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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
Walleye Trading LLC2,693$592.1K0.01%−322−10.7%Reduced
PDT Partners, LLC2,701$593.8K0.07%+10.0%Added
Cetera Advisors LLC2,709$595.6K0.01%+48+1.8%Added
ISAM Funds (UK) Ltd2,715$596.9K0.43%+341+14.4%Added
WD Rutherford LLC2,740$603.0K0.35%−240−8.1%Reduced
Stonebrook Private Inc.2,757$606.2K0.20%+2,757New
Suncoast Equity Management2,765$607.9K0.08%−30−1.1%Reduced
TrinityPoint Wealth, LLC2,787$612.6K0.11%−10−0.4%Reduced
Credit Agricole S A2,795$614.5K0.01%+1,867+201.2%Added
Axq Capital, LP2,800$615.6K0.16%+2,800New
FDx Advisors, Inc.2,825$621.0K0.05%−183−6.1%Reduced
Seascape Capital Management2,927$644.0K0.27%−117−3.8%Reduced
Tritonpoint Wealth, LLC2,959$650.5K0.06%+2,959New
Hilton Capital Management, LLC2,962$651.2K0.07%+2,962New
Atria Wealth Solutions, Inc.2,973$653.6K0.01%+99+3.4%Added
PAX Financial Group, LLC2,975$655.3K0.14%−244−7.6%Reduced
Fiduciary Family Office, LLC3,047$670.0K0.29%+3,047New
Simplex Trading, LLC3,100$681.0K0.02%+2,738+756.4%Added
Everence Capital Management Inc3,150$693.0K0.05%00.0%Unchanged
Fiduciary Trust Co3,181$699.3K0.01%00.0%Unchanged
Resources Investment Advisors, LLC.3,184$700.0K0.01%+371+13.2%Added
Fifth Third Bancorp3,226$709.2K0.00%+185+6.1%Added
Intrust Bank NA3,228$709.7K0.08%+9+0.3%Added
HighPoint Advisor Group LLC3,216$710.0K0.05%+3,216New
Bowman & Co S.C.3,340$735.9K0.51%+223+7.2%Added
Westside Investment Management, Inc.3,382$743.5K0.19%00.0%Unchanged
Matisse Capital3,397$746.8K0.40%00.0%Unchanged
Signaturefd, LLC3,448$758.0K0.02%−161−4.5%Reduced
DFPG Investments, LLC3,574$763.1K0.06%+402+12.7%Added
Ameritas Investment Partners, Inc.3,498$769.0K0.03%−80−2.2%Reduced
Kentucky Retirement Systems Insurance Trust Fund3,520$773.9K0.05%+53+1.5%Added
Legacy Wealth Asset Management, LLC3,544$779.1K0.26%+54+1.5%Added
Rodgers Brothers Inc.3,564$783.5K0.12%−50−1.4%Reduced
Main Street Financial Solutions, LLC3,568$784.4K0.10%−29−0.8%Reduced
Financial Insights, Inc.3,575$786.0K0.25%+184+5.4%Added
Invera Wealth Advisors, LLC3,577$786.4K0.49%+3,577New
Ieq Capital, LLC3,614$794.4K0.01%−1,671−31.6%Reduced
Greenwood Capital Associates LLC3,649$802.2K0.10%−273−7.0%Reduced
Evercore Wealth Management, LLC3,696$812.6K0.01%00.0%Unchanged
Mercer Global Advisors Inc3,721$818.0K0.00%−993−21.1%Reduced
We Are One Seven, LLC3,826$841.2K0.05%−203−5.0%Reduced
Stevens Capital Management LP3,863$849.0K0.21%+3,863New
Alliance Wealth Advisors, LLC3,878$852.5K0.29%+63+1.7%Added
Cetera Investment Advisers3,913$860.2K0.01%−8−0.2%Reduced
Quotient Wealth Partners, LLC3,941$866.5K0.03%+3,941New
Atom Investors LP3,957$869.9K0.15%+2,836+253.0%Added
Bayesian Capital Management, LP4,000$879.4K0.09%+4,000New
GWM Advisors LLC4,032$883.1K0.01%+1,112+38.1%Added
Metropolitan Life Insurance Co4,021$884.0K0.04%−61−1.5%Reduced
Riverwater Partners LLC4,038$887.8K0.70%−97−2.3%Reduced
Cresset Asset Management, LLC4,065$893.7K0.01%+651+19.1%Added
Gilliland Jeter Wealth Management LLC4,075$895.8K0.37%+4,075New
Park Avenue Securities LLC4,168$916.0K0.01%−29−0.7%Reduced
Millennium Management LLC4,196$922.5K0.00%−31,396−88.2%Reduced
Personal Cfo Solutions, LLC4,251$934.7K0.16%+180+4.4%Added
Compass Ion Advisors, LLC4,280$941.0K0.15%+63+1.5%Added
Thrivent Financial for Lutherans4,291$943.0K0.00%−39−0.9%Reduced
Park Edge Advisors, LLC4,409$969.3K0.34%+51+1.2%Added
Wealth Enhancement Advisory Services, LLC4,477$984.3K0.00%−88−1.9%Reduced
Great Lakes Advisors, LLC4,579$1.01M0.01%−53−1.1%Reduced
Central Valley Advisors, LLC4,607$1.01M0.60%+4,607New
Norden Group LLC4,612$1.01M0.18%+126+2.8%Added
Boston Family Office LLC4,629$1.02M0.08%00.0%Unchanged
Davy Global Fund Management Ltd4,674$1.03M0.12%−53−1.1%Reduced
Apollon Wealth Management, LLC4,729$1.04M0.04%+2,632+125.5%Added
Lee Financial Co4,766$1.05M0.18%−3−0.1%Reduced
De Burlo Group Inc4,900$1.08M0.19%00.0%Unchanged
Benjamin Edwards Inc4,894$1.08M0.23%−21−0.4%Reduced
Covenant Partners, LLC4,999$1.10M0.35%00.0%Unchanged
Trueblood Wealth Management, LLC5,020$1.10M0.69%+5,020New
JustInvest LLC5,051$1.11M0.03%−1,537−23.3%Reduced
Illinois Municipal Retirement Fund5,070$1.11M0.02%00.0%Unchanged
Connable Office Inc5,091$1.12M0.14%00.0%Unchanged
New Mexico Educational Retirement Board5,150$1.13M0.04%00.0%Unchanged
Wellington Management Group LLP5,182$1.14M0.00%+5,182New
Diversified Trust Co5,330$1.17M0.04%+86+1.6%Added
Southeast Asset Advisors Inc.5,369$1.18M0.16%−4,721−46.8%Reduced
Ostrum Asset Management5,432$1.19M0.10%−363−6.3%Reduced
Cetera Advisor Networks LLC5,467$1.20M0.01%+428+8.5%Added
Commerce Bank5,480$1.20M0.01%+1,646+42.9%Added
Colony Group, LLC5,484$1.21M0.02%+5,484New
Metis Global Partners, LLC5,578$1.23M0.05%+964+20.9%Added
Private Harbour Investment Management & Counsel, LLC5,591$1.23M1.41%−250−4.3%Reduced
Intech Investment Management LLC5,686$1.25M0.02%−2,059−26.6%Reduced
Swiss Life Asset Management Ltd5,679$1.25M0.02%−6,273−52.5%Reduced
Knowledge Leaders Capital, LLC5,702$1.25M1.98%−212−3.6%Reduced
Strong Tower Advisory Services5,738$1.26M0.56%−20.0%Reduced
AE Wealth Management LLC5,945$1.28M0.01%+1,252+26.7%Added
Farther Finance Advisors, LLC5,887$1.29M0.09%+4,714+401.9%Added
Toroso Investments, LLC5,919$1.30M0.03%+1,299+28.1%Added
Brown Advisory Inc5,966$1.31M0.00%+803+15.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,969$1.31M0.00%−5,571−48.3%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.6,000$1.32M0.72%00.0%Unchanged
Louisiana State Employees Retirement System6,000$1.32M0.03%−100−1.6%Reduced
Taylor Frigon Capital Management LLC6,096$1.34M0.67%−47−0.8%Reduced
Cullen Investment Group, Ltd.6,146$1.35M0.24%+6,146New
Securian Asset Management, Inc6,271$1.38M0.04%−812−11.5%Reduced
Daymark Wealth Partners, LLC6,278$1.38M0.08%00.0%Unchanged
Nordea Investment Management AB6,301$1.39M0.00%+206+3.4%Added
Entropy Technologies, LP6,332$1.39M0.26%+6,332New