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, Q4 2023
Institutional positions in Sotera Health Co as of Dec 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
- 180
- +11 vs. Q3 2023
- Shares held
- 256.1M
- +2.38M (+0.9%) vs. Q3 2023
- Total value
- $4.32B
- +$514.3M (+13.5%) vs. Q3 2023
- New holders
- 31
- 64 more added
- Sold out
- 20
- 65 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $67 | 0.00% | −15−78.9% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $85 | 0.00% | −38−88.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $118 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 18 | $304 | 0.00% | −5−21.7% | Reduced |
| Global Retirement Partners, LLC | 20 | $304 | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 42 | $708 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $826 | 0.00% | +49 | New |
| Nisa Investment Advisors, LLC | 75 | $1.26K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 81 | $1.36K | 0.00% | +81 | New |
| Farther Finance Advisors, LLC | 94 | $1.58K | 0.00% | +27+40.3% | Added |
| Sachetta, LLC | 98 | $1.65K | 0.00% | +98 | New |
| Wiser Advisor Group LLC | 100 | $1.69K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 178 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 182 | $3.07K | 0.00% | +182 | New |
| Massmutual Trust Co FSB | 210 | $3.54K | 0.00% | −86−29.1% | Reduced |
| Allworth Financial LP | 277 | $4.67K | 0.00% | +11+4.1% | Added |
| Fortitude Family Office, LLC | 303 | $5.11K | 0.00% | +303 | New |
| Lindbrook Capital, LLC | 310 | $5.22K | 0.00% | +28+9.9% | Added |
| Quent Capital, LLC | 311 | $5.24K | 0.00% | +116+59.5% | Added |
| Loomis Sayles & Co L P | 367 | $6.00K | 0.00% | +367 | New |
| Ronald Blue Trust, Inc. | 374 | $6.00K | 0.00% | +374 | New |
| UBS Group AG | 360 | $6.07K | 0.00% | −3,432−90.5% | Reduced |
| Bell Investment Advisors, Inc | 370 | $6.24K | 0.00% | +370 | New |
| Principal Securities, Inc. | 429 | $7.23K | 0.00% | +429 | New |
| GAMMA Investing LLC | 701 | $10.3K | 0.00% | +701 | New |
| Signaturefd, LLC | 861 | $14.5K | 0.00% | −881−50.6% | Reduced |
| Quadrant Capital Group LLC | 999 | $16.8K | 0.00% | +258+34.8% | Added |
| First Horizon Advisors, Inc. | 1,005 | $16.9K | 0.00% | −387−27.8% | Reduced |
| Group One Trading, L.P. | 1,093 | $18.4K | 0.00% | −808−42.5% | Reduced |
| CWM, LLC | 1,153 | $19.0K | 0.00% | −502−30.3% | Reduced |
| Acadian Asset Management LLC | 1,133 | $19.0K | 0.00% | +1,133 | New |
| Parallel Advisors, LLC | 1,166 | $19.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,287 | $21.7K | 0.00% | +1,105+607.1% | Added |
| Pineridge Advisors LLC | 1,344 | $22.6K | 0.01% | +1,344 | New |
| Fifth Third Bancorp | 1,782 | $30.0K | 0.00% | +421+30.9% | Added |
| Advisor Group Holdings, Inc. | 2,401 | $40.5K | 0.00% | −1,246−34.2% | Reduced |
| State of Wyoming | 2,948 | $49.7K | 0.01% | −1,389−32.0% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 3,122 | $52.6K | 0.04% | −7,101−69.5% | Reduced |
| Covestor Ltd | 3,581 | $60.0K | 0.04% | +693+24.0% | Added |
| DekaBank Deutsche Girozentrale | 3,852 | $66.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,553 | $76.7K | 0.00% | −172−3.6% | Reduced |
| Deutsche Bank AG | 5,502 | $92.7K | 0.00% | +260+5.0% | Added |
| Tower Research Capital LLC (TRC) | 6,435 | $108.4K | 0.00% | −6,924−51.8% | Reduced |
| Lazard Asset Management LLC | 6,636 | $110.0K | 0.00% | −4,344−39.6% | Reduced |
| FMR LLC | 7,248 | $122.1K | 0.00% | +146+2.1% | Added |
| Quest Partners LLC | 8,231 | $138.7K | 0.03% | +8,231 | New |
| Securian Asset Management, Inc | 8,278 | $139.5K | 0.00% | −100−1.2% | Reduced |
| US Bancorp | 9,407 | $158.5K | 0.00% | −287−3.0% | Reduced |
| Wells Fargo & Company | 10,413 | $175.5K | 0.00% | +5,455+110.0% | Added |
| Allegheny Financial Group LTD | 10,480 | $176.6K | 0.06% | +10,480 | New |
| Mercer Global Advisors Inc | 10,510 | $177.0K | 0.00% | +193+1.9% | Added |
| Panagora Asset Management Inc | 10,757 | $181.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,126 | $187.5K | 0.00% | −434,716−97.5% | Reduced |
| State of Alaska, Department of Revenue | 11,190 | $188.0K | 0.00% | −565−4.8% | Reduced |
| Pictet Asset Management Holding SA | 11,256 | $189.7K | 0.00% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 11,495 | $193.7K | 0.06% | +11,495 | New |
| Capstone Investment Advisors, LLC | 12,319 | $207.6K | 0.00% | +12,319 | New |
| Bridgefront Capital, LLC | 12,478 | $210.3K | 0.16% | +12,478 | New |
| Gotham Asset Management, LLC | 12,841 | $216.4K | 0.00% | −1,808−12.3% | Reduced |
| Federated Hermes, Inc. | 13,500 | $227.5K | 0.00% | −481−3.4% | Reduced |
| Aigen Investment Management, LP | 14,397 | $242.6K | 0.04% | +14,397 | New |
| Pacer Advisors, Inc. | 14,864 | $250.5K | 0.00% | +6,580+79.4% | Added |
| Bank of America Corp | 15,190 | $256.0K | 0.00% | −14,816−49.4% | Reduced |
| American Century Companies Inc | 16,453 | $277.2K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 16,589 | $279.5K | 0.03% | +269+1.6% | Added |
| Campbell & CO Investment Adviser LLC | 17,197 | $289.8K | 0.03% | −11,667−40.4% | Reduced |
| Public Employees Retirement Association of Colorado | 17,909 | $302.0K | 0.00% | −2,553−12.5% | Reduced |
| D. E. Shaw & Co., Inc. | 18,897 | $318.4K | 0.00% | −66,751−77.9% | Reduced |
| Xponance, Inc. | 19,210 | $323.7K | 0.00% | −187−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,284 | $324.9K | 0.03% | +19,284 | New |
| New Mexico Educational Retirement Board | 20,200 | $340.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,420 | $344.1K | 0.04% | +20,420 | New |
| Ethic Inc. | 20,809 | $350.6K | 0.01% | −12,348−37.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,827 | $367.8K | 0.00% | +1,796+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,007 | $370.8K | 0.01% | +70+0.3% | Added |
| Ameritas Investment Partners, Inc. | 22,184 | $373.8K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 23,591 | $397.5K | 0.00% | −118,169−83.4% | Reduced |
| State of Michigan Retirement System | 23,700 | $399.3K | 0.00% | +100+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,921 | $403.1K | 0.00% | +9,090+61.3% | Added |
| Handelsbanken Fonder AB | 24,100 | $406.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,711 | $416.0K | 0.00% | −57−0.2% | Reduced |
| PEAK6 Investments LLC | 26,964 | $454.3K | 0.02% | +26,964 | New |
| Arizona State Retirement System | 27,652 | $465.9K | 0.00% | −502−1.8% | Reduced |
| Louisiana State Employees Retirement System | 27,800 | $468.4K | 0.01% | −200−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 27,900 | $470.1K | 0.01% | +200+0.7% | Added |
| Simplex Trading, LLC | 28,154 | $474.0K | 0.01% | +12,024+74.5% | Added |
| Jump Financial, LLC | 29,706 | $500.5K | 0.02% | +29,706 | New |
| First Trust Advisors LP | 31,240 | $526.4K | 0.00% | −577,172−94.9% | Reduced |
| Dark Forest Capital Management LP | 32,026 | $539.6K | 0.08% | +32,026 | New |
| Teachers Retirement System of the State of Kentucky | 33,890 | $571.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 33,919 | $571.5K | 0.00% | +30,919+1,030.6% | Added |
| Voya Investment Management LLC | 34,058 | $573.9K | 0.00% | −892−2.6% | Reduced |
| Ontario Teachers Pension Plan Board | 35,407 | $596.6K | 0.01% | +17,134+93.8% | Added |
| Nebula Research & Development LLC | 35,660 | $600.9K | 0.18% | +35,660 | New |
| Comerica Bank | 40,105 | $675.8K | 0.00% | +189+0.5% | Added |
| Public Employees Retirement System of Ohio | 41,349 | $696.7K | 0.00% | +1,130+2.8% | Added |
| Envestnet Asset Management Inc | 42,958 | $723.8K | 0.00% | +5,433+14.5% | Added |
| Treasurer of the State of North Carolina | 43,790 | $738.0K | 0.00% | +430+1.0% | Added |