Institutional Ownership Sotera Health CO (SHC)
This table provides information about the institutional ownership of Sotera Health CO (SHC). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
105
shares
|
$1,642
0.0% of portfolio
|
Q4 2025
Added 59.09%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
98
shares
|
$1,532
0.0% of portfolio
|
Q2 2025
Reduced 34.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$1,517
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
91
shares
|
$1,423
0.0% of portfolio
|
Q2 2025
Added 175.76%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
69
shares
|
$1,079
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
65
shares
|
$1,016
0.0% of portfolio
|
Q3 2025
Reduced 39.81%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
60
shares
|
$938
0.0% of portfolio
|
Q3 2025
Reduced 62.73%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
59
shares
|
$922
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
57
shares
|
$891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
55
shares
|
$860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
50
shares
|
$782
0.0% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
49
shares
|
$766
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
47
shares
|
$735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
44
shares
|
$688
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
38
shares
|
$594
0.0% of portfolio
|
Q4 2025
Reduced 34.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31
shares
|
$484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
25
shares
|
$391
0.0% of portfolio
|
Q4 2025
Reduced 13.79%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
24
shares
|
$375
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
24
shares
|
$375
0.0% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
22
shares
|
$344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
21
shares
|
$328
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
18
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
17
shares
|
$265
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
14
shares
|
$218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
13
shares
|
$203
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|