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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 23,700 | $399.3K | 0.00% | +100+0.4% | Added |
| AQR Capital Management LLC | 23,591 | $397.5K | 0.00% | −118,169−83.4% | Reduced |
| Ameritas Investment Partners, Inc. | 22,184 | $373.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 22,007 | $370.8K | 0.01% | +70+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,827 | $367.8K | 0.00% | +1,796+9.0% | Added |
| Ethic Inc. | 20,809 | $350.6K | 0.01% | −12,348−37.2% | Reduced |
| Bayesian Capital Management, LP | 20,420 | $344.1K | 0.04% | +20,420 | New |
| New Mexico Educational Retirement Board | 20,200 | $340.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 19,284 | $324.9K | 0.03% | +19,284 | New |
| Xponance, Inc. | 19,210 | $323.7K | 0.00% | −187−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 18,897 | $318.4K | 0.00% | −66,751−77.9% | Reduced |
| Public Employees Retirement Association of Colorado | 17,909 | $302.0K | 0.00% | −2,553−12.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,197 | $289.8K | 0.03% | −11,667−40.4% | Reduced |
| Duality Advisers, LP | 16,589 | $279.5K | 0.03% | +269+1.6% | Added |
| American Century Companies Inc | 16,453 | $277.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,190 | $256.0K | 0.00% | −14,816−49.4% | Reduced |
| Pacer Advisors, Inc. | 14,864 | $250.5K | 0.00% | +6,580+79.4% | Added |
| Aigen Investment Management, LP | 14,397 | $242.6K | 0.04% | +14,397 | New |
| Federated Hermes, Inc. | 13,500 | $227.5K | 0.00% | −481−3.4% | Reduced |
| Gotham Asset Management, LLC | 12,841 | $216.4K | 0.00% | −1,808−12.3% | Reduced |
| Bridgefront Capital, LLC | 12,478 | $210.3K | 0.16% | +12,478 | New |
| Capstone Investment Advisors, LLC | 12,319 | $207.6K | 0.00% | +12,319 | New |
| Sierra Summit Advisors LLC | 11,495 | $193.7K | 0.06% | +11,495 | New |
| Pictet Asset Management Holding SA | 11,256 | $189.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 11,190 | $188.0K | 0.00% | −565−4.8% | Reduced |
| Balyasny Asset Management LLC | 11,126 | $187.5K | 0.00% | −434,716−97.5% | Reduced |
| Panagora Asset Management Inc | 10,757 | $181.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,510 | $177.0K | 0.00% | +193+1.9% | Added |
| Allegheny Financial Group LTD | 10,480 | $176.6K | 0.06% | +10,480 | New |
| Wells Fargo & Company | 10,413 | $175.5K | 0.00% | +5,455+110.0% | Added |
| US Bancorp | 9,407 | $158.5K | 0.00% | −287−3.0% | Reduced |
| Securian Asset Management, Inc | 8,278 | $139.5K | 0.00% | −100−1.2% | Reduced |
| Quest Partners LLC | 8,231 | $138.7K | 0.03% | +8,231 | New |
| FMR LLC | 7,248 | $122.1K | 0.00% | +146+2.1% | Added |
| Lazard Asset Management LLC | 6,636 | $110.0K | 0.00% | −4,344−39.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,435 | $108.4K | 0.00% | −6,924−51.8% | Reduced |
| Deutsche Bank AG | 5,502 | $92.7K | 0.00% | +260+5.0% | Added |
| The PNC Financial Services Group, Inc. | 4,553 | $76.7K | 0.00% | −172−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 3,852 | $66.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,581 | $60.0K | 0.04% | +693+24.0% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 3,122 | $52.6K | 0.04% | −7,101−69.5% | Reduced |
| State of Wyoming | 2,948 | $49.7K | 0.01% | −1,389−32.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,401 | $40.5K | 0.00% | −1,246−34.2% | Reduced |
| Fifth Third Bancorp | 1,782 | $30.0K | 0.00% | +421+30.9% | Added |
| Pineridge Advisors LLC | 1,344 | $22.6K | 0.01% | +1,344 | New |
| IFP Advisors, Inc | 1,287 | $21.7K | 0.00% | +1,105+607.1% | Added |
| Parallel Advisors, LLC | 1,166 | $19.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Group One Trading, L.P. | 1,093 | $18.4K | 0.00% | −808−42.5% | Reduced |
| First Horizon Advisors, Inc. | 1,005 | $16.9K | 0.00% | −387−27.8% | Reduced |
| Quadrant Capital Group LLC | 999 | $16.8K | 0.00% | +258+34.8% | Added |
| Signaturefd, LLC | 861 | $14.5K | 0.00% | −881−50.6% | Reduced |
| GAMMA Investing LLC | 701 | $10.3K | 0.00% | +701 | New |
| Principal Securities, Inc. | 429 | $7.23K | 0.00% | +429 | New |
| Bell Investment Advisors, Inc | 370 | $6.24K | 0.00% | +370 | New |
| UBS Group AG | 360 | $6.07K | 0.00% | −3,432−90.5% | Reduced |
| Loomis Sayles & Co L P | 367 | $6.00K | 0.00% | +367 | New |
| Ronald Blue Trust, Inc. | 374 | $6.00K | 0.00% | +374 | New |
| Quent Capital, LLC | 311 | $5.24K | 0.00% | +116+59.5% | Added |
| Lindbrook Capital, LLC | 310 | $5.22K | 0.00% | +28+9.9% | Added |
| Fortitude Family Office, LLC | 303 | $5.11K | 0.00% | +303 | New |
| Allworth Financial LP | 277 | $4.67K | 0.00% | +11+4.1% | Added |
| Massmutual Trust Co FSB | 210 | $3.54K | 0.00% | −86−29.1% | Reduced |
| EverSource Wealth Advisors, LLC | 182 | $3.07K | 0.00% | +182 | New |
| Parkside Financial Bank & Trust | 178 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 100 | $1.69K | 0.00% | +100 | New |
| Sachetta, LLC | 98 | $1.65K | 0.00% | +98 | New |
| Farther Finance Advisors, LLC | 94 | $1.58K | 0.00% | +27+40.3% | Added |
| Russell Investments Group, Ltd. | 81 | $1.36K | 0.00% | +81 | New |
| Nisa Investment Advisors, LLC | 75 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $826 | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 42 | $708 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $304 | 0.00% | −5−21.7% | Reduced |
| Global Retirement Partners, LLC | 20 | $304 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $118 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 5 | $85 | 0.00% | −38−88.4% | Reduced |
| AdvisorNet Financial, Inc | 4 | $67 | 0.00% | −15−78.9% | Reduced |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Bridger Management, LLC | 0 | $0 | 0.00% | −260,400−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −174,487−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −154,667−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −147,263−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −74,730−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −68,198−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −52,606−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −49,916−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −38,894−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −25,011−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −16,697−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −14,661−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −11,642−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |