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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 15,162 | $217.4K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 14,998 | $215.1K | 0.01% | +14,998 | New |
| Bleakley Financial Group, LLC | 14,360 | $205.9K | 0.00% | +14,360 | New |
| Utah Retirement Systems | 13,058 | $187.3K | 0.00% | +2,218+20.5% | Added |
| Vident Advisory, LLC | 12,505 | $179.3K | 0.00% | +1,758+16.4% | Added |
| Keybank National Association | 12,486 | $179.0K | 0.00% | +12,486 | New |
| Y-Intercept (Hong Kong) Ltd | 12,393 | $177.7K | 0.00% | −206,062−94.3% | Reduced |
| Deutsche Bank AG | 12,146 | $174.2K | 0.00% | −120,621−90.9% | Reduced |
| Royal Bank of Canada | 11,956 | $172.0K | 0.00% | +3,362+39.1% | Added |
| Wedmont Private Capital | 11,143 | $169.8K | 0.01% | −589−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 11,518 | $165.2K | 0.01% | +3,946+52.1% | Added |
| CI Private Wealth, LLC | 13,077 | $163.2K | 0.00% | −31,265−70.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,302 | $162.1K | 0.03% | +11,302 | New |
| Maryland State Retirement & Pension System | 11,292 | $161.9K | 0.00% | +1,292+12.9% | Added |
| Ethic Inc. | 11,231 | $161.1K | 0.00% | −2,597−18.8% | Reduced |
| Neuberger Berman Group LLC | 11,161 | $160.0K | 0.00% | +11,161 | New |
| Bull Harbor Capital LLC | 11,025 | $158.1K | 0.04% | +11,025 | New |
| Envestnet Asset Management Inc | 10,820 | $155.2K | 0.00% | +10,820 | New |
| NorthCrest Asset Manangement, LLC | 10,261 | $153.5K | 0.00% | +235+2.3% | Added |
| Ashton Thomas Private Wealth, LLC | 10,610 | $152.1K | 0.00% | +10,610 | New |
| HighTower Advisors, LLC | 10,015 | $143.6K | 0.00% | +10,015 | New |
| Rangeley Capital, LLC | 10,000 | $143.4K | 0.16% | +10,000 | New |
| MAI Capital Management | 8,501 | $121.9K | 0.00% | +8,294+4,006.8% | Added |
| Sterling Capital Management LLC | 7,592 | $108.9K | 0.00% | −3,491−31.5% | Reduced |
| Allworth Financial LP | 7,537 | $108.1K | 0.00% | +4,512+149.2% | Added |
| The PNC Financial Services Group, Inc. | 7,459 | $107.0K | 0.00% | +255+3.5% | Added |
| KBC Group NV | 6,295 | $90.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,038 | $86.6K | 0.00% | −5,042−45.5% | Reduced |
| GAMMA Investing LLC | 5,890 | $84.5K | 0.00% | +998+20.4% | Added |
| STRS Ohio | 5,881 | $84.3K | 0.00% | +986+20.1% | Added |
| US Bancorp | 5,535 | $79.4K | 0.00% | +418+8.2% | Added |
| Quadrant Capital Group LLC | 5,503 | $78.9K | 0.00% | +16+0.3% | Added |
| Rothschild Investment LLC | 4,862 | $69.7K | 0.00% | +3,339+219.2% | Added |
| DekaBank Deutsche Girozentrale | 3,852 | $55.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,650 | $52.3K | 0.00% | +3,500+2,333.3% | Added |
| Fairway Wealth LLC | 3,600 | $51.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,529 | $50.6K | 0.00% | +235+7.1% | Added |
| Eurizon Capital SGR S.p.A. | 3,426 | $45.6K | 0.00% | +1,183+52.7% | Added |
| Umb Bank N A | 2,979 | $42.7K | 0.00% | −89−2.9% | Reduced |
| Versant Capital Management, Inc | 2,669 | $38.3K | 0.00% | −9,507−78.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,334 | $33.5K | 0.00% | −9,346−80.0% | Reduced |
| Essential Partners LLC | 2,306 | $33.1K | 0.01% | −854−27.0% | Reduced |
| Root Financial Partners, LLC | 2,124 | $30.5K | 0.00% | +1,455+217.5% | Added |
| Ronald Blue Trust, Inc. | 1,605 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,399 | $20.1K | 0.00% | −96−6.4% | Reduced |
| Signaturefd, LLC | 1,336 | $19.2K | 0.00% | +32+2.5% | Added |
| True Wealth Design, LLC | 1,135 | $16.3K | 0.00% | −695−38.0% | Reduced |
| Jones Financial Companies LLLP | 1,150 | $15.1K | 0.00% | +1,150 | New |
| SJS Investment Consulting Inc. | 996 | $14.3K | 0.00% | +220+28.4% | Added |
| Bessemer Group Inc | 933 | $14.0K | 0.00% | +37+4.1% | Added |
| Wealth Preservation Advisors, LLC | 814 | $11.7K | 0.01% | +814 | New |
| Advisor Group Holdings, Inc. | 775 | $11.1K | 0.00% | −105−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 639 | $9.16K | 0.00% | +475+289.6% | Added |
| Smartleaf Asset Management LLC | 691 | $9.16K | 0.00% | −33−4.6% | Reduced |
| Covestor Ltd | 543 | $8.00K | 0.01% | −436−44.5% | Reduced |
| Massmutual Trust Co FSB | 431 | $6.18K | 0.00% | −110−20.3% | Reduced |
| Basecamp Wealth Advisors LLC | 394 | $5.65K | 0.00% | +394 | New |
| SMA Capital LLC | 383 | $5.49K | 0.00% | +383 | New |
| Activest Wealth Management | 302 | $4.33K | 0.00% | −96−24.1% | Reduced |
| Quent Capital, LLC | 246 | $3.53K | 0.00% | −138−35.9% | Reduced |
| Parkside Financial Bank & Trust | 234 | $3.36K | 0.00% | −91−28.0% | Reduced |
| Larson Financial Group LLC | 204 | $2.92K | 0.00% | −417−67.1% | Reduced |
| Advisory Services Network, LLC | 200 | $2.87K | 0.00% | +200 | New |
| Bare Financial Services, Inc | 191 | $2.74K | 0.00% | +95+99.0% | Added |
| CVA Family Office, LLC | 166 | $2.38K | 0.00% | +166 | New |
| MV Capital Management, Inc. | 157 | $2.25K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 144 | $2.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132 | $1.89K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 120 | $1.72K | 0.00% | +120 | New |
| Mirae Asset Global Investments Co., Ltd. | 111 | $1.59K | 0.00% | +111 | New |
| JFS Wealth Advisors, LLC | 110 | $1.58K | 0.00% | +5+4.8% | Added |
| Sachetta, LLC | 98 | $1.41K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 93 | $1.33K | 0.00% | +2+2.2% | Added |
| Godfrey Financial Associates, Inc. | 91 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $760 | 0.00% | +15+39.5% | Added |
| Bell Investment Advisors, Inc | 50 | $717 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 49 | $703 | 0.00% | −62−55.9% | Reduced |
| Private Wealth Management Group, LLC | 49 | $703 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 47 | $674 | 0.00% | +12+34.3% | Added |
| Manchester Capital Management LLC | 43 | $617 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $445 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $445 | 0.00% | +10+47.6% | Added |
| Transamerica Financial Advisors, Inc. | 26 | $372 | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $359 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $344 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $301 | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 19 | $272 | 0.00% | −4−17.4% | Reduced |
| Cromwell Holdings LLC | 18 | $258 | 0.00% | +18 | New |
| Keating Financial Advisory Services, Inc. | 16 | $229 | 0.00% | −72−81.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 14 | $201 | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 13 | $186 | 0.00% | −30−69.8% | Reduced |
| HFM Investment Advisors, LLC | 13 | $186 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $173 | 0.00% | −1−7.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 12 | $172 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $86 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 3 | $48 | 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 |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |