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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1,522 | $336.4K | 0.00% | +14+0.9% | Added |
| Vident Advisory, LLC | 1,487 | $334.3K | 0.01% | −645−30.3% | Reduced |
| Azimuth Capital Investment Management LLC | 1,480 | $332.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,471 | $330.7K | 0.05% | +8+0.5% | Added |
| RSM US Wealth Management LLC | 1,465 | $329.4K | 0.01% | +8+0.5% | Added |
| iA Global Asset Management Inc. | 1,447 | $325.0K | 0.01% | +61+4.4% | Added |
| Bleakley Financial Group, LLC | 1,443 | $324.4K | 0.01% | −10−0.7% | Reduced |
| Simplicity Wealth,LLC | 1,443 | $324.4K | 0.01% | +1,443 | New |
| Simon Quick Advisors, LLC | 1,433 | $322.2K | 0.02% | +495+52.8% | Added |
| Wedbush Securities Inc | 1,413 | $318.0K | 0.01% | +1,413 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,405 | $315.9K | 0.01% | +310+28.3% | Added |
| Johnson Investment Counsel Inc | 1,397 | $314.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,388 | $312.1K | 0.01% | +12+0.9% | Added |
| Davenport & Co LLC | 1,385 | $311.4K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,383 | $310.9K | 0.01% | +196+16.5% | Added |
| Aigen Investment Management, LP | 1,372 | $308.5K | 0.07% | +1,372 | New |
| TD Waterhouse Canada Inc. | 1,424 | $308.3K | 0.00% | +81+6.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,368 | $307.6K | 0.00% | +1+0.1% | Added |
| D.A. Davidson & Co. | 1,359 | $305.5K | 0.00% | +121+9.8% | Added |
| Schonfeld Strategic Advisors LLC | 1,343 | $301.9K | 0.00% | +1,343 | New |
| NorthRock Partners, LLC | 1,328 | $298.6K | 0.01% | +3+0.2% | Added |
| Waldron Private Wealth LLC | 1,314 | $295.4K | 0.01% | −3−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,307 | $293.8K | 0.01% | −4−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 1,300 | $292.3K | 0.03% | −21−1.6% | Reduced |
| Teton Advisors, Inc. | 1,300 | $292.3K | 0.10% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,299 | $292.1K | 0.11% | +17+1.3% | Added |
| Mesirow Financial Investment Management, Inc. | 1,289 | $289.8K | 0.01% | +68+5.6% | Added |
| Lincoln National Corp | 1,288 | $289.6K | 0.00% | +188+17.1% | Added |
| Private Advisor Group, LLC | 1,282 | $288.1K | 0.00% | −444−25.7% | Reduced |
| Guardian Capital LP | 1,272 | $286.0K | 0.01% | −695−35.3% | Reduced |
| McDonald Partners LLC | 1,248 | $280.6K | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,246 | $280.2K | 0.02% | −189−13.2% | Reduced |
| Firethorn Wealth Partners, LLC | 1,243 | $279.5K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,236 | $277.9K | 0.01% | +120+10.8% | Added |
| Naples Global Advisors, LLC | 1,209 | $271.8K | 0.03% | +109+9.9% | Added |
| Symmetry Partners, LLC | 1,202 | $270.0K | 0.02% | +1,202 | New |
| Montag A & Associates Inc | 1,200 | $269.8K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 1,176 | $264.4K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,161 | $261.0K | 0.09% | +83+7.7% | Added |
| Forte Capital LLC | 1,160 | $260.8K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,157 | $260.0K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 1,153 | $259.2K | 0.04% | −26−2.2% | Reduced |
| Trust Asset Management LLC | 1,151 | $258.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 1,127 | $253.4K | 0.02% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,123 | $252.5K | 0.11% | +1,123 | New |
| Quadrant Capital Group LLC | 1,121 | $252.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,114 | $250.6K | 0.20% | +1,114 | New |
| Parallel Advisors, LLC | 1,105 | $248.5K | 0.01% | +14+1.3% | Added |
| Forum Financial Management, LP | 1,104 | $248.2K | 0.00% | +5+0.5% | Added |
| Siemens Fonds Invest GmbH | 1,100 | $247.3K | 0.02% | −40−3.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,095 | $246.2K | 0.03% | +1,095 | New |
| Great Lakes Retirement, Inc. | 1,094 | $246.0K | 0.04% | −25−2.2% | Reduced |
| Logan Capital Management Inc | 1,088 | $244.6K | 0.01% | −15−1.4% | Reduced |
| Fisher Asset Management, LLC | 1,082 | $243.3K | 0.00% | −140−11.5% | Reduced |
| Bailard, Inc. | 1,081 | $243.0K | 0.01% | +1,081 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,076 | $241.9K | 0.01% | +1,047+3,610.3% | Added |
| SpiderRock Advisors, LLC | 1,051 | $241.7K | 0.01% | +1,051 | New |
| Cigna Investments Inc | 1,059 | $238.0K | 0.05% | −19−1.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,050 | $236.1K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,039 | $233.6K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,020 | $229.3K | 0.01% | +9+0.9% | Added |
| Jump Financial, LLC | 1,020 | $229.3K | 0.01% | +1,020 | New |
| Berry Wealth Group, LP | 1,020 | $229.2K | 0.19% | −463−31.2% | Reduced |
| Stephenson National Bank & Trust | 1,017 | $228.6K | 0.08% | +344+51.1% | Added |
| InterOcean Capital Group, LLC | 1,012 | $227.5K | 0.01% | −118−10.4% | Reduced |
| FineMark National Bank & Trust | 1,012 | $227.5K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 1,003 | $225.5K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,002 | $225.3K | 0.01% | −163−14.0% | Reduced |
| Merit Financial Group, LLC | 1,083 | $225.1K | 0.01% | +1,083 | New |
| 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 |
| Asio Capital, LLC | 998 | $224.4K | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 990 | $223.0K | 0.03% | +990 | New |
| Meeder Advisory Services, Inc. | 980 | $220.3K | 0.02% | +26+2.7% | Added |
| Sigma Investment Counselors Inc | 975 | $219.2K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 964 | $216.7K | 0.00% | +964 | New |
| Center for Financial Planning, Inc. | 958 | $215.4K | 0.03% | +33+3.6% | Added |
| Private Trust Co NA | 955 | $214.7K | 0.02% | −1−0.1% | Reduced |
| HM Payson & Co | 936 | $210.4K | 0.00% | −140−13.0% | Reduced |
| Spears Abacus Advisors LLC | 935 | $210.2K | 0.00% | 00.0% | Unchanged |
| Rice Partnership, LLC | 935 | $210.2K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 934 | $210.0K | 0.00% | +934 | New |
| Fidelis Capital Partners, LLC | 921 | $207.1K | 0.03% | +921 | New |
| E Fund Management Co., Ltd. | 919 | $206.6K | 0.01% | +919 | New |
| Trust Point Inc. | 899 | $202.1K | 0.02% | +899 | New |
| TD Private Client Wealth LLC | 873 | $196.3K | 0.01% | +4+0.5% | Added |
| Walleye Capital LLC | 851 | $191.3K | 0.00% | +851 | New |
| SRS Capital Advisors, Inc. | 764 | $171.8K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 750 | $168.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 720 | $161.9K | 0.00% | +4+0.6% | Added |
| GAMMA Investing LLC | 701 | $157.6K | 0.03% | +199+39.6% | Added |
| Smithfield Trust Co | 700 | $157.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 709 | $155.9K | 0.00% | +709 | New |
| Proequities, Inc. | 624 | $140.3K | 0.01% | +12+2.0% | Added |
| Covestor Ltd | 609 | $137.0K | 0.09% | +537+745.8% | Added |
| Walleye Trading LLC | 603 | $135.6K | 0.00% | −2,090−77.6% | Reduced |
| Ramirez Asset Management, Inc. | 594 | $133.5K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 589 | $132.4K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 579 | $130.2K | 0.00% | +48+9.0% | Added |
| State of Wyoming | 575 | $129.3K | 0.02% | +411+250.6% | Added |