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, Q3 2023
Institutional positions in Sotera Health Co as of Sep 30, 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
- 171
- −6 vs. Q2 2023
- Shares held
- 253.8M
- +1.59M (+0.6%) vs. Q2 2023
- Total value
- $3.80B
- −$946.4M (−19.9%) vs. Q2 2023
- New holders
- 19
- 51 more added
- Sold out
- 25
- 74 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 19 | $284 | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 19 | $285 | 0.00% | +8+72.7% | Added |
| SJS Investment Consulting Inc. | 23 | $345 | 0.00% | +6+35.3% | Added |
| Newbridge Financial Services Group, Inc. | 39 | $584 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $629 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $645 | 0.00% | +8+22.9% | Added |
| Bessemer Group Inc | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 97 | $1.00K | 0.00% | +97 | New |
| Farther Finance Advisors, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 75 | $1.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 178 | $2.67K | 0.00% | −1,567−89.8% | Reduced |
| IFP Advisors, Inc | 182 | $2.73K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 195 | $2.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 266 | $3.98K | 0.00% | +166+166.0% | Added |
| Lindbrook Capital, LLC | 282 | $4.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 296 | $4.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 741 | $11.1K | 0.00% | +138+22.9% | Added |
| Ancora Advisors, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,166 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,361 | $20.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,392 | $20.9K | 0.00% | +126+10.0% | Added |
| CWM, LLC | 1,655 | $25.0K | 0.00% | +246+17.5% | Added |
| Signaturefd, LLC | 1,742 | $26.1K | 0.00% | −62−3.4% | Reduced |
| Group One Trading, L.P. | 1,901 | $28.5K | 0.00% | +1,901 | New |
| Covestor Ltd | 2,888 | $43.0K | 0.03% | +53+1.9% | Added |
| Citigroup Inc | 3,000 | $44.9K | 0.00% | −4,906−62.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,647 | $54.6K | 0.00% | +1,098+43.1% | Added |
| UBS Group AG | 3,792 | $56.8K | 0.00% | −129−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 3,852 | $58.0K | 0.00% | +3,852 | New |
| State of Wyoming | 4,337 | $65.0K | 0.01% | −2,589−37.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,725 | $70.8K | 0.00% | −95−2.0% | Reduced |
| Wells Fargo & Company | 4,958 | $74.3K | 0.00% | −1,638−24.8% | Reduced |
| Deutsche Bank AG | 5,242 | $78.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,102 | $106.4K | 0.00% | −3,571−33.5% | Reduced |
| Pacer Advisors, Inc. | 8,284 | $124.1K | 0.00% | −18,696−69.3% | Reduced |
| Securian Asset Management, Inc | 8,378 | $125.5K | 0.00% | −430−4.9% | Reduced |
| US Bancorp | 9,694 | $145.2K | 0.00% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 10,223 | $153.1K | 0.12% | −150,307−93.6% | Reduced |
| Mercer Global Advisors Inc | 10,317 | $155.0K | 0.00% | +10,317 | New |
| Amundi | 11,642 | $155.5K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,757 | $161.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,980 | $163.0K | 0.00% | +2,083+23.4% | Added |
| Pictet Asset Management Holding SA | 11,256 | $168.6K | 0.00% | +11,256 | New |
| State of Alaska, Department of Revenue | 11,755 | $176.0K | 0.00% | −500−4.1% | Reduced |
| XTX Topco Ltd | 12,235 | $183.3K | 0.03% | +12,235 | New |
| Shay Capital LLC | 13,300 | $199.2K | 0.06% | +13,300 | New |
| Tower Research Capital LLC (TRC) | 13,359 | $200.1K | 0.01% | −5,060−27.5% | Reduced |
| Man Group plc | – | $206.0K | 0.00% | – | – |
| Federated Hermes, Inc. | 13,981 | $209.4K | 0.00% | −2,017−12.6% | Reduced |
| Gotham Asset Management, LLC | 14,649 | $219.4K | 0.00% | +716+5.1% | Added |
| Pinkerton Retirement Specialists, LLC | 14,661 | $219.6K | 0.05% | +14,661 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,831 | $222.2K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 15,886 | $238.0K | 0.00% | +3,000+23.3% | Added |
| Simplex Trading, LLC | 16,130 | $241.0K | 0.01% | −244−1.5% | Reduced |
| Duality Advisers, LP | 16,320 | $244.5K | 0.03% | +16,320 | New |
| American Century Companies Inc | 16,453 | $246.5K | 0.00% | −140−0.8% | Reduced |
| Balboa Wealth Partners | 16,697 | $250.1K | 0.09% | +16,697 | New |
| Inherent Group, LP | 16,745 | $250.8K | 0.17% | +16,745 | New |
| Ontario Teachers Pension Plan Board | 18,273 | $273.7K | 0.00% | −90,510−83.2% | Reduced |
| Victory Capital Management Inc | 18,572 | $278.2K | 0.00% | +2,117+12.9% | Added |
| Xponance, Inc. | 19,397 | $290.6K | 0.00% | −251−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,031 | $300.1K | 0.00% | −27,767−58.1% | Reduced |
| New Mexico Educational Retirement Board | 20,200 | $303.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,462 | $307.0K | 0.00% | −188−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,937 | $328.6K | 0.01% | −39−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 22,184 | $332.3K | 0.01% | −2,529−10.2% | Reduced |
| State of Michigan Retirement System | 23,600 | $353.5K | 0.00% | −800−3.3% | Reduced |
| Handelsbanken Fonder AB | 24,100 | $361.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,768 | $371.0K | 0.00% | −754−3.0% | Reduced |
| Oak Thistle LLC | 25,011 | $374.7K | 0.11% | +25,011 | New |
| Oregon Public Employees Retirement Fund | 27,700 | $414.9K | 0.01% | −900−3.1% | Reduced |
| Louisiana State Employees Retirement System | 28,000 | $419.4K | 0.01% | −900−3.1% | Reduced |
| Arizona State Retirement System | 28,154 | $421.7K | 0.00% | +380+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 28,864 | $432.4K | 0.05% | +28,864 | New |
| Bank of America Corp | 30,006 | $449.5K | 0.00% | −28,542−48.7% | Reduced |
| Ensign Peak Advisors, Inc | 32,050 | $480.1K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 33,157 | $496.7K | 0.02% | −2,643−7.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,890 | $507.0K | 0.01% | +16,311+92.8% | Added |
| Voya Investment Management LLC | 34,950 | $523.6K | 0.00% | −1,044−2.9% | Reduced |
| Jane Street Group, LLC | 36,098 | $540.7K | 0.00% | −6,098−14.5% | Reduced |
| ExodusPoint Capital Management, LP | 36,263 | $543.0K | 0.01% | +13,184+57.1% | Added |
| Envestnet Asset Management Inc | 37,525 | $562.1K | 0.00% | −2,136−5.4% | Reduced |
| JustInvest LLC | 38,894 | $582.6K | 0.02% | −244−0.6% | Reduced |
| Comerica Bank | 39,916 | $597.9K | 0.00% | +39,916 | New |
| Public Employees Retirement System of Ohio | 40,219 | $602.0K | 0.00% | −4,456−10.0% | Reduced |
| Royal Bank of Canada | 42,346 | $634.0K | 0.00% | +507+1.2% | Added |
| Treasurer of the State of North Carolina | 43,360 | $650.0K | 0.00% | +220+0.5% | Added |
| Price T Rowe Associates Inc | 44,763 | $671.0K | 0.00% | +1,354+3.1% | Added |
| State Board of Administration of Florida Retirement System | 45,123 | $675.9K | 0.00% | +150+0.3% | Added |
| Yousif Capital Management, LLC | 47,032 | $704.5K | 0.01% | −2,525−5.1% | Reduced |
| New York State Teachers Retirement System | 47,800 | $716.0K | 0.00% | +600+1.3% | Added |
| SEI Investments Co | 48,995 | $733.9K | 0.00% | −1,639−3.2% | Reduced |
| Renaissance Capital LLC | 49,916 | $747.7K | 0.40% | +11,779+30.9% | Added |
| STRS Ohio | 52,606 | $788.0K | 0.00% | +52,606 | New |
| MetLife Investment Management | 59,571 | $892.4K | 0.01% | −2,571−4.1% | Reduced |
| Two Sigma Advisers, LP | 59,700 | $894.3K | 0.00% | −13,400−18.3% | Reduced |
| Van Berkom & Associates Inc. | 62,109 | $930.0K | 0.03% | −4,500−6.8% | Reduced |
| Mutual of America Capital Management LLC | 64,324 | $963.6K | 0.01% | −6,844−9.6% | Reduced |