Sotera Health Ownership | Who Owns Sotera Health?
Sotera Health Ownership Summary
Sotera Health is owned by 104.32% institutional investors, 2.31% insiders. Sessa capital im is the largest institutional shareholder, holding 9.49% of SHC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.19% of its assets in Sotera Health shares.
SHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sotera Health | 104.32% | 2.31% | -6.63% |
| Sector | Healthcare Stocks | 52.57% | 12.37% | 35.07% |
| Industry | Diagnostics & Research Stocks | 78.31% | 9.69% | 11.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sessa capital im | 27.05M | 9.49% | $480.14M |
| Darsana capital partners lp | 27.00M | 9.48% | $479.25M |
| Blackrock funding, inc. /de | 24.15M | 8.48% | $428.63M |
| Sculptor capital lp | 24.00M | 8.42% | $426.00M |
| Vanguard group | 19.23M | 6.77% | $339.19M |
| Sachem head capital management lp | 15.56M | 5.46% | $276.19M |
| Vanguard capital management | 12.17M | 4.27% | $216.03M |
| Blackrock | 11.43M | 4.05% | $135.66M |
| Aqr capital management | 10.73M | 3.77% | $186.40M |
| T. rowe price investment management | 10.52M | 3.69% | $186.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ananym capital management, lp | 2.03M | 12.96% | $36.03M |
| Inherent management | 1.66M | 11.44% | $29.47M |
| Mig capital | 4.23M | 9.66% | $66.49M |
| Sessa capital im | 27.05M | 8.03% | $480.14M |
| Sachem head capital management lp | 15.56M | 5.73% | $276.19M |
| Ararat capital management lp | 590.36K | 4.91% | $10.48M |
| Voss capital | 5.83M | 4.80% | $103.39M |
| Broyhill asset management | 291.13K | 4.59% | $5.17M |
| Irenic capital management lp | 5.14M | 4.38% | $91.27M |
| Lakewood capital management, lp | 3.98M | 3.64% | $70.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.17M | 0.00% | 6.14M |
| Aqr capital management | 10.73M | 0.07% | 4.01M |
| Sessa capital im | 27.05M | 8.03% | 4.00M |
| Sachem head capital management lp | 15.56M | 5.73% | 3.92M |
| Norges bank | 3.51M | 0.01% | 3.51M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Warburg pincus | - | - | -19.10M |
| Gtcr | - | - | -12.74M |
| Tpg gp a | - | - | -6.79M |
| Wells fargo & company/mn | 52.05K | 0.00% | -3.95M |
| Maverick capital | - | - | -3.50M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.51M | 0.01% | 3.51M | $62.35M |
| Sixth street partners management company | 2.80M | 0.01% | 2.80M | $49.76M |
| Dendur capital lp | 2.77M | 2.58% | 2.77M | $49.17M |
| Van lanschot kempen investment management | 1.40M | 0.19% | 1.40M | $24.92M |
| O'keefe stevens advisory | 800.40K | 2.91% | 800.40K | $14.21M |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Advisornet financial | -3.00 |
| Claris advisors, llc / mo / | -8.00 |
| Tortoise investment management | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 315 | 5.70% | 297,197,106 | 7.84% | 104 | 1.11% | 221 | 6.25% | 66 | 11.86% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9.11M | 3.19% | 280.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 8.65M | 3.03% | 30.94K |
| Vanguard Morn Total Stk Mkt Idx Investor | 8.62M | 3.02% | -18.52K |
| Vanguard Total Stock Mkt Idx Inv | 8.62M | 3.02% | -18.52K |
| Vanguard Small Cap Index | 6.23M | 2.18% | 12.76K |
| Janus Henderson Opportunistic Alpha MA | 5.85M | 2.05% | 5.85M |
| Janus Henderson US Opportunistic Alpha | 5.85M | 2.05% | 1.00M |
| Vanguard US Total Market Shares ETF | 4.94M | 1.74% | 885.73K |
| Janus Henderson Contrarian D | 4.85M | 1.70% | - |
| Vanguard MStar Small Cap Growth Indx Inv | 3.61M | 1.26% | 18.46K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Petras Michael B. Jr. | Executive Chairman | Sell | $5.45M |
| Aug 17, 2026 | Petras Michael B. Jr. | Executive Chairman | Sell | $15.73M |
| Aug 07, 2026 | Rutz Michael P | President of Sterigenics | Sell | $2.83M |
| May 13, 2026 | WARBURG PINCUS & CO. | Sell | $289.75M | |
| May 13, 2026 | GTCR INVESTMENT XI LLC | Sell | $193.17M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 3 |
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