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 2025
Institutional positions in Sotera Health Co as of Sep 30, 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
- 245
- +22 vs. Q2 2025
- Shares held
- 264.9M
- −6.80M (−2.5%) vs. Q2 2025
- Total value
- $4.17B
- +$1.15B (+37.9%) vs. Q2 2025
- New holders
- 49
- 117 more added
- Sold out
- 27
- 50 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 22 | $0 | 0.00% | +22 | New |
| Tortoise Investment Management, LLC | 9 | $142 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 11 | $173 | 0.00% | +2+22.2% | Added |
| HFM Investment Advisors, LLC | 13 | $204 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $221 | 0.00% | +14 | New |
| Huntington National Bank | 17 | $268 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18 | $283 | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 21 | $331 | 0.00% | +6+40.0% | Added |
| SBI Securities Co., Ltd. | 24 | $378 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $378 | 0.00% | +5+26.3% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $475 | 0.00% | −3−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 31 | $488 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 36 | $567 | 0.00% | +36 | New |
| Transamerica Financial Advisors, Inc. | 44 | $692 | 0.00% | +44 | New |
| CIBC Private Wealth Group, LLC | 47 | $739 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $771 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $787 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $866 | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 58 | $912 | 0.00% | +24+70.6% | Added |
| MAI Capital Management | 60 | $944 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 65 | $1.02K | 0.00% | −43−39.8% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $1.04K | 0.00% | +9+15.8% | Added |
| Atlantic Trust, LLC | 69 | $1.09K | 0.00% | +69 | New |
| Kilter Group LLC | 71 | $1.12K | 0.00% | +14+24.6% | Added |
| Assetmark, Inc | 91 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $1.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 112 | $1.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $1.95K | 0.00% | +124 | Added |
| Hemington Wealth Management | 176 | $2.00K | 0.00% | +43+32.3% | Added |
| Brown Brothers Harriman & Co | 144 | $2.27K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 149 | $2.34K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 150 | $2.36K | 0.00% | +150 | New |
| MV Capital Management, Inc. | 157 | $2.47K | 0.00% | −24−13.3% | Reduced |
| Global Retirement Partners, LLC | 159 | $2.50K | 0.00% | +142+835.3% | Added |
| Larson Financial Group LLC | 174 | $2.74K | 0.00% | −8−4.4% | Reduced |
| Parkside Financial Bank & Trust | 234 | $3.68K | 0.00% | −183−43.9% | Reduced |
| Quent Capital, LLC | 273 | $4.29K | 0.00% | +273 | New |
| Principal Securities, Inc. | 290 | $4.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 296 | $4.66K | 0.00% | +149+101.4% | Added |
| Trust Co of Vermont | 373 | $5.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 374 | $5.88K | 0.00% | +345+1,189.7% | Added |
| Smartleaf Asset Management LLC | 384 | $6.05K | 0.00% | +69+21.9% | Added |
| Massmutual Trust Co FSB | 431 | $6.78K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 450 | $7.08K | 0.00% | +450 | New |
| Wells Fargo & Company | 512 | $8.05K | 0.00% | +66+14.8% | Added |
| Clearstead Advisors, LLC | 545 | $8.57K | 0.00% | +59+12.1% | Added |
| Optiver Holding B.V. | 554 | $8.71K | 0.00% | +554 | New |
| Root Financial Partners, LLC | 584 | $9.19K | 0.00% | +584 | New |
| Bessemer Group Inc | 795 | $13.0K | 0.00% | +446+127.8% | Added |
| Advisor Group Holdings, Inc. | 877 | $13.8K | 0.00% | +54+6.6% | Added |
| Signaturefd, LLC | 893 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 935 | $14.7K | 0.01% | −2,648−73.9% | Reduced |
| Covestor Ltd | 977 | $15.0K | 0.01% | +443+83.0% | Added |
| Hantz Financial Services, Inc. | 1,014 | $16.0K | 0.00% | +608+149.8% | Added |
| Essential Partners LLC | 1,046 | $16.5K | 0.01% | +1,038+12,975.0% | Added |
| Simplex Trading, LLC | 1,121 | $17.0K | 0.00% | +986+730.4% | Added |
| Quarry LP | 1,249 | $19.6K | 0.00% | +1,249 | New |
| Fifth Third Bancorp | 2,088 | $32.8K | 0.00% | +171+8.9% | Added |
| Versant Capital Management, Inc | 2,535 | $39.9K | 0.01% | +1,370+117.6% | Added |
| Umb Bank N A | 2,666 | $41.9K | 0.00% | +31+1.2% | Added |
| Parallel Advisors, LLC | 3,294 | $51.8K | 0.00% | −46−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,534 | $55.6K | 0.00% | +246+7.5% | Added |
| Royal Bank of Canada | 3,547 | $56.0K | 0.00% | −11,271−76.1% | Reduced |
| Fairway Wealth LLC | 3,600 | $56.6K | 0.02% | +3,600 | New |
| Group One Trading, L.P. | 3,722 | $58.5K | 0.00% | +3,559+2,183.4% | Added |
| GAMMA Investing LLC | 3,731 | $58.7K | 0.00% | +427+12.9% | Added |
| DekaBank Deutsche Girozentrale | 3,852 | $60.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,168 | $65.6K | 0.00% | +481+13.0% | Added |
| Ronald Blue Trust, Inc. | 4,978 | $78.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,117 | $80.5K | 0.00% | −264−4.9% | Reduced |
| CWM, LLC | 5,191 | $82.0K | 0.00% | +3,429+194.6% | Added |
| Quadrant Capital Group LLC | 5,487 | $86.3K | 0.00% | +5,487 | New |
| Tower Research Capital LLC (TRC) | 5,634 | $88.6K | 0.00% | +2,208+64.4% | Added |
| KBC Group NV | 6,295 | $99.0K | 0.00% | +2,086+49.6% | Added |
| The PNC Financial Services Group, Inc. | 6,499 | $102.2K | 0.00% | +156+2.5% | Added |
| Sterling Capital Management LLC | 9,758 | $153.5K | 0.00% | −488−4.8% | Reduced |
| ISAM Funds (UK) Ltd | 9,824 | $154.5K | 0.03% | −12,533−56.1% | Reduced |
| Prelude Capital Management, LLC | 10,060 | $158.2K | 0.01% | +10,060 | New |
| EntryPoint Capital, LLC | 10,231 | $160.9K | 0.06% | +10,231 | New |
| Farther Finance Advisors, LLC | 11,434 | $179.9K | 0.00% | +1,573+16.0% | Added |
| Worldquant Millennium Advisors LLC | 11,584 | $182.2K | 0.00% | +11,584 | New |
| Chicago Partners Investment Group LLC | 11,276 | $186.7K | 0.00% | +11,276 | New |
| New Age Alpha Advisors, LLC | 12,499 | $196.6K | 0.01% | −221−1.7% | Reduced |
| Jump Financial, LLC | 13,005 | $204.6K | 0.00% | +13,005 | New |
| Securian Asset Management, Inc | 13,140 | $206.7K | 0.01% | +1,467+12.6% | Added |
| Bayesian Capital Management, LP | 13,541 | $213.0K | 0.04% | −1,400−9.4% | Reduced |
| Ethic Inc. | 13,849 | $217.8K | 0.00% | +2,351+20.4% | Added |
| CI Private Wealth, LLC | 13,969 | $219.7K | 0.00% | +13,969 | New |
| Graham Capital Management, L.P. | 13,992 | $220.1K | 0.01% | +13,992 | New |
| Versor Investments LP | 14,000 | $220.2K | 0.04% | −31,300−69.1% | Reduced |
| ExodusPoint Capital Management, LP | 14,306 | $225.0K | 0.00% | −367,466−96.3% | Reduced |
| Voya Investment Management LLC | 14,889 | $234.2K | 0.00% | −7,229−32.7% | Reduced |
| Entropy Technologies, LP | 14,931 | $234.9K | 0.02% | −4,246−22.1% | Reduced |
| SummitTX Capital, L.P. | 15,000 | $235.9K | 0.01% | +15,000 | New |
| Bank of Montreal | 15,477 | $243.5K | 0.00% | +1,105+7.7% | Added |
| Pathstone Holdings, LLC | 15,555 | $244.7K | 0.00% | +15,555 | New |
| Federated Hermes, Inc. | 15,732 | $247.5K | 0.00% | +1,423+9.9% | Added |
| Vise Technologies, Inc. | 15,785 | $248.3K | 0.01% | +2,448+18.4% | Added |
| Vident Advisory, LLC | 15,941 | $250.8K | 0.00% | −1,478−8.5% | Reduced |