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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 372 | $83.7K | 0.00% | +71+23.6% | Added |
| HM Payson & Co | 395 | $88.9K | 0.00% | +255+182.1% | Added |
| Alta Advisers Ltd | 400 | $90.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 415 | $93.4K | 0.01% | −16−3.7% | Reduced |
| Park Place Capital Corp | 444 | $99.9K | 0.03% | −22−4.7% | Reduced |
| Capstone Investment Advisors, LLC | 481 | $108.2K | 0.00% | +198+70.0% | Added |
| Key Financial Inc | 485 | $109.1K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 488 | $109.8K | 0.01% | −166−25.4% | Reduced |
| Desjardins Global Asset Management Inc. | 501 | $112.7K | 0.01% | −1,895−79.1% | Reduced |
| PEAK6 Investments LLC | 506 | $113.8K | 0.01% | −981−66.0% | Reduced |
| Stephenson National Bank & Trust | 511 | $115.0K | 0.06% | +511 | New |
| IFP Advisors, Inc | 922 | $116.8K | 0.01% | +2+0.2% | Added |
| Proequities, Inc. | 562 | $126.4K | 0.01% | −25−4.3% | Reduced |
| Allworth Financial LP | 565 | $127.1K | 0.00% | +8+1.4% | Added |
| Slocum, Gordon & Co LLP | 589 | $132.5K | 0.11% | 00.0% | Unchanged |
| Thomas White International Ltd | 597 | $134.3K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 604 | $135.9K | 0.01% | −90−13.0% | Reduced |
| Global Retirement Partners, LLC | 630 | $141.8K | 0.01% | +7+1.1% | Added |
| Sentry Investment Management LLC | 655 | $147.0K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 664 | $149.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 675 | $151.9K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 700 | $157.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 750 | $168.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 754 | $169.6K | 0.12% | +754 | New |
| Ancora Advisors, LLC | 873 | $196.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 914 | $205.6K | 0.01% | +914 | New |
| Meiji Yasuda Asset Management Co Ltd. | 925 | $208.0K | 0.01% | +925 | New |
| FSM Wealth Advisors, LLC | 932 | $208.7K | 0.10% | +932 | New |
| Ashford Capital Management Inc | 935 | $210.4K | 0.03% | +935 | New |
| Spears Abacus Advisors LLC | 935 | $210.4K | 0.02% | +935 | New |
| Rice Partnership, LLC | 935 | $210.4K | 0.06% | +935 | New |
| WSFS Capital Management, LLC | 943 | $212.2K | 0.02% | +943 | New |
| First Horizon Advisors, Inc. | 960 | $216.0K | 0.01% | +119+14.1% | Added |
| Moody National Bank Trust Division | 966 | $217.3K | 0.01% | +966 | New |
| Avantax Advisory Services, Inc. | 974 | $219.1K | 0.00% | +974 | New |
| Argent Trust Co | 975 | $219.4K | 0.01% | +975 | New |
| Sigma Investment Counselors Inc | 975 | $219.4K | 0.02% | +975 | New |
| Penserra Capital Management LLC | 988 | $221.0K | 0.00% | +982+16,366.7% | Added |
| Fulton Bank, N.A. | 984 | $221.4K | 0.01% | +984 | New |
| Tower Research Capital LLC (TRC) | 985 | $221.6K | 0.01% | −963−49.4% | Reduced |
| Fisher Asset Management, LLC | 993 | $223.4K | 0.00% | −145−12.7% | Reduced |
| Paragon Capital Management Ltd | 1,000 | $225.0K | 0.05% | +1,000 | New |
| Meeder Advisory Services, Inc. | 1,004 | $225.9K | 0.02% | +1,004 | New |
| CAPROCK Group, Inc. | 1,007 | $226.6K | 0.02% | +1,007 | New |
| Mutual Advisors, LLC | 1,009 | $227.1K | 0.01% | +1,009 | New |
| HBK Sorce Advisory LLC | 1,031 | $232.0K | 0.01% | +1,031 | New |
| Park National Corp | 1,046 | $235.3K | 0.01% | −30−2.8% | Reduced |
| FineMark National Bank & Trust | 1,054 | $237.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,059 | $238.1K | 0.00% | +596+128.7% | Added |
| TD Private Client Wealth LLC | 1,089 | $245.0K | 0.01% | −60−5.2% | Reduced |
| Forum Financial Management, LP | 1,099 | $247.3K | 0.01% | +44+4.2% | Added |
| Lido Advisors, LLC | 1,101 | $247.7K | 0.00% | +1,101 | New |
| Symmetry Partners, LLC | 1,102 | $248.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,108 | $249.3K | 0.02% | −22−1.9% | Reduced |
| Wellington Management Group LLP | 1,111 | $250.0K | 0.00% | +1,111 | New |
| Washington Trust Bank | 1,127 | $253.6K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 1,130 | $254.1K | 0.01% | +1,130 | New |
| Hilltop Holdings Inc. | 1,131 | $254.4K | 0.03% | −92−7.5% | Reduced |
| Canandaigua National Bank & Trust Co | 1,132 | $254.7K | 0.04% | −77−6.4% | Reduced |
| Regions Financial Corp | 1,146 | $257.8K | 0.00% | −63−5.2% | Reduced |
| Trust Asset Management LLC | 1,151 | $259.0K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 1,160 | $261.0K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,177 | $264.8K | 0.13% | −44−3.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,177 | $264.9K | 0.02% | +2+0.2% | Added |
| Financial Engines Advisors L.L.C. | 1,179 | $265.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,179 | $265.3K | 0.03% | +118+11.1% | Added |
| 9258 Wealth Management, LLC | 1,179 | $265.3K | 0.05% | +1,179 | New |
| Simon Quick Advisors, LLC | 1,189 | $267.6K | 0.02% | −388−24.6% | Reduced |
| Montag A & Associates Inc | 1,200 | $270.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,202 | $270.4K | 0.01% | +1,202 | New |
| Parallel Advisors, LLC | 1,212 | $272.7K | 0.01% | −36−2.9% | Reduced |
| D.A. Davidson & Co. | 1,215 | $273.4K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,225 | $275.0K | 0.05% | 00.0% | Unchanged |
| Sonen Capital LLC | 1,234 | $277.6K | 0.46% | +1,234 | New |
| InterOcean Capital Group, LLC | 1,241 | $279.2K | 0.01% | −28−2.2% | Reduced |
| Firethorn Wealth Partners, LLC | 1,243 | $279.6K | 0.21% | 00.0% | Unchanged |
| Curi Capital | 1,243 | $279.7K | 0.04% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,244 | $279.9K | 0.13% | +17+1.4% | Added |
| Private Advisor Group, LLC | 1,261 | $284.3K | 0.00% | +1,261 | New |
| McDonald Partners LLC | 1,282 | $288.4K | 0.09% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,294 | $291.1K | 0.05% | +90+7.5% | Added |
| Teton Advisors, Inc. | 1,300 | $292.5K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,328 | $299.0K | 0.06% | −94−6.6% | Reduced |
| Checchi Capital Advisers, LLC | 1,330 | $299.2K | 0.03% | −41−3.0% | Reduced |
| Change Path, LLC | 1,343 | $302.0K | 0.01% | +1,343 | New |
| Wellington Shields & Co., LLC | 1,350 | $303.7K | 0.07% | −50−3.6% | Reduced |
| Winton Group Ltd | 1,358 | $305.5K | 0.03% | +1,358 | New |
| Advisor OS, LLC | 1,372 | $308.7K | 0.05% | +50+3.8% | Added |
| Horizon Investments, LLC | 1,378 | $310.0K | 0.01% | +122+9.7% | Added |
| TD Waterhouse Canada Inc. | 1,419 | $311.3K | 0.00% | −52−3.5% | Reduced |
| DFPG Investments, LLC | 1,369 | $311.4K | 0.03% | +1,369 | New |
| Davenport & Co LLC | 1,385 | $311.6K | 0.00% | −4−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 1,390 | $312.7K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,415 | $318.4K | 0.07% | +1+0.1% | Added |
| Apollon Wealth Management, LLC | 1,417 | $318.8K | 0.02% | +1,417 | New |
| Wahed Invest LLC | 1,432 | $322.2K | 0.11% | +148+11.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,463 | $329.1K | 0.05% | −103−6.6% | Reduced |
| Vident Investment Advisory, LLC | 1,463 | $329.1K | 0.01% | +21+1.5% | Added |
| Eqis Capital Management, Inc. | 1,488 | $334.8K | 0.04% | −293−16.5% | Reduced |
| Hummer Financial Advisory Services Inc | 1,500 | $337.5K | 0.33% | −1,000−40.0% | Reduced |