Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in STE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.0M | $2.00B | -0.2% | 9.197% | 0.03% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6.4M | $1.41B | — | 6.487% | 0.04% |
| 3 | STATE STREET CORP | 5.0M | $1.10B | +8.2% | 5.086% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $1.09B | — | 5.043% | 0.06% |
| 5 | MORGAN STANLEY | 4.4M | $971.7M | +14.4% | 4.477% | 0.06% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.0M | $936.6M | -4.9% | 4.086% | 0.31% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 2.9M | $635.4M | +74.8% | 2.928% | 0.12% |
| 8 | Orbis Allan Gray Ltd | 2.6M | $573.4M | +15.3% | 2.642% | 2.42% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $568.7M | +2.3% | 2.631% | 0.04% |
| 10 | GENERATION INVESTMENT MANAGEMENT LLP | 2.3M | $510.5M | +10.5% | 2.352% | 4.57% |
| 11 | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2.2M | $485.4M | +42.2% | 2.236% | 0.33% |
| 12 | Select Equity Group, L.P. | 2.1M | $474.0M | +11.2% | 2.184% | 2.60% |
| 13 | JANUS HENDERSON GROUP PLC | 1.9M | $412.0M | +25.7% | 1.898% | 0.20% |
| 14 | Invesco Ltd. | 1.7M | $377.8M | +21.1% | 1.741% | 0.06% |
| 15 | UBS ASSET MANAGEMENT AMERICAS INC | 1.3M | $277.2M | +1.2% | 1.277% | 0.06% |
| 16 | FRANKLIN RESOURCES INC | 1.2M | $274.8M | -0.8% | 1.266% | 0.07% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $246.3M | +4.3% | 1.135% | 0.05% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $234.7M | -34.6% | 1.081% | 0.11% |
| 19 | RAYMOND JAMES FINANCIAL INC | 1.0M | $227.7M | -3.6% | 1.049% | 0.07% |
| 20 | BANK OF AMERICA CORP /DE/ | 922K | $203.9M | -30.2% | 0.940% | 0.01% |
| 21 | NORTHERN TRUST CORP | 909K | $201.0M | -3.2% | 0.926% | 0.03% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 891K | $196.9M | +1.1% | 0.907% | 0.11% |
| 23 | Boston Partners | 862K | $190.7M | +36.6% | 0.878% | 0.20% |
| 24 | Pictet Asset Management Holding SA | 824K | $182.1M | +9.2% | 0.839% | 0.19% |
| 25 | Amundi | 771K | $170.5M | +43.2% | 0.786% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in STE — a direct measure of their conviction.
Filings activity in STE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new STE position in Q1 2026
Institutions that fully closed their STE position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 818 | 6.6% | 95.90% | 14.01 pp | $19.54B | 13% |
| Q4 2025 | 876 | +7.9% | 109.91% | +4.00 pp | $22.39B | +3.8% |
| Q3 2025 | 812 | 0.4% | 105.91% | +1.90 pp | $21.58B | +1.8% |
| Q2 2025 | 815 | +7.9% | 104.01% | +7.00 pp | $21.19B | +7.2% |
| Q1 2025 | 755 | +1.9% | 97.01% | +8.91 pp | $19.76B | +10% |
| Q4 2024 | 741 | +1.6% | 88.10% | 18.43 pp | $17.95B | 17% |
| Q3 2024 | 729 | +1.4% | 106.53% | +2.51 pp | $21.70B | +2.4% |
| Q2 2024 | 719 | — | 104.02% | — | $21.19B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying STE stock.
Based on Q1 2026 13F filings, institutional ownership of STERIS plc stands at 95.9%, held across 818 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of STE, with approximately 9,026,621 shares worth $2.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of STE.
Our composite Smart Money Score for STE is 15 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
87 institutions opened new positions in STE during Q1 2026, while 145 fully exited. 113 added to existing positions and 615 trimmed.
STE institutional ownership fell by 14.01 percentage points quarter-over-quarter, with a net change of -58 holders.
The top 10 institutions account for 50.2% of all reported 13F value in STE, and the top 25 account for 71.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
STERIS plc (STE) Institutional Ownership