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 2025
Institutional positions in Sotera Health Co as of Mar 31, 2025. 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
- 206
- −9 vs. Q4 2024
- Shares held
- 271.3M
- +6.72M (+2.5%) vs. Q4 2024
- Total value
- $3.17B
- −$455.7M (−12.6%) vs. Q4 2024
- New holders
- 26
- 66 more added
- Sold out
- 35
- 76 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 19 | $0 | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 2 | $24 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $34 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7 | $82 | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $94 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $187 | 0.00% | −8−33.3% | Reduced |
| SJS Investment Consulting Inc. | 16 | $187 | 0.00% | +8+100.0% | Added |
| Huntington National Bank | 17 | $199 | 0.00% | +3+21.4% | Added |
| JFS Wealth Advisors, LLC | 19 | $222 | 0.00% | +11+137.5% | Added |
| Global Financial Private Client, LLC | 22 | $257 | 0.00% | +14+175.0% | Added |
| SBI Securities Co., Ltd. | 24 | $280 | 0.00% | −15−38.5% | Reduced |
| MV Capital Management, Inc. | 33 | $385 | 0.00% | −30−47.6% | Reduced |
| Assetmark, Inc | 33 | $385 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 36 | $420 | 0.00% | −1,168−97.0% | Reduced |
| Private Wealth Management Group, LLC | 49 | $572 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $583 | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 57 | $665 | 0.00% | −370−86.7% | Reduced |
| Amundi | 69 | $740 | 0.00% | +69 | New |
| Geneos Wealth Management Inc. | 73 | $851 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 85 | $924 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 85 | $991 | 0.00% | −95−52.8% | Reduced |
| Hemington Wealth Management | 99 | $1.00K | 0.00% | +46+86.8% | Added |
| Simplex Trading, LLC | 134 | $1.00K | 0.00% | +134 | New |
| Hexagon Capital Partners LLC | 86 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $1.01K | 0.00% | +45+107.1% | Added |
| Bruce G. Allen Investments, LLC | 95 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 141 | $1.64K | 0.00% | −45−24.2% | Reduced |
| Sachetta, LLC | 150 | $1.75K | 0.00% | −95−38.8% | Reduced |
| Allworth Financial LP | 158 | $1.79K | 0.00% | −1,610−91.1% | Reduced |
| Quent Capital, LLC | 160 | $1.87K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 161 | $1.88K | 0.00% | −123−43.3% | Reduced |
| Parkside Financial Bank & Trust | 198 | $2.31K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 263 | $3.07K | 0.00% | +263 | New |
| Advisor Group Holdings, Inc. | 272 | $3.17K | 0.00% | −859−76.0% | Reduced |
| Trust Co of Vermont | 275 | $3.21K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 320 | $3.73K | 0.00% | +213+199.1% | Added |
| Smartleaf Asset Management LLC | 339 | $3.99K | 0.00% | −274−44.7% | Reduced |
| EverSource Wealth Advisors, LLC | 353 | $4.12K | 0.00% | +2+0.6% | Added |
| Versant Capital Management, Inc | 400 | $4.66K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 534 | $6.23K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 491 | $6.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 641 | $7.00K | 0.00% | +350+120.3% | Added |
| Boston Private Wealth LLC | 639 | $7.45K | 0.00% | +639 | New |
| Signaturefd, LLC | 893 | $10.4K | 0.00% | −71−7.4% | Reduced |
| First Horizon Advisors, Inc. | 941 | $11.0K | 0.00% | −165−14.9% | Reduced |
| Umb Bank N A | 1,238 | $14.4K | 0.00% | +523+73.1% | Added |
| Russell Investments Group, Ltd. | 1,330 | $15.5K | 0.00% | −304−18.6% | Reduced |
| Lindbrook Capital, LLC | 1,435 | $16.7K | 0.00% | −93−6.1% | Reduced |
| Parallel Advisors, LLC | 1,491 | $17.4K | 0.00% | −97−6.1% | Reduced |
| Covestor Ltd | 1,505 | $18.0K | 0.01% | +407+37.1% | Added |
| Fifth Third Bancorp | 1,591 | $18.6K | 0.00% | −341−17.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,691 | $31.4K | 0.02% | +2,620+3,690.1% | Added |
| GAMMA Investing LLC | 3,229 | $37.6K | 0.00% | −880−21.4% | Reduced |
| DekaBank Deutsche Girozentrale | 3,852 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,469 | $52.1K | 0.00% | −1,506−25.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,551 | $53.1K | 0.00% | +359+8.6% | Added |
| CWM, LLC | 4,839 | $56.0K | 0.00% | −14,544−75.0% | Reduced |
| Royal Bank of Canada | 4,988 | $59.0K | 0.00% | +2,050+69.8% | Added |
| Clear Street Markets LLC | 5,712 | $66.6K | 0.05% | +5,712 | New |
| Farther Finance Advisors, LLC | 6,327 | $70.4K | 0.00% | +6,200+4,881.9% | Added |
| US Bancorp | 6,081 | $70.9K | 0.00% | −2,208−26.6% | Reduced |
| KBC Group NV | 6,712 | $78.0K | 0.00% | −179,653−96.4% | Reduced |
| Coldstream Capital Management Inc | 7,777 | $90.7K | 0.00% | +7,777 | New |
| Sterling Capital Management LLC | 8,425 | $98.2K | 0.00% | −604−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,778 | $114.0K | 0.00% | +476+5.1% | Added |
| Lazard Asset Management LLC | 10,579 | $122.0K | 0.00% | +3,955+59.7% | Added |
| Two Sigma Securities, LLC | 10,485 | $122.3K | 0.02% | −6,286−37.5% | Reduced |
| Squarepoint Ops LLC | 10,997 | $128.2K | 0.00% | −973−8.1% | Reduced |
| SEI Investments Co | 11,375 | $132.6K | 0.00% | −102−0.9% | Reduced |
| Securian Asset Management, Inc | 11,562 | $134.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 12,247 | $142.8K | 0.00% | −11,486−48.4% | Reduced |
| State of Wyoming | 12,695 | $148.0K | 0.02% | +9,397+284.9% | Added |
| JustInvest LLC | 12,927 | $150.7K | 0.00% | −386−2.9% | Reduced |
| Canada Pension Plan Investment Board | 13,400 | $156.2K | 0.00% | −1,900−12.4% | Reduced |
| Pacer Advisors, Inc. | 13,752 | $160.3K | 0.00% | −21,021−60.5% | Reduced |
| Rangeley Capital, LLC | 14,000 | $163.2K | 0.19% | 00.0% | Unchanged |
| Vident Advisory, LLC | 14,055 | $163.9K | 0.00% | −1,245−8.1% | Reduced |
| Federated Hermes, Inc. | 14,483 | $168.9K | 0.00% | −2,542−14.9% | Reduced |
| Optimize Financial Inc | 14,545 | $169.6K | 0.06% | +1,041+7.7% | Added |
| Ethic Inc. | 15,339 | $170.7K | 0.00% | −528−3.3% | Reduced |
| Bank of Montreal | 15,302 | $178.4K | 0.00% | −2,882−15.8% | Reduced |
| Bayesian Capital Management, LP | 15,641 | $182.4K | 0.03% | +15,641 | New |
| Envestnet Portfolio Solutions, Inc. | 15,983 | $186.4K | 0.00% | +144+0.9% | Added |
| BNP Paribas Arbitrage, SA | 16,067 | $187.3K | 0.00% | +890+5.9% | Added |
| Public Employees Retirement Association of Colorado | 16,177 | $189.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 16,725 | $195.0K | 0.00% | +69+0.4% | Added |
| First Citizens Bank & Trust Co | 16,843 | $196.4K | 0.00% | +154+0.9% | Added |
| State of Alaska, Department of Revenue | 17,440 | $203.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,513 | $204.2K | 0.00% | −2,399−12.0% | Reduced |
| Xponance, Inc. | 17,655 | $205.9K | 0.00% | +160+0.9% | Added |
| Aristeia Capital LLC | 17,810 | $207.7K | 0.01% | +17,810 | New |
| Voya Investment Management LLC | 18,825 | $219.5K | 0.00% | +530+2.9% | Added |
| New Mexico Educational Retirement Board | 20,200 | $236.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 22,774 | $265.5K | 0.00% | +22,774 | New |
| Pictet Asset Management Holding SA | 24,336 | $283.8K | 0.00% | +2,743+12.7% | Added |
| Millennium Management LLC | 24,528 | $286.0K | 0.00% | +24,528 | New |
| Acadian Asset Management LLC | 25,192 | $293.0K | 0.00% | +14,018+125.5% | Added |
| Engineers Gate Manager LP | 25,852 | $301.4K | 0.01% | +2,020+8.5% | Added |