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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 179 | $39.4K | 0.00% | +3+1.7% | Added |
| Capstone Investment Advisors, LLC | 185 | $40.7K | 0.00% | −2,748−93.7% | Reduced |
| Parkside Financial Bank & Trust | 198 | $43.5K | 0.01% | −30−13.2% | Reduced |
| Pinnacle Financial Partners Inc | 200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 203 | $44.6K | 0.00% | +199+4,975.0% | Added |
| Spire Wealth Management | 203 | $45.0K | 0.00% | +95+88.0% | Added |
| NBC Securities, Inc. | 230 | $50.0K | 0.01% | −2−0.9% | Reduced |
| Larson Financial Group LLC | 255 | $56.1K | 0.00% | +2+0.8% | Added |
| Harbour Investments, Inc. | 283 | $62.2K | 0.00% | +46+19.4% | Added |
| AdvisorNet Financial, Inc | 311 | $68.4K | 0.01% | +184+144.9% | Added |
| Chilton Capital Management LLC | 336 | $73.9K | 0.00% | −97−22.4% | Reduced |
| Asset Dedication, LLC | 338 | $74.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 345 | $75.7K | 0.01% | +26+8.2% | Added |
| Massmutual Trust Co FSB | 394 | $86.6K | 0.00% | −31−7.3% | Reduced |
| Alta Advisers Ltd | 400 | $87.9K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 435 | $95.6K | 0.00% | −174−28.6% | Reduced |
| Park Place Capital Corp | 443 | $97.4K | 0.04% | −1−0.2% | Reduced |
| Venturi Wealth Management, LLC | 446 | $98.1K | 0.01% | +3+0.7% | Added |
| Penserra Capital Management LLC | 460 | $100.0K | 0.00% | −95−17.1% | Reduced |
| Key Financial Inc | 485 | $106.6K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 489 | $107.5K | 0.00% | −91−15.7% | Reduced |
| GAMMA Investing LLC | 502 | $109.9K | 0.03% | +502 | New |
| Global Wealth Management Investment Advisory, Inc. | 500 | $109.9K | 0.03% | +275+122.2% | Added |
| Sentry Investment Management LLC | 521 | $115.0K | 0.05% | −56−9.7% | Reduced |
| Global Retirement Partners, LLC | 521 | $115.3K | 0.00% | −3−0.6% | Reduced |
| Allworth Financial LP | 531 | $116.7K | 0.00% | −14−2.6% | Reduced |
| Natixis Investment Managers International | 567 | $124.7K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 589 | $129.5K | 0.11% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 594 | $130.6K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 597 | $131.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 612 | $134.5K | 0.01% | +88+16.8% | Added |
| Wetzel Investment Advisors, Inc. | 612 | $135.0K | 0.08% | +612 | New |
| Stephenson National Bank & Trust | 673 | $148.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 700 | $154.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 716 | $157.4K | 0.00% | +52+7.8% | Added |
| Compagnie Lombard Odier SCmA | 750 | $164.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 764 | $167.9K | 0.02% | +325+74.0% | Added |
| Emerald Advisers, LLC | 779 | $171.3K | 0.01% | −4−0.5% | Reduced |
| TD Private Client Wealth LLC | 869 | $191.1K | 0.01% | −59−6.4% | Reduced |
| Center for Financial Planning, Inc. | 925 | $203.4K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 935 | $205.6K | 0.02% | 00.0% | Unchanged |
| Rice Partnership, LLC | 935 | $205.6K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 938 | $206.2K | 0.02% | −582−38.3% | Reduced |
| WSFS Capital Management, LLC | 943 | $207.3K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 954 | $209.7K | 0.02% | +11+1.2% | Added |
| Private Trust Co NA | 956 | $210.2K | 0.02% | −214−18.3% | Reduced |
| Sigma Investment Counselors Inc | 975 | $214.4K | 0.02% | 00.0% | Unchanged |
| Asio Capital, LLC | 998 | $219.4K | 0.05% | +998 | New |
| NTV Asset Management LLC | 1,000 | $219.8K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $219.8K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,001 | $220.1K | 0.01% | +35+3.6% | Added |
| Park National Corp | 1,003 | $220.5K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,004 | $220.8K | 0.01% | −45−4.3% | Reduced |
| First Horizon Advisors, Inc. | 1,011 | $222.3K | 0.01% | +86+9.3% | Added |
| FineMark National Bank & Trust | 1,012 | $222.5K | 0.01% | −42−4.0% | Reduced |
| Eagle Asset Management Inc | 1,032 | $226.9K | 0.00% | +1,032 | New |
| Oarsman Capital, Inc. | 1,039 | $228.4K | 0.06% | +105+11.2% | Added |
| Wellington Shields Capital Management, LLC | 1,050 | $230.8K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,057 | $232.4K | 0.00% | +296+38.9% | Added |
| Waterloo Capital, L.P. | 1,067 | $234.6K | 0.04% | +1,067 | New |
| Hilltop Holdings Inc. | 1,071 | $235.5K | 0.03% | −13−1.2% | Reduced |
| HM Payson & Co | 1,076 | $236.6K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,078 | $237.0K | 0.09% | −9−0.8% | Reduced |
| Cigna Investments Inc | 1,078 | $237.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,091 | $239.9K | 0.01% | −94−7.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $240.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,099 | $241.6K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,100 | $241.8K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 1,100 | $241.8K | 0.00% | +45+4.3% | Added |
| Logan Capital Management Inc | 1,103 | $242.5K | 0.01% | +263+31.3% | Added |
| NewEdge Wealth, LLC | 1,108 | $243.7K | 0.01% | +1,108 | New |
| Mutual Advisors, LLC | 1,116 | $245.3K | 0.01% | +154+16.0% | Added |
| Great Lakes Retirement, Inc. | 1,119 | $246.0K | 0.04% | −119−9.6% | Reduced |
| Quadrant Capital Group LLC | 1,121 | $246.5K | 0.02% | −33−2.9% | Reduced |
| ING Groep NV | 1,126 | $247.6K | 0.00% | −8,159−87.9% | Reduced |
| Washington Trust Bank | 1,127 | $247.8K | 0.02% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,130 | $248.4K | 0.01% | +92+8.9% | Added |
| Empowered Funds, LLC | 1,137 | $250.0K | 0.01% | +124+12.2% | Added |
| Siemens Fonds Invest GmbH | 1,140 | $250.6K | 0.02% | +1,140 | New |
| Trust Asset Management LLC | 1,151 | $253.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,157 | $254.0K | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 1,160 | $255.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,165 | $256.1K | 0.01% | +1,165 | New |
| Canandaigua National Bank & Trust Co | 1,179 | $259.2K | 0.04% | −6−0.5% | Reduced |
| Maxwell Wealth Strategies Inc. | 1,179 | $259.2K | 0.17% | +1,179 | New |
| Gallagher Fiduciary Advisors, LLC | 1,187 | $261.0K | 0.01% | +3+0.3% | Added |
| Montag A & Associates Inc | 1,200 | $263.8K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 1,206 | $265.1K | 0.04% | −1−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,221 | $268.4K | 0.01% | +1,221 | New |
| Fisher Asset Management, LLC | 1,222 | $268.7K | 0.00% | +229+23.1% | Added |
| Petrus Trust Company, LTA | 1,236 | $271.7K | 0.03% | +1,236 | New |
| D.A. Davidson & Co. | 1,238 | $272.2K | 0.00% | +112+9.9% | Added |
| Firethorn Wealth Partners, LLC | 1,243 | $273.3K | 0.18% | 00.0% | Unchanged |
| McDonald Partners LLC | 1,248 | $274.4K | 0.08% | −34−2.7% | Reduced |
| Granite Group Advisors, LLC | 1,176 | $275.0K | 0.19% | +1,176 | New |
| Peterson Wealth Services | 1,282 | $281.8K | 0.12% | +1,282 | New |
| Dynamic Advisor Solutions LLC | 1,311 | $283.1K | 0.01% | +173+15.2% | Added |
| Teton Advisors, Inc. | 1,300 | $285.8K | 0.09% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,311 | $288.1K | 0.03% | −133−9.2% | Reduced |
| Waldron Private Wealth LLC | 1,317 | $289.5K | 0.01% | −15−1.1% | Reduced |