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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
Global Retirement Partners, LLC570$128.2K0.00%+49+9.4%Added
Natixis Investment Managers International567$127.5K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.633$127.1K0.07%+21+3.4%Added
Sentry Investment Management LLC521$117.0K0.05%00.0%Unchanged
Key Financial Inc485$109.0K0.03%00.0%Unchanged
Venturi Wealth Management, LLC468$105.2K0.01%+22+4.9%Added
Park Place Capital Corp443$99.6K0.04%00.0%Unchanged
IFP Advisors, Inc439$98.7K0.00%+4+0.9%Added
Massmutual Trust Co FSB419$94.2K0.00%+25+6.3%Added
Alta Advisers Ltd400$89.9K0.04%00.0%Unchanged
Spire Wealth Management375$84.3K0.00%+172+84.7%Added
EverSource Wealth Advisors, LLC402$82.3K0.01%+57+16.5%Added
Asset Dedication, LLC338$77.0K0.01%00.0%Unchanged
Chilton Capital Management LLC327$73.5K0.00%−9−2.7%Reduced
Accordant Advisory Group Inc308$69.2K0.05%+308New
AdvisorNet Financial, Inc301$67.7K0.01%−10−3.2%Reduced
Denali Advisors LLC300$67.4K0.02%+300New
Harbour Investments, Inc.263$59.1K0.00%−20−7.1%Reduced
Larson Financial Group LLC255$57.4K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC253$56.9K0.02%+97+62.2%Added
NBC Securities, Inc.230$51.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust217$48.8K0.01%+19+9.6%Added
Pinnacle Financial Partners Inc200$45.0K0.00%00.0%Unchanged
Pingora Partners LLC168$37.8K0.03%00.0%Unchanged
Exchange Traded Concepts, LLC166$37.3K0.00%+166New
Headlands Technologies LLC160$36.0K0.01%+160New
Operose Advisors LLC153$34.4K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.150$33.8K0.02%00.0%Unchanged
Smartleaf Asset Management LLC145$32.7K0.01%+145New
Lindbrook Capital, LLC142$31.9K0.00%+26+22.4%Added
HighMark Wealth Management LLC135$30.3K0.02%00.0%Unchanged
Quent Capital, LLC134$30.1K0.00%+71+112.7%Added
J.Safra Asset Management Corp121$27.2K0.00%+53+77.9%Added
SJS Investment Consulting Inc.120$27.0K0.01%+110+1,100.0%Added
Millburn Ridgefield Corp117$26.3K0.00%−7−5.6%Reduced
Catalyst Capital Advisors LLC117$26.3K0.00%−7−5.6%Reduced
Mowery & Schoenfeld Wealth Management, LLC113$25.4K0.05%−4−3.4%Reduced
First Personal Financial Services112$25.2K0.01%+112New
Dynamic Wealth Strategies, LLC110$25.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC105$23.6K0.00%00.0%Unchanged
AlphaMark Advisors, LLC100$22.0K0.01%00.0%Unchanged
Trust Co of Vermont97$21.8K0.00%00.0%Unchanged
Kelly Financial Services LLC90$20.2K0.01%00.0%Unchanged
Centerpoint Advisors, LLC91$20.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co75$16.9K0.00%−12−13.8%Reduced
Baldwin Brothers Inc74$16.6K0.00%+1+1.4%Added
Farmers & Merchants Investments Inc65$14.6K0.00%00.0%Unchanged
Rothschild Investment LLC62$13.9K0.00%+5+8.8%Added
Eagle Bay Advisors LLC62$13.9K0.01%+43+226.3%Added
RFP Financial Group LLC61$13.7K0.01%00.0%Unchanged
Rise Advisors, LLC60$13.5K0.01%+60New
DT Investment Partners, LLC58$13.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners58$12.9K0.00%+1+1.8%Added
Bruce G. Allen Investments, LLC57$12.8K0.01%+28+96.6%Added
Salem Investment Counselors Inc56$12.6K0.00%+6+12.0%Added
Ronald Blue Trust, Inc.56$12.6K0.00%+21+60.0%Added
LRI Investments, LLC55$12.4K0.00%+55New
Sugarloaf Wealth Management, LLC54$12.1K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$11.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC48$10.8K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd43$10.0K0.00%+43New
Meeder Asset Management Inc40$8.99K0.00%+40New
MV Capital Management, Inc.38$8.54K0.00%00.0%Unchanged
Abound Wealth Management37$8.32K0.00%+18+94.7%Added
Anchor Investment Management, LLC37$8.32K0.00%+37New
JFS Wealth Advisors, LLC36$8.09K0.00%−1−2.7%Reduced
Redmont Wealth Advisors LLC36$8.09K0.01%+36New
ICA Group Wealth Management, LLC35$7.87K0.00%−35−50.0%Reduced
Bell Investment Advisors, Inc32$7.20K0.00%00.0%Unchanged
Pacific Center for Financial Services32$7.20K0.00%+32New
Financial Management Professionals, Inc.33$7.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC31$6.97K0.00%00.0%Unchanged
Cetera Trust Company, N.A30$6.75K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC28$6.29K0.00%00.0%Unchanged
Global Financial Private Client, LLC28$6.19K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC27$6.07K0.00%+27New
Crewe Advisors LLC26$5.85K0.00%+26New
Zions Bancorporation, N.A.26$5.84K0.00%−1−3.7%Reduced
Delta Asset Management LLC25$5.62K0.00%00.0%Unchanged
Manchester Capital Management LLC23$5.17K0.00%+7+43.8%Added
Annis Gardner Whiting Capital Advisors, LLC23$5.17K0.00%+23New
Washington Trust Advisors, Inc.22$4.97K0.00%+8+57.1%Added
Atlantic Edge Private Wealth Management, LLC20$4.50K0.00%00.0%Unchanged
Piscataqua Savings Bank20$4.50K0.00%+20New
Solstein Capital, LLC19$4.27K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$4.05K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$4.05K0.00%00.0%Unchanged
Tyler-Stone Wealth Management17$3.82K0.00%00.0%Unchanged
Cornerstone Planning Group LLC17$3.53K0.00%00.0%Unchanged
CVA Family Office, LLC15$3.37K0.00%00.0%Unchanged
Valley National Advisers Inc15$3.00K0.00%00.0%Unchanged
St Germain D J Co Inc13$2.92K0.00%00.0%Unchanged
Sofos Investments, Inc.12$2.85K0.00%+10+500.0%Added
Beacon Capital Management, LLC12$2.70K0.00%00.0%Unchanged
Jones Financial Companies LLLP11$2.47K0.00%−14−56.0%Reduced
Raleigh Capital Management Inc.11$2.47K0.00%+7+175.0%Added
Naples Money Management LLC9$2.02K0.00%00.0%Unchanged
Penserra Capital Management LLC9$2.00K0.00%−451−98.0%Reduced
Versant Capital Management, Inc8$1.80K0.00%00.0%Unchanged
Geneos Wealth Management Inc.8$1.80K0.00%00.0%Unchanged