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Institutional Ownership · SEC Form 13F

Who owns Sotera Health (SHC)


Which tracked institutional funds hold SHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

294
Institutional holders
282M
Shares held (tracked funds)

How the tape is positioned

127 tracked funds added or opened SHC while 51 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SHC’s largest tracked holder by dollar value, Sessa Capital IM, L.P., sizes it at 8.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SHC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 294 tracked filers holding SHC, 205 increased or opened the position and 123 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SHC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 17

  • Jupiter Topco LLC$149M
  • DENDUR CAPITAL LP$49M
  • Ancora Advisors LLC$48M
  • VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$25M
  • O'Keefe Stevens Advisory, Inc.$14M
  • Weiss Asset Management LP$12M

Full exits 29

  • WARBURG PINCUS LLC$274M
  • GTCR LLC$183M
  • JANUS HENDERSON GROUP PLC$131M
  • T. Rowe Price Investment Management, Inc.$131M
  • Point72 Asset Management, L.P.$23M
  • SG Americas Securities, LLC$13M

Largest adds

  • BlackRock, Inc.$250M
  • Sessa Capital IM, L.P.$150M
  • Sculptor Capital LP$115M
  • Sachem Head Capital Management LP$109M
  • FMR LLC$109M
  • Darsana Capital Partners LP$106M

Largest trims

  • WELLS FARGO & COMPANY/MN$57M
  • Bridgewater Associates, LP$10M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7M
  • FIRST TRUST ADVISORS LP$7M
  • CAPTRUST FINANCIAL ADVISORS$5M
  • PRUDENTIAL FINANCIAL INC$4M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Sessa Capital IM, L.P. added27,050,000$480M9.8%2026-Q2
Darsana Capital Partners LP added27,000,000$479M9.8%2026-Q2
BlackRock, Inc. added24,148,424$429M8.8%2026-Q2
Sculptor Capital LP added24,000,000$426M8.7%2026-Q2
Sachem Head Capital Management LP added15,560,000$276M5.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added12,170,699$216M4.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added11,946,341$212M4.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC added10,734,313$186M3.8%2026-Q2
Jupiter Topco LLC new8,402,106$149M3.1%2026-Q2
STATE STREET CORP added8,324,321$148M3.0%2026-Q2
FMR LLC added6,173,320$110M2.2%2026-Q2
Two Seas Capital LP trimmed5,836,053$104M2.1%2026-Q2
Voss Capital, LP added5,825,000$103M2.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added5,799,870$103M2.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added5,219,965$93M1.9%2026-Q2
Irenic Capital Management LP added5,141,822$91M1.9%2026-Q2
DME Capital Management, LP added4,135,515$73M1.5%2026-Q2
LAKEWOOD CAPITAL MANAGEMENT, LP trimmed3,979,581$71M1.4%2026-Q2
NORGES BANK added3,512,499$62M1.3%2026-Q2
ION Fund Management Ltd added3,343,648$59M1.2%2026-Q2
MORGAN STANLEY added3,075,334$55M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,803,452$50M1.0%2026-Q2
DENDUR CAPITAL LP new2,770,000$49M1.0%2026-Q2
Ancora Advisors LLC added2,683,637$48M1.0%2026-Q2
Gotham Asset Management, LLC added2,206,457$39M0.8%2026-Q2
NORTHERN TRUST CORP added2,144,388$38M0.8%2026-Q2
Wellspring Financial Advisors, LLC added2,061,790$5M0.1%2026-Q2
Ananym Capital Management, LP added2,029,809$36M0.7%2026-Q2
CITADEL ADVISORS LLC added2,005,163$36M0.7%2026-Q2
MILLENNIUM MANAGEMENT LLC added1,932,584$34M0.7%2026-Q2
JENNISON ASSOCIATES LLC trimmed1,764,049$31M0.6%2026-Q2
Woodline Partners LP1,730,807$31M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,692,961$30M0.6%2026-Q2
Inherent Management Corp.1,660,128$29M0.6%2026-Q2
Bank of New York Mellon Corp added1,544,672$27M0.6%2026-Q2
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. new1,403,962$25M0.5%2026-Q2
UBS Group AG added1,321,766$23M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed1,287,668$23M0.5%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC988,508$18M0.4%2026-Q2
TUDOR INVESTMENT CORP ET AL added985,120$17M0.4%2026-Q2
O'Keefe Stevens Advisory, Inc. new800,396$14M0.3%2026-Q2
Bronte Capital Management Pty Ltd. trimmed797,138$14M0.3%2026-Q2
Onex Canada Asset Management Inc. added729,212$13M0.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed684,779$12M0.2%2026-Q2
RHUMBLINE ADVISERS added660,238$12M0.2%2026-Q2
Weiss Asset Management LP new651,539$12M0.2%2026-Q2
JPMORGAN CHASE & CO added648,606$12M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added602,481$11M0.2%2026-Q2
Kerrisdale Advisers, LLC trimmed599,249$11M0.2%2026-Q2
Invesco Ltd. added597,700$11M0.2%2026-Q2
Ararat Capital Management LP new590,362$10M0.2%2026-Q2
Swiss National Bank added557,900$10M0.2%2026-Q2
BECK MACK & OLIVER LLC new552,450$10M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added486,261$7M0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added470,803$8M0.2%2026-Q2
Nuveen, LLC trimmed445,566$8M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added434,862$8M0.2%2026-Q2
Mariner, LLC added388,522$7M0.1%2026-Q2
DEUTSCHE BANK AG\ added379,908$7M0.1%2026-Q2
AYAL Capital Advisors Ltd added362,000$6M0.1%2026-Q2
ALGERT GLOBAL LLC trimmed361,280$6M0.1%2026-Q2
Legal & General Group Plc added351,867$6M0.1%2026-Q2
CADIAN CAPITAL MANAGEMENT, LP new350,000$6M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed344,519$6M0.1%2026-Q2
Jain Global LLC added321,452$6M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added319,782$6M0.1%2026-Q2
Gem Investment Advisors, LLC trimmed314,015$6M0.1%2026-Q2
SaddleRock Capital Management LLC new306,553$5M0.1%2026-Q2
Heights Point Management, LP new294,879$5M0.1%2026-Q2
Broyhill Asset Management, LLC added291,128$5M0.1%2026-Q2
STIFEL FINANCIAL CORP added277,341$5M0.1%2026-Q2
Retirement Systems of Alabama trimmed274,298$5M0.1%2026-Q2
Militia Capital Management LLC trimmed270,000$5M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added261,396$5M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added246,961$4M0.1%2026-Q2
Cerity Partners LLC added238,990$4M0.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed236,896$4M0.1%2026-Q2
TD Asset Management Inc added234,566$4M0.1%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed228,841$4M0.1%2026-Q2
MOORE CAPITAL MANAGEMENT, LP trimmed213,946$4M0.1%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC added208,430$4M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added205,943$4M0.1%2026-Q2
Phocas Financial Corp. trimmed205,662$4M0.1%2026-Q2
AMERIPRISE FINANCIAL INC added204,706$4M0.1%2026-Q2
Allianz Asset Management GmbH202,882$3M0.1%2026-Q2
Verition Fund Management LLC trimmed200,000$4M0.1%2026-Q2
BARCLAYS PLC added195,857$3M0.1%2026-Q2
NEXPOINT ASSET MANAGEMENT, L.P. trimmed190,916$3M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added190,197$3M0.1%2026-Q2
BRANDES INVESTMENT PARTNERS, LP added188,969$3M0.1%2026-Q2
ELWOOD CAPITAL PARTNERS LP new187,500$3M0.1%2026-Q2
Quantinno Capital Management LP trimmed180,841$3M0.1%2026-Q2
Creative Planning added174,505$3M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added170,417$3M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added151,600$3M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added150,645$3M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added149,839$3M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added146,776$2M0.0%2026-Q2
CITIGROUP INC added128,909$2M0.0%2026-Q2
MetLife Investment Management, LLC added127,917$2M0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership