Sotera Health Ownership | Who Owns Sotera Health?
Sotera Health Ownership Summary
Sotera Health is owned by 49.52% institutional investors, 2.32% insiders, and 48.17% retail investors. Darsana capital partners lp is the largest institutional shareholder, holding 9.16% of SHC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.75% of its assets in Sotera Health shares.
SHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sotera Health | 49.52% | 2.32% | 48.17% |
| Sector | Healthcare Stocks | 35.58% | 11.87% | 52.55% |
| Industry | Diagnostics & Research Stocks | 50.92% | 10.77% | 38.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Darsana capital partners lp | 26.00M | 9.16% | $372.84M |
| Sessa capital im | 23.05M | 8.12% | $330.54M |
| Sculptor capital lp | 21.72M | 7.65% | $311.43M |
| Blackrock funding, inc. /de | 20.85M | 7.34% | $298.98M |
| Vanguard group | 19.23M | 6.77% | $339.19M |
| Warburg pincus | 19.10M | 6.73% | $273.94M |
| Gtcr | 12.74M | 4.49% | $182.62M |
| Sachem head capital management lp | 11.64M | 4.10% | $166.99M |
| Blackrock | 11.43M | 4.05% | $135.66M |
| Janus henderson group | 9.16M | 3.23% | $131.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Warburg pincus | 19.10M | 79.76% | $273.94M |
| Inherent management | 1.66M | 12.10% | $23.81M |
| Mig capital | 4.23M | 9.66% | $66.49M |
| Ananym capital management, lp | 1.75M | 9.56% | $25.06M |
| Darsana capital partners lp | 26.00M | 7.94% | $372.84M |
| Sessa capital im | 23.05M | 6.00% | $330.54M |
| Irenic capital management lp | 3.55M | 5.85% | $55.81M |
| Gtcr | 12.74M | 4.83% | $182.62M |
| Gem investment advisors | 327.01K | 4.61% | $4.69M |
| Sachem head capital management lp | 11.64M | 4.02% | $166.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wells fargo & company/mn | 4.01M | 0.01% | 4.00M |
| Aqr capital management | 6.72M | 0.04% | 3.86M |
| Blackrock funding, inc. /de | 20.85M | 0.01% | 2.77M |
| Vanguard group | 19.23M | 0.00% | 2.76M |
| Norges bank | 2.57M | 0.00% | 2.57M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Warburg pincus | 19.10M | 79.76% | -15.00M |
| Gtcr | 12.74M | 4.83% | -10.00M |
| Tpg gp a | - | - | -6.79M |
| Maverick capital | - | - | -3.50M |
| Hawk ridge capital management lp | - | - | -1.88M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.57M | 0.00% | 2.57M | $45.28M |
| Vanguard fiduciary trust | 1.46M | 0.01% | 1.46M | $20.87M |
| Arrowstreet capital, limited partnership | 786.75K | 0.01% | 786.75K | $11.28M |
| Bridgewater associates, lp | 695.39K | 0.04% | 695.39K | $9.97M |
| Danske bank | 581.14K | 0.02% | 581.14K | $8.33M |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -1.00 |
| Advisornet financial | -3.00 |
| Claris advisors, llc / mo / | -8.00 |
| Tortoise investment management | -9.00 |
| Stone house investment management | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 244 | -14.39% | 140,600,817 | -46.90% | 49 | 0.57% | 167 | -24.43% | 50 | 25.00% |
| Dec 31, 2025 | 86 | -64.75% | 24,777,402 | -90.62% | 8 | 0.10% | 68 | -58.28% | 7 | -85.71% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 7.86M | 2.75% | -3.95K |
| Janus Henderson Opportunistic Alpha MA | 7.73M | 2.73% | 7.73M |
| Vanguard Total Stock Mkt Idx Inv | 7.72M | 2.71% | 23.29K |
| Vanguard Small Cap Index | 5.57M | 1.95% | -11.45K |
| Vanguard US Total Market Shares ETF | 4.94M | 1.74% | 885.73K |
| Janus Henderson Contrarian D | 4.85M | 1.70% | 649.74K |
| Janus Henderson US Opportunistic Alpha | 4.85M | 1.70% | 649.74K |
| Vanguard Small Cap Growth Index Inv | 3.13M | 1.10% | -1.88K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.63M | 0.92% | 29.65K |
| T. Rowe Price Small-Cap Stock | 2.39M | 0.84% | 165.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2026 | WARBURG PINCUS & CO. | Sell | $289.75M | |
| May 13, 2026 | GTCR INVESTMENT XI LLC | Sell | $193.17M | |
| Mar 06, 2026 | WARBURG PINCUS & CO. | Sell | $229.05M | |
| Mar 06, 2026 | GTCR INVESTMENT XI LLC | Sell | $152.70M | |
| Dec 08, 2025 | Petras Michael B. Jr. | Chairman & CEO | Sell | $5.20M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
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