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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
Bartlett & Co. Wealth Management LLC1,367$303.1K0.00%+1,000+272.5%Added
Bartlett & Co. LLC1,367$303.0K0.00%+1,000+272.5%Added
Horizon Investments, LLC1,376$302.5K0.01%−82−5.6%Reduced
Fulton Bank, N.A.1,364$299.9K0.01%+135+11.0%Added
Wellington Shields & Co., LLC1,350$296.8K0.11%00.0%Unchanged
Checchi Capital Advisers, LLC1,330$292.4K0.02%+16+1.2%Added
NorthRock Partners, LLC1,325$291.3K0.01%+253+23.6%Added
TD Waterhouse Canada Inc.1,343$290.7K0.00%−30−2.2%Reduced
Clear Harbor Asset Management, LLC1,321$290.4K0.03%−298−18.4%Reduced
Waldron Private Wealth LLC1,317$289.5K0.01%−15−1.1%Reduced
Confluence Wealth Services, Inc.1,311$288.1K0.03%−133−9.2%Reduced
Teton Advisors, Inc.1,300$285.8K0.09%00.0%Unchanged
Dynamic Advisor Solutions LLC1,311$283.1K0.01%+173+15.2%Added
Peterson Wealth Services1,282$281.8K0.12%+1,282New
Granite Group Advisors, LLC1,176$275.0K0.19%+1,176New
McDonald Partners LLC1,248$274.4K0.08%−34−2.7%Reduced
Firethorn Wealth Partners, LLC1,243$273.3K0.18%00.0%Unchanged
D.A. Davidson & Co.1,238$272.2K0.00%+112+9.9%Added
Petrus Trust Company, LTA1,236$271.7K0.03%+1,236New
Fisher Asset Management, LLC1,222$268.7K0.00%+229+23.1%Added
Mesirow Financial Investment Management, Inc.1,221$268.4K0.01%+1,221New
Curi Capital1,206$265.1K0.04%−1−0.1%Reduced
Montag A & Associates Inc1,200$263.8K0.01%00.0%Unchanged
Gallagher Fiduciary Advisors, LLC1,187$261.0K0.01%+3+0.3%Added
Canandaigua National Bank & Trust Co1,179$259.2K0.04%−6−0.5%Reduced
Maxwell Wealth Strategies Inc.1,179$259.2K0.17%+1,179New
Hancock Whitney Corp1,165$256.1K0.01%+1,165New
Forte Capital LLC1,160$255.0K0.03%00.0%Unchanged
Hanson & Doremus Investment Management1,157$254.0K0.05%00.0%Unchanged
Trust Asset Management LLC1,151$253.0K0.02%00.0%Unchanged
Siemens Fonds Invest GmbH1,140$250.6K0.02%+1,140New
Empowered Funds, LLC1,137$250.0K0.01%+124+12.2%Added
InterOcean Capital Group, LLC1,130$248.4K0.01%+92+8.9%Added
Washington Trust Bank1,127$247.8K0.02%00.0%Unchanged
ING Groep NV1,126$247.6K0.00%−8,159−87.9%Reduced
Quadrant Capital Group LLC1,121$246.5K0.02%−33−2.9%Reduced
Great Lakes Retirement, Inc.1,119$246.0K0.04%−119−9.6%Reduced
Mutual Advisors, LLC1,116$245.3K0.01%+154+16.0%Added
NewEdge Wealth, LLC1,108$243.7K0.01%+1,108New
Logan Capital Management Inc1,103$242.5K0.01%+263+31.3%Added
Lincoln National Corp1,100$241.8K0.00%+45+4.3%Added
Naples Global Advisors, LLC1,100$241.8K0.03%00.0%Unchanged
Forum Financial Management, LP1,099$241.6K0.00%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.1,095$240.7K0.01%00.0%Unchanged
Parallel Advisors, LLC1,091$239.9K0.01%−94−7.9%Reduced
Cigna Investments Inc1,078$237.0K0.05%00.0%Unchanged
Opal Wealth Advisors, LLC1,078$237.0K0.09%−9−0.8%Reduced
HM Payson & Co1,076$236.6K0.00%00.0%Unchanged
Hilltop Holdings Inc.1,071$235.5K0.03%−13−1.2%Reduced
Waterloo Capital, L.P.1,067$234.6K0.04%+1,067New
Robeco Institutional Asset Management B.V.1,057$232.4K0.00%+296+38.9%Added
Wellington Shields Capital Management, LLC1,050$230.8K0.03%00.0%Unchanged
Oarsman Capital, Inc.1,039$228.4K0.06%+105+11.2%Added
Eagle Asset Management Inc1,032$226.9K0.00%+1,032New
FineMark National Bank & Trust1,012$222.5K0.01%−42−4.0%Reduced
First Horizon Advisors, Inc.1,011$222.3K0.01%+86+9.3%Added
CAPROCK Group, Inc.1,004$220.8K0.01%−45−4.3%Reduced
Park National Corp1,003$220.5K0.01%00.0%Unchanged
Argent Trust Co1,001$220.1K0.01%+35+3.6%Added
NTV Asset Management LLC1,000$219.8K0.04%00.0%Unchanged
Paragon Capital Management Ltd1,000$219.8K0.04%00.0%Unchanged
Asio Capital, LLC998$219.4K0.05%+998New
Sigma Investment Counselors Inc975$214.4K0.02%00.0%Unchanged
Private Trust Co NA956$210.2K0.02%−214−18.3%Reduced
Meeder Advisory Services, Inc.954$209.7K0.02%+11+1.2%Added
WSFS Capital Management, LLC943$207.3K0.01%00.0%Unchanged
Simon Quick Advisors, LLC938$206.2K0.02%−582−38.3%Reduced
Spears Abacus Advisors LLC935$205.6K0.02%00.0%Unchanged
Rice Partnership, LLC935$205.6K0.05%00.0%Unchanged
Center for Financial Planning, Inc.925$203.4K0.04%00.0%Unchanged
TD Private Client Wealth LLC869$191.1K0.01%−59−6.4%Reduced
Emerald Advisers, LLC779$171.3K0.01%−4−0.5%Reduced
SRS Capital Advisors, Inc.764$167.9K0.02%+325+74.0%Added
Compagnie Lombard Odier SCmA750$164.9K0.00%00.0%Unchanged
Umb Bank N A716$157.4K0.00%+52+7.8%Added
Smithfield Trust Co700$154.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust673$148.0K0.07%00.0%Unchanged
Wetzel Investment Advisors, Inc.612$135.0K0.08%+612New
Proequities, Inc.612$134.5K0.01%+88+16.8%Added
Qube Research & Technologies Ltd597$131.3K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.594$130.6K0.03%00.0%Unchanged
Slocum, Gordon & Co LLP589$129.5K0.11%00.0%Unchanged
Natixis Investment Managers International567$124.7K0.01%00.0%Unchanged
Allworth Financial LP531$116.7K0.00%−14−2.6%Reduced
Global Retirement Partners, LLC521$115.3K0.00%−3−0.6%Reduced
Sentry Investment Management LLC521$115.0K0.05%−56−9.7%Reduced
Global Wealth Management Investment Advisory, Inc.500$109.9K0.03%+275+122.2%Added
GAMMA Investing LLC502$109.9K0.03%+502New
Twin Tree Management, LP489$107.5K0.00%−91−15.7%Reduced
Key Financial Inc485$106.6K0.03%00.0%Unchanged
Penserra Capital Management LLC460$100.0K0.00%−95−17.1%Reduced
Venturi Wealth Management, LLC446$98.1K0.01%+3+0.7%Added
Park Place Capital Corp443$97.4K0.04%−1−0.2%Reduced
IFP Advisors, Inc435$95.6K0.00%−174−28.6%Reduced
Alta Advisers Ltd400$87.9K0.05%00.0%Unchanged
Massmutual Trust Co FSB394$86.6K0.00%−31−7.3%Reduced
EverSource Wealth Advisors, LLC345$75.7K0.01%+26+8.2%Added
Asset Dedication, LLC338$74.0K0.01%00.0%Unchanged
Chilton Capital Management LLC336$73.9K0.00%−97−22.4%Reduced
AdvisorNet Financial, Inc311$68.4K0.01%+184+144.9%Added