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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 30,682 | $368.5K | 0.01% | +2,782+10.0% | Added |
| State of Michigan Retirement System | 30,500 | $366.3K | 0.00% | +6,800+28.7% | Added |
| Fisher Asset Management, LLC | 30,029 | $360.6K | 0.00% | +30,029 | New |
| Duality Advisers, LP | 29,019 | $348.5K | 0.03% | +12,430+74.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,736 | $333.1K | 0.01% | +5,729+26.0% | Added |
| Ameritas Investment Partners, Inc. | 27,584 | $331.3K | 0.01% | +5,400+24.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,508 | $330.4K | 0.00% | +5,681+26.0% | Added |
| Arizona State Retirement System | 27,185 | $326.5K | 0.00% | −467−1.7% | Reduced |
| Marshall Wace, LLP | 24,741 | $297.1K | 0.00% | +24,741 | New |
| Handelsbanken Fonder AB | 24,100 | $289.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,921 | $287.3K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 23,576 | $283.1K | 0.00% | +23,576 | New |
| Xponance, Inc. | 22,925 | $275.3K | 0.00% | +3,715+19.3% | Added |
| Prelude Capital Management, LLC | 22,856 | $274.5K | 0.02% | +22,856 | New |
| Quadrature Capital Ltd | 21,464 | $257.8K | 0.00% | +21,464 | New |
| Victory Capital Management Inc | 20,686 | $248.4K | 0.00% | −51,406−71.3% | Reduced |
| New Mexico Educational Retirement Board | 20,200 | $243.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 19,181 | $230.4K | 0.21% | +19,181 | New |
| Pacer Advisors, Inc. | 18,736 | $225.0K | 0.00% | +3,872+26.0% | Added |
| Quest Partners LLC | 16,981 | $203.9K | 0.04% | +8,750+106.3% | Added |
| Allianz Asset Management GmbH | 16,933 | $203.4K | 0.00% | −115,407−87.2% | Reduced |
| American Century Companies Inc | 16,453 | $197.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,210 | $195.0K | 0.00% | −1,699−9.5% | Reduced |
| Citigroup Inc | 16,220 | $194.8K | 0.00% | −17,699−52.2% | Reduced |
| Petrus Trust Company, LTA | 16,125 | $193.7K | 0.02% | +16,125 | New |
| Federated Hermes, Inc. | 15,772 | $189.4K | 0.00% | +2,272+16.8% | Added |
| Simplex Trading, LLC | 15,670 | $188.0K | 0.01% | −12,484−44.3% | Reduced |
| AQR Capital Management LLC | 15,511 | $186.3K | 0.00% | −8,080−34.3% | Reduced |
| Ethic Inc. | 15,509 | $186.3K | 0.00% | −5,300−25.5% | Reduced |
| Sherbrooke Park Advisers LLC | 14,682 | $176.3K | 0.03% | +14,682 | New |
| Campbell & CO Investment Adviser LLC | 14,601 | $175.4K | 0.02% | −2,596−15.1% | Reduced |
| Fox Run Management, L.L.C. | 14,597 | $175.3K | 0.04% | +14,597 | New |
| Brandes Investment Partners, LP | 14,062 | $168.9K | 0.00% | +14,062 | New |
| State of Alaska, Department of Revenue | 13,490 | $162.0K | 0.00% | +2,300+20.6% | Added |
| Creative Planning | 13,088 | $157.2K | 0.00% | +13,088 | New |
| Jump Financial, LLC | 12,900 | $154.9K | 0.00% | −16,806−56.6% | Reduced |
| Envestnet Asset Management Inc | 12,609 | $151.4K | 0.00% | −30,349−70.6% | Reduced |
| HBK Investments L P | 12,500 | $150.1K | 0.00% | +12,500 | New |
| Bank of Montreal | 11,886 | $143.9K | 0.00% | +11,886 | New |
| Gotham Asset Management, LLC | 11,930 | $143.3K | 0.00% | −911−7.1% | Reduced |
| Pictet Asset Management Holding SA | 11,256 | $135.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,757 | $129.2K | 0.00% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 10,595 | $127.2K | 0.04% | +115+1.1% | Added |
| Tower Research Capital LLC (TRC) | 10,310 | $123.8K | 0.00% | +3,875+60.2% | Added |
| Pathstone Holdings, LLC | 10,217 | $122.7K | 0.00% | +10,217 | New |
| Securian Asset Management, Inc | 10,178 | $122.2K | 0.00% | +1,900+23.0% | Added |
| Sandia Investment Management LP | 10,000 | $120.1K | 0.12% | +10,000 | New |
| US Bancorp | 9,161 | $110.0K | 0.00% | −246−2.6% | Reduced |
| Deutsche Bank AG | 8,531 | $102.5K | 0.00% | +3,029+55.1% | Added |
| Royal Bank of Canada | 7,772 | $93.0K | 0.00% | −46,232−85.6% | Reduced |
| FMR LLC | 7,445 | $89.4K | 0.00% | +197+2.7% | Added |
| The PNC Financial Services Group, Inc. | 4,874 | $58.5K | 0.00% | +321+7.1% | Added |
| Wells Fargo & Company | 4,795 | $57.6K | 0.00% | −5,618−54.0% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 3,122 | $50.8K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,852 | $46.0K | 0.00% | −2,784−42.0% | Reduced |
| DekaBank Deutsche Girozentrale | 3,852 | $45.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,153 | $37.9K | 0.00% | +3,153 | New |
| Advisor Group Holdings, Inc. | 3,020 | $36.3K | 0.00% | +619+25.8% | Added |
| PEAK6 Investments LLC | 2,816 | $33.8K | 0.00% | −24,148−89.6% | Reduced |
| Group One Trading, L.P. | 2,634 | $31.6K | 0.00% | +1,541+141.0% | Added |
| Fifth Third Bancorp | 1,921 | $23.1K | 0.00% | +139+7.8% | Added |
| ORG Partners LLC | 1,850 | $21.6K | 0.04% | +1,850 | New |
| IFP Advisors, Inc | 1,247 | $15.0K | 0.00% | −40−3.1% | Reduced |
| CWM, LLC | 1,153 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,140 | $13.7K | 0.00% | −26−2.2% | Reduced |
| First Horizon Advisors, Inc. | 1,107 | $13.3K | 0.00% | +102+10.1% | Added |
| Acadian Asset Management LLC | 1,133 | $13.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 996 | $12.0K | 0.00% | +996 | New |
| Signaturefd, LLC | 966 | $11.6K | 0.00% | +105+12.2% | Added |
| GAMMA Investing LLC | 786 | $9.44K | 0.00% | +85+12.1% | Added |
| Covestor Ltd | 652 | $7.00K | 0.00% | −2,929−81.8% | Reduced |
| Quadrant Capital Group LLC | 572 | $6.87K | 0.00% | −427−42.7% | Reduced |
| Principal Securities, Inc. | 446 | $5.36K | 0.00% | +17+4.0% | Added |
| Bell Investment Advisors, Inc | 370 | $4.44K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 311 | $3.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 310 | $3.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 303 | $3.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 269 | $3.23K | 0.00% | −8−2.9% | Reduced |
| Massmutual Trust Co FSB | 185 | $2.22K | 0.00% | −25−11.9% | Reduced |
| Parkside Financial Bank & Trust | 178 | $2.14K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 145 | $1.74K | 0.00% | −2,803−95.1% | Reduced |
| Sachetta, LLC | 98 | $1.65K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 133 | $1.60K | 0.00% | +52+64.2% | Added |
| Smartleaf Asset Management LLC | 133 | $1.58K | 0.00% | +133 | New |
| Pineridge Advisors LLC | 122 | $1.47K | 0.00% | −1,222−90.9% | Reduced |
| Wiser Advisor Group LLC | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 94 | $1.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $1.00K | 0.00% | +35 | New |
| Nisa Investment Advisors, LLC | 75 | $901 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $589 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $504 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $409 | 0.00% | +29+580.0% | Added |
| SJS Investment Consulting Inc. | 21 | $253 | 0.00% | +3+16.7% | Added |
| EverSource Wealth Advisors, LLC | 17 | $190 | 0.00% | −165−90.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $97 | 0.00% | +1+14.3% | Added |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,923,684−100.0% | Sold out |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −935,395−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |