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Livermore
Livermore
ZHEN

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
Banque Cantonale Vaudoise2,600$585.0K0.03%00.0%Unchanged
First Manhattan Co2,584$581.3K0.00%00.0%Unchanged
Veritable, L.P.2,583$581.2K0.01%−403−13.5%Reduced
LRT Capital Management, LLC2,612$577.2K0.43%+2,612New
Financial Insights, Inc.2,540$571.4K0.21%+1,105+77.0%Added
Magnolia Capital Advisors LLC2,536$570.6K0.29%00.0%Unchanged
SkyView Investment Advisors, LLC2,532$570.0K0.14%+103+4.2%Added
SG Americas Securities, LLC2,453$552.0K0.00%+2,453New
Bowman & Co S.C.2,425$546.7K0.41%+51+2.1%Added
KB Financial Partners, LLC2,401$540.0K0.15%+85+3.7%Added
Ritholtz Wealth Management2,361$531.1K0.02%+2,361New
Vestcor Inc2,358$531.0K0.02%00.0%Unchanged
Baker Tilly Wealth Management, LLC2,356$530.1K0.06%+21+0.9%Added
Alta Capital Management LLC2,355$529.8K0.04%−497−17.4%Reduced
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
Ci Investments Inc.2,204$496.0K0.00%+1,068+94.0%Added
Level Four Advisory Services, LLC2,185$491.6K0.03%−5−0.2%Reduced
Vontobel Holding Ltd.2,169$488.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC2,166$487.3K0.19%+98+4.7%Added
Moody Aldrich Partners LLC2,160$486.0K0.09%−109−4.8%Reduced
American Trust2,094$471.1K0.03%+549+35.5%Added
Kestra Advisory Services, LLC2,076$467.1K0.00%−1,137−35.4%Reduced
Values First Advisors, Inc.2,055$462.4K0.28%−14−0.7%Reduced
OneAscent Financial Services LLC2,056$462.0K0.21%+159+8.4%Added
West Coast Financial LLC2,031$456.9K0.06%−782−27.8%Reduced
OneAscent Wealth Management LLC1,990$448.0K0.21%−6−0.3%Reduced
Kohmann Bosshard Financial Services, LLC1,970$443.2K0.08%00.0%Unchanged
Johnson Investment Counsel Inc1,933$434.8K0.01%+195+11.2%Added
Phillips Wealth Planners LLC1,887$424.5K0.56%+113+6.4%Added
Wealthfront Advisers LLC1,872$421.2K0.00%−60−3.1%Reduced
Beaumont Financial Advisors, LLC1,848$415.8K0.04%−49−2.6%Reduced
Greenleaf Trust1,837$413.3K0.00%+263+16.7%Added
MAI Capital Management1,833$412.4K0.01%+298+19.4%Added
CWM, LLC1,831$412.0K0.00%+210+13.0%Added
Sawtooth Solutions, LLC1,831$411.9K0.01%+67+3.8%Added
Bleakley Financial Group, LLC1,831$411.9K0.01%+67+3.8%Added
Integrated Wealth Concepts LLC1,825$410.6K0.01%+1,825New
MTM Investment Management, LLC1,824$410.4K0.20%+12+0.7%Added
Courier Capital LLC1,807$406.5K0.03%00.0%Unchanged
Pitcairn Co1,787$402.0K0.03%+2+0.1%Added
Arrowstreet Capital, Limited Partnership1,781$401.0K0.00%+1,781New
Hoxton Planning & Management, LLC1,750$393.7K0.24%−95−5.1%Reduced
GM Advisory Group, Inc.1,744$392.4K0.03%00.0%Unchanged
National Asset Management, Inc.1,703$383.2K0.01%−96−5.3%Reduced
Shearwater Capital LLC1,694$381.2K0.33%00.0%Unchanged
Lumature Wealth Partners, LLC1,648$370.7K0.22%−126−7.1%Reduced
Financial Advocates Investment Management1,640$369.0K0.03%−15−0.9%Reduced
Great Lakes Retirement, Inc.1,640$368.9K0.07%−23−1.4%Reduced
Clear Harbor Asset Management, LLC1,619$364.2K0.04%00.0%Unchanged
Red Door Wealth Management, LLC1,617$363.8K0.08%+1,617New
Shakespeare Wealth Management, Inc.1,610$362.2K0.12%00.0%Unchanged
Revisor Wealth Management LLC1,600$360.0K0.32%−800−33.3%Reduced
Tiaa, FSB1,550$348.7K0.00%+4+0.3%Added
Profund Advisors LLC1,531$344.4K0.02%+38+2.5%Added
Allred Capital Management, LLC1,531$344.4K0.17%+62+4.2%Added
YHB Investment Advisors, Inc.1,525$343.1K0.03%+75+5.2%Added
Conestoga Capital Advisors, LLC1,515$340.8K0.01%−210−12.2%Reduced
Hummer Financial Advisory Services Inc1,500$337.5K0.33%−1,000−40.0%Reduced
Eqis Capital Management, Inc.1,488$334.8K0.04%−293−16.5%Reduced
Vident Investment Advisory, LLC1,463$329.1K0.01%+21+1.5%Added
Pinnacle Wealth Planning Services, Inc.1,463$329.1K0.05%−103−6.6%Reduced
Wahed Invest LLC1,432$322.2K0.11%+148+11.5%Added
Apollon Wealth Management, LLC1,417$318.8K0.02%+1,417New
Confluence Wealth Services, Inc.1,415$318.4K0.07%+1+0.1%Added
Azimuth Capital Investment Management LLC1,390$312.7K0.01%00.0%Unchanged
Davenport & Co LLC1,385$311.6K0.00%−4−0.3%Reduced
DFPG Investments, LLC1,369$311.4K0.03%+1,369New
TD Waterhouse Canada Inc.1,419$311.3K0.00%−52−3.5%Reduced
Horizon Investments, LLC1,378$310.0K0.01%+122+9.7%Added
Advisor OS, LLC1,372$308.7K0.05%+50+3.8%Added
Winton Group Ltd1,358$305.5K0.03%+1,358New
Wellington Shields & Co., LLC1,350$303.7K0.07%−50−3.6%Reduced
Change Path, LLC1,343$302.0K0.01%+1,343New
Checchi Capital Advisers, LLC1,330$299.2K0.03%−41−3.0%Reduced
Hanson & Doremus Investment Management1,328$299.0K0.06%−94−6.6%Reduced
Teton Advisors, Inc.1,300$292.5K0.08%00.0%Unchanged
Fund Management at Engine No. 1 LLC1,294$291.1K0.05%+90+7.5%Added
McDonald Partners LLC1,282$288.4K0.09%00.0%Unchanged
Private Advisor Group, LLC1,261$284.3K0.00%+1,261New
Peterson Wealth Services1,244$279.9K0.13%+17+1.4%Added
Curi Capital1,243$279.7K0.04%00.0%Unchanged
Firethorn Wealth Partners, LLC1,243$279.6K0.21%00.0%Unchanged
InterOcean Capital Group, LLC1,241$279.2K0.01%−28−2.2%Reduced
Sonen Capital LLC1,234$277.6K0.46%+1,234New
Cigna Investments Inc1,225$275.0K0.05%00.0%Unchanged
D.A. Davidson & Co.1,215$273.4K0.00%00.0%Unchanged
Parallel Advisors, LLC1,212$272.7K0.01%−36−2.9%Reduced
Advisors Asset Management, Inc.1,202$270.4K0.01%+1,202New
Montag A & Associates Inc1,200$270.0K0.02%00.0%Unchanged
Simon Quick Advisors, LLC1,189$267.6K0.02%−388−24.6%Reduced
Financial Engines Advisors L.L.C.1,179$265.3K0.00%00.0%Unchanged
Private Trust Co NA1,179$265.3K0.03%+118+11.1%Added
9258 Wealth Management, LLC1,179$265.3K0.05%+1,179New
Gallagher Fiduciary Advisors, LLC1,177$264.9K0.02%+2+0.2%Added
Opal Wealth Advisors, LLC1,177$264.8K0.13%−44−3.6%Reduced
Forte Capital LLC1,160$261.0K0.04%00.0%Unchanged
Trust Asset Management LLC1,151$259.0K0.03%00.0%Unchanged
Regions Financial Corp1,146$257.8K0.00%−63−5.2%Reduced
Canandaigua National Bank & Trust Co1,132$254.7K0.04%−77−6.4%Reduced