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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 1,238 | $271.6K | 0.05% | −402−24.5% | Reduced |
| Fulton Bank, N.A. | 1,229 | $269.7K | 0.01% | +245+24.9% | Added |
| Curi Capital | 1,207 | $264.8K | 0.04% | −36−2.9% | Reduced |
| Montag A & Associates Inc | 1,200 | $263.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,197 | $262.6K | 0.10% | +1,197 | New |
| Parallel Advisors, LLC | 1,185 | $260.0K | 0.01% | −27−2.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,185 | $260.0K | 0.04% | +53+4.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,184 | $259.8K | 0.02% | +7+0.6% | Added |
| Farther Finance Advisors, LLC | 1,173 | $257.3K | 0.04% | +896+323.5% | Added |
| Private Trust Co NA | 1,170 | $256.7K | 0.03% | −9−0.8% | Reduced |
| Forte Capital LLC | 1,160 | $254.5K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,157 | $254.0K | 0.05% | −171−12.9% | Reduced |
| Quadrant Capital Group LLC | 1,154 | $253.2K | 0.03% | +46+4.2% | Added |
| Trust Asset Management LLC | 1,151 | $252.6K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 1,148 | $251.0K | 0.02% | −195−14.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,138 | $249.7K | 0.01% | +1,138 | New |
| Washington Trust Bank | 1,127 | $247.3K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,126 | $247.1K | 0.00% | −89−7.3% | Reduced |
| Atom Investors LP | 1,121 | $246.0K | 0.06% | +1,121 | New |
| Symmetry Partners, LLC | 1,102 | $242.0K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,100 | $241.4K | 0.03% | +1,100 | New |
| Forum Financial Management, LP | 1,099 | $241.1K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,098 | $240.9K | 0.00% | +1,098 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $240.3K | 0.01% | +170+18.4% | Added |
| Opal Wealth Advisors, LLC | 1,087 | $238.5K | 0.14% | −90−7.6% | Reduced |
| Hilltop Holdings Inc. | 1,084 | $237.9K | 0.03% | −47−4.2% | Reduced |
| Cigna Investments Inc | 1,078 | $237.0K | 0.05% | −147−12.0% | Reduced |
| HM Payson & Co | 1,076 | $236.1K | 0.01% | +681+172.4% | Added |
| NorthRock Partners, LLC | 1,072 | $235.2K | 0.02% | +1,072 | New |
| Huntington National Bank | 1,063 | $233.1K | 0.00% | +4+0.4% | Added |
| Lincoln National Corp | 1,055 | $231.3K | 0.00% | −75−6.6% | Reduced |
| FineMark National Bank & Trust | 1,054 | $231.3K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,050 | $230.4K | 0.03% | −2,500−70.4% | Reduced |
| CAPROCK Group, Inc. | 1,049 | $230.2K | 0.02% | +42+4.2% | Added |
| InterOcean Capital Group, LLC | 1,038 | $227.8K | 0.01% | −203−16.4% | Reduced |
| Empowered Funds, LLC | 1,013 | $222.3K | 0.01% | +1,013 | New |
| Park National Corp | 1,003 | $220.1K | 0.01% | −43−4.1% | Reduced |
| Blueshift Asset Management, LLC | 1,003 | $220.1K | 0.13% | +1,003 | New |
| Paragon Capital Management Ltd | 1,000 | $219.4K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,000 | $219.4K | 0.04% | +1,000 | New |
| Fisher Asset Management, LLC | 993 | $217.9K | 0.00% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 975 | $213.9K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 966 | $212.0K | 0.01% | −9−0.9% | Reduced |
| Moody National Bank Trust Division | 966 | $212.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 962 | $211.0K | 0.01% | −47−4.7% | Reduced |
| Meeder Advisory Services, Inc. | 943 | $206.9K | 0.03% | −61−6.1% | Reduced |
| WSFS Capital Management, LLC | 943 | $206.9K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 939 | $206.0K | 0.02% | +939 | New |
| Spears Abacus Advisors LLC | 935 | $205.2K | 0.02% | 00.0% | Unchanged |
| Rice Partnership, LLC | 935 | $205.2K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 934 | $204.9K | 0.09% | +934 | New |
| Prelude Capital Management, LLC | 931 | $204.3K | 0.02% | +931 | New |
| TD Private Client Wealth LLC | 928 | $203.6K | 0.01% | −161−14.8% | Reduced |
| Credit Agricole S A | 928 | $203.6K | 0.01% | +928 | New |
| Center for Financial Planning, Inc. | 925 | $203.0K | 0.04% | +250+37.0% | Added |
| First Horizon Advisors, Inc. | 925 | $203.0K | 0.01% | −35−3.6% | Reduced |
| Optiver Holding B.V. | 887 | $194.6K | 0.01% | +887 | New |
| Ancora Advisors, LLC | 873 | $191.6K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 840 | $184.3K | 0.01% | +810+2,700.0% | Added |
| Emerald Advisers, LLC | 783 | $171.8K | 0.01% | +783 | New |
| Robeco Institutional Asset Management B.V. | 761 | $167.0K | 0.00% | +564+286.3% | Added |
| Compagnie Lombard Odier SCmA | 750 | $164.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 700 | $154.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 673 | $147.7K | 0.08% | +162+31.7% | Added |
| Umb Bank N A | 664 | $145.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 609 | $133.6K | 0.01% | −313−33.9% | Reduced |
| Qube Research & Technologies Ltd | 597 | $131.0K | 0.00% | +597 | New |
| Ramirez Asset Management, Inc. | 594 | $130.3K | 0.03% | +594 | New |
| Slocum, Gordon & Co LLP | 589 | $129.2K | 0.11% | 00.0% | Unchanged |
| Twin Tree Management, LP | 580 | $127.3K | 0.00% | +580 | New |
| Sentry Investment Management LLC | 577 | $127.0K | 0.06% | −78−11.9% | Reduced |
| Natixis Investment Managers International | 567 | $124.4K | 0.01% | −37−6.1% | Reduced |
| Penserra Capital Management LLC | 555 | $120.0K | 0.00% | −433−43.8% | Reduced |
| Allworth Financial LP | 545 | $119.6K | 0.00% | −20−3.5% | Reduced |
| Global Retirement Partners, LLC | 524 | $116.7K | 0.01% | −106−16.8% | Reduced |
| Proequities, Inc. | 524 | $115.0K | 0.01% | −38−6.8% | Reduced |
| Key Financial Inc | 485 | $106.4K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 475 | $104.2K | 0.01% | +246+107.4% | Added |
| Park Place Capital Corp | 444 | $97.4K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 443 | $97.2K | 0.01% | +443 | New |
| SRS Capital Advisors, Inc. | 439 | $96.4K | 0.01% | +24+5.8% | Added |
| Chilton Capital Management LLC | 433 | $95.0K | 0.01% | −55−11.3% | Reduced |
| Massmutual Trust Co FSB | 425 | $93.3K | 0.00% | +53+14.2% | Added |
| Alta Advisers Ltd | 400 | $87.8K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 367 | $81.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 367 | $80.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 362 | $79.0K | 0.00% | +362 | New |
| Asset Dedication, LLC | 338 | $74.0K | 0.01% | +25+8.0% | Added |
| ORG Partners LLC | 324 | $71.1K | 0.02% | −12−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 319 | $70.2K | 0.01% | +64+25.1% | Added |
| Baker Avenue Asset Management, LP | 301 | $66.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 253 | $55.5K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 246 | $54.0K | 0.00% | +246 | New |
| Harbour Investments, Inc. | 237 | $52.0K | 0.00% | +26+12.3% | Added |
| Parkside Financial Bank & Trust | 228 | $50.0K | 0.01% | +18+8.6% | Added |
| NBC Securities, Inc. | 232 | $50.0K | 0.01% | +232 | New |
| Global Wealth Management Investment Advisory, Inc. | 225 | $49.4K | 0.01% | +225 | New |
| Pinnacle Financial Partners Inc | 200 | $43.9K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 176 | $38.6K | 0.00% | −325−64.9% | Reduced |
| Tfo-TDC, LLC | 162 | $36.4K | 0.01% | +4+2.5% | Added |