Skip to main content
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, Q3 2023

Institutional positions in STERIS plc as of Sep 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
684
+36 vs. Q2 2023
Shares held
92.3M
+1.43M (+1.6%) vs. Q2 2023
Total value
$20.3B
−$105.3M (−0.5%) vs. Q2 2023
New holders
74
240 more added
Sold out
38
260 more reduced

10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 684 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 heldQ3 2023: $20.3B
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, Q3 2023

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q2 2023.

Institutions holding STE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
WestEnd Advisors, LLC1$2190.00%+1New
Cherry Tree Wealth Management, LLC2$3300.00%00.0%Unchanged
JJJ Advisors Inc.2$4390.00%00.0%Unchanged
True Wealth Design, LLC2$4390.00%00.0%Unchanged
West Paces Advisors Inc.3$6580.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$6590.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc3$6590.00%+1+50.0%Added
Bokf, NA4$8400.00%+1+33.3%Added
Valley National Advisers Inc5$1.00K0.00%+5New
Avion Wealth7$1.00K0.00%+7New
Archer Investment Corp5$1.10K0.00%00.0%Unchanged
Gradient Investments LLC5$1.10K0.00%+5New
Prestige Wealth Management Group LLC5$1.10K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC5$1.10K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC5$1.10K0.00%+5New
West Tower Group, LLC6$1.32K0.00%−138−95.8%Reduced
Front Row Advisors LLC6$1.32K0.00%00.0%Unchanged
Jones Financial Companies LLLP6$1.32K0.00%+6New
Financial Perspectives, Inc7$1.59K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC9$1.98K0.00%00.0%Unchanged
Bollard Group LLC10$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc10$2.19K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$2.19K0.00%00.0%Unchanged
Manchester Capital Management LLC10$2.19K0.00%+6+150.0%Added
Geneos Wealth Management Inc.11$2.41K0.00%+3+37.5%Added
Beacon Capital Management, LLC12$2.70K0.00%00.0%Unchanged
St Germain D J Co Inc13$2.85K0.00%+13New
Washington Trust Advisors, Inc.14$3.13K0.00%+3+27.3%Added
Oakworth Capital, Inc.16$3.51K0.00%−59−78.7%Reduced
Abound Wealth Management16$3.51K0.00%00.0%Unchanged
Cornerstone Planning Group LLC17$3.73K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$3.95K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$3.95K0.00%00.0%Unchanged
Tyler-Stone Wealth Management17$4.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.17$4.00K0.00%00.0%Unchanged
Solstein Capital, LLC19$4.17K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP20$4.39K0.00%00.0%Unchanged
Eagle Bay Advisors LLC24$5.27K0.00%+6+33.3%Added
Sutton Wealth Advisors Inc.27$5.92K0.00%+6+28.6%Added
Macroview Investment Management LLC27$5.92K0.01%+27New
Steward Financial Group LLC31$6.00K0.00%+31New
Global Financial Private Client, LLC28$6.03K0.00%00.0%Unchanged
Zions Bancorporation, N.A.28$6.14K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC29$6.36K0.00%+29New
Financial Management Professionals, Inc.33$7.00K0.00%00.0%Unchanged
Milestone Investment Advisors LLC35$7.68K0.00%+35New
Foster Dykema Cabot & Co Inc37$8.00K0.00%00.0%Unchanged
Tucker Asset Management LLC37$8.12K0.00%00.0%Unchanged
MV Capital Management, Inc.38$8.34K0.00%+1+2.7%Added
Bell Investment Advisors, Inc39$8.56K0.00%−2−4.9%Reduced
JFS Wealth Advisors, LLC39$8.56K0.00%+5+14.7%Added
Cambridge Trust Co40$8.78K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton47$10.3K0.00%00.0%Unchanged
Grove Bank & Trust51$11.2K0.00%+51New
Harbor Investment Advisory, LLC52$11.4K0.00%00.0%Unchanged
Sofos Investments, Inc.53$11.4K0.00%−172−76.4%Reduced
Sugarloaf Wealth Management, LLC54$11.8K0.00%00.0%Unchanged
Silicon Valley Capital Partners57$12.6K0.00%00.0%Unchanged
DT Investment Partners, LLC58$12.7K0.00%00.0%Unchanged
Quent Capital, LLC63$13.8K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc65$14.3K0.00%00.0%Unchanged
Delta Asset Management LLC68$14.9K0.00%00.0%Unchanged
J.Safra Asset Management Corp68$14.9K0.00%+68New
Covestor Ltd73$16.0K0.01%−94−56.3%Reduced
Baldwin Brothers Inc73$16.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC75$16.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co75$16.5K0.00%+74+7,400.0%Added
Earnest Partners LLC78$17.1K0.00%00.0%Unchanged
Johnson Financial Group, Inc.80$17.6K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.80$17.7K0.01%−17−17.5%Reduced
Quarry LP86$18.9K0.01%+86New
Kelly Financial Services LLC89$19.6K0.01%+18+25.4%Added
Householder Group Estate & Retirement Specialist, LLC89$19.7K0.01%+89New
Centerpoint Advisors, LLC91$20.0K0.01%−1−1.1%Reduced
Lindbrook Capital, LLC98$21.5K0.00%+4+4.3%Added
AlphaMark Advisors, LLC100$22.0K0.01%−50−33.3%Reduced
Sound Income Strategies, LLC105$23.0K0.00%00.0%Unchanged
Spire Wealth Management108$23.7K0.00%+1+0.9%Added
Millburn Ridgefield Corp115$25.2K0.00%+115New
Catalyst Capital Advisors LLC115$25.2K0.00%+115New
AdvisorNet Financial, Inc127$27.9K0.00%−10−7.3%Reduced
HighMark Wealth Management LLC134$29.5K0.02%00.0%Unchanged
State of Wyoming145$31.8K0.01%+47+48.0%Added
Tfo-TDC, LLC162$36.4K0.01%+4+2.5%Added
Desjardins Global Asset Management Inc.176$38.6K0.00%−325−64.9%Reduced
Pinnacle Financial Partners Inc200$43.9K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.225$49.4K0.01%+225New
NBC Securities, Inc.232$50.0K0.01%+232New
Parkside Financial Bank & Trust228$50.0K0.01%+18+8.6%Added
Harbour Investments, Inc.237$52.0K0.00%+26+12.3%Added
Exchange Traded Concepts, LLC246$54.0K0.00%+246New
Larson Financial Group LLC253$55.5K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP301$66.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC319$70.2K0.01%+64+25.1%Added
ORG Partners LLC324$71.1K0.02%−12−3.6%Reduced
Asset Dedication, LLC338$74.0K0.01%+25+8.0%Added
Simplex Trading, LLC362$79.0K0.00%+362New
Bartlett & Co. Wealth Management LLC367$80.5K0.00%00.0%Unchanged
Bartlett & Co. LLC367$81.0K0.00%00.0%Unchanged