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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 166 | $37.3K | 0.00% | +166 | New |
| Pingora Partners LLC | 168 | $37.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 200 | $45.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 217 | $48.8K | 0.01% | +19+9.6% | Added |
| NBC Securities, Inc. | 230 | $51.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 253 | $56.9K | 0.02% | +97+62.2% | Added |
| Larson Financial Group LLC | 255 | $57.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 263 | $59.1K | 0.00% | −20−7.1% | Reduced |
| Denali Advisors LLC | 300 | $67.4K | 0.02% | +300 | New |
| AdvisorNet Financial, Inc | 301 | $67.7K | 0.01% | −10−3.2% | Reduced |
| Accordant Advisory Group Inc | 308 | $69.2K | 0.05% | +308 | New |
| Chilton Capital Management LLC | 327 | $73.5K | 0.00% | −9−2.7% | Reduced |
| Asset Dedication, LLC | 338 | $77.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 402 | $82.3K | 0.01% | +57+16.5% | Added |
| Spire Wealth Management | 375 | $84.3K | 0.00% | +172+84.7% | Added |
| Alta Advisers Ltd | 400 | $89.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 419 | $94.2K | 0.00% | +25+6.3% | Added |
| IFP Advisors, Inc | 439 | $98.7K | 0.00% | +4+0.9% | Added |
| Park Place Capital Corp | 443 | $99.6K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 468 | $105.2K | 0.01% | +22+4.9% | Added |
| Key Financial Inc | 485 | $109.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 521 | $117.0K | 0.05% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 633 | $127.1K | 0.07% | +21+3.4% | Added |
| Natixis Investment Managers International | 567 | $127.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 570 | $128.2K | 0.00% | +49+9.4% | Added |
| State of Wyoming | 575 | $129.3K | 0.02% | +411+250.6% | Added |
| Allworth Financial LP | 579 | $130.2K | 0.00% | +48+9.0% | Added |
| Slocum, Gordon & Co LLP | 589 | $132.4K | 0.10% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 594 | $133.5K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 603 | $135.6K | 0.00% | −2,090−77.6% | Reduced |
| Covestor Ltd | 609 | $137.0K | 0.09% | +537+745.8% | Added |
| Proequities, Inc. | 624 | $140.3K | 0.01% | +12+2.0% | Added |
| Mather Group, LLC. | 709 | $155.9K | 0.00% | +709 | New |
| Smithfield Trust Co | 700 | $157.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 701 | $157.6K | 0.03% | +199+39.6% | Added |
| Umb Bank N A | 720 | $161.9K | 0.00% | +4+0.6% | Added |
| Compagnie Lombard Odier SCmA | 750 | $168.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 764 | $171.8K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 851 | $191.3K | 0.00% | +851 | New |
| TD Private Client Wealth LLC | 873 | $196.3K | 0.01% | +4+0.5% | Added |
| Trust Point Inc. | 899 | $202.1K | 0.02% | +899 | New |
| E Fund Management Co., Ltd. | 919 | $206.6K | 0.01% | +919 | New |
| Fidelis Capital Partners, LLC | 921 | $207.1K | 0.03% | +921 | New |
| Flputnam Investment Management Co | 934 | $210.0K | 0.00% | +934 | New |
| Spears Abacus Advisors LLC | 935 | $210.2K | 0.00% | 00.0% | Unchanged |
| Rice Partnership, LLC | 935 | $210.2K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 936 | $210.4K | 0.00% | −140−13.0% | Reduced |
| Private Trust Co NA | 955 | $214.7K | 0.02% | −1−0.1% | Reduced |
| Center for Financial Planning, Inc. | 958 | $215.4K | 0.03% | +33+3.6% | Added |
| Savant Capital, LLC | 964 | $216.7K | 0.00% | +964 | New |
| Sigma Investment Counselors Inc | 975 | $219.2K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 980 | $220.3K | 0.02% | +26+2.7% | Added |
| Harbor Capital Advisors, Inc. | 990 | $223.0K | 0.03% | +990 | New |
| Asio Capital, LLC | 998 | $224.4K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,000 | $224.8K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $224.8K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,083 | $225.1K | 0.01% | +1,083 | New |
| Hancock Whitney Corp | 1,002 | $225.3K | 0.01% | −163−14.0% | Reduced |
| Park National Corp | 1,003 | $225.5K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,012 | $227.5K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,012 | $227.5K | 0.01% | −118−10.4% | Reduced |
| Stephenson National Bank & Trust | 1,017 | $228.6K | 0.08% | +344+51.1% | Added |
| Berry Wealth Group, LP | 1,020 | $229.2K | 0.19% | −463−31.2% | Reduced |
| Jump Financial, LLC | 1,020 | $229.3K | 0.01% | +1,020 | New |
| First Horizon Advisors, Inc. | 1,020 | $229.3K | 0.01% | +9+0.9% | Added |
| Oarsman Capital, Inc. | 1,039 | $233.6K | 0.06% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,050 | $236.1K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,059 | $238.0K | 0.05% | −19−1.8% | Reduced |
| SpiderRock Advisors, LLC | 1,051 | $241.7K | 0.01% | +1,051 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,076 | $241.9K | 0.01% | +1,047+3,610.3% | Added |
| Bailard, Inc. | 1,081 | $243.0K | 0.01% | +1,081 | New |
| Fisher Asset Management, LLC | 1,082 | $243.3K | 0.00% | −140−11.5% | Reduced |
| Logan Capital Management Inc | 1,088 | $244.6K | 0.01% | −15−1.4% | Reduced |
| Great Lakes Retirement, Inc. | 1,094 | $246.0K | 0.04% | −25−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,095 | $246.2K | 0.03% | +1,095 | New |
| Siemens Fonds Invest GmbH | 1,100 | $247.3K | 0.02% | −40−3.5% | Reduced |
| Forum Financial Management, LP | 1,104 | $248.2K | 0.00% | +5+0.5% | Added |
| Parallel Advisors, LLC | 1,105 | $248.5K | 0.01% | +14+1.3% | Added |
| Sage Private Wealth Group, LLC | 1,114 | $250.6K | 0.20% | +1,114 | New |
| Quadrant Capital Group LLC | 1,121 | $252.0K | 0.02% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,123 | $252.5K | 0.11% | +1,123 | New |
| Washington Trust Bank | 1,127 | $253.4K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,151 | $258.8K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 1,153 | $259.2K | 0.04% | −26−2.2% | Reduced |
| Hanson & Doremus Investment Management | 1,157 | $260.0K | 0.04% | 00.0% | Unchanged |
| Forte Capital LLC | 1,160 | $260.8K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,161 | $261.0K | 0.09% | +83+7.7% | Added |
| Granite Group Advisors, LLC | 1,176 | $264.4K | 0.18% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,200 | $269.8K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,202 | $270.0K | 0.02% | +1,202 | New |
| Naples Global Advisors, LLC | 1,209 | $271.8K | 0.03% | +109+9.9% | Added |
| Mutual Advisors, LLC | 1,236 | $277.9K | 0.01% | +120+10.8% | Added |
| Firethorn Wealth Partners, LLC | 1,243 | $279.5K | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,246 | $280.2K | 0.02% | −189−13.2% | Reduced |
| McDonald Partners LLC | 1,248 | $280.6K | 0.08% | 00.0% | Unchanged |
| Guardian Capital LP | 1,272 | $286.0K | 0.01% | −695−35.3% | Reduced |
| Private Advisor Group, LLC | 1,282 | $288.1K | 0.00% | −444−25.7% | Reduced |
| Lincoln National Corp | 1,288 | $289.6K | 0.00% | +188+17.1% | Added |
| Mesirow Financial Investment Management, Inc. | 1,289 | $289.8K | 0.01% | +68+5.6% | Added |
| Peterson Wealth Services | 1,299 | $292.1K | 0.11% | +17+1.3% | Added |