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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 17,060 | $302.8K | 0.01% | −19,140−52.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,865 | $299.4K | 0.01% | +4,472+36.1% | Added |
| Mackenzie Financial Corp | 16,317 | $289.6K | 0.00% | +16,317 | New |
| Public Employees Retirement Association of Colorado | 16,177 | $287.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,685 | $278.4K | 0.00% | +250+1.6% | Added |
| Pallas Capital Advisors LLC | 15,580 | $276.5K | 0.01% | +15,580 | New |
| Squarepoint Ops LLC | 15,237 | $270.5K | 0.00% | −102,776−87.1% | Reduced |
| Ensign Peak Advisors, Inc | 15,162 | $269.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14,761 | $262.0K | 0.00% | −882−5.6% | Reduced |
| Allworth Financial LP | 14,755 | $261.9K | 0.00% | +7,218+95.8% | Added |
| Utah Retirement Systems | 14,568 | $258.6K | 0.00% | +1,510+11.6% | Added |
| Lido Advisors, LLC | 14,450 | $256.5K | 0.00% | +14,450 | New |
| HB Wealth Management, LLC | 14,401 | $255.6K | 0.00% | +14,401 | New |
| Krilogy Financial LLC | 14,273 | $253.3K | 0.01% | +14,273 | New |
| Machina Capital S.A.S. | 14,239 | $252.7K | 0.04% | +14,239 | New |
| Virginia Retirement Systems Et Al | 14,100 | $250.3K | 0.00% | +14,100 | New |
| Maryland State Retirement & Pension System | 13,778 | $244.6K | 0.00% | +2,486+22.0% | Added |
| Citizens Financial Group Inc | 13,658 | $242.4K | 0.00% | +13,658 | New |
| Guggenheim Capital LLC | 13,067 | $231.9K | 0.00% | −35,645−73.2% | Reduced |
| Vident Advisory, LLC | 12,839 | $227.9K | 0.00% | +334+2.7% | Added |
| Keybank National Association | 12,779 | $226.8K | 0.00% | +293+2.3% | Added |
| West Family Investments, Inc. | 12,692 | $225.3K | 0.07% | +12,692 | New |
| AlphaCore Capital LLC | 12,444 | $220.9K | 0.00% | +12,444 | New |
| Neuberger Berman Group LLC | 12,374 | $219.6K | 0.00% | +1,213+10.9% | Added |
| Castleview Partners, LLC | 12,086 | $214.5K | 0.09% | +12,086 | New |
| Wedmont Private Capital | 11,616 | $214.0K | 0.01% | +473+4.2% | Added |
| Baker Avenue Asset Management, LP | 11,937 | $211.9K | 0.00% | +11,937 | New |
| Evolve Private Wealth, LLC | 11,644 | $206.7K | 0.01% | +11,644 | New |
| Envestnet Asset Management Inc | 11,505 | $204.2K | 0.00% | +685+6.3% | Added |
| Ethic Inc. | 11,108 | $197.2K | 0.00% | −123−1.1% | Reduced |
| Rangeley Capital, LLC | 11,000 | $195.3K | 0.19% | +1,000+10.0% | Added |
| Transcend Wealth Collective, LLC | 10,701 | $189.9K | 0.01% | +10,701 | New |
| ProShare Advisors LLC | 10,462 | $185.7K | 0.00% | +10,462 | New |
| Warren Averett Asset Management, LLC | 10,348 | $183.7K | 0.00% | +10,348 | New |
| Pathstone Holdings, LLC | 10,337 | $183.5K | 0.00% | +10,337 | New |
| The PNC Financial Services Group, Inc. | 9,710 | $172.4K | 0.00% | +2,251+30.2% | Added |
| GAMMA Investing LLC | 9,361 | $166.2K | 0.01% | +3,471+58.9% | Added |
| Sterling Capital Management LLC | 8,402 | $149.1K | 0.00% | +810+10.7% | Added |
| EverSource Wealth Advisors, LLC | 8,217 | $145.9K | 0.00% | −3,301−28.7% | Reduced |
| KBC Group NV | 6,295 | $112.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,888 | $104.5K | 0.00% | +7+0.1% | Added |
| US Bancorp | 5,812 | $103.2K | 0.00% | +277+5.0% | Added |
| Covestor Ltd | 5,614 | $99.0K | 0.06% | +5,071+933.9% | Added |
| Jones Financial Companies LLLP | 4,589 | $79.8K | 0.00% | +3,439+299.0% | Added |
| Nisa Investment Advisors, LLC | 4,432 | $78.7K | 0.00% | +782+21.4% | Added |
| Parallel Advisors, LLC | 3,788 | $67.2K | 0.00% | +259+7.3% | Added |
| Fairway Wealth LLC | 3,600 | $63.9K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 3,556 | $63.1K | 0.03% | +1,250+54.2% | Added |
| IFP Advisors, Inc | 3,509 | $62.3K | 0.00% | +2,110+150.8% | Added |
| Umb Bank N A | 3,472 | $61.6K | 0.00% | +493+16.5% | Added |
| Caitong International Asset Management Co., Ltd | 3,221 | $57.2K | 0.01% | +3,221 | New |
| DekaBank Deutsche Girozentrale | 3,852 | $54.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 3,057 | $53.6K | 0.00% | −369−10.8% | Reduced |
| Nykredit A/S | 2,825 | $50.1K | 0.00% | +2,825 | New |
| Versant Capital Management, Inc | 2,454 | $43.6K | 0.00% | −215−8.1% | Reduced |
| Meeder Asset Management Inc | 2,064 | $36.6K | 0.00% | +2,064 | New |
| True Wealth Design, LLC | 1,882 | $33.4K | 0.01% | +747+65.8% | Added |
| SJS Investment Consulting Inc. | 1,625 | $28.8K | 0.00% | +629+63.2% | Added |
| Ronald Blue Trust, Inc. | 1,605 | $28.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,324 | $23.0K | 0.00% | +391+41.9% | Added |
| Advisor Group Holdings, Inc. | 1,093 | $19.4K | 0.00% | +318+41.0% | Added |
| Signaturefd, LLC | 925 | $16.4K | 0.00% | −411−30.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 759 | $13.5K | 0.00% | +747+6,225.0% | Added |
| Smartleaf Asset Management LLC | 691 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 666 | $11.8K | 0.00% | +420+170.7% | Added |
| SMA Capital LLC | 639 | $11.3K | 0.00% | +256+66.8% | Added |
| Los Angeles Capital Management LLC | 601 | $10.7K | 0.00% | −120,250−99.5% | Reduced |
| Basecamp Wealth Advisors LLC | 561 | $9.96K | 0.00% | +167+42.4% | Added |
| Trust Co of Vermont | 508 | $9.02K | 0.00% | +508 | New |
| Massmutual Trust Co FSB | 431 | $7.65K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 416 | $7.38K | 0.00% | −223−34.9% | Reduced |
| Bare Financial Services, Inc | 286 | $5.08K | 0.00% | +95+49.7% | Added |
| Global Retirement Partners, LLC | 238 | $4.22K | 0.00% | +238 | New |
| Parkside Financial Bank & Trust | 234 | $4.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 209 | $3.71K | 0.00% | +43+25.9% | Added |
| Atlantic Trust, LLC | 209 | $3.71K | 0.00% | +209 | New |
| Larson Financial Group LLC | 201 | $3.57K | 0.00% | −3−1.5% | Reduced |
| Silver Grove Financial Group, Inc. | 189 | $3.35K | 0.00% | +189 | New |
| MV Capital Management, Inc. | 157 | $2.79K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 156 | $2.77K | 0.00% | +36+30.0% | Added |
| Steward Partners Investment Advisory, LLC | 149 | $2.65K | 0.00% | +118+380.6% | Added |
| Brown Brothers Harriman & Co | 144 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 140 | $2.48K | 0.00% | +42+42.9% | Added |
| Action Point Financial Planning, LLC | 140 | $2.43K | 0.00% | +140 | New |
| Farmers & Merchants Investments Inc | 132 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 120 | $2.13K | 0.00% | +120 | New |
| Mirae Asset Global Investments Co., Ltd. | 111 | $1.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $1.95K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 104 | $1.85K | 0.00% | +51+96.2% | Added |
| Assetmark, Inc | 95 | $1.69K | 0.00% | +2+2.2% | Added |
| Godfrey Financial Associates, Inc. | 91 | $1.61K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 84 | $1.49K | 0.00% | +68+425.0% | Added |
| Cromwell Holdings LLC | 69 | $1.23K | 0.00% | +51+283.3% | Added |
| Creative Capital Management Investments LLC | 57 | $1.01K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 50 | $888 | 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 |
| Pinnacle Wealth Planning Services, Inc. | 47 | $834 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $764 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 37 | $657 | 0.00% | +37 | New |