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, Q2 2026
Institutional positions in Sotera Health Co as of Jun 30, 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
- 320
- +24 vs. Q1 2026
- Shares held
- 295.5M
- +28.4M (+10.6%) vs. Q1 2026
- Total value
- $5.21B
- +$1.40B (+36.9%) vs. Q1 2026
- New holders
- 60
- 165 more added
- Sold out
- 36
- 66 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sotera Health Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Navigoe, LLC | 19 | $0 | 0.00% | +19 | New |
| Huntington National Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $36 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $53 | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 3 | $60 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $107 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $107 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $107 | 0.00% | +6 | New |
| LRI Investments, LLC | 11 | $195 | 0.00% | +11 | New |
| Medallion Wealth Advisors, LLC | 11 | $195 | 0.00% | +11 | New |
| SHP Wealth Management | 16 | $284 | 0.00% | +16 | New |
| Buck Wealth Strategies, LLC | 17 | $302 | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 23 | $408 | 0.00% | −1−4.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $444 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $444 | 0.00% | +12+92.3% | Added |
| Rialto Wealth Management, LLC | 32 | $568 | 0.00% | +1+3.2% | Added |
| Transamerica Financial Advisors, Inc. | 36 | $639 | 0.00% | +10+38.5% | Added |
| Bay Harbor Wealth Management, LLC | 36 | $639 | 0.00% | +17+89.5% | Added |
| Ares Financial Consulting, LLC | 37 | $657 | 0.00% | +37 | New |
| Manchester Capital Management LLC | 43 | $764 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 47 | $834 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 49 | $870 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $870 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $888 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 57 | $1.01K | 0.00% | +57 | New |
| Cromwell Holdings LLC | 69 | $1.23K | 0.00% | +51+283.3% | Added |
| Keating Financial Advisory Services, Inc. | 84 | $1.49K | 0.00% | +68+425.0% | Added |
| Godfrey Financial Associates, Inc. | 91 | $1.61K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 95 | $1.69K | 0.00% | +2+2.2% | Added |
| Fortitude Family Office, LLC | 104 | $1.85K | 0.00% | +51+96.2% | Added |
| JFS Wealth Advisors, LLC | 110 | $1.95K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 111 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 120 | $2.13K | 0.00% | +120 | New |
| Farmers & Merchants Investments Inc | 132 | $2.34K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 140 | $2.43K | 0.00% | +140 | New |
| Sachetta, LLC | 140 | $2.48K | 0.00% | +42+42.9% | Added |
| Brown Brothers Harriman & Co | 144 | $2.56K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 149 | $2.65K | 0.00% | +118+380.6% | Added |
| JPL Wealth Management, LLC | 156 | $2.77K | 0.00% | +36+30.0% | Added |
| MV Capital Management, Inc. | 157 | $2.79K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 189 | $3.35K | 0.00% | +189 | New |
| Larson Financial Group LLC | 201 | $3.57K | 0.00% | −3−1.5% | Reduced |
| CVA Family Office, LLC | 209 | $3.71K | 0.00% | +43+25.9% | Added |
| Atlantic Trust, LLC | 209 | $3.71K | 0.00% | +209 | New |
| Parkside Financial Bank & Trust | 234 | $4.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 238 | $4.22K | 0.00% | +238 | New |
| Bare Financial Services, Inc | 286 | $5.08K | 0.00% | +95+49.7% | Added |
| Rockefeller Capital Management L.P. | 416 | $7.38K | 0.00% | −223−34.9% | Reduced |
| Massmutual Trust Co FSB | 431 | $7.65K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 508 | $9.02K | 0.00% | +508 | New |
| Basecamp Wealth Advisors LLC | 561 | $9.96K | 0.00% | +167+42.4% | Added |
| Los Angeles Capital Management LLC | 601 | $10.7K | 0.00% | −120,250−99.5% | Reduced |
| SMA Capital LLC | 639 | $11.3K | 0.00% | +256+66.8% | Added |
| Quent Capital, LLC | 666 | $11.8K | 0.00% | +420+170.7% | Added |
| Smartleaf Asset Management LLC | 691 | $12.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 759 | $13.5K | 0.00% | +747+6,225.0% | Added |
| Signaturefd, LLC | 925 | $16.4K | 0.00% | −411−30.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,093 | $19.4K | 0.00% | +318+41.0% | Added |
| Bessemer Group Inc | 1,324 | $23.0K | 0.00% | +391+41.9% | Added |
| Ronald Blue Trust, Inc. | 1,605 | $28.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,625 | $28.8K | 0.00% | +629+63.2% | Added |
| True Wealth Design, LLC | 1,882 | $33.4K | 0.01% | +747+65.8% | Added |
| Meeder Asset Management Inc | 2,064 | $36.6K | 0.00% | +2,064 | New |
| Versant Capital Management, Inc | 2,454 | $43.6K | 0.00% | −215−8.1% | Reduced |
| Nykredit A/S | 2,825 | $50.1K | 0.00% | +2,825 | New |
| Eurizon Capital SGR S.p.A. | 3,057 | $53.6K | 0.00% | −369−10.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,852 | $54.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,221 | $57.2K | 0.01% | +3,221 | New |
| Umb Bank N A | 3,472 | $61.6K | 0.00% | +493+16.5% | Added |
| IFP Advisors, Inc | 3,509 | $62.3K | 0.00% | +2,110+150.8% | Added |
| Essential Partners LLC | 3,556 | $63.1K | 0.03% | +1,250+54.2% | Added |
| Fairway Wealth LLC | 3,600 | $63.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,788 | $67.2K | 0.00% | +259+7.3% | Added |
| Nisa Investment Advisors, LLC | 4,432 | $78.7K | 0.00% | +782+21.4% | Added |
| Jones Financial Companies LLLP | 4,589 | $79.8K | 0.00% | +3,439+299.0% | Added |
| Covestor Ltd | 5,614 | $99.0K | 0.06% | +5,071+933.9% | Added |
| US Bancorp | 5,812 | $103.2K | 0.00% | +277+5.0% | Added |
| STRS Ohio | 5,888 | $104.5K | 0.00% | +7+0.1% | Added |
| KBC Group NV | 6,295 | $112.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8,217 | $145.9K | 0.00% | −3,301−28.7% | Reduced |
| Sterling Capital Management LLC | 8,402 | $149.1K | 0.00% | +810+10.7% | Added |
| GAMMA Investing LLC | 9,361 | $166.2K | 0.01% | +3,471+58.9% | Added |
| The PNC Financial Services Group, Inc. | 9,710 | $172.4K | 0.00% | +2,251+30.2% | Added |
| Pathstone Holdings, LLC | 10,337 | $183.5K | 0.00% | +10,337 | New |
| Warren Averett Asset Management, LLC | 10,348 | $183.7K | 0.00% | +10,348 | New |
| ProShare Advisors LLC | 10,462 | $185.7K | 0.00% | +10,462 | New |
| Transcend Wealth Collective, LLC | 10,701 | $189.9K | 0.01% | +10,701 | New |
| Rangeley Capital, LLC | 11,000 | $195.3K | 0.19% | +1,000+10.0% | Added |
| Ethic Inc. | 11,108 | $197.2K | 0.00% | −123−1.1% | Reduced |
| Envestnet Asset Management Inc | 11,505 | $204.2K | 0.00% | +685+6.3% | Added |
| Evolve Private Wealth, LLC | 11,644 | $206.7K | 0.01% | +11,644 | New |
| Baker Avenue Asset Management, LP | 11,937 | $211.9K | 0.00% | +11,937 | New |
| Wedmont Private Capital | 11,616 | $214.0K | 0.01% | +473+4.2% | Added |
| Castleview Partners, LLC | 12,086 | $214.5K | 0.09% | +12,086 | New |
| Neuberger Berman Group LLC | 12,374 | $219.6K | 0.00% | +1,213+10.9% | Added |
| AlphaCore Capital LLC | 12,444 | $220.9K | 0.00% | +12,444 | New |
| West Family Investments, Inc. | 12,692 | $225.3K | 0.07% | +12,692 | New |
| Keybank National Association | 12,779 | $226.8K | 0.00% | +293+2.3% | Added |