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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 7,231 | $1.59M | 1.11% | +209+3.0% | Added |
| Quantinno Capital Management LP | 7,212 | $1.59M | 0.06% | +291+4.2% | Added |
| Commonwealth Equity Services, LLC | 7,200 | $1.58M | 0.00% | −425−5.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,768 | $1.49M | 0.71% | −8−0.1% | Reduced |
| Ethic Inc. | 6,697 | $1.47M | 0.04% | +571+9.3% | Added |
| Pacer Advisors, Inc. | 6,490 | $1.43M | 0.00% | −1,613−19.9% | Reduced |
| FJ Investments, LLC | 6,359 | $1.40M | 0.07% | +6,359 | New |
| Crossmark Global Holdings, Inc. | 6,348 | $1.40M | 0.03% | −180−2.8% | Reduced |
| SG Americas Securities, LLC | 6,347 | $1.40M | 0.02% | +2,262+55.4% | Added |
| Entropy Technologies, LP | 6,332 | $1.39M | 0.26% | +6,332 | New |
| Nordea Investment Management AB | 6,301 | $1.39M | 0.00% | +206+3.4% | Added |
| Daymark Wealth Partners, LLC | 6,278 | $1.38M | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,271 | $1.38M | 0.04% | −812−11.5% | Reduced |
| Cullen Investment Group, Ltd. | 6,146 | $1.35M | 0.24% | +6,146 | New |
| Taylor Frigon Capital Management LLC | 6,096 | $1.34M | 0.67% | −47−0.8% | Reduced |
| Louisiana State Employees Retirement System | 6,000 | $1.32M | 0.03% | −100−1.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,000 | $1.32M | 0.72% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,969 | $1.31M | 0.00% | −5,571−48.3% | Reduced |
| Brown Advisory Inc | 5,966 | $1.31M | 0.00% | +803+15.6% | Added |
| Toroso Investments, LLC | 5,919 | $1.30M | 0.03% | +1,299+28.1% | Added |
| Farther Finance Advisors, LLC | 5,887 | $1.29M | 0.09% | +4,714+401.9% | Added |
| AE Wealth Management LLC | 5,945 | $1.28M | 0.01% | +1,252+26.7% | Added |
| Strong Tower Advisory Services | 5,738 | $1.26M | 0.56% | −20.0% | Reduced |
| Knowledge Leaders Capital, LLC | 5,702 | $1.25M | 1.98% | −212−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 5,679 | $1.25M | 0.02% | −6,273−52.5% | Reduced |
| Intech Investment Management LLC | 5,686 | $1.25M | 0.02% | −2,059−26.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 5,591 | $1.23M | 1.41% | −250−4.3% | Reduced |
| Metis Global Partners, LLC | 5,578 | $1.23M | 0.05% | +964+20.9% | Added |
| Colony Group, LLC | 5,484 | $1.21M | 0.02% | +5,484 | New |
| Commerce Bank | 5,480 | $1.20M | 0.01% | +1,646+42.9% | Added |
| Cetera Advisor Networks LLC | 5,467 | $1.20M | 0.01% | +428+8.5% | Added |
| Ostrum Asset Management | 5,432 | $1.19M | 0.10% | −363−6.3% | Reduced |
| Southeast Asset Advisors Inc. | 5,369 | $1.18M | 0.16% | −4,721−46.8% | Reduced |
| Diversified Trust Co | 5,330 | $1.17M | 0.04% | +86+1.6% | Added |
| Wellington Management Group LLP | 5,182 | $1.14M | 0.00% | +5,182 | New |
| New Mexico Educational Retirement Board | 5,150 | $1.13M | 0.04% | 00.0% | Unchanged |
| Connable Office Inc | 5,091 | $1.12M | 0.14% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,070 | $1.11M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 5,051 | $1.11M | 0.03% | −1,537−23.3% | Reduced |
| Trueblood Wealth Management, LLC | 5,020 | $1.10M | 0.69% | +5,020 | New |
| Covenant Partners, LLC | 4,999 | $1.10M | 0.35% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,894 | $1.08M | 0.23% | −21−0.4% | Reduced |
| De Burlo Group Inc | 4,900 | $1.08M | 0.19% | 00.0% | Unchanged |
| Lee Financial Co | 4,766 | $1.05M | 0.18% | −3−0.1% | Reduced |
| Apollon Wealth Management, LLC | 4,729 | $1.04M | 0.04% | +2,632+125.5% | Added |
| Davy Global Fund Management Ltd | 4,674 | $1.03M | 0.12% | −53−1.1% | Reduced |
| Boston Family Office LLC | 4,629 | $1.02M | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 4,612 | $1.01M | 0.18% | +126+2.8% | Added |
| Central Valley Advisors, LLC | 4,607 | $1.01M | 0.60% | +4,607 | New |
| Great Lakes Advisors, LLC | 4,579 | $1.01M | 0.01% | −53−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,477 | $984.3K | 0.00% | −88−1.9% | Reduced |
| Park Edge Advisors, LLC | 4,409 | $969.3K | 0.34% | +51+1.2% | Added |
| Thrivent Financial for Lutherans | 4,291 | $943.0K | 0.00% | −39−0.9% | Reduced |
| Compass Ion Advisors, LLC | 4,280 | $941.0K | 0.15% | +63+1.5% | Added |
| Personal Cfo Solutions, LLC | 4,251 | $934.7K | 0.16% | +180+4.4% | Added |
| Millennium Management LLC | 4,196 | $922.5K | 0.00% | −31,396−88.2% | Reduced |
| Park Avenue Securities LLC | 4,168 | $916.0K | 0.01% | −29−0.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,075 | $895.8K | 0.37% | +4,075 | New |
| Cresset Asset Management, LLC | 4,065 | $893.7K | 0.01% | +651+19.1% | Added |
| Riverwater Partners LLC | 4,038 | $887.8K | 0.70% | −97−2.3% | Reduced |
| Metropolitan Life Insurance Co | 4,021 | $884.0K | 0.04% | −61−1.5% | Reduced |
| GWM Advisors LLC | 4,032 | $883.1K | 0.01% | +1,112+38.1% | Added |
| Bayesian Capital Management, LP | 4,000 | $879.4K | 0.09% | +4,000 | New |
| Atom Investors LP | 3,957 | $869.9K | 0.15% | +2,836+253.0% | Added |
| Quotient Wealth Partners, LLC | 3,941 | $866.5K | 0.03% | +3,941 | New |
| Cetera Investment Advisers | 3,913 | $860.2K | 0.01% | −8−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,878 | $852.5K | 0.29% | +63+1.7% | Added |
| Stevens Capital Management LP | 3,863 | $849.0K | 0.21% | +3,863 | New |
| We Are One Seven, LLC | 3,826 | $841.2K | 0.05% | −203−5.0% | Reduced |
| Mercer Global Advisors Inc | 3,721 | $818.0K | 0.00% | −993−21.1% | Reduced |
| Evercore Wealth Management, LLC | 3,696 | $812.6K | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 3,649 | $802.2K | 0.10% | −273−7.0% | Reduced |
| Ieq Capital, LLC | 3,614 | $794.4K | 0.01% | −1,671−31.6% | Reduced |
| Invera Wealth Advisors, LLC | 3,577 | $786.4K | 0.49% | +3,577 | New |
| Financial Insights, Inc. | 3,575 | $786.0K | 0.25% | +184+5.4% | Added |
| Main Street Financial Solutions, LLC | 3,568 | $784.4K | 0.10% | −29−0.8% | Reduced |
| Rodgers Brothers Inc. | 3,564 | $783.5K | 0.12% | −50−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,544 | $779.1K | 0.26% | +54+1.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,520 | $773.9K | 0.05% | +53+1.5% | Added |
| Ameritas Investment Partners, Inc. | 3,498 | $769.0K | 0.03% | −80−2.2% | Reduced |
| DFPG Investments, LLC | 3,574 | $763.1K | 0.06% | +402+12.7% | Added |
| Signaturefd, LLC | 3,448 | $758.0K | 0.02% | −161−4.5% | Reduced |
| Matisse Capital | 3,397 | $746.8K | 0.40% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,382 | $743.5K | 0.19% | 00.0% | Unchanged |
| Bowman & Co S.C. | 3,340 | $735.9K | 0.51% | +223+7.2% | Added |
| HighPoint Advisor Group LLC | 3,216 | $710.0K | 0.05% | +3,216 | New |
| Intrust Bank NA | 3,228 | $709.7K | 0.08% | +9+0.3% | Added |
| Fifth Third Bancorp | 3,226 | $709.2K | 0.00% | +185+6.1% | Added |
| Resources Investment Advisors, LLC. | 3,184 | $700.0K | 0.01% | +371+13.2% | Added |
| Fiduciary Trust Co | 3,181 | $699.3K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,150 | $693.0K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,100 | $681.0K | 0.02% | +2,738+756.4% | Added |
| Fiduciary Family Office, LLC | 3,047 | $670.0K | 0.29% | +3,047 | New |
| PAX Financial Group, LLC | 2,975 | $655.3K | 0.14% | −244−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 2,973 | $653.6K | 0.01% | +99+3.4% | Added |
| Hilton Capital Management, LLC | 2,962 | $651.2K | 0.07% | +2,962 | New |
| Tritonpoint Wealth, LLC | 2,959 | $650.5K | 0.06% | +2,959 | New |
| Seascape Capital Management | 2,927 | $644.0K | 0.27% | −117−3.8% | Reduced |
| FDx Advisors, Inc. | 2,825 | $621.0K | 0.05% | −183−6.1% | Reduced |
| Axq Capital, LP | 2,800 | $615.6K | 0.16% | +2,800 | New |