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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sessa Capital IM, L.P. added | 27,050,000 | $480M | 9.8% | 2026-Q2 |
| Darsana Capital Partners LP added | 27,000,000 | $479M | 9.8% | 2026-Q2 |
| BlackRock, Inc. added | 24,148,424 | $429M | 8.8% | 2026-Q2 |
| Sculptor Capital LP added | 24,000,000 | $426M | 8.7% | 2026-Q2 |
| Sachem Head Capital Management LP added | 15,560,000 | $276M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 12,170,699 | $216M | 4.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,946,341 | $212M | 4.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,734,313 | $186M | 3.8% | 2026-Q2 |
| Jupiter Topco LLC new | 8,402,106 | $149M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 8,324,321 | $148M | 3.0% | 2026-Q2 |
| FMR LLC added | 6,173,320 | $110M | 2.2% | 2026-Q2 |
| Two Seas Capital LP trimmed | 5,836,053 | $104M | 2.1% | 2026-Q2 |
| Voss Capital, LP added | 5,825,000 | $103M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,799,870 | $103M | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,219,965 | $93M | 1.9% | 2026-Q2 |
| Irenic Capital Management LP added | 5,141,822 | $91M | 1.9% | 2026-Q2 |
| DME Capital Management, LP added | 4,135,515 | $73M | 1.5% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP trimmed | 3,979,581 | $71M | 1.4% | 2026-Q2 |
| NORGES BANK added | 3,512,499 | $62M | 1.3% | 2026-Q2 |
| ION Fund Management Ltd added | 3,343,648 | $59M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 3,075,334 | $55M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,803,452 | $50M | 1.0% | 2026-Q2 |
| DENDUR CAPITAL LP new | 2,770,000 | $49M | 1.0% | 2026-Q2 |
| Ancora Advisors LLC added | 2,683,637 | $48M | 1.0% | 2026-Q2 |
| Gotham Asset Management, LLC added | 2,206,457 | $39M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,144,388 | $38M | 0.8% | 2026-Q2 |
| Wellspring Financial Advisors, LLC added | 2,061,790 | $5M | 0.1% | 2026-Q2 |
| Ananym Capital Management, LP added | 2,029,809 | $36M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,005,163 | $36M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,932,584 | $34M | 0.7% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 1,764,049 | $31M | 0.6% | 2026-Q2 |
| Woodline Partners LP | 1,730,807 | $31M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,692,961 | $30M | 0.6% | 2026-Q2 |
| Inherent Management Corp. | 1,660,128 | $29M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,544,672 | $27M | 0.6% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. new | 1,403,962 | $25M | 0.5% | 2026-Q2 |
| UBS Group AG added | 1,321,766 | $23M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,287,668 | $23M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC | 988,508 | $18M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 985,120 | $17M | 0.4% | 2026-Q2 |
| O'Keefe Stevens Advisory, Inc. new | 800,396 | $14M | 0.3% | 2026-Q2 |
| Bronte Capital Management Pty Ltd. trimmed | 797,138 | $14M | 0.3% | 2026-Q2 |
| Onex Canada Asset Management Inc. added | 729,212 | $13M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 684,779 | $12M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 660,238 | $12M | 0.2% | 2026-Q2 |
| Weiss Asset Management LP new | 651,539 | $12M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 648,606 | $12M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 602,481 | $11M | 0.2% | 2026-Q2 |
| Kerrisdale Advisers, LLC trimmed | 599,249 | $11M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 597,700 | $11M | 0.2% | 2026-Q2 |
| Ararat Capital Management LP new | 590,362 | $10M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 557,900 | $10M | 0.2% | 2026-Q2 |
| BECK MACK & OLIVER LLC new | 552,450 | $10M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 486,261 | $7M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 470,803 | $8M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 445,566 | $8M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 434,862 | $8M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 388,522 | $7M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 379,908 | $7M | 0.1% | 2026-Q2 |
| AYAL Capital Advisors Ltd added | 362,000 | $6M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 361,280 | $6M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 351,867 | $6M | 0.1% | 2026-Q2 |
| CADIAN CAPITAL MANAGEMENT, LP new | 350,000 | $6M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 344,519 | $6M | 0.1% | 2026-Q2 |
| Jain Global LLC added | 321,452 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 319,782 | $6M | 0.1% | 2026-Q2 |
| Gem Investment Advisors, LLC trimmed | 314,015 | $6M | 0.1% | 2026-Q2 |
| SaddleRock Capital Management LLC new | 306,553 | $5M | 0.1% | 2026-Q2 |
| Heights Point Management, LP new | 294,879 | $5M | 0.1% | 2026-Q2 |
| Broyhill Asset Management, LLC added | 291,128 | $5M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 277,341 | $5M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 274,298 | $5M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC trimmed | 270,000 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 261,396 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 246,961 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 238,990 | $4M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 236,896 | $4M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 234,566 | $4M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 228,841 | $4M | 0.1% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 213,946 | $4M | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 208,430 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 205,943 | $4M | 0.1% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 205,662 | $4M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 204,706 | $4M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 202,882 | $3M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 200,000 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 195,857 | $3M | 0.1% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. trimmed | 190,916 | $3M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 190,197 | $3M | 0.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 188,969 | $3M | 0.1% | 2026-Q2 |
| ELWOOD CAPITAL PARTNERS LP new | 187,500 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 180,841 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 174,505 | $3M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 170,417 | $3M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 151,600 | $3M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 150,645 | $3M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 149,839 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 146,776 | $2M | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 128,909 | $2M | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 127,917 | $2M | 0.0% | 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.
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.