Sotera HealthSHC
13F holders, Q1 2026 (March 31)299holders +14
52new positions
36sold out
9famous investors
$14.25avg. 13F price*
At the end of Q1 2026, 299 institutions reported holding Sotera Health Co. (SHC) in their 13F filings, up 14 from Q4 2025. 52 opened new positions and 36 sold out. The largest holders were Darsana Capital Partners LP ($372.8M), Sessa Capital IM, L.P. ($330.5M) and Sculptor Capital LP ($311.4M). 9 famous investors held it, including David Einhorn (0.9% of Greenlight Capital (DME Capital Management)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Sotera Health Co.
- CUSIP
- 83601L102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $59.8M |
| Exits | 36 | $40.3M |
All 13F filers, Q4 2025 → Q1 2026: 42,916,393 shares bought and 31,350,834 shares sold, net +11,565,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Darsana Capital Partners LP | 7.94% | No change | 26,000,000 | $372.8M |
| Sessa Capital IM, L.P. | 6.29% | Add +12.2% | 23,050,000 | $330.5M |
| Sculptor Capital LP | 7.47% | Add +3.4% | 21,717,728 | $311.4M |
| BlackRock, Inc. | 0.01% | Add +15.3% | 20,849,579 | $299.0M |
| Warburg Pincus LLC | 79.76% | Reduce -44.0% | 19,102,952 | $273.9M |
| GTCR LLC | 4.83% | Reduce -44.0% | 12,735,301 | $182.6M |
| Sachem Head Capital Management LP | 4.02% | No change | 11,645,000 | $167.0M |
| Vanguard Capital Management LLC | 0.00% | — | 10,735,006 | $153.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 10,608,717 | $152.1M |
| Janus Henderson Group PLC | 0.06% | Add +35.3% | 9,162,191 | $131.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +2.9% | 9,125,621 | $130.9M |
| State Street Corp. | 0.00% | Add +17.7% | 7,021,626 | $100.7M |
| AQR Capital Management | 0.04% | Add +134.7% | 6,720,763 | $95.9M |
| Two Seas Capital LP | 3.99% | Add +36.5% | 6,023,371 | $86.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.9% | 5,518,875 | $79.1M |
| Voss Capital, LP | 3.99% | Add +23.1% | 4,871,270 | $69.9M |
| Geode Capital Management, LLC | 0.00% | Add +18.0% | 4,639,899 | $66.6M |
| Irenic Capital Management LP | 5.67% | Add +14.8% | 4,359,348 | $62.5M |
| Lakewood Capital Management, LP | 3.78% | Add +20.7% | 4,104,581 | $58.9M |
| Wells Fargo & Company | 0.01% | Add +93439.1% | 4,006,279 | $57.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +16.3% | 2,493,273 | $35.8M |
| Greenlight Capital (DME Capital Management) | 0.93% | Add +347.8% | 2,065,680 | $29.6M |
| Morgan Stanley | 0.00% | Add +101.5% | 2,062,481 | $29.6M |
| Jennison Associates LLC | 0.02% | Add +31.1% | 1,836,746 | $26.3M |
| Northern Trust Corp. | 0.00% | Add +14.1% | 1,775,284 | $25.5M |
| Ananym Capital Management, LP | 9.56% | Add +46.5% | 1,747,366 | $25.1M |
| Woodline Partners LP | 0.09% | Reduce -40.0% | 1,730,807 | $24.8M |
| Inherent Management Corp. | 12.10% | Add +41.5% | 1,660,128 | $23.8M |
| Point72 Asset Management | 0.04% | Add +55.7% | 1,609,505 | $23.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,455,417 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Add +13.4% | 1,403,971 | $20.1M |
| Bank of America Corp. | 0.00% | Add +332.7% | 1,289,649 | $18.5M |
| ION Fund Management Ltd | 2.61% | Add +11833.9% | 1,193,390 | $17.1M |
| Gotham Asset Management | 0.05% | Add +58.9% | 1,146,881 | $16.4M |
| Exchange Traded Concepts, LLC | 0.11% | Add +125.3% | 988,508 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +578.9% | 936,482 | $13.4M |
| First Trust Advisors LP | 0.01% | Add +74.5% | 904,609 | $13.0M |
| SG Americas Securities, LLC | 0.01% | Add +6382.6% | 879,489 | $12.6M |
| Tudor Investment Corporation | 0.07% | Add +9.7% | 845,120 | $12.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 786,749 | $11.3M |
| Onex Canada Asset Management Inc. | 1.71% | Add +32.3% | 715,161 | $10.3M |
| Bridgewater Associates | 0.04% | New | 695,392 | $10.0M |
| Citadel Advisors | 0.01% | Add +14.3% | 691,387 | $9.9M |
| Kerrisdale Advisers, LLC | 3.32% | Add +9.1% | 607,689 | $8.7M |
| Invesco Ltd. | 0.00% | Add +13.5% | 589,964 | $8.5M |
| Danske Bank A/S | 0.02% | New | 581,140 | $8.3M |
| Rhumbline Advisers | 0.01% | Add +10.9% | 558,434 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Add +16.6% | 520,209 | $7.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 387,949 | $6.8M |
| Nuveen, LLC | 0.00% | Add +0.1% | 455,125 | $6.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 437,582 | $6.3M |
| Algert Global LLC | 0.09% | Reduce -10.3% | 427,890 | $6.1M |
| Verition Fund Management LLC | 0.06% | New | 425,499 | $6.1M |
| Swiss National Bank | 0.00% | No change | 420,000 | $6.0M |
| Captrust Financial Advisors | 0.01% | Add +2356.8% | 416,814 | $6.0M |
| UBS Group AG | 0.00% | Reduce -18.5% | 359,831 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -5.2% | 331,359 | $4.8M |
| Marshall Wace, LLP | 0.01% | Add +36.3% | 327,298 | $4.7M |
| Gem Investment Advisors, LLC | 4.61% | Reduce -0.3% | 327,015 | $4.7M |
| Millennium Management | 0.00% | Reduce -52.5% | 318,781 | $4.6M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 316,829 | $4.5M |
| Nexpoint Asset Management, L.P. | 0.32% | No change | 315,479 | $4.5M |
| Retirement Systems of Alabama | 0.01% | Add +14.7% | 285,592 | $4.1M |
| Broyhill Asset Management, LLC | 3.96% | Add +872.7% | 281,531 | $4.0M |
| Militia Capital Management LLC | 0.87% | — | 270,397 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 282,963 | $3.7M |
| Moore Capital Management, LP | 0.14% | Add +13.3% | 252,441 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +71.5% | 251,852 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +21.6% | 248,642 | $3.6M |
| Nordea Investment Management AB | 0.00% | Add +128.1% | 245,909 | $3.5M |
| Mariner, LLC | 0.00% | Add +103.0% | 229,360 | $3.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -0.9% | 220,777 | $3.2M |
| Phocas Financial Corp. | 0.49% | Reduce -21.8% | 216,635 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +33.4% | 212,752 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -52.4% | 203,078 | $2.9M |
| Allianz Asset Management GmbH | 0.00% | New | 202,882 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Reduce -85.9% | 197,372 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 196,156 | $2.8M |
| Wellspring Financial Advisors, LLC | 0.21% | Add +2885.2% | 1,931,602 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.3% | 192,107 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | New | 184,679 | $2.6M |
| Lazard Asset Management LLC | 0.00% | Add +313.0% | 182,931 | $2.6M |
| AYAL Capital Advisors Ltd | 1.32% | New | 180,000 | $2.6M |
| TD Asset Management Inc | 0.00% | No change | 168,848 | $2.4M |
| Brandes Investment Partners, LP | 0.02% | Add +13.2% | 168,223 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.3% | 166,955 | $2.4M |
| Twinbeech Capital LP | 0.23% | New | 151,952 | $2.2M |
| Man Group plc | 0.00% | Add +57.4% | 150,001 | $2.2M |
| Burkehill Global Management, LP | 0.11% | No change | 150,000 | $2.2M |
| CenterBook Partners LP | 0.11% | Reduce -3.1% | 146,855 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +38.0% | 140,785 | $2.0M |
| State of Wyoming | 0.24% | Add +78.7% | 140,479 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +40.1% | 139,645 | $2.0M |
| HRT Financial LP | 0.01% | Add +0.6% | 139,192 | $2.0M |
| Cwm, LLC | 0.01% | Add +98.5% | 137,583 | $2.0M |
| Barclays PLC | 0.00% | Reduce -32.0% | 129,622 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.7% | 129,249 | $1.9M |
| Brevan Howard Capital Management LP | 0.02% | Add +451.8% | 127,142 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Add +2092.1% | 120,851 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Add +213.3% | 118,013 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +9701.4% | 117,323 | $1.7M |
| OP Asset Management Ltd | 0.02% | New | 116,345 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +13.3% | 115,885 | $1.7M |
| Citigroup Inc. | 0.00% | Add +34.9% | 115,349 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +201.4% | 115,045 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -64.5% | 114,100 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +297.1% | 121,337 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +26.4% | 109,482 | $1.6M |
| Prelude Capital Management, LLC | 0.12% | Add +375.3% | 108,608 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +61.0% | 107,493 | $1.5M |
| Amalgamated Bank | 0.01% | Add +14.1% | 107,325 | $1.5M |
| Treasurer of the State of North Carolina | 0.00% | Add +22.9% | 105,268 | $1.5M |
| Balefire, LLC | 0.28% | New | 102,934 | $1.5M |
| Creative Planning | 0.00% | Add +64.1% | 101,581 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 93,133 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +143.1% | 91,564 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +41.0% | 90,678 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +16.5% | 89,863 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Add +3.4% | 89,275 | $1.3M |
| Voya Investment Management LLC | 0.00% | Add +459.7% | 87,117 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +43.5% | 85,853 | $1.1M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +253.8% | 77,886 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 75,413 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Add +16.2% | 72,946 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Add +35.4% | 71,200 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Add +8.3% | 70,387 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Add +17.6% | 67,500 | $968K |
| Victory Capital Management Inc. | 0.00% | Add +13.1% | 67,039 | $961K |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.3% | 66,495 | $954K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.2% | 65,126 | $934K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 64,398 | $923K |
| New York State Teachers Retirement System | 0.00% | Reduce -9.2% | 63,090 | $905K |
| Thrivent Financial for Lutherans | 0.00% | Add +10.7% | 59,659 | $856K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 58,515 | $839K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.5% | 58,368 | $837K |
| State of Michigan Retirement System | 0.00% | Add +14.5% | 56,100 | $804K |
| Fifth Third Bancorp | 0.00% | Add +2453.6% | 54,468 | $781K |
| Freestone Grove Partners LP | 0.01% | New | 54,111 | $776K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 53,890 | $773K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +22.1% | 53,390 | $766K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +47.1% | 52,843 | $758K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +12.5% | 52,189 | $748K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 52,040 | $746K |
| XTX Topco Ltd | 0.01% | New | 51,023 | $732K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 51,010 | $731K |
| Susquehanna International Group, LLP | 0.00% | New | 50,965 | $731K |
| ABS Direct Equity Fund LLC | 0.55% | New | 50,000 | $717K |
| Guggenheim Capital LLC | 0.01% | Add +245.7% | 48,712 | $699K |
| EntryPoint Capital, LLC | 0.20% | Add +367.4% | 47,819 | $686K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +16.0% | 47,782 | $685K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.1% | 47,100 | $675K |
| DRW Securities, LLC | 0.04% | Add +313.6% | 46,983 | $674K |
| Jain Global LLC | 0.01% | Add +117.3% | 46,528 | $667K |
| Ieq Capital, LLC | 0.00% | Reduce -44.8% | 44,913 | $644K |
| Acadian Asset Management LLC | 0.00% | Add +26.8% | 42,920 | $614K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +12.3% | 42,688 | $612K |
| Stifel Financial Corp. | 0.00% | Add +20.5% | 41,175 | $590K |
| State of Alaska, Department of Revenue | 0.01% | Add +8.3% | 39,148 | $560K |
| Entropy Technologies, LP | 0.03% | New | 38,652 | $554K |
| Teacher Retirement System of Texas | 0.00% | New | 38,041 | $546K |
| Quantum Portfolio Management LLC | 0.23% | Reduce -3.1% | 37,247 | $534K |
| New Mexico Educational Retirement Board | 0.02% | No change | 36,400 | $522K |
| WINTON GROUP Ltd | 0.02% | New | 36,200 | $519K |
| Pacer Advisors, Inc. | 0.00% | Add +12.4% | 36,161 | $519K |
| Sei Investments Co. | 0.00% | Reduce -31.7% | 35,743 | $513K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 32,515 | $466K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.5% | 32,487 | $466K |
| Focus Partners Wealth | 0.00% | Reduce -42.9% | 31,357 | $450K |
| Xponance LLC | 0.00% | Add +38.4% | 29,249 | $419K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +19.0% | 29,107 | $417K |
| FMR LLC | 0.00% | Reduce -4.4% | 28,593 | $410K |
| Perbak Capital Partners LLP | 0.10% | New | 28,363 | $407K |
| Brighton Jones LLC | 0.01% | New | 27,531 | $395K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.5% | 27,075 | $388K |
| Sivia Capital Partners, LLC | 0.07% | New | 26,285 | $377K |
| Brooklyn Investment Group | 0.01% | New | 25,492 | $366K |
| Merit Financial Group, LLC | 0.00% | Add +76.3% | 24,530 | $352K |
| Chicago Partners Investment Group LLC | 0.01% | Add +20.6% | 22,384 | $350K |
| Empowered Funds, LLC | 0.00% | Add +5.8% | 24,177 | $347K |
| Swiss Life Asset Management Ltd | 0.00% | Add +19.4% | 23,807 | $341K |
| Vestcor Inc | 0.01% | New | 23,730 | $340K |
| Index Technologies Group LLC | 0.36% | Reduce -3.8% | 22,746 | $326K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -10.9% | 21,971 | $315K |
| VARCOV Co. | 0.12% | New | 21,910 | $314K |
| Bank of Montreal | 0.00% | Add +23.8% | 21,612 | $310K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +90.5% | 20,904 | $300K |
| Integrated Quantitative Investments LLC | 0.05% | New | 20,830 | $299K |
| Legato Capital Management LLC | 0.03% | New | 20,830 | $299K |
| AlphaGrep UK Ltd | 0.08% | New | 19,653 | $282K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.7% | 19,306 | $277K |
| Integrated Wealth Concepts LLC | 0.00% | Add +73.4% | 18,884 | $271K |
| Federated Hermes, Inc. | 0.00% | Add +11.1% | 18,518 | $266K |
| Hantz Financial Services, Inc. | 0.00% | Add +1029.4% | 17,370 | $249K |
| Securian Asset Management, Inc. | 0.01% | Add +13.6% | 17,171 | $246K |
| Elo Mutual Pension Insurance Co | 0.00% | Reduce -7.7% | 16,617 | $238K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.7% | 15,643 | $233K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,177 | $232K |
| Global Endowment Management, LP | 0.03% | Reduce -17.7% | 16,024 | $230K |
| Sanctuary Advisors, LLC | 0.00% | Add +19.7% | 15,435 | $221K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 15,162 | $217K |
| Waddell & Associates, LLC | 0.01% | New | 14,998 | $215K |
| Bleakley Financial Group, LLC | 0.00% | New | 14,360 | $206K |
| Utah Retirement Systems | 0.00% | Add +20.5% | 13,058 | $187K |
| Vident Advisory, LLC | 0.00% | Add +16.4% | 12,505 | $179K |
| Keybank National Association | 0.00% | New | 12,486 | $179K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -94.3% | 12,393 | $178K |
| Deutsche Bank AG | 0.00% | Reduce -90.8% | 12,146 | $174K |
| Royal Bank of Canada | 0.00% | Add +39.1% | 11,956 | $172K |
| Wedmont Private Capital | 0.01% | Reduce -5.0% | 11,143 | $170K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +52.1% | 11,518 | $165K |
| Corient Private Wealth LP | 0.00% | Reduce -70.5% | 13,077 | $163K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 11,302 | $162K |
| Maryland State Retirement & Pension System | 0.00% | Add +12.9% | 11,292 | $162K |
| Ethic Inc. | 0.00% | Reduce -18.8% | 11,231 | $161K |
| Neuberger Berman Group LLC | 0.00% | New | 11,161 | $160K |
| Bull Harbor Capital LLC | 0.04% | — | 11,025 | $158K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,820 | $155K |
| NorthCrest Asset Manangement, LLC | 0.00% | Add +2.3% | 10,261 | $154K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 10,610 | $152K |
| HighTower Advisors, LLC | 0.00% | New | 10,015 | $144K |
| Rangeley Capital, LLC | 0.16% | New | 10,000 | $143K |
| MAI Capital Management | 0.00% | Add +4006.8% | 8,501 | $122K |
| Sterling Capital Management LLC | 0.00% | Reduce -31.5% | 7,592 | $109K |
| Allworth Financial LP | 0.00% | Add +149.2% | 7,537 | $108K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 7,459 | $107K |
| KBC Group NV | 0.00% | No change | 6,295 | $90K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.5% | 6,038 | $87K |
| GAMMA Investing LLC | 0.00% | Add +20.4% | 5,890 | $84K |
| STRS Ohio | 0.00% | Add +20.1% | 5,881 | $84K |
| US Bancorp \de | 0.00% | Add +8.2% | 5,535 | $79K |
| Quadrant Capital Group LLC | 0.00% | Add +0.3% | 5,503 | $79K |
| Rothschild Investment LLC | 0.00% | Add +219.2% | 4,862 | $70K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,852 | $55K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2333.3% | 3,650 | $52K |
| Fairway Wealth LLC | 0.01% | No change | 3,600 | $52K |
| Parallel Advisors, LLC | 0.00% | Add +7.1% | 3,529 | $51K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +52.7% | 3,426 | $46K |
| UMB Bank, n.a. | 0.00% | Reduce -2.9% | 2,979 | $43K |
| Versant Capital Management, Inc | 0.00% | Reduce -78.1% | 2,669 | $38K |
| Arax Advisory Partners | 0.00% | Reduce -80.0% | 2,334 | $34K |
| Essential Partners LLC | 0.01% | Reduce -27.0% | 2,306 | $33K |
| Root Financial Partners, LLC | 0.00% | Add +217.5% | 2,124 | $30K |
| Blue Trust, Inc. | 0.00% | No change | 1,605 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -6.4% | 1,399 | $20K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 1,336 | $19K |
| True Wealth Design, LLC | 0.00% | Reduce -38.0% | 1,135 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 1,150 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +28.4% | 996 | $14K |
| Bessemer Group Inc. | 0.00% | Add +4.1% | 933 | $14K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 814 | $12K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.9% | 775 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | Add +289.6% | 639 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.6% | 691 | $9K |
| Covestor Ltd | 0.01% | Reduce -44.5% | 543 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.3% | 431 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 394 | $6K |
| SMA Capital LLC | 0.00% | New | 383 | $5K |
| Activest Wealth Management | 0.00% | Reduce -24.1% | 302 | $4K |
| Quent Capital, LLC | 0.00% | Reduce -35.9% | 246 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -28.0% | 234 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -67.2% | 204 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 200 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +99.0% | 191 | $3K |
| CVA Family Office, LLC | 0.00% | New | 166 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 157 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 144 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 132 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 120 | $2K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 111 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.8% | 110 | $2K |
| Sachetta, LLC | 0.00% | No change | 98 | $1K |
| Assetmark, Inc. | 0.00% | Add +2.2% | 93 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 91 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +39.5% | 53 | $760 |
| Bell Investment Advisors, Inc | 0.00% | No change | 50 | $717 |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -55.9% | 49 | $703 |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $703 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +34.3% | 47 | $674 |
| Manchester Capital Management LLC | 0.00% | No change | 43 | $617 |
| Rialto Wealth Management, LLC | 0.00% | Add +47.6% | 31 | $445 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 31 | $445 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 26 | $372 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 25 | $359 |
| SBI Securities Co., Ltd. | 0.00% | No change | 24 | $344 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 21 | $301 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -17.4% | 19 | $272 |
| Cromwell Holdings LLC | 0.00% | New | 18 | $258 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -81.8% | 16 | $229 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 14 | $201 |
| HFM Investment Advisors, LLC | 0.00% | No change | 13 | $186 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -69.8% | 13 | $186 |
| Kilter Group LLC | 0.00% | Reduce -7.7% | 12 | $173 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 12 | $172 |
| Harbour Investments, Inc. | 0.00% | New | 6 | $86 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $48 |
| Huntington National Bank | 0.00% | No change | 1 | $14 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $14 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $14 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is SHC's weight in each manager's 13F, not the share of Sotera Health Co. the manager owns.