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 2025
Institutional positions in Sotera Health Co as of Dec 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
- 286
- +44 vs. Q3 2025
- Shares held
- 265.6M
- +2.35M (+0.9%) vs. Q3 2025
- Total value
- $4.69B
- +$543.0M (+13.1%) vs. Q3 2025
- New holders
- 78
- 145 more added
- Sold out
- 34
- 40 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $18 | 0.00% | −16−94.1% | Reduced |
| Dunhill Financial, LLC | 3 | $60 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 11 | $194 | 0.00% | +11 | New |
| Wealth Enhancement Trust Services, Inc. | 12 | $212 | 0.00% | +12 | New |
| Kilter Group LLC | 13 | $230 | 0.00% | −58−81.7% | Reduced |
| HFM Investment Advisors, LLC | 13 | $230 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $371 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 22 | $388 | 0.00% | −532−96.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 23 | $405 | 0.00% | +12+109.1% | Added |
| SBI Securities Co., Ltd. | 24 | $423 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $441 | 0.00% | −4−13.8% | Reduced |
| Elyxium Wealth, LLC | 30 | $529 | 0.00% | +30 | New |
| Steward Partners Investment Advisory, LLC | 31 | $547 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 35 | $617 | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 38 | $670 | 0.00% | −20−34.5% | Reduced |
| Manchester Capital Management LLC | 43 | $759 | 0.00% | +43 | New |
| Sunbelt Securities, Inc. | 43 | $759 | 0.00% | +43 | New |
| Private Wealth Management Group, LLC | 49 | $865 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $882 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $1.04K | 0.00% | +45+321.4% | Added |
| Torren Management, LLC | 69 | $1.22K | 0.00% | +69 | New |
| Keating Financial Advisory Services, Inc. | 88 | $1.55K | 0.00% | +88 | New |
| Assetmark, Inc | 91 | $1.60K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 91 | $1.60K | 0.00% | +91 | New |
| Bare Financial Services, Inc | 96 | $1.69K | 0.00% | +31+47.7% | Added |
| Sachetta, LLC | 98 | $1.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $1.85K | 0.00% | +39+59.1% | Added |
| ZRC Wealth Management, LLC | 111 | $1.96K | 0.00% | +75+208.3% | Added |
| Farmers & Merchants Investments Inc | 132 | $2.33K | 0.00% | +20+17.9% | Added |
| Brown Brothers Harriman & Co | 144 | $2.54K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $2.65K | 0.00% | +1+0.7% | Added |
| MV Capital Management, Inc. | 157 | $2.77K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 164 | $2.89K | 0.00% | +14+9.3% | Added |
| MAI Capital Management | 207 | $3.65K | 0.00% | +147+245.0% | Added |
| Global Retirement Partners, LLC | 247 | $4.36K | 0.00% | +88+55.3% | Added |
| ORG Partners LLC | 260 | $4.58K | 0.00% | +260 | New |
| Parkside Financial Bank & Trust | 325 | $5.73K | 0.00% | +91+38.9% | Added |
| Trust Co of Vermont | 373 | $6.58K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 384 | $6.77K | 0.00% | +111+40.7% | Added |
| Activest Wealth Management | 398 | $7.02K | 0.00% | +398 | New |
| Caitong International Asset Management Co., Ltd | 448 | $7.90K | 0.00% | −487−52.1% | Reduced |
| Massmutual Trust Co FSB | 541 | $9.54K | 0.00% | +110+25.5% | Added |
| Larson Financial Group LLC | 621 | $11.0K | 0.00% | +447+256.9% | Added |
| Root Financial Partners, LLC | 669 | $11.8K | 0.00% | +85+14.6% | Added |
| Smartleaf Asset Management LLC | 724 | $12.9K | 0.00% | +340+88.5% | Added |
| SJS Investment Consulting Inc. | 776 | $13.7K | 0.00% | +752+3,133.3% | Added |
| CIBC Private Wealth Group, LLC | 848 | $15.0K | 0.00% | +801+1,704.3% | Added |
| Bessemer Group Inc | 896 | $15.0K | 0.00% | +101+12.7% | Added |
| Advisor Group Holdings, Inc. | 880 | $15.5K | 0.00% | +3+0.3% | Added |
| Quarry LP | 890 | $15.7K | 0.00% | −359−28.7% | Reduced |
| Covestor Ltd | 979 | $17.0K | 0.01% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 1,197 | $21.1K | 0.00% | +652+119.6% | Added |
| Signaturefd, LLC | 1,304 | $23.0K | 0.00% | +411+46.0% | Added |
| Ancora Advisors, LLC | 1,343 | $23.7K | 0.00% | +1,343 | New |
| IFP Advisors, Inc | 1,495 | $26.4K | 0.00% | +1,371+1,105.6% | Added |
| Rothschild Investment LLC | 1,523 | $26.9K | 0.00% | +1,523 | New |
| Hantz Financial Services, Inc. | 1,538 | $27.0K | 0.00% | +524+51.7% | Added |
| Ronald Blue Trust, Inc. | 1,605 | $28.3K | 0.00% | −3,373−67.8% | Reduced |
| True Wealth Design, LLC | 1,830 | $32.3K | 0.01% | +1,456+389.3% | Added |
| Fifth Third Bancorp | 2,133 | $37.6K | 0.00% | +45+2.2% | Added |
| Eurizon Capital SGR S.p.A. | 2,243 | $39.8K | 0.00% | +2,243 | New |
| DekaBank Deutsche Girozentrale | 3,852 | $48.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,025 | $53.4K | 0.00% | +2,729+922.0% | Added |
| Umb Bank N A | 3,068 | $54.1K | 0.00% | +402+15.1% | Added |
| Essential Partners LLC | 3,160 | $55.7K | 0.02% | +2,114+202.1% | Added |
| Parallel Advisors, LLC | 3,294 | $58.1K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 3,600 | $63.5K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,283 | $75.6K | 0.00% | +3,771+736.5% | Added |
| GAMMA Investing LLC | 4,892 | $86.3K | 0.00% | +1,161+31.1% | Added |
| STRS Ohio | 4,895 | $86.3K | 0.00% | +727+17.4% | Added |
| Los Angeles Capital Management LLC | 5,513 | $90.1K | 0.00% | +5,513 | New |
| US Bancorp | 5,117 | $90.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,487 | $96.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,295 | $111.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,204 | $127.1K | 0.00% | +705+10.8% | Added |
| EverSource Wealth Advisors, LLC | 7,572 | $133.6K | 0.00% | +4,038+114.3% | Added |
| Royal Bank of Canada | 8,594 | $151.0K | 0.00% | +5,047+142.3% | Added |
| Maryland State Retirement & Pension System | 10,000 | $176.4K | 0.00% | +10,000 | New |
| ION Fund Management Ltd | 10,000 | $176.4K | 0.02% | +10,000 | New |
| Amundi | 10,151 | $179.1K | 0.00% | +10,151 | New |
| EntryPoint Capital, LLC | 10,231 | $180.5K | 0.07% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,026 | $183.5K | 0.00% | +10,026 | New |
| Camden Capital, LLC | 10,684 | $188.5K | 0.01% | +10,684 | New |
| Vident Advisory, LLC | 10,747 | $189.6K | 0.00% | −5,194−32.6% | Reduced |
| Utah Retirement Systems | 10,840 | $191.2K | 0.00% | +10,840 | New |
| Integrated Wealth Concepts LLC | 10,889 | $192.1K | 0.00% | +10,889 | New |
| Buckingham Strategic Partners | 10,972 | $193.5K | 0.00% | +10,972 | New |
| Tower Research Capital LLC (TRC) | 11,080 | $195.5K | 0.00% | +5,446+96.7% | Added |
| Sterling Capital Management LLC | 11,083 | $195.5K | 0.00% | +1,325+13.6% | Added |
| Krilogy Financial LLC | 10,703 | $199.0K | 0.01% | +10,703 | New |
| DRW Securities, LLC | 11,360 | $200.4K | 0.02% | +11,360 | New |
| SRS Capital Advisors, Inc. | 11,680 | $206.0K | 0.01% | −13,018−52.7% | Reduced |
| Versant Capital Management, Inc | 12,176 | $214.8K | 0.03% | +9,641+380.3% | Added |
| Baker Avenue Asset Management, LP | 12,306 | $217.1K | 0.01% | +12,306 | New |
| Wedmont Private Capital | 11,732 | $220.6K | 0.01% | +11,732 | New |
| RMB Capital Management, LLC | 12,701 | $224.0K | 0.00% | +12,701 | New |
| Sanctuary Advisors, LLC | 12,899 | $227.5K | 0.00% | +12,899 | New |
| PharVision Advisers, LLC | 13,193 | $232.7K | 0.12% | +13,193 | New |
| SG Americas Securities, LLC | 13,567 | $239.0K | 0.00% | −31,766−70.1% | Reduced |