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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 6,146 | $1.38M | 0.13% | −4,641−43.0% | Reduced |
| Cullen Investment Group, Ltd. | 6,519 | $1.41M | 0.22% | +373+6.1% | Added |
| Daymark Wealth Partners, LLC | 6,278 | $1.41M | 0.08% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 7,061 | $1.42M | 1.20% | +3,484+97.4% | Added |
| Crossmark Global Holdings, Inc. | 6,351 | $1.43M | 0.03% | +30.0% | Added |
| Maxwell Wealth Strategies Inc. | 6,429 | $1.44M | 0.73% | +5,250+445.3% | Added |
| Mission Creek Capital Partners, Inc. | 6,456 | $1.45M | 0.38% | −987−13.3% | Reduced |
| Nordea Investment Management AB | 6,570 | $1.48M | 0.00% | +269+4.3% | Added |
| Pacer Advisors, Inc. | 6,669 | $1.50M | 0.00% | +179+2.8% | Added |
| Maryland State Retirement & Pension System | 7,572 | $1.51M | 0.03% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 6,779 | $1.52M | 0.14% | +3,817+128.9% | Added |
| Prelude Capital Management, LLC | 6,837 | $1.54M | 0.11% | +4,161+155.5% | Added |
| Edgestream Partners, L.P. | 6,844 | $1.54M | 0.08% | +6,844 | New |
| Concurrent Investment Advisors, LLC | 6,950 | $1.56M | 0.06% | −2,257−24.5% | Reduced |
| Fortune Financial Advisors, LLC | 7,149 | $1.61M | 1.02% | −82−1.1% | Reduced |
| Colony Group, LLC | 7,161 | $1.61M | 0.01% | +1,677+30.6% | Added |
| Ostrum Asset Management | 7,202 | $1.62M | 0.13% | +1,770+32.6% | Added |
| Snowden Capital Advisors LLC | 7,281 | $1.64M | 0.05% | −656−8.3% | Reduced |
| Bahl & Gaynor Inc | 7,334 | $1.65M | 0.01% | −350−4.6% | Reduced |
| Kentucky Retirement Systems | 7,504 | $1.69M | 0.05% | −401−5.1% | Reduced |
| Schroder Investment Management Group | 7,513 | $1.69M | 0.00% | −627−7.7% | Reduced |
| Harrell Investment Partners, LLC | 7,552 | $1.70M | 0.50% | −682−8.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,621 | $1.71M | 0.01% | +234+3.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,685 | $1.73M | 0.72% | +373+5.1% | Added |
| Janney Montgomery Scott LLC | 7,741 | $1.74M | 0.01% | −242−3.0% | Reduced |
| Southeast Asset Advisors Inc. | 7,877 | $1.77M | 0.21% | +2,508+46.7% | Added |
| WealthShield Partners, LLC | 7,972 | $1.79M | 0.29% | +401+5.3% | Added |
| Teachers Retirement System of the State of Kentucky | 8,105 | $1.82M | 0.02% | −415−4.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,454 | $1.90M | 0.04% | −3,194−27.4% | Reduced |
| Quantinno Capital Management LP | 8,541 | $1.92M | 0.04% | +1,329+18.4% | Added |
| Creative Planning | 9,142 | $2.06M | 0.00% | +275+3.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,150 | $2.06M | 0.03% | +58+0.6% | Added |
| Inceptionr LLC | 9,163 | $2.06M | 0.53% | +9,163 | New |
| Atria Investments LLC | 9,322 | $2.10M | 0.03% | +493+5.6% | Added |
| Penobscot Investment Management Company, Inc. | 9,517 | $2.14M | 0.23% | +2,060+27.6% | Added |
| Raymond James Trust N.A. | 9,606 | $2.16M | 0.05% | +343+3.7% | Added |
| Glenmede Trust Co NA | 9,669 | $2.17M | 0.01% | −58−0.6% | Reduced |
| Strengthening Families & Communities, LLC | 9,741 | $2.19M | 1.30% | +459+4.9% | Added |
| Executive Wealth Management, LLC | 9,955 | $2.20M | 0.19% | +629+6.7% | Added |
| Neuberger Berman Group LLC | 9,863 | $2.22M | 0.00% | −12,597−56.1% | Reduced |
| CIBC World Markets Corp | 9,887 | $2.22M | 0.01% | −2,836−22.3% | Reduced |
| Colonial Trust Co | 10,073 | $2.26M | 0.42% | +320+3.3% | Added |
| Rafferty Asset Management, LLC | 10,189 | $2.29M | 0.01% | +135+1.3% | Added |
| KBC Group NV | 10,209 | $2.29M | 0.01% | −1,066−9.5% | Reduced |
| Teacher Retirement System of Texas | 10,220 | $2.30M | 0.01% | −27,404−72.8% | Reduced |
| Captrust Financial Advisors | 10,296 | $2.31M | 0.01% | −2,997−22.5% | Reduced |
| Mariner, LLC | 10,497 | $2.36M | 0.00% | +300+2.9% | Added |
| Clearstead Advisors, LLC | 10,240 | $2.38M | 0.12% | −1,542−13.1% | Reduced |
| State of Alaska, Department of Revenue | 10,720 | $2.41M | 0.03% | +50+0.5% | Added |
| Assetmark, Inc | 10,747 | $2.42M | 0.01% | +713+7.1% | Added |
| Advisor Group Holdings, Inc. | 10,914 | $2.45M | 0.01% | −24,839−69.5% | Reduced |
| Consolidated Planning Corp | 11,103 | $2.50M | 0.43% | +1,833+19.8% | Added |
| Nissay Asset Management Corp | 11,279 | $2.54M | 0.02% | +215+1.9% | Added |
| Stephens Inc | 11,600 | $2.61M | 0.04% | −32−0.3% | Reduced |
| Allianz Asset Management GmbH | 11,646 | $2.62M | 0.00% | +83+0.7% | Added |
| Kabouter Management, LLC | 11,650 | $2.62M | 11.06% | −2,913−20.0% | Reduced |
| AQR Capital Management LLC | 11,696 | $2.63M | 0.00% | −567−4.6% | Reduced |
| Panagora Asset Management Inc | 11,697 | $2.63M | 0.01% | +22+0.2% | Added |
| Sit Investment Associates Inc | 11,825 | $2.66M | 0.06% | −130−1.1% | Reduced |
| Daiwa Securities Group Inc. | 11,878 | $2.67M | 0.02% | +806+7.3% | Added |
| Oppenheimer Asset Management Inc. | 11,890 | $2.67M | 0.04% | −183−1.5% | Reduced |
| Meridian Wealth Advisors, LLC | 11,942 | $2.68M | 0.50% | +654+5.8% | Added |
| Coldstream Capital Management Inc | 12,188 | $2.74M | 0.07% | +964+8.6% | Added |
| Dividend Assets Capital, LLC | 12,238 | $2.75M | 0.58% | −125−1.0% | Reduced |
| Bank of Nova Scotia | 12,248 | $2.75M | 0.01% | −14−0.1% | Reduced |
| Cetera Investment Advisers | 12,330 | $2.77M | 0.01% | +8,417+215.1% | Added |
| Allspring Global Investments Holdings, LLC | 12,436 | $2.80M | 0.00% | +529+4.4% | Added |
| Toroso Investments, LLC | 12,484 | $2.81M | 0.05% | +6,565+110.9% | Added |
| Fruth Investment Management | 12,650 | $2.84M | 0.73% | 00.0% | Unchanged |
| AXA S.A. | 12,654 | $2.84M | 0.01% | +461+3.8% | Added |
| Mount Yale Investment Advisors, LLC | 12,905 | $2.90M | 0.22% | −752−5.5% | Reduced |
| Mutual of America Capital Management LLC | 12,984 | $2.92M | 0.03% | −267−2.0% | Reduced |
| Equitable Trust Co | 12,990 | $2.92M | 0.20% | +107+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,000 | $2.92M | 0.07% | +5,000+62.5% | Added |
| Assenagon Asset Management S.A. | 13,032 | $2.93M | 0.01% | −611−4.5% | Reduced |
| CWM Advisors, LLC | 13,140 | $2.95M | 0.30% | +13,140 | New |
| Silvercrest Asset Management Group LLC | 13,157 | $2.96M | 0.02% | −1,892−12.6% | Reduced |
| American Century Companies Inc | 13,210 | $2.97M | 0.00% | +2,191+19.9% | Added |
| Princeton Global Asset Management LLC | 13,356 | $3.00M | 0.71% | −786−5.6% | Reduced |
| Xponance, Inc. | 13,403 | $3.01M | 0.03% | +756+6.0% | Added |
| Nisa Investment Advisors, LLC | 13,433 | $3.02M | 0.02% | +37+0.3% | Added |
| Gotham Asset Management, LLC | 13,440 | $3.02M | 0.05% | +6,052+81.9% | Added |
| First Hawaiian Bank | 13,857 | $3.12M | 0.10% | +50+0.4% | Added |
| CIBC Asset Management Inc | 13,964 | $3.14M | 0.01% | +424+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 14,164 | $3.18M | 0.04% | +413+3.0% | Added |
| HighTower Advisors, LLC | 14,289 | $3.21M | 0.01% | −944−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 14,332 | $3.22M | 0.05% | +532+3.9% | Added |
| Mackenzie Financial Corp | 14,438 | $3.25M | 0.00% | +4,925+51.8% | Added |
| Van Eck Associates Corp | 14,471 | $3.25M | 0.00% | +2,065+16.6% | Added |
| Achmea Investment Management B.V. | 14,702 | $3.31M | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,931 | $3.36M | 0.03% | −519−3.4% | Reduced |
| Yousif Capital Management, LLC | 14,985 | $3.37M | 0.04% | −298−1.9% | Reduced |
| DnB Asset Management AS | 15,007 | $3.37M | 0.02% | −722−4.6% | Reduced |
| MML Investors Services, LLC | 15,934 | $3.58M | 0.01% | +892+5.9% | Added |
| ProShare Advisors LLC | 16,400 | $3.69M | 0.01% | −363−2.2% | Reduced |
| Gulf International Bank (UK) Ltd | 16,647 | $3.74M | 0.09% | 00.0% | Unchanged |
| Synovus Financial Corp | 16,838 | $3.79M | 0.05% | +136+0.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 16,950 | $3.81M | 0.23% | +485+2.9% | Added |
| Utah Retirement Systems | 17,050 | $3.83M | 0.04% | −100−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 17,147 | $3.86M | 0.05% | −7,601−30.7% | Reduced |