Sotera HealthSHC

13F holders, Q2 2026 (June 30)
319holders +20
53new positions
33sold out
7famous investors
$17.62avg. 13F price*

At the end of Q2 2026, 319 institutions reported holding Sotera Health Co. (SHC) in their 13F filings, up 20 from Q1 2026. 53 opened new positions and 33 sold out. The largest holders were Sessa Capital IM, L.P. ($480.1M), Darsana Capital Partners LP ($479.3M) and BlackRock, Inc. ($428.6M). 7 famous investors held it, including David Einhorn (1.9% of Greenlight Capital (DME Capital Management)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Sotera Health Co.
CUSIP
83601L102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 196Q1 2024Q2 2024: 204Q2 2024Q3 2024: 209Q3 2024Q4 2024: 216Q4 2024Q1 2025: 205Q1 2025Q2 2025: 223Q2 2025Q3 2025: 244Q3 2025Q4 2025: 285Q4 2025Q1 2026: 299Q1 2026Q2 2026: 319Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions53$208.4M
Exits33$509.4M

All 13F filers, Q1 2026 → Q2 2026: 61,445,816 shares bought and 44,944,706 shares sold, net +16,501,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 319 holders

Sessa Capital IM, L.P. 8.30% Add +17.4% 27,050,000 $480.1M
Darsana Capital Partners LP 2.15% Add +3.9% 27,000,000 $479.3M
BlackRock, Inc. 0.01% Add +15.8% 24,148,424 $428.6M
Sculptor Capital LP 6.96% Add +10.5% 24,000,000 $426.0M
Sachem Head Capital Management LP 5.73% Add +33.6% 15,560,000 $276.2M
Vanguard Capital Management LLC 0.00% Add +13.4% 12,170,699 $216.0M
Vanguard Portfolio Management LLC 0.01% Add +12.6% 11,946,341 $212.0M
T. Rowe Price Investment Management, Inc. 0.12% Add +15.3% 10,518,373 $186.7M
AQR Capital Management 0.07% Add +59.7% 10,734,313 $186.4M
Jupiter Topco LLC 0.06% — 8,402,106 $149.1M
State Street Corp. 0.00% Add +18.6% 8,324,321 $147.8M
FMR LLC 0.00% Add +21490.3% 6,173,320 $109.6M
Two Seas Capital LP 3.96% Reduce -3.1% 5,836,053 $103.6M
Voss Capital, LP 5.17% Add +19.6% 5,825,000 $103.4M
Dimensional Fund Advisors LP 0.02% Add +5.1% 5,799,870 $102.9M
Geode Capital Management, LLC 0.00% Add +12.5% 5,219,965 $92.7M
Irenic Capital Management LP 6.57% Add +17.9% 5,141,822 $91.3M
Greenlight Capital (DME Capital Management) 1.88% Add +100.2% 4,135,515 $73.4M
Lakewood Capital Management, LP 3.66% Reduce -3.0% 3,979,581 $70.6M
Norges Bank 0.01% — 3,512,499 $62.3M
ION Fund Management Ltd 7.02% Add +180.2% 3,343,648 $59.3M
Morgan Stanley 0.00% Add +49.1% 3,075,334 $54.6M
Charles Schwab Investment Management Inc. 0.01% Add +12.4% 2,803,452 $49.8M
Dendur Capital LP 2.91% New 2,770,000 $49.2M
Ancora Advisors LLC 0.92% New 2,683,637 $47.6M
Gotham Asset Management 0.09% Add +92.4% 2,206,457 $39.2M
Northern Trust Corp. 0.00% Add +20.8% 2,144,388 $38.1M
Ananym Capital Management, LP 12.96% Add +16.2% 2,029,809 $36.0M
Citadel Advisors 0.02% Add +190.0% 2,005,163 $35.6M
Millennium Management 0.02% Add +506.2% 1,932,584 $34.3M
Jennison Associates LLC 0.02% Reduce -4.0% 1,764,049 $31.3M
Woodline Partners LP 0.10% No change 1,730,807 $30.7M
Vanguard Fiduciary Trust Co. 0.01% Add +16.3% 1,692,961 $30.1M
Inherent Management Corp. 11.44% No change 1,660,128 $29.5M
Bank of New York Mellon Corp 0.00% Add +10.0% 1,544,672 $27.4M
Van Lanschot Kempen Investment Management N.V. 0.19% New 1,403,962 $24.9M
UBS Group AG 0.00% Add +267.3% 1,321,766 $23.5M
Bank of America Corp. 0.00% Reduce -0.1% 1,287,668 $22.9M
HRT Financial LP 0.04% Add +698.5% 1,111,462 $19.7M
Exchange Traded Concepts, LLC 0.09% No change 988,508 $17.5M
Tudor Investment Corporation 0.07% Add +16.6% 985,120 $17.5M
O'Keefe Stevens Advisory, Inc. 2.91% New 800,396 $14.2M
Onex Canada Asset Management Inc. 1.99% Add +2.0% 729,212 $12.9M
Goldman Sachs Group Inc. 0.00% Reduce -26.9% 684,779 $12.2M
Rhumbline Advisers 0.01% Add +18.2% 660,238 $11.7M
Weiss Asset Management LP 0.20% New 651,539 $11.6M
JPMorgan Chase & Co. 0.00% Add +129.2% 648,606 $11.6M
Thompson Siegel & Walmsley LLC 0.20% New 617,774 $11.0M
Principal Financial Group Inc. 0.01% Add +15.8% 602,481 $10.7M
Kerrisdale Advisers, LLC 2.66% Reduce -1.4% 599,249 $10.6M
Invesco Ltd. 0.00% Add +1.3% 597,700 $10.6M
Ararat Capital Management LP 4.91% New 590,362 $10.5M
Swiss National Bank 0.01% Add +32.8% 557,900 $9.9M
Beck Mack & Oliver LLC 0.19% New 552,450 $9.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.6% 470,803 $8.4M
Nuveen, LLC 0.00% Reduce -2.1% 445,566 $7.9M
American Century Companies Inc. 0.00% Add +72.7% 434,862 $7.7M
Alliancebernstein L.P. 0.00% Add +25.3% 486,261 $7.0M
Mariner, LLC 0.01% Add +69.4% 388,522 $6.9M
Deutsche Bank AG 0.00% Add +3027.8% 379,908 $6.7M
AYAL Capital Advisors Ltd 3.29% Add +101.1% 362,000 $6.4M
Algert Global LLC 0.08% Reduce -15.6% 361,280 $6.4M
Legal & General Group Plc 0.00% Add +11.1% 351,867 $6.2M
Cadian Capital Management, LP 0.47% New 350,000 $6.2M
First Trust Advisors LP 0.00% Reduce -61.9% 344,519 $6.1M
Allianz Asset Management GmbH 0.01% Add +63.8% 332,315 $5.9M
Jain Global LLC 0.07% Add +590.9% 321,452 $5.7M
California State Teachers Retirement System 0.01% Add +28.6% 319,782 $5.7M
Gem Investment Advisors, LLC 3.42% Reduce -4.0% 314,015 $5.6M
SaddleRock Capital Management LLC 5.25% New 306,553 $5.4M
Wellspring Financial Advisors, LLC 0.35% Add +6.7% 2,061,790 $5.3M
Heights Point Management, LP 4.16% New 294,879 $5.2M
Broyhill Asset Management, LLC 4.59% Add +3.4% 291,128 $5.2M
Stifel Financial Corp. 0.00% Add +573.6% 277,341 $4.9M
Retirement Systems of Alabama 0.01% Reduce -4.0% 274,298 $4.9M
Militia Capital Management LLC 0.86% Reduce -0.1% 270,000 $4.8M
T. Rowe Price Associates Inc. 0.00% Add +22.9% 261,396 $4.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +25.9% 246,961 $4.4M
Cerity Partners LLC 0.01% Add +69.8% 238,990 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -69.9% 236,896 $4.2M
TD Asset Management Inc 0.00% Add +38.9% 234,566 $4.2M
Nordea Investment Management AB 0.00% Reduce -6.9% 228,841 $4.0M
Moore Capital Management, LP 0.09% Reduce -15.3% 213,946 $3.8M
Prelude Capital Management, LLC 0.27% Add +91.9% 208,430 $3.7M
Susquehanna International Group, LLP 0.00% Add +304.1% 205,943 $3.7M
Phocas Financial Corp. 0.51% Reduce -5.1% 205,662 $3.7M
Ameriprise Financial Inc. 0.00% Add +6.6% 204,706 $3.6M
Verition Fund Management LLC 0.03% Reduce -53.0% 200,000 $3.5M
Barclays PLC 0.00% Add +51.1% 195,857 $3.5M
Nexpoint Asset Management, L.P. 0.23% Reduce -39.5% 190,916 $3.4M
Manufacturers Life Insurance Company, The 0.00% Add +13.9% 190,197 $3.4M
Brandes Investment Partners, LP 0.02% Add +12.3% 188,969 $3.4M
Elwood Capital Partners LP 2.43% New 187,500 $3.3M
Quantinno Capital Management LP 0.00% Reduce -8.4% 180,841 $3.2M
SG Americas Securities, LLC 0.00% Reduce -79.8% 177,567 $3.2M
Creative Planning 0.00% Add +71.8% 174,505 $3.1M
Mercer Global Advisors Inc. 0.00% Add +89.6% 170,417 $3.0M
Two Sigma Investments, LP 0.00% Add +32.9% 151,600 $2.7M
New York State Common Retirement Fund 0.00% Add +7.9% 150,645 $2.7M
Voya Investment Management LLC 0.00% Add +72.0% 149,839 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +71.0% 146,776 $2.3M
Citigroup Inc. 0.00% Add +11.8% 128,909 $2.3M
MetLife Investment Management, LLC 0.01% Add +10.4% 127,917 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% Add +16.3% 127,368 $2.3M
ABS Investment Management LLC 1.41% — 125,000 $2.2M
Treasurer of the State of North Carolina 0.01% Add +13.0% 118,938 $2.1M
Clearstead Advisors, LLC 0.02% Add +1.1% 118,612 $2.1M
Amalgamated Bank 0.01% Add +10.0% 118,018 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +123.0% 116,066 $2.1M
OP Asset Management Ltd 0.02% Reduce -8.4% 106,542 $1.9M
Tidal Investments LLC 0.00% Reduce -13.4% 105,095 $1.9M
State of Wisconsin Investment Board 0.00% Add +15.3% 104,595 $1.9M
Capricorn Fund Managers Ltd 0.15% New 103,830 $1.8M
Summit Trail Advisors, LLC 0.02% Reduce -4.2% 102,986 $1.8M
Vanguard Global Advisers, LLC 0.00% Add +9.1% 101,582 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -23.1% 99,349 $1.8M
Mutual of America Capital Management LLC 0.02% Add +10.4% 98,589 $1.7M
Ieq Capital, LLC 0.01% Add +119.2% 98,446 $1.7M
Russell Investments Group, Ltd. 0.00% Reduce -18.4% 93,881 $1.7M
Handelsbanken Fonder AB 0.00% Add +26.8% 90,300 $1.6M
Victory Capital Management Inc. 0.00% Add +27.1% 85,189 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +58.4% 84,556 $1.5M
CenterBook Partners LP 0.07% Reduce -42.5% 84,454 $1.5M
Man Group plc 0.00% Reduce -45.8% 81,321 $1.4M
Public Employees Retirement System of Ohio 0.00% Add +11.2% 81,132 $1.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -63.4% 80,908 $1.4M
Louisiana State Employees Retirement System 0.02% Add +15.0% 77,600 $1.4M
Arizona State Retirement System 0.01% Add +31.1% 76,716 $1.4M
Twinbeech Capital LP 0.24% Reduce -50.7% 74,856 $1.3M
Captrust Financial Advisors 0.00% Reduce -82.2% 74,247 $1.3M
Yousif Capital Management, LLC 0.01% Add +4.3% 73,377 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Add +33.4% 71,890 $1.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -9.4% 68,326 $1.2M
Vanguard Investments Australia, Ltd. 0.00% Add +31.2% 66,924 $1.2M
Thrivent Financial for Lutherans 0.00% Add +10.7% 66,064 $1.2M
First Citizens Bank & Trust Co. 0.02% Reduce -0.7% 66,058 $1.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.7% 64,689 $1.1M
Elo Mutual Pension Insurance Co 0.01% Add +285.7% 64,093 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.8% 63,491 $1.1M
KLP Kapitalforvaltning As 0.00% Add +33.8% 63,000 $1.1M
State of Michigan Retirement System 0.00% Add +10.5% 62,000 $1.1M
New York State Teachers Retirement System 0.00% Reduce -1.8% 61,939 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +14.3% 59,657 $1.1M
Lazard Asset Management LLC 0.00% Reduce -68.8% 57,078 $1.0M
State of Wyoming 0.10% Reduce -59.7% 56,651 $1.0M
New Mexico Educational Retirement Board 0.02% Add +50.5% 54,800 $973K
Oregon Public Employees Retirement Fund 0.01% Add +14.7% 54,782 $972K
Fifth Third Bancorp 0.00% Reduce -0.2% 54,378 $965K
Teacher Retirement System of Texas 0.00% Add +37.3% 52,246 $927K
Wells Fargo & Company 0.00% Reduce -98.7% 52,050 $924K
Ameritas Investment Partners, Inc. 0.02% Add +13.8% 48,588 $862K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -15.0% 44,924 $797K
Balefire, LLC 0.13% Reduce -56.7% 44,533 $790K
Canada Pension Plan Investment Board 0.00% New 42,500 $754K
Bleakley Financial Group, LLC 0.01% Add +192.6% 42,022 $746K
State of Alaska, Department of Revenue 0.01% Add +6.4% 41,638 $738K
Sivia Capital Partners, LLC 0.09% Add +56.0% 41,007 $728K
Prudential Financial Inc. 0.00% Reduce -87.7% 40,874 $726K
Brighton Jones LLC 0.01% Add +44.5% 39,796 $706K
Merit Financial Group, LLC 0.00% Add +56.4% 38,375 $681K
Pictet Asset Management Holding SA 0.00% Add +17.2% 38,063 $676K
Quantum Portfolio Management LLC 0.24% Reduce -0.9% 36,927 $655K
Sei Investments Co. 0.00% Add +0.1% 35,777 $635K
Argos Wealth Advisors, LLC 0.16% New 34,000 $604K
Xponance LLC 0.00% Add +12.2% 32,802 $582K
Rothschild Investment LLC 0.02% Add +564.1% 32,287 $573K
Chicago Partners Investment Group LLC 0.01% Add +43.7% 32,164 $563K
Pacer Advisors, Inc. 0.00% Reduce -18.3% 29,540 $524K
Amundi 0.00% New 29,151 $517K
Arax Advisory Partners 0.00% Add +1134.2% 28,807 $511K
Swiss Life Asset Management Ltd 0.00% Add +19.3% 28,403 $504K
XTX Topco Ltd 0.01% Reduce -47.4% 26,861 $477K
Aster Capital Management (DIFC) Ltd 0.10% New 26,432 $469K
BNP Paribas Financial Markets 0.00% Reduce -3.5% 26,141 $464K
Natixis Advisors, LLC 0.00% New 26,197 $464K
Focus Partners Wealth 0.00% Reduce -20.4% 24,975 $443K
Fieldview Capital Management, LLC 0.12% New 24,465 $434K
Freestone Grove Partners LP 0.00% Reduce -55.4% 24,111 $428K
Vestcor Inc 0.01% No change 23,730 $421K
Vanguard Personalized Indexing Management, LLC 0.00% Add +22.8% 23,704 $421K
Focus Partners Advisor Solutions, LLC 0.00% Add +8.0% 22,579 $401K
Tower Research Capital LLC (TRC) 0.01% Add +273.7% 22,562 $400K
Bank of Montreal 0.00% Add +3.7% 22,416 $398K
Index Technologies Group LLC 0.32% Reduce -2.3% 22,223 $394K
iSAM Funds (UK) Ltd 0.27% New 21,500 $382K
MAI Capital Management 0.00% Add +149.8% 21,232 $377K
Empowered Funds, LLC 0.00% Reduce -12.4% 21,180 $376K
Federated Hermes, Inc. 0.00% Add +10.7% 20,490 $364K
Bull Harbor Capital LLC 0.07% Add +85.3% 20,425 $363K
NorthCrest Asset Manangement, LLC 0.01% Add +90.5% 19,542 $359K
Securian Asset Management, Inc. 0.01% Add +14.2% 19,605 $348K
Integrated Wealth Concepts LLC 0.00% Add +3.0% 19,443 $345K
Bridgewater Associates 0.00% Reduce -97.2% 19,241 $342K
Campbell & CO Investment Adviser LLC 0.02% Reduce -79.3% 18,960 $337K
Royal Bank of Canada 0.00% Add +56.7% 18,735 $332K
Corient Private Wealth LP 0.00% Add +42.2% 18,598 $330K
Hantz Financial Services, Inc. 0.00% Add +4.1% 18,085 $321K
Acadian Asset Management LLC 0.00% Reduce -58.1% 17,977 $319K
Waddell & Associates, LLC 0.02% Add +17.8% 17,667 $314K
WINTON GROUP Ltd 0.01% Reduce -52.9% 17,060 $303K
Y-Intercept (Hong Kong) Ltd 0.01% Add +36.1% 16,865 $299K
Mackenzie Financial Corp. 0.00% New 16,317 $290K
Public Employees Retirement Association of Colorado 0.00% No change 16,177 $287K
Sanctuary Advisors, LLC 0.00% Add +1.6% 15,685 $278K
Pallas Capital Advisors LLC 0.01% New 15,580 $277K
Squarepoint Ops LLC 0.00% Reduce -87.1% 15,237 $270K
Ensign Peak Advisors, Inc 0.00% No change 15,162 $269K
Farther Finance Advisors, LLC 0.00% Reduce -5.6% 14,761 $262K
Allworth Financial LP 0.00% Add +95.8% 14,755 $262K
Utah Retirement Systems 0.00% Add +11.6% 14,568 $259K
Lido Advisors, LLC 0.00% New 14,450 $256K
HB Wealth Management, LLC 0.00% New 14,401 $256K
Krilogy Financial LLC 0.01% New 14,273 $253K
Machina Capital S.A.S. 0.04% New 14,239 $253K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 14,100 $250K
Maryland State Retirement & Pension System 0.00% Add +22.0% 13,778 $245K
Citizens Financial Group Inc. 0.00% New 13,658 $242K
Guggenheim Capital LLC 0.00% Reduce -73.2% 13,067 $232K
Vident Advisory, LLC 0.00% Add +2.7% 12,839 $228K
Keybank National Association 0.00% Add +2.4% 12,779 $227K
West Family Investments, Inc. 0.07% New 12,692 $225K
AlphaCore Capital LLC 0.00% New 12,444 $221K
Neuberger Berman Group LLC 0.00% Add +10.9% 12,374 $220K
Castleview Partners, LLC 0.09% New 12,086 $215K
Wedmont Private Capital 0.01% Add +4.2% 11,616 $214K
Baker Avenue Asset Management, LP 0.00% New 11,937 $212K
Evolve Private Wealth, LLC 0.01% New 11,644 $207K
Envestnet Asset Management Inc. 0.00% Add +6.3% 11,505 $204K
Ethic Inc. 0.00% Reduce -1.1% 11,108 $197K
Rangeley Capital, LLC 0.19% Add +10.0% 11,000 $195K
Transcend Capital Advisors, LLC 0.01% New 10,701 $190K
ProShare Advisors LLC 0.00% New 10,462 $186K
Waverly Advisors, LLC 0.00% New 10,348 $184K
Pathstone Holdings, LLC 0.00% New 10,337 $183K
PNC Financial Services Group, Inc. 0.00% Add +30.2% 9,710 $172K
GAMMA Investing LLC 0.01% Add +58.9% 9,361 $166K
Sterling Capital Management LLC 0.00% Add +10.7% 8,402 $149K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.7% 8,217 $146K
KBC Group NV 0.00% No change 6,295 $112K
STRS Ohio 0.00% Add +0.1% 5,888 $105K
US Bancorp \de 0.00% Add +5.0% 5,812 $103K
Covestor Ltd 0.06% Add +933.9% 5,614 $99K
Jones Financial Companies LLLP 0.00% Add +299.0% 4,589 $80K
Nisa Investment Advisors, LLC 0.00% Add +21.4% 4,432 $79K
Parallel Advisors, LLC 0.00% Add +7.3% 3,788 $67K
Fairway Wealth LLC 0.01% No change 3,600 $64K
Essential Partners LLC 0.03% Add +54.2% 3,556 $63K
IFP Advisors, Inc 0.00% Add +150.8% 3,509 $62K
UMB Bank, n.a. 0.00% Add +16.6% 3,472 $62K
Caitong International Asset Management Co., Ltd 0.01% New 3,221 $57K
DekaBank Deutsche Girozentrale 0.00% No change 3,852 $54K
Eurizon Capital SGR S.p.A. 0.00% Reduce -10.8% 3,057 $54K
Nykredit A/S 0.00% — 2,825 $50K
Versant Capital Management, Inc 0.00% Reduce -8.1% 2,454 $44K
Meeder Asset Management Inc. 0.00% New 2,064 $37K
True Wealth Design, LLC 0.01% Add +65.8% 1,882 $33K
SJS Investment Consulting Inc. 0.00% Add +63.1% 1,625 $29K
Blue Trust, Inc. 0.00% No change 1,605 $28K
Bessemer Group Inc. 0.00% Add +41.9% 1,324 $23K
Osaic Holdings, Inc. 0.00% Add +41.0% 1,093 $19K
Signaturefd, LLC 0.00% Reduce -30.8% 925 $16K
Wealth Enhancement Trust Services, Inc. 0.00% Add +6225.0% 759 $13K
Smartleaf Asset Management LLC 0.00% No change 691 $12K
Quent Capital, LLC 0.00% Add +170.7% 666 $12K
SMA Capital LLC 0.00% Add +66.8% 639 $11K
Los Angeles Capital Management LLC 0.00% Reduce -99.5% 601 $11K
Basecamp Wealth Advisors LLC 0.00% Add +42.4% 561 $10K
Trust Co. of Vermont 0.00% — 508 $9K
MassMutual Private Wealth & Trust, FSB 0.00% No change 431 $8K
Rockefeller Capital Management L.P. 0.00% Reduce -34.9% 416 $7K
Bare Financial Services, Inc 0.00% Add +49.7% 286 $5K
Global Retirement Partners, LLC 0.00% — 238 $4K
Parkside Financial Bank & Trust 0.00% No change 234 $4K
Clearstead Trust, LLC 0.00% New 209 $4K
CVA Family Office, LLC 0.00% Add +25.9% 209 $4K
Larson Financial Group LLC 0.00% Reduce -1.5% 201 $4K
Silver Grove Financial Group, Inc. 0.00% New 189 $3K
MV Capital Management, Inc. 0.00% No change 157 $3K
JPL Wealth Management, LLC 0.00% Add +30.0% 156 $3K
Steward Partners Investment Advisory, LLC 0.00% Add +380.6% 149 $3K
Brown Brothers Harriman & Co. 0.00% No change 144 $3K
Sachetta, LLC 0.00% Add +42.9% 140 $2K
Fiduciary Financial Advisors 0.00% New 140 $2K
Farmers & Merchants Investments Inc. 0.00% No change 132 $2K
Ameritas Advisory Services, LLC 0.00% New 120 $2K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 111 $2K
JFS Wealth Advisors, LLC 0.00% No change 110 $2K
Fortitude Family Office, LLC 0.00% Add +96.2% 104 $2K
Assetmark, Inc. 0.00% Add +2.1% 95 $2K
Godfrey Financial Associates, Inc. 0.00% No change 91 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +425.0% 84 $1K
Cromwell Holdings LLC 0.00% Add +283.3% 69 $1K
Creative Capital Management Investments LLC 0.00% New 57 $1K
Bell Investment Advisors, Inc 0.00% No change 50 $888
Elevation Wealth Partners, LLC 0.00% No change 49 $870
Private Wealth Management Group, LLC 0.00% No change 49 $870
Pinnacle Wealth Planning Services, Inc. 0.00% No change 47 $834
Manchester Capital Management LLC 0.00% No change 43 $764
Ares Financial Consulting, LLC 0.00% New 37 $657
Transamerica Financial Advisors, LLC 0.00% Add +38.5% 36 $639
Bay Harbor Wealth Management, LLC 0.00% Add +89.5% 36 $639
Rialto Wealth Management, LLC 0.00% Add +3.2% 32 $568
HFM Investment Advisors, LLC 0.00% Add +92.3% 25 $444
DiNuzzo Private Wealth, Inc. 0.00% No change 25 $444
SBI Securities Co., Ltd. 0.00% Reduce -4.2% 23 $408
Buck Wealth Strategies, LLC 0.00% New 17 $302
SHP Wealth Management 0.00% New 16 $284
Medallion Wealth Advisors, LLC 0.00% New 11 $195
LRI Investments, LLC 0.00% New 11 $195
Harbour Investments, Inc. 0.00% No change 6 $107
Stone House Investment Management, LLC 0.00% New 6 $107
DecisionPoint Financial, LLC 0.00% New 6 $107
Dunhill Financial, LLC 0.00% No change 3 $60
Raffa Wealth Management, LLC 0.00% Add +200.0% 3 $53
Maryland Capital Advisors Inc. 0.00% — 2 $36
Huntington National Bank 0.00% No change 1 $18
Capital Advisors, Ltd. LLC 0.00% No change 1 $0
Evolution Advisers, Inc. 0.00% New 8 $0
Navigoe, LLC 0.00% New 19 $0

"% of holder's portfolio" is SHC's weight in each manager's 13F, not the share of Sotera Health Co. the manager owns.