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 2024
Institutional positions in Sotera Health Co as of Dec 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
- 217
- +8 vs. Q3 2024
- Shares held
- 265.0M
- −1.21M (−0.5%) vs. Q3 2024
- Total value
- $3.63B
- −$818.6M (−18.4%) vs. Q3 2024
- New holders
- 39
- 89 more added
- Sold out
- 31
- 58 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 53 | $0 | 0.00% | +20+60.6% | Added |
| AdvisorNet Financial, Inc | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $41 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 8 | $109 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $110 | 0.00% | −37−82.2% | Reduced |
| SJS Investment Consulting Inc. | 8 | $110 | 0.00% | −2−20.0% | Reduced |
| Global Retirement Partners, LLC | 9 | $123 | 0.00% | +9 | New |
| Proequities, Inc. | 12 | $163 | 0.00% | +12 | New |
| Huntington National Bank | 14 | $192 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $219 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $274 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $329 | 0.00% | +9+60.0% | Added |
| Assetmark, Inc | 33 | $451 | 0.00% | +33 | New |
| SBI Securities Co., Ltd. | 39 | $534 | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 42 | $575 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $671 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 56 | $766 | 0.00% | −66−54.1% | Reduced |
| MV Capital Management, Inc. | 63 | $862 | 0.00% | −3−4.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 71 | $971 | 0.00% | +71 | New |
| Geneos Wealth Management Inc. | 73 | $999 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 86 | $1.18K | 0.00% | +86 | New |
| Cornerstone Planning Group LLC | 85 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 95 | $1.30K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 107 | $1.46K | 0.00% | +9+9.2% | Added |
| Farther Finance Advisors, LLC | 127 | $1.74K | 0.00% | +29+29.6% | Added |
| Quent Capital, LLC | 160 | $2.19K | 0.00% | −193−54.7% | Reduced |
| IFP Advisors, Inc | 180 | $2.46K | 0.00% | +95+111.8% | Added |
| Massmutual Trust Co FSB | 186 | $2.54K | 0.00% | +27+17.0% | Added |
| Parkside Financial Bank & Trust | 198 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 245 | $3.35K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 275 | $3.76K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 284 | $3.89K | 0.00% | +284 | New |
| Bessemer Group Inc | 291 | $4.00K | 0.00% | −40−12.1% | Reduced |
| GHP Investment Advisors, Inc. | 308 | $4.21K | 0.00% | +308 | New |
| Advisor Group Holdings, Inc. | 1,131 | $4.49K | 0.00% | +710+168.6% | Added |
| EverSource Wealth Advisors, LLC | 351 | $4.80K | 0.00% | +146+71.2% | Added |
| Colonial Trust Co | 389 | $5.32K | 0.00% | +389 | New |
| Versant Capital Management, Inc | 400 | $5.47K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 427 | $5.84K | 0.00% | +57+15.4% | Added |
| Principal Securities, Inc. | 491 | $6.72K | 0.00% | +66+15.5% | Added |
| Quadrant Capital Group LLC | 534 | $7.31K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 613 | $8.19K | 0.00% | +45+7.9% | Added |
| Umb Bank N A | 715 | $9.78K | 0.00% | +478+201.7% | Added |
| Signaturefd, LLC | 964 | $13.2K | 0.00% | −161−14.3% | Reduced |
| Covestor Ltd | 1,098 | $15.0K | 0.01% | −92−7.7% | Reduced |
| First Horizon Advisors, Inc. | 1,106 | $15.1K | 0.00% | +55+5.2% | Added |
| Wells Fargo & Company | 1,204 | $16.5K | 0.00% | +990+462.6% | Added |
| Lindbrook Capital, LLC | 1,528 | $20.9K | 0.00% | −20−1.3% | Reduced |
| Venturi Wealth Management, LLC | 1,556 | $21.3K | 0.00% | +1,556 | New |
| Parallel Advisors, LLC | 1,588 | $21.7K | 0.00% | −950−37.4% | Reduced |
| Russell Investments Group, Ltd. | 1,634 | $22.4K | 0.00% | +803+96.6% | Added |
| Allworth Financial LP | 1,768 | $24.0K | 0.00% | −106−5.7% | Reduced |
| Fifth Third Bancorp | 1,932 | $26.4K | 0.00% | +71+3.8% | Added |
| Quarry LP | 2,054 | $28.1K | 0.01% | +2,054 | New |
| Royal Bank of Canada | 2,938 | $40.0K | 0.00% | −5,404−64.8% | Reduced |
| State of Wyoming | 3,298 | $45.1K | 0.01% | −4,483−57.6% | Reduced |
| DekaBank Deutsche Girozentrale | 3,852 | $51.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,109 | $56.2K | 0.00% | +1,121+37.5% | Added |
| Ronald Blue Trust, Inc. | 4,192 | $57.3K | 0.00% | +3,498+504.0% | Added |
| Tower Research Capital LLC (TRC) | 5,975 | $81.7K | 0.00% | +1,640+37.8% | Added |
| Lazard Asset Management LLC | 6,624 | $89.0K | 0.00% | −2,380−26.4% | Reduced |
| Sandia Investment Management LP | 7,500 | $102.6K | 0.19% | −2,500−25.0% | Reduced |
| Deutsche Bank AG | 8,271 | $113.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,289 | $113.4K | 0.00% | +470+6.0% | Added |
| Sterling Capital Management LLC | 9,029 | $123.5K | 0.00% | +3,331+58.5% | Added |
| The PNC Financial Services Group, Inc. | 9,302 | $127.3K | 0.00% | +2,627+39.4% | Added |
| Corton Capital Inc. | 10,195 | $139.5K | 0.08% | +10,195 | New |
| Pathstone Holdings, LLC | 10,893 | $149.1K | 0.00% | +661+6.5% | Added |
| Prelude Capital Management, LLC | 11,080 | $151.6K | 0.01% | −19,950−64.3% | Reduced |
| Acadian Asset Management LLC | 11,174 | $152.0K | 0.00% | −8,754−43.9% | Reduced |
| Wedmont Private Capital | 11,602 | $152.1K | 0.01% | +687+6.3% | Added |
| Bleakley Financial Group, LLC | 11,135 | $152.3K | 0.00% | +72+0.7% | Added |
| SEI Investments Co | 11,477 | $157.0K | 0.00% | +338+3.0% | Added |
| Securian Asset Management, Inc | 11,562 | $158.2K | 0.00% | −317−2.7% | Reduced |
| Squarepoint Ops LLC | 11,970 | $163.8K | 0.00% | −50,487−80.8% | Reduced |
| JustInvest LLC | 13,313 | $182.1K | 0.00% | −954−6.7% | Reduced |
| Bridgefront Capital, LLC | 13,488 | $184.5K | 0.06% | +13,488 | New |
| Optimize Financial Inc | 13,504 | $184.7K | 0.14% | +13,504 | New |
| Rangeley Capital, LLC | 14,000 | $191.5K | 0.18% | +14,000 | New |
| Sanctuary Advisors, LLC | 14,274 | $199.1K | 0.00% | −14,814−50.9% | Reduced |
| ISAM Funds (UK) Ltd | 14,985 | $205.0K | 0.15% | −541−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 15,177 | $207.6K | 0.00% | +15,177 | New |
| Vident Advisory, LLC | 15,300 | $209.3K | 0.00% | +15,300 | New |
| Canada Pension Plan Investment Board | 15,300 | $209.3K | 0.00% | +5,300+53.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,839 | $216.7K | 0.00% | +2,340+17.3% | Added |
| Ethic Inc. | 15,867 | $217.1K | 0.00% | +358+2.3% | Added |
| Public Employees Retirement Association of Colorado | 16,177 | $221.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 16,247 | $222.3K | 0.07% | +16,247 | New |
| American Century Companies Inc | 16,656 | $227.9K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 16,689 | $228.3K | 0.00% | +2,402+16.8% | Added |
| Entropy Technologies, LP | 16,728 | $228.8K | 0.02% | +16,728 | New |
| Two Sigma Securities, LLC | 16,771 | $229.4K | 0.04% | +16,771 | New |
| Federated Hermes, Inc. | 17,025 | $232.9K | 0.00% | −214−1.2% | Reduced |
| State of Alaska, Department of Revenue | 17,440 | $238.0K | 0.00% | −320−1.8% | Reduced |
| Xponance, Inc. | 17,495 | $239.3K | 0.00% | +989+6.0% | Added |
| Bank of Montreal | 18,184 | $248.8K | 0.00% | +1,740+10.6% | Added |
| Voya Investment Management LLC | 18,295 | $250.3K | 0.00% | −1,302−6.6% | Reduced |
| Jane Street Group, LLC | 18,818 | $257.4K | 0.00% | −26,601−58.6% | Reduced |
| Dark Forest Capital Management LP | 19,201 | $262.7K | 0.04% | −7,986−29.4% | Reduced |