Who owns STERIS (STE)
Which tracked institutional funds hold STE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
141 tracked funds added or opened STE while 233 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 775 tracked filers holding STE, 393 increased or opened the position and 441 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- Jupiter Topco LLC$398M
- WORLDQUANT MILLENNIUM ADVISORS LLC$78M
- Qube Research & Technologies Ltd$40M
- PFA Pension, Forsikringsaktieselskab$39M
- RENAISSANCE TECHNOLOGIES LLC$24M
- Ceredex Value Advisors LLC$18M
Full exits 69
- JANUS HENDERSON GROUP PLC$412M
- BESSEMER GROUP INC$232M
- Amundi$171M
- CANADA LIFE ASSURANCE Co$135M
- Thrivent Financial for Lutherans$50M
- NATIXIS ADVISORS, LLC$37M
Largest adds
- BlackRock, Inc.$345M
- GOLDMAN SACHS GROUP INC$203M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$142M
- Boston Partners$125M
- WELLINGTON MANAGEMENT GROUP LLP$102M
- D. E. Shaw & Co., Inc.$68M
Largest trims
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$276M
- FRANKLIN RESOURCES INC$262M
- MORGAN STANLEY$140M
- Pictet Asset Management Holding SA$131M
- RAYMOND JAMES FINANCIAL INC$101M
- TWO SIGMA INVESTMENTS, LP$94M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,820,889 | $1.9B | 10.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,406,906 | $1.3B | 7.6% | 2026-Q2 |
| STATE STREET CORP added | 5,072,818 | $1.1B | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,001,950 | $1.1B | 5.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,950,067 | $832M | 4.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,801,077 | $850M | 4.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,502,897 | $738M | 4.2% | 2026-Q2 |
| Orbis Allan Gray Ltd added | 2,677,710 | $564M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,615,842 | $549M | 3.1% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP trimmed | 2,280,698 | $480M | 2.7% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,200,220 | $463M | 2.6% | 2026-Q2 |
| Select Equity Group, L.P. trimmed | 1,894,646 | $399M | 2.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,887,828 | $398M | 2.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,834,238 | $386M | 2.2% | 2026-Q2 |
| Invesco Ltd. added | 1,806,187 | $380M | 2.1% | 2026-Q2 |
| Boston Partners added | 1,498,334 | $315M | 1.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,377,297 | $286M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,363,145 | $287M | 1.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,217,864 | $256M | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,199,619 | $253M | 1.4% | 2026-Q2 |
| NORGES BANK added | 1,192,173 | $251M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 925,623 | $195M | 1.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 895,576 | $189M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 835,111 | $176M | 1.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 732,322 | $154M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 666,633 | $140M | 0.8% | 2026-Q2 |
| Findlay Park Partners LLP trimmed | 657,713 | $138M | 0.8% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 641,604 | $135M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 603,153 | $127M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 550,725 | $116M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 533,615 | $112M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 510,346 | $113M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 509,610 | $107M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 503,402 | $106M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 490,014 | $104M | 0.6% | 2026-Q2 |
| LOCUST WOOD CAPITAL ADVISERS, LLC added | 455,866 | $96M | 0.5% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 423,135 | $89M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 404,266 | $85M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 397,001 | $84M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 382,600 | $81M | 0.5% | 2026-Q2 |
| Sustainable Growth Advisers, LP trimmed | 375,237 | $79M | 0.4% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 372,586 | $78M | 0.4% | 2026-Q2 |
| Fenimore Asset Management Inc added | 355,212 | $75M | 0.4% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 332,977 | $70M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 313,924 | $66M | 0.4% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 302,017 | $64M | 0.4% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 300,450 | $63M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC added | 295,898 | $62M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 276,560 | $58M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 269,821 | $57M | 0.3% | 2026-Q2 |
| DIKER MANAGEMENT LLC | 257,593 | $54M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 252,070 | $53M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 245,031 | $52M | 0.3% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 241,466 | $51M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 229,133 | $48M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 221,887 | $47M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 218,867 | $46M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 217,541 | $46M | 0.3% | 2026-Q2 |
| Swedbank AB trimmed | 217,252 | $46M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 214,763 | $45M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 211,969 | $45M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 211,869 | $45M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 209,519 | $44M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 208,167 | $44M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 201,888 | $43M | 0.2% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 199,560 | $42M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 191,300 | $40M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 188,020 | $40M | 0.2% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 186,093 | $39M | 0.2% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P added | 185,811 | $39M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 178,383 | $38M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 176,964 | $37M | 0.2% | 2026-Q2 |
| FIL Ltd added | 171,562 | $36M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 170,967 | $36M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 167,485 | $35M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 167,291 | $35M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 165,744 | $36M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 164,635 | $35M | 0.2% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 156,425 | $33M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 141,582 | $30M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 141,314 | $30M | 0.2% | 2026-Q2 |
| SEB Asset Management AB added | 139,796 | $29M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 126,801 | $27M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 121,253 | $26M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 115,913 | $24M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 113,652 | $24M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 113,068 | $24M | 0.1% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 109,230 | $23M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 108,766 | $23M | 0.1% | 2026-Q2 |
| Norinchukin Bank, The added | 106,851 | $22M | 0.1% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 105,783 | $23M | 0.1% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 103,634 | $22M | 0.1% | 2026-Q2 |
| Bellevue Group AG trimmed | 99,877 | $21M | 0.1% | 2026-Q2 |
| Man Group plc added | 99,334 | $21M | 0.1% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 98,464 | $21M | 0.1% | 2026-Q2 |
| Rathbones Group PLC trimmed | 98,007 | $21M | 0.1% | 2026-Q2 |
| VILLERE ST DENIS J & CO LLC trimmed | 97,996 | $21M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 94,883 | $21M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 94,631 | $20M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 93,823 | $20M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.