Sotera Health Ownership | Who Owns Sotera Health?
Sotera Health Ownership Summary
Sotera Health is owned by 8.72% institutional investors, 2.34% insiders, and 88.93% 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 | 8.72% | 2.34% | 88.93% |
| Sector | Healthcare Stocks | 232.52% | 10.72% | -143.24% |
| Industry | Diagnostics & Research Stocks | 35.38% | 11.00% | 53.62% |
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 | 19.23M | 6.77% | $339.19M |
| Blackrock funding, inc. /de | 18.08M | 6.36% | $318.92M |
| 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 |
| Blackrock funding, inc. /de | 18.08M | 0.01% | 2.87M |
| Vanguard group | 19.23M | 0.00% | 2.76M |
| Norges bank | 2.57M | 0.00% | 2.57M |
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 | 2.57M | 0.00% | 2.57M | $45.28M |
| Jennison associates | 1.40M | 0.01% | 1.40M | $24.72M |
| Woodline partners lp | 530.72K | 0.04% | 530.72K | $8.35M |
| Capricorn fund managers | 449.90K | 1.91% | 449.90K | $7.94M |
| Exchange traded concepts | 438.71K | 0.06% | 438.71K | $7.74M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 205 | -3.30% | 256,478,727 | -3.04% | 90 | 1.04% | 120 | -9.77% | 53 | 17.78% |
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 | - | - |
SHC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools