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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 1,398 | $306.7K | 0.01% | +1,398 | New |
| iA Global Asset Management Inc. | 1,399 | $307.0K | 0.01% | +1,399 | New |
| BBR Partners, LLC | 1,409 | $309.2K | 0.03% | +1,409 | New |
| Fund Management at Engine No. 1 LLC | 1,412 | $309.8K | 0.05% | +118+9.1% | Added |
| Centiva Capital, LP | 1,427 | $313.1K | 0.02% | +1,427 | New |
| Confluence Wealth Services, Inc. | 1,444 | $316.9K | 0.06% | +29+2.0% | Added |
| Advisor OS, LLC | 1,450 | $318.2K | 0.05% | +78+5.7% | Added |
| Horizon Investments, LLC | 1,458 | $319.9K | 0.01% | +80+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,466 | $321.7K | 0.05% | +3+0.2% | Added |
| Fox Run Management, L.L.C. | 1,482 | $325.2K | 0.10% | +1,482 | New |
| Hummer Financial Advisory Services Inc | 1,500 | $329.1K | 0.34% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,515 | $332.4K | 0.02% | −16−1.0% | Reduced |
| Simon Quick Advisors, LLC | 1,520 | $333.5K | 0.03% | +331+27.8% | Added |
| YHB Investment Advisors, Inc. | 1,525 | $334.6K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,529 | $335.5K | 0.00% | −1,520−49.9% | Reduced |
| Wahed Invest LLC | 1,545 | $339.0K | 0.11% | +113+7.9% | Added |
| Tiaa Trust, National Association | 1,564 | $343.2K | 0.00% | +1,564 | New |
| Sawtooth Solutions, LLC | 1,581 | $346.9K | 0.01% | −250−13.7% | Reduced |
| Bleakley Financial Group, LLC | 1,581 | $346.9K | 0.01% | −250−13.7% | Reduced |
| MAI Capital Management | 1,582 | $347.1K | 0.01% | −251−13.7% | Reduced |
| Financial Advocates Investment Management | 1,610 | $353.3K | 0.03% | −30−1.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,610 | $353.3K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,619 | $355.2K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,652 | $362.5K | 0.01% | +450+37.4% | Added |
| Values First Advisors, Inc. | 1,654 | $362.9K | 0.23% | −401−19.5% | Reduced |
| Man Group plc | – | $366.7K | 0.00% | – | – |
| OneAscent Financial Services LLC | 1,683 | $369.0K | 0.10% | −373−18.1% | Reduced |
| Shearwater Capital LLC | 1,694 | $371.8K | 0.34% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,703 | $374.0K | 0.24% | −47−2.7% | Reduced |
| V-Square Quantitative Management LLC | 1,732 | $380.0K | 0.17% | +978+129.7% | Added |
| GM Advisory Group, Inc. | 1,744 | $382.7K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 1,774 | $389.3K | 0.03% | −33−1.8% | Reduced |
| Dana Investment Advisors, Inc. | 1,780 | $390.6K | 0.02% | +1,780 | New |
| West Coast Financial LLC | 1,789 | $392.5K | 0.06% | −242−11.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,799 | $394.7K | 0.00% | −1,799−50.0% | Reduced |
| American Trust | 1,829 | $401.3K | 0.03% | −265−12.7% | Reduced |
| MTM Investment Management, LLC | 1,846 | $405.0K | 0.20% | +22+1.2% | Added |
| Beaumont Financial Advisors, LLC | 1,855 | $407.0K | 0.04% | +7+0.4% | Added |
| Greenleaf Trust | 1,888 | $414.3K | 0.00% | +51+2.8% | Added |
| Ci Investments Inc. | 1,923 | $422.0K | 0.00% | −281−12.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,930 | $423.5K | 0.01% | +105+5.8% | Added |
| Phillips Wealth Planners LLC | 1,965 | $426.2K | 0.58% | +78+4.1% | Added |
| WR Wealth Planners, LLC | 1,951 | $428.1K | 0.16% | −215−9.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,970 | $432.3K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,972 | $432.8K | 0.01% | +269+15.8% | Added |
| Pitcairn Co | 2,007 | $440.4K | 0.04% | +220+12.3% | Added |
| Vident Advisory, LLC | 2,038 | $447.2K | 0.01% | +2,038 | New |
| Vestcor Inc | 2,041 | $448.0K | 0.02% | −317−13.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,064 | $452.9K | 0.01% | +549+36.2% | Added |
| CWM, LLC | 2,067 | $453.0K | 0.00% | +236+12.9% | Added |
| Kestra Advisory Services, LLC | 2,066 | $453.3K | 0.00% | −10−0.5% | Reduced |
| Allred Capital Management, LLC | 2,080 | $456.4K | 0.23% | +549+35.9% | Added |
| Apollon Wealth Management, LLC | 2,097 | $460.1K | 0.02% | +680+48.0% | Added |
| Ossiam | 2,150 | $471.8K | 0.01% | −473−18.0% | Reduced |
| Level Four Advisory Services, LLC | 2,164 | $474.8K | 0.03% | −21−1.0% | Reduced |
| Vontobel Holding Ltd. | 2,169 | $475.9K | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,220 | $487.2K | 0.09% | +60+2.8% | Added |
| Wetherby Asset Management Inc | 2,232 | $489.7K | 0.03% | −85−3.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,286 | $501.6K | 0.08% | −70−3.0% | Reduced |
| National Wealth Management Group, LLC | 2,315 | $508.0K | 0.55% | +2,315 | New |
| Alta Capital Management LLC | 2,355 | $516.7K | 0.04% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,374 | $520.9K | 0.33% | +2,374 | New |
| Castleark Management LLC | 2,380 | $522.2K | 0.03% | +2,380 | New |
| Ritholtz Wealth Management | 2,391 | $524.6K | 0.02% | +30+1.3% | Added |
| KB Financial Partners, LLC | 2,399 | $526.0K | 0.15% | −2−0.1% | Reduced |
| OneAscent Wealth Management LLC | 2,398 | $526.0K | 0.23% | +408+20.5% | Added |
| Central Trust Co | 2,468 | $541.5K | 0.02% | −421−14.6% | Reduced |
| Bessemer Securities LLC | 2,495 | $547.0K | 0.76% | −5,486−68.7% | Reduced |
| Glenview Trust Co | 2,505 | $549.6K | 0.02% | −130−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,535 | $556.2K | 0.05% | +2,535 | New |
| Tokio Marine Asset Management Co Ltd | 2,542 | $557.8K | 0.04% | +225+9.7% | Added |
| Guardian Capital LP | 2,568 | $563.5K | 0.02% | −38−1.5% | Reduced |
| Dakota Wealth Management | 2,575 | $565.0K | 0.02% | −108−4.0% | Reduced |
| First Manhattan Co | 2,584 | $567.0K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,599 | $570.3K | 0.01% | −279−9.7% | Reduced |
| Banque Cantonale Vaudoise | 2,600 | $571.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,636 | $578.0K | 0.23% | +104+4.1% | Added |
| Portside Wealth Group, LLC | 2,644 | $580.0K | 0.11% | +16+0.6% | Added |
| Cetera Advisors LLC | 2,661 | $583.9K | 0.01% | −66−2.4% | Reduced |
| Squarepoint Ops LLC | 2,678 | $587.6K | 0.00% | −1,127−29.6% | Reduced |
| PDT Partners, LLC | 2,700 | $592.4K | 0.07% | +2,700 | New |
| Suncoast Equity Management | 2,795 | $613.3K | 0.09% | +120+4.5% | Added |
| TrinityPoint Wealth, LLC | 2,797 | $613.8K | 0.12% | +14+0.5% | Added |
| Resources Investment Advisors, LLC. | 2,813 | $617.2K | 0.01% | +15+0.5% | Added |
| Veriti Management LLC | 2,837 | $622.5K | 0.07% | +158+5.9% | Added |
| Sequoia Financial Advisors, LLC | 2,862 | $628.1K | 0.01% | +234+8.9% | Added |
| Atria Wealth Solutions, Inc. | 2,874 | $630.5K | 0.01% | −97−3.3% | Reduced |
| DFPG Investments, LLC | 3,172 | $636.7K | 0.06% | +1,803+131.7% | Added |
| GWM Advisors LLC | 2,920 | $640.6K | 0.01% | −5−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,933 | $643.6K | 0.02% | +2,452+509.8% | Added |
| WD Rutherford LLC | 2,980 | $653.9K | 0.45% | +10+0.3% | Added |
| FDx Advisors, Inc. | 3,008 | $660.0K | 0.05% | −450−13.0% | Reduced |
| Mirabella Financial Services LLP | 3,015 | $661.6K | 0.09% | −29,987−90.9% | Reduced |
| Walleye Trading LLC | 3,015 | $661.6K | 0.02% | +3,015 | New |
| Fifth Third Bancorp | 3,041 | $667.3K | 0.00% | +268+9.7% | Added |
| Seascape Capital Management | 3,044 | $668.0K | 0.32% | −45−1.5% | Reduced |
| PEAK6 Investments LLC | 3,099 | $680.0K | 0.03% | +2,593+512.5% | Added |
| Bowman & Co S.C. | 3,117 | $685.1K | 0.55% | +692+28.5% | Added |
| Everence Capital Management Inc | 3,150 | $691.0K | 0.05% | +3,150 | New |
| Fiduciary Trust Co | 3,181 | $698.0K | 0.01% | 00.0% | Unchanged |