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Sotera Health Co (SHC)

CUSIP: 83601L102 | NYSE | Healthcare · Diagnostics & Research | Mid Cap | 696 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASachem Head GP LLC00.0%No shares heldOct 9, 2026No 13F filer matched
13GVanguard Capital Management LLC14,625,1655.1%New 5%+ stakeSep 30, 202612,170,699 sh (Jun 30, 2026)
13G/ASessa Capital IM, L.P.27,050,0009.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ASculptor Capital II LP24,000,0008.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ASachem Head GP LLC0
0.0% of class · Oct 9, 2026No shares held
No 13F filer matched
13GVanguard Capital Management LLC14,625,165
5.1% of class · Sep 30, 2026New 5%+ stake
12,170,699 sh (Jun 30, 2026)
13G/ASessa Capital IM, L.P.27,050,000
9.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ASculptor Capital II LP24,000,000
8.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Two Seas Capital LP6,111,053
1.3% of portfolio›$113.0M
Dimensional Fund Advisors LP5,968,281
0.0% of portfolio›$110.4M
Bank of New York Mellon Corp1,987,882
0.0% of portfolio›$36.8M
Exchange Traded Concepts, LLC988,508
0.1% of portfolio›$18.3M
O'Keefe Stevens Advisory, Inc.838,114
3.2% of portfolio›$15.5M
Thrivent Financial for Lutherans728,056
0.0% of portfolio›$13.5K
Principal Financial Group Inc655,337
0.0% of portfolio›$12.1M
Thompson Siegel & Walmsley LLC480,639
0.0% of portfolio›$8.9K
Retirement Systems of Alabama294,348
0.0% of portfolio›$5.4M
Wealth Enhancement Advisory Services, LLC225,596
0.0% of portfolio›$3.7M
Creative Planning219,814
0.0% of portfolio›$4.1M
Amalgamated Bank127,095
0.0% of portfolio›$2.4K
OP Asset Management Ltd106,542
0.0% of portfolio›$2.0M
Mutual of America Capital Management LLC103,938
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D95,249
0.0% of portfolio›$1.8M
Louisiana State Employees Retirement System84,800
0.0% of portfolio›$1.6M
Arizona State Retirement System78,294
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC76,238
0.0% of portfolio›$1.4M
State of Wyoming72,790
0.1% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS68,117
0.0% of portfolio›$1.3M
State of Michigan Retirement System67,000
0.0% of portfolio›$1.2M
New York State Teachers Retirement System66,888
0.0% of portfolio›$1.2K
Citigroup Inc65,842
0.0% of portfolio›$1.2M
CenterBook Partners LP62,850
0.1% of portfolio›$1.2M
Oregon Public Employees Retirement Fund59,082
0.0% of portfolio›$1.1M
Fifth Third Bancorp55,641
0.0% of portfolio›$1.0M
New Mexico Educational Retirement Board55,600
0.0% of portfolio›$1.0K
HB Wealth Management, LLC44,563
0.0% of portfolio›$656.1K
Pictet Asset Management Holding SA43,252
0.0% of portfolio›$799.7K
Brighton Jones LLC39,113
0.0% of portfolio›$723.2K
Argos Wealth Advisors, LLC39,000
0.2% of portfolio›$721.1K
Chicago Partners Investment Group LLC35,160
0.0% of portfolio›$636.4K
Xponance LLC32,627
0.0% of portfolio›$603.3K
Balefire, LLC31,667
0.1% of portfolio›$585.5K
Alps Advisors Inc31,330
0.0% of portfolio›$579.3K
Citizens Financial Group Inc28,644
0.0% of portfolio›$529.6K
DekaBank Deutsche Girozentrale28,642
0.0% of portfolio›$533
Swiss Life Asset Management Ltd28,608
0.0% of portfolio›$529.0K
State of Alaska, Department of Revenue27,035
0.0% of portfolio›$499
First Citizens Bank & Trust Co26,516
0.0% of portfolio›$490.3K
Lecap Asset Management LTD25,039
0.2% of portfolio›$463.0K
NorthCrest Asset Manangement, LLC18,894
0.0% of portfolio›$336.9K
AlphaCore Capital LLC18,751
0.0% of portfolio›$346.7K
Lido Advisors, LLC18,646
0.0% of portfolio›$344.8K
Krilogy Financial LLC17,827
0.0% of portfolio›$323.6K
Farther Finance Advisors, LLC17,770
0.0% of portfolio›$328.6K
Keybank National Association16,438
0.0% of portfolio›$303.9K
MacKenzie Financial Corp16,395
0.0% of portfolio›$303.1K
MBL Wealth, LLC15,374
0.0% of portfolio›$284.3K
Financiere des Professionnels - Fonds d'investissement inc.14,286
0.0% of portfolio›$264.1K
Virginia Retirement Systems ET Al14,100
0.0% of portfolio›$260.7K
Machina Capital S.A.S.13,939
0.0% of portfolio›$257.7K
111 Capital13,788
0.0% of portfolio›$254.9K
Maryland State Retirement & Pension System13,778
0.0% of portfolio›$254.8K
Curated Wealth Partners LLC13,106
0.0% of portfolio›$242.3K
Teza Capital Management LLC12,702
0.2% of portfolio›$234.9K
Ethic Inc.12,521
0.0% of portfolio›$231.5K
Castleview Partners, LLC12,306
0.1% of portfolio›$227.5K
Parcion Private Wealth LLC12,180
0.0% of portfolio›$225.2K
Ashton Thomas Private Wealth, LLC11,884
0.0% of portfolio›$219.7K
Canton Hathaway, LLC11,755
0.0% of portfolio›$217.4K
Wedmont Private Capital11,247
0.0% of portfolio›$200.5K
ProShare Advisors LLC10,845
0.0% of portfolio›$200.5K
EverSource Wealth Advisors, LLC10,242
0.0% of portfolio›$189.4K
Ritholtz Wealth Management10,237
0.0% of portfolio›$189.3K
Gamma Investing LLC10,055
0.0% of portfolio›$185.9K
KBC Group NV8,681
0.0% of portfolio›$161
Sterling Capital Management LLC8,090
0.0% of portfolio›$149.6K
Nisa Investment Advisors, LLC7,757
0.0% of portfolio›$143.4K
US Bancorp \de\6,098
0.0% of portfolio›$112.8K
Covestor Ltd6,023
0.0% of portfolio›$111
SJS Investment Consulting Inc.5,583
0.0% of portfolio›$103.2K
Strs Ohio3,836
0.0% of portfolio›$70.9K
Parallel Advisors, LLC3,785
0.0% of portfolio›$70.0K
Essential Partners LLC3,666
0.0% of portfolio›$67.8K
Root Financial Partners, LLC3,615
0.0% of portfolio›$66.8K
Fairway Wealth LLC3,600
0.0% of portfolio›$66.6K
IFP Advisors, Inc3,509
0.0% of portfolio›$64.9K
Versant Capital Management, Inc2,454
0.0% of portfolio›$45.4K
Provenance Wealth Advisors, LLC2,271
0.0% of portfolio›$42.0K
True Wealth Design, LLC2,019
0.0% of portfolio›$37.3K
Mirae Asset Global Investments Co., Ltd.1,591
0.0% of portfolio›$29.4K
Larson Financial Group LLC1,150
0.0% of portfolio›$21.3K
Signaturefd, LLC940
0.0% of portfolio›$17.4K
Fulcrum Asset Management LLP802
0.0% of portfolio›$14.9K
Trust Co of Vermont508
0.0% of portfolio›$9.4K
MassMutual Private Wealth & Trust, FSB375
0.0% of portfolio›$6.9K
Bare Financial Services, Inc334
0.0% of portfolio›$6.2K
Silver Grove Financial Group, Inc.322
0.0% of portfolio›$6.0K
Elyxium Wealth, LLC290
0.0% of portfolio›$5.4K
Parkside Financial Bank & Trust234
0.0% of portfolio›$4.3K
Ascentis Independent Advisors201
0.0% of portfolio›$3.7K
Farmers & Merchants Investments Inc185
0.0% of portfolio›$3.4K
MV Capital Management, Inc.157
0.0% of portfolio›$2.9K
Redwood Park Advisors LLC143
0.0% of portfolio›$2.6K
Assetmark, Inc135
0.0% of portfolio›$2.5K
Fortitude Family Office, LLC128
0.0% of portfolio›$2.4K
JFS Wealth Advisors, LLC107
0.0% of portfolio›$2.0K
Creative Capital Management Investments LLC76
0.0% of portfolio›$1.4K
Cromwell Holdings LLC69
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC66
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc50
0.0% of portfolio›$925
Private Wealth Management Group, LLC49
0.0% of portfolio›$907
Elevation Wealth Partners, LLC49
0.0% of portfolio›$907
Valley National Advisers Inc49
0.0% of portfolio›$907
Pinnacle Wealth Planning Services, Inc.47
0.0% of portfolio›$869
Manchester Capital Management LLC43
0.0% of portfolio›$796
GoalVest Advisory LLC41
0.0% of portfolio›$758
Bay Harbor Wealth Management, LLC40
0.0% of portfolio›$740
Capital Advisors, Ltd. LLC25
0.0% of portfolio›$0
DiNuzzo Private Wealth, Inc.25
0.0% of portfolio›$463
SBI Securities Co., Ltd.23
0.0% of portfolio›$425
Buck Wealth Strategies, LLC17
0.0% of portfolio›$314
Wealth Enhancement Trust Services, Inc.12
0.0% of portfolio›$222
Signature Equity Partners, LLC10
0.0% of portfolio›$185
WPG Advisers, LLC10
0.0% of portfolio›$185
DecisionPoint Financial, LLC8
0.0% of portfolio›$145
Hughes Financial Services, LLC7
0.0% of portfolio›$131
Maryland Capital Advisors Inc.2
0.0% of portfolio›$37
Signature Resources Capital Management, LLC1
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Two Seas Capital LP
6,111,053$113.0M1.3%MomentumMediumRye, NY2026-10-06
Dimensional Fund Advisors LP
5,968,281$110.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,987,882$36.8M0.0%CoreLowNew York, NY2026-11-05
Exchange Traded Concepts, LLC
988,508$18.3M0.1%GrowthMediumOklahoma City, OK2026-10-28
O'Keefe Stevens Advisory, Inc.
838,114$15.5M3.2%ValueLowRochester, NY2026-10-09
Thrivent Financial for Lutherans
728,056$13.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Principal Financial Group Inc
655,337$12.1M0.0%CoreLowDes Moines, IA2026-11-02
Thompson Siegel & Walmsley LLC
480,639$8.9K0.0%Deep ValueMediumRichmond, VA2026-11-05
Retirement Systems of Alabama
294,348$5.4M0.0%IndexLowMontgomery, AL2026-11-04
Wealth Enhancement Advisory Services, LLC
225,596$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
219,814$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Amalgamated Bank
127,095$2.4K0.0%CoreVery LowNew York, NY2026-10-23
OP Asset Management Ltd
106,542$2.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Mutual of America Capital Management LLC
103,938$1.9M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
95,249$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
84,800$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
78,294$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
76,238$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of Wyoming
72,790$1.3M0.1%ValueHighCheyenne, WY2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
68,117$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
67,000$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
New York State Teachers Retirement System
66,888$1.2K0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
65,842$1.2M0.0%CoreMediumNew York, NY2026-11-04
CenterBook Partners LP
62,850$1.2M0.1%ValueVery HighGreenwich, CT2026-11-02
Oregon Public Employees Retirement Fund
59,082$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Fifth Third Bancorp
55,641$1.0M0.0%IndexVery LowCincinnati, OH2026-11-05
New Mexico Educational Retirement Board
55,600$1.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
HB Wealth Management, LLC
44,563$656.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
43,252$799.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Brighton Jones LLC
39,113$723.2K0.0%CoreVery LowSeattle, WA2026-11-03
Argos Wealth Advisors, LLC
39,000$721.1K0.2%GrowthLowSacramento, CA2026-11-02
Chicago Partners Investment Group LLC
35,160$636.4K0.0%GARPLowChicago, IL2026-10-27
Xponance LLC
32,627$603.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Balefire, LLC
31,667$585.5K0.1%ETFMediumDallas, TX2026-10-09
Alps Advisors Inc
31,330$579.3K0.0%YieldLowDenver, CO2026-11-03
Citizens Financial Group Inc
28,644$529.6K0.0%GrowthLowProvidence, RI2026-10-23
DekaBank Deutsche Girozentrale
28,642$5330.0%CoreLowFrankfurt, Hong Kong2026-10-27
Swiss Life Asset Management Ltd
28,608$529.0K0.0%CoreLowZurich, Switzerland2026-11-03
State of Alaska, Department of Revenue
27,035$4990.0%CoreVery LowJuneau, AK2026-10-15
First Citizens Bank & Trust Co
26,516$490.3K0.0%CoreMediumRaleigh, NC2026-10-14
Lecap Asset Management LTD
25,039$463.0K0.2%ValueVery HighLondon, United Kingdom2026-10-27
NorthCrest Asset Manangement, LLC
18,894$336.9K0.0%GrowthLowPlymouth, MN2026-10-13
AlphaCore Capital LLC
18,751$346.7K0.0%ETFLowLa Jolla, CA2026-11-04
Lido Advisors, LLC
18,646$344.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Krilogy Financial LLC
17,827$323.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Farther Finance Advisors, LLC
17,770$328.6K0.0%IndexLowSan Francisco, CA2026-10-08
Keybank National Association
16,438$303.9K0.0%CoreLowBrooklyn, OH2026-11-04
MacKenzie Financial Corp
16,395$303.1K0.0%CoreMediumToronto Ontario, Australia2026-11-02
MBL Wealth, LLC
15,374$284.3K0.0%ETFLowCharlotte, NC2026-10-22
Financiere des Professionnels - Fonds d'investissement inc.
14,286$264.1K0.0%GrowthHighMontreal, Austria2026-11-03
Virginia Retirement Systems ET Al
14,100$260.7K0.0%CoreMediumRichmond, VA2026-10-28
Machina Capital S.A.S.
13,939$257.7K0.0%ValueVery HighParis, India2026-11-05
111 Capital
13,788$254.9K0.0%CoreVery HighParis, India2026-11-03
Maryland State Retirement & Pension System
13,778$254.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Curated Wealth Partners LLC
13,106$242.3K0.0%GARPLowEl Segundo, CA2026-10-15
Teza Capital Management LLC
12,702$234.9K0.2%ValueHighAustin, TX2026-10-23
Ethic Inc.
12,521$231.5K0.0%CoreLowNew York, NY2026-11-03
Castleview Partners, LLC
12,306$227.5K0.1%CoreMediumDallas, TX2026-10-09
Parcion Private Wealth LLC
12,180$225.2K0.0%CoreMediumBellevue, WA2026-10-28
Ashton Thomas Private Wealth, LLC
11,884$219.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Canton Hathaway, LLC
11,755$217.4K0.0%ValueLowProvidence, RI2026-10-23
Wedmont Private Capital
11,247$200.5K0.0%IndexVery LowWest Chester, PA2026-10-09
ProShare Advisors LLC
10,845$200.5K0.0%GrowthLowBethesda, MD2026-10-29
EverSource Wealth Advisors, LLC
10,242$189.4K0.0%CoreMediumBirmingham, AL2026-11-04
Ritholtz Wealth Management
10,237$189.3K0.0%IndexLowNew York, NY2026-11-05
Gamma Investing LLC
10,055$185.9K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
8,681$1610.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
8,090$149.6K0.0%GARPMediumCharlotte, NC2026-10-22
Nisa Investment Advisors, LLC
7,757$143.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
US Bancorp \de\
6,098$112.8K0.0%IndexLowMinneapolis, MN2026-11-05
Covestor Ltd
6,023$1110.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
5,583$103.2K0.0%ETFVery LowSylvania, OH2026-10-26
Strs Ohio
3,836$70.9K0.0%CoreMediumColumbus, OH2026-10-30
Parallel Advisors, LLC
3,785$70.0K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
3,666$67.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
3,615$66.8K0.0%ETFMediumEncinitas, CA2026-10-21
Fairway Wealth LLC
3,600$66.6K0.0%ETFLowIndependence, OH2026-10-30
IFP Advisors, Inc
3,509$64.9K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
2,454$45.4K0.0%GARPLowPhoenix, AZ2026-10-02
Provenance Wealth Advisors, LLC
2,271$42.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
2,019$37.3K0.0%ETFMediumAkron, OH2026-10-13
Mirae Asset Global Investments Co., Ltd.
1,591$29.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Larson Financial Group LLC
1,150$21.3K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
940$17.4K0.0%IndexLowAtlanta, GA2026-10-23
Fulcrum Asset Management LLP
802$14.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Trust Co of Vermont
508$9.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
MassMutual Private Wealth & Trust, FSB
375$6.9K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
334$6.2K0.0%ETFVery LowGap, PA2026-11-04
Silver Grove Financial Group, Inc.
322$6.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Elyxium Wealth, LLC
290$5.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Parkside Financial Bank & Trust
234$4.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Ascentis Independent Advisors
201$3.7K0.0%ETFLowDallas, TX2026-11-03
Farmers & Merchants Investments Inc
185$3.4K0.0%CoreVery LowLincoln, NE2026-10-22
MV Capital Management, Inc.
157$2.9K0.0%ETFLowBethesda, MD2026-10-29
Redwood Park Advisors LLC
143$2.6K0.0%ETFVery LowRedwood City, CA2026-11-02
Assetmark, Inc
135$2.5K0.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
128$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
107$2.0K0.0%ETFVery LowHermitage, PA2026-11-03
Creative Capital Management Investments LLC
76$1.4K0.0%ETFLowSan Diego, CA2026-10-28
Cromwell Holdings LLC
69$1.3K0.0%IndexLowJackson, WY2026-10-28
Ascentis Wealth Management, LLC
66$1.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Bell Investment Advisors, Inc
50$9250.0%ETFVery LowOrinda, CA2026-10-29
Private Wealth Management Group, LLC
49$9070.0%ETFLowPrinceton, NJ2026-10-19
Elevation Wealth Partners, LLC
49$9070.0%ETFLowWalnut Creek, CA2026-10-07
Valley National Advisers Inc
49$9070.0%ETFLowBethlehem, PA2026-10-23
Pinnacle Wealth Planning Services, Inc.
47$8690.0%GARPLowMansfield, OH2026-10-27
Manchester Capital Management LLC
43$7960.0%CoreLowManchester, VT2026-10-22
GoalVest Advisory LLC
41$7580.0%ETFMediumNew York, NY2026-10-02
Bay Harbor Wealth Management, LLC
40$7400.0%ETFMediumHunt Valley, MD2026-11-03
Capital Advisors, Ltd. LLC
25$00.0%ETFLowShaker Heights, OH2026-10-27
DiNuzzo Private Wealth, Inc.
25$4630.0%ETFLowBeaver, PA2026-10-16
SBI Securities Co., Ltd.
23$4250.0%Agg GrowthLowTokyo, Mexico2026-10-22
Buck Wealth Strategies, LLC
17$3140.0%ValueMediumDenver, CO2026-10-28
Wealth Enhancement Trust Services, Inc.
12$2220.0%GrowthMediumSioux Falls, SD2026-10-07
Signature Equity Partners, LLC
10$1850.0%GrowthMediumColumbus, OH2026-10-29
WPG Advisers, LLC
10$1850.0%CoreLowBaltimore, MD2026-10-27
DecisionPoint Financial, LLC
8$1450.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
7$1310.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
2$370.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$180.0%ETFLowNewport Beach, CA2026-10-16