SOTERA HEALTH CO SHC
COM · Common Stock · CUSIP 83601L102 · ISIN US83601L1026
- SectorHealth care
- IndustryServices-Misc Health & Allied Services, NEC
- HeadquartersBroadview Heights, OH
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.9m this quarter). Holder counts are more reliable. Shares outstanding: 285.4m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $17.87.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 185 |
| Q4 2022 | 173 |
| Q1 2023 | 185 |
| Q2 2023 | 179 |
| Q3 2023 | 172 |
| Q4 2023 | 181 |
| Q1 2024 | 198 |
| Q2 2024 | 206 |
| Q3 2024 | 211 |
| Q4 2024 | 217 |
| Q1 2025 | 208 |
| Q2 2025 | 226 |
| Q3 2025 | 245 |
| Q4 2025 | 286 |
| Q1 2026 | 300 |
| Q2 2026 | 321 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 132 | 72 |
| Q4 2024 | 116 | 90 |
| Q1 2025 | 89 | 111 |
| Q2 2025 | 150 | 80 |
| Q3 2025 | 163 | 77 |
| Q4 2025 | 214 | 73 |
| Q1 2026 | 199 | 99 |
| Q2 2026 | 217 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $547.4k | $555.3k | 1.01 |
| Q4 2025 | $239.9k | $527.4k | 2.20 |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| FMR LLC | Added | +6.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +4.0m |
| Sessa Capital IM, L.P. | Added | +4.0m |
| Sachem Head Capital Management LP | Added | +3.9m |
| BlackRock, Inc. | Added | +3.3m |
| DENDUR CAPITAL LP | New | +2.8m |
| Ancora Advisors LLC | New | +2.7m |
| Sculptor Capital LP | Added | +2.3m |
| ION Fund Management Ltd | Added | +2.2m |
| DME Capital Management, LP | Added | +2.1m |
Biggest sellers
| WARBURG PINCUS LLC | Sold out | -19.1m |
| GTCR LLC | Sold out | -12.7m |
| WELLS FARGO & COMPANY/MN | Reduced | -4.0m |
| Point72 Asset Management, L.P. | Sold out | -1.6m |
| SG Americas Securities, LLC | Reduced | -701.9k |
| Bridgewater Associates, LP | Reduced | -676.2k |
| DANSKE BANK A/S | Sold out | -581.1k |
| FIRST TRUST ADVISORS LP | Reduced | -560.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -549.9k |
| Militia Capital Management LLC | Reduced | -541.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Sessa Capital IM, L.P. 13G · institution filed 2026-08-14 | 9.5% |
| Darsana Capital Partners LP 13G · passive investor filed 2025-11-14 | 8.8% |
| Sculptor Capital LP 13G · passive investor +1.0 pts · filed 2026-08-14 | 8.4% |
| BlackRock, Inc. 13G · institution +2.2 pts · filed 2026-07-30 | 8.4% |
| Sessa Capital (Master), L.P. 13G · passive investor new · filed 2026-02-17 | 7.2% |
Fell to 5% or below in the last year: Sachem Head Capital Management LP (0.0%, 2026-10-09), WARBURG PINCUS & CO. (0.0%, 2026-05-15), GTCR INVESTMENT XI LLC (0.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 3 | $304.3m | — |
| Q4 2025 | 0 | — | 3 | $746.4m | — |
| Q1 2026 | 0 | — | 2 | $381.8m | — |
| Q2 2026 | 0 | — | 2 | $483.0m | — |
| Q3 2026 | 0 | — | 2 | $24.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-17 | Petras Michael B. Jr. Executive Chairman, director | Sold | $15.7m850.0k shares |
| 2026-08-17 | Petras Michael B. Jr. Executive Chairman, director | Sold | $5.4m294.5k shares |
| 2026-08-07 | Rutz Michael P President of Sterigenics | Sold | $2.8m150.0k shares |
| 2026-05-13 | WARBURG PINCUS & CO. +9 Director · See Footnote | Sold | $289.8m19.1m shares |
| 2026-05-13 | WARBURG PINCUS & CO. +7 Director · See Footnote | Sold | $289.8m19.1m shares |
| 2026-05-13 | GTCR CO-INVEST XI LP +4 Director · See Footnote | Sold | $193.2m12.7m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Sessa Capital IM, L.P. 8.30% of their portfolio | 27.1m $480.1m | Added +4.0m |
| Darsana Capital Partners LP 2.15% of their portfolio | 27.0m $479.2m | Added +1.0m |
| BlackRock, Inc. 0.01% of their portfolio | 24.1m $428.6m | Added +3.3m |
| Sculptor Capital LP 4.41% of their portfolio | 24.0m $426.0m | Added +2.3m |
| Sachem Head Capital Management LP 5.73% of their portfolio | 15.6m $276.2m | Added +3.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 12.2m $216.0m | Added +1.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 11.9m $212.0m | Added +1.3m |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 10.7m $186.4m | Added +4.0m |
| T. Rowe Price Investment Management, Inc. 0.12% of their portfolio | 10.5m $186.7m | Added +1.4m |
| Jupiter Topco LLC 0.06% of their portfolio | 8.4m $149.1m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 8.3m $147.8m | Added +1.3m |
| FMR LLC 0.00% of their portfolio | 6.2m $109.6m | Added +6.1m |
| Two Seas Capital LP 3.95% of their portfolio | 5.8m $103.6m | Reduced -187.3k |
| Voss Capital, LP 5.17% of their portfolio | 5.8m $103.4m | Added +953.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 5.8m $102.9m | Added +281.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.2m $92.7m | Added +580.1k |
| Irenic Capital Management LP 6.57% of their portfolio | 5.1m $91.3m | Added +782.5k |
| DME Capital Management, LP 1.88% of their portfolio | 4.1m $73.4m | Added +2.1m |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.66% of their portfolio | 4.0m $70.6m | Reduced -125.0k |
| NORGES BANK 0.01% of their portfolio | 3.5m $62.3m | Not comparable |
| ION Fund Management Ltd 7.02% of their portfolio | 3.3m $59.3m | Added +2.2m |
| MORGAN STANLEY 0.00% of their portfolio | 3.1m $54.6m | Added +1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.8m $49.8m | Added +310.2k |
| DENDUR CAPITAL LP 2.88% of their portfolio | 2.8m $49.2m | New |
| Ancora Advisors LLC 0.92% of their portfolio | 2.7m $47.6m | New |
| Gotham Asset Management, LLC 0.09% of their portfolio | 2.2m $39.2m | Added +1.1m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.1m $38.1m | Added +369.1k |
| Wellspring Financial Advisors, LLC 0.35% of their portfolio | 2.1m $5.3m | Added +130.2k |
| Ananym Capital Management, LP 12.96% of their portfolio | 2.0m $36.0m | Added +282.4k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 2.0m $35.6m | Added +1.3m |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.9m $34.3m | Added +1.6m |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.8m $31.3m | Reduced -72.7k |
| Woodline Partners LP 0.09% of their portfolio | 1.7m $30.7m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.7m $30.1m | Added +237.5k |
| Inherent Management Corp. 11.44% of their portfolio | 1.7m $29.5m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.5m $27.4m | Added +140.7k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.19% of their portfolio | 1.4m $24.9m | New |
| UBS Group AG 0.00% of their portfolio | 1.3m $23.5m | Added +961.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $22.9m | Reduced -2.0k |
| HRT FINANCIAL LP 0.05% of their portfolio | 1.1m $19.7m | Added +972.3k |
| Bronte Capital Management Pty Ltd. 10.36% of their portfolio | 1.0m $92.0m | Reduced -68.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.09% of their portfolio | 988.5k $17.5m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 985.1k $17.5m | Added +140.0k |
| O'Keefe Stevens Advisory, Inc. 2.91% of their portfolio | 800.4k $14.2m | New |
| Onex Canada Asset Management Inc. 1.99% of their portfolio | 729.2k $12.9m | Added +14.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 684.8k $12.2m | Reduced -251.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 660.2k $11.7m | Added +101.8k |
| Weiss Asset Management LP 0.13% of their portfolio | 651.5k $11.6m | Not comparable |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 648.6k $11.6m | Added +365.6k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.20% of their portfolio | 617.8k $11.0m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 602.5k $10.7m | Added +82.3k |
| Kerrisdale Advisers, LLC 2.66% of their portfolio | 599.2k $10.6m | Reduced -8.4k |
| Invesco Ltd. 0.00% of their portfolio | 597.7k $10.6m | Added +7.7k |
| Ararat Capital Management LP 4.91% of their portfolio | 590.4k $10.5m | New |
| Swiss National Bank 0.01% of their portfolio | 557.9k $9.9m | Added +137.9k |
| BECK MACK & OLIVER LLC 0.19% of their portfolio | 552.5k $9.8m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 486.3k $7.0m | Added +98.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 470.8k $8.4m | Added +33.2k |
| Nuveen, LLC 0.00% of their portfolio | 445.6k $7.9m | Reduced -9.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 434.9k $7.7m | Added +183.0k |
| Mariner, LLC 0.01% of their portfolio | 388.5k $6.9m | Added +159.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 379.9k $6.7m | Added +367.8k |
| AYAL Capital Advisors Ltd 3.29% of their portfolio | 362.0k $6.4m | Added +182.0k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 361.3k $6.4m | Reduced -66.6k |
| Legal & General Group Plc 0.00% of their portfolio | 351.9k $6.2m | Added +35.0k |
| CADIAN CAPITAL MANAGEMENT, LP 0.47% of their portfolio | 350.0k $6.2m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 344.5k $6.1m | Reduced -560.1k |
| Jain Global LLC 0.07% of their portfolio | 321.5k $5.7m | Added +274.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 319.8k $5.7m | Added +71.1k |
| Gem Investment Advisors, LLC 3.42% of their portfolio | 314.0k $5.6m | Reduced -13.0k |
| SaddleRock Capital Management LLC 5.25% of their portfolio | 306.6k $5.4m | New |
| Heights Point Management, LP 4.16% of their portfolio | 294.9k $5.2m | New |
| Broyhill Asset Management, LLC 4.59% of their portfolio | 291.1k $5.2m | Added +9.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 277.3k $4.9m | Added +236.2k |
| Retirement Systems of Alabama 0.01% of their portfolio | 274.3k $4.9m | Reduced -11.3k |
| Militia Capital Management LLC 0.86% of their portfolio | 270.0k $4.8m | Reduced -541.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 261.4k $4.6m | Added +48.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 247.0k $4.4m | Added +50.8k |
| Cerity Partners LLC 0.01% of their portfolio | 239.0k $4.2m | Added +98.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 236.9k $4.2m | Reduced -549.9k |
| TD Asset Management Inc 0.00% of their portfolio | 234.6k $4.2m | Added +65.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 228.8k $4.0m | Reduced -17.1k |
| MOORE CAPITAL MANAGEMENT, LP 0.09% of their portfolio | 213.9k $3.8m | Reduced -38.5k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.27% of their portfolio | 208.4k $3.7m | Added +99.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 205.9k $3.7m | Added +155.0k |
| Phocas Financial Corp. 0.51% of their portfolio | 205.7k $3.7m | Reduced -11.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 204.7k $3.6m | Added +12.6k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 202.9k $2.9m | Unchanged |
| Verition Fund Management LLC 0.02% of their portfolio | 200.0k $3.5m | Reduced -225.5k |
| BARCLAYS PLC 0.00% of their portfolio | 195.9k $3.5m | Added +66.2k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.23% of their portfolio | 190.9k $3.4m | Reduced -124.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 190.2k $3.4m | Added +23.2k |
| BRANDES INVESTMENT PARTNERS, LP 0.02% of their portfolio | 189.0k $3.4m | Added +20.7k |
| ELWOOD CAPITAL PARTNERS LP 2.43% of their portfolio | 187.5k $3.3m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 180.8k $3.2m | Reduced -16.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 177.6k $3.2m | Reduced -701.9k |
| Creative Planning 0.00% of their portfolio | 174.5k $3.1m | Added +72.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 170.4k $3.0m | Added +80.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 151.6k $2.7m | Added +37.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 150.6k $2.7m | Added +11.0k |