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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 2,795 | $614.5K | 0.01% | +1,867+201.2% | Added |
| TrinityPoint Wealth, LLC | 2,787 | $612.6K | 0.11% | −10−0.4% | Reduced |
| Suncoast Equity Management | 2,765 | $607.9K | 0.08% | −30−1.1% | Reduced |
| Stonebrook Private Inc. | 2,757 | $606.2K | 0.20% | +2,757 | New |
| WD Rutherford LLC | 2,740 | $603.0K | 0.35% | −240−8.1% | Reduced |
| ISAM Funds (UK) Ltd | 2,715 | $596.9K | 0.43% | +341+14.4% | Added |
| Cetera Advisors LLC | 2,709 | $595.6K | 0.01% | +48+1.8% | Added |
| PDT Partners, LLC | 2,701 | $593.8K | 0.07% | +10.0% | Added |
| Walleye Trading LLC | 2,693 | $592.1K | 0.01% | −322−10.7% | Reduced |
| Lakeridge Wealth Management LLC | 2,687 | $590.7K | 0.43% | +2,687 | New |
| Squarepoint Ops LLC | 2,677 | $588.5K | 0.00% | −10.0% | Reduced |
| Prelude Capital Management, LLC | 2,676 | $588.3K | 0.05% | +1,745+187.4% | Added |
| Veriti Management LLC | 2,675 | $588.2K | 0.05% | −162−5.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,673 | $587.7K | 0.20% | −594−18.2% | Reduced |
| Portside Wealth Group, LLC | 2,659 | $584.6K | 0.11% | +15+0.6% | Added |
| Guggenheim Capital LLC | 2,651 | $582.8K | 0.00% | −700−20.9% | Reduced |
| Ossiam | 2,647 | $581.9K | 0.01% | +497+23.1% | Added |
| Conestoga Capital Advisors, LLC | 2,639 | $580.2K | 0.01% | +575+27.9% | Added |
| SYSTM Wealth Solutions LLC | 2,614 | $574.6K | 0.08% | −1,320−33.6% | Reduced |
| Dakota Wealth Management | 2,610 | $573.8K | 0.02% | +35+1.4% | Added |
| Welch & Forbes LLC | 2,589 | $569.2K | 0.01% | −10−0.4% | Reduced |
| Advisors Asset Management, Inc. | 2,580 | $567.2K | 0.01% | +928+56.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,542 | $558.9K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 2,469 | $542.7K | 0.01% | +887+56.1% | Added |
| Occudo Quantitative Strategies LP | 2,424 | $532.9K | 0.07% | +2,424 | New |
| Kestra Private Wealth Services, LLC | 2,411 | $530.1K | 0.01% | +2,411 | New |
| Castleark Management LLC | 2,380 | $523.2K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 2,370 | $521.0K | 0.00% | −214−8.3% | Reduced |
| Ritholtz Wealth Management | 2,363 | $519.5K | 0.02% | −28−1.2% | Reduced |
| Investment Management Corp of Ontario | 2,265 | $498.0K | 0.01% | +2,265 | New |
| Principal Securities, Inc. | 2,257 | $496.2K | 0.02% | +2,257 | New |
| Baker Tilly Wealth Management, LLC | 2,246 | $493.8K | 0.08% | −40−1.7% | Reduced |
| WR Wealth Planners, LLC | 2,211 | $486.1K | 0.18% | +260+13.3% | Added |
| Public Sector Pension Investment Board | 2,206 | $485.0K | 0.00% | −8,361−79.1% | Reduced |
| Vontobel Holding Ltd. | 2,169 | $476.9K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,169 | $476.9K | 0.03% | +5+0.2% | Added |
| V-Square Quantitative Management LLC | 2,166 | $476.2K | 0.11% | +434+25.1% | Added |
| Central Trust Co | 2,136 | $469.6K | 0.01% | −332−13.5% | Reduced |
| Vident Advisory, LLC | 2,132 | $468.7K | 0.01% | +94+4.6% | Added |
| Kestra Advisory Services, LLC | 2,114 | $464.7K | 0.00% | +48+2.3% | Added |
| Allred Capital Management, LLC | 2,100 | $461.7K | 0.20% | +20+1.0% | Added |
| Wetherby Asset Management Inc | 2,098 | $461.2K | 0.02% | −134−6.0% | Reduced |
| Phillips Wealth Planners LLC | 2,082 | $459.0K | 0.55% | +117+6.0% | Added |
| OneAscent Wealth Management LLC | 2,052 | $451.0K | 0.18% | −346−14.4% | Reduced |
| 9258 Wealth Management, LLC | 2,040 | $448.5K | 0.08% | +676+49.6% | Added |
| CWM, LLC | 2,032 | $447.0K | 0.00% | −35−1.7% | Reduced |
| Vestcor Inc | 2,010 | $442.0K | 0.01% | −31−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,009 | $441.8K | 0.02% | +1,534+322.9% | Added |
| Nomura Holdings Inc | 2,006 | $441.0K | 0.00% | +2,006 | New |
| Glenview Trust Co | 1,993 | $438.2K | 0.01% | −512−20.4% | Reduced |
| Pitcairn Co | 1,991 | $437.7K | 0.03% | −16−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,970 | $433.1K | 0.07% | 00.0% | Unchanged |
| Guardian Capital LP | 1,967 | $432.4K | 0.02% | −601−23.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,904 | $418.6K | 0.00% | +105+5.8% | Added |
| Alta Capital Management LLC | 1,895 | $416.6K | 0.03% | −460−19.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,881 | $413.5K | 0.04% | +1,881 | New |
| Dana Investment Advisors, Inc. | 1,857 | $408.2K | 0.02% | +77+4.3% | Added |
| Greenleaf Trust | 1,853 | $407.4K | 0.00% | −35−1.9% | Reduced |
| Beaumont Financial Advisors, LLC | 1,849 | $406.5K | 0.04% | −6−0.3% | Reduced |
| MTM Investment Management, LLC | 1,846 | $405.8K | 0.19% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,833 | $403.0K | 0.00% | −1,774−49.2% | Reduced |
| Lake Street Advisors Group, LLC | 1,826 | $401.5K | 0.02% | +1,826 | New |
| Moody Aldrich Partners LLC | 1,796 | $394.9K | 0.07% | −424−19.1% | Reduced |
| Courier Capital LLC | 1,774 | $390.0K | 0.03% | 00.0% | Unchanged |
| American Trust | 1,766 | $388.3K | 0.03% | −63−3.4% | Reduced |
| National Asset Management, Inc. | 1,763 | $387.6K | 0.01% | −209−10.6% | Reduced |
| GM Advisory Group, Inc. | 1,744 | $383.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,726 | $379.5K | 0.00% | +1,726 | New |
| Integrated Wealth Concepts LLC | 1,699 | $373.6K | 0.01% | −231−12.0% | Reduced |
| Ancora Advisors, LLC | 1,699 | $373.5K | 0.01% | +826+94.6% | Added |
| XTX Topco Ltd | 1,696 | $372.9K | 0.08% | −2,352−58.1% | Reduced |
| Shearwater Capital LLC | 1,694 | $372.5K | 0.30% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,690 | $371.5K | 0.10% | +145+9.4% | Added |
| West Coast Financial LLC | 1,683 | $370.0K | 0.05% | −106−5.9% | Reduced |
| Huntington National Bank | 1,673 | $367.7K | 0.00% | +610+57.4% | Added |
| Ci Investments Inc. | 1,643 | $361.0K | 0.00% | −280−14.6% | Reduced |
| Financial Advocates Investment Management | 1,635 | $359.5K | 0.02% | +25+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,622 | $357.0K | 0.00% | −2,089−56.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,610 | $354.0K | 0.11% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,597 | $351.0K | 0.19% | −106−6.2% | Reduced |
| GTS Securities LLC | 1,587 | $348.9K | 0.01% | +1,587 | New |
| Profund Advisors LLC | 1,583 | $348.0K | 0.01% | +68+4.5% | Added |
| Tiaa Trust, National Association | 1,556 | $342.1K | 0.00% | −8−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,508 | $331.5K | 0.00% | +216+16.7% | Added |
| Hummer Financial Advisory Services Inc | 1,500 | $329.8K | 0.30% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,490 | $327.6K | 0.04% | +40+2.8% | Added |
| Berry Wealth Group, LP | 1,483 | $326.1K | 0.30% | +1,483 | New |
| OneAscent Financial Services LLC | 1,485 | $326.0K | 0.04% | −198−11.8% | Reduced |
| Lido Advisors, LLC | 1,481 | $325.7K | 0.00% | +236+19.0% | Added |
| Azimuth Capital Investment Management LLC | 1,480 | $325.4K | 0.01% | +120+8.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,463 | $321.6K | 0.05% | −3−0.2% | Reduced |
| RSM US Wealth Management LLC | 1,457 | $320.3K | 0.01% | +1,457 | New |
| Sawtooth Solutions, LLC | 1,453 | $319.4K | 0.01% | −128−8.1% | Reduced |
| Bleakley Financial Group, LLC | 1,453 | $319.4K | 0.01% | −128−8.1% | Reduced |
| Brevan Howard Capital Management LP | 1,451 | $319.0K | 0.03% | +1,451 | New |
| Eqis Capital Management, Inc. | 1,435 | $315.4K | 0.03% | +92+6.9% | Added |
| NEOS Investment Management LLC | 1,408 | $309.5K | 0.03% | +1,408 | New |
| Johnson Investment Counsel Inc | 1,397 | $307.1K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,386 | $305.0K | 0.01% | −13−0.9% | Reduced |
| Davenport & Co LLC | 1,385 | $304.5K | 0.00% | 00.0% | Unchanged |