Sotera Health Ownership | Who Owns Sotera Health?
Sotera Health Ownership Summary
Sotera Health is owned by 7.83% institutional investors, 2.46% insiders, and 89.71% retail investors. Warburg pincus is the largest institutional shareholder, holding 21.77% of SHC shares. Janus Henderson Opportunistic Alpha MA is the top mutual fund, with 2.73% of its assets in Sotera Health shares.
SHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sotera Health | 7.83% | 2.46% | 89.71% |
| Sector | Healthcare Stocks | 42.54% | 10.83% | 46.63% |
| Industry | Diagnostics & Research Stocks | 46.31% | 10.49% | 43.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Warburg pincus | 61.82M | 21.77% | $972.48M |
| Gtcr | 41.22M | 14.52% | $648.32M |
| Darsana capital partners lp | 25.00M | 8.80% | $393.25M |
| Vanguard group | 16.47M | 5.80% | $259.10M |
| Blackrock funding, inc. /de | 15.21M | 5.36% | $239.32M |
| Sculptor capital lp | 13.34M | 4.70% | $209.87M |
| Blackrock | 11.43M | 4.05% | $135.66M |
| Sessa capital im | 9.92M | 3.49% | $156.04M |
| T. rowe price investment management | 9.22M | 3.25% | $145.01M |
| Sachem head capital management lp | 7.91M | 2.79% | $124.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Warburg pincus | 61.82M | 72.18% | $972.48M |
| Gtcr | 41.22M | 71.58% | $648.32M |
| Mig capital | 4.23M | 9.66% | $66.49M |
| Darsana capital partners lp | 25.00M | 9.26% | $393.25M |
| Inherent management | 972.75K | 8.77% | $15.30M |
| Ananym capital management, lp | 1.41M | 8.53% | $22.19M |
| Kerrisdale advisers | 795.31K | 6.49% | $12.51M |
| Irenic capital management lp | 3.55M | 5.85% | $55.81M |
| Sessa capital im | 9.92M | 3.69% | $156.04M |
| Lakewood capital management, lp | 3.06M | 3.64% | $48.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Darsana capital partners lp | 25.00M | 9.26% | 4.99M |
| Sessa capital im | 9.92M | 3.69% | 3.62M |
| Sculptor capital lp | 13.34M | 2.48% | 1.84M |
| Vanguard group | 16.47M | 0.00% | 1.56M |
| D. e. shaw | 2.62M | 0.03% | 1.53M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Warburg pincus | 61.82M | 72.18% | -12.00M |
| Gtcr | 41.22M | 71.58% | -8.00M |
| Tpg gp a | - | - | -6.79M |
| Janus henderson group | 7.78M | 0.05% | -4.89M |
| Maverick capital | - | - | -3.50M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 933.07K | 0.00% | 933.07K | $12.76M |
| Woodline partners lp | 530.72K | 0.04% | 530.72K | $8.35M |
| Hudson bay capital management lp | 250.00K | 0.01% | 250.00K | $3.93M |
| Algert global | 242.30K | 0.06% | 242.30K | $3.81M |
| Axa investment managers | 229.24K | 0.01% | 229.24K | $3.61M |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Advisornet financial | -3.00 |
| Northwestern mutual wealth management | -7.00 |
| Claris advisors, llc / mo / | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 85 | -62.05% | 22,239,367 | -91.82% | 7 | 0.09% | 61 | -59.87% | 11 | -77.55% |
| Jun 30, 2025 | 221 | 6.76% | 271,539,842 | 0.76% | 95 | 1.06% | 150 | 63.04% | 48 | -36.00% |
| Mar 31, 2025 | 206 | -5.94% | 269,409,732 | 1.98% | 95 | 1.09% | 91 | -28.91% | 75 | 31.58% |
| Dec 31, 2024 | 205 | -3.30% | 256,478,727 | -3.04% | 90 | 1.04% | 120 | -9.77% | 53 | 17.78% |
| Sep 30, 2024 | 209 | - | 264,313,098 | 0.52% | 93 | 1.08% | 131 | 13.91% | 44 | -30.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Opportunistic Alpha MA | 7.73M | 2.73% | 7.73M |
| iShares Core S&P Mid-Cap ETF | 4.99M | 1.76% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.96M | 1.74% | -105.44K |
| Vanguard US Total Market Shares ETF | 4.94M | 1.74% | 885.73K |
| Vanguard Small Cap Index | 3.79M | 1.33% | -24.59K |
| Janus Henderson US Opportunistic Alpha | 3.40M | 1.20% | -515.90K |
| Janus Henderson Contrarian D | 3.40M | 1.20% | - |
| T. Rowe Price US Small-Cap Core Equity | 2.66M | 0.94% | 310.08K |
| Janus Henderson US SMID Cap Growth | 2.35M | 0.83% | - |
| T. Rowe Price Small-Cap Stock | 2.34M | 0.82% | -311.89K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 08, 2025 | Petras Michael B. Jr. | Chairman & CEO | Sell | $645.55K |
| Dec 08, 2025 | Petras Michael B. Jr. | Chairman & CEO | Sell | $5.20M |
| Dec 08, 2025 | Petras Michael B. Jr. | Chairman & CEO | Sell | $6.50M |
| Dec 03, 2025 | WARBURG PINCUS & CO. | Sell | $158.73M | |
| Dec 03, 2025 | GTCR INVESTMENT XI LLC | Sell | $105.82M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
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