Sotera Health Ownership | Who Owns Sotera Health?

Overview Forecast RevenueFinancials Chart Transcripts

Sotera Health Ownership Summary

Sotera Health is owned by 90.61% institutional investors, 2.46% insiders, and 6.93% retail investors. Warburg pincus is the largest institutional shareholder, holding 26.08% 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	90.61%	2.46%	6.93%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Diagnostics & Research Stocks	49.06%	8.59%	42.35%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Warburg pincus	73.82M	26.08%	$1.01B
Gtcr	49.22M	17.39%	$673.27M
Darsana capital partners lp	20.01M	7.07%	$273.74M
Vanguard group	14.92M	5.27%	$204.15M
Blackrock funding, inc. /de	13.45M	4.75%	$183.98M
Blackrock	11.43M	4.05%	$135.66M
Sachem head capital management lp	7.91M	2.79%	$108.21M
Janus henderson group	7.78M	2.75%	$106.46M
T. rowe price investment management	7.59M	2.68%	$103.90M
Sessa capital im	6.30M	2.23%	$86.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Warburg pincus	73.82M	66.33%	$1.01B
Gtcr	49.22M	64.75%	$673.27M
Mig capital	5.92M	8.34%	$80.97M
Darsana capital partners lp	20.01M	8.33%	$273.74M
Sachem head capital management lp	7.91M	5.96%	$108.21M
Irenic capital management lp	2.91M	4.27%	$39.80M
Kerrisdale advisers	795.31K	3.68%	$10.88M
Two seas capital lp	2.90M	3.42%	$39.62M
Sessa capital im	6.30M	3.09%	$86.19M
Inherent group, lp	281.25K	2.94%	$3.34M

Top Buyers

Holder	Shares	% Assets	Change
Sculptor capital lp	5.00M	0.91%	5.00M
Two seas capital lp	2.90M	3.42%	2.50M
D. e. shaw	2.62M	0.03%	1.53M
Ubs group	1.47M	0.00%	1.23M
Norges bank	933.07K	0.00%	933.07K

Top Sellers

Holder	Shares	% Assets	Change
Janus henderson group	7.78M	0.05%	-4.89M
Maverick capital	-	-	-3.50M
Hawk ridge capital management lp	-	-	-1.88M
T. rowe price investment management	7.59M	0.06%	-1.82M
Untitled investments lp	-	-	-1.24M

New Positions

Holder	Shares	% Assets	Change	Value
Sculptor capital lp	5.00M	0.91%	5.00M	$68.40M
Norges bank	933.07K	0.00%	933.07K	$12.76M
Empowered funds	25.67K	0.01%	25.67K	$351.12K
Nomura	20.30K	0.00%	20.30K	$277.64K
Two sigma securities	16.77K	0.03%	16.77K	$229.43K

Sold Out

Holder	Change
Toronto dominion bank	-1.00
Claris advisors, llc / mo /	-8.00
Srs capital advisors	-22.00
Spire wealth management	-30.00
Avion wealth	-35.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	205	-3.30%	256,478,727	-3.04%	90	1.04%	120	-9.77%	53	17.78%
Sep 30, 2024	209	-	264,313,098	0.52%	93	1.08%	131	13.91%	44	-30.16%
Jun 30, 2024	208	2.46%	262,948,037	0.89%	93	1.08%	114	-9.52%	63	40.00%
Mar 31, 2024	203	8.56%	260,632,474	2.12%	92	1.13%	126	28.57%	45	-30.77%
Dec 31, 2023	187	6.86%	255,225,411	1.28%	90	1.13%	98	36.11%	65	-12.16%

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	5.00M	1.76%	22.86K
Vanguard US Total Market Shares ETF	4.94M	1.74%	885.73K
Vanguard Total Stock Mkt Idx Inv	4.91M	1.73%	4.32K
Janus Henderson US Opportunistic Alpha	4.70M	1.66%	-985.21K
Janus Henderson Contrarian D	4.70M	1.66%	-
Vanguard Small Cap Index	3.98M	1.40%	3.23K
Janus Henderson US SMID Cap Growth	2.35M	0.83%	-
T. Rowe Price US Small-Cap Core Equity	2.35M	0.83%	-942.98K
T. Rowe Price Small-Cap Stock	2.35M	0.83%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 06, 2024	WARBURG PINCUS & CO.		Sell	$225.45M
Sep 06, 2024	GTCR INVESTMENT XI LLC		Sell	$150.30M
Mar 04, 2024	WARBURG PINCUS & CO.		Sell	$237.42M
Mar 04, 2024	GTCR INVESTMENT XI LLC		Sell	$158.28M
Mar 04, 2024	Klee Ann R.	-	Sell	$82.27K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	5

SHC Ownership FAQ

Who Owns Sotera Health?

Sotera Health shareholders are primarily institutional investors at 90.61%, followed by 2.46% insiders and 6.93% retail investors. The average institutional ownership in Sotera Health's industry, Diagnostics & Research Stocks, is 49.06%, which Sotera Health exceeds.

Who owns the most shares of Sotera Health?

Sotera Health’s largest shareholders are Warburg pincus (73.82M shares, 26.08%), Gtcr (49.22M shares, 17.39%), and Darsana capital partners lp (20.01M shares, 7.07%). Together, they hold 50.54% of Sotera Health’s total shares outstanding.

Does Blackrock own Sotera Health?

Yes, BlackRock owns 4.05% of Sotera Health, totaling 11.43M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 135.66M$. In the last quarter, BlackRock decreased its holdings by -230K shares, a -1.97% change.

Who is Sotera Health’s biggest shareholder by percentage of total assets invested?

Warburg pincus is Sotera Health’s biggest shareholder by percentage of total assets invested, with 66.33% of its assets in 73.82M Sotera Health shares, valued at 1.01B$.

Who is the top mutual fund holder of Sotera Health shares?

Janus Henderson Opportunistic Alpha MA is the top mutual fund holder of Sotera Health shares, with 2.73% of its total shares outstanding invested in 7.73M Sotera Health shares.

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