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, Q3 2024
Institutional positions in Sotera Health Co as of Sep 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
- 210
- +6 vs. Q2 2024
- Shares held
- 266.5M
- +14.3M (+5.7%) vs. Q2 2024
- Total value
- $4.45B
- +$1.46B (+48.6%) vs. Q2 2024
- New holders
- 33
- 102 more added
- Sold out
- 27
- 45 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 33 | $0 | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 3 | $50 | 0.00% | +3 | New |
| Claris Advisors, LLC | 8 | $134 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 10 | $167 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $234 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $251 | 0.00% | +5+50.0% | Added |
| Creekmur Asset Management LLC | 16 | $267 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $368 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $501 | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 42 | $701 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $752 | 0.00% | +23+104.5% | Added |
| Private Wealth Management Group, LLC | 49 | $819 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $1.10K | 0.00% | +36+120.0% | Added |
| Geneos Wealth Management Inc. | 73 | $1.22K | 0.00% | +73 | New |
| Cornerstone Planning Group LLC | 85 | $1.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 85 | $1.42K | 0.00% | −57−40.1% | Reduced |
| Bruce G. Allen Investments, LLC | 95 | $1.59K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 98 | $1.64K | 0.00% | +4+4.3% | Added |
| Skopos Labs, Inc. | 98 | $1.64K | 0.00% | +98 | New |
| Nisa Investment Advisors, LLC | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 122 | $2.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 159 | $2.65K | 0.00% | −136−46.1% | Reduced |
| Parkside Financial Bank & Trust | 198 | $3.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 205 | $3.42K | 0.00% | +24+13.3% | Added |
| Wells Fargo & Company | 214 | $3.57K | 0.00% | −479−69.1% | Reduced |
| Umb Bank N A | 237 | $3.96K | 0.00% | +189+393.8% | Added |
| Sachetta, LLC | 245 | $4.09K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 275 | $4.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 353 | $5.89K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 331 | $6.00K | 0.00% | +78+30.8% | Added |
| Bell Investment Advisors, Inc | 370 | $6.18K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 421 | $7.03K | 0.00% | −77−15.5% | Reduced |
| Principal Securities, Inc. | 425 | $7.10K | 0.00% | −21−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 694 | $8.24K | 0.00% | −1,043−60.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 526 | $8.78K | 0.00% | −514,298−99.9% | Reduced |
| Quadrant Capital Group LLC | 534 | $8.92K | 0.00% | −38−6.6% | Reduced |
| Smartleaf Asset Management LLC | 568 | $9.52K | 0.00% | +236+71.1% | Added |
| Russell Investments Group, Ltd. | 831 | $13.9K | 0.00% | +534+179.8% | Added |
| First Horizon Advisors, Inc. | 1,051 | $17.6K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,074 | $17.9K | 0.00% | +1,074 | New |
| Signaturefd, LLC | 1,125 | $18.8K | 0.00% | +161+16.7% | Added |
| Covestor Ltd | 1,190 | $20.0K | 0.01% | +89+8.1% | Added |
| Lindbrook Capital, LLC | 1,548 | $25.9K | 0.00% | +20+1.3% | Added |
| Fifth Third Bancorp | 1,861 | $31.1K | 0.00% | +1+0.1% | Added |
| Allworth Financial LP | 1,874 | $31.3K | 0.00% | −41−2.1% | Reduced |
| True Wealth Design, LLC | 1,946 | $32.5K | 0.01% | +1,946 | New |
| Parallel Advisors, LLC | 2,538 | $42.4K | 0.00% | +1,168+85.3% | Added |
| GAMMA Investing LLC | 2,988 | $49.9K | 0.00% | +1,660+125.0% | Added |
| DekaBank Deutsche Girozentrale | 3,852 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 3,122 | $70.5K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,335 | $72.4K | 0.00% | −340−7.3% | Reduced |
| KBC Group NV | 4,443 | $74.0K | 0.00% | −1,655−27.1% | Reduced |
| Capital Performance Advisors LLP | 5,439 | $90.8K | 0.03% | +5,439 | New |
| Sterling Capital Management LLC | 5,698 | $95.2K | 0.00% | +5,698 | New |
| The PNC Financial Services Group, Inc. | 6,675 | $111.5K | 0.00% | −202−2.9% | Reduced |
| State of Wyoming | 7,781 | $129.9K | 0.02% | +249+3.3% | Added |
| US Bancorp | 7,819 | $130.6K | 0.00% | −249−3.1% | Reduced |
| Deutsche Bank AG | 8,271 | $138.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,342 | $139.0K | 0.00% | −7,452−47.2% | Reduced |
| Lazard Asset Management LLC | 9,004 | $149.0K | 0.00% | +1,962+27.9% | Added |
| SG Americas Securities, LLC | 9,787 | $163.0K | 0.00% | +9,787 | New |
| Canada Pension Plan Investment Board | 10,000 | $167.0K | 0.00% | −10,900−52.2% | Reduced |
| Sandia Investment Management LP | 10,000 | $167.0K | 0.27% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,915 | $168.7K | 0.01% | +664+6.5% | Added |
| Pathstone Holdings, LLC | 10,232 | $170.9K | 0.00% | +219+2.2% | Added |
| Aster Capital Management (DIFC) Ltd | 10,501 | $175.4K | 0.04% | +10,501 | New |
| Bleakley Financial Group, LLC | 11,063 | $184.8K | 0.01% | +318+3.0% | Added |
| SEI Investments Co | 11,139 | $186.0K | 0.00% | +11,139 | New |
| Ethic Inc. | 15,509 | $186.3K | 0.00% | −2,955−16.0% | Reduced |
| Envestnet Asset Management Inc | 11,298 | $188.7K | 0.00% | −833−6.9% | Reduced |
| Allegheny Financial Group LTD | 11,630 | $194.2K | 0.05% | +345+3.1% | Added |
| Securian Asset Management, Inc | 11,879 | $198.4K | 0.01% | +1,946+19.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,499 | $225.4K | 0.00% | −34−0.3% | Reduced |
| Seven Eight Capital, LP | 13,752 | $229.7K | 0.02% | +13,752 | New |
| Mangrove Partners | 13,757 | $229.7K | 0.02% | +13,757 | New |
| JustInvest LLC | 14,267 | $238.3K | 0.00% | +990+7.5% | Added |
| First Citizens Bank & Trust Co | 14,287 | $238.6K | 0.01% | +677+5.0% | Added |
| ISAM Funds (UK) Ltd | 15,526 | $259.3K | 0.15% | +15,526 | New |
| Colony Group, LLC | 15,600 | $260.5K | 0.00% | +15,600 | New |
| Public Employees Retirement Association of Colorado | 16,177 | $270.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 16,444 | $275.6K | 0.00% | +3,311+25.2% | Added |
| Xponance, Inc. | 16,506 | $275.6K | 0.00% | +3,091+23.0% | Added |
| American Century Companies Inc | 16,656 | $278.2K | 0.00% | +804+5.1% | Added |
| Pictet Asset Management Holding SA | 16,722 | $279.3K | 0.00% | −2,305−12.1% | Reduced |
| Verition Fund Management LLC | 17,104 | $285.6K | 0.00% | −11,660−40.5% | Reduced |
| Federated Hermes, Inc. | 17,239 | $287.9K | 0.00% | +1,717+11.1% | Added |
| State of Alaska, Department of Revenue | 17,760 | $296.0K | 0.00% | +4,270+31.7% | Added |
| Cresset Asset Management, LLC | 17,971 | $300.1K | 0.00% | +4,300+31.5% | Added |
| Creative Planning | 18,041 | $301.3K | 0.00% | −703−3.8% | Reduced |
| Voya Investment Management LLC | 19,597 | $327.3K | 0.00% | +1,894+10.7% | Added |
| Acadian Asset Management LLC | 19,928 | $332.0K | 0.00% | +10,547+112.4% | Added |
| Marshall Wace, LLP | 19,988 | $333.8K | 0.00% | −12,708−38.9% | Reduced |
| Pallas Capital Advisors LLC | 21,613 | $334.1K | 0.01% | +21,613 | New |
| New Mexico Educational Retirement Board | 20,200 | $337.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 20,200 | $337.3K | 0.05% | +20,200 | New |
| Edgestream Partners, L.P. | 21,040 | $351.4K | 0.02% | +10,502+99.7% | Added |
| Sanctuary Advisors, LLC | 29,088 | $372.9K | 0.00% | +17,652+154.4% | Added |
| Ieq Capital, LLC | 25,595 | $427.4K | 0.01% | +25,595 | New |
| Dark Forest Capital Management LP | 27,187 | $454.0K | 0.06% | +16,203+147.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,301 | $455.9K | 0.00% | +3,380+14.1% | Added |