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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 838 | $20.0B |
| Q1 2026 | 846 | $20.8B |
| Q4 2025 | 897 | $23.4B |
| Q3 2025 | 843 | $22.6B |
| Q2 2025 | 835 | $22.0B |
| Q1 2025 | 779 | $20.9B |
| Q4 2024 | 765 | $18.8B |
| Q3 2024 | 758 | $22.4B |
| Q2 2024 | 747 | $20.8B |
| Q1 2024 | 725 | $21.3B |
| Q4 2023 | 709 | $20.5B |
| Q3 2023 | 684 | $20.3B |
| Q2 2023 | 658 | $20.7B |
| Q1 2023 | 625 | $17.9B |
| Q4 2022 | 648 | $17.1B |
| Q3 2022 | 640 | $15.5B |
| Q2 2022 | 669 | $19.1B |
| Q1 2022 | 649 | $22.4B |
| Q4 2021 | 654 | $22.1B |
| Q3 2021 | 635 | $18.4B |
| Q2 2021 | 630 | $18.8B |
| Q1 2021 | 595 | $15.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 433 | $82.8K | 0.01% | +433 | New |
| Huntington National Bank | 463 | $88.4K | 0.00% | +31+7.2% | Added |
| Park Place Capital Corp | 466 | $89.1K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 485 | $92.8K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 557 | $106.5K | 0.00% | +25+4.7% | Added |
| Proequities, Inc. | 587 | $112.3K | 0.01% | −354−37.6% | Reduced |
| Slocum, Gordon & Co LLP | 589 | $112.7K | 0.09% | 00.0% | Unchanged |
| Thomas White International Ltd | 597 | $114.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 920 | $116.5K | 0.01% | −340−27.0% | Reduced |
| Global Retirement Partners, LLC | 623 | $116.9K | 0.01% | +41+7.0% | Added |
| Belpointe Asset Management LLC | 632 | $120.9K | 0.01% | +45+7.7% | Added |
| South State Corp. | 633 | $121.1K | 0.01% | −61−8.8% | Reduced |
| Sentry Investment Management LLC | 655 | $125.0K | 0.05% | −19−2.8% | Reduced |
| Chilton Capital Management LLC | 654 | $125.1K | 0.01% | +654 | New |
| Umb Bank N A | 664 | $127.0K | 0.00% | +223+50.6% | Added |
| Center for Financial Planning, Inc. | 675 | $129.1K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 694 | $132.7K | 0.01% | +694 | New |
| Smithfield Trust Co | 700 | $134.0K | 0.01% | −930−57.1% | Reduced |
| Compagnie Lombard Odier SCmA | 750 | $143.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 841 | $160.9K | 0.01% | +59+7.5% | Added |
| Ancora Advisors, LLC | 873 | $167.0K | 0.00% | +65+8.0% | Added |
| Mirova | 880 | $168.3K | 0.02% | +880 | New |
| Krilogy Financial LLC | 1,049 | $200.7K | 0.02% | +1,049 | New |
| FineMark National Bank & Trust | 1,054 | $201.6K | 0.01% | −377−26.3% | Reduced |
| Forum Financial Management, LP | 1,055 | $201.8K | 0.01% | +1,055 | New |
| Gsa Capital Partners LLP | 1,055 | $202.0K | 0.02% | +1,055 | New |
| Private Trust Co NA | 1,061 | $202.9K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 1,061 | $202.9K | 0.07% | +1,061 | New |
| Park National Corp | 1,076 | $205.8K | 0.01% | +1,076 | New |
| Meritage Group LP | 1,078 | $206.0K | 0.01% | −150−12.2% | Reduced |
| Symmetry Partners, LLC | 1,102 | $211.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 1,127 | $215.6K | 0.02% | +1,127 | New |
| Ossiam | 1,130 | $216.1K | 0.00% | +41+3.8% | Added |
| Quadrant Capital Group LLC | 1,130 | $216.1K | 0.02% | −9−0.8% | Reduced |
| Ci Investments Inc. | 1,136 | $217.0K | 0.00% | +712+167.9% | Added |
| Fisher Asset Management, LLC | 1,138 | $217.7K | 0.00% | −7,457−86.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,145 | $219.0K | 0.02% | −3,394−74.8% | Reduced |
| TD Private Client Wealth LLC | 1,149 | $219.8K | 0.01% | −102−8.2% | Reduced |
| Trust Asset Management LLC | 1,151 | $220.2K | 0.02% | +24+2.1% | Added |
| Jefferies Financial Group Inc. | 1,153 | $220.5K | 0.00% | −16,597−93.5% | Reduced |
| Forte Capital LLC | 1,160 | $221.9K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,174 | $224.6K | 0.02% | +1,174 | New |
| Gallagher Fiduciary Advisors, LLC | 1,175 | $224.7K | 0.02% | +1,175 | New |
| Financial Engines Advisors L.L.C. | 1,179 | $225.5K | 0.00% | +1,179 | New |
| Sowell Financial Services LLC | 1,183 | $226.0K | 0.02% | +1,183 | New |
| Montag A & Associates Inc | 1,200 | $229.5K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,215 | $230.2K | 0.00% | −15−1.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,204 | $230.3K | 0.05% | +105+9.6% | Added |
| Canandaigua National Bank & Trust Co | 1,209 | $231.0K | 0.04% | +1,209 | New |
| Regions Financial Corp | 1,209 | $232.0K | 0.00% | +14+1.2% | Added |
| Opal Wealth Advisors, LLC | 1,221 | $233.6K | 0.14% | +7+0.6% | Added |
| Hilltop Holdings Inc. | 1,223 | $233.9K | 0.03% | −241−16.5% | Reduced |
| Cigna Investments Inc | 1,225 | $234.0K | 0.05% | −27−2.2% | Reduced |
| Peterson Wealth Services | 1,227 | $234.7K | 0.12% | −8−0.6% | Reduced |
| Curi Capital | 1,243 | $237.8K | 0.03% | +1+0.1% | Added |
| Parallel Advisors, LLC | 1,248 | $238.7K | 0.01% | −50−3.9% | Reduced |
| Firethorn Wealth Partners, LLC | 1,243 | $238.8K | 0.19% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,250 | $239.1K | 0.15% | +1,250 | New |
| Horizon Investments, LLC | 1,256 | $240.2K | 0.01% | −460−26.8% | Reduced |
| Andesa Financial Management Inc. | 3,034 | $241.8K | 0.13% | +1,295+74.5% | Added |
| InterOcean Capital Group, LLC | 1,269 | $242.7K | 0.01% | −278−18.0% | Reduced |
| ING Groep NV | 1,271 | $243.1K | 0.00% | −101−7.4% | Reduced |
| McDonald Partners LLC | 1,282 | $245.2K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,283 | $245.5K | 0.01% | −362−22.0% | Reduced |
| Wahed Invest LLC | 1,284 | $245.6K | 0.11% | −4−0.3% | Reduced |
| Teton Advisors, Inc. | 1,300 | $248.7K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,322 | $252.9K | 0.06% | −10−0.8% | Reduced |
| Conway Capital Management, Inc. | 1,327 | $253.8K | 0.21% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,371 | $262.2K | 0.03% | +4+0.3% | Added |
| Davenport & Co LLC | 1,389 | $265.7K | 0.00% | +1,389 | New |
| Azimuth Capital Investment Management LLC | 1,390 | $265.9K | 0.01% | −365−20.8% | Reduced |
| Wellington Shields & Co., LLC | 1,400 | $267.8K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,414 | $270.6K | 0.06% | +104+7.9% | Added |
| Hanson & Doremus Investment Management | 1,422 | $272.0K | 0.06% | +94+7.1% | Added |
| Financial Insights, Inc. | 1,435 | $274.5K | 0.11% | +1,435 | New |
| Vident Investment Advisory, LLC | 1,442 | $275.8K | 0.01% | +114+8.6% | Added |
| YHB Investment Advisors, Inc. | 1,450 | $277.4K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,471 | $280.6K | 0.00% | −74−4.8% | Reduced |
| Allred Capital Management, LLC | 1,469 | $281.0K | 0.15% | +9+0.6% | Added |
| PEAK6 Investments LLC | 1,487 | $284.4K | 0.02% | +1,487 | New |
| Profund Advisors LLC | 1,493 | $285.6K | 0.02% | −230−13.3% | Reduced |
| MAI Capital Management | 1,535 | $293.6K | 0.00% | +1,535 | New |
| American Trust | 1,545 | $295.5K | 0.02% | −160−9.4% | Reduced |
| Tiaa, FSB | 1,546 | $295.7K | 0.00% | +6+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,566 | $299.5K | 0.05% | +1+0.1% | Added |
| Greenleaf Trust | 1,574 | $301.1K | 0.00% | −1−0.1% | Reduced |
| Simon Quick Advisors, LLC | 1,577 | $301.6K | 0.03% | +1,577 | New |
| Shakespeare Wealth Management, Inc. | 1,610 | $308.0K | 0.11% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,619 | $309.7K | 0.03% | +319+24.5% | Added |
| CWM, LLC | 1,621 | $310.0K | 0.00% | −58−3.5% | Reduced |
| Man Group plc | – | $312.9K | 0.00% | – | New |
| Financial Advocates Investment Management | 1,655 | $316.6K | 0.02% | −58−3.4% | Reduced |
| Great Lakes Retirement, Inc. | 1,663 | $318.0K | 0.06% | +1,663 | New |
| Shearwater Capital LLC | 1,694 | $324.1K | 0.30% | +4+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,695 | $324.2K | 0.00% | −39−2.2% | Reduced |
| Conestoga Capital Advisors, LLC | 1,725 | $330.0K | 0.01% | +230+15.4% | Added |
| Johnson Investment Counsel Inc | 1,738 | $332.4K | 0.00% | −108−5.9% | Reduced |
| GM Advisory Group, Inc. | 1,744 | $333.6K | 0.03% | +28+1.6% | Added |
| Emerald Advisers, LLC | 1,745 | $333.8K | 0.02% | −1,122−39.1% | Reduced |
| Bleakley Financial Group, LLC | 1,764 | $337.4K | 0.01% | −51−2.8% | Reduced |