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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
Guggenheim Capital LLC3,016$678.1K0.00%+365+13.8%Added
Suncoast Equity Management2,960$665.5K0.08%+195+7.1%Added
Semanteon Capital Management, LP2,946$662.3K0.42%+2,946New
Stonebrook Private Inc.2,940$661.0K0.19%+183+6.6%Added
Quotient Wealth Partners, LLC2,893$650.5K0.02%−1,048−26.6%Reduced
Atria Wealth Solutions, Inc.2,891$649.9K0.01%−82−2.8%Reduced
Seascape Capital Management2,882$648.0K0.24%−45−1.5%Reduced
Ci Investments Inc.2,865$644.0K0.00%+1,222+74.4%Added
Resources Investment Advisors, LLC.2,864$643.9K0.01%−320−10.1%Reduced
Tritonpoint Wealth, LLC2,720$639.5K0.07%−239−8.1%Reduced
Tower Research Capital LLC (TRC)2,826$635.3K0.02%−10,825−79.3%Reduced
Veriti Management LLC2,821$634.3K0.05%+146+5.5%Added
PAX Financial Group, LLC2,795$628.4K0.13%−180−6.1%Reduced
Tokio Marine Asset Management Co Ltd2,787$626.6K0.03%+245+9.6%Added
Fifth Third Bancorp2,770$622.8K0.00%−456−14.1%Reduced
TrinityPoint Wealth, LLC2,767$622.2K0.10%−20−0.7%Reduced
Oak Harbor Wealth Partners, LLC2,761$620.8K0.19%+88+3.3%Added
WD Rutherford LLC2,740$616.0K0.32%00.0%Unchanged
FDx Advisors, Inc.2,735$615.0K0.09%−90−3.2%Reduced
Lakeridge Wealth Management LLC2,694$605.6K0.39%+7+0.3%Added
Advisors Asset Management, Inc.2,681$602.7K0.01%+101+3.9%Added
Compass Ion Advisors, LLC2,680$602.5K0.09%−1,600−37.4%Reduced
Squarepoint Ops LLC2,680$602.5K0.00%+3+0.1%Added
Portside Wealth Group, LLC2,655$596.9K0.11%−4−0.2%Reduced
Conestoga Capital Advisors, LLC2,654$596.7K0.01%+15+0.6%Added
Farther Finance Advisors, LLC2,676$591.6K0.04%−3,211−54.5%Reduced
Welch & Forbes LLC2,589$582.1K0.01%00.0%Unchanged
V-Square Quantitative Management LLC2,561$575.8K0.10%+395+18.2%Added
Fiduciary Family Office, LLC2,488$559.3K0.22%−559−18.3%Reduced
Swiss Life Asset Management Ltd2,428$545.9K0.01%−3,251−57.2%Reduced
SYSTM Wealth Solutions LLC2,428$545.8K0.07%−186−7.1%Reduced
Dakota Wealth Management2,388$536.9K0.01%−222−8.5%Reduced
Entropy Technologies, LP2,387$536.6K0.06%−3,945−62.3%Reduced
Kestra Private Wealth Services, LLC2,380$535.1K0.01%−31−1.3%Reduced
First Manhattan Co2,370$532.8K0.00%00.0%Unchanged
Signaturefd, LLC2,362$531.0K0.01%−1,086−31.5%Reduced
Ritholtz Wealth Management2,353$529.0K0.02%−10−0.4%Reduced
MAI Capital Management2,349$528.0K0.01%−120−4.9%Reduced
Allred Capital Management, LLC2,342$526.5K0.21%+242+11.5%Added
NEOS Investment Management LLC2,323$522.3K0.03%+915+65.0%Added
WR Wealth Planners, LLC2,220$499.1K0.16%+9+0.4%Added
Wealthfront Advisers LLC2,214$497.8K0.00%+381+20.8%Added
CWM, LLC2,206$496.0K0.00%+174+8.6%Added
Public Sector Pension Investment Board2,206$496.0K0.00%00.0%Unchanged
PDT Partners, LLC2,200$494.6K0.05%−501−18.5%Reduced
Kestra Advisory Services, LLC2,171$488.2K0.00%+57+2.7%Added
Arrowstreet Capital, Limited Partnership2,172$488.0K0.00%+550+33.9%Added
Vontobel Holding Ltd.2,169$487.6K0.00%00.0%Unchanged
Ossiam2,162$486.1K0.01%−485−18.3%Reduced
Principal Securities, Inc.2,149$483.1K0.02%−108−4.8%Reduced
Cary Street Partner Investment Advisory LLC2,144$482.1K0.02%+135+6.7%Added
Level Four Advisory Services, LLC2,169$476.9K0.03%00.0%Unchanged
Baker Tilly Wealth Management, LLC2,121$476.8K0.09%−125−5.6%Reduced
Mirabella Financial Services LLP2,116$475.7K0.03%+2,116New
Dana Investment Advisors, Inc.2,107$473.6K0.02%+250+13.5%Added
9258 Wealth Management, LLC2,098$471.7K0.07%+58+2.8%Added
OneAscent Wealth Management LLC2,068$465.0K0.18%+16+0.8%Added
Glenview Trust Co2,052$461.3K0.01%+59+3.0%Added
Pitcairn Co2,030$456.4K0.03%+39+2.0%Added
Vestcor Inc1,993$448.0K0.02%−17−0.8%Reduced
Kohmann Bosshard Financial Services, LLC1,970$442.9K0.06%00.0%Unchanged
Argent Trust Co1,970$442.9K0.02%+969+96.8%Added
Phillips Wealth Planners LLC2,216$441.0K0.51%+134+6.4%Added
Wetherby Asset Management Inc1,954$439.3K0.02%−144−6.9%Reduced
Wahed Invest LLC1,930$433.9K0.10%+240+14.2%Added
National Asset Management, Inc.1,972$432.8K0.01%+209+11.9%Added
Intech Investment Management LLC1,902$427.6K0.01%−3,784−66.5%Reduced
Northwestern Mutual Wealth Management Co1,896$426.3K0.00%−8−0.4%Reduced
Waterloo Capital, L.P.1,857$417.4K0.05%+790+74.0%Added
Beaumont Financial Advisors, LLC1,849$415.7K0.03%00.0%Unchanged
Capstone Investment Advisors, LLC1,826$410.5K0.01%+1,641+887.0%Added
Tiaa Trust, National Association1,798$404.2K0.00%+242+15.6%Added
Lake Street Advisors Group, LLC1,796$403.7K0.02%−30−1.6%Reduced
Moody Aldrich Partners LLC1,788$402.0K0.07%−8−0.4%Reduced
MTM Investment Management, LLC1,778$399.7K0.16%−68−3.7%Reduced
Courier Capital LLC1,774$398.8K0.03%00.0%Unchanged
GM Advisory Group, Inc.1,744$392.1K0.03%00.0%Unchanged
American Trust1,729$388.7K0.04%−37−2.1%Reduced
Empowered Funds, LLC1,729$388.7K0.01%+592+52.1%Added
Huntington National Bank1,710$384.3K0.00%+37+2.2%Added
Integrated Wealth Concepts LLC1,705$383.2K0.01%+6+0.4%Added
Wellington Shields & Co., LLC1,700$382.2K0.13%+350+25.9%Added
Ancora Advisors, LLC1,699$382.0K0.01%00.0%Unchanged
Shearwater Capital LLC1,694$380.9K0.28%00.0%Unchanged
Central Trust Co1,635$367.6K0.01%−501−23.5%Reduced
Financial Advocates Investment Management1,613$362.6K0.02%−22−1.3%Reduced
Shakespeare Wealth Management, Inc.1,610$362.0K0.10%00.0%Unchanged
West Coast Financial LLC1,595$358.6K0.04%−88−5.2%Reduced
Revisor Wealth Management LLC1,600$355.7K0.16%+1,600New
Hoxton Planning & Management, LLC1,582$355.7K0.17%−15−0.9%Reduced
OneAscent Financial Services LLC1,575$354.0K0.04%+90+6.1%Added
Lido Advisors, LLC1,565$351.9K0.00%+84+5.7%Added
Investment Management Corp of Ontario1,565$351.8K0.01%−700−30.9%Reduced
Profund Advisors LLC1,564$351.6K0.01%−19−1.2%Reduced
Advisor OS, LLC1,556$349.8K0.04%+66+4.4%Added
Alta Capital Management LLC1,535$345.1K0.02%−360−19.0%Reduced
Suvretta Capital Management, LLC1,530$344.0K0.01%+1,530New
Confluence Wealth Services, Inc.1,509$339.2K0.03%+198+15.1%Added
Hummer Financial Advisory Services Inc1,500$337.2K0.28%00.0%Unchanged
Fulton Bank, N.A.1,499$337.0K0.01%+135+9.9%Added