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 2024
Institutional positions in Sotera Health Co as of Mar 31, 2024. 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
- 197
- +18 vs. Q4 2023
- Shares held
- 262.9M
- +7.10M (+2.8%) vs. Q4 2023
- Total value
- $3.16B
- −$1.15B (−26.7%) vs. Q4 2023
- New holders
- 38
- 90 more added
- Sold out
- 20
- 43 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $97 | 0.00% | +1+14.3% | Added |
| EverSource Wealth Advisors, LLC | 17 | $190 | 0.00% | −165−90.7% | Reduced |
| SJS Investment Consulting Inc. | 21 | $253 | 0.00% | +3+16.7% | Added |
| JFS Wealth Advisors, LLC | 34 | $409 | 0.00% | +29+580.0% | Added |
| Farmers & Merchants Investments Inc | 42 | $504 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $589 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 75 | $901 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $1.00K | 0.00% | +35 | New |
| Farther Finance Advisors, LLC | 94 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 122 | $1.47K | 0.00% | −1,222−90.9% | Reduced |
| Smartleaf Asset Management LLC | 133 | $1.58K | 0.00% | +133 | New |
| Russell Investments Group, Ltd. | 133 | $1.60K | 0.00% | +52+64.2% | Added |
| Sachetta, LLC | 98 | $1.65K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 145 | $1.74K | 0.00% | −2,803−95.1% | Reduced |
| Parkside Financial Bank & Trust | 178 | $2.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 185 | $2.22K | 0.00% | −25−11.9% | Reduced |
| Allworth Financial LP | 269 | $3.23K | 0.00% | −8−2.9% | Reduced |
| Fortitude Family Office, LLC | 303 | $3.64K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 310 | $3.72K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 311 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 370 | $4.44K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 446 | $5.36K | 0.00% | +17+4.0% | Added |
| Quadrant Capital Group LLC | 572 | $6.87K | 0.00% | −427−42.7% | Reduced |
| Covestor Ltd | 652 | $7.00K | 0.00% | −2,929−81.8% | Reduced |
| GAMMA Investing LLC | 786 | $9.44K | 0.00% | +85+12.1% | Added |
| Signaturefd, LLC | 966 | $11.6K | 0.00% | +105+12.2% | Added |
| Point72 (DIFC) Ltd | 996 | $12.0K | 0.00% | +996 | New |
| Acadian Asset Management LLC | 1,133 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,107 | $13.3K | 0.00% | +102+10.1% | Added |
| Parallel Advisors, LLC | 1,140 | $13.7K | 0.00% | −26−2.2% | Reduced |
| CWM, LLC | 1,153 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,247 | $15.0K | 0.00% | −40−3.1% | Reduced |
| ORG Partners LLC | 1,850 | $21.6K | 0.04% | +1,850 | New |
| Fifth Third Bancorp | 1,921 | $23.1K | 0.00% | +139+7.8% | Added |
| Group One Trading, L.P. | 2,634 | $31.6K | 0.00% | +1,541+141.0% | Added |
| PEAK6 Investments LLC | 2,816 | $33.8K | 0.00% | −24,148−89.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,020 | $36.3K | 0.00% | +619+25.8% | Added |
| Point72 Hong Kong Ltd | 3,153 | $37.9K | 0.00% | +3,153 | New |
| DekaBank Deutsche Girozentrale | 3,852 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,852 | $46.0K | 0.00% | −2,784−42.0% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 3,122 | $50.8K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,795 | $57.6K | 0.00% | −5,618−54.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,874 | $58.5K | 0.00% | +321+7.1% | Added |
| FMR LLC | 7,445 | $89.4K | 0.00% | +197+2.7% | Added |
| Royal Bank of Canada | 7,772 | $93.0K | 0.00% | −46,232−85.6% | Reduced |
| Deutsche Bank AG | 8,531 | $102.5K | 0.00% | +3,029+55.1% | Added |
| US Bancorp | 9,161 | $110.0K | 0.00% | −246−2.6% | Reduced |
| Sandia Investment Management LP | 10,000 | $120.1K | 0.12% | +10,000 | New |
| Securian Asset Management, Inc | 10,178 | $122.2K | 0.00% | +1,900+23.0% | Added |
| Pathstone Holdings, LLC | 10,217 | $122.7K | 0.00% | +10,217 | New |
| Tower Research Capital LLC (TRC) | 10,310 | $123.8K | 0.00% | +3,875+60.2% | Added |
| Allegheny Financial Group LTD | 10,595 | $127.2K | 0.04% | +115+1.1% | Added |
| Panagora Asset Management Inc | 10,757 | $129.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,256 | $135.2K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,930 | $143.3K | 0.00% | −911−7.1% | Reduced |
| Bank of Montreal | 11,886 | $143.9K | 0.00% | +11,886 | New |
| HBK Investments L P | 12,500 | $150.1K | 0.00% | +12,500 | New |
| Envestnet Asset Management Inc | 12,609 | $151.4K | 0.00% | −30,349−70.6% | Reduced |
| Jump Financial, LLC | 12,900 | $154.9K | 0.00% | −16,806−56.6% | Reduced |
| Creative Planning | 13,088 | $157.2K | 0.00% | +13,088 | New |
| State of Alaska, Department of Revenue | 13,490 | $162.0K | 0.00% | +2,300+20.6% | Added |
| Brandes Investment Partners, LP | 14,062 | $168.9K | 0.00% | +14,062 | New |
| Fox Run Management, L.L.C. | 14,597 | $175.3K | 0.04% | +14,597 | New |
| Campbell & CO Investment Adviser LLC | 14,601 | $175.4K | 0.02% | −2,596−15.1% | Reduced |
| Sherbrooke Park Advisers LLC | 14,682 | $176.3K | 0.03% | +14,682 | New |
| Ethic Inc. | 15,509 | $186.3K | 0.00% | −5,300−25.5% | Reduced |
| AQR Capital Management LLC | 15,511 | $186.3K | 0.00% | −8,080−34.3% | Reduced |
| Simplex Trading, LLC | 15,670 | $188.0K | 0.01% | −12,484−44.3% | Reduced |
| Federated Hermes, Inc. | 15,772 | $189.4K | 0.00% | +2,272+16.8% | Added |
| Petrus Trust Company, LTA | 16,125 | $193.7K | 0.02% | +16,125 | New |
| Citigroup Inc | 16,220 | $194.8K | 0.00% | −17,699−52.2% | Reduced |
| Public Employees Retirement Association of Colorado | 16,210 | $195.0K | 0.00% | −1,699−9.5% | Reduced |
| American Century Companies Inc | 16,453 | $197.6K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 16,933 | $203.4K | 0.00% | −115,407−87.2% | Reduced |
| Quest Partners LLC | 16,981 | $203.9K | 0.04% | +8,750+106.3% | Added |
| Pacer Advisors, Inc. | 18,736 | $225.0K | 0.00% | +3,872+26.0% | Added |
| EntryPoint Capital, LLC | 19,181 | $230.4K | 0.21% | +19,181 | New |
| New Mexico Educational Retirement Board | 20,200 | $243.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,686 | $248.4K | 0.00% | −51,406−71.3% | Reduced |
| Quadrature Capital Ltd | 21,464 | $257.8K | 0.00% | +21,464 | New |
| Prelude Capital Management, LLC | 22,856 | $274.5K | 0.02% | +22,856 | New |
| Xponance, Inc. | 22,925 | $275.3K | 0.00% | +3,715+19.3% | Added |
| Verition Fund Management LLC | 23,576 | $283.1K | 0.00% | +23,576 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,921 | $287.3K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 24,100 | $289.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 24,741 | $297.1K | 0.00% | +24,741 | New |
| Arizona State Retirement System | 27,185 | $326.5K | 0.00% | −467−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,508 | $330.4K | 0.00% | +5,681+26.0% | Added |
| Ameritas Investment Partners, Inc. | 27,584 | $331.3K | 0.01% | +5,400+24.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,736 | $333.1K | 0.01% | +5,729+26.0% | Added |
| Duality Advisers, LP | 29,019 | $348.5K | 0.03% | +12,430+74.9% | Added |
| Fisher Asset Management, LLC | 30,029 | $360.6K | 0.00% | +30,029 | New |
| State of Michigan Retirement System | 30,500 | $366.3K | 0.00% | +6,800+28.7% | Added |
| Oregon Public Employees Retirement Fund | 30,682 | $368.5K | 0.01% | +2,782+10.0% | Added |
| Thrivent Financial for Lutherans | 31,163 | $374.0K | 0.00% | +6,452+26.1% | Added |
| Teachers Retirement System of the State of Kentucky | 33,890 | $407.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 35,800 | $430.0K | 0.01% | +8,000+28.8% | Added |