SHCNasdaqServices-Misc Health & Allied Services, NECFiscal year ends December 31
Sotera Health Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$17.64−0.25 (-1.40%)
Close on Oct 19, 2026
- Market cap
- $5.08B
- P/E (TTM)
- 30.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
295M of 285M shares
Institutional holders
319
60 new, 35 sold out
Net institutional buying
28M
In Q2 2026
Insider trades, 12 months
0 buys · 18 sales
Net sold $2.59B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Warburg Pincus (Cayman) Xi, L.P. | 73,038,253 | 25.70% | 13G (passive) amendment | Nov 10, 2025 |
| Gtcr Fund Xi/C LP | 73,038,253 | 25.70% | 13G (passive) amendment | Nov 10, 2025 |
| Gtcr Investment Xi LLC | 56,838,253 | 20.00% | 13G (passive) amendment | Dec 3, 2025 |
| Warburg Pincus Partners GP LLC | 31,838,253 | 11.20% | 13G (passive) amendment | Mar 6, 2026 |
| John Petry | 27,050,000 | 9.50% | 13G (passive) amendment | Jun 30, 2026 |
| Darsana Capital Partners LP | 25,000,000 | 8.80% | 13G (passive) amendment | Sep 30, 2025 |
| Sculptor Capital Holding Corp | 24,000,000 | 8.41% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 23,845,504 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Sculptor Master Fund, Ltd. | 21,000,000 | 7.39% | 13G (passive) amendment | Dec 31, 2025 |
| Sessa Capital GP, LLC | 20,550,000 | 7.23% | 13G (passive) | Dec 31, 2025 |
| Sachem Head Capital Management LP | 15,560,000 | 5.46% | 13G (passive) | May 11, 2026 |
| Gtcr Partners Xi/A&c LP | 103,038,253 | 36.30% | 13G (passive) amendment | Sep 5, 2025 |
| Warburg Pincus Xi, L.P. | 103,038,253 | 36.30% | 13G (passive) amendment | Sep 5, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SHC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Sessa Capital IM, L.P. | 27,050,000 | 9.48% | $480.14M | +4,000,000 | 8.03% |
| Darsana Capital Partners LP | 27,000,000 | 9.46% | $479.25M | +1,000,000 | 2.15% |
| BlackRock, Inc. | 24,148,424 | 8.46% | $428.63M | +3,298,845 | 0.01% |
| Sculptor Capital LP | 24,000,000 | 8.41% | $426.00M | +2,282,272 | 3.47% |
| Sachem Head Capital Management LP | 15,560,000 | 5.45% | $276.19M | +3,915,000 | 5.73% |
| Vanguard Capital Management LLC | 12,170,699 | 4.26% | $216.03M | +1,435,693 | 0.00% |
| Vanguard Portfolio Management LLC | 11,946,341 | 4.19% | $212.05M | +1,337,624 | 0.01% |
| Aqr Capital Management LLC | 10,734,313 | 3.76% | $186.40M | +4,013,550 | 0.06% |
| T. Rowe Price Investment Management, Inc. | 10,518,373 | 3.69% | $186.70K | +1,392,752 | 0.12% |
| Jupiter Topco LLC | 8,402,106 | 2.94% | $149.14M | New | 0.06% |
| State Street Corp | 8,324,321 | 2.92% | $147.76M | +1,302,695 | 0.00% |
| FMR LLC | 6,173,320 | 2.16% | $109.58M | +6,144,727 | 0.00% |
| Two Seas Capital LP | 5,836,053 | 2.05% | $103.59M | −187,318 | 2.05% |
| Voss Capital, LLC | 5,825,000 | 2.04% | $103.39M | +953,730 | 4.80% |
| Dimensional Fund Advisors LP | 5,799,870 | 2.03% | $102.94M | +280,995 | 0.02% |
| Geode Capital Management, LLC | 5,219,965 | 1.83% | $92.68M | +580,066 | 0.00% |
| Irenic Capital Management LP | 5,141,822 | 1.80% | $91.27M | +782,474 | 4.38% |
| DME Capital Management, LP | 4,135,515 | 1.45% | $73.41M | +2,069,835 | 1.88% |
| Lakewood Capital Management, LP | 3,979,581 | 1.39% | $70.64M | −125,000 | 3.64% |
| Norges Bank | 3,512,499 | 1.23% | $62.35M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 319 | 295M | 100.0% | 60 / 165 | 65 / 35 | 73M | 46M |
| Q1 2026 | 299 | 276M | 96.8% | 60 / 147 | 60 / 39 | 67M | 36M |
| Q4 2025 | 285 | 267M | 93.4% | 78 / 145 | 39 / 34 | 58M | 54M |
| Q3 2025 | 244 | 264M | 92.6% | 50 / 116 | 49 / 28 | 22M | 30M |
| Q2 2025 | 223 | 272M | 95.2% | 49 / 103 | 49 / 30 | 14M | 13M |
| Q1 2025 | 205 | 271M | 94.8% | 26 / 66 | 75 / 35 | 16M | 10M |
| Q4 2024 | 216 | 264M | 92.6% | 39 / 88 | 58 / 31 | 19M | 20M |
| Q3 2024 | 209 | 266M | 93.2% | 33 / 101 | 45 / 27 | 49M | 35M |
| Q2 2024 | 204 | 263M | 92.2% | 40 / 73 | 63 / 31 | 13M | 14M |
| Q1 2024 | 196 | 265M | 92.7% | 38 / 90 | 42 / 20 | 44M | 35M |
| Q4 2023 | 179 | 256M | 89.7% | 31 / 64 | 65 / 19 | 9M | 7M |
| Q3 2023 | 169 | 253M | 88.6% | 19 / 50 | 75 / 26 | 11M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SHC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9,083,154 | 3.18% | $161.23M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 8,614,655 | 3.02% | $152.91M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,215,762 | 2.18% | $110.33M | 0.06% | Jun 30, 2026 |
| Janus Henderson Contrarian Fund | 5,853,280 | 2.05% | $103.90M | 1.89% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 3,578,222 | 1.25% | $63.51M | 0.14% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 3,120,870 | 1.09% | $55.40M | 0.60% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,042,334 | 1.07% | $54.00M | 0.06% | Jun 30, 2026 |
| Fidelity Value Fund | 3,040,800 | 1.07% | $54.31M | 0.52% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,803,810 | 0.63% | $32.02M | 0.30% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 1,672,422 | 0.59% | $29.69M | 0.59% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 1,583,339 | 0.55% | $28.10M | 0.25% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,353,715 | 0.47% | $21.17M | 0.05% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,342,421 | 0.47% | $23.83M | 0.13% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 1,272,915 | 0.45% | $19.91M | 0.09% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 1,146,698 | 0.40% | $20.35M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael B. Petras Jr. | Executive Chairman, Director | 4,367,305 | 1.53% | Aug 19, 2026 |
| Alton Shader | Chief Executive Officer, Director | 579,573 | 0.20% | May 27, 2026 |
| Michael P. Rutz | President of Sterigenics | 334,279 | 0.12% | Aug 11, 2026 |
| Jonathan M. Lyons | Sr. Vice President, CFO | 217,304 | 0.08% | Aug 7, 2026 |
| Erika Ostrowski | SVP, General Counsel and Sec. | 57,538 | 0.02% | Apr 8, 2026 |
| Alexander Dimitrief | Former SVP, GC and Sec. | 312,040 | 0.11% | Apr 2, 2026 |
| Kenneth D. Krause | Director | 14,970 | 0.01% | May 27, 2026 |
| David E. Wheadon | Director | 89,882 | 0.03% | May 27, 2026 |
| Richard G. Kyle | Director | 14,970 | 0.01% | May 27, 2026 |
| Vincent K. Petrella | Director | 95,751 | 0.03% | May 27, 2026 |
| James Neary | Director | 95,751 | 0.03% | May 27, 2026 |
| Karen Flynn | Director | 54,191 | 0.02% | May 27, 2026 |
| Simon, Christopher | Director | 34,102 | 0.01% | May 27, 2026 |
| Ann R. Klee | Director | 140,926 | 0.05% | May 27, 2026 |
| Sean Laurence Cunningham | Director | 95,751 | 0.03% | May 27, 2026 |
| Ruoxi Chen | Director | 95,751 | 0.03% | May 27, 2026 |
| Pincus (Bermuda) Private Equity GP Ltd. Warburg | Director, 10% owner | 118,929,897 | 41.67% | May 15, 2026 |
| Co-Invest Xi Lp Gtcr | Director, 10% owner | 12,735,301 | 4.46% | May 15, 2026 |
| Investment Xi Llc Gtcr | Director, 10% owner | 41,215,301 | 14.44% | May 15, 2026 |
| Partners Xi/A&c Lp Gtcr | Director, 10% owner | 49,215,301 | 17.25% | May 15, 2026 |
| Fund Xi/C Lp Gtcr | Director, 10% owner | 0 | – | May 15, 2026 |
| Warburg Pincus Partners II (Cayman), L.P. | Director, 10% owner | – | – | May 15, 2026 |
| Holdco L.P. Bull | Director, 10% owner | 73,822,952 | 25.87% | May 15, 2026 |
| Pincus Llc Warburg | Director, 10% owner | 34,102,952 | 11.95% | May 15, 2026 |
| Pincus & Co. Warburg | Director, 10% owner | 61,822,952 | 21.66% | May 15, 2026 |
| Warburg Pincus (Cayman) XI, L.P. | Director, 10% owner | 0 | – | May 15, 2026 |
| Warburg Pincus XI-C, LLC | Director, 10% owner | 61,822,952 | 21.66% | May 15, 2026 |
| Warburg Pincus Partners II, L.P. | Director, 10% owner | 19,102,952 | 6.69% | May 15, 2026 |
| Co-Invest L.P. Bull | Director, 10% owner | 118,929,897 | 41.67% | May 15, 2026 |
| Warburg Pincus Private Equity XI, L.P. | Director, 10% owner | – | – | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael B. Petras Jr. Executive Chairman, Director | Aug 17, 2026 | Sale | −850,000 | $18.50 | $15.73M | 3,969,393 |
| Michael B. Petras Jr. Executive Chairman, Director | Aug 17, 2026 | Sale | −294,515 | $18.50 | $5.45M | 397,912 |
| Michael P. Rutz President of Sterigenics | Aug 7, 2026 | Sale | −150,000 | $18.84 | $2.83M | 334,279 |
| Jonathan M. Lyons Sr. Vice President, CFO | Aug 5, 2026 | Tax withholding | −11,316 | $17.98 | $203.46K | 217,304 |
| Alton Shader Chief Executive Officer, Director | May 26, 2026 | Award | +203,634 | – | – | 579,573 |
| Alton Shader Chief Executive Officer, Director | May 26, 2026 | Award | +375,939 | – | – | 375,939 |
| David E. Wheadon Director | May 22, 2026 | Award | +14,970 | – | – | 89,882 |
| Simon, Christopher Director | May 22, 2026 | Award | +14,970 | – | – | 34,102 |
| Richard G. Kyle Director | May 22, 2026 | Award | +14,970 | – | – | 14,970 |
| Ruoxi Chen Director | May 22, 2026 | Award | +14,970 | – | – | 95,751 |
| Karen Flynn Director | May 22, 2026 | Award | +14,970 | – | – | 54,191 |
| Sean Laurence Cunningham Director | May 22, 2026 | Award | +14,970 | – | – | 95,751 |
| James Neary Director | May 22, 2026 | Award | +14,970 | – | – | 95,751 |
| Vincent K. Petrella Director | May 22, 2026 | Award | +14,970 | – | – | 95,751 |
| Kenneth D. Krause Director | May 22, 2026 | Award | +14,970 | – | – | 14,970 |
| Ann R. Klee Director | May 22, 2026 | Award | +14,970 | – | – | 140,926 |
| Warburg Pincus XI, L.P. Director, 10% owner | May 13, 2026 | Sale | −19,102,952 | $15.17 | $289.79M | 0 |
| Fund Xi/C Lp Gtcr Director, 10% owner | May 13, 2026 | Sale | −12,735,301 | $15.17 | $193.19M | 0 |
| Warburg Pincus (Cayman) XI, L.P. Director, 10% owner | May 13, 2026 | Sale | −19,102,952 | $15.17 | $289.79M | 0 |
| Alexander Dimitrief Former SVP, GC and Sec. | Mar 31, 2026 | Tax withholding | −7,941 | $14.34 | $113.87K | 312,040 |
| Co-Invest Xi Lp Gtcr Director, 10% owner | Mar 6, 2026 | Sale | −10,000,000 | $15.27 | $152.70M | 12,735,301 |
| Pincus Partners GP LLC Warburg Director, 10% owner | Mar 6, 2026 | Sale | −15,000,000 | $15.27 | $229.05M | 19,102,952 |
| Warburg Pincus Partners II, L.P. Director, 10% owner | Mar 6, 2026 | Sale | −15,000,000 | $15.27 | $229.05M | 19,102,952 |
| Jonathan M. Lyons Sr. Vice President, CFO | Mar 2, 2026 | Tax withholding | −23,988 | $15.91 | $381.65K | 177,505 |
| Jonathan M. Lyons Sr. Vice President, CFO | Mar 2, 2026 | Tax withholding | −8,240 | $15.91 | $131.10K | 169,265 |
| Jonathan M. Lyons Sr. Vice President, CFO | Mar 2, 2026 | Award | +59,355 | – | – | 228,620 |
| Jonathan M. Lyons Sr. Vice President, CFO | Mar 2, 2026 | Option exercise | +17,937 | – | – | 201,493 |
| Jonathan M. Lyons Sr. Vice President, CFO | Mar 2, 2026 | Tax withholding | −6,046 | $15.91 | $96.19K | 183,556 |
| Michael B. Petras Jr. Chairman & CEO, Director | Mar 2, 2026 | Option exercise | +89,686 | – | – | 570,835 |
| Michael B. Petras Jr. Chairman & CEO, Director | Mar 2, 2026 | Tax withholding | −79,104 | $15.91 | $1.26M | 452,179 |
| Michael B. Petras Jr. Chairman & CEO, Director | Mar 2, 2026 | Tax withholding | −39,552 | $15.91 | $629.27K | 531,283 |
| Michael B. Petras Jr. Chairman & CEO, Director | Mar 2, 2026 | Award | +240,248 | – | – | 692,427 |
| Michael B. Petras Jr. Chairman & CEO, Director | Mar 2, 2026 | Tax withholding | −40,302 | $15.91 | $641.20K | 481,149 |
| Michael B. Petras Jr. Chairman & CEO, Director | Mar 2, 2026 | Tax withholding | −31,339 | $15.91 | $498.60K | 521,451 |
| Alexander Dimitrief SVP, General Counsel and Sec. | Mar 2, 2026 | Option exercise | +16,816 | – | – | 343,600 |
| Alexander Dimitrief SVP, General Counsel and Sec. | Mar 2, 2026 | Tax withholding | −23,619 | $15.91 | $375.78K | 319,981 |
| Alexander Dimitrief SVP, General Counsel and Sec. | Mar 2, 2026 | Tax withholding | −7,941 | $15.91 | $126.34K | 326,784 |
| Michael P. Rutz President of Sterigenics | Mar 2, 2026 | Tax withholding | −4,495 | $15.91 | $71.52K | 441,980 |
| Michael P. Rutz President of Sterigenics | Mar 2, 2026 | Tax withholding | −3,729 | $15.91 | $59.33K | 446,475 |
| Michael P. Rutz President of Sterigenics | Mar 2, 2026 | Option exercise | +14,573 | – | – | 456,553 |
| Michael P. Rutz President of Sterigenics | Mar 2, 2026 | Tax withholding | −17,497 | $15.91 | $278.38K | 439,056 |
| Michael P. Rutz President of Sterigenics | Mar 2, 2026 | Award | +45,223 | – | – | 484,279 |
| Michael B. Petras Jr. Chairman & CEO, Director | Dec 8, 2025 | Sale | −39,243 | $16.45 | $645.55K | 0 |
| Michael B. Petras Jr. Chairman & CEO, Director | Dec 8, 2025 | Sale | −394,861 | $16.45 | $6.50M | 4,819,393 |
| Michael B. Petras Jr. Chairman & CEO, Director | Dec 8, 2025 | Sale | −315,896 | $16.45 | $5.20M | 552,790 |
| Fund Xi/A Lp Gtcr Director, 10% owner | Dec 3, 2025 | Sale | −6,480,000 | $16.33 | $105.82M | 22,735,301 |
| Pincus Llc Warburg Director, 10% owner | Dec 3, 2025 | Sale | −9,720,000 | $16.33 | $158.73M | 34,102,952 |
| Pincus Partners GP LLC Warburg Director, 10% owner | Dec 3, 2025 | Sale | −9,720,000 | $16.33 | $158.73M | 34,102,952 |
| Warburg Pincus Private Equity XI-C, L.P. Director, 10% owner | Nov 10, 2025 | Sale | −18,000,000 | $15.65 | $281.70M | 43,822,952 |
| Fund Xi/A Lp Gtcr Director, 10% owner | Nov 10, 2025 | Sale | −12,000,000 | $15.65 | $187.80M | 29,215,301 |
| Warburg Pincus Partners II, L.P. Director | Nov 10, 2025 | Sale | −18,000,000 | $15.65 | $281.70M | 43,822,952 |
| Warburg Pincus XI-C, LLC Director, 10% owner | Sep 5, 2025 | Sale | −12,000,000 | $15.11 | $181.32M | 61,822,952 |
| Pincus & Co. Warburg Director, 10% owner | Sep 5, 2025 | Sale | −12,000,000 | $15.11 | $181.32M | 61,822,952 |
| Investment Xi Llc Gtcr Director, 10% owner | Sep 5, 2025 | Sale | −8,000,000 | $15.11 | $120.88M | 41,215,301 |
| Michael P. Rutz President of Sterigenics | Aug 22, 2025 | Sale | −126,611 | $16.38 | $2.07M | 450,204 |
| Jonathan M. Lyons Sr. Vice President, CFO | Aug 5, 2025 | Tax withholding | −11,508 | $11.19 | $128.77K | 189,602 |
| Karen Flynn Director | May 22, 2025 | Award | +19,132 | – | – | 39,221 |
| Simon, Christopher Director | May 22, 2025 | Award | +19,132 | – | – | 19,132 |
| David E. Wheadon Director | May 22, 2025 | Award | +19,132 | – | – | 74,912 |
| Sean Laurence Cunningham Director | May 22, 2025 | Award | +19,132 | – | – | 80,781 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael B. Petras, Jr. Chairman, CEO | Aug 17, 2026 | 1,144,515 | $21.62M | Aug 17, 2026 | Executive Compensation |
| Michael P. Rutz Officer | Aug 7, 2026 | 150,000 | $2.84M | Aug 7, 2026 | RSU Vesting |
| Michael B. Petras, Jr. Chairman, CEO | Dec 8, 2025 | 750,000 | $12.56M | Dec 8, 2025 | Compensation |
| Fund Xi/C Lp Gtcr Owner | Dec 4, 2025 | 1,295,747 | $21.16M | Dec 3, 2025 | Pre-IPO Organization |
| Pincus Llc Warburg Affiliate | Dec 3, 2025 | 9,720,000 | $163.68M | Dec 3, 2025 | Private Placement - From Issuer |
| Fund Xi/A Lp Gtcr Owner | Dec 3, 2025 | 5,143,033 | $83.99M | Dec 3, 2025 | Pre-IPO Organization |
| Co-Invest Xi Lp Gtcr Owner | Dec 3, 2025 | 41,219 | $673.11K | Dec 3, 2025 | Pre-IPO Organization |
| Michael P. Rutz Officer | Aug 22, 2025 | 126,611 | $2.04M | Aug 22, 2025 | Equity Compensation |