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 |
|---|---|---|---|---|---|
| Moody Aldrich Partners LLC | 2,269 | $434.0K | 0.09% | −2−0.1% | Reduced |
| Level Four Advisory Services, LLC | 2,190 | $418.9K | 0.03% | +94+4.5% | Added |
| Vontobel Holding Ltd. | 2,169 | $414.9K | 0.00% | −231−9.6% | Reduced |
| MQS Management LLC | 2,125 | $406.5K | 0.26% | +2,125 | New |
| Values First Advisors, Inc. | 2,069 | $395.7K | 0.25% | −19−0.9% | Reduced |
| WR Wealth Planners, LLC | 2,068 | $395.6K | 0.17% | +115+5.9% | Added |
| Sciencast Management LP | 1,830 | $383.0K | 0.51% | +1,830 | New |
| OneAscent Wealth Management LLC | 1,996 | $382.0K | 0.15% | −156−7.2% | Reduced |
| William Blair Investment Management, LLC | 1,990 | $380.6K | 0.00% | −55,868−96.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,970 | $376.8K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,967 | $376.3K | 0.01% | −90−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,948 | $372.0K | 0.01% | +618+46.5% | Added |
| Wealthfront Advisers LLC | 1,932 | $369.6K | 0.00% | +196+11.3% | Added |
| OneAscent Financial Services LLC | 1,897 | $363.0K | 0.15% | −174−8.4% | Reduced |
| Beaumont Financial Advisors, LLC | 1,897 | $362.9K | 0.04% | +25+1.3% | Added |
| Hoxton Planning & Management, LLC | 1,845 | $352.9K | 0.19% | −12−0.6% | Reduced |
| Citadel Advisors LLC | 1,830 | $350.0K | 0.00% | −2,049−52.8% | Reduced |
| MTM Investment Management, LLC | 1,812 | $346.6K | 0.18% | +193+11.9% | Added |
| Courier Capital LLC | 1,807 | $345.6K | 0.04% | +478+36.0% | Added |
| National Asset Management, Inc. | 1,799 | $344.1K | 0.01% | +261+17.0% | Added |
| Pitcairn Co | 1,785 | $341.4K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,774 | $340.8K | 0.45% | +1,774 | New |
| Eqis Capital Management, Inc. | 1,781 | $340.6K | 0.04% | −266−13.0% | Reduced |
| Lumature Wealth Partners, LLC | 1,774 | $339.2K | 0.19% | −889−33.4% | Reduced |
| Bleakley Financial Group, LLC | 1,764 | $337.4K | 0.01% | −51−2.8% | Reduced |
| Sawtooth Solutions, LLC | 1,764 | $337.4K | 0.01% | +1,764 | New |
| Emerald Advisers, LLC | 1,745 | $333.8K | 0.02% | −1,122−39.1% | Reduced |
| GM Advisory Group, Inc. | 1,744 | $333.6K | 0.03% | +28+1.6% | Added |
| Johnson Investment Counsel Inc | 1,738 | $332.4K | 0.00% | −108−5.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,725 | $330.0K | 0.01% | +230+15.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,695 | $324.2K | 0.00% | −39−2.2% | Reduced |
| Shearwater Capital LLC | 1,694 | $324.1K | 0.30% | +4+0.2% | Added |
| Great Lakes Retirement, Inc. | 1,663 | $318.0K | 0.06% | +1,663 | New |
| Financial Advocates Investment Management | 1,655 | $316.6K | 0.02% | −58−3.4% | Reduced |
| Man Group plc | – | $312.9K | 0.00% | – | New |
| CWM, LLC | 1,621 | $310.0K | 0.00% | −58−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 1,619 | $309.7K | 0.03% | +319+24.5% | Added |
| Shakespeare Wealth Management, Inc. | 1,610 | $308.0K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,577 | $301.6K | 0.03% | +1,577 | New |
| Greenleaf Trust | 1,574 | $301.1K | 0.00% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,566 | $299.5K | 0.05% | +1+0.1% | Added |
| Tiaa, FSB | 1,546 | $295.7K | 0.00% | +6+0.4% | Added |
| American Trust | 1,545 | $295.5K | 0.02% | −160−9.4% | Reduced |
| MAI Capital Management | 1,535 | $293.6K | 0.00% | +1,535 | New |
| Profund Advisors LLC | 1,493 | $285.6K | 0.02% | −230−13.3% | Reduced |
| PEAK6 Investments LLC | 1,487 | $284.4K | 0.02% | +1,487 | New |
| Allred Capital Management, LLC | 1,469 | $281.0K | 0.15% | +9+0.6% | Added |
| TD Waterhouse Canada Inc. | 1,471 | $280.6K | 0.00% | −74−4.8% | Reduced |
| YHB Investment Advisors, Inc. | 1,450 | $277.4K | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,442 | $275.8K | 0.01% | +114+8.6% | Added |
| Financial Insights, Inc. | 1,435 | $274.5K | 0.11% | +1,435 | New |
| Hanson & Doremus Investment Management | 1,422 | $272.0K | 0.06% | +94+7.1% | Added |
| Confluence Wealth Services, Inc. | 1,414 | $270.6K | 0.06% | +104+7.9% | Added |
| Wellington Shields & Co., LLC | 1,400 | $267.8K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,390 | $265.9K | 0.01% | −365−20.8% | Reduced |
| Davenport & Co LLC | 1,389 | $265.7K | 0.00% | +1,389 | New |
| Checchi Capital Advisers, LLC | 1,371 | $262.2K | 0.03% | +4+0.3% | Added |
| Conway Capital Management, Inc. | 1,327 | $253.8K | 0.21% | +1+0.1% | Added |
| Advisor OS, LLC | 1,322 | $252.9K | 0.06% | −10−0.8% | Reduced |
| Teton Advisors, Inc. | 1,300 | $248.7K | 0.07% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,284 | $245.6K | 0.11% | −4−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 1,283 | $245.5K | 0.01% | −362−22.0% | Reduced |
| McDonald Partners LLC | 1,282 | $245.2K | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 1,271 | $243.1K | 0.00% | −101−7.4% | Reduced |
| InterOcean Capital Group, LLC | 1,269 | $242.7K | 0.01% | −278−18.0% | Reduced |
| Andesa Financial Management Inc. | 3,034 | $241.8K | 0.13% | +1,295+74.5% | Added |
| Horizon Investments, LLC | 1,256 | $240.2K | 0.01% | −460−26.8% | Reduced |
| Bridgefront Capital, LLC | 1,250 | $239.1K | 0.15% | +1,250 | New |
| Firethorn Wealth Partners, LLC | 1,243 | $238.8K | 0.19% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,248 | $238.7K | 0.01% | −50−3.9% | Reduced |
| Curi Capital | 1,243 | $237.8K | 0.03% | +1+0.1% | Added |
| Peterson Wealth Services | 1,227 | $234.7K | 0.12% | −8−0.6% | Reduced |
| Cigna Investments Inc | 1,225 | $234.0K | 0.05% | −27−2.2% | Reduced |
| Hilltop Holdings Inc. | 1,223 | $233.9K | 0.03% | −241−16.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,221 | $233.6K | 0.14% | +7+0.6% | Added |
| Regions Financial Corp | 1,209 | $232.0K | 0.00% | +14+1.2% | Added |
| Canandaigua National Bank & Trust Co | 1,209 | $231.0K | 0.04% | +1,209 | New |
| Fund Management at Engine No. 1 LLC | 1,204 | $230.3K | 0.05% | +105+9.6% | Added |
| D.A. Davidson & Co. | 1,215 | $230.2K | 0.00% | −15−1.2% | Reduced |
| Montag A & Associates Inc | 1,200 | $229.5K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,183 | $226.0K | 0.02% | +1,183 | New |
| Financial Engines Advisors L.L.C. | 1,179 | $225.5K | 0.00% | +1,179 | New |
| Gallagher Fiduciary Advisors, LLC | 1,175 | $224.7K | 0.02% | +1,175 | New |
| StoneX Group Inc. | 1,174 | $224.6K | 0.02% | +1,174 | New |
| Forte Capital LLC | 1,160 | $221.9K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,153 | $220.5K | 0.00% | −16,597−93.5% | Reduced |
| Trust Asset Management LLC | 1,151 | $220.2K | 0.02% | +24+2.1% | Added |
| TD Private Client Wealth LLC | 1,149 | $219.8K | 0.01% | −102−8.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,145 | $219.0K | 0.02% | −3,394−74.8% | Reduced |
| Fisher Asset Management, LLC | 1,138 | $217.7K | 0.00% | −7,457−86.8% | Reduced |
| Ci Investments Inc. | 1,136 | $217.0K | 0.00% | +712+167.9% | Added |
| Quadrant Capital Group LLC | 1,130 | $216.1K | 0.02% | −9−0.8% | Reduced |
| Ossiam | 1,130 | $216.1K | 0.00% | +41+3.8% | Added |
| Washington Trust Bank | 1,127 | $215.6K | 0.02% | +1,127 | New |
| Symmetry Partners, LLC | 1,102 | $211.0K | 0.01% | 00.0% | Unchanged |
| Meritage Group LP | 1,078 | $206.0K | 0.01% | −150−12.2% | Reduced |
| Park National Corp | 1,076 | $205.8K | 0.01% | +1,076 | 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 |
| Gsa Capital Partners LLP | 1,055 | $202.0K | 0.02% | +1,055 | New |