DaveManuel.com · Institutional Ownership · Who Owns It
STERIS PLC (STE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
846
Reporting holders
$20.1B
Reported value
97.7%
Of shares outstanding
0.1%
Calls
0.0%
Puts
-1
Holder change
Institutions report 95,314,671 shares against 97,602,485 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.9B | 8,820,889 | 0.03% | 8q | -2.3%-$43.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 6,406,906 | 0.03% | 2q | +0.6%+$8.5M |
| STATE STREET CORP | $1.1B | 5,072,818 | 0.03% | 30q | +1.6%+$17.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 5,001,950 | 0.05% | 2q | +1.0%+$10.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $850.4M | 3,801,077 | 0.27% | 30q | -5.2%-$46.8M |
| MORGAN STANLEY | $831.8M | 3,950,067 | 0.04% | 30q | -10.1%-$93.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $737.6M | 3,502,897 | 0.13% | 11q | +21.9%+$132.6M |
| Orbis Allan Gray Ltd | $563.8M | 2,677,710 | 1.94% | 6q | +3.3%+$17.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $548.6M | 2,615,842 | 0.03% | 30q | +1.3%+$7.2M |
| GENERATION INVESTMENT MANAGEMENT LLP | $480.2M | 2,280,698 | 4.67% | 24q | -1.2%-$5.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $463.3M | 2,200,220 | 0.26% | 29q | HELD |
| Select Equity Group, L.P. | $399.0M | 1,894,646 | 1.97% | 28q | -11.6%-$52.4M |
| Jupiter Topco LLC | $397.5M | 1,887,828 | 0.16% | new | FIRST |
| PRICE T ROWE ASSOCIATES INC /MD/ | $386.2M | 1,834,238 | 0.04% | 30q | +4.0%+$15.0M |
| Invesco Ltd. | $380.3M | 1,806,187 | 0.03% | 30q | +5.7%+$20.6M |
| Boston Partners | $315.5M | 1,498,334 | 0.28% | 4q | +73.8%+$133.9M |
| GOLDMAN SACHS GROUP INC | $287.0M | 1,363,145 | 0.02% | 30q | +257.2%+$206.7M |
| AQR CAPITAL MANAGEMENT LLC | $285.8M | 1,377,297 | 0.10% | 29q | +29.8%+$65.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $256.4M | 1,217,864 | 0.11% | 6q | +134.4%+$147.1M |
| DIMENSIONAL FUND ADVISORS LP | $252.6M | 1,199,619 | 0.05% | 29q | +7.7%+$18.1M |
| NORGES BANK | $251.0M | 1,192,173 | 0.03% | 28q | -5.6%-$15.0M |
| BESSEMER GROUP INC | $219.6M | 1,042,945 | 0.30% | 30q | -0.5%-$1.2M |
| NORTHERN TRUST CORP | $194.9M | 925,623 | 0.02% | 30q | +1.9%+$3.5M |
| PRINCIPAL FINANCIAL GROUP INC | $188.6M | 895,576 | 0.09% | 30q | +0.6%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $175.8M | 835,111 | 0.01% | 30q | -9.4%-$18.3M |
| Legal & General Group Plc | $154.2M | 732,322 | 0.03% | 30q | -4.2%-$6.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $140.4M | 666,633 | 0.02% | 30q | +1.6%+$2.1M |
| Findlay Park Partners LLP | $138.5M | 657,713 | 1.87% | 14q | -2.5%-$3.6M |
| LONDON CO OF VIRGINIA | $135.1M | 641,604 | 0.77% | 24q | -4.4%-$6.2M |
| RAYMOND JAMES FINANCIAL INC | $127.0M | 603,153 | 0.03% | 7q | -41.4%-$89.8M |
| CANADA LIFE ASSURANCE Co | $124.5M | 592,211 | 0.20% | 18q | -3.0%-$3.9M |
| VANGUARD FIDUCIARY TRUST CO | $116.0M | 550,725 | 0.03% | 2q | HELD |
| ALLIANCEBERNSTEIN L.P. | $112.9M | 510,346 | 0.04% | 30q | +3.2%+$3.5M |
| DEUTSCHE BANK AG\ | $112.4M | 533,615 | 0.03% | 30q | -8.5%-$10.4M |
| Amundi | $108.1M | 513,373 | 0.03% | 21q | -33.4%-$54.3M |
| D. E. Shaw & Co., Inc. | $107.3M | 509,610 | 0.05% | 7q | +189.3%+$70.2M |
| Bank of New York Mellon Corp | $106.0M | 503,402 | 0.02% | 30q | -4.0%-$4.4M |
| JPMORGAN CHASE & CO | $104.5M | 490,014 | 0.01% | 30q | +10.5%+$9.9M |
| LOCUST WOOD CAPITAL ADVISERS, LLC | $96.0M | 455,866 | 2.31% | 14q | +14.8%+$12.4M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $89.1M | 423,135 | 0.16% | 18q | -24.0%-$28.2M |
| CITADEL ADVISORS LLC | $86.7M incl. $1.6M options CALL+PUT | 404,266 | 0.01% | 30q | +268.0%+$63.2M |
| UBS Group AG | $83.6M | 397,001 | 0.01% | 30q | -27.4%-$31.6M |
| Nuveen, LLC | $80.6M | 382,600 | 0.02% | 6q | +2.8%+$2.2M |
| Sustainable Growth Advisers, LP | $79.0M | 375,237 | 0.78% | 25q | -31.4%-$36.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $78.5M | 372,586 | 0.27% | new | NEW |
| Fenimore Asset Management Inc | $74.8M | 355,212 | 1.55% | 26q | +8.8%+$6.0M |
| Williams Jones Wealth Management, LLC. | $70.1M | 332,977 | 0.79% | 27q | -12.1%-$9.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $66.1M | 313,924 | 0.10% | 3q | +16.8%+$9.5M |
| Life Cycle Investment Partners Ltd | $63.6M | 302,017 | 0.30% | 3q | +24.7%+$12.6M |
| Boston Trust Walden Corp | $63.3M | 300,450 | 0.48% | 30q | -2.4%-$1.6M |
| Tandem Investment Advisors, Inc. | $62.7M | 297,826 | 4.20% | 16q | -24.9%-$20.8M |
| Gotham Asset Management, LLC | $62.3M | 295,898 | 0.15% | 29q | +202.9%+$41.7M |
| Swiss National Bank | $58.2M | 276,560 | 0.03% | 30q | -4.0%-$2.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $56.8M | 269,821 | 0.24% | 2q | +67.3%+$22.9M |
| DIKER MANAGEMENT LLC | $54.2M | 257,593 | 41.74% | 21q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $53.1M | 252,070 | 0.01% | 30q | -7.1%-$4.1M |
| FIRST TRUST ADVISORS LP | $51.6M | 245,031 | 0.03% | 10q | +230.0%+$36.0M |
| Pictet Asset Management Holding SA | $50.8M | 241,466 | 0.05% | 12q | -70.7%-$122.6M |
| MILLENNIUM MANAGEMENT LLC | $48.2M | 229,133 | 0.02% | 30q | +802.9%+$42.9M |
| Quantinno Capital Management LP | $46.7M | 221,887 | 0.06% | 15q | +163.1%+$29.0M |
| SG Americas Securities, LLC | $46.2M | 219,416 | 0.03% | 13q | +107.6%+$23.9M |
| CITIGROUP INC | $46.1M | 218,867 | 0.02% | 30q | +64.1%+$18.0M |
| RHUMBLINE ADVISERS | $45.8M | 217,541 | 0.03% | 30q | +1.3%+$575.5K |
| Swedbank AB | $45.7M | 217,252 | 0.04% | 7q | -4.7%-$2.3M |
| NATIXIS ADVISORS, LLC | $45.7M | 217,064 | 0.05% | 30q | +31.5%+$10.9M |
| HSBC HOLDINGS PLC | $45.2M | 214,763 | 0.02% | 15q | +21.8%+$8.1M |
| Clearbridge Investments, LLC | $44.6M | 211,969 | 0.04% | 29q | HELD |
| Vanguard Global Advisers, LLC | $44.6M | 211,869 | 0.02% | 2q | -1.1%-$516.3K |
| CAPTRUST FINANCIAL ADVISORS | $44.1M | 209,519 | 0.07% | 26q | -0.5%-$243.4K |
| Sumitomo Mitsui Trust Group, Inc. | $43.8M | 208,167 | 0.03% | 18q | HELD |
| DEARBORN PARTNERS LLC | $43.3M | 200,329 | 1.20% | 30q | +89.4%+$20.4M |
| ROYAL BANK OF CANADA | $42.5M | 201,888 | 0.01% | 30q | -1.3%-$564.1K |
| EVENTIDE ASSET MANAGEMENT, LLC | $42.1M | 199,560 | 0.56% | 25q | +2.5%+$1.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $40.3M | 191,300 | 0.03% | 2q | +12.2%+$4.4M |
| Qube Research & Technologies Ltd | $39.6M | 188,020 | 0.04% | new | NEW |
| PFA Pension, Forsikringsaktieselskab | $39.2M | 186,093 | 0.10% | new | NEW |
| SNYDER CAPITAL MANAGEMENT L P | $39.1M | 185,811 | 0.68% | 30q | +28.7%+$8.7M |
| FEDERATED HERMES, INC. | $37.6M | 178,383 | 0.05% | 30q | -7.8%-$3.2M |
| California Public Employees Retirement System | $37.3M | 176,964 | 0.02% | 30q | +2.8%+$1.0M |
| FIL Ltd | $36.1M | 171,562 | 0.03% | 19q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $36.0M | 170,967 | 0.22% | 30q | +13.7%+$4.3M |
| JONES FINANCIAL COMPANIES LLLP | $35.7M | 165,744 | 0.01% | 12q | +17.9%+$5.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $35.3M | 167,485 | 0.03% | 30q | -2.1%-$756.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $35.2M | 167,291 | 0.03% | 30q | +12.0%+$3.8M |
| BNP PARIBAS FINANCIAL MARKETS | $34.7M | 164,635 | 0.01% | 29q | +33.5%+$8.7M |
| Copeland Capital Management, LLC | $32.9M | 156,425 | 0.68% | 31q | -7.4%-$2.6M |
| Assenagon Asset Management S.A. | $32.2M | 152,880 | 0.02% | 23q | +213.0%+$21.9M |
| BARCLAYS PLC | $29.8M | 141,582 | 0.01% | 30q | -14.0%-$4.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $29.8M | 141,314 | 0.03% | 3q | -40.2%-$20.0M |
| SEB Asset Management AB | $29.4M | 139,796 | 0.11% | 2q | +0.8%+$240.9K |
| AMERIPRISE FINANCIAL INC | $26.7M | 126,801 | 0.01% | 30q | -9.2%-$2.7M |
| WELLS FARGO & COMPANY/MN | $25.5M | 121,253 | 0.00% | 30q | +2.0%+$501.4K |
| T. Rowe Price Investment Management, Inc. | $25.0M | 118,752 | 0.02% | 7q | +65.2%+$9.9M |
| HARVEY INVESTMENT CO LLC | $24.4M | 115,960 | 2.66% | 7q | +14.7%+$3.1M |
| RENAISSANCE TECHNOLOGIES LLC | $24.4M | 115,913 | 0.03% | new | NEW |
| Russell Investments Group, Ltd. | $24.0M | 113,652 | 0.02% | 30q | +31.8%+$5.8M |
| BENJAMIN EDWARDS INC | $23.8M | 113,068 | 0.22% | 30q | -14.4%-$4.0M |
| Champlain Investment Partners, LLC | $23.0M | 109,230 | 0.59% | 21q | -61.6%-$36.9M |
| TUDOR INVESTMENT CORP ET AL | $22.9M | 108,766 | 0.03% | 5q | +95.0%+$11.2M |
| Norinchukin Bank, The | $22.5M | 106,851 | 0.22% | 27q | +5.4%+$1.2M |
Showing the largest 100 of 847 reported holders. The count of 846 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-13 | 2026-10-11 | Material agreement entered | filing |
| 2026-08-06 | 2026-05-07 | Directors or officers departed or appointed | filing |
| 2026-08-05 | 2026-08-05 | Exit or disposal costs | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Sohi Mohsen | Director | Sold | 4,058 | $956.8K |
| 2026-06-04 | Carestio Daniel A | President and CEO | Sold | 3,054 | $655.5K |
| 2026-06-02 | Breeden Richard C | Director | Sold | 1,481 | $310.3K |
| 2026-06-15 | Zangerle John Adam | Sr. VP, Gen Counsel, and Sec. | Sold | 1,419 | $297.0K |
| 2026-06-05 | Carestio Daniel A | President and CEO | Sold | 1,374 | $291.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 245 | $757.3M | 3,596,639 | 28 | 80 | 67 | 0.0% |
| Q2 2026 | 846 | $20.1B | 95,314,671 | 100 | 288 | 291 | 0.1% |
| Q1 2026 | 847 | $20.9B | 94,204,220 | 72 | 255 | 335 | 0.1% |
| Q4 2025 | 899 | $23.6B | 93,282,945 | 102 | 329 | 260 | 0.1% |
| Q3 2025 | 848 | $22.9B | 92,731,855 | 96 | 310 | 262 | 0.1% |
| Q2 2025 | 838 | $22.3B | 92,574,618 | 112 | 315 | 248 | 0.4% |
| Q1 2025 | 782 | $21.0B | 92,915,487 | 90 | 273 | 269 | 0.1% |
| Q4 2024 | 766 | $18.9B | 91,789,307 | 60 | 239 | 288 | 0.1% |
| Q3 2024 | 756 | $22.8B | 95,109,211 | 71 | 227 | 284 | 0.1% |
| Q2 2024 | 747 | $21.2B | 96,577,730 | 62 | 272 | 247 | 0.1% |
| Q1 2024 | 726 | $23.4B | 104,472,360 | 64 | 268 | 223 | 0.1% |
| Q4 2023 | 706 | $21.7B | 98,913,295 | 49 | 240 | 237 | 0.2% |
| Q3 2023 | 680 | $20.4B | 92,747,941 | 66 | 222 | 238 | 0.3% |
| Q2 2023 | 655 | $20.8B | 92,797,523 | 81 | 199 | 227 | 0.2% |
| Q1 2023 | 617 | $17.9B | 93,861,600 | 65 | 204 | 204 | 0.1% |
| Q4 2022 | 644 | $17.2B | 92,793,675 | 70 | 169 | 278 | 0.2% |
| Q3 2022 | 616 | $42.1B | 252,647,642 | 57 | 236 | 203 | 0.1% |
| Q2 2022 | 649 | $51.7B | 250,870,414 | 81 | 200 | 220 | 0.1% |
| Q1 2022 | 628 | $55.6B | 230,227,328 | 57 | 185 | 234 | 0.1% |
| Q4 2021 | 638 | $36.4B | 150,083,610 | 57 | 214 | 190 | 0.1% |
| Q3 2021 | 617 | $72.4B | 354,751,095 | 50 | 199 | 213 | 0.0% |
| Q2 2021 | 617 | $64.4B | 312,719,757 | 82 | 250 | 158 | 0.1% |
| Q1 2021 | 577 | $28.5B | 149,652,703 | 48 | 201 | 183 | 0.1% |
| Q4 2020 | 602 | $28.3B | 149,074,708 | 62 | 193 | 189 | 0.1% |
| Q3 2020 | 562 | $22.9B | 129,626,045 | 53 | 203 | 176 | 0.1% |
| Q2 2020 | 565 | $18.7B | 121,358,115 | 83 | 209 | 183 | 0.3% |
| Q1 2020 | 542 | $23.7B | 169,244,858 | 102 | 178 | 187 | 0.1% |
| Q4 2019 | 504 | $24.6B | 161,307,809 | 60 | 155 | 186 | 0.1% |
| Q3 2019 | 469 | $32.3B | 223,616,465 | 69 | 146 | 168 | 0.0% |
| Q2 2019 | 449 | $15.7B | 105,696,818 | 102 | 130 | 140 | 0.1% |
| Q1 2019 | 403 | $13.1B | 102,224,675 | 393 | 2 | 1 | 0.1% |
| Q4 2018 | 403 | $21.2B | 198,441,674 | 7 | 9 | 7 | 0.0% |