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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, 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
Resources Investment Advisors, LLC.2,813$617.2K0.01%+15+0.5%Added
TrinityPoint Wealth, LLC2,797$613.8K0.12%+14+0.5%Added
Suncoast Equity Management2,795$613.3K0.09%+120+4.5%Added
PDT Partners, LLC2,700$592.4K0.07%+2,700New
Squarepoint Ops LLC2,678$587.6K0.00%−1,127−29.6%Reduced
Cetera Advisors LLC2,661$583.9K0.01%−66−2.4%Reduced
Portside Wealth Group, LLC2,644$580.0K0.11%+16+0.6%Added
SkyView Investment Advisors, LLC2,636$578.0K0.23%+104+4.1%Added
Banque Cantonale Vaudoise2,600$571.0K0.03%00.0%Unchanged
Welch & Forbes LLC2,599$570.3K0.01%−279−9.7%Reduced
First Manhattan Co2,584$567.0K0.00%00.0%Unchanged
Dakota Wealth Management2,575$565.0K0.02%−108−4.0%Reduced
Guardian Capital LP2,568$563.5K0.02%−38−1.5%Reduced
Tokio Marine Asset Management Co Ltd2,542$557.8K0.04%+225+9.7%Added
Y-Intercept (Hong Kong) Ltd2,535$556.2K0.05%+2,535New
Glenview Trust Co2,505$549.6K0.02%−130−4.9%Reduced
Bessemer Securities LLC2,495$547.0K0.76%−5,486−68.7%Reduced
Central Trust Co2,468$541.5K0.02%−421−14.6%Reduced
KB Financial Partners, LLC2,399$526.0K0.15%−2−0.1%Reduced
OneAscent Wealth Management LLC2,398$526.0K0.23%+408+20.5%Added
Ritholtz Wealth Management2,391$524.6K0.02%+30+1.3%Added
Castleark Management LLC2,380$522.2K0.03%+2,380New
ISAM Funds (UK) Ltd2,374$520.9K0.33%+2,374New
Alta Capital Management LLC2,355$516.7K0.04%00.0%Unchanged
National Wealth Management Group, LLC2,315$508.0K0.55%+2,315New
Baker Tilly Wealth Management, LLC2,286$501.6K0.08%−70−3.0%Reduced
Wetherby Asset Management Inc2,232$489.7K0.03%−85−3.7%Reduced
Moody Aldrich Partners LLC2,220$487.2K0.09%+60+2.8%Added
Vontobel Holding Ltd.2,169$475.9K0.00%00.0%Unchanged
Level Four Advisory Services, LLC2,164$474.8K0.03%−21−1.0%Reduced
Ossiam2,150$471.8K0.01%−473−18.0%Reduced
Apollon Wealth Management, LLC2,097$460.1K0.02%+680+48.0%Added
Allred Capital Management, LLC2,080$456.4K0.23%+549+35.9%Added
Kestra Advisory Services, LLC2,066$453.3K0.00%−10−0.5%Reduced
CWM, LLC2,067$453.0K0.00%+236+12.9%Added
Conestoga Capital Advisors, LLC2,064$452.9K0.01%+549+36.2%Added
Vestcor Inc2,041$448.0K0.02%−317−13.4%Reduced
Vident Advisory, LLC2,038$447.2K0.01%+2,038New
Pitcairn Co2,007$440.4K0.04%+220+12.3%Added
National Asset Management, Inc.1,972$432.8K0.01%+269+15.8%Added
Kohmann Bosshard Financial Services, LLC1,970$432.3K0.07%00.0%Unchanged
WR Wealth Planners, LLC1,951$428.1K0.16%−215−9.9%Reduced
Phillips Wealth Planners LLC1,965$426.2K0.58%+78+4.1%Added
Integrated Wealth Concepts LLC1,930$423.5K0.01%+105+5.8%Added
Ci Investments Inc.1,923$422.0K0.00%−281−12.7%Reduced
Greenleaf Trust1,888$414.3K0.00%+51+2.8%Added
Beaumont Financial Advisors, LLC1,855$407.0K0.04%+7+0.4%Added
MTM Investment Management, LLC1,846$405.0K0.20%+22+1.2%Added
American Trust1,829$401.3K0.03%−265−12.7%Reduced
Northwestern Mutual Wealth Management Co1,799$394.7K0.00%−1,799−50.0%Reduced
West Coast Financial LLC1,789$392.5K0.06%−242−11.9%Reduced
Dana Investment Advisors, Inc.1,780$390.6K0.02%+1,780New
Courier Capital LLC1,774$389.3K0.03%−33−1.8%Reduced
GM Advisory Group, Inc.1,744$382.7K0.03%00.0%Unchanged
V-Square Quantitative Management LLC1,732$380.0K0.17%+978+129.7%Added
Hoxton Planning & Management, LLC1,703$374.0K0.24%−47−2.7%Reduced
Shearwater Capital LLC1,694$371.8K0.34%00.0%Unchanged
OneAscent Financial Services LLC1,683$369.0K0.10%−373−18.1%Reduced
Man Group plc–$366.7K0.00%––
Values First Advisors, Inc.1,654$362.9K0.23%−401−19.5%Reduced
Advisors Asset Management, Inc.1,652$362.5K0.01%+450+37.4%Added
Clear Harbor Asset Management, LLC1,619$355.2K0.04%00.0%Unchanged
Shakespeare Wealth Management, Inc.1,610$353.3K0.12%00.0%Unchanged
Financial Advocates Investment Management1,610$353.3K0.03%−30−1.8%Reduced
MAI Capital Management1,582$347.1K0.01%−251−13.7%Reduced
Sawtooth Solutions, LLC1,581$346.9K0.01%−250−13.7%Reduced
Bleakley Financial Group, LLC1,581$346.9K0.01%−250−13.7%Reduced
Tiaa Trust, National Association1,564$343.2K0.00%+1,564New
Wahed Invest LLC1,545$339.0K0.11%+113+7.9%Added
Verition Fund Management LLC1,529$335.5K0.00%−1,520−49.9%Reduced
YHB Investment Advisors, Inc.1,525$334.6K0.03%00.0%Unchanged
Simon Quick Advisors, LLC1,520$333.5K0.03%+331+27.8%Added
Profund Advisors LLC1,515$332.4K0.02%−16−1.0%Reduced
Hummer Financial Advisory Services Inc1,500$329.1K0.34%00.0%Unchanged
Fox Run Management, L.L.C.1,482$325.2K0.10%+1,482New
Pinnacle Wealth Planning Services, Inc.1,466$321.7K0.05%+3+0.2%Added
Horizon Investments, LLC1,458$319.9K0.01%+80+5.8%Added
Advisor OS, LLC1,450$318.2K0.05%+78+5.7%Added
Confluence Wealth Services, Inc.1,444$316.9K0.06%+29+2.0%Added
Centiva Capital, LP1,427$313.1K0.02%+1,427New
Fund Management at Engine No. 1 LLC1,412$309.8K0.05%+118+9.1%Added
BBR Partners, LLC1,409$309.2K0.03%+1,409New
iA Global Asset Management Inc.1,399$307.0K0.01%+1,399New
Jefferies Financial Group Inc.1,398$306.7K0.01%+1,398New
Johnson Investment Counsel Inc1,397$306.5K0.00%−536−27.7%Reduced
Davenport & Co LLC1,385$303.9K0.00%00.0%Unchanged
9258 Wealth Management, LLC1,364$299.3K0.06%+185+15.7%Added
Azimuth Capital Investment Management LLC1,360$298.4K0.01%−30−2.2%Reduced
TD Waterhouse Canada Inc.1,373$296.3K0.00%−46−3.2%Reduced
Wellington Shields & Co., LLC1,350$296.2K0.07%00.0%Unchanged
Eqis Capital Management, Inc.1,343$294.6K0.04%−145−9.7%Reduced
Waldron Private Wealth LLC1,332$292.3K0.02%+1,332New
Checchi Capital Advisers, LLC1,314$288.3K0.03%−16−1.2%Reduced
Teton Advisors, Inc.1,300$285.2K0.09%00.0%Unchanged
CIBC Private Wealth Group, LLC1,292$283.5K0.00%+1,292New
McDonald Partners LLC1,282$281.3K0.09%00.0%Unchanged
Cornerstone Wealth Management, LLC1,264$277.4K0.03%+1,264New
Lido Advisors, LLC1,245$273.2K0.00%+144+13.1%Added
Cerity Partners LLC1,244$273.0K0.00%−69,581−98.2%Reduced
Firethorn Wealth Partners, LLC1,243$272.7K0.21%00.0%Unchanged