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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 1,055 | $201.8K | 0.01% | +1,055 | New |
| FineMark National Bank & Trust | 1,054 | $201.6K | 0.01% | −377−26.3% | Reduced |
| Krilogy Financial LLC | 1,049 | $200.7K | 0.02% | +1,049 | New |
| Mirova | 880 | $168.3K | 0.02% | +880 | New |
| Ancora Advisors, LLC | 873 | $167.0K | 0.00% | +65+8.0% | Added |
| First Horizon Advisors, Inc. | 841 | $160.9K | 0.01% | +59+7.5% | Added |
| Compagnie Lombard Odier SCmA | 750 | $143.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 700 | $134.0K | 0.01% | −930−57.1% | Reduced |
| Natixis Investment Managers International | 694 | $132.7K | 0.01% | +694 | New |
| Center for Financial Planning, Inc. | 675 | $129.1K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 664 | $127.0K | 0.00% | +223+50.6% | Added |
| Chilton Capital Management LLC | 654 | $125.1K | 0.01% | +654 | New |
| Sentry Investment Management LLC | 655 | $125.0K | 0.05% | −19−2.8% | Reduced |
| South State Corp. | 633 | $121.1K | 0.01% | −61−8.8% | Reduced |
| Belpointe Asset Management LLC | 632 | $120.9K | 0.01% | +45+7.7% | Added |
| Global Retirement Partners, LLC | 623 | $116.9K | 0.01% | +41+7.0% | Added |
| IFP Advisors, Inc | 920 | $116.5K | 0.01% | −340−27.0% | Reduced |
| Thomas White International Ltd | 597 | $114.2K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 589 | $112.7K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 587 | $112.3K | 0.01% | −354−37.6% | Reduced |
| Allworth Financial LP | 557 | $106.5K | 0.00% | +25+4.7% | Added |
| Key Financial Inc | 485 | $92.8K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 466 | $89.1K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 463 | $88.4K | 0.00% | +31+7.2% | Added |
| Venturi Wealth Management, LLC | 433 | $82.8K | 0.01% | +433 | New |
| SRS Capital Advisors, Inc. | 431 | $82.4K | 0.01% | +24+5.9% | Added |
| Alta Advisers Ltd | 400 | $76.5K | 0.05% | +400 | New |
| Bartlett & Co. Wealth Management LLC | 367 | $70.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 367 | $70.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 321 | $62.0K | 0.01% | +158+96.9% | Added |
| Harbour Investments, Inc. | 309 | $59.1K | 0.00% | −252−44.9% | Reduced |
| Massmutual Trust Co FSB | 301 | $57.6K | 0.00% | +276+1,104.0% | Added |
| Baker Avenue Asset Management, LP | 300 | $57.4K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 283 | $54.1K | 0.00% | +283 | New |
| Advisory Services Network, LLC | 276 | $52.8K | 0.00% | −64−18.8% | Reduced |
| Pointe Capital Management LLC | 265 | $50.7K | 0.04% | +265 | New |
| Larson Financial Group LLC | 253 | $48.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 200 | $38.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 199 | $38.1K | 0.01% | +1+0.5% | Added |
| Covestor Ltd | 197 | $38.0K | 0.03% | −85−30.1% | Reduced |
| Clear Street Markets LLC | 194 | $37.0K | 0.01% | −1,535−88.8% | Reduced |
| Crewe Advisors LLC | 191 | $36.5K | 0.01% | −131−40.7% | Reduced |
| Farther Finance Advisors, LLC | 175 | $33.5K | 0.01% | +9+5.4% | Added |
| Ronald Blue Trust, Inc. | 180 | $33.0K | 0.00% | +136+309.1% | Added |
| EverSource Wealth Advisors, LLC | 171 | $32.7K | 0.00% | +101+144.3% | Added |
| AlphaMark Advisors, LLC | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 140 | $26.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 134 | $25.6K | 0.02% | +1+0.8% | Added |
| AdvisorNet Financial, Inc | 130 | $24.9K | 0.00% | −24−15.6% | Reduced |
| Clearview Wealth Advisors LLC | 107 | $20.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $19.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 96 | $18.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 92 | $18.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 90 | $17.0K | 0.01% | +1+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 84 | $16.1K | 0.00% | +15+21.7% | Added |
| Johnson Financial Group, Inc. | 80 | $15.3K | 0.00% | +80 | New |
| State of Wyoming | 79 | $15.1K | 0.00% | +1+1.3% | Added |
| Earnest Partners LLC | 78 | $14.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 75 | $14.3K | 0.00% | +75 | New |
| Baldwin Brothers Inc | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $13.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 70 | $13.4K | 0.00% | −429−86.0% | Reduced |
| Delta Asset Management LLC | 68 | $13.0K | 0.00% | −76−52.8% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 63 | $11.9K | 0.00% | +5+8.6% | Added |
| International Assets Investment Management, LLC | 60 | $11.5K | 0.00% | +60 | New |
| DT Investment Partners, LLC | 58 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $9.95K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $9.56K | 0.00% | −21−29.6% | Reduced |
| TCI Wealth Advisors, Inc. | 49 | $9.37K | 0.00% | −25−33.8% | Reduced |
| Rosenberg Matthew Hamilton | 47 | $8.99K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $8.82K | 0.00% | +46 | New |
| Cambridge Trust Co | 40 | $7.65K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 40 | $7.65K | 0.00% | +18+81.8% | Added |
| Tucker Asset Management LLC | 37 | $7.08K | 0.00% | +37 | New |
| Bell Investment Advisors, Inc | 36 | $6.89K | 0.00% | −19−34.5% | Reduced |
| MV Capital Management, Inc. | 35 | $6.70K | 0.00% | +13+59.1% | Added |
| Milestone Investment Advisors LLC | 35 | $6.70K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 33 | $6.00K | 0.00% | +18+120.0% | Added |
| Steward Financial Group LLC | 35 | $6.00K | 0.00% | +22+169.2% | Added |
| Logan Capital Management Inc | 30 | $5.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $5.36K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $5.33K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $4.59K | 0.00% | −2−7.7% | Reduced |
| Sutton Wealth Advisors Inc. | 21 | $4.02K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $4.02K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 20 | $3.83K | 0.00% | −8−28.6% | Reduced |
| Schubert & Co | 20 | $3.83K | 0.00% | +3+17.6% | Added |
| Grey Fox Wealth Advisors, LLC | 20 | $3.83K | 0.00% | +20 | New |
| Western Pacific Wealth Management, LP | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $3.63K | 0.00% | 00.0% | Unchanged |
| American National Bank | 19 | $3.63K | 0.00% | +19 | New |
| Annapolis Financial Services, LLC | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $3.06K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 16 | $3.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.87K | 0.00% | +5+50.0% | Added |
| BerganKDV Wealth Management, LLC | 12 | $2.30K | 0.00% | 00.0% | Unchanged |