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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, Q2 2023

Institutional positions in STERIS plc as of Jun 30, 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
658
+36 vs. Q1 2023
Shares held
92.5M
−921.1K (−1.0%) vs. Q1 2023
Total value
$20.7B
+$2.87B (+16.1%) vs. Q1 2023
New holders
80
232 more added
Sold out
44
244 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 658 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 heldQ2 2023: $20.7B
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, Q2 2023

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q1 2023.

Institutions holding STE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Brown Brothers Harriman & Co1$2250.00%−1−50.0%Reduced
Cherry Tree Wealth Management, LLC2$3380.00%+2New
True Wealth Design, LLC2$4500.00%−2−50.0%Reduced
JJJ Advisors Inc.2$4500.00%+1+100.0%Added
Glass Jacobson Investment Advisors llc2$4500.00%+2New
25 LLC2$4580.00%+2New
Bokf, NA3$6750.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$6750.00%00.0%Unchanged
West Paces Advisors Inc.3$6750.00%00.0%Unchanged
Manchester Capital Management LLC4$9000.00%−2,764−99.9%Reduced
Front Row Advisors LLC6$1.00K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC5$1.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.3$1.00K0.00%+3New
Archer Investment Corp5$1.13K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$1.13K0.00%+5New
Financial Perspectives, Inc7$1.63K0.00%00.0%Unchanged
1832 Asset Management L.P.8$1.80K0.00%+8New
BerganKDV Wealth Management, LLC8$1.80K0.00%−4−33.3%Reduced
Geneos Wealth Management Inc.8$1.80K0.00%00.0%Unchanged
Disciplined Investments, LLC8$1.80K0.00%+2+33.3%Added
Bollard Group LLC10$2.00K0.00%+10New
Glen Eagle Advisors, LLC9$2.02K0.00%00.0%Unchanged
Versant Capital Management, Inc10$2.25K0.00%+1+11.1%Added
SJS Investment Consulting Inc.10$2.25K0.00%+2+25.0%Added
Sofos Investments, Inc.225$2.39K0.01%+34+17.8%Added
Washington Trust Advisors, Inc.11$2.44K0.00%+11New
Beacon Capital Management, LLC12$2.70K0.00%+12New
Ronald Blue Trust, Inc.17$3.00K0.00%−163−90.6%Reduced
Crewe Advisors LLC14$3.15K0.00%−177−92.7%Reduced
Abound Wealth Management16$3.60K0.00%00.0%Unchanged
Cornerstone Planning Group LLC17$3.83K0.00%+17New
Tyler-Stone Wealth Management17$4.00K0.00%+17New
Eagle Bay Advisors LLC18$4.05K0.00%−6−25.0%Reduced
Annapolis Financial Services, LLC18$4.05K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$4.05K0.00%00.0%Unchanged
Solstein Capital, LLC19$4.28K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP20$4.50K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.21$4.72K0.00%00.0%Unchanged
Vigilant Capital Management, LLC25$6.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC28$6.14K0.00%00.0%Unchanged
Zions Bancorporation, N.A.28$6.30K0.00%00.0%Unchanged
Logan Capital Management Inc30$6.75K0.00%00.0%Unchanged
First Command Bank30$6.75K0.00%+30New
First Command Financial Services, Inc.30$6.75K0.00%+30New
Financial Management Professionals, Inc.33$7.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$7.65K0.00%+14+70.0%Added
CVA Family Office, LLC35$7.87K0.00%+20+133.3%Added
Foster Dykema Cabot & Co Inc37$8.00K0.00%+37New
Tucker Asset Management LLC37$8.32K0.00%00.0%Unchanged
MV Capital Management, Inc.37$8.32K0.00%+2+5.7%Added
Cambridge Trust Co40$9.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$9.22K0.00%+5+13.9%Added
Rosenberg Matthew Hamilton47$10.6K0.00%00.0%Unchanged
South State Corp.50$11.2K0.00%−583−92.1%Reduced
Harbor Investment Advisory, LLC52$11.7K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$12.1K0.00%00.0%Unchanged
Silicon Valley Capital Partners57$12.9K0.00%+57New
DT Investment Partners, LLC58$13.0K0.00%00.0%Unchanged
Quent Capital, LLC63$14.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc65$14.6K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.65$14.6K0.01%+65New
Delta Asset Management LLC68$15.3K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC70$15.7K0.00%00.0%Unchanged
Kelly Financial Services LLC71$16.0K0.01%+25+54.3%Added
Baldwin Brothers Inc73$16.4K0.00%00.0%Unchanged
Column Capital Advisors, LLC75$16.9K0.00%00.0%Unchanged
Oakworth Capital, Inc.75$16.9K0.00%+59+368.8%Added
Earnest Partners LLC78$17.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.80$18.0K0.00%00.0%Unchanged
Centerpoint Advisors, LLC92$21.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC94$21.1K0.00%+44+88.0%Added
Newbridge Financial Services Group, Inc.97$21.7K0.01%+1+1.0%Added
State of Wyoming98$22.0K0.01%+19+24.1%Added
Sound Income Strategies, LLC105$23.6K0.00%+105New
Spire Wealth Management107$24.1K0.00%+7+7.0%Added
Clearview Wealth Advisors LLC108$24.3K0.02%+1+0.9%Added
Harbor Capital Advisors, Inc.114$25.6K0.01%+114New
Clear Street Markets LLC129$29.0K0.01%−65−33.5%Reduced
HighMark Wealth Management LLC134$30.1K0.02%00.0%Unchanged
AdvisorNet Financial, Inc137$30.8K0.00%+7+5.4%Added
Fiduciary Alliance LLC140$31.5K0.01%+140New
West Tower Group, LLC144$32.4K0.02%+144New
AlphaMark Advisors, LLC150$34.0K0.02%00.0%Unchanged
Tfo-TDC, LLC158$35.5K0.01%+158New
Covestor Ltd167$38.0K0.03%−30−15.2%Reduced
Robeco Institutional Asset Management B.V.197$44.3K0.00%+197New
Pinnacle Financial Partners Inc200$45.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust210$47.2K0.01%+11+5.5%Added
Harbour Investments, Inc.211$47.5K0.00%−98−31.7%Reduced
Cary Street Partner Investment Advisory LLC229$51.5K0.00%+145+172.6%Added
Larson Financial Group LLC253$57.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC255$57.5K0.01%+84+49.1%Added
Farther Finance Advisors, LLC277$62.4K0.01%+102+58.3%Added
Baker Avenue Asset Management, LP301$67.7K0.00%+1+0.3%Added
Asset Dedication, LLC313$71.0K0.01%−8−2.5%Reduced
Mirova327$73.6K0.01%−553−62.8%Reduced
ORG Partners LLC336$73.6K0.01%+336New
Bartlett & Co. Wealth Management LLC367$82.6K0.00%00.0%Unchanged
Bartlett & Co. LLC367$83.0K0.00%00.0%Unchanged