Sotera Health Ownership | Who Owns Sotera Health?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Sotera Health | 95.64% | 2.50% | 1.86% |
Sector | Healthcare Stocks | 486.50% | 11.08% | -397.59% |
Industry | Diagnostics & Research Stocks | 56.55% | 10.64% | 32.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Warburg pincus | 73.82M | 26.00% | $820.91M |
Gtcr | 49.22M | 17.33% | $547.27M |
Darsana capital partners lp | 20.01M | 7.05% | $222.51M |
Vanguard group | 14.92M | 5.27% | $204.15M |
Blackrock funding, inc. /de | 13.72M | 4.83% | $152.56M |
Blackrock | 11.43M | 4.05% | $135.66M |
Sculptor capital lp | 11.50M | 4.05% | $127.88M |
T. rowe price investment management | 9.05M | 3.19% | $100.67M |
Sachem head capital management lp | 7.91M | 2.79% | $87.96M |
Janus henderson group | 7.78M | 2.75% | $106.46M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Warburg pincus | 73.82M | 69.69% | $820.91M |
Gtcr | 49.22M | 58.41% | $547.27M |
Ananym capital management, lp | 1.41M | 6.72% | $15.67M |
Darsana capital partners lp | 20.01M | 6.35% | $222.51M |
Irenic capital management lp | 3.71M | 6.09% | $41.28M |
Mig capital | 5.28M | 6.06% | $58.74M |
Kerrisdale advisers | 795.31K | 4.61% | $8.84M |
Inherent group, lp | 281.25K | 2.94% | $3.34M |
Sachem head capital management lp | 7.91M | 2.75% | $87.96M |
Lakewood capital management, lp | 3.06M | 2.54% | $34.06M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Sculptor capital lp | 11.50M | 1.81% | 2.46M |
D. e. shaw | 2.62M | 0.03% | 1.53M |
Ubs group | 1.47M | 0.00% | 1.23M |
T. rowe price investment management | 9.05M | 0.06% | 1.01M |
Norges bank | 933.07K | 0.00% | 933.07K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Tpg gp a | - | - | -6.79M |
Janus henderson group | 7.78M | 0.05% | -4.89M |
Maverick capital | - | - | -3.50M |
Hawk ridge capital management lp | - | - | -1.88M |
Arrowmark colorado | - | - | -1.87M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 933.07K | 0.00% | 933.07K | $12.76M |
Nexpoint asset management | 300.63K | 0.31% | 300.63K | $3.34M |
Point72 asset management | 180.37K | 0.00% | 180.37K | $2.01M |
Ghisallo capital management | 141.38K | 0.04% | 141.38K | $1.57M |
Summit trail advisors | 139.74K | 0.03% | 139.74K | $1.55M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2024 | 208 | 2.46% | 262,948,037 | 0.89% | 93 | 1.08% | 114 | -9.52% | 63 | 40.00% |
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 | 5.00M | 1.76% | -8.96K |
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 Small-Cap Stock | 2.66M | 0.94% | -3.11K |
T. Rowe Price US Small-Cap Core Equity | 2.66M | 0.94% | 310.08K |
Janus Henderson US SMID Cap Growth | 2.35M | 0.83% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 06, 2024 | WARBURG PINCUS & CO. | Sell | $225.45M | |
Sep 06, 2024 | GTCR INVESTMENT XI LLC | Sell | $150.30M | |
Mar 04, 2024 | WARBURG PINCUS & CO. | Sell | $237.42M | |
Mar 04, 2024 | GTCR INVESTMENT XI LLC | Sell | $158.28M | |
Mar 04, 2024 | Klee Ann R. | - | Sell | $82.27K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | - |
2025 Q2 | - | - |
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 2 |
SHC Ownership FAQ
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