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Livermore
Livermore
ZHEN

STERIS plc

STE
Exchange
NYSE
Industry
Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK
0001757898

In the last 90 days, STERIS plc insiders filed 0 open-market purchases and 1 sale; 838 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in STERIS plc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
625
−7 vs. Q4 2022
Shares held
93.4M
+993.8K (+1.1%) vs. Q4 2022
Total value
$17.9B
+$778.6M (+4.6%) vs. Q4 2022
New holders
67
239 more added
Sold out
74
232 more reduced

16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting STE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 625 institutions
Q1 2021: 595 institutionsQ2 2021: 630 institutionsQ3 2021: 635 institutionsQ4 2021: 654 institutionsQ1 2022: 649 institutionsQ2 2022: 669 institutionsQ3 2022: 640 institutionsQ4 2022: 648 institutionsQ1 2023: 625 institutionsQ2 2023: 658 institutionsQ3 2023: 684 institutionsQ4 2023: 709 institutionsQ1 2024: 725 institutionsQ2 2024: 747 institutionsQ3 2024: 758 institutionsQ4 2024: 765 institutionsQ1 2025: 779 institutionsQ2 2025: 835 institutionsQ3 2025: 843 institutionsQ4 2025: 897 institutionsQ1 2026: 846 institutionsQ2 2026: 838 institutions
Value heldQ1 2023: $17.9B
Q1 2021: $15.5BQ2 2021: $18.8BQ3 2021: $18.4BQ4 2021: $22.1BQ1 2022: $22.4BQ2 2022: $19.1BQ3 2022: $15.5BQ4 2022: $17.1BQ1 2023: $17.9BQ2 2023: $20.7BQ3 2023: $20.3BQ4 2023: $20.5BQ1 2024: $21.3BQ2 2024: $20.8BQ3 2024: $22.4BQ4 2024: $18.8BQ1 2025: $20.9BQ2 2025: $22.0BQ3 2025: $22.6BQ4 2025: $23.4BQ1 2026: $20.8BQ2 2026: $20.0B
Institutions holding STE and their total value by quarter
QuarterHoldersValue
Q2 2026838$20.0B
Q1 2026846$20.8B
Q4 2025897$23.4B
Q3 2025843$22.6B
Q2 2025835$22.0B
Q1 2025779$20.9B
Q4 2024765$18.8B
Q3 2024758$22.4B
Q2 2024747$20.8B
Q1 2024725$21.3B
Q4 2023709$20.5B
Q3 2023684$20.3B
Q2 2023658$20.7B
Q1 2023625$17.9B
Q4 2022648$17.1B
Q3 2022640$15.5B
Q2 2022669$19.1B
Q1 2022649$22.4B
Q4 2021654$22.1B
Q3 2021635$18.4B
Q2 2021630$18.8B
Q1 2021595$15.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q4 2022.

Institutions holding STE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC5$00.00%−722−99.3%Reduced
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1$00.00%+1New
JJJ Advisors Inc.1$1870.00%00.0%Unchanged
WestEnd Advisors, LLC–$1910.00%––
Brown Brothers Harriman & Co2$3830.00%−22−91.7%Reduced
Sofos Investments, Inc.191$5440.02%+6+3.2%Added
Bokf, NA3$5740.00%−2,128−99.9%Reduced
Tradewinds Capital Management, LLC3$5740.00%00.0%Unchanged
Core Alternative Capital3$5740.00%+3New
West Paces Advisors Inc.3$5740.00%+3New
True Wealth Design, LLC4$7660.00%+2+100.0%Added
Nalls Sherbakoff Group, LLC5$9440.00%+5New
Archer Investment Corp5$9560.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC5$9570.00%+5New
Lazard Asset Management LLC6$1.00K0.00%−3−33.3%Reduced
Penserra Capital Management LLC6$1.00K0.00%00.0%Unchanged
Front Row Advisors LLC6$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC6$1.15K0.00%−3−33.3%Reduced
Financial Perspectives, Inc7$1.38K0.00%00.0%Unchanged
Geneos Wealth Management Inc.8$1.53K0.00%−15−65.2%Reduced
SJS Investment Consulting Inc.8$1.53K0.00%−2−20.0%Reduced
Versant Capital Management, Inc9$1.72K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC9$1.72K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.11$2.10K0.00%+11New
BerganKDV Wealth Management, LLC12$2.30K0.00%00.0%Unchanged
CVA Family Office, LLC15$2.87K0.00%+5+50.0%Added
Oakworth Capital, Inc.16$3.06K0.00%00.0%Unchanged
Abound Wealth Management16$3.06K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$3.44K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$3.44K0.00%00.0%Unchanged
Solstein Capital, LLC19$3.63K0.00%00.0%Unchanged
American National Bank19$3.63K0.00%+19New
Western Pacific Wealth Management, LP20$3.83K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$3.83K0.00%−8−28.6%Reduced
Schubert & Co20$3.83K0.00%+3+17.6%Added
Grey Fox Wealth Advisors, LLC20$3.83K0.00%+20New
Sutton Wealth Advisors Inc.21$4.02K0.00%00.0%Unchanged
NewSquare Capital LLC21$4.02K0.00%+21New
Eagle Bay Advisors LLC24$4.59K0.00%−2−7.7%Reduced
Vigilant Capital Management, LLC25$5.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC28$5.33K0.00%00.0%Unchanged
Zions Bancorporation, N.A.28$5.36K0.00%00.0%Unchanged
Logan Capital Management Inc30$5.74K0.00%00.0%Unchanged
Financial Management Professionals, Inc.33$6.00K0.00%+18+120.0%Added
Steward Financial Group LLC35$6.00K0.00%+22+169.2%Added
MV Capital Management, Inc.35$6.70K0.00%+13+59.1%Added
Milestone Investment Advisors LLC35$6.70K0.00%+35New
Bell Investment Advisors, Inc36$6.89K0.00%−19−34.5%Reduced
Tucker Asset Management LLC37$7.08K0.00%+37New
Cambridge Trust Co40$7.65K0.00%00.0%Unchanged
Ellevest, Inc.40$7.65K0.00%+18+81.8%Added
Kelly Financial Services LLC46$8.82K0.00%+46New
Rosenberg Matthew Hamilton47$8.99K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.49$9.37K0.00%−25−33.8%Reduced
Lindbrook Capital, LLC50$9.56K0.00%−21−29.6%Reduced
Harbor Investment Advisory, LLC52$9.95K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$10.3K0.00%00.0%Unchanged
DT Investment Partners, LLC58$11.1K0.00%00.0%Unchanged
International Assets Investment Management, LLC60$11.5K0.00%+60New
Quent Capital, LLC63$11.9K0.00%+5+8.6%Added
Farmers & Merchants Investments Inc65$12.4K0.00%00.0%Unchanged
Delta Asset Management LLC68$13.0K0.00%−76−52.8%Reduced
ICA Group Wealth Management, LLC70$13.4K0.00%−429−86.0%Reduced
Trust Co of Vermont71$13.6K0.00%00.0%Unchanged
Baldwin Brothers Inc73$14.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC75$14.3K0.00%+75New
Earnest Partners LLC78$14.9K0.00%00.0%Unchanged
State of Wyoming79$15.1K0.00%+1+1.3%Added
Johnson Financial Group, Inc.80$15.3K0.00%+80New
Cary Street Partner Investment Advisory LLC84$16.1K0.00%+15+21.7%Added
Householder Group Estate & Retirement Specialist, LLC90$17.0K0.01%+1+1.1%Added
Centerpoint Advisors, LLC92$18.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.96$18.5K0.01%00.0%Unchanged
Spire Wealth Management100$19.1K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC107$20.6K0.02%00.0%Unchanged
AdvisorNet Financial, Inc130$24.9K0.00%−24−15.6%Reduced
HighMark Wealth Management LLC134$25.6K0.02%+1+0.8%Added
HM Payson & Co140$26.8K0.00%00.0%Unchanged
AlphaMark Advisors, LLC150$29.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC171$32.7K0.00%+101+144.3%Added
Ronald Blue Trust, Inc.180$33.0K0.00%+136+309.1%Added
Farther Finance Advisors, LLC175$33.5K0.01%+9+5.4%Added
Crewe Advisors LLC191$36.5K0.01%−131−40.7%Reduced
Clear Street Markets LLC194$37.0K0.01%−1,535−88.8%Reduced
Covestor Ltd197$38.0K0.03%−85−30.1%Reduced
Parkside Financial Bank & Trust199$38.1K0.01%+1+0.5%Added
Pinnacle Financial Partners Inc200$38.3K0.00%00.0%Unchanged
Larson Financial Group LLC253$48.4K0.01%00.0%Unchanged
Pointe Capital Management LLC265$50.7K0.04%+265New
Advisory Services Network, LLC276$52.8K0.00%−64−18.8%Reduced
Capstone Investment Advisors, LLC283$54.1K0.00%+283New
Baker Avenue Asset Management, LP300$57.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB301$57.6K0.00%+276+1,104.0%Added
Harbour Investments, Inc.309$59.1K0.00%−252−44.9%Reduced
Asset Dedication, LLC321$62.0K0.01%+158+96.9%Added
Bartlett & Co. LLC367$70.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC367$70.2K0.00%00.0%Unchanged
Alta Advisers Ltd400$76.5K0.05%+400New
SRS Capital Advisors, Inc.431$82.4K0.01%+24+5.9%Added