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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, Q1 2024

Institutional positions in STERIS plc as of Mar 31, 2024. 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
725
+21 vs. Q4 2023
Shares held
95.3M
+1.54M (+1.6%) vs. Q4 2023
Total value
$21.3B
+$797.6M (+3.9%) vs. Q4 2023
New holders
70
294 more added
Sold out
49
236 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 725 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 heldQ1 2024: $21.3B
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, Q1 2024

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q4 2023.

Institutions holding STE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC3$00.00%+3New
Capital Advisors, Ltd. LLC2$00.00%+2New
Global Assets Advisory, LLC25,418$1150.01%+25,418New
TFC Financial Management1$2250.00%+1New
Cherry Tree Wealth Management, LLC2$3380.00%00.0%Unchanged
WestEnd Advisors, LLC2$4500.00%00.0%Unchanged
JJJ Advisors Inc.2$4500.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.2$4500.00%+2New
West Paces Advisors Inc.3$6740.00%−6−66.7%Reduced
Glen Eagle Advisors, LLC3$6740.00%00.0%Unchanged
NVWM, LLC3$6740.00%+3New
Tradewinds Capital Management, LLC3$6750.00%00.0%Unchanged
True Wealth Design, LLC3$6750.00%+1+50.0%Added
Rosenberg Matthew Hamilton4$8840.00%−43−91.5%Reduced
Avion Wealth4$1.00K0.00%+4New
Archer Investment Corp5$1.12K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$1.13K0.00%00.0%Unchanged
Sachetta, LLC6$1.32K0.00%00.0%Unchanged
Front Row Advisors LLC6$1.35K0.00%+6New
REAP Financial Group, LLC6$1.35K0.00%00.0%Unchanged
Albion Financial Group7$1.57K0.00%+7New
TD Capital Management LLC7$1.57K0.00%+7New
Dunhill Financial, LLC7$1.62K0.00%+1+16.7%Added
Financial Perspectives, Inc7$1.64K0.00%00.0%Unchanged
Versant Capital Management, Inc8$1.80K0.00%00.0%Unchanged
Geneos Wealth Management Inc.8$1.80K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.8$1.80K0.00%+8New
Penserra Capital Management LLC9$2.00K0.00%−451−98.0%Reduced
Naples Money Management LLC9$2.02K0.00%00.0%Unchanged
Jones Financial Companies LLLP11$2.47K0.00%−14−56.0%Reduced
Raleigh Capital Management Inc.11$2.47K0.00%+7+175.0%Added
Beacon Capital Management, LLC12$2.70K0.00%00.0%Unchanged
Sofos Investments, Inc.12$2.85K0.00%+10+500.0%Added
St Germain D J Co Inc13$2.92K0.00%00.0%Unchanged
Valley National Advisers Inc15$3.00K0.00%00.0%Unchanged
CVA Family Office, LLC15$3.37K0.00%00.0%Unchanged
Cornerstone Planning Group LLC17$3.53K0.00%00.0%Unchanged
Tyler-Stone Wealth Management17$3.82K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$4.05K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$4.05K0.00%00.0%Unchanged
Solstein Capital, LLC19$4.27K0.00%00.0%Unchanged
Piscataqua Savings Bank20$4.50K0.00%+20New
Atlantic Edge Private Wealth Management, LLC20$4.50K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.22$4.97K0.00%+8+57.1%Added
Manchester Capital Management LLC23$5.17K0.00%+7+43.8%Added
Annis Gardner Whiting Capital Advisors, LLC23$5.17K0.00%+23New
Delta Asset Management LLC25$5.62K0.00%00.0%Unchanged
Zions Bancorporation, N.A.26$5.84K0.00%−1−3.7%Reduced
Crewe Advisors LLC26$5.85K0.00%+26New
Carolinas Wealth Consulting LLC27$6.07K0.00%+27New
Global Financial Private Client, LLC28$6.19K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC28$6.29K0.00%00.0%Unchanged
Cetera Trust Company, N.A30$6.75K0.00%00.0%Unchanged
Private Wealth Management Group, LLC31$6.97K0.00%00.0%Unchanged
Financial Management Professionals, Inc.33$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc32$7.20K0.00%00.0%Unchanged
Pacific Center for Financial Services32$7.20K0.00%+32New
ICA Group Wealth Management, LLC35$7.87K0.00%−35−50.0%Reduced
JFS Wealth Advisors, LLC36$8.09K0.00%−1−2.7%Reduced
Redmont Wealth Advisors LLC36$8.09K0.01%+36New
Anchor Investment Management, LLC37$8.32K0.00%+37New
Abound Wealth Management37$8.32K0.00%+18+94.7%Added
MV Capital Management, Inc.38$8.54K0.00%00.0%Unchanged
Meeder Asset Management Inc40$8.99K0.00%+40New
Harvest Fund Management Co., Ltd43$10.0K0.00%+43New
Fortitude Family Office, LLC48$10.8K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC52$11.7K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$12.1K0.00%00.0%Unchanged
LRI Investments, LLC55$12.4K0.00%+55New
Salem Investment Counselors Inc56$12.6K0.00%+6+12.0%Added
Ronald Blue Trust, Inc.56$12.6K0.00%+21+60.0%Added
Bruce G. Allen Investments, LLC57$12.8K0.01%+28+96.6%Added
Silicon Valley Capital Partners58$12.9K0.00%+1+1.8%Added
DT Investment Partners, LLC58$13.0K0.00%00.0%Unchanged
Rise Advisors, LLC60$13.5K0.01%+60New
RFP Financial Group LLC61$13.7K0.01%00.0%Unchanged
Rothschild Investment LLC62$13.9K0.00%+5+8.8%Added
Eagle Bay Advisors LLC62$13.9K0.01%+43+226.3%Added
Farmers & Merchants Investments Inc65$14.6K0.00%00.0%Unchanged
Baldwin Brothers Inc74$16.6K0.00%+1+1.4%Added
Brown Brothers Harriman & Co75$16.9K0.00%−12−13.8%Reduced
Centerpoint Advisors, LLC91$20.0K0.01%00.0%Unchanged
Kelly Financial Services LLC90$20.2K0.01%00.0%Unchanged
Trust Co of Vermont97$21.8K0.00%00.0%Unchanged
AlphaMark Advisors, LLC100$22.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC105$23.6K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC110$25.0K0.02%00.0%Unchanged
First Personal Financial Services112$25.2K0.01%+112New
Mowery & Schoenfeld Wealth Management, LLC113$25.4K0.05%−4−3.4%Reduced
Millburn Ridgefield Corp117$26.3K0.00%−7−5.6%Reduced
Catalyst Capital Advisors LLC117$26.3K0.00%−7−5.6%Reduced
SJS Investment Consulting Inc.120$27.0K0.01%+110+1,100.0%Added
J.Safra Asset Management Corp121$27.2K0.00%+53+77.9%Added
Quent Capital, LLC134$30.1K0.00%+71+112.7%Added
HighMark Wealth Management LLC135$30.3K0.02%00.0%Unchanged
Lindbrook Capital, LLC142$31.9K0.00%+26+22.4%Added
Smartleaf Asset Management LLC145$32.7K0.01%+145New
Pension & Wealth Management Advisors, Inc.150$33.8K0.02%00.0%Unchanged
Operose Advisors LLC153$34.4K0.01%00.0%Unchanged
Headlands Technologies LLC160$36.0K0.01%+160New