MetaCap

Who Owns Sotera Health Stock?

NASDAQ: SHCHealth CareMisc Health and Biotechnology ServicesUSD

18.06+0.23 (+1.29%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
106.04%
Institutional holders
411
  • Institutions 97.6%
  • Insiders 2.4%
  • Public and other 0.0%

Who owns Sotera Health stock?

Institutional investors own about 106.0% of Sotera Health's shares, spread across 411 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.40% of SHC.

The largest institutional holders are Sessa Capital IM, L.P. (9.48%), Darsana Capital Partners, LP (9.46%) and Blackrock Inc. (8.46%). Together, the top 10 institutions control 60.1% of shares outstanding. In their latest filings, 10 of the top 10 institutions increased their SHC positions and 0 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of SHC

Sotera Health top institutional holders
InstitutionShares% HeldChange
Sessa Capital IM, L.P.27.05M9.48%+17.4%
Darsana Capital Partners, LP27.00M9.46%+3.9%
Blackrock Inc.24.15M8.46%+15.8%
Sculptor Capital LP24.00M8.41%+10.5%
Sachem Head Capital Management, LP15.56M5.45%+33.6%
Vanguard Capital Management LLC12.17M4.26%+13.4%
Vanguard Portfolio Management LLC11.95M4.19%+12.6%
AQR Capital Management, LLC10.73M3.76%+59.7%
T. Rowe Price Investment Management, Inc.10.52M3.69%+15.3%
Jupiter Topco LLC8.40M2.94%+100.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of SHC

Sotera Health top fund holders
FundShares% Held
iShares Trust-iShares Core S&P Mid-Cap ETF9.29M3.25%
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund8.61M3.02%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund6.22M2.18%
JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund5.85M2.05%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund3.58M1.25%
T. Rowe Price Small-Cap Stock Fund, Inc.3.12M1.09%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund3.04M1.07%
Fidelity Capital Trust-Fidelity Value Fund3.04M1.07%
SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT1.94M0.68%
T. Rowe Price Small-Cap Value Fund, Inc.1.80M0.63%

Frequently asked questions

Who is the largest shareholder of Sotera Health?

Sessa Capital IM, L.P. is the largest institutional shareholder of SHC, owning 9.48% of shares outstanding (27.05M shares) as of its latest 13F filing.

What percentage of Sotera Health is owned by institutions?

Institutions own about 106.0% of SHC shares and 108.7% of the public float.

How much of Sotera Health do insiders own?

Insiders, such as officers and directors, own about 2.40% of SHC shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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