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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
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,169$256.6K0.01%+93+8.6%Added
Bartlett & Co. Wealth Management LLC1,192$261.7K0.00%−176−12.9%Reduced
Granite Group Advisors, LLC1,195$262.4K0.20%+19+1.6%Added
Ronald Blue Trust, Inc.1,168$262.6K0.00%+1,112+1,985.7%Added
Montag A & Associates Inc1,200$263.4K0.01%00.0%Unchanged
Symmetry Partners, LLC1,202$264.0K0.01%00.0%Unchanged
Naples Global Advisors, LLC1,209$265.4K0.03%00.0%Unchanged
Firethorn Wealth Partners, LLC1,243$272.9K0.15%00.0%Unchanged
McDonald Partners LLC1,248$274.0K0.07%00.0%Unchanged
Dynamic Advisor Solutions LLC1,258$276.2K0.01%−49−3.7%Reduced
Alta Capital Management LLC1,263$277.3K0.02%−272−17.7%Reduced
Venturi Wealth Management, LLC1,263$277.3K0.02%+795+169.9%Added
TD Waterhouse Canada Inc.1,293$282.4K0.00%−131−9.2%Reduced
Clear Harbor Asset Management, LLC1,300$285.4K0.02%00.0%Unchanged
National Asset Management, Inc.1,314$288.4K0.01%−658−33.4%Reduced
Peterson Wealth Services1,321$290.0K0.10%+22+1.7%Added
Davenport & Co LLC1,324$290.7K0.00%−61−4.4%Reduced
Courier Capital LLC1,329$291.8K0.02%−445−25.1%Reduced
Wellington Shields & Co., LLC1,350$296.4K0.10%−350−20.6%Reduced
Quotient Wealth Partners, LLC1,362$299.0K0.01%−1,531−52.9%Reduced
Wedbush Securities Inc1,389$305.0K0.01%−24−1.7%Reduced
Horizon Investments, LLC1,403$308.0K0.01%+15+1.1%Added
Meiji Yasuda Asset Management Co Ltd.1,405$308.5K0.01%00.0%Unchanged
Lido Advisors, LLC1,424$312.7K0.00%−141−9.0%Reduced
Pinnacle Wealth Planning Services, Inc.1,426$313.1K0.04%−45−3.1%Reduced
Nomura Holdings Inc1,427$313.3K0.00%+1,427New
MQS Management LLC1,435$315.0K0.19%+1,435New
Mutual Advisors, LLC1,353$319.9K0.01%+117+9.5%Added
Central Trust Co1,462$321.0K0.01%−173−10.6%Reduced
Azimuth Capital Investment Management LLC1,480$324.9K0.01%00.0%Unchanged
Advisor OS, LLC1,488$326.7K0.04%−68−4.4%Reduced
Hummer Financial Advisory Services Inc1,500$329.3K0.28%00.0%Unchanged
Fulton Bank, N.A.1,509$331.3K0.01%+10+0.7%Added
Sage Private Wealth Group, LLC1,511$331.9K0.28%+397+35.6%Added
Confluence Wealth Services, Inc.1,519$333.5K0.03%+10+0.7%Added
CIBC Private Wealth Group, LLC1,521$334.4K0.00%−1−0.1%Reduced
Suvretta Capital Management, LLC1,530$335.9K0.01%00.0%Unchanged
Shakespeare Wealth Management, Inc.1,546$339.4K0.10%−64−4.0%Reduced
Simplicity Wealth,LLC1,546$339.4K0.01%+103+7.1%Added
Bleakley Financial Group, LLC1,546$339.4K0.01%+103+7.1%Added
Profund Advisors LLC1,555$341.4K0.01%−9−0.6%Reduced
NorthRock Partners, LLC1,561$342.7K0.01%+233+17.5%Added
Financial Advocates Investment Management1,563$343.1K0.02%−50−3.1%Reduced
Whittier Trust Co of Nevada Inc1,566$343.8K0.01%−22,334−93.4%Reduced
Hoxton Planning & Management, LLC1,578$346.4K0.16%−4−0.3%Reduced
West Coast Financial LLC1,595$350.2K0.04%00.0%Unchanged
Lake Street Advisors Group, LLC1,607$352.8K0.02%−189−10.5%Reduced
Private Advisor Group, LLC1,613$354.1K0.00%+331+25.8%Added
GenTrust, LLC1,626$357.0K0.02%+1,626New
American Trust1,658$364.0K0.03%−71−4.1%Reduced
Gallagher Fiduciary Advisors, LLC1,692$371.4K0.08%+309+22.3%Added
Shearwater Capital LLC1,694$372.0K0.27%00.0%Unchanged
Tiaa Trust, National Association1,704$374.1K0.00%−94−5.2%Reduced
Integrated Wealth Concepts LLC1,707$374.7K0.01%+2+0.1%Added
Insigneo Advisory Services, LLC1,591$378.6K0.04%+496+45.3%Added
Cynosure Management, LLC1,742$382.4K0.06%+1,742New
GM Advisory Group, Inc.1,755$385.3K0.02%+11+0.6%Added
MTM Investment Management, LLC1,778$390.3K0.16%00.0%Unchanged
Kestra Private Wealth Services, LLC1,786$392.1K0.01%−594−25.0%Reduced
Tritonpoint Wealth, LLC1,787$392.2K0.04%−933−34.3%Reduced
Moody Aldrich Partners LLC1,787$392.3K0.08%−1−0.1%Reduced
Ancora Advisors, LLC1,799$395.0K0.01%+100+5.9%Added
iA Global Asset Management Inc.1,829$402.0K0.01%+382+26.4%Added
Vontobel Holding Ltd.1,847$405.5K0.00%−322−14.8%Reduced
Beaumont Financial Advisors, LLC1,852$406.6K0.03%+3+0.2%Added
Sherbrooke Park Advisers LLC1,857$407.7K0.07%+1,857New
D.A. Davidson & Co.1,859$408.1K0.00%+500+36.8%Added
Prelude Capital Management, LLC1,867$409.9K0.03%−4,970−72.7%Reduced
Qtron Investments LLC1,873$411.2K0.06%+1,873New
Empowered Funds, LLC1,882$413.2K0.01%+153+8.8%Added
Walleye Capital LLC1,903$417.8K0.00%+1,052+123.6%Added
Brown Advisory Inc1,908$418.9K0.00%−3,797−66.6%Reduced
Waterloo Capital, L.P.1,916$420.6K0.05%+59+3.2%Added
Qube Research & Technologies Ltd1,923$422.2K0.00%−19,721−91.1%Reduced
Simon Quick Advisors, LLC1,940$426.0K0.03%+507+35.4%Added
Teza Capital Management LLC1,953$428.8K0.05%+1,953New
Kohmann Bosshard Financial Services, LLC1,970$432.5K0.06%00.0%Unchanged
Argent Trust Co1,984$435.6K0.02%+14+0.7%Added
Vestcor Inc1,993$438.0K0.01%00.0%Unchanged
Alpha Cubed Investments, LLC2,000$439.1K0.02%+2,000New
AXA S.A.2,028$445.2K0.00%−10,626−84.0%Reduced
Northwestern Mutual Wealth Management Co2,040$447.9K0.00%+144+7.6%Added
Wetherby Asset Management Inc2,043$448.5K0.02%+89+4.6%Added
Dana Investment Advisors, Inc.2,052$450.4K0.02%−55−2.6%Reduced
Glenview Trust Co2,052$450.5K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC2,069$454.2K0.11%+2,069New
Cary Street Partner Investment Advisory LLC2,072$455.0K0.02%−72−3.4%Reduced
Principal Securities, Inc.2,107$462.6K0.01%−42−2.0%Reduced
Pitcairn Co2,121$465.6K0.03%+91+4.5%Added
Diversify Advisory Services, LLC2,202$470.2K0.03%−1,883−46.1%Reduced
Wahed Invest LLC2,160$474.2K0.10%+230+11.9%Added
Wealthfront Advisers LLC2,164$475.1K0.00%−50−2.3%Reduced
Investment Management Corp of Ontario2,165$475.3K0.01%+600+38.3%Added
Kestra Advisory Services, LLC2,174$477.3K0.00%+3+0.1%Added
9258 Wealth Management, LLC2,238$491.3K0.08%+140+6.7%Added
Ossiam2,259$495.9K0.01%+97+4.5%Added
Dakota Wealth Management2,279$500.3K0.01%−109−4.6%Reduced
Two Sigma Advisers, LP2,290$502.7K0.00%+2,290New
CWM, LLC2,291$503.0K0.00%+85+3.9%Added
WD Rutherford LLC2,295$503.8K0.25%−445−16.2%Reduced