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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.

Q4 2023 vs. Q3 2023

How the institutions holding STERIS plc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of STE: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders68412709+37
Shares92.3M81.7K93.7M+1.47M (+1.6%)
Value$20.3B$17.9M$20.5B+$286.6M (+1.4%)

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held STERIS plc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to STE in Q4 2023
InstitutionSharesValue% of portfolio
Artemis Investment Management LLP148,675$32.7M0.48%
Northwest & Ethical Investments L.P.78,664$17.3M0.53%
Carderock Capital Management Inc19,530$4.29M1.19%
APG Asset Management US Inc.19,210$4.22M0.03%
Pathstone Holdings, LLC16,966$3.73M0.02%
Prime Capital Investment Advisors, LLC12,463$2.74M0.04%
Aquatic Capital Management LLC11,100$2.44M0.06%
Concurrent Investment Advisors, LLC9,207$2.02M0.10%
FJ Investments, LLC6,359$1.40M0.07%
Entropy Technologies, LP6,332$1.39M0.26%
Cullen Investment Group, Ltd.6,146$1.35M0.24%
Colony Group, LLC5,484$1.21M0.02%
Wellington Management Group LLP5,182$1.14M0.00%
Trueblood Wealth Management, LLC5,020$1.10M0.69%
Central Valley Advisors, LLC4,607$1.01M0.60%
Gilliland Jeter Wealth Management LLC4,075$895.8K0.37%
Bayesian Capital Management, LP4,000$879.4K0.09%
Quotient Wealth Partners, LLC3,941$866.5K0.03%
Stevens Capital Management LP3,863$849.0K0.21%
Invera Wealth Advisors, LLC3,577$786.4K0.49%
HighPoint Advisor Group LLC3,216$710.0K0.05%
Fiduciary Family Office, LLC3,047$670.0K0.29%
Hilton Capital Management, LLC2,962$651.2K0.07%
Tritonpoint Wealth, LLC2,959$650.5K0.06%
Axq Capital, LP2,800$615.6K0.16%
Stonebrook Private Inc.2,757$606.2K0.20%
Lakeridge Wealth Management LLC2,687$590.7K0.43%
Occudo Quantitative Strategies LP2,424$532.9K0.07%
Kestra Private Wealth Services, LLC2,411$530.1K0.01%
Investment Management Corp of Ontario2,265$498.0K0.01%
Principal Securities, Inc.2,257$496.2K0.02%
Nomura Holdings Inc2,006$441.0K0.00%
Campbell & CO Investment Adviser LLC1,881$413.5K0.04%
Lake Street Advisors Group, LLC1,826$401.5K0.02%
Private Advisor Group, LLC1,726$379.5K0.00%
GTS Securities LLC1,587$348.9K0.01%
Berry Wealth Group, LP1,483$326.1K0.30%
RSM US Wealth Management LLC1,457$320.3K0.01%
Brevan Howard Capital Management LP1,451$319.0K0.03%
NEOS Investment Management LLC1,408$309.5K0.03%
Peterson Wealth Services1,282$281.8K0.12%
Granite Group Advisors, LLC1,176$275.0K0.19%
Petrus Trust Company, LTA1,236$271.7K0.03%
Mesirow Financial Investment Management, Inc.1,221$268.4K0.01%
Maxwell Wealth Strategies Inc.1,179$259.2K0.17%
Hancock Whitney Corp1,165$256.1K0.01%
Siemens Fonds Invest GmbH1,140$250.6K0.02%
NewEdge Wealth, LLC1,108$243.7K0.01%
Waterloo Capital, L.P.1,067$234.6K0.04%
Eagle Asset Management Inc1,032$226.9K0.00%
Asio Capital, LLC998$219.4K0.05%
Wetzel Investment Advisors, Inc.612$135.0K0.08%
GAMMA Investing LLC502$109.9K0.03%
Glassman Wealth Services173$38.0K0.01%
Pingora Partners LLC168$36.9K0.03%
VisionPoint Advisory Group, LLC156$34.3K0.01%
Pension & Wealth Management Advisors, Inc.150$33.0K0.02%
Advisory Services Network, LLC147$32.3K0.00%
Plato Investment Management Ltd132$29.0K0.04%
Mowery & Schoenfeld Wealth Management, LLC117$25.7K0.05%
DAGCO, Inc.110$24.2K0.02%
Dynamic Wealth Strategies, LLC110$24.2K0.02%
Trust Co of Vermont97$21.3K0.00%
Farmers & Merchants Trust Co of Chambersburg PA74$16.0K0.01%
ICA Group Wealth Management, LLC70$15.4K0.00%
RFP Financial Group LLC61$13.4K0.01%
Rothschild Investment LLC57$12.5K0.00%
Salem Investment Counselors Inc50$11.0K0.00%
Fortitude Family Office, LLC48$10.6K0.01%
Private Wealth Management Group, LLC31$6.82K0.00%
Cetera Trust Company, N.A30$6.60K0.00%
Bruce G. Allen Investments, LLC29$6.38K0.01%
Trifecta Capital Advisors, LLC28$6.16K0.00%
Turtle Creek Wealth Advisors, LLC22$4.84K0.00%
Frazier Financial Advisors, LLC20$4.40K0.00%
Atlantic Edge Private Wealth Management, LLC20$4.40K0.00%
CVA Family Office, LLC15$3.30K0.00%
Naples Money Management LLC9$1.98K0.00%
Able Wealth Management LLC8$1.76K0.00%
Livelsberger Financial Advisory6$1.42K0.00%
Dunhill Financial, LLC6$1.34K0.00%
REAP Financial Group, LLC6$1.32K0.00%
Sachetta, LLC6$1.32K0.00%
Raleigh Capital Management Inc.4$8800.00%
Evermay Wealth Management LLC2$4400.00%

Sold out (48)

Institutions that held STERIS plc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of STE in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Point72 Asset Management, L.P.175,130$38.4M
Channing Capital Management, LLC45,922$10.1M
Cinctive Capital Management LP45,359$9.95M
ExodusPoint Capital Management, LP31,731$6.96M
Woodline Partners LP28,318$6.21M
Element Capital Management LLC8,898$1.95M
Concentric Capital Strategies, LP6,801$1.49M
Lloyd Advisory Services, LLC.4,486$984.2K
Beacon Pointe Advisors, LLC3,419$750.3K
Los Angeles Capital Management LLC3,310$726.3K
Mirabella Financial Services LLP3,015$661.6K
SkyView Investment Advisors, LLC2,636$578.0K
Banque Cantonale Vaudoise2,600$571.0K
Y-Intercept (Hong Kong) Ltd2,535$556.2K
Bessemer Securities LLC2,495$547.0K
National Wealth Management Group, LLC2,315$508.0K
Man Group plc–$366.7K
Values First Advisors, Inc.1,654$362.9K
Verition Fund Management LLC1,529$335.5K
YHB Investment Advisors, Inc.1,525$334.6K
Fox Run Management, L.L.C.1,482$325.2K
Centiva Capital, LP1,427$313.1K
Fund Management at Engine No. 1 LLC1,412$309.8K
BBR Partners, LLC1,409$309.2K
Jefferies Financial Group Inc.1,398$306.7K
Cornerstone Wealth Management, LLC1,264$277.4K
Change Path, LLC1,148$251.0K
Symmetry Partners, LLC1,102$242.0K
Fiera Capital Corp1,098$240.9K
Blueshift Asset Management, LLC1,003$220.1K
Moody National Bank Trust Division966$212.0K
Virtu Financial LLC939$206.0K
Optiver Holding B.V.887$194.6K
ORG Partners LLC324$71.1K
Baker Avenue Asset Management, LP301$66.0K
Exchange Traded Concepts, LLC246$54.0K
Tfo-TDC, LLC162$36.4K
Householder Group Estate & Retirement Specialist, LLC89$19.7K
Quarry LP86$18.9K
Earnest Partners LLC78$17.1K
Milestone Investment Advisors LLC35$7.68K
Macroview Investment Management LLC27$5.92K
Western Pacific Wealth Management, LP20$4.39K
Oakworth Capital, Inc.16$3.51K
Bollard Group LLC10$2.00K
Front Row Advisors LLC6$1.32K
Avion Wealth7$1.00K
Glass Jacobson Investment Advisors llc3$659

Not filed for Q4 2023 yet (12)

Institutions that held STERIS plc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STE in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.30,950$6.79M
Mastrapasqua Asset Management Inc14,432$3.17M
Advisor Partners II, LLC8,287$1.82M
Pathstone Family Office, LLC7,904$1.73M
Kenfarb & Co.7,742$1.70M
Colony Group LLC5,639$1.24M
Amica Retiree Medical Trust4,176$916.0K
KB Financial Partners, LLC2,399$526.0K
Column Capital Advisors, LLC75$16.5K
Foster Dykema Cabot & Co Inc37$8.00K
Steward Financial Group LLC31$6.00K
Sutton Wealth Advisors Inc.27$5.92K