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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
Clear Harbor Asset Management, LLC1,321$290.4K0.03%−298−18.4%Reduced
TD Waterhouse Canada Inc.1,343$290.7K0.00%−30−2.2%Reduced
NorthRock Partners, LLC1,325$291.3K0.01%+253+23.6%Added
Checchi Capital Advisers, LLC1,330$292.4K0.02%+16+1.2%Added
Wellington Shields & Co., LLC1,350$296.8K0.11%00.0%Unchanged
Fulton Bank, N.A.1,364$299.9K0.01%+135+11.0%Added
Horizon Investments, LLC1,376$302.5K0.01%−82−5.6%Reduced
Bartlett & Co. LLC1,367$303.0K0.00%+1,000+272.5%Added
Bartlett & Co. Wealth Management LLC1,367$303.1K0.00%+1,000+272.5%Added
Davenport & Co LLC1,385$304.5K0.00%00.0%Unchanged
iA Global Asset Management Inc.1,386$305.0K0.01%−13−0.9%Reduced
Johnson Investment Counsel Inc1,397$307.1K0.00%00.0%Unchanged
NEOS Investment Management LLC1,408$309.5K0.03%+1,408New
Eqis Capital Management, Inc.1,435$315.4K0.03%+92+6.9%Added
Brevan Howard Capital Management LP1,451$319.0K0.03%+1,451New
Sawtooth Solutions, LLC1,453$319.4K0.01%−128−8.1%Reduced
Bleakley Financial Group, LLC1,453$319.4K0.01%−128−8.1%Reduced
RSM US Wealth Management LLC1,457$320.3K0.01%+1,457New
Pinnacle Wealth Planning Services, Inc.1,463$321.6K0.05%−3−0.2%Reduced
Azimuth Capital Investment Management LLC1,480$325.4K0.01%+120+8.8%Added
Lido Advisors, LLC1,481$325.7K0.00%+236+19.0%Added
OneAscent Financial Services LLC1,485$326.0K0.04%−198−11.8%Reduced
Berry Wealth Group, LP1,483$326.1K0.30%+1,483New
Advisor OS, LLC1,490$327.6K0.04%+40+2.8%Added
Hummer Financial Advisory Services Inc1,500$329.8K0.30%00.0%Unchanged
CIBC Private Wealth Group, LLC1,508$331.5K0.00%+216+16.7%Added
Tiaa Trust, National Association1,556$342.1K0.00%−8−0.5%Reduced
Profund Advisors LLC1,583$348.0K0.01%+68+4.5%Added
GTS Securities LLC1,587$348.9K0.01%+1,587New
Hoxton Planning & Management, LLC1,597$351.0K0.19%−106−6.2%Reduced
Shakespeare Wealth Management, Inc.1,610$354.0K0.11%00.0%Unchanged
Arrowstreet Capital, Limited Partnership1,622$357.0K0.00%−2,089−56.3%Reduced
Financial Advocates Investment Management1,635$359.5K0.02%+25+1.6%Added
Ci Investments Inc.1,643$361.0K0.00%−280−14.6%Reduced
Huntington National Bank1,673$367.7K0.00%+610+57.4%Added
West Coast Financial LLC1,683$370.0K0.05%−106−5.9%Reduced
Wahed Invest LLC1,690$371.5K0.10%+145+9.4%Added
Shearwater Capital LLC1,694$372.5K0.30%00.0%Unchanged
XTX Topco Ltd1,696$372.9K0.08%−2,352−58.1%Reduced
Ancora Advisors, LLC1,699$373.5K0.01%+826+94.6%Added
Integrated Wealth Concepts LLC1,699$373.6K0.01%−231−12.0%Reduced
Private Advisor Group, LLC1,726$379.5K0.00%+1,726New
GM Advisory Group, Inc.1,744$383.4K0.03%00.0%Unchanged
National Asset Management, Inc.1,763$387.6K0.01%−209−10.6%Reduced
American Trust1,766$388.3K0.03%−63−3.4%Reduced
Courier Capital LLC1,774$390.0K0.03%00.0%Unchanged
Moody Aldrich Partners LLC1,796$394.9K0.07%−424−19.1%Reduced
Lake Street Advisors Group, LLC1,826$401.5K0.02%+1,826New
Wealthfront Advisers LLC1,833$403.0K0.00%−1,774−49.2%Reduced
MTM Investment Management, LLC1,846$405.8K0.19%00.0%Unchanged
Beaumont Financial Advisors, LLC1,849$406.5K0.04%−6−0.3%Reduced
Greenleaf Trust1,853$407.4K0.00%−35−1.9%Reduced
Dana Investment Advisors, Inc.1,857$408.2K0.02%+77+4.3%Added
Campbell & CO Investment Adviser LLC1,881$413.5K0.04%+1,881New
Alta Capital Management LLC1,895$416.6K0.03%−460−19.5%Reduced
Northwestern Mutual Wealth Management Co1,904$418.6K0.00%+105+5.8%Added
Guardian Capital LP1,967$432.4K0.02%−601−23.4%Reduced
Kohmann Bosshard Financial Services, LLC1,970$433.1K0.07%00.0%Unchanged
Pitcairn Co1,991$437.7K0.03%−16−0.8%Reduced
Glenview Trust Co1,993$438.2K0.01%−512−20.4%Reduced
Nomura Holdings Inc2,006$441.0K0.00%+2,006New
Cary Street Partner Investment Advisory LLC2,009$441.8K0.02%+1,534+322.9%Added
Vestcor Inc2,010$442.0K0.01%−31−1.5%Reduced
CWM, LLC2,032$447.0K0.00%−35−1.7%Reduced
9258 Wealth Management, LLC2,040$448.5K0.08%+676+49.6%Added
OneAscent Wealth Management LLC2,052$451.0K0.18%−346−14.4%Reduced
Phillips Wealth Planners LLC2,082$459.0K0.55%+117+6.0%Added
Wetherby Asset Management Inc2,098$461.2K0.02%−134−6.0%Reduced
Allred Capital Management, LLC2,100$461.7K0.20%+20+1.0%Added
Kestra Advisory Services, LLC2,114$464.7K0.00%+48+2.3%Added
Vident Advisory, LLC2,132$468.7K0.01%+94+4.6%Added
Central Trust Co2,136$469.6K0.01%−332−13.5%Reduced
V-Square Quantitative Management LLC2,166$476.2K0.11%+434+25.1%Added
Vontobel Holding Ltd.2,169$476.9K0.00%00.0%Unchanged
Level Four Advisory Services, LLC2,169$476.9K0.03%+5+0.2%Added
Public Sector Pension Investment Board2,206$485.0K0.00%−8,361−79.1%Reduced
WR Wealth Planners, LLC2,211$486.1K0.18%+260+13.3%Added
Baker Tilly Wealth Management, LLC2,246$493.8K0.08%−40−1.7%Reduced
Principal Securities, Inc.2,257$496.2K0.02%+2,257New
Investment Management Corp of Ontario2,265$498.0K0.01%+2,265New
Ritholtz Wealth Management2,363$519.5K0.02%−28−1.2%Reduced
First Manhattan Co2,370$521.0K0.00%−214−8.3%Reduced
Castleark Management LLC2,380$523.2K0.02%00.0%Unchanged
Kestra Private Wealth Services, LLC2,411$530.1K0.01%+2,411New
Occudo Quantitative Strategies LP2,424$532.9K0.07%+2,424New
MAI Capital Management2,469$542.7K0.01%+887+56.1%Added
Tokio Marine Asset Management Co Ltd2,542$558.9K0.03%00.0%Unchanged
Advisors Asset Management, Inc.2,580$567.2K0.01%+928+56.2%Added
Welch & Forbes LLC2,589$569.2K0.01%−10−0.4%Reduced
Dakota Wealth Management2,610$573.8K0.02%+35+1.4%Added
SYSTM Wealth Solutions LLC2,614$574.6K0.08%−1,320−33.6%Reduced
Conestoga Capital Advisors, LLC2,639$580.2K0.01%+575+27.9%Added
Ossiam2,647$581.9K0.01%+497+23.1%Added
Guggenheim Capital LLC2,651$582.8K0.00%−700−20.9%Reduced
Portside Wealth Group, LLC2,659$584.6K0.11%+15+0.6%Added
Oak Harbor Wealth Partners, LLC2,673$587.7K0.20%−594−18.2%Reduced
Veriti Management LLC2,675$588.2K0.05%−162−5.7%Reduced
Prelude Capital Management, LLC2,676$588.3K0.05%+1,745+187.4%Added
Squarepoint Ops LLC2,677$588.5K0.00%−10.0%Reduced
Lakeridge Wealth Management LLC2,687$590.7K0.43%+2,687New