13FPulse
SH

SHC SOTERA HEALTH CO

2026Q2 · CUSIP 83601L102 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
313
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 296 → now 313
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

313 funds held SHC at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.2B(YoY +8.2%), the P/E is 33.2x, return on equity is 24.6%. SHC has had 8 buying rushes in its history, and the price moved +22.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q1: holders=131 2021Q2: holders=132 2021Q3: holders=139 2021Q4: holders=144 2022Q1: holders=144 2022Q2: holders=174 2022Q3: holders=182 2022Q4: holders=173 2023Q1: holders=180 2023Q2: holders=177 2023Q3: holders=168 2023Q4: holders=179 2024Q1: holders=194 2024Q2: holders=205 2024Q3: holders=208 2024Q4: holders=216 2025Q1: holders=202 2025Q2: holders=223 2025Q3: holders=243 2025Q4: holders=282 2026Q1: holders=296 2026Q2: holders=313 -44 -22 +0 +22 +44 117223329 21Q121Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% -15.9% -10.6%
2025Q3 Top 20% +19.9% +14.0%
2025Q2 Top 20% +0.5% -1.0%
2024Q1 Top 20% +4.1% +32.2%
2022Q3 Top 20% +34.6% +186.6%
2022Q2 Top 5% -62.6% -64.6%
2021Q1 Top 10% +5.0% -1.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
154
Change in large funds
+5
Total value they hold
$5.1B
Funds buying for the first time
60
Funds that sold out entirely
43
Price change that quarter
+23.1%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
33.2
EPS (TTM)
$0.57
EPS YoY
+533.3%
Revenue (TTM)
$1.2B
Revenue YoY
+8.2%
Net margin
13.4%
ROE
24.6%
Debt ratio
79.9%
FCF (TTM)
$113M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.10 2021-12-31: EPS 0.12 2022-03-31: EPS 0.11 2022-06-30: EPS 0.11 2022-09-30: EPS 0.09 2022-12-31: EPS -1.14 2023-03-31: EPS 0.01 2023-06-30: EPS 0.08 2023-09-30: EPS -0.05 2023-12-31: EPS 0.14 2024-03-31: EPS 0.02 2024-06-30: EPS 0.03 2024-09-30: EPS 0.06 2024-12-31: EPS 0.05 2025-03-31: EPS -0.05 2025-06-30: EPS 0.03 2025-09-30: EPS 0.17 2025-12-31: EPS 0.12 2026-03-31: EPS 0.09 2026-06-30: EPS 0.19 0M 161M 321M $M -1.25 -0.52 0.21 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 63 13 98 184 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-390M-162M65M 2020202120222023202420252026
Latest quarter $-17M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.