STERIS Ownership 2024 | Who Owns STERIS Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

96.13%

Insider Ownership

0.29%

Retail Ownership

3.58%

Institutional Holders

730.00

STERIS Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.15%0.05%12,001,814162,1621.37%2,634,878,246Jun 30, 2024
BLACKROCK INC.9.30%0.05%9,187,691-639,341-6.51%2,017,065,750Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/6.52%0.43%6,442,805778,61313.75%1,414,453,411Jun 30, 2024
WCM INVESTMENT MANAGEMENT, LLC4.76%2.41%4,705,958-31,242-0.66%1,018,557,480Jun 30, 2024
STATE STREET CORP4.12%0.04%4,069,114-49,026-1.19%893,333,288,000Jun 30, 2024
MORGAN STANLEY3.80%0.06%3,749,278-136,180-3.50%823,117,224Jun 30, 2024
APG ASSET MANAGEMENT N.V.3.74%1.35%3,696,562-36,205-0.97%757,213,176Jun 30, 2024
GENERATION INVESTMENT MANAGEMENT LLP2.98%3.11%2,940,108799,34837.34%645,471,310Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.31%0.04%2,286,61839,6201.76%500,636,539Jun 30, 2024
JANUS HENDERSON GROUP PLC1.71%0.20%1,688,189-313,017-15.64%370,624,404Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.52%0.11%1,500,143243,60219.39%329,341,394Jun 30, 2024
SUSTAINABLE GROWTH ADVISERS, LP1.48%1.36%1,463,328-22,250-1.50%321,259,029Jun 30, 2024
NORTHERN TRUST CORP1.18%0.04%1,162,71048,9014.39%255,261,354,000Jun 30, 2024
NORGES BANK1.17%0.04%1,155,9841,155,984100.00%253,784,727Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC1.16%1.03%1,150,517263,38329.69%251,663,312Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.13%0.28%1,118,333-86,784-7.20%245,453,228Jun 30, 2024
BESSEMER GROUP INC1.13%0.43%1,116,574156,35516.28%245,132,000Jun 30, 2024
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.1.06%0.28%1,050,42941,2724.09%230,611,183Jun 30, 2024
BANK OF AMERICA CORP /DE/1.04%0.02%1,028,98048,1614.91%225,902,299Jun 30, 2024
JPMORGAN CHASE & CO1.03%0.02%1,018,972-48,772-4.57%223,705,204Jun 30, 2024

STERIS's largest institutional shareholder is VANGUARD GROUP INC, holding 12.15% of the company's total share outstanding, currently valued at $2.63B. The top 10 institutional shareholders own together 51.39% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DIKER MANAGEMENT LLC0.27%50.07%269,146-226-0.08%59,088,315Jun 30, 2024
CADEN CAPITAL PARTNERS, LP0.12%9.02%113,63926,69630.71%24,948,306Jun 30, 2024
KABOUTER MANAGEMENT, LLC0.01%8.01%8,440-3,210-27.55%1,826,754Jun 30, 2024
BANCREEK CAPITAL MANAGEMENT, LP0.03%4.94%28,8294061.43%6,329,119Jun 30, 2024
GENERATION INVESTMENT MANAGEMENT LLP2.98%3.11%2,940,108799,34837.34%645,471,310Jun 30, 2024
SPEECE THORSON CAPITAL GROUP INC0.07%3.02%67,301-1,208-1.76%14,775,000Jun 30, 2024
LOCUST WOOD CAPITAL ADVISERS, LLC0.34%2.63%334,52653,60019.08%73,441,829Jun 30, 2024
KNOWLEDGE LEADERS CAPITAL, LLC0.01%2.62%5,034-258-4.88%1,105,164Jun 30, 2024
STONE RUN CAPITAL, LLC0.03%2.47%28,205-1,550-5.21%6,192,126Jun 30, 2024
WCM INVESTMENT MANAGEMENT, LLC4.76%2.41%4,705,958-31,242-0.66%1,018,557,480Jun 30, 2024
THEMATICS ASSET MANAGEMENT0.25%2.25%250,610--55,018,919Jun 30, 2024
HFR WEALTH MANAGEMENT, LLC0.04%2.22%39,8253490.88%8,743,181Jun 30, 2024
MCCOLLUM CHRISTOFERSON GROUP LLC0.03%2.13%32,615-959-2.86%7,160,297Jun 30, 2024
VILLERE ST DENIS J & CO LLC0.11%2.08%112,149-1,925-1.69%24,621,191Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC0.77%2.00%764,893-104,003-11.97%167,924,609Jun 30, 2024
BLUE ZONE WEALTH ADVISORS, LLC0.02%1.86%24,533-404-1.62%5,385,975Jun 30, 2024
LAFLEUR & GODFREY LLC0.06%1.86%57,7134000.70%12,670,313Jun 30, 2024
CARDEROCK CAPITAL MANAGEMENT INC0.03%1.83%31,9294,29215.53%7,009,693Jun 30, 2024
PREMIER FUND MANAGERS LTD0.20%1.74%200,000--43,284,000Jun 30, 2024
RUNNING OAK CAPITAL LLC0.05%1.67%49,8283,6837.98%10,939,239Jun 30, 2024

The largest STERIS shareholder by % of total assets is DIKER MANAGEMENT LLC. The company owns 269.15K shares of STERIS (STE), representing 50.07% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.17%0.04%1,155,9841,155,984100.00%253,784,727Jun 30, 2024
GENERATION INVESTMENT MANAGEMENT LLP2.98%3.11%2,940,108799,34837.34%645,471,310Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/6.52%0.43%6,442,805778,61313.75%1,414,453,411Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.92%0.06%912,753389,64974.49%200,385,795Jun 30, 2024
FRANKLIN RESOURCES INC0.31%0.02%309,261285,1421182.23%67,895,160Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC1.16%1.03%1,150,517263,38329.69%251,663,312Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.27%0.04%270,311257,1011946.26%59,344,077Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.52%0.11%1,500,143243,60219.39%329,341,394Jun 30, 2024
VANGUARD GROUP INC12.15%0.05%12,001,814162,1621.37%2,634,878,246Jun 30, 2024
BESSEMER GROUP INC1.13%0.43%1,116,574156,35516.28%245,132,000Jun 30, 2024
INVESCO LTD.0.88%0.04%872,461113,36914.93%191,540,121Jun 30, 2024
TWINBEECH CAPITAL LP0.11%0.46%105,565105,565100.00%23,175,740Jun 30, 2024
0.10%0.65%103,323103,323100.00%22,683,301Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.85%0.05%840,19495,41212.81%184,438,804Jun 30, 2024
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP0.26%0.34%255,92573,82940.54%56,185,775Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.09%0.24%85,44272,002535.73%18,757,937Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.06%0.03%54,58054,580100.00%11,982,493Jun 30, 2024
LOCUST WOOD CAPITAL ADVISERS, LLC0.34%2.63%334,52653,60019.08%73,441,829Jun 30, 2024
NORTHERN TRUST CORP1.18%0.04%1,162,71048,9014.39%255,261,354,000Jun 30, 2024
BANK OF AMERICA CORP /DE/1.04%0.02%1,028,98048,1614.91%225,902,299Jun 30, 2024

As of Jun 30 2024, STERIS's largest institutional buyer is NORGES BANK. The company purchased 1.16M stocks of STE, valued at $253.78M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PRICE T ROWE ASSOCIATES INC /MD/0.43%0.01%421,162-1,317,468-75.78%92,463,000Jun 30, 2024
BLACKROCK INC.9.30%0.05%9,187,691-639,341-6.51%2,017,065,750Jun 30, 2024
SANDS CAPITAL MANAGEMENT, LLC----409,845-100.00%-Jun 30, 2024
JANUS HENDERSON GROUP PLC1.71%0.20%1,688,189-313,017-15.64%370,624,404Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.07%0.02%69,037-136,973-66.49%15,156,000Jun 30, 2024
MORGAN STANLEY3.80%0.06%3,749,278-136,180-3.50%823,117,224Jun 30, 2024
FIL LTD0.54%0.12%531,042-106,771-16.74%116,584,961Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC0.77%2.00%764,893-104,003-11.97%167,924,609Jun 30, 2024
KEYBANK NATIONAL ASSOCIATION/OH0.07%0.06%71,613-103,945-59.21%15,721,924Jun 30, 2024
UBS GROUP AG0.19%0.01%191,474-91,325-32.29%42,036,203Jun 30, 2024
FMR LLC0.09%0.00%90,790-89,011-49.51%19,932,109Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.13%0.28%1,118,333-86,784-7.20%245,453,228Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.02%0.03%21,953-67,161-75.37%4,819,562Jun 30, 2024
AMUNDI0.39%0.03%386,701-64,024-14.20%84,061,064Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.01%0.00%14,742-50,698-77.47%3,236,459Jun 30, 2024
STATE STREET CORP4.12%0.04%4,069,114-49,026-1.19%893,333,288,000Jun 30, 2024
JPMORGAN CHASE & CO1.03%0.02%1,018,972-48,772-4.57%223,705,204Jun 30, 2024
WHITTIER TRUST CO0.01%0.02%5,340-44,139-89.21%1,172,330Jun 30, 2024
AMERIPRISE FINANCIAL INC0.21%0.01%203,342-40,113-16.48%44,644,460Jun 30, 2024
JENNISON ASSOCIATES LLC0.10%0.01%94,388-36,314-27.78%20,721,905Jun 30, 2024

As of Jun 30 2024, STERIS's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -1.32M shares of STE, valued at $92.46M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.17%0.04%1,155,9841,155,984100.00%253,784,727Jun 30, 2024
TWINBEECH CAPITAL LP0.11%0.46%105,565105,565100.00%23,175,740Jun 30, 2024
0.10%0.65%103,323103,323100.00%22,683,301Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.06%0.03%54,58054,580100.00%11,982,493Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.03%0.05%25,74325,743100.00%5,651,618Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.03%25,70825,708100.00%5,643,934Jun 30, 2024
ENGINEERS GATE MANAGER LP0.02%0.11%22,12022,120100.00%4,856,225Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.01%13,64013,640100.00%2,994,525Jun 30, 2024
BDF-GESTION0.01%0.25%12,04512,045100.00%2,644,359Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.01%0.03%10,12910,129100.00%2,224,000Jun 30, 2024
MAGNOLIA CAPITAL ADVISORS LLC0.01%0.23%7,6697,669100.00%719,777Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.04%7,6237,623100.00%1,673,553Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.03%7,1207,120100.00%1,563,125Jun 30, 2024
D. E. SHAW & CO., INC.0.01%0.00%5,2985,298100.00%1,163,123Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.01%5,1295,129100.00%1,126,021Jun 30, 2024
PURA VIDA INVESTMENTS, LLC0.01%0.69%5,0005,000100.00%1,097,700Jun 30, 2024
LRT CAPITAL MANAGEMENT, LLC0.01%1.02%4,9194,919100.00%1,079,917Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.00%0.11%4,6524,652100.00%1,021,300Jun 30, 2024
STRATEGIC WEALTH INVESTMENT GROUP, LLC0.00%0.12%4,3924,392100.00%959,828Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.00%0.05%4,3624,362100.00%957,633Jun 30, 2024
0.00%0.12%3,9183,918100.00%934,297Jun 30, 2024
PEARL RIVER CAPITAL, LLC0.00%0.13%3,5853,585100.00%787,051Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.00%0.01%3,5253,525100.00%773,987Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.00%0.00%3,3523,352100.00%735,898Jun 30, 2024
KNOLLWOOD INVESTMENT ADVISORY, LLC0.00%0.07%2,7742,774100.00%609,004Jun 30, 2024
WOLVERINE TRADING, LLC0.00%0.00%2,5002,500100.00%548,850Jun 30, 2024
CRANBROOK WEALTH MANAGEMENT, LLC0.00%0.11%2,0692,069100.00%454,229Jun 30, 2024
ALPHA CUBED INVESTMENTS, LLC0.00%0.02%2,0002,000100.00%439,080Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC0.00%0.05%1,9531,953100.00%428,762Jun 30, 2024
QTRON INVESTMENTS LLC0.00%0.06%1,8731,873100.00%411,198Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.00%0.07%1,8571,857100.00%407,686Jun 30, 2024
IA GLOBAL ASSET MANAGEMENT INC.0.00%0.00%1,8291,829100.00%402,000Jun 30, 2024
CYNOSURE MANAGEMENT, LLC0.00%0.06%1,7421,742100.00%382,439Jun 30, 2024
GENTRUST, LLC0.00%0.02%1,6261,626100.00%356,972Jun 30, 2024
MQS MANAGEMENT LLC0.00%0.19%1,4351,435100.00%315,040Jun 30, 2024
DYNASTY WEALTH MANAGEMENT, LLC0.00%0.01%1,0411,041100.00%228,588Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.00%0.00%1,0391,039100.00%227,000Jun 30, 2024
JOURNEY STRATEGIC WEALTH LLC0.00%0.01%977977100.00%214,499Jun 30, 2024
WESTPAC BANKING CORP0.00%0.02%956956100.00%209,880Jun 30, 2024
HB WEALTH MANAGEMENT, LLC0.00%0.00%931931100.00%204,392Jun 30, 2024
HENGEHOLD CAPITAL MANAGEMENT LLC0.00%0.02%931931100.00%204,392Jun 30, 2024
BALLENTINE PARTNERS, LLC0.00%0.00%928928100.00%203,645Jun 30, 2024
BUCKINGHAM STRATEGIC PARTNERS0.00%0.01%916916100.00%201,099Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.10%615615100.00%135,164Jun 30, 2024
ORG PARTNERS LLC0.00%0.01%346346100.00%75,612,000Jun 30, 2024
MASCOMA WEALTH MANAGEMENT LLC0.00%0.02%280280100.00%61,471Jun 30, 2024
0.00%0.04%280280100.00%61,471Jun 30, 2024
AMERICAN NATIONAL BANK0.00%0.01%241241100.00%52,909Jun 30, 2024
MIZUHO BANK, LTD.0.00%0.01%240240100.00%52,690Jun 30, 2024
ISTHMUS PARTNERS, LLC0.00%0.03%200200100.00%298,062Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC0.00%0.01%9191100.00%19,978Jun 30, 2024
CORECAP ADVISORS, LLC0.00%0.00%7272100.00%15,807Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%6666100.00%14,490Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC0.00%0.00%6565100.00%14,000Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%4040100.00%8,782Jun 30, 2024
WEBSTER BANK, N. A.-0.00%3939100.00%8,562Jun 30, 2024
PINERIDGE ADVISORS LLC-0.00%1919100.00%4,171Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%1717100.00%3,732Jun 30, 2024
SOUTHSTATE CORP-0.00%1616100.00%3,513Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC-0.00%99100.00%1,976Jun 30, 2024
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC-0.00%66100.00%1,317Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC-0.00%33100.00%674Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC-0.00%11100.00%220Jun 30, 2024

STERIS's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.16M shares, valued at $253.78M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SANDS CAPITAL MANAGEMENT, LLC----409,845-100.00%-Jun 30, 2024
PEAPACK GLADSTONE FINANCIAL CORP----30,897-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----26,383-100.00%-Jun 30, 2024
GLOBAL ASSETS ADVISORY, LLC----25,418-100.00%-Jun 30, 2024
MCKINLEY CAPITAL MANAGEMENT LLC----18,270-100.00%-Jun 30, 2024
STANLEY-LAMAN GROUP, LTD.----17,413-100.00%-Jun 30, 2024
INCEPTIONR LLC----9,163-100.00%-Jun 30, 2024
INVERA WEALTH ADVISORS, LLC----7,061-100.00%-Jun 30, 2024
HILTON CAPITAL MANAGEMENT, LLC----6,779-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----5,119-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----5,000-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----4,458-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,985-100.00%-Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN----3,829-100.00%-Jun 30, 2024
LECAP ASSET MANAGEMENT LTD----3,621-100.00%-Jun 30, 2024
EAGLE ASSET MANAGEMENT INC----3,530-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----3,431-100.00%-Jun 30, 2024
ISAM FUNDS (UK) LTD----3,225-100.00%-Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP----2,946-100.00%-Jun 30, 2024
ENTROPY TECHNOLOGIES, LP----2,387-100.00%-Jun 30, 2024
PDT PARTNERS, LLC----2,200-100.00%-Jun 30, 2024
BAKER TILLY WEALTH MANAGEMENT, LLC----2,121-100.00%-Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP----2,116-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----1,900-100.00%-Jun 30, 2024
REVISOR WEALTH MANAGEMENT LLC----1,600-100.00%-Jun 30, 2024
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.----1,447-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----1,343-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----1,288-100.00%-Jun 30, 2024
GUARDIAN CAPITAL LP----1,272-100.00%-Jun 30, 2024
ARISTIDES CAPITAL LLC----1,123-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----1,020-100.00%-Jun 30, 2024
SAVANT CAPITAL, LLC----964-100.00%-Jun 30, 2024
RICE PARTNERSHIP, LLC----935-100.00%-Jun 30, 2024
FLPUTNAM INVESTMENT MANAGEMENT CO----934-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----900-100.00%-Jun 30, 2024
TRUST POINT INC.----899-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----695-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----603-100.00%-Jun 30, 2024
ACCORDANT ADVISORY GROUP INC----308-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----300-100.00%-Jun 30, 2024
EXCHANGE TRADED CONCEPTS, LLC----166-100.00%-Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC----35-100.00%-Jun 30, 2024
PISCATAQUA SAVINGS BANK----20-100.00%-Jun 30, 2024
CULLEN/FROST BANKERS, INC.----8-100.00%-Jun 30, 2024
ARCHER INVESTMENT CORP----5-100.00%-Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.----2-100.00%-Jun 30, 2024

STERIS's largest sold out institutional shareholder by shares sold is SANDS CAPITAL MANAGEMENT, LLC, sold -0.41M shares, valued at -, as of undefined.

STERIS Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Fiera Capital Series Trust1.14%22,670--Jun 30, 2023
MFS SERIES TRUST IV0.34%1,175,159645,518121.88%Feb 29, 2024
Value Line Mid Cap Focused Fund, Inc.0.29%245,100232,4001829.92%Mar 31, 2024
HSBC FUNDS0.25%8,145--Jan 31, 2024
PIONEER MID CAP VALUE FUND0.21%36,626--Jan 31, 2024
Copeland Trust0.19%10,9312,47729.30%Feb 29, 2024
Siren ETF Trust0.18%6,823--Mar 31, 2024
NICHOLAS II, INC0.17%82,515--Dec 31, 2023
NICHOLAS Ltd EDITION, INC.0.14%46,000--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.13%68,601--Mar 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.0.11%14,000--Dec 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.09%1,724,000--Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS I0.09%2,050-6,918-77.14%Jan 31, 2023
NEIMAN FUNDS0.07%11,600--Mar 31, 2024
FENIMORE ASSET MANAGEMENT TRUST0.06%75,80023,80045.77%Dec 31, 2023
Monteagle Funds0.05%2,150--Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.05%115,000--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%5,948,000--Mar 31, 2024
COLUMBIA ACORN TRUST0.04%133,292--Mar 31, 2024
ALLSPRING MASTER TRUST0.04%2,520,000--Feb 29, 2024
VANGUARD EXPLORER FUND0.03%405,52870,17220.92%Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.03%820,15711,6051.44%Mar 31, 2024
BlackRock Health Sciences Trust0.03%7,9237,982-13528.81%Mar 31, 2024
Index Funds0.03%254-6-2.31%Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.03%1,840--Feb 29, 2024
ETF Series Solutions0.03%573,300--Jan 31, 2024
Engine No. 1 ETF Trust0.02%1,426-32-2.19%Jan 31, 2024
Collaborative Investment Series Trust0.02%3,714--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.02%710,223-9,361-1.30%Mar 31, 2024
LORD ASSET MANAGEMENT TRUST0.02%835--Oct 31, 2022
Gateway Trust0.02%45,63744,7264909.55%Mar 31, 2024
VANGUARD INDEX FUNDS0.02%9,447,63213,3780.14%Mar 31, 2024
RMB INVESTORS TRUST0.02%9,864--Dec 31, 2023
Value Line Small Cap Opportunities Fund, Inc.0.02%5,574--Mar 31, 2024
REYNOLDS FUNDS INC0.02%200--Mar 31, 2024
BUFFALO FUNDS0.02%114,290--Mar 31, 2024
SCHRODER GLOBAL SERIES TRUST0.01%29-6,895-99.58%Jan 31, 2021
Nushares ETF Trust0.01%101,1978,8149.54%Jan 31, 2024
SYNTAX ETF TRUST0.01%422--Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.01%57,721--Mar 31, 2024
BlackRock Health Sciences Trust II0.01%29,94029,969-103341.38%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,404-165-6.42%Mar 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.01%220,011--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.01%569,3092,2710.40%Jan 31, 2024
EATON VANCE GROWTH TRUST0.01%107,209--Mar 31, 2024
Pacer Funds Trust0.01%457,105--Jan 31, 2024
BOSTON TRUST WALDEN FUNDS0.01%22,4305302.42%Mar 28, 2024
VANGUARD ADMIRAL FUNDS0.01%33,73611,29850.35%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%46,8246541.42%Jan 31, 2024
VALUED ADVISERS TRUST0.01%7,200--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.01%552,83499,72622.01%Jan 31, 2024
TIMOTHY PLAN0.01%26,751-235-0.87%Mar 31, 2024
JANUS INVESTMENT FUND0.00%1,494,641-46,899-3.04%Dec 31, 2023
Nuveen S&P 500 BuyWrite Income Fund0.00%3,183--Mar 31, 2024
STONE RIDGE TRUST0.00%109,700--Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%84,847--Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%106,536--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%39,596--Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%155,609-1,693-1.08%Mar 31, 2024
CARILLON SERIES TRUST0.00%157,519--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%26,415-74-0.28%Mar 28, 2024
SEI Catholic Values Trust0.00%6,4001,79438.95%Feb 29, 2024
GPS Funds I0.00%12,204--Mar 31, 2024
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)0.00%30,000--Jan 31, 2024
Catholic Responsible Investments Funds0.00%77,8877,50110.66%Jan 31, 2024
TOUCHSTONE STRATEGIC TRUST0.00%122,774--Mar 31, 2024
Segall Bryant & Hamill Trust0.00%35,78122,093161.40%Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%26,754-391,057-93.60%Jan 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%10,100-84,600-89.33%Feb 29, 2024
MFS SERIES TRUST IV0.00%5,930-66,770-91.84%Feb 29, 2024
VANGUARD WORLD FUND0.00%406,7524,0601.01%Feb 29, 2024
Innovator ETFs Trust0.00%6,541--Jan 31, 2024
JANUS ASPEN SERIES0.00%65,584-6,178-8.61%Dec 31, 2023
Columbia Funds Variable Series Trust II0.00%47,877-1,664-3.36%Mar 31, 2024
GREEN CENTURY FUNDS0.00%2,704351.31%Jan 31, 2024
Investment Managers Series Trust0.00%1,940,818-47,436-2.39%Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%6,300--Mar 31, 2024
PRINCIPAL VARIABLE CONTRACTS FUNDS INC0.00%51,545-564-1.08%Mar 31, 2024
VANGUARD WHITEHALL FUNDS0.00%107,2541,9211.82%Jan 31, 2024
Forethought Variable Insurance Trust0.00%4,724--Mar 28, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%2,190--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%2,35433916.82%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%16,925--Jan 31, 2024
Capitol Series Trust0.00%6,800--Jan 31, 2024
Advisors Preferred Trust0.00%4,721--Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%44,515--Feb 29, 2024
Advisors' Inner Circle Fund II0.00%525,000--Jan 31, 2024
PIONEER VARIABLE CONTRACTS TRUST /MA/0.00%13,345--Mar 28, 2024
DOMINI INVESTMENT TRUST0.00%3,300--Jan 31, 2024
LoCorr Investment Trust0.00%13,700--Mar 31, 2024
Horizon Funds0.00%1,059--Feb 29, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%2,664--Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%336-2-0.59%Sep 30, 2023
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%2355530.56%Sep 30, 2020
VICTORY VARIABLE INSURANCE FUNDS0.00%213-9-4.05%Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%26,228-219,972-89.35%Mar 31, 2024
Managed Portfolio Series0.00%8,678--Jan 31, 2024
STONE RIDGE TRUST0.00%9,025--Jan 31, 2024
VICTORY PORTFOLIOS0.00%11,208-1,491-11.74%Mar 31, 2024
SHELTON FUNDS0.00%603--Feb 29, 2024

STERIS's largest mutual fund holder by % of total assets is "Fiera Capital Series Trust", owning 22.67K shares, compromising 1.14% of its total assets.

STERIS Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24730-
31 Mar, 247302.53%
31 Dec, 237123.94%
30 Sep, 236853.63%
30 Jun, 236616.44%
31 Mar, 23621-3.72%
31 Dec, 226452.22%
30 Sep, 22631-5.26%
30 Jun, 226663.10%
31 Mar, 22646-1.82%
31 Dec, 216583.13%
30 Sep, 216381.27%
30 Jun, 216306.60%
31 Mar, 21591-4.37%
31 Dec, 206187.85%
30 Sep, 20573-1.21%
30 Jun, 205806.03%
31 Mar, 205476.63%
31 Dec, 195137.10%
30 Sep, 194796.21%
30 Jun, 1945112.19%
31 Mar, 1940240100.00%
31 Dec, 181-
31 Mar, 161-
31 Mar, 151-
30 Sep, 111-

As of 30 Jun 24, 730 institutions are holding STERIS's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2494,959,0170.96%
31 Mar, 2494,057,6100.35%
31 Dec, 2393,725,8672.83%
30 Sep, 2391,149,382-1.41%
30 Jun, 2392,449,400-1.02%
31 Mar, 2393,399,7631.17%
31 Dec, 2292,322,497-0.70%
30 Sep, 2292,974,9740.59%
30 Jun, 2292,433,017-0.46%
31 Mar, 2292,855,6421.85%
31 Dec, 2191,168,2401.10%
30 Sep, 2190,179,707-1.45%
30 Jun, 2191,511,05912.83%
31 Mar, 2181,105,1606.27%
31 Dec, 2076,317,782-1.58%
30 Sep, 2077,542,6061.12%
30 Jun, 2076,686,6671.71%
31 Mar, 2075,400,2801.99%
31 Dec, 1973,927,488-0.07%
30 Sep, 1973,979,403-1.10%
30 Jun, 1974,799,9375.52%
31 Mar, 1970,885,54127020.56%
31 Dec, 18261,372-
31 Mar, 16228-
31 Mar, 1518,500-
30 Sep, 113,363-

STERIS (STE) has 94.96M shares outstanding as of 30 Jun 24, up 0.96% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2496.13%1.06%
31 Mar, 2495.21%1.06%
31 Dec, 2394.86%1.11%
30 Sep, 2392.27%1.05%
30 Jun, 2393.66%1.05%
31 Mar, 2394.29%1.10%
31 Dec, 2292.59%1.07%
30 Sep, 2293.00%1.09%
30 Jun, 2292.36%1.07%
31 Mar, 2292.76%1.12%
31 Dec, 2191.13%1.12%
30 Sep, 2190.32%0.88%
30 Jun, 21101.51%1.12%
31 Mar, 2195.19%1.19%
31 Dec, 2089.44%1.08%
30 Sep, 2091.04%1.12%
30 Jun, 2090.26%1.14%
31 Mar, 2088.82%1.17%
31 Dec, 1987.19%1.15%
30 Sep, 1987.25%1.12%
30 Jun, 1988.38%1.26%
31 Mar, 1983.81%87673.64%
31 Dec, 180.31%-
31 Mar, 160.00%-
31 Mar, 150.03%-
30 Sep, 110.01%-

As of 30 Jun 24, STERIS is held by 96.13% institutional shareholders, representing a 1.06% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24342-4.74%
31 Mar, 243595.59%
31 Dec, 233409.32%
30 Sep, 23311-0.96%
30 Jun, 233144.32%
31 Mar, 233016.74%
31 Dec, 22282-11.32%
30 Sep, 223181.60%
30 Jun, 2231313.82%
31 Mar, 22275-18.64%
31 Dec, 2133823.36%
30 Sep, 21274-23.25%
30 Jun, 2135729.35%
31 Mar, 21276-6.12%
31 Dec, 202943.89%
30 Sep, 20283-6.29%
30 Jun, 203024.50%
31 Mar, 2028914.68%
31 Dec, 192528.62%
30 Sep, 19232-4.53%
30 Jun, 19243-38.64%
31 Mar, 1939639500.00%
31 Dec, 181-
31 Mar, 161-
31 Mar, 151-
30 Sep, 111-

342 institutional shareholders have increased their position in STE stock as of 30 Jun 24 compared to 359 in the previous quarter (a -4.74% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2426310.97%
31 Mar, 24237-7.78%
31 Dec, 23257-
30 Sep, 232577.08%
30 Jun, 232405.73%
31 Mar, 23227-18.64%
31 Dec, 2227925.68%
30 Sep, 22222-7.50%
30 Jun, 22240-3.23%
31 Mar, 2224820.39%
31 Dec, 21206-12.71%
30 Sep, 2123643.03%
30 Jun, 21165-17.09%
31 Mar, 21199-5.69%
31 Dec, 2021111.64%
30 Sep, 20189-5.50%
30 Jun, 202003.09%
31 Mar, 20194-1.02%
31 Dec, 1919612.00%
30 Sep, 1917517.45%
30 Jun, 1914914800.00%
31 Mar, 191-
31 Dec, 18--
31 Mar, 16--
31 Mar, 15--
30 Sep, 11--

263 institutional shareholders have reduced their position in STE stock as of 30 Jun 24 compared to 237 in the previous quarter (a 10.97% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24730-94,959,0170.96%96.13%1.06%342-4.74%26310.97%
31 Mar, 247302.53%94,057,6100.35%95.21%1.06%3595.59%237-7.78%
31 Dec, 237123.94%93,725,8672.83%94.86%1.11%3409.32%257-
30 Sep, 236853.63%91,149,382-1.41%92.27%1.05%311-0.96%2577.08%
30 Jun, 236616.44%92,449,400-1.02%93.66%1.05%3144.32%2405.73%
31 Mar, 23621-3.72%93,399,7631.17%94.29%1.10%3016.74%227-18.64%
31 Dec, 226452.22%92,322,497-0.70%92.59%1.07%282-11.32%27925.68%
30 Sep, 22631-5.26%92,974,9740.59%93.00%1.09%3181.60%222-7.50%
30 Jun, 226663.10%92,433,017-0.46%92.36%1.07%31313.82%240-3.23%
31 Mar, 22646-1.82%92,855,6421.85%92.76%1.12%275-18.64%24820.39%
31 Dec, 216583.13%91,168,2401.10%91.13%1.12%33823.36%206-12.71%
30 Sep, 216381.27%90,179,707-1.45%90.32%0.88%274-23.25%23643.03%
30 Jun, 216306.60%91,511,05912.83%101.51%1.12%35729.35%165-17.09%
31 Mar, 21591-4.37%81,105,1606.27%95.19%1.19%276-6.12%199-5.69%
31 Dec, 206187.85%76,317,782-1.58%89.44%1.08%2943.89%21111.64%
30 Sep, 20573-1.21%77,542,6061.12%91.04%1.12%283-6.29%189-5.50%
30 Jun, 205806.03%76,686,6671.71%90.26%1.14%3024.50%2003.09%
31 Mar, 205476.63%75,400,2801.99%88.82%1.17%28914.68%194-1.02%
31 Dec, 195137.10%73,927,488-0.07%87.19%1.15%2528.62%19612.00%
30 Sep, 194796.21%73,979,403-1.10%87.25%1.12%232-4.53%17517.45%
30 Jun, 1945112.19%74,799,9375.52%88.38%1.26%243-38.64%14914800.00%
31 Mar, 1940240100.00%70,885,54127020.56%83.81%87673.64%39639500.00%1-
31 Dec, 181-261,372-0.31%-1---
31 Mar, 161-228-0.00%-1---
31 Mar, 151-18,500-0.03%-1---
30 Sep, 111-3,363-0.01%-1---

STERIS Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024HOLLAND CHRISTOPHER Sdirector-S-SaleSell473$239.68$113.37K582

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024HOLLAND CHRISTOPHER Sdirector-S-SaleSell473$239.68$113.37K582

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024Steeves Richard Martindirector-A-AwardBuy358--9,063
Aug 12, 2024Steeves Richard Martindirector-A-AwardBuy495--8,705
Aug 12, 2024Steeves Richard Martindirector-A-AwardBuy175$239.68$41.94K1,564
Aug 12, 2024Steeves Richard Martindirector-A-AwardBuy1,389$239.68$332.92K1,389
Aug 12, 2024Sohi Mohsendirector-A-AwardBuy95--6,151
Aug 12, 2024Sohi Mohsendirector-A-AwardBuy783--6,056
Aug 12, 2024Sohi Mohsendirector-A-AwardBuy2,197$239.68$526.58K2,197
Aug 12, 2024Shah Nirav Rdirector-A-AwardBuy494--6,016
Aug 12, 2024Shah Nirav Rdirector-A-AwardBuy1,388$239.68$332.68K1,388
Aug 12, 2024Martin Paul Edwarddirector-A-AwardBuy494--4,075
Aug 12, 2024Martin Paul Edwarddirector-A-AwardBuy1,388$239.68$332.68K1,388
Aug 12, 2024KOSECOFF JACQUELINE Bdirector-A-AwardBuy442--6,988
Aug 12, 2024KOSECOFF JACQUELINE Bdirector-A-AwardBuy494--6,546
Aug 12, 2024KOSECOFF JACQUELINE Bdirector-A-AwardBuy1,388$239.68$332.68K1,388
Aug 12, 2024HOLLAND CHRISTOPHER Sdirector-A-AwardBuy988$239.68$236.80K1,055
Aug 12, 2024HOLLAND CHRISTOPHER Sdirector-S-SaleSell473$239.68$113.37K582
Aug 12, 2024FELDMANN CYNTHIA Ldirector-A-AwardBuy494--7,641
Aug 12, 2024FELDMANN CYNTHIA Ldirector-A-AwardBuy1,388$239.68$332.68K1,388
Aug 12, 2024Breeden Richard Cdirector-A-AwardBuy358--18,703
Aug 12, 2024Breeden Richard Cdirector-A-AwardBuy495--18,345

The last insider sell of STERIS's stock was made by HOLLAND CHRISTOPHER S on Aug 12 2024, selling 473 shares at $239.68 per share (valued at $113.37K).

STERIS Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024275350.94%
Q1 2024-6-
Q4 20232922.22%
Q3 202323--
Q2 2023222684.62%
Q1 20231250.00%
Q4 202261833.33%
Q3 202224--
Q2 20222019105.26%
Q1 20224850.00%
Q4 20212510250.00%
Q3 2021285560.00%
Q2 20213717217.65%
Q1 202141400.00%
Q4 2020172568.00%
Q3 2020264854.17%
Q2 20201614114.29%
Q1 2020102050.00%
Q4 2019-18-
Q3 20192620130.00%

27 total buy trades, and 53 total sell trades (buy/sell ratio of 0.51%) were made by STERIS's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-13-
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023-6-
Q1 2023-1-
Q4 2022-1-
Q3 2022---
Q2 2022-3-
Q1 2022-4-
Q4 2021-3-
Q3 2021-4-
Q2 2021-4-
Q1 2021-1-
Q4 2020-22-
Q3 2020-30-
Q2 2020-2-
Q1 2020-9-
Q4 2019-10-
Q3 2019-8-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 13 open market sell trades of STERIS's stocks.

STERIS Peer Ownership


TickerCompany
ANIKAnika Therapeutics, Inc.
MASIMasimo Corporation
BRKRBruker Corporation
OFIXOrthofix Medical Inc.
ITGRInteger Holdings Corporation
PODDInsulet Corporation
SYKStryker Corporation
ZIMVZimVie Inc.
LIVNLivaNova PLC
IRTCiRhythm Technologies, Inc.
PENPenumbra, Inc.
GKOSGlaukos Corporation
SNNSmith & Nephew plc
CNMDCONMED Corporation

STE Ownership FAQ


STERIS is owned by institutional shareholders (96.12%), insiders (0.29%), and public (3.58%). The largest institutional shareholder of STERIS is VANGUARD GROUP INC (12.15% of total shares) and the top mutual fund owner is Fiera Capital Series Trust (1.14% of total shares).

STERIS's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, WCM INVESTMENT MANAGEMENT, LLC, and STATE STREET CORP. The top five shareholders own together 36.85% of the company's share outstanding.

As of Jun 2024, there are 730 institutional shareholders of STERIS.

VANGUARD GROUP INC owns 12M shares of STERIS, representing 12.15% of the company's total shares outstanding, valued at $2.63B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 9.19M shares of STERIS (STE), compromising 9.30% of the company, valued at $2.02B.

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ is the third largest holder of STERIS. The company owns 6.44M of the company's shares outstanding (worth $1.41B).