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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, Q4 2023

Institutional positions in STERIS plc as of Dec 31, 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
709
+37 vs. Q3 2023
Shares held
93.7M
+1.47M (+1.6%) vs. Q3 2023
Total value
$20.5B
+$286.6M (+1.4%) vs. Q3 2023
New holders
85
250 more added
Sold out
48
266 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 709 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 heldQ4 2023: $20.5B
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, Q4 2023

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q3 2023.

Institutions holding STE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$3300.00%00.0%Unchanged
JJJ Advisors Inc.2$4400.00%00.0%Unchanged
True Wealth Design, LLC2$4400.00%00.0%Unchanged
WestEnd Advisors, LLC2$4400.00%+1+100.0%Added
Evermay Wealth Management LLC2$4400.00%+2New
PEAK6 Investments LLC2$5430.00%−3,097−99.9%Reduced
Sofos Investments, Inc.2$5800.00%−51−96.2%Reduced
Glen Eagle Advisors, LLC3$6600.00%−6−66.7%Reduced
Tradewinds Capital Management, LLC3$6600.00%00.0%Unchanged
Raleigh Capital Management Inc.4$8800.00%+4New
Gradient Investments LLC5$1.10K0.00%00.0%Unchanged
Archer Investment Corp5$1.10K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC5$1.10K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$1.10K0.00%00.0%Unchanged
Sachetta, LLC6$1.32K0.00%+6New
REAP Financial Group, LLC6$1.32K0.00%+6New
Dunhill Financial, LLC6$1.34K0.00%+6New
Livelsberger Financial Advisory6$1.42K0.00%+6New
Financial Perspectives, Inc7$1.60K0.00%00.0%Unchanged
Geneos Wealth Management Inc.8$1.76K0.00%−3−27.3%Reduced
Versant Capital Management, Inc8$1.76K0.00%−2−20.0%Reduced
Able Wealth Management LLC8$1.76K0.00%+8New
West Paces Advisors Inc.9$1.98K0.00%+6+200.0%Added
Naples Money Management LLC9$1.98K0.00%+9New
SJS Investment Consulting Inc.10$2.20K0.00%00.0%Unchanged
Beacon Capital Management, LLC12$2.63K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.12$2.64K0.00%−68−85.0%Reduced
St Germain D J Co Inc13$2.86K0.00%00.0%Unchanged
Valley National Advisers Inc15$3.00K0.00%+10+200.0%Added
Washington Trust Advisors, Inc.14$3.13K0.00%00.0%Unchanged
CVA Family Office, LLC15$3.30K0.00%+15New
Manchester Capital Management LLC16$3.52K0.00%+6+60.0%Added
Cornerstone Planning Group LLC17$3.74K0.00%00.0%Unchanged
Tyler-Stone Wealth Management17$3.74K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$3.96K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$3.96K0.00%00.0%Unchanged
Eagle Bay Advisors LLC19$4.18K0.00%−5−20.8%Reduced
Solstein Capital, LLC19$4.18K0.00%00.0%Unchanged
Abound Wealth Management19$4.18K0.00%+3+18.8%Added
Frazier Financial Advisors, LLC20$4.40K0.00%+20New
Atlantic Edge Private Wealth Management, LLC20$4.40K0.00%+20New
Turtle Creek Wealth Advisors, LLC22$4.84K0.00%+22New
Delta Asset Management LLC25$5.50K0.00%−43−63.2%Reduced
Jones Financial Companies LLLP25$5.50K0.00%+19+316.7%Added
Zions Bancorporation, N.A.27$5.94K0.00%−1−3.6%Reduced
Global Financial Private Client, LLC28$6.16K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC28$6.16K0.00%+23+460.0%Added
Trifecta Capital Advisors, LLC28$6.16K0.00%+28New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC29$6.38K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC29$6.38K0.01%+29New
Cetera Trust Company, N.A30$6.60K0.00%+30New
Private Wealth Management Group, LLC31$6.82K0.00%+31New
Financial Management Professionals, Inc.33$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc32$7.04K0.00%−7−17.9%Reduced
Ronald Blue Trust, Inc.35$8.00K0.00%+18+105.9%Added
Tucker Asset Management LLC37$8.13K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC37$8.13K0.00%−2−5.1%Reduced
MV Capital Management, Inc.38$8.36K0.00%00.0%Unchanged
Cambridge Trust Co40$8.79K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton47$10.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC48$10.6K0.01%+48New
Salem Investment Counselors Inc50$11.0K0.00%+50New
Grove Bank & Trust51$11.2K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$11.4K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$11.9K0.00%00.0%Unchanged
Rothschild Investment LLC57$12.5K0.00%+57New
Silicon Valley Capital Partners57$12.6K0.00%00.0%Unchanged
DT Investment Partners, LLC58$12.7K0.00%00.0%Unchanged
RFP Financial Group LLC61$13.4K0.01%+61New
Quent Capital, LLC63$13.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc65$14.3K0.00%00.0%Unchanged
J.Safra Asset Management Corp68$14.9K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC70$15.4K0.00%+70New
Covestor Ltd72$16.0K0.01%−1−1.4%Reduced
Farmers & Merchants Trust Co of Chambersburg PA74$16.0K0.01%+74New
Baldwin Brothers Inc73$16.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.80$17.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co87$19.1K0.00%+12+16.0%Added
Kelly Financial Services LLC90$19.7K0.01%+1+1.1%Added
Centerpoint Advisors, LLC91$20.0K0.01%00.0%Unchanged
Trust Co of Vermont97$21.3K0.00%+97New
AlphaMark Advisors, LLC100$22.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC105$23.1K0.00%00.0%Unchanged
DAGCO, Inc.110$24.2K0.02%+110New
Dynamic Wealth Strategies, LLC110$24.2K0.02%+110New
Lindbrook Capital, LLC116$25.5K0.00%+18+18.4%Added
Mowery & Schoenfeld Wealth Management, LLC117$25.7K0.05%+117New
Millburn Ridgefield Corp124$27.3K0.00%+9+7.8%Added
Catalyst Capital Advisors LLC124$27.3K0.00%+9+7.8%Added
Plato Investment Management Ltd132$29.0K0.04%+132New
HighMark Wealth Management LLC135$29.6K0.02%+1+0.7%Added
Advisory Services Network, LLC147$32.3K0.00%+147New
Pension & Wealth Management Advisors, Inc.150$33.0K0.02%+150New
Operose Advisors LLC153$33.6K0.01%−1,044−87.2%Reduced
West Tower Group, LLC155$34.1K0.07%+149+2,483.3%Added
VisionPoint Advisory Group, LLC156$34.3K0.01%+156New
State of Wyoming164$36.1K0.01%+19+13.1%Added
Pingora Partners LLC168$36.9K0.03%+168New
Glassman Wealth Services173$38.0K0.01%+173New