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 2026
Institutional positions in Sotera Health Co as of Mar 31, 2026. 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
- 300
- +22 vs. Q4 2025
- Shares held
- 276.4M
- +34.6M (+14.3%) vs. Q4 2025
- Total value
- $3.94B
- −$326.6M (−7.7%) vs. Q4 2025
- New holders
- 60
- 148 more added
- Sold out
- 38
- 60 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q4 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 | $14 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $14 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $14 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $86 | 0.00% | +6 | New |
| Wealth Enhancement Trust Services, Inc. | 12 | $172 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $173 | 0.00% | −1−7.7% | Reduced |
| Sunbelt Securities, Inc. | 13 | $186 | 0.00% | −30−69.8% | Reduced |
| HFM Investment Advisors, LLC | 13 | $186 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $201 | 0.00% | +14 | New |
| Keating Financial Advisory Services, Inc. | 16 | $229 | 0.00% | −72−81.8% | Reduced |
| Cromwell Holdings LLC | 18 | $258 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 19 | $272 | 0.00% | −4−17.4% | Reduced |
| Vermillion Wealth Management, Inc. | 21 | $301 | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 24 | $344 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $359 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $372 | 0.00% | +26 | New |
| Steward Partners Investment Advisory, LLC | 31 | $445 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $445 | 0.00% | +10+47.6% | Added |
| Manchester Capital Management LLC | 43 | $617 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 47 | $674 | 0.00% | +12+34.3% | Added |
| ZRC Wealth Management, LLC | 49 | $703 | 0.00% | −62−55.9% | Reduced |
| Private Wealth Management Group, LLC | 49 | $703 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $717 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $760 | 0.00% | +15+39.5% | Added |
| Godfrey Financial Associates, Inc. | 91 | $1.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 93 | $1.33K | 0.00% | +2+2.2% | Added |
| Sachetta, LLC | 98 | $1.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $1.58K | 0.00% | +5+4.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 111 | $1.59K | 0.00% | +111 | New |
| JPL Wealth Management, LLC | 120 | $1.72K | 0.00% | +120 | New |
| Farmers & Merchants Investments Inc | 132 | $1.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 144 | $2.06K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 157 | $2.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 166 | $2.38K | 0.00% | +166 | New |
| Bare Financial Services, Inc | 191 | $2.74K | 0.00% | +95+99.0% | Added |
| Advisory Services Network, LLC | 200 | $2.87K | 0.00% | +200 | New |
| Larson Financial Group LLC | 204 | $2.92K | 0.00% | −417−67.1% | Reduced |
| Parkside Financial Bank & Trust | 234 | $3.36K | 0.00% | −91−28.0% | Reduced |
| Quent Capital, LLC | 246 | $3.53K | 0.00% | −138−35.9% | Reduced |
| Activest Wealth Management | 302 | $4.33K | 0.00% | −96−24.1% | Reduced |
| SMA Capital LLC | 383 | $5.49K | 0.00% | +383 | New |
| Basecamp Wealth Advisors LLC | 394 | $5.65K | 0.00% | +394 | New |
| Massmutual Trust Co FSB | 431 | $6.18K | 0.00% | −110−20.3% | Reduced |
| Covestor Ltd | 543 | $8.00K | 0.01% | −436−44.5% | Reduced |
| Smartleaf Asset Management LLC | 691 | $9.16K | 0.00% | −33−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 639 | $9.16K | 0.00% | +475+289.6% | Added |
| Advisor Group Holdings, Inc. | 775 | $11.1K | 0.00% | −105−11.9% | Reduced |
| Wealth Preservation Advisors, LLC | 814 | $11.7K | 0.01% | +814 | New |
| Bessemer Group Inc | 933 | $14.0K | 0.00% | +37+4.1% | Added |
| SJS Investment Consulting Inc. | 996 | $14.3K | 0.00% | +220+28.4% | Added |
| Jones Financial Companies LLLP | 1,150 | $15.1K | 0.00% | +1,150 | New |
| True Wealth Design, LLC | 1,135 | $16.3K | 0.00% | −695−38.0% | Reduced |
| Signaturefd, LLC | 1,336 | $19.2K | 0.00% | +32+2.5% | Added |
| IFP Advisors, Inc | 1,399 | $20.1K | 0.00% | −96−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,605 | $23.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,124 | $30.5K | 0.00% | +1,455+217.5% | Added |
| Essential Partners LLC | 2,306 | $33.1K | 0.01% | −854−27.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,334 | $33.5K | 0.00% | −9,346−80.0% | Reduced |
| Versant Capital Management, Inc | 2,669 | $38.3K | 0.00% | −9,507−78.1% | Reduced |
| Umb Bank N A | 2,979 | $42.7K | 0.00% | −89−2.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,426 | $45.6K | 0.00% | +1,183+52.7% | Added |
| Parallel Advisors, LLC | 3,529 | $50.6K | 0.00% | +235+7.1% | Added |
| Fairway Wealth LLC | 3,600 | $51.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,650 | $52.3K | 0.00% | +3,500+2,333.3% | Added |
| DekaBank Deutsche Girozentrale | 3,852 | $55.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,862 | $69.7K | 0.00% | +3,339+219.2% | Added |
| Quadrant Capital Group LLC | 5,503 | $78.9K | 0.00% | +16+0.3% | Added |
| US Bancorp | 5,535 | $79.4K | 0.00% | +418+8.2% | Added |
| STRS Ohio | 5,881 | $84.3K | 0.00% | +986+20.1% | Added |
| GAMMA Investing LLC | 5,890 | $84.5K | 0.00% | +998+20.4% | Added |
| Tower Research Capital LLC (TRC) | 6,038 | $86.6K | 0.00% | −5,042−45.5% | Reduced |
| KBC Group NV | 6,295 | $90.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,459 | $107.0K | 0.00% | +255+3.5% | Added |
| Allworth Financial LP | 7,537 | $108.1K | 0.00% | +4,512+149.2% | Added |
| Sterling Capital Management LLC | 7,592 | $108.9K | 0.00% | −3,491−31.5% | Reduced |
| MAI Capital Management | 8,501 | $121.9K | 0.00% | +8,294+4,006.8% | Added |
| Rangeley Capital, LLC | 10,000 | $143.4K | 0.16% | +10,000 | New |
| HighTower Advisors, LLC | 10,015 | $143.6K | 0.00% | +10,015 | New |
| Ashton Thomas Private Wealth, LLC | 10,610 | $152.1K | 0.00% | +10,610 | New |
| NorthCrest Asset Manangement, LLC | 10,261 | $153.5K | 0.00% | +235+2.3% | Added |
| Envestnet Asset Management Inc | 10,820 | $155.2K | 0.00% | +10,820 | New |
| Bull Harbor Capital LLC | 11,025 | $158.1K | 0.04% | +11,025 | New |
| Neuberger Berman Group LLC | 11,161 | $160.0K | 0.00% | +11,161 | New |
| Ethic Inc. | 11,231 | $161.1K | 0.00% | −2,597−18.8% | Reduced |
| Maryland State Retirement & Pension System | 11,292 | $161.9K | 0.00% | +1,292+12.9% | Added |
| Dynamic Technology Lab Private Ltd | 11,302 | $162.1K | 0.03% | +11,302 | New |
| CI Private Wealth, LLC | 13,077 | $163.2K | 0.00% | −31,265−70.5% | Reduced |
| EverSource Wealth Advisors, LLC | 11,518 | $165.2K | 0.01% | +3,946+52.1% | Added |
| Wedmont Private Capital | 11,143 | $169.8K | 0.01% | −589−5.0% | Reduced |
| Royal Bank of Canada | 11,956 | $172.0K | 0.00% | +3,362+39.1% | Added |
| Deutsche Bank AG | 12,146 | $174.2K | 0.00% | −120,621−90.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,393 | $177.7K | 0.00% | −206,062−94.3% | Reduced |
| Keybank National Association | 12,486 | $179.0K | 0.00% | +12,486 | New |
| Vident Advisory, LLC | 12,505 | $179.3K | 0.00% | +1,758+16.4% | Added |
| Utah Retirement Systems | 13,058 | $187.3K | 0.00% | +2,218+20.5% | Added |
| Bleakley Financial Group, LLC | 14,360 | $205.9K | 0.00% | +14,360 | New |
| Waddell & Associates, LLC | 14,998 | $215.1K | 0.01% | +14,998 | New |
| Ensign Peak Advisors, Inc | 15,162 | $217.4K | 0.00% | 00.0% | Unchanged |