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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
Conestoga Capital Advisors, LLC1,515$340.8K0.01%−210−12.2%Reduced
YHB Investment Advisors, Inc.1,525$343.1K0.03%+75+5.2%Added
Profund Advisors LLC1,531$344.4K0.02%+38+2.5%Added
Allred Capital Management, LLC1,531$344.4K0.17%+62+4.2%Added
Tiaa, FSB1,550$348.7K0.00%+4+0.3%Added
Revisor Wealth Management LLC1,600$360.0K0.32%−800−33.3%Reduced
Shakespeare Wealth Management, Inc.1,610$362.2K0.12%00.0%Unchanged
Red Door Wealth Management, LLC1,617$363.8K0.08%+1,617New
Clear Harbor Asset Management, LLC1,619$364.2K0.04%00.0%Unchanged
Great Lakes Retirement, Inc.1,640$368.9K0.07%−23−1.4%Reduced
Financial Advocates Investment Management1,640$369.0K0.03%−15−0.9%Reduced
Lumature Wealth Partners, LLC1,648$370.7K0.22%−126−7.1%Reduced
Shearwater Capital LLC1,694$381.2K0.33%00.0%Unchanged
National Asset Management, Inc.1,703$383.2K0.01%−96−5.3%Reduced
GM Advisory Group, Inc.1,744$392.4K0.03%00.0%Unchanged
Hoxton Planning & Management, LLC1,750$393.7K0.24%−95−5.1%Reduced
Arrowstreet Capital, Limited Partnership1,781$401.0K0.00%+1,781New
Pitcairn Co1,787$402.0K0.03%+2+0.1%Added
Courier Capital LLC1,807$406.5K0.03%00.0%Unchanged
MTM Investment Management, LLC1,824$410.4K0.20%+12+0.7%Added
Integrated Wealth Concepts LLC1,825$410.6K0.01%+1,825New
Sawtooth Solutions, LLC1,831$411.9K0.01%+67+3.8%Added
Bleakley Financial Group, LLC1,831$411.9K0.01%+67+3.8%Added
CWM, LLC1,831$412.0K0.00%+210+13.0%Added
MAI Capital Management1,833$412.4K0.01%+298+19.4%Added
Greenleaf Trust1,837$413.3K0.00%+263+16.7%Added
Beaumont Financial Advisors, LLC1,848$415.8K0.04%−49−2.6%Reduced
Wealthfront Advisers LLC1,872$421.2K0.00%−60−3.1%Reduced
Phillips Wealth Planners LLC1,887$424.5K0.56%+113+6.4%Added
Johnson Investment Counsel Inc1,933$434.8K0.01%+195+11.2%Added
Kohmann Bosshard Financial Services, LLC1,970$443.2K0.08%00.0%Unchanged
OneAscent Wealth Management LLC1,990$448.0K0.21%−6−0.3%Reduced
West Coast Financial LLC2,031$456.9K0.06%−782−27.8%Reduced
OneAscent Financial Services LLC2,056$462.0K0.21%+159+8.4%Added
Values First Advisors, Inc.2,055$462.4K0.28%−14−0.7%Reduced
Kestra Advisory Services, LLC2,076$467.1K0.00%−1,137−35.4%Reduced
American Trust2,094$471.1K0.03%+549+35.5%Added
Moody Aldrich Partners LLC2,160$486.0K0.09%−109−4.8%Reduced
WR Wealth Planners, LLC2,166$487.3K0.19%+98+4.7%Added
Vontobel Holding Ltd.2,169$488.0K0.00%00.0%Unchanged
Level Four Advisory Services, LLC2,185$491.6K0.03%−5−0.2%Reduced
Ci Investments Inc.2,204$496.0K0.00%+1,068+94.0%Added
Wetherby Asset Management Inc2,317$521.3K0.03%+15+0.7%Added
Tokio Marine Asset Management Co Ltd2,317$521.3K0.03%+37+1.6%Added
Alta Capital Management LLC2,355$529.8K0.04%−497−17.4%Reduced
Baker Tilly Wealth Management, LLC2,356$530.1K0.06%+21+0.9%Added
Vestcor Inc2,358$531.0K0.02%00.0%Unchanged
Ritholtz Wealth Management2,361$531.1K0.02%+2,361New
KB Financial Partners, LLC2,401$540.0K0.15%+85+3.7%Added
Bowman & Co S.C.2,425$546.7K0.41%+51+2.1%Added
SG Americas Securities, LLC2,453$552.0K0.00%+2,453New
SkyView Investment Advisors, LLC2,532$570.0K0.14%+103+4.2%Added
Magnolia Capital Advisors LLC2,536$570.6K0.29%00.0%Unchanged
Financial Insights, Inc.2,540$571.4K0.21%+1,105+77.0%Added
LRT Capital Management, LLC2,612$577.2K0.43%+2,612New
Veritable, L.P.2,583$581.2K0.01%−403−13.5%Reduced
First Manhattan Co2,584$581.3K0.00%00.0%Unchanged
Banque Cantonale Vaudoise2,600$585.0K0.03%00.0%Unchanged
Guardian Capital LP2,606$586.3K0.02%−65−2.4%Reduced
Ossiam2,623$590.1K0.01%+1,493+132.1%Added
Portside Wealth Group, LLC2,628$591.3K0.11%+2,628New
Sequoia Financial Advisors, LLC2,628$591.3K0.01%+1,345+104.8%Added
Glenview Trust Co2,635$592.8K0.02%+131+5.2%Added
Seven Eight Capital, LP2,653$596.9K0.10%−408−13.3%Reduced
Suncoast Equity Management2,675$601.8K0.09%+300+12.6%Added
Veriti Management LLC2,679$602.7K0.07%+161+6.4%Added
Dakota Wealth Management2,683$603.6K0.03%−245−8.4%Reduced
Cetera Advisors LLC2,727$613.6K0.01%−79−2.8%Reduced
Fifth Third Bancorp2,773$623.9K0.00%+10+0.4%Added
Cresset Asset Management, LLC2,783$626.1K0.00%+2,783New
TrinityPoint Wealth, LLC2,783$626.2K0.12%+66+2.4%Added
Resources Investment Advisors, LLC.2,798$629.5K0.01%+103+3.8%Added
NFJ Investment Group, LLC2,856$642.5K0.02%−74,069−96.3%Reduced
Welch & Forbes LLC2,878$647.5K0.01%+289+11.2%Added
Central Trust Co2,889$650.0K0.02%−2,861−49.8%Reduced
GWM Advisors LLC2,925$658.0K0.01%−1,124−27.8%Reduced
Oak Harbor Wealth Partners, LLC2,945$662.6K0.23%−476−13.9%Reduced
Intrust Bank NA2,948$663.2K0.08%−171−5.5%Reduced
WD Rutherford LLC2,970$668.2K0.43%00.0%Unchanged
Atria Wealth Solutions, Inc.2,971$668.4K0.01%−298−9.1%Reduced
Verition Fund Management LLC3,049$686.0K0.01%−332−9.8%Reduced
Seascape Capital Management3,089$695.0K0.33%−34−1.1%Reduced
Fiduciary Trust Co3,181$715.7K0.01%−525−14.2%Reduced
Beacon Pointe Advisors, LLC3,200$720.1K0.01%+3,200New
PAX Financial Group, LLC3,317$746.3K0.17%−279−7.8%Reduced
Westside Investment Management, Inc.3,388$762.2K0.22%−28−0.8%Reduced
Matisse Capital3,397$764.3K0.47%00.0%Unchanged
Los Angeles Capital Management LLC3,420$769.4K0.00%+3,420New
Signaturefd, LLC3,446$775.3K0.02%−19−0.5%Reduced
FDx Advisors, Inc.3,458$778.0K0.04%−2,861−45.3%Reduced
Wellington Shields Capital Management, LLC3,550$798.7K0.10%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund3,564$802.0K0.06%+31+0.9%Added
Ameritas Investment Partners, Inc.3,578$805.0K0.03%−99−2.7%Reduced
Northwestern Mutual Wealth Management Co3,598$809.5K0.00%+1,903+112.3%Added
Rodgers Brothers Inc.3,617$813.8K0.14%+3+0.1%Added
Alliance Wealth Advisors, LLC3,695$831.2K0.31%+190+5.4%Added
Evercore Wealth Management, LLC3,696$831.5K0.02%00.0%Unchanged
SYSTM Wealth Solutions LLC3,713$835.3K0.11%+453+13.9%Added
Retireful, LLC3,714$835.6K0.32%+3,714New
Main Street Financial Solutions, LLC3,786$851.9K0.11%−15−0.4%Reduced