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, Q2 2024
Institutional positions in Sotera Health Co as of Jun 30, 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
- 205
- +9 vs. Q1 2024
- Shares held
- 263.7M
- +890.9K (+0.3%) vs. Q1 2024
- Total value
- $3.13B
- −$26.4M (−0.8%) vs. Q1 2024
- New holders
- 40
- 73 more added
- Sold out
- 31
- 64 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $119 | 0.00% | −11−52.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $119 | 0.00% | +2+25.0% | Added |
| Huntington National Bank | 14 | $166 | 0.00% | +13+1,300.0% | Added |
| Creekmur Asset Management LLC | 16 | $190 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 22 | $262 | 0.00% | −12−35.3% | Reduced |
| SRS Capital Advisors, Inc. | 22 | $262 | 0.00% | +22 | New |
| MV Capital Management, Inc. | 30 | $357 | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 42 | $499 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 48 | $570 | 0.00% | +48 | New |
| Private Wealth Management Group, LLC | 49 | $582 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 65 | $772 | 0.00% | +65 | New |
| Farther Finance Advisors, LLC | 94 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 95 | $1.13K | 0.00% | +95 | New |
| Nisa Investment Advisors, LLC | 100 | $1.19K | 0.00% | +25+33.3% | Added |
| Wiser Advisor Group LLC | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 85 | $1.21K | 0.00% | +85 | New |
| Pineridge Advisors LLC | 122 | $1.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $1.69K | 0.00% | −1,105−88.6% | Reduced |
| Innealta Capital, LLC | 168 | $1.99K | 0.00% | +168 | New |
| Parkside Financial Bank & Trust | 198 | $2.35K | 0.00% | +20+11.2% | Added |
| EverSource Wealth Advisors, LLC | 181 | $2.51K | 0.00% | +164+964.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 237 | $2.81K | 0.00% | +237 | New |
| Bessemer Group Inc | 253 | $3.00K | 0.00% | +253 | New |
| Trust Co of Vermont | 275 | $3.26K | 0.00% | +275 | New |
| Sachetta, LLC | 245 | $3.33K | 0.00% | +147+150.0% | Added |
| Massmutual Trust Co FSB | 295 | $3.50K | 0.00% | +110+59.5% | Added |
| Russell Investments Group, Ltd. | 297 | $3.52K | 0.00% | +164+123.3% | Added |
| Smartleaf Asset Management LLC | 332 | $3.95K | 0.00% | +199+149.6% | Added |
| Quent Capital, LLC | 353 | $4.19K | 0.00% | +42+13.5% | Added |
| Bell Investment Advisors, Inc | 370 | $4.39K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 446 | $5.29K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 498 | $5.91K | 0.00% | −2,522−83.5% | Reduced |
| Quadrant Capital Group LLC | 572 | $6.79K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 674 | $8.00K | 0.00% | +674 | New |
| Wells Fargo & Company | 693 | $8.23K | 0.00% | −4,102−85.5% | Reduced |
| Signaturefd, LLC | 964 | $11.4K | 0.00% | −2−0.2% | Reduced |
| First Horizon Advisors, Inc. | 1,051 | $12.5K | 0.00% | −56−5.1% | Reduced |
| Covestor Ltd | 1,101 | $13.0K | 0.01% | +449+68.9% | Added |
| Group One Trading, L.P. | 1,225 | $14.5K | 0.00% | −1,409−53.5% | Reduced |
| GAMMA Investing LLC | 1,328 | $15.8K | 0.00% | +542+69.0% | Added |
| Parallel Advisors, LLC | 1,370 | $16.3K | 0.00% | +230+20.2% | Added |
| Simplex Trading, LLC | 1,454 | $17.0K | 0.00% | −14,216−90.7% | Reduced |
| Lindbrook Capital, LLC | 1,528 | $18.1K | 0.00% | +1,218+392.9% | Added |
| Ronald Blue Trust, Inc. | 1,737 | $20.9K | 0.00% | +1,737 | New |
| Fifth Third Bancorp | 1,860 | $22.1K | 0.00% | −61−3.2% | Reduced |
| CWM, LLC | 2,146 | $25.0K | 0.00% | +993+86.1% | Added |
| Allworth Financial LP | 1,915 | $25.1K | 0.00% | +1,646+611.9% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 3,122 | $37.1K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,852 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,675 | $55.5K | 0.00% | −5,635−54.7% | Reduced |
| KBC Group NV | 6,098 | $72.0K | 0.00% | +6,098 | New |
| Point72 (DIFC) Ltd | 6,540 | $77.6K | 0.01% | +5,544+556.6% | Added |
| The PNC Financial Services Group, Inc. | 6,877 | $81.6K | 0.00% | +2,003+41.1% | Added |
| Lazard Asset Management LLC | 7,042 | $82.0K | 0.00% | +3,190+82.8% | Added |
| State of Wyoming | 7,532 | $89.4K | 0.01% | +7,387+5,094.5% | Added |
| US Bancorp | 8,068 | $95.8K | 0.00% | −1,093−11.9% | Reduced |
| Deutsche Bank AG | 8,271 | $98.2K | 0.00% | −260−3.0% | Reduced |
| FMR LLC | 9,026 | $107.1K | 0.00% | +1,581+21.2% | Added |
| Acadian Asset Management LLC | 9,381 | $111.0K | 0.00% | +8,248+728.0% | Added |
| Citigroup Inc | 9,750 | $115.7K | 0.00% | −6,470−39.9% | Reduced |
| Securian Asset Management, Inc | 9,933 | $117.9K | 0.00% | −245−2.4% | Reduced |
| Sandia Investment Management LP | 10,000 | $118.7K | 0.15% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,013 | $118.9K | 0.00% | −204−2.0% | Reduced |
| Edgestream Partners, L.P. | 10,538 | $125.1K | 0.01% | +10,538 | New |
| Wedmont Private Capital | 10,251 | $126.7K | 0.01% | +10,251 | New |
| Simplicity Wealth,LLC | 10,745 | $127.5K | 0.00% | +10,745 | New |
| Bleakley Financial Group, LLC | 10,745 | $127.5K | 0.00% | +10,745 | New |
| Sanctuary Advisors, LLC | 11,436 | $130.4K | 0.00% | +11,436 | New |
| Dark Forest Capital Management LP | 10,984 | $130.4K | 0.02% | −29,767−73.0% | Reduced |
| Allegheny Financial Group LTD | 11,285 | $134.0K | 0.04% | +690+6.5% | Added |
| Envestnet Asset Management Inc | 12,131 | $144.0K | 0.00% | −478−3.8% | Reduced |
| Susquehanna International Group, LLP | 13,137 | $155.9K | 0.00% | −23,271−63.9% | Reduced |
| Bank of Montreal | 13,133 | $156.8K | 0.00% | +1,247+10.5% | Added |
| JustInvest LLC | 13,277 | $157.6K | 0.00% | +13,277 | New |
| Xponance, Inc. | 13,415 | $159.2K | 0.00% | −9,510−41.5% | Reduced |
| State of Alaska, Department of Revenue | 13,490 | $160.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 13,533 | $160.6K | 0.00% | +13,533 | New |
| First Citizens Bank & Trust Co | 13,610 | $161.6K | 0.00% | +13,610 | New |
| Cresset Asset Management, LLC | 13,671 | $162.3K | 0.00% | +13,671 | New |
| Algert Global LLC | 14,227 | $168.9K | 0.01% | +14,227 | New |
| Two Sigma Advisers, LP | 15,200 | $180.4K | 0.00% | −36,700−70.7% | Reduced |
| Federated Hermes, Inc. | 15,522 | $184.2K | 0.00% | −250−1.6% | Reduced |
| Royal Bank of Canada | 15,794 | $187.0K | 0.00% | +8,022+103.2% | Added |
| American Century Companies Inc | 15,852 | $188.2K | 0.00% | −601−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 16,177 | $192.0K | 0.00% | −33−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 16,457 | $195.3K | 0.00% | −44,091−72.8% | Reduced |
| Voya Investment Management LLC | 17,703 | $210.1K | 0.00% | −23,461−57.0% | Reduced |
| Quantinno Capital Management LP | 18,332 | $217.6K | 0.00% | +18,332 | New |
| Ethic Inc. | 18,464 | $219.2K | 0.01% | +2,955+19.1% | Added |
| Creative Planning | 18,744 | $222.5K | 0.00% | +5,656+43.2% | Added |
| Pacer Advisors, Inc. | 18,900 | $224.3K | 0.00% | +164+0.9% | Added |
| Pictet Asset Management Holding SA | 19,027 | $225.8K | 0.00% | +7,771+69.0% | Added |
| New Mexico Educational Retirement Board | 20,200 | $240.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 20,345 | $241.5K | 0.02% | −2,511−11.0% | Reduced |
| Canada Pension Plan Investment Board | 20,900 | $248.1K | 0.00% | +20,900 | New |
| Winton Group Ltd | 22,106 | $262.4K | 0.02% | −41,452−65.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,921 | $283.9K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 25,882 | $307.2K | 0.01% | −4,800−15.6% | Reduced |
| Victory Capital Management Inc | 25,944 | $308.0K | 0.00% | +5,258+25.4% | Added |