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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,016 | $678.1K | 0.00% | +365+13.8% | Added |
| Suncoast Equity Management | 2,960 | $665.5K | 0.08% | +195+7.1% | Added |
| Semanteon Capital Management, LP | 2,946 | $662.3K | 0.42% | +2,946 | New |
| Stonebrook Private Inc. | 2,940 | $661.0K | 0.19% | +183+6.6% | Added |
| Quotient Wealth Partners, LLC | 2,893 | $650.5K | 0.02% | −1,048−26.6% | Reduced |
| Atria Wealth Solutions, Inc. | 2,891 | $649.9K | 0.01% | −82−2.8% | Reduced |
| Seascape Capital Management | 2,882 | $648.0K | 0.24% | −45−1.5% | Reduced |
| Ci Investments Inc. | 2,865 | $644.0K | 0.00% | +1,222+74.4% | Added |
| Resources Investment Advisors, LLC. | 2,864 | $643.9K | 0.01% | −320−10.1% | Reduced |
| Tritonpoint Wealth, LLC | 2,720 | $639.5K | 0.07% | −239−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,826 | $635.3K | 0.02% | −10,825−79.3% | Reduced |
| Veriti Management LLC | 2,821 | $634.3K | 0.05% | +146+5.5% | Added |
| PAX Financial Group, LLC | 2,795 | $628.4K | 0.13% | −180−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,787 | $626.6K | 0.03% | +245+9.6% | Added |
| Fifth Third Bancorp | 2,770 | $622.8K | 0.00% | −456−14.1% | Reduced |
| TrinityPoint Wealth, LLC | 2,767 | $622.2K | 0.10% | −20−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,761 | $620.8K | 0.19% | +88+3.3% | Added |
| WD Rutherford LLC | 2,740 | $616.0K | 0.32% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,735 | $615.0K | 0.09% | −90−3.2% | Reduced |
| Lakeridge Wealth Management LLC | 2,694 | $605.6K | 0.39% | +7+0.3% | Added |
| Advisors Asset Management, Inc. | 2,681 | $602.7K | 0.01% | +101+3.9% | Added |
| Compass Ion Advisors, LLC | 2,680 | $602.5K | 0.09% | −1,600−37.4% | Reduced |
| Squarepoint Ops LLC | 2,680 | $602.5K | 0.00% | +3+0.1% | Added |
| Portside Wealth Group, LLC | 2,655 | $596.9K | 0.11% | −4−0.2% | Reduced |
| Conestoga Capital Advisors, LLC | 2,654 | $596.7K | 0.01% | +15+0.6% | Added |
| Farther Finance Advisors, LLC | 2,676 | $591.6K | 0.04% | −3,211−54.5% | Reduced |
| Welch & Forbes LLC | 2,589 | $582.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,561 | $575.8K | 0.10% | +395+18.2% | Added |
| Fiduciary Family Office, LLC | 2,488 | $559.3K | 0.22% | −559−18.3% | Reduced |
| Swiss Life Asset Management Ltd | 2,428 | $545.9K | 0.01% | −3,251−57.2% | Reduced |
| SYSTM Wealth Solutions LLC | 2,428 | $545.8K | 0.07% | −186−7.1% | Reduced |
| Dakota Wealth Management | 2,388 | $536.9K | 0.01% | −222−8.5% | Reduced |
| Entropy Technologies, LP | 2,387 | $536.6K | 0.06% | −3,945−62.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,380 | $535.1K | 0.01% | −31−1.3% | Reduced |
| First Manhattan Co | 2,370 | $532.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,362 | $531.0K | 0.01% | −1,086−31.5% | Reduced |
| Ritholtz Wealth Management | 2,353 | $529.0K | 0.02% | −10−0.4% | Reduced |
| MAI Capital Management | 2,349 | $528.0K | 0.01% | −120−4.9% | Reduced |
| Allred Capital Management, LLC | 2,342 | $526.5K | 0.21% | +242+11.5% | Added |
| NEOS Investment Management LLC | 2,323 | $522.3K | 0.03% | +915+65.0% | Added |
| WR Wealth Planners, LLC | 2,220 | $499.1K | 0.16% | +9+0.4% | Added |
| Wealthfront Advisers LLC | 2,214 | $497.8K | 0.00% | +381+20.8% | Added |
| CWM, LLC | 2,206 | $496.0K | 0.00% | +174+8.6% | Added |
| Public Sector Pension Investment Board | 2,206 | $496.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,200 | $494.6K | 0.05% | −501−18.5% | Reduced |
| Kestra Advisory Services, LLC | 2,171 | $488.2K | 0.00% | +57+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 2,172 | $488.0K | 0.00% | +550+33.9% | Added |
| Vontobel Holding Ltd. | 2,169 | $487.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 2,162 | $486.1K | 0.01% | −485−18.3% | Reduced |
| Principal Securities, Inc. | 2,149 | $483.1K | 0.02% | −108−4.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,144 | $482.1K | 0.02% | +135+6.7% | Added |
| Level Four Advisory Services, LLC | 2,169 | $476.9K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,121 | $476.8K | 0.09% | −125−5.6% | Reduced |
| Mirabella Financial Services LLP | 2,116 | $475.7K | 0.03% | +2,116 | New |
| Dana Investment Advisors, Inc. | 2,107 | $473.6K | 0.02% | +250+13.5% | Added |
| 9258 Wealth Management, LLC | 2,098 | $471.7K | 0.07% | +58+2.8% | Added |
| OneAscent Wealth Management LLC | 2,068 | $465.0K | 0.18% | +16+0.8% | Added |
| Glenview Trust Co | 2,052 | $461.3K | 0.01% | +59+3.0% | Added |
| Pitcairn Co | 2,030 | $456.4K | 0.03% | +39+2.0% | Added |
| Vestcor Inc | 1,993 | $448.0K | 0.02% | −17−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,970 | $442.9K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 1,970 | $442.9K | 0.02% | +969+96.8% | Added |
| Phillips Wealth Planners LLC | 2,216 | $441.0K | 0.51% | +134+6.4% | Added |
| Wetherby Asset Management Inc | 1,954 | $439.3K | 0.02% | −144−6.9% | Reduced |
| Wahed Invest LLC | 1,930 | $433.9K | 0.10% | +240+14.2% | Added |
| National Asset Management, Inc. | 1,972 | $432.8K | 0.01% | +209+11.9% | Added |
| Intech Investment Management LLC | 1,902 | $427.6K | 0.01% | −3,784−66.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,896 | $426.3K | 0.00% | −8−0.4% | Reduced |
| Waterloo Capital, L.P. | 1,857 | $417.4K | 0.05% | +790+74.0% | Added |
| Beaumont Financial Advisors, LLC | 1,849 | $415.7K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,826 | $410.5K | 0.01% | +1,641+887.0% | Added |
| Tiaa Trust, National Association | 1,798 | $404.2K | 0.00% | +242+15.6% | Added |
| Lake Street Advisors Group, LLC | 1,796 | $403.7K | 0.02% | −30−1.6% | Reduced |
| Moody Aldrich Partners LLC | 1,788 | $402.0K | 0.07% | −8−0.4% | Reduced |
| MTM Investment Management, LLC | 1,778 | $399.7K | 0.16% | −68−3.7% | Reduced |
| Courier Capital LLC | 1,774 | $398.8K | 0.03% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,744 | $392.1K | 0.03% | 00.0% | Unchanged |
| American Trust | 1,729 | $388.7K | 0.04% | −37−2.1% | Reduced |
| Empowered Funds, LLC | 1,729 | $388.7K | 0.01% | +592+52.1% | Added |
| Huntington National Bank | 1,710 | $384.3K | 0.00% | +37+2.2% | Added |
| Integrated Wealth Concepts LLC | 1,705 | $383.2K | 0.01% | +6+0.4% | Added |
| Wellington Shields & Co., LLC | 1,700 | $382.2K | 0.13% | +350+25.9% | Added |
| Ancora Advisors, LLC | 1,699 | $382.0K | 0.01% | 00.0% | Unchanged |
| Shearwater Capital LLC | 1,694 | $380.9K | 0.28% | 00.0% | Unchanged |
| Central Trust Co | 1,635 | $367.6K | 0.01% | −501−23.5% | Reduced |
| Financial Advocates Investment Management | 1,613 | $362.6K | 0.02% | −22−1.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,610 | $362.0K | 0.10% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,595 | $358.6K | 0.04% | −88−5.2% | Reduced |
| Revisor Wealth Management LLC | 1,600 | $355.7K | 0.16% | +1,600 | New |
| Hoxton Planning & Management, LLC | 1,582 | $355.7K | 0.17% | −15−0.9% | Reduced |
| OneAscent Financial Services LLC | 1,575 | $354.0K | 0.04% | +90+6.1% | Added |
| Lido Advisors, LLC | 1,565 | $351.9K | 0.00% | +84+5.7% | Added |
| Investment Management Corp of Ontario | 1,565 | $351.8K | 0.01% | −700−30.9% | Reduced |
| Profund Advisors LLC | 1,564 | $351.6K | 0.01% | −19−1.2% | Reduced |
| Advisor OS, LLC | 1,556 | $349.8K | 0.04% | +66+4.4% | Added |
| Alta Capital Management LLC | 1,535 | $345.1K | 0.02% | −360−19.0% | Reduced |
| Suvretta Capital Management, LLC | 1,530 | $344.0K | 0.01% | +1,530 | New |
| Confluence Wealth Services, Inc. | 1,509 | $339.2K | 0.03% | +198+15.1% | Added |
| Hummer Financial Advisory Services Inc | 1,500 | $337.2K | 0.28% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,499 | $337.0K | 0.01% | +135+9.9% | Added |