Sotera Health Ownership | Who Owns Sotera Health?


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Sotera Health Ownership Summary


Sotera Health is owned by 95.64% institutional investors, 2.50% insiders, and 1.86% retail investors. Warburg pincus is the largest institutional shareholder, holding 26.00% 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


TypeName% Inst% Insiders% Retail
StockSotera Health95.64%2.50%1.86%
SectorHealthcare Stocks 486.50%11.08%-397.59%
IndustryDiagnostics & Research Stocks56.55%10.64%32.81%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Warburg pincus73.82M26.00%$820.91M
Gtcr49.22M17.33%$547.27M
Darsana capital partners lp20.01M7.05%$222.51M
Vanguard group14.92M5.27%$204.15M
Blackrock funding, inc. /de13.72M4.83%$152.56M
Blackrock11.43M4.05%$135.66M
Sculptor capital lp11.50M4.05%$127.88M
T. rowe price investment management9.05M3.19%$100.67M
Sachem head capital management lp7.91M2.79%$87.96M
Janus henderson group7.78M2.75%$106.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Warburg pincus73.82M69.69%$820.91M
Gtcr49.22M58.41%$547.27M
Ananym capital management, lp1.41M6.72%$15.67M
Darsana capital partners lp20.01M6.35%$222.51M
Irenic capital management lp3.71M6.09%$41.28M
Mig capital5.28M6.06%$58.74M
Kerrisdale advisers795.31K4.61%$8.84M
Inherent group, lp281.25K2.94%$3.34M
Sachem head capital management lp7.91M2.75%$87.96M
Lakewood capital management, lp3.06M2.54%$34.06M

Top Buyers

HolderShares% AssetsChange
Sculptor capital lp11.50M1.81%2.46M
D. e. shaw2.62M0.03%1.53M
Ubs group1.47M0.00%1.23M
T. rowe price investment management9.05M0.06%1.01M
Norges bank933.07K0.00%933.07K

Top Sellers

HolderShares% AssetsChange
Tpg gp a---6.79M
Janus henderson group7.78M0.05%-4.89M
Maverick capital---3.50M
Hawk ridge capital management lp---1.88M
Arrowmark colorado---1.87M

New Positions

HolderShares% AssetsChangeValue
Norges bank933.07K0.00%933.07K$12.76M
Nexpoint asset management300.63K0.31%300.63K$3.34M
Point72 asset management180.37K0.00%180.37K$2.01M
Ghisallo capital management141.38K0.04%141.38K$1.57M
Summit trail advisors139.74K0.03%139.74K$1.55M

Sold Out

HolderChange
Toronto dominion bank-1.00
Advisornet financial-3.00
Northwestern mutual wealth management-7.00
Claris advisors, llc / mo /-8.00
Creekmur asset management-16.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20252216.76%271,539,8420.76%951.06%15063.04%48-36.00%
Mar 31, 2025206-5.94%269,409,7321.98%951.09%91-28.91%7531.58%
Dec 31, 2024205-3.30%256,478,727-3.04%901.04%120-9.77%5317.78%
Sep 30, 2024209-264,313,0980.52%931.08%13113.91%44-30.16%
Jun 30, 20242082.46%262,948,0370.89%931.08%114-9.52%6340.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Janus Henderson Opportunistic Alpha MA7.73M2.73%7.73M
iShares Core S&P Mid-Cap ETF5.00M1.76%-8.96K
Vanguard Total Stock Mkt Idx Inv4.96M1.74%-105.44K
Vanguard US Total Market Shares ETF4.94M1.74%885.73K
Vanguard Small Cap Index3.79M1.33%-24.59K
Janus Henderson US Opportunistic Alpha3.40M1.20%-515.90K
Janus Henderson Contrarian D3.40M1.20%-
T. Rowe Price Small-Cap Stock2.66M0.94%-3.11K
T. Rowe Price US Small-Cap Core Equity2.66M0.94%310.08K
Janus Henderson US SMID Cap Growth2.35M0.83%-

Recent Insider Transactions


DateNameRoleActivityValue
Sep 06, 2024WARBURG PINCUS & CO. Sell$225.45M
Sep 06, 2024GTCR INVESTMENT XI LLC Sell$150.30M
Mar 04, 2024WARBURG PINCUS & CO. Sell$237.42M
Mar 04, 2024GTCR INVESTMENT XI LLC Sell$158.28M
Mar 04, 2024Klee Ann R.-Sell$82.27K

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3-2

SHC Ownership FAQ


Who Owns Sotera Health?

Sotera Health shareholders are primarily institutional investors at 95.64%, followed by 2.50% insiders and 1.86% retail investors. The average institutional ownership in Sotera Health's industry, Diagnostics & Research Stocks, is 56.55%, which Sotera Health exceeds.

Who owns the most shares of Sotera Health?

Sotera Health’s largest shareholders are Warburg pincus (73.82M shares, 26.00%), Gtcr (49.22M shares, 17.33%), and Darsana capital partners lp (20.01M shares, 7.05%). Together, they hold 50.38% of Sotera Health’s total shares outstanding.

Does Blackrock own Sotera Health?

Yes, BlackRock owns 4.05% of Sotera Health, totaling 11.43M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 135.66M$. In the last quarter, BlackRock decreased its holdings by -230K shares, a -1.97% change.

Who is Sotera Health’s biggest shareholder by percentage of total assets invested?

Warburg pincus is Sotera Health’s biggest shareholder by percentage of total assets invested, with 69.69% of its assets in 73.82M Sotera Health shares, valued at 820.91M$.

Who is the top mutual fund holder of Sotera Health shares?

Janus Henderson Opportunistic Alpha MA is the top mutual fund holder of Sotera Health shares, with 2.73% of its total shares outstanding invested in 7.73M Sotera Health shares.

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