$SHC

$18.49 +$0.10 (0.54%) Close

$SHC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 285.4M shares outstanding

Who owns SHC?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 60.1%

Sessa Capital IM, L.P. 9.5% · Darsana Capital Partners LP 9.5%

Institutional ownership

100.0%

+3.4 pts vs last qtr

Institutional holders

317

+19 vs last qtr

Net shares bought

+16.3M

by institutions in Q2 2026

New / sold out

59 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +8.4M
FMR LLC +6.1M

Biggest sellers in Q2 2026

Warburg Pincus LLC SOLD OUT −19.1M
GTCR LLC SOLD OUT −12.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$304M

6 notices from 5 people

Shares covered

18.1M

6.34% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Warburg Pincus LLC Affiliate $164M
GTCR Fund Xi/a LP Owner $84M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+23.2%

+3.54% a year

Each share's claim on the business

−18.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$34M vs $153M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years31% 3–5 years13% 1–3 years43% Under 1 year13%

Quarterly turnover

22.7%

of institutional shares changed hands

Top 10 managers, median time held

3 years

Super Investors

Investment managers reporting SHC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SC Sessa Capital IM, L.P.	27.1M	9.48%	+4.0M (+17.4%)	2024	8.0%
Shares held by quarter Peak holding27.1M (Q2'26) Change over 8 quarters+20.7M Share of the company9.480% Sessa Capital IM, L.P.'s full portfolio →
DC Darsana Capital Partners LP	27.0M	9.46%	+1.0M (+3.8%)	2024	2.2%
Shares held by quarter Peak holding27.0M (Q2'26) Change over 8 quarters+7.0M Share of the company9.460% Darsana Capital Partners LP's full portfolio →

Sessa Capital IM, L.P.

27.1M

% of company

9.48%

Change vs last qtr

+4.0M (+17.4%)

Held since

2024

Darsana Capital Partners LP

27.0M

% of company

9.46%

Change vs last qtr

+1.0M (+3.8%)

Held since

2024

28 more super investors behind a free account

See every manager holding Sotera Health Company, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SHC on Form N-PORT; together they hold 28.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$161M	9.1M	3.18%	0.13%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$153M	8.6M	3.02%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$161M

% of company

3.18%

% of the fund

0.13%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$153M

% of company

3.02%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Sotera Health Company and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PM Petras Michael B. Jr. Insider	4.7M	1.63%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.630% Petras Michael B. Jr.'s insider activity →
SA Shader Alton Insider	579.6K	0.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.200% Shader Alton's insider activity →

Petras Michael B. Jr.

Insider

4.7M

% of company

1.63%

Change vs last qtr

—

Held since

—

Shader Alton

Insider

579.6K

% of company

0.20%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Sotera Health Company.

Comments