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 ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 284.0m as of 2025-07-29, 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 ≈ $11.54. Options: 4 managers hold calls ($606.0k notional), 1 hold puts ($0).
Trends to Q2 2025
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 |
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 2023 | 70 | 101 |
| Q4 2023 | 84 | 85 |
| Q1 2024 | 125 | 63 |
| Q2 2024 | 110 | 94 |
| Q3 2024 | 132 | 72 |
| Q4 2024 | 116 | 90 |
| Q1 2025 | 89 | 111 |
| Q2 2025 | 150 | 80 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.2m | $1.3m | 1.15 |
| Q4 2024 | $1.2m | $356.4k | 0.31 |
| Q1 2025 | $808.0k | $5.5k | 0.01 |
| Q2 2025 | $606.0k | $0 | 0.00 |
Biggest buyers
| Sculptor Capital LP | Added | +2.5m |
| Point72 (DIFC) Ltd | Added | +1.1m |
| T. Rowe Price Investment Management, Inc. | Added | +1.0m |
| Khrom Capital Management LLC | Added | +988.8k |
| Two Seas Capital LP | Added | +699.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +602.9k |
| Irenic Capital Management LP | Added | +594.8k |
| MORGAN STANLEY | Added | +542.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +500.0k |
| D. E. Shaw & Co., Inc. | Added | +475.2k |
Biggest sellers
| TPG GP A, LLC | Sold out | -6.8m |
| ArrowMark Colorado Holdings LLC | Sold out | -1.9m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -1.1m |
| JANUS HENDERSON GROUP PLC | Reduced | -649.9k |
| Kintayl Capital LP | Sold out | -419.8k |
| NORGES BANK | Reduced | -269.7k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -268.8k |
| Corebridge Financial, Inc. | Sold out | -168.9k |
| MARSHALL WACE, LLP | Sold out | -164.8k |
| AXA S.A. | Sold out | -131.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $463.7k41.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $139.0k12.5k shares |
| GROUP ONE TRADING LLC | Reduced | $3.3k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 5 | $411.4m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $375.8m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| WARBURG PINCUS LLC 69.69% of their portfolio | 73.8m $820.9m | Unchanged |
| GTCR LLC 58.41% of their portfolio | 49.2m $547.3m | Unchanged |
| Darsana Capital Partners LP 6.35% of their portfolio | 20.0m $222.5m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 14.9m $165.8m | Added +13.3k |
| BlackRock, Inc. 0.00% of their portfolio | 13.7m $152.6m | Added +198.7k |
| Sculptor Capital LP 2.07% of their portfolio | 11.5m $127.9m | Added +2.5m |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 9.1m $100.7m | Added +1.0m |
| Sachem Head Capital Management LP 2.75% of their portfolio | 7.9m $88.0m | Unchanged |
| Sessa Capital IM, L.P. 2.13% of their portfolio | 6.3m $70.1m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 6.1m $67.3m | Reduced -649.9k |
| MIG Capital, LLC 6.18% of their portfolio | 5.3m $58.7m | Added +168.4k |
| STATE STREET CORP 0.00% of their portfolio | 4.5m $50.5m | Added +1.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 4.3m $47.4m | Added +602.9k |
| Two Seas Capital LP 4.38% of their portfolio | 4.0m $44.7m | Added +699.7k |
| Irenic Capital Management LP 9.08% of their portfolio | 3.7m $41.3m | Added +594.8k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 3.1m $34.5m | Added +475.2k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 2.59% of their portfolio | 3.1m $34.1m | Added +245.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.9m $32.4m | Added +53.7k |
| MORGAN STANLEY 0.00% of their portfolio | 2.1m $23.4m | Added +542.8k |
| Point72 (DIFC) Ltd 1.53% of their portfolio | 1.7m $19.2m | Added +1.1m |
| Khrom Capital Management LLC 1.93% of their portfolio | 1.6m $17.3m | Added +988.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.5m $16.7m | Added +84.3k |
| UBS Group AG 0.00% of their portfolio | 1.4m $15.7m | Added +54.8k |
| Ananym Capital Management, LP 6.76% of their portfolio | 1.4m $15.7m | Added +116.8k |
| Bronte Capital Management Pty Ltd. 10.27% of their portfolio | 1.3m $130.7m | Added +166.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $14.6m | Added +5.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $11.4m | Reduced -28.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 916.2k $10.2m | Added +262.8k |
| NORGES BANK 0.00% of their portfolio | 863.9k $9.6m | Reduced -269.7k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 813.8k $9.0m | Reduced -93.6k |
| Kerrisdale Advisers, LLC 4.61% of their portfolio | 795.3k $8.8m | Unchanged |
| Voss Capital, LP 0.57% of their portfolio | 750.0k $8.3m | Added +250.0k |
| Inherent Management Corp. 3.37% of their portfolio | 597.3k $6.6m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 532.3k $5.9m | Added +189.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 524.6k $5.8m | Added +500.0k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 424.5k $4.7m | Added +94.3k |
| Onex Canada Asset Management Inc. 0.56% of their portfolio | 414.1k $4.6m | Added +157.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 402.7k $4.5m | Added +8.0k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 381.8k $4.2m | Added +120.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 348.1k $3.9m | Reduced -4.3k |
| Nuveen, LLC 0.00% of their portfolio | 345.4k $3.8m | Reduced -34.8k |
| Invesco Ltd. 0.00% of their portfolio | 319.2k $3.5m | Added +12.8k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.32% of their portfolio | 300.6k $3.3m | New |
| Swiss National Bank 0.00% of their portfolio | 298.4k $3.3m | Reduced -3.4k |
| Trexquant Investment LP 0.04% of their portfolio | 292.6k $3.3m | New |
| Phocas Financial Corp. 0.44% of their portfolio | 273.9k $3.0m | Added +40 |
| Legal & General Group Plc 0.00% of their portfolio | 254.3k $2.8m | Added +9.5k |
| BARCLAYS PLC 0.00% of their portfolio | 248.3k $2.8m | Added +148.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 234.3k $2.6m | Added +155 |
| DME Capital Management, LP 0.11% of their portfolio | 233.7k $2.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 203.8k $2.3m | Reduced -3.2k |
| TD Asset Management Inc 0.00% of their portfolio | 200.9k $2.2m | Added +19.7k |
| Retirement Systems of Alabama 0.01% of their portfolio | 187.3k $2.1m | Added +1.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 184.9k $2.1m | Reduced -3.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 180.4k $2.0m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 163.7k $1.8m | Reduced -1.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 149.5k $1.7m | Added +3.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 144.0k $1.6m | Added +2.2k |
| Ghisallo Capital Management LLC 0.04% of their portfolio | 141.4k $1.6m | New |
| Summit Trail Advisors, LLC 0.03% of their portfolio | 139.7k $1.6m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 127.5k $1.4m | Reduced -268.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 124.4k $1.4m | Reduced -6.9k |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.02% of their portfolio | 106.0k $1.2m | New |
| BRANDES INVESTMENT PARTNERS, LP 0.01% of their portfolio | 104.4k $1.2m | Added +16.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 100.5k $1.1m | Added +2.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 99.9k $1.1m | Unchanged |
| Campbell & CO Investment Adviser LLC 0.07% of their portfolio | 95.5k $1.1m | Reduced -18.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 88.0k $979.0k | Added +16.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 83.9k $932.8k | Added +34.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 83.2k $925.6k | Reduced -1.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 76.2k $847.6k | Reduced -2.5k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 74.8k $832.3k | Reduced -117.7k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 72.1k $801.0k | Added +3.1k |
| AMALGAMATED BANK 0.01% of their portfolio | 70.2k $781.0k | Reduced -711 |
| Engineers Gate Manager LP 0.01% of their portfolio | 68.8k $765.6k | Added +43.0k |
| State of Wyoming 0.09% of their portfolio | 66.1k $734.9k | Added +53.4k |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 66.0k $733.6k | Added +50.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 64.2k $713.9k | Added +6.5k |
| FIRST CITIZENS BANK & TRUST CO 0.01% of their portfolio | 61.6k $685.1k | Added +44.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 60.9k $677.1k | Added +29.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 60.6k $674.2k | New |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 60.2k $669.7k | Added +28.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 59.3k $659.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.01% of their portfolio | 59.1k $657.3k | Added +3.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 55.9k $622.0k | Reduced -3.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 54.5k $606.1k | Added +3.7k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 53.1k $590.0k | Reduced -1.1k |
| Elo Mutual Pension Insurance Co 0.01% of their portfolio | 51.4k $572.0k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 50.7k $563.7k | New |
| AlphaQuest LLC 0.05% of their portfolio | 49.6k $551.4k | Added +3.5k |
| HRT FINANCIAL LP 0.00% of their portfolio | 49.4k $548.0k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 48.6k $540.8k | Added +1.9k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 47.5k $528.0k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 45.6k $506.6k | Added +913 |
| Versor Investments LP 0.09% of their portfolio | 45.3k $503.7k | New |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.01% of their portfolio | 45.2k $503.1k | New |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 43.4k $482.2k | Unchanged |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 43.1k $479.3k | Added +300 |
| COMERICA BANK 0.00% of their portfolio | 42.1k $468.2k | Reduced -770 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 39.4k $437.9k | Added +2.8k |