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Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in STERIS plc as of Jun 30, 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
747
+25 vs. Q1 2024
Shares held
95.1M
+299.1K (+0.3%) vs. Q1 2024
Total value
$20.8B
−$420.8M (−2.0%) vs. Q1 2024
New holders
68
289 more added
Sold out
43
270 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 747 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 heldQ2 2024: $20.8B
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, Q2 2024

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q1 2024.

Institutions holding STE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NVWM, LLC1$2200.00%−2−66.7%Reduced
WestEnd Advisors, LLC1$2200.00%−1−50.0%Reduced
Redwood Wealth Management Group, LLC1$2200.00%+1New
Cherry Tree Wealth Management, LLC2$3300.00%00.0%Unchanged
Sofos Investments, Inc.2$4390.00%−10−83.3%Reduced
JJJ Advisors Inc.2$4400.00%00.0%Unchanged
TFC Financial Management2$4400.00%+1+100.0%Added
Tradewinds Capital Management, LLC3$6590.00%00.0%Unchanged
West Paces Advisors Inc.3$6590.00%00.0%Unchanged
Glen Eagle Advisors, LLC3$6590.00%00.0%Unchanged
Unique Wealth Strategies, LLC3$6740.00%+3New
Rosenberg Matthew Hamilton4$8740.00%00.0%Unchanged
True Wealth Design, LLC4$8790.00%+1+33.3%Added
Valley National Advisers Inc7$1.00K0.00%−8−53.3%Reduced
Avion Wealth6$1.00K0.00%+2+50.0%Added
Raleigh Capital Management Inc.5$1.10K0.00%−6−54.5%Reduced
Prestige Wealth Management Group LLC5$1.10K0.00%00.0%Unchanged
Front Row Advisors LLC6$1.32K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC6$1.32K0.00%+6New
REAP Financial Group, LLC6$1.33K0.00%00.0%Unchanged
Albion Financial Group7$1.54K0.00%00.0%Unchanged
TD Capital Management LLC7$1.54K0.00%00.0%Unchanged
Financial Perspectives, Inc7$1.60K0.00%00.0%Unchanged
Geneos Wealth Management Inc.8$1.76K0.00%00.0%Unchanged
Naples Money Management LLC9$1.97K0.00%00.0%Unchanged
Dunhill Financial, LLC9$1.97K0.00%+2+28.6%Added
Hexagon Capital Partners LLC9$1.98K0.00%+9New
Penserra Capital Management LLC9$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$2.20K0.00%−110−91.7%Reduced
St Germain D J Co Inc13$2.85K0.00%00.0%Unchanged
Sachetta, LLC14$3.32K0.00%+8+133.3%Added
Private Wealth Management Group, LLC16$3.51K0.00%−15−48.4%Reduced
CVA Family Office, LLC16$3.51K0.00%+1+6.7%Added
South State Corp.16$3.51K0.00%+16New
Tyler-Stone Wealth Management17$3.73K0.00%00.0%Unchanged
Triad Wealth Partners, LLC17$3.73K0.00%+17New
Raffa Wealth Management, LLC18$3.95K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$3.95K0.00%00.0%Unchanged
Cornerstone Planning Group LLC17$4.13K0.00%00.0%Unchanged
Solstein Capital, LLC19$4.17K0.00%00.0%Unchanged
Pineridge Advisors LLC19$4.17K0.00%+19New
Abound Wealth Management19$4.17K0.00%−18−48.6%Reduced
Atlantic Edge Private Wealth Management, LLC20$4.39K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.22$4.86K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC23$5.05K0.01%−90−79.6%Reduced
Annis Gardner Whiting Capital Advisors, LLC24$5.27K0.00%+1+4.3%Added
Delta Asset Management LLC25$5.49K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC27$5.93K0.00%00.0%Unchanged
Global Financial Private Client, LLC28$6.15K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC28$6.15K0.00%00.0%Unchanged
Cetera Trust Company, N.A30$6.59K0.00%00.0%Unchanged
Financial Management Professionals, Inc.33$7.00K0.00%00.0%Unchanged
Pacific Center for Financial Services32$7.03K0.00%00.0%Unchanged
Zions Bancorporation, N.A.34$7.46K0.00%+8+30.8%Added
Bell Investment Advisors, Inc34$7.46K0.00%+2+6.3%Added
Redmont Wealth Advisors LLC36$7.90K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC36$7.90K0.00%00.0%Unchanged
Meeder Asset Management Inc37$8.12K0.00%−3−7.5%Reduced
Anchor Investment Management, LLC37$8.12K0.00%00.0%Unchanged
Rothschild Investment LLC39$8.56K0.00%−23−37.1%Reduced
Webster Bank, N. A.39$8.56K0.00%+39New
Ashton Thomas Private Wealth, LLC40$8.78K0.00%+40New
Beacon Capital Management, LLC41$9.00K0.00%+29+241.7%Added
MV Capital Management, Inc.44$9.66K0.00%+6+15.8%Added
Crewe Advisors LLC46$10.1K0.00%+20+76.9%Added
Fortitude Family Office, LLC48$10.5K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC52$11.4K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$11.9K0.00%00.0%Unchanged
LRI Investments, LLC55$12.1K0.00%00.0%Unchanged
Salem Investment Counselors Inc56$12.3K0.00%00.0%Unchanged
Silicon Valley Capital Partners58$12.7K0.00%00.0%Unchanged
DT Investment Partners, LLC58$12.7K0.00%00.0%Unchanged
Caitlin John, LLC59$13.0K0.01%+59New
Rise Advisors, LLC60$13.2K0.01%00.0%Unchanged
RFP Financial Group LLC61$13.4K0.00%00.0%Unchanged
Eagle Bay Advisors LLC62$13.6K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC62$13.6K0.01%+5+8.8%Added
Capital Advisors, Ltd. LLC65$14.0K0.00%+63+3,150.0%Added
Chilton Capital Management LLC64$14.1K0.00%−263−80.4%Reduced
Farmers & Merchants Investments Inc65$14.3K0.00%00.0%Unchanged
Family Firm, Inc.66$14.5K0.00%+66New
CoreCap Advisors, LLC72$15.8K0.00%+72New
Manchester Capital Management LLC74$16.2K0.00%+51+221.7%Added
Baldwin Brothers Inc78$17.1K0.00%+4+5.4%Added
Anfield Capital Management, LLC91$20.0K0.01%+91New
Centerpoint Advisors, LLC91$20.0K0.01%00.0%Unchanged
Trust Co of Vermont97$21.3K0.00%00.0%Unchanged
AlphaMark Advisors, LLC100$22.0K0.01%00.0%Unchanged
Kelly Financial Services LLC102$22.4K0.01%+12+13.3%Added
Sound Income Strategies, LLC105$23.1K0.00%00.0%Unchanged
Millburn Ridgefield Corp107$23.5K0.00%−10−8.5%Reduced
Catalyst Capital Advisors LLC107$23.5K0.00%−10−8.5%Reduced
Dynamic Wealth Strategies, LLC110$24.0K0.02%00.0%Unchanged
First Personal Financial Services112$24.6K0.01%00.0%Unchanged
NBC Securities, Inc.130$28.0K0.00%−100−43.5%Reduced
Quent Capital, LLC134$29.4K0.00%00.0%Unchanged
HighMark Wealth Management LLC135$29.7K0.02%00.0%Unchanged
Great Lakes Retirement, Inc.140$30.8K0.00%−954−87.2%Reduced
J.Safra Asset Management Corp149$32.7K0.00%+28+23.1%Added
Pension & Wealth Management Advisors, Inc.150$33.1K0.02%00.0%Unchanged