SOTERA HEALTH CO (SHC)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
296
Reporting holders
$5.0B
Reported value
100.0%
Of shares outstanding
0.0%
Held as options
+20
Holder change
Institutions report 285,494,281 shares against 285,374,795 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sessa Capital IM, L.P. | $480.1M | 27,050,000 | 8.03% | 10q | +17.4%+$71.0M |
| Darsana Capital Partners LP | $479.2M | 27,000,000 | 2.15% | 9q | +3.8%+$17.8M |
| BlackRock, Inc. | $428.6M | 24,148,424 | 0.01% | 8q | +15.8%+$58.6M |
| Sculptor Capital LP | $426.0M | 24,000,000 | 3.47% | 7q | +10.5%+$40.5M |
| Sachem Head Capital Management LP | $276.2M | 15,560,000 | 5.73% | 10q | +33.6%+$69.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $216.0M | 12,170,699 | 0.00% | 2q | +13.4%+$25.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $212.0M | 11,946,341 | 0.01% | 2q | +12.6%+$23.7M |
| AQR CAPITAL MANAGEMENT LLC | $186.4M | 10,734,313 | 0.06% | 16q | +59.7%+$69.7M |
| Jupiter Topco LLC | $149.1M | 8,402,106 | 0.06% | new | FIRST |
| STATE STREET CORP | $147.8M | 8,324,321 | 0.00% | 22q | +18.6%+$23.1M |
| FMR LLC | $109.6M | 6,173,320 | 0.00% | 18q | +21490.3%+$109.1M |
| Two Seas Capital LP | $103.6M | 5,836,053 | 2.05% | 10q | -3.1%-$3.3M |
| Voss Capital, LP | $103.4M | 5,825,000 | 4.80% | 9q | +19.6%+$16.9M |
| DIMENSIONAL FUND ADVISORS LP | $102.9M | 5,799,870 | 0.02% | 22q | +5.1%+$5.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $92.7M | 5,219,965 | 0.00% | 23q | +12.5%+$10.3M |
| Irenic Capital Management LP | $91.3M | 5,141,822 | 4.38% | 15q | +17.9%+$13.9M |
| DME Capital Management, LP | $73.4M | 4,135,515 | 1.88% | 5q | +100.2%+$36.7M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $70.6M | 3,979,581 | 3.64% | 10q | -3.0%-$2.2M |
| NORGES BANK | $62.3M | 3,512,499 | 0.01% | 19q | +36.8%+$16.8M |
| ION Fund Management Ltd | $59.3M | 3,343,648 | 3.76% | 3q | +180.2%+$38.2M |
| MORGAN STANLEY | $54.6M | 3,075,334 | 0.00% | 23q | +49.1%+$18.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.8M | 2,803,452 | 0.01% | 22q | +12.4%+$5.5M |
| Sixth Street Partners Management Company, L.P. | $49.8M | 2,803,452 | 0.01% | new | NEW |
| DENDUR CAPITAL LP | $49.2M | 2,770,000 | 2.58% | new | NEW |
| Ancora Advisors LLC | $47.6M | 2,683,637 | 0.92% | new | NEW |
| Gotham Asset Management, LLC | $39.2M | 2,206,457 | 0.09% | 15q | +92.4%+$18.8M |
| NORTHERN TRUST CORP | $38.1M | 2,144,388 | 0.00% | 23q | +20.8%+$6.6M |
| Ananym Capital Management, LP | $36.0M | 2,029,809 | 12.96% | 7q | +16.2%+$5.0M |
| CITADEL ADVISORS LLC | $35.6M | 2,005,163 | 0.00% | 20q | +190.0%+$23.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $35.1M | 1,977,016 | 0.08% | 3q | +100.0%+$17.5M |
| MILLENNIUM MANAGEMENT LLC | $34.3M | 1,932,584 | 0.01% | 6q | +506.2%+$28.6M |
| JENNISON ASSOCIATES LLC | $31.3M | 1,764,049 | 0.02% | 3q | -4.0%-$1.3M |
| Woodline Partners LP | $30.7M | 1,730,807 | 0.09% | 4q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $30.1M | 1,692,961 | 0.01% | 2q | +16.3%+$4.2M |
| Inherent Management Corp. | $29.5M | 1,660,128 | 11.44% | 7q | HELD |
| Bank of New York Mellon Corp | $27.4M | 1,544,672 | 0.00% | 22q | +10.0%+$2.5M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $24.9M | 1,403,962 | 0.19% | new | NEW |
| UBS Group AG | $23.5M | 1,321,766 | 0.00% | 23q | +267.3%+$17.1M |
| BANK OF AMERICA CORP /DE/ | $22.9M | 1,287,668 | 0.00% | 23q | HELD |
| TUDOR INVESTMENT CORP ET AL | $17.5M | 985,120 | 0.02% | 13q | +16.6%+$2.5M |
| O'Keefe Stevens Advisory, Inc. | $14.2M | 800,396 | 2.91% | new | NEW |
| Onex Canada Asset Management Inc. | $12.9M | 729,212 | 1.99% | 6q | +2.0%+$249.4K |
| GOLDMAN SACHS GROUP INC | $12.2M | 684,779 | 0.00% | 23q | -26.9%-$4.5M |
| RHUMBLINE ADVISERS | $11.7M | 660,238 | 0.01% | 22q | +18.2%+$1.8M |
| Weiss Asset Management LP | $11.6M | 651,539 | 0.12% | new | NEW |
| JPMORGAN CHASE & CO | $11.6M | 648,606 | 0.00% | 23q | +129.2%+$6.5M |
| PRINCIPAL FINANCIAL GROUP INC | $10.7M | 602,481 | 0.01% | 21q | +15.8%+$1.5M |
| Kerrisdale Advisers, LLC | $10.6M | 599,249 | 2.66% | 13q | -1.4%-$149.8K |
| Invesco Ltd. | $10.6M | 597,700 | 0.00% | 22q | +1.3%+$137.3K |
| Ararat Capital Management LP | $10.5M | 590,362 | 4.91% | new | NEW |
| Broyhill Asset Management, LLC | $10.3M | 582,256 | 4.59% | 4q | +106.8%+$5.3M |
| Swiss National Bank | $9.9M | 557,900 | 0.01% | 21q | +32.8%+$2.4M |
| BECK MACK & OLIVER LLC | $9.8M | 552,450 | 0.19% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.4M | 470,803 | 0.00% | 22q | +7.6%+$589.7K |
| Nuveen, LLC | $7.9M | 445,566 | 0.00% | 6q | -2.1%-$169.7K |
| AMERICAN CENTURY COMPANIES INC | $7.7M | 434,862 | 0.00% | 15q | +72.7%+$3.2M |
| Verition Fund Management LLC | $7.1M | 400,000 | 0.02% | 2q | -6.0%-$452.6K |
| ALLIANCEBERNSTEIN L.P. | $7.0M | 486,261 | 0.00% | 22q | +25.3%+$1.4M |
| Mariner, LLC | $6.9M | 388,522 | 0.01% | 3q | +69.4%+$2.8M |
| DEUTSCHE BANK AG\ | $6.7M | 379,908 | 0.00% | 22q | +3027.8%+$6.5M |
| AYAL Capital Advisors Ltd | $6.4M | 362,000 | 1.74% | 2q | +101.1%+$3.2M |
| ALGERT GLOBAL LLC | $6.4M | 361,280 | 0.08% | 4q | -57.8%-$8.8M |
| Legal & General Group Plc | $6.2M | 351,867 | 0.00% | 23q | +11.1%+$621.9K |
| CADIAN CAPITAL MANAGEMENT, LP | $6.2M | 350,000 | 0.47% | new | NEW |
| FIRST TRUST ADVISORS LP | $6.1M | 344,519 | 0.00% | 3q | -61.9%-$9.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $6.0M | 340,833 | 0.00% | 4q | +279.3%+$4.5M |
| Jain Global LLC | $5.7M | 321,452 | 0.02% | 3q | +590.9%+$4.9M |
| Gem Investment Advisors, LLC | $5.6M | 314,015 | 3.42% | 3q | -4.0%-$230.7K |
| SaddleRock Capital Management LLC | $5.4M | 306,553 | 5.25% | new | NEW |
| Wellspring Financial Advisors, LLC | $5.3M | 2,061,790 | 0.35% | 4q | +6.7%+$336.3K |
| Heights Point Management, LP | $5.2M | 294,879 | 4.16% | new | NEW |
| STIFEL FINANCIAL CORP | $4.9M | 277,341 | 0.00% | 5q | +573.6%+$4.2M |
| Retirement Systems of Alabama | $4.9M | 274,298 | 0.01% | 17q | -4.0%-$200.5K |
| Militia Capital Management LLC | $4.8M | 270,000 | 0.14% | 2q | -50.1%-$4.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.4M | 246,961 | 0.00% | 2q | +25.9%+$901.8K |
| Cerity Partners LLC | $4.2M | 238,990 | 0.01% | 3q | +69.8%+$1.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.2M | 236,896 | 0.00% | 2q | -69.9%-$9.8M |
| TD Asset Management Inc | $4.2M | 234,566 | 0.00% | 13q | +38.9%+$1.2M |
| NORDEA INVESTMENT MANAGEMENT AB | $4.0M | 228,841 | 0.00% | 3q | -6.9%-$297.7K |
| MOORE CAPITAL MANAGEMENT, LP | $3.8M | 213,946 | 0.06% | 3q | -15.2%-$683.3K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.7M | 208,430 | 0.27% | 4q | +91.9%+$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 205,943 | 0.00% | 2q | +304.1%+$2.8M |
| Phocas Financial Corp. | $3.7M | 205,662 | 0.51% | 9q | -5.1%-$194.8K |
| AMERIPRISE FINANCIAL INC | $3.6M | 204,706 | 0.00% | 23q | -46.7%-$3.2M |
| BARCLAYS PLC | $3.5M | 195,857 | 0.00% | 18q | +51.1%+$1.2M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $3.4M | 190,916 | 0.23% | 5q | -39.5%-$2.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.4M | 190,197 | 0.00% | 17q | +13.9%+$412.5K |
| BRANDES INVESTMENT PARTNERS, LP | $3.4M | 188,969 | 0.02% | 10q | +12.3%+$368.2K |
| ELWOOD CAPITAL PARTNERS LP | $3.3M | 187,500 | 1.64% | new | NEW |
| Quantinno Capital Management LP | $3.2M | 180,841 | 0.00% | 9q | -8.4%-$293.4K |
| Creative Planning | $3.1M | 174,505 | 0.00% | 10q | +71.8%+$1.3M |
| Allianz Asset Management GmbH | $2.9M | 202,882 | 0.00% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $2.7M | 151,600 | 0.00% | 3q | +32.9%+$665.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.7M | 150,645 | 0.00% | 22q | +7.9%+$195.3K |
| VOYA INVESTMENT MANAGEMENT LLC | $2.7M | 149,839 | 0.00% | 22q | +72.0%+$1.1M |
| Louisiana State Employees Retirement System | $2.3M | 145,100 | 0.02% | 17q | +115.0%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 146,776 | 0.00% | 3q | +71.0%+$973.0K |
| CITIGROUP INC | $2.3M | 128,909 | 0.00% | 23q | +11.8%+$240.7K |
| MetLife Investment Management, LLC | $2.3M | 127,917 | 0.01% | 18q | +10.4%+$213.6K |
| Police & Firemen's Retirement System of New Jersey | $2.3M | 127,368 | 0.02% | 7q | +16.3%+$317.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Sessa Capital IM, L.P.with 1 co-filers | 9.5% |
| 2026-08-14 | 13G/A | Sculptor Capital LPwith 5 co-filers | 8.4% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 8.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 296 | $5.0B | 285,494,281 | 53 | 150 | 65 | 0.0% |
| Q1 2026 | 276 | $3.8B | 269,470,645 | 50 | 132 | 55 | 0.0% |
| Q4 2025 | 263 | $4.5B | 255,375,247 | 68 | 130 | 33 | 0.0% |
| Q3 2025 | 219 | $4.0B | 254,434,484 | 46 | 96 | 47 | 0.0% |
| Q2 2025 | 199 | $2.9B | 261,602,095 | 43 | 90 | 43 | 0.0% |
| Q1 2025 | 185 | $3.1B | 261,728,753 | 21 | 52 | 68 | 0.0% |
| Q4 2024 | 198 | $3.5B | 254,458,949 | 27 | 72 | 48 | 0.0% |
| Q3 2024 | 189 | $4.2B | 253,343,085 | 29 | 86 | 41 | 0.1% |
| Q2 2024 | 183 | $3.0B | 253,763,645 | 33 | 63 | 56 | 0.0% |
| Q1 2024 | 179 | $3.1B | 258,847,087 | 34 | 83 | 36 | 0.1% |
| Q4 2023 | 161 | $4.2B | 250,824,047 | 17 | 49 | 57 | 0.2% |
| Q3 2023 | 151 | $3.7B | 249,164,066 | 15 | 40 | 66 | 0.1% |
| Q2 2023 | 157 | $4.7B | 250,253,505 | 18 | 55 | 58 | 0.3% |
| Q1 2023 | 160 | $4.4B | 249,191,945 | 36 | 45 | 62 | 0.5% |
| Q4 2022 | 136 | $2.0B | 243,853,171 | 35 | 51 | 32 | 0.1% |
| Q3 2022 | 178 | $1.7B | 247,374,027 | 50 | 59 | 45 | 0.1% |
| Q2 2022 | 169 | $4.9B | 249,675,660 | 45 | 53 | 50 | 0.1% |
| Q1 2022 | 144 | $5.4B | 247,259,510 | 23 | 58 | 42 | 0.0% |
| Q4 2021 | 145 | $5.8B | 247,122,580 | 20 | 58 | 43 | 0.1% |
| Q3 2021 | 143 | $6.4B | 244,934,843 | 33 | 65 | 31 | 0.1% |
| Q2 2021 | 132 | $6.0B | 245,488,123 | 37 | 48 | 33 | 0.1% |
| Q1 2021 | 132 | $6.2B | 247,870,544 | 57 | 47 | 19 | 0.0% |
| Q4 2020 | 90 | $7.6B | 303,166,348 | 88 | 0 | 0 | 0.0% |