STERIS PLC STE
SHS USD · Common Stock · CUSIP G8473T100
Medical device company
- SectorHealth care
- IndustryOrthopedic, Prosthetic & Surgical Appliances & Supplies
- HeadquartersIreland, United States
- Founded1985
- Websitesteris.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($80.2m this quarter). Holder counts are more reliable. Shares outstanding: 98.3m as of 2025-02-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $226.00. Options: 5 managers hold calls ($8.1m notional), 6 hold puts ($8.9m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 634 |
| Q4 2022 | 641 |
| Q1 2023 | 618 |
| Q2 2023 | 653 |
| Q3 2023 | 680 |
| Q4 2023 | 704 |
| Q1 2024 | 721 |
| Q2 2024 | 743 |
| Q3 2024 | 755 |
| Q4 2024 | 764 |
| Q1 2025 | 779 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 303 | 290 |
| Q3 2023 | 306 | 294 |
| Q4 2023 | 296 | 313 |
| Q1 2024 | 357 | 285 |
| Q2 2024 | 344 | 313 |
| Q3 2024 | 315 | 363 |
| Q4 2024 | 312 | 387 |
| Q1 2025 | 378 | 349 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $12.5m | $8.8m | 0.71 |
| Q3 2024 | $18.1m | $3.0m | 0.17 |
| Q4 2024 | $8.6m | $1.6m | 0.19 |
| Q1 2025 | $8.1m | $8.9m | 1.09 |
Biggest buyers
| Orbis Allan Gray Ltd | New | +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +541.0k |
| Point72 Asset Management, L.P. | New | +458.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +452.1k |
| CAPTRUST FINANCIAL ADVISORS | Added | +188.2k |
| GENERATION INVESTMENT MANAGEMENT LLP | Added | +170.4k |
| AQR CAPITAL MANAGEMENT LLC | Added | +153.8k |
| BANK OF AMERICA CORP /DE/ | Added | +137.9k |
| BlackRock, Inc. | Added | +119.6k |
| LOCUST WOOD CAPITAL ADVISERS, LLC | Added | +115.1k |
Biggest sellers
| Impax Asset Management Group plc | Sold out | -951.8k |
| Select Equity Group, L.P. | Reduced | -384.5k |
| ArrowMark Colorado Holdings LLC | Reduced | -223.4k |
| Aberdeen Group plc | Reduced | -180.7k |
| MARSHALL WACE, LLP | Reduced | -166.7k |
| CADEN CAPITAL PARTNERS, LP | Reduced | -150.4k |
| FIL Ltd | Reduced | -146.1k |
| Assenagon Asset Management S.A. | Reduced | -145.9k |
| Champlain Investment Partners, LLC | Reduced | -144.2k |
| Williams Jones Wealth Management, LLC. | Reduced | -138.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $5.0m22.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.3m10.0k shares |
| WOLVERINE TRADING, LLC | Added | $735.9k3.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $135.0k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | New | $6.8m30.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m6.5k shares |
| CITADEL ADVISORS LLC | Added | $589.3k2.6k shares |
| SIMPLEX TRADING, LLC | New | $45.0k200 shares |
| Quaker Wealth Management, LLC | First filing | $2271 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-05-12 | 5.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 4 | $5.0m | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 8 | $13.0m | — |
| Q3 2024 | 0 | — | 2 | $11.6m | $11.5m |
| Q4 2024 | 0 | — | 1 | $365.5k | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 12.0m $2.7bn | Added +46.6k |
| BlackRock, Inc. 0.04% of their portfolio | 9.2m $2.1bn | Added +119.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.41% of their portfolio | 5.4m $1.2bn | Added +452.1k |
| WCM INVESTMENT MANAGEMENT, LLC 2.58% of their portfolio | 4.5m $1.0bn | Added +7.4k |
| STATE STREET CORP 0.04% of their portfolio | 4.1m $927.0m | Reduced -3.2k |
| MORGAN STANLEY 0.06% of their portfolio | 3.9m $882.0m | Added +7.7k |
| GENERATION INVESTMENT MANAGEMENT LLP 4.59% of their portfolio | 3.4m $760.3m | Added +170.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.4m $549.5m | Added +72.5k |
| Select Equity Group, L.P. 2.24% of their portfolio | 2.2m $502.1m | Reduced -384.5k |
| APG Asset Management N.V. 1.02% of their portfolio | 1.6m $329.6m | Reduced -46.5k |
| Orbis Allan Gray Ltd 2.00% of their portfolio | 1.5m $350.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 1.5m $344.6m | Added +541.0k |
| JANUS HENDERSON GROUP PLC 0.18% of their portfolio | 1.5m $326.3m | Added +50.2k |
| Sustainable Growth Advisers, LP 1.66% of their portfolio | 1.3m $298.3m | Reduced -67.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.27% of their portfolio | 1.3m $293.6m | Added +33.3k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.3m $290.9m | Added +70.5k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.2m $276.2m | Added +1.8k |
| NORGES BANK 0.04% of their portfolio | 1.2m $266.3m | Added +13.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.14% of their portfolio | 1.1m $256.0m | Added +9.9k |
| Pictet Asset Management Holding SA 0.28% of their portfolio | 1.1m $252.5m | Reduced -16.8k |
| RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio | 1.1m $249.6m | Added +11.4k |
| BESSEMER GROUP INC 0.43% of their portfolio | 1.1m $241.8m | Reduced -74.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.0m $236.3m | Added +58.7k |
| Invesco Ltd. 0.04% of their portfolio | 923.6k $209.3m | Reduced -98.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 920.1k $208.5m | Added +10.6k |
| LONDON CO OF VIRGINIA 1.12% of their portfolio | 864.6k $196.0m | Reduced -35.9k |
| Findlay Park Partners LLP 1.84% of their portfolio | 788.2k $178.6m | Added +10.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 665.8k $150.9m | Added +137.9k |
| Legal & General Group Plc 0.04% of their portfolio | 612.3k $138.8m | Added +6.1k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 586.7k $133.0m | Reduced -34.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 580.8k $131.6m | Added +10.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.29% of their portfolio | 544.2k $123.3m | Reduced -16.7k |
| CANADA LIFE ASSURANCE Co 0.21% of their portfolio | 531.4k $120.7m | Added +42.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 460.1k $104.3m | Reduced -6.2k |
| Point72 Asset Management, L.P. 0.29% of their portfolio | 458.0k $103.8m | New |
| Amundi 0.04% of their portfolio | 449.6k $99.5m | Reduced -9.5k |
| ArrowMark Colorado Holdings LLC 1.60% of their portfolio | 435.3k $98.7m | Reduced -223.4k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 429.7k $97.4m | Added +60.0k |
| Williams Jones Wealth Management, LLC. 1.23% of their portfolio | 423.1k $95.9m | Reduced -138.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 415.0k $94.0m | Added +32.5k |
| Champlain Investment Partners, LLC 0.66% of their portfolio | 403.2k $91.4m | Reduced -144.2k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 2.93% of their portfolio | 370.8k $84.0m | Added +115.1k |
| UBS Group AG 0.02% of their portfolio | 369.4k $83.7m | Added +33.7k |
| FEDERATED HERMES, INC. 0.16% of their portfolio | 328.3k $74.4m | Reduced -210 |
| Fenimore Asset Management Inc 1.45% of their portfolio | 302.5k $68.6m | Added +48.0k |
| Nuveen, LLC 0.02% of their portfolio | 288.7k $65.4m | First filing |
| Swiss National Bank 0.04% of their portfolio | 278.4k $63.1m | Reduced -200 |
| DIKER MANAGEMENT LLC 71.42% of their portfolio | 263.3k $59.7m | Reduced -2.0k |
| Boston Trust Walden Corp 0.42% of their portfolio | 256.3k $58.1m | Added +31.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.63% of their portfolio | 255.3k $57.9m | Added +20.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 250.5k $56.8m | Reduced -15.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 242.7k $55.0m | Added +59.3k |
| Premier Fund Managers Ltd 1.92% of their portfolio | 230.1k $51.3m | Added +90 |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 219.9k $49.8m | Reduced -2.4k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 211.4k $47.9m | Added +11.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 210.6k $47.7m | Reduced -8.5k |
| Copeland Capital Management, LLC 0.95% of their portfolio | 208.7k $47.3m | Added +225 |
| CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio | 205.0k $46.5m | Added +188.2k |
| BARCLAYS PLC 0.02% of their portfolio | 198.0k $44.9m | Added +36.0k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 184.2k $41.1m | Added +153.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 181.9k $41.2m | First filing |
| GW&K Investment Management, LLC 0.38% of their portfolio | 180.6k $40.9m | Reduced -779 |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 180.6k $40.9m | Added +9.8k |
| National Pension Service 0.04% of their portfolio | 166.3k $37.7m | Added +12.1k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.75% of their portfolio | 165.6k $37.5m | Added +4.4k |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 161.2k $36.5m | Added +13.2k |
| California Public Employees Retirement System 0.03% of their portfolio | 159.1k $36.1m | Reduced -333 |
| SEI INVESTMENTS CO 0.05% of their portfolio | 156.5k $35.5m | Added +14.3k |
| FIL Ltd 0.03% of their portfolio | 156.0k $35.4m | Reduced -146.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 152.4k $34.5m | Reduced -1.6k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 152.3k $34.5m | Added +883 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 151.3k $34.3m | Reduced -39.5k |
| Thematics Asset Management 1.72% of their portfolio | 150.1k $34.0m | Reduced -39.4k |
| SNYDER CAPITAL MANAGEMENT L P 0.72% of their portfolio | 145.3k $32.9m | Reduced -3.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 142.3k $32.3m | Added +95.8k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% of their portfolio | 136.7k $31.0m | Reduced -7 |
| BENJAMIN EDWARDS INC 0.43% of their portfolio | 135.0k $30.6m | Added +20.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 123.0k $27.9m | Reduced -44.3k |
| CONGRESS ASSET MANAGEMENT CO 0.21% of their portfolio | 121.1k $27.5m | Added +13.3k |
| Foresight Group Ltd Liability Partnership 3.66% of their portfolio | 114.5k $26.0m | New |
| Rathbones Group PLC 0.12% of their portfolio | 113.5k $25.7m | Reduced -4.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.11% of their portfolio | 112.4k $25.5m | Unchanged |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 110.1k $25.0m | Reduced -71.1k |
| Bellevue Group AG 0.56% of their portfolio | 109.9k $24.9m | Unchanged |
| Thrivent Financial for Lutherans 0.05% of their portfolio | 107.1k $24.3m | Added +39.7k |
| VILLERE ST DENIS J & CO LLC 2.33% of their portfolio | 106.5k $24.1m | Reduced -1.7k |
| DEARBORN PARTNERS LLC 1.15% of their portfolio | 105.7k $24.0m | Reduced -21.1k |
| GENEVA CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 103.8k $23.5m | Reduced -2.1k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 102.5k $23.2m | Added +24.8k |
| Norinchukin Bank, The 0.42% of their portfolio | 101.6k $23.0m | Reduced -4.3k |
| CITIGROUP INC 0.02% of their portfolio | 100.9k $22.9m | Added +57.4k |
| Asset Management One Co., Ltd. 0.08% of their portfolio | 99.8k $22.6m | Added +2.5k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 99.3k $22.5m | Reduced -61.5k |
| AVIVA PLC 0.05% of their portfolio | 98.9k $22.4m | Added +14.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 98.1k $22.2m | Added +2.5k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 97.1k $22.0m | Added +8.7k |
| Gotham Asset Management, LLC 0.18% of their portfolio | 95.4k $21.6m | Reduced -7.8k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 94.1k $21.3m | Reduced -29.9k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 92.7k $21.0m | Reduced -23.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 89.7k $20.3m | Added +47.5k |