Sotera Health Company Ownership | Who Owns Sotera Health Company?
Sotera Health Company Ownership Summary
Sotera Health Company is owned by 93.27% institutional investors, 2.47% insiders, and 4.25% retail investors. Warburg pincus is the largest institutional shareholder, holding 31.51% of SHC shares. Janus Henderson Opportunistic Alpha MA is the top mutual fund, with 2.73% of its assets in Sotera Health Company shares.
SHC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Sotera Health Company | 93.27% | 2.47% | 4.25% |
Sector | Healthcare Stocks | 47.38% | 7.99% | 44.63% |
Industry | Diagnostics & Research Stocks | 47.68% | 7.65% | 44.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Warburg pincus | 88.82M | 31.51% | $1.05B |
Gtcr | 59.22M | 21.00% | $702.89M |
Janus henderson group | 14.49M | 5.14% | $172.03M |
Vanguard group | 12.31M | 4.37% | $146.16M |
Blackrock | 11.43M | 4.05% | $135.66M |
Sachem head capital management lp | 7.91M | 2.81% | $93.89M |
T. rowe price investment management | 6.09M | 2.16% | $72.26M |
Mig capital | 6.06M | 2.15% | $71.92M |
Sessa capital im | 4.30M | 1.53% | $51.05M |
Arrowmark colorado | 3.90M | 1.38% | $46.28M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Warburg pincus | 88.82M | 60.18% | $1.05B |
Gtcr | 59.22M | 58.58% | $702.89M |
Mig capital | 6.06M | 9.58% | $71.92M |
Sachem head capital management lp | 7.91M | 4.67% | $93.89M |
Irenic capital management lp | 3.03M | 4.40% | $35.99M |
Kerrisdale advisers | 967.91K | 3.60% | $11.49M |
Untitled investments lp | 1.24M | 3.28% | $14.71M |
Inherent group, lp | 281.25K | 2.94% | $3.34M |
Mudita advisors llp | 386.33K | 2.35% | $4.59M |
Lakewood capital management, lp | 2.31M | 2.24% | $27.39M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Darsana capital partners lp | 2.45M | 0.79% | 2.45M |
Exoduspoint capital management, lp | 2.42M | 0.20% | 2.33M |
Norges bank | 1.22M | 0.00% | 1.22M |
T. rowe price investment management | 6.09M | 0.05% | 1.05M |
Mig capital | 6.06M | 9.58% | 1.02M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
P2 capital partners | 200.00K | 0.26% | -2.75M |
Hawk ridge capital management lp | - | - | -1.88M |
Ghisallo capital management | - | - | -1.00M |
Newtyn management | - | - | -950.00K |
Arrowmark colorado | 3.90M | 0.55% | -836.78K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Darsana capital partners lp | 2.45M | 0.79% | 2.45M | $29.07M |
Norges bank | 1.22M | 0.00% | 1.22M | $14.45M |
Phocas financial | 310.52K | 0.01% | 310.52K | $3.69M |
Voss capital | 250.00K | 0.30% | 250.00K | $2.97M |
Axa | 189.28K | 0.01% | 189.28K | $2.25M |
Sold Out
Holder | Change |
---|---|
Toronto dominion bank | -1.00 |
Avion wealth | -35.00 |
Headlands | -65.00 |
Wiser advisor group | -100.00 |
Innealta capital | -168.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Sep 30, 2023 | 175 | -4.89% | 252,006,899 | 0.23% | 89 | 1.12% | 72 | -11.11% | 74 | 4.23% |
Jun 30, 2023 | 184 | -4.17% | 251,428,390 | 0.61% | 89 | 1.13% | 81 | -16.49% | 71 | 2.90% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Janus Henderson Opportunistic Alpha MA | 7.73M | 2.73% | 7.73M |
Janus Henderson Contrarian D | 6.12M | 2.16% | -1.62M |
Janus Henderson US Opportunistic Alpha | 5.69M | 2.01% | -2.05M |
Vanguard Total Stock Mkt Idx Inv | 4.94M | 1.74% | 885.73K |
iShares Core S&P Mid-Cap ETF | 4.82M | 1.70% | 2.61K |
Vanguard Small Cap Index | 3.90M | 1.38% | 677.53K |
T. Rowe Price Small-Cap Stock | 3.29M | 1.16% | 292.40K |
T. Rowe Price US Small-Cap Core Equity | 3.29M | 1.16% | 1.31M |
Janus Henderson US SMID Cap Growth | 2.35M | 0.83% | - |
Janus Henderson Triton D | 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 |
---|---|---|
2024 Q3 | - | 2 |
2024 Q2 | - | - |
2024 Q1 | - | 5 |
2023 Q4 | - | - |
2023 Q3 | - | - |
SHC Ownership FAQ
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