STERIS

STE • NYSE

STERIS is a medical - devices company in the healthcare sector on NYSE, led by Daniel A. Carestio, with a market cap of $25.6B. As of Q3 2025, 93% of shares are held by 818 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.4%.

President and Chief Executive OfficerDaniel A. Carestio

Market Cap$25.6B

Medical - Devices

Healthcare

Employees18.2K

Websitesteris.com

Country

United States of America

Overview

Overview of institutional ownership in STE as of Q3 2025 with a market cap of $24.4B

All Institutions

Institutions: 818
Value Held: $22.6B
Shares Held: 91.7M
Avg Position: $27.7M
Median Position: $711.7K

Hedge Funds

Hedge Funds: 46
Value Held: $1.4B
Shares Held: 5.5M
Avg Position: $29.5M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

87.25%

$21.3B

Hedge Funds

5.57%

$1.4B

Retail & Other

7.18%

$1.7B

Based on market cap of $24.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in STE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.0B 0.05% of portfolio	12.40% 12.2M shares	Q4 2015 Held for 9y 11m	$6.69T
B BlackRock, Inc. Institution	-	$2.2B 0.04% of portfolio	8.89% 8.8M shares	Q4 2015 Held for 9y 11m	$5.67T
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$1.2B 0.37% of portfolio	4.92% 4.8M shares	Q4 2015 Held for 9y 11m	$322.72B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.1B 0.04% of portfolio	4.42% 4.4M shares	Q4 2015 Held for 9y 11m	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.0B 0.06% of portfolio	4.25% 4.2M shares	Q4 2015 Held for 9y 11m	$1.65T
G GENERATION INVESTMENT MANAGEMENT LLP Institution	-	$738.6M 4.89% of portfolio	3.03% 3.0M shares	Q3 2020 Held for 5y 2m	$15.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$618.4M 0.04% of portfolio	2.55% 2.5M shares	Q4 2015 Held for 9y 11m	$1.57T
O Orbis Allan Gray Ltd RIA/Wealth	Don Lynn Ray Managing Partner	$526.9M 2.26% of portfolio	2.16% 2.1M shares	Q1 2025 Held for 8 months	$23.3B
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	George Stabler Loening Chairman	$489.1M 2.01% of portfolio	2.01% 2.0M shares	Q3 2019 Held for 6y 2m	$24.4B
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	-	$387.8M 0.28% of portfolio	1.59% 1.6M shares	Q2 2019 Held for 6y 5m	$138.91B

Net Capital Flow

Institutional buying and selling activity for STE in Q3 2025

Net Flow: −$30.4M
Buyers: 338
Sellers: 353
Total Bought: +$1.2B
Total Sold: −$1.3B
Avg Position: $27.4M

Biggest Buyers

Institution	Net Bought	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$187.0M +758.4K shares	$291.7M 1.2M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$97.5M +394.0K shares	$137.0M 553.8K shares
MORGAN STANLEY RIA/Wealth	+$79.8M +322.3K shares	$1.0B 4.2M shares
A Assenagon Asset Management S.A. Institution	+$61.7M +249.4K shares	$81.9M 330.9K shares
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	+$54.7M +221.2K shares	$387.8M 1.6M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$52.2M +211.1K shares	$103.5M 418.4K shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$44.9M +181.5K shares	$49.5M 200.0K shares
BANK OF AMERICA CORP /DE/ Institution	+$43.0M +173.9K shares	$220.3M 890.3K shares
G GREAT WEST LIFE ASSURANCE CO /CAN/ Institution	+$41.6M +168.0K shares	$171.9M 694.9K shares
STATE STREET CORP Institution	+$41.3M +166.7K shares	$1.1B 4.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	−$227.5M −927.1K shares	$287.6M 1.2M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$101.7M −423.3K shares	Sold Off 0 shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$100.1M −404.7K shares	$1.2B 4.8M shares
G GENERATION INVESTMENT MANAGEMENT LLP Institution	−$46.0M −185.8K shares	$738.6M 3.0M shares
Sustainable Growth Advisers, LP Long Only Manager	−$45.6M −184.1K shares	$263.7M 1.1M shares
PRINCIPAL FINANCIAL GROUP INC Institution	−$43.6M −176.3K shares	$241.3M 975.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$41.8M −168.8K shares	$301.4M 1.2M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$36.5M −147.5K shares	$6.9M 27.8K shares
A APG All Pensions Group NV Institution	−$30.7M −145.7K shares	$300.7M 1.4M shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	−$27.8M −115.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited STE in Q3 2025

New Positions: 46
New Value: $167.9M
Exited Positions: 84
Exited Value: $270.0M

New Positions

Institution	Position Value
Robeco Investment Management, Inc. Long Only Manager	$159.0M 642.5K shares
Maridea Wealth Management LLC RIA/Wealth	$1.2M 4.9K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$984.2K 4.5K shares
N NorthCrest Asset Manangement, LLC Long Only Manager	$678.4K 2.8K shares
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	$637.9K 2.6K shares
Caerus Investment Advisors, LLC Venture Capital	$530.5K 2.1K shares
JACKSON THORNTON ASSET MANAGEMENT, LLC RIA/Wealth	$479.8K 2.0K shares
Sivia Capital Partners, LLC RIA/Wealth	$434.5K 1.8K shares
Optimize Financial Inc RIA/Wealth	$428.3K 1.7K shares
Baker Ellis Asset Management LLC RIA/Wealth	$410.3K 1.7K shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$101.7M 423.3K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$27.8M 115.9K shares
A AMF Pensionsforsakring AB Institution	$16.6M 69.0K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$12.4M 51.6K shares
Engineers Gate Manager LP Hedge Fund•Quant	$11.3M 47.0K shares
Sone Capital Management, LLC Hedge Fund•Multi-Strategy	$10.5M 43.7K shares
C Cubist Systematic Strategies, LLC Institution	$9.2M 38.5K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$8.5M 35.3K shares
A AXA Institution	$8.5M 35.2K shares
M Meridiem Capital Partners LP Hedge Fund•Long/Short	$5.0M 20.6K shares

Options Activity

Institutions with the largest Call and Put options positions in STE as of Q3 2025

Call Positions: 10
Call Value: $11.8M
Put Positions: 8
Put Value: $14.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.7M 313.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.2M 89.0 contracts
W WOLVERINE TRADING, LLC Institution	$932.4K 38.0 contracts
J JANE STREET GROUP, LLC Institution	$494.9K 20.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$296.9K 12.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$74.2K 3.0 contracts
BARCLAYS PLC Institution	$24.7K 1.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	- - contracts
N NOMURA HOLDINGS INC Institution	- - contracts

Put Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$8.7M 352.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.8M 195.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$321.7K 13.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$296.9K 12.0 contracts
W WOLVERINE TRADING, LLC Institution	$220.8K 9.0 contracts
Prime Capital Investment Advisors, LLC RIA/Wealth	- - contracts
N NOMURA HOLDINGS INC Institution	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with STE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
DIKER MANAGEMENT LLC RIA/Wealth	Lawrence Howard Levy Managing Partner	51.61% $63.9M	0.26% 258.3K shares	Q2 2021 Held for 4y 5m	$123.8M
CADEN CAPITAL PARTNERS, LP Hedge Fund•Long/Short	Barry Jason Simon Managing Partner	12.79% $30.9M	0.13% 124.7K shares	Q4 2022 Held for 2y 11m	$241.2M
G GENERATION INVESTMENT MANAGEMENT LLP Institution	-	4.89% $738.6M	3.03% 3.0M shares	Q3 2020 Held for 5y 2m	$15.1B
Foresight Group Ltd Liability Partnership Real Assets	FORESIGHT GROUP SARL Related Person	4.18% $28.0M	0.11% 113.2K shares	Q1 2025 Held for 8 months	$669.9M
Tandem Investment Advisors, Inc. Long Only Manager	John Brian Carew CEO	3.91% $114.6M	0.47% 463.1K shares	Q3 2022 Held for 3y 2m	$2.9B
Coho Partners, Ltd. Long Only Manager	Glenn Alan Dever President	3.39% $26.4M	0.11% 106.9K shares	Q2 2025 Held for 5 months	$779.1M
L LOCUST WOOD CAPITAL ADVISERS, LLC Hedge Fund•Value	Stephen John Errico CIO	2.97% $108.8M	0.45% 439.7K shares	Q1 2023 Held for 2y 8m	$3.7B
S STONE RUN CAPITAL, LLC Institution	-	2.76% $7.0M	0.03% 28.3K shares	Q1 2020 Held for 5y 8m	$253.9M
SPEECE THORSON CAPITAL GROUP INC Long Only Manager	Benjamin David Johnson Director	2.72% $13.6M	0.06% 55.0K shares	Q4 2015 Held for 9y 11m	$500.5M
V VILLERE ST DENIS J & CO LLC Institution	-	2.53% $25.7M	0.11% 103.8K shares	Q2 2016 Held for 9y 5m	$1.0B