−6.1% | Reduced |
| SEI Investments Co | 38,363 | $687.1K | 0.00% | −1,282−3.2% | Reduced |
| Susquehanna International Group, LLP | 38,687 | $692.9K | 0.00% | −233,501−85.8% | Reduced |