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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 2,306 | $506.3K | 0.01% | +480+26.3% | Added |
| MAI Capital Management | 2,323 | $509.9K | 0.01% | −26−1.1% | Reduced |
| Ritholtz Wealth Management | 2,334 | $512.4K | 0.02% | −19−0.8% | Reduced |
| Phillips Wealth Planners LLC | 2,401 | $517.2K | 0.55% | +185+8.3% | Added |
| First Manhattan Co | 2,370 | $520.3K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,381 | $522.7K | 0.02% | +212+9.8% | Added |
| OneAscent Financial Services LLC | 2,434 | $534.0K | 0.07% | +859+54.5% | Added |
| Atria Wealth Solutions, Inc. | 2,434 | $534.4K | 0.01% | −457−15.8% | Reduced |
| Guggenheim Capital LLC | 2,448 | $537.4K | 0.00% | −568−18.8% | Reduced |
| FDx Advisors, Inc. | 2,463 | $541.0K | 0.15% | −272−9.9% | Reduced |
| Magnolia Capital Advisors LLC | 2,480 | $544.6K | 0.30% | +2,480 | New |
| Fiduciary Family Office, LLC | 2,488 | $546.1K | 0.22% | 00.0% | Unchanged |
| Greenleaf Trust | 2,501 | $549.1K | 0.01% | −929−27.1% | Reduced |
| Frazier Financial Advisors, LLC | 2,525 | $554.3K | 0.44% | −568−18.4% | Reduced |
| Portside Wealth Group, LLC | 2,591 | $568.8K | 0.11% | −64−2.4% | Reduced |
| Johnson Investment Counsel Inc | 2,597 | $570.1K | 0.01% | +1,200+85.9% | Added |
| We Are One Seven, LLC | 2,606 | $572.1K | 0.03% | −531−16.9% | Reduced |
| Conestoga Capital Advisors, LLC | 2,631 | $577.6K | 0.01% | −23−0.9% | Reduced |
| V-Square Quantitative Management LLC | 2,631 | $577.6K | 0.09% | +70+2.7% | Added |
| Prime Capital Investment Advisors, LLC | 2,641 | $579.8K | 0.01% | −3,425−56.5% | Reduced |
| OneAscent Wealth Management LLC | 2,656 | $583.0K | 0.30% | +588+28.4% | Added |
| Squarepoint Ops LLC | 2,677 | $587.7K | 0.00% | −3−0.1% | Reduced |
| Financial Insights, Inc. | 2,680 | $588.4K | 0.16% | −626−18.9% | Reduced |
| Atom Investors LP | 2,696 | $591.9K | 0.06% | +2,696 | New |
| Lakeridge Wealth Management LLC | 2,699 | $592.6K | 0.36% | +5+0.2% | Added |
| Allred Capital Management, LLC | 2,710 | $595.0K | 0.23% | +368+15.7% | Added |
| Welch & Forbes LLC | 2,786 | $596.0K | 0.01% | +197+7.6% | Added |
| Compass Ion Advisors, LLC | 2,680 | $602.5K | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,769 | $607.9K | 0.01% | +88+3.3% | Added |
| PAX Financial Group, LLC | 2,773 | $608.8K | 0.12% | −22−0.8% | Reduced |
| Knollwood Investment Advisory, LLC | 2,774 | $609.0K | 0.07% | +2,774 | New |
| TrinityPoint Wealth, LLC | 2,787 | $611.8K | 0.10% | +20+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 2,787 | $611.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,791 | $613.0K | 0.00% | −74−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,823 | $619.8K | 0.05% | −360−11.3% | Reduced |
| Fifth Third Bancorp | 2,848 | $625.3K | 0.00% | +78+2.8% | Added |
| Oak Harbor Wealth Partners, LLC | 2,873 | $630.8K | 0.20% | +112+4.1% | Added |
| Gilliland Jeter Wealth Management LLC | 2,874 | $630.9K | 0.21% | −222−7.2% | Reduced |
| Seascape Capital Management | 2,873 | $631.0K | 0.24% | −9−0.3% | Reduced |
| Intrust Bank NA | 2,928 | $642.8K | 0.07% | −162−5.2% | Reduced |
| Apollon Wealth Management, LLC | 2,932 | $643.7K | 0.02% | −519−15.0% | Reduced |
| Everence Capital Management Inc | 3,150 | $644.0K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,946 | $646.8K | 0.02% | +1,459+98.1% | Added |
| WR Wealth Planners, LLC | 3,042 | $667.9K | 0.20% | +822+37.0% | Added |
| Suncoast Equity Management | 3,093 | $679.0K | 0.08% | +133+4.5% | Added |
| SkyView Investment Advisors, LLC | 3,102 | $681.0K | 0.12% | +30+1.0% | Added |
| XTX Topco Ltd | 3,119 | $684.7K | 0.06% | −757−19.5% | Reduced |
| Veriti Management LLC | 3,147 | $690.8K | 0.04% | +326+11.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,187 | $699.7K | 0.05% | −74−2.3% | Reduced |
| Stonebrook Private Inc. | 3,230 | $709.0K | 0.20% | +290+9.9% | Added |
| Aigen Investment Management, LP | 3,266 | $717.0K | 0.14% | +1,894+138.0% | Added |
| Fiduciary Trust Co | 3,270 | $717.9K | 0.01% | −15−0.5% | Reduced |
| NEOS Investment Management LLC | 3,319 | $728.7K | 0.03% | +996+42.9% | Added |
| Verition Fund Management LLC | 3,352 | $735.9K | 0.01% | +3,352 | New |
| Greenwood Capital Associates LLC | 3,364 | $738.5K | 0.10% | −218−6.1% | Reduced |
| Matisse Capital | 3,397 | $745.8K | 0.37% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,440 | $755.2K | 0.03% | −58−1.7% | Reduced |
| Westside Investment Management, Inc. | 3,510 | $770.6K | 0.18% | +128+3.8% | Added |
| Avantax Advisory Services, Inc. | 3,525 | $774.0K | 0.01% | +3,525 | New |
| Rodgers Brothers Inc. | 3,575 | $784.9K | 0.11% | +11+0.3% | Added |
| Mercer Global Advisors Inc | 3,569 | $786.2K | 0.00% | −43−1.2% | Reduced |
| Pearl River Capital, LLC | 3,585 | $787.1K | 0.12% | +3,585 | New |
| Bowman & Co S.C. | 3,600 | $792.0K | 0.46% | +253+7.6% | Added |
| Main Street Financial Solutions, LLC | 3,628 | $796.5K | 0.08% | +107+3.0% | Added |
| Blair William & Co | 3,647 | $800.7K | 0.00% | −1,059−22.5% | Reduced |
| Farther Finance Advisors, LLC | 3,703 | $809.3K | 0.04% | +1,027+38.4% | Added |
| Evercore Wealth Management, LLC | 3,696 | $811.4K | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 3,783 | $830.5K | 0.01% | +1,577+71.5% | Added |
| De Burlo Group Inc | 3,800 | $834.3K | 0.11% | −600−13.6% | Reduced |
| HighPoint Advisor Group LLC | 3,568 | $846.0K | 0.05% | −44−1.2% | Reduced |
| Harbor Capital Advisors, Inc. | 3,885 | $853.0K | 0.06% | +2,895+292.4% | Added |
| Riverwater Partners LLC | 3,983 | $874.4K | 0.65% | −63−1.6% | Reduced |
| Park Avenue Securities LLC | 4,045 | $888.0K | 0.01% | −89−2.2% | Reduced |
| Great Lakes Advisors, LLC | 4,100 | $900.1K | 0.01% | −355−8.0% | Reduced |
| Plato Investment Management Ltd | 4,112 | $902.7K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,120 | $904.5K | 0.00% | −8,912−68.4% | Reduced |
| Virtus ETF Advisers LLC | 4,133 | $907.4K | 0.44% | +636+18.2% | Added |
| Thrivent Financial for Lutherans | 4,170 | $915.0K | 0.00% | −42−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,255 | $934.2K | 0.14% | −45−1.0% | Reduced |
| Diversify Wealth Management, LLC | 3,918 | $934.3K | 0.12% | +3,918 | New |
| Alliance Wealth Advisors, LLC | 4,290 | $941.7K | 0.28% | +167+4.1% | Added |
| Ieq Capital, LLC | 4,330 | $950.5K | 0.01% | +310+7.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,362 | $957.6K | 0.05% | +4,362 | New |
| Strategic Wealth Designers | 4,392 | $959.8K | 0.12% | +4,392 | New |
| Mission Creek Capital Partners, Inc. | 4,377 | $960.9K | 0.24% | −2,079−32.2% | Reduced |
| Davy Global Fund Management Ltd | 4,483 | $984.2K | 0.11% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,497 | $987.1K | 0.01% | +2,069+85.2% | Added |
| Park Edge Advisors, LLC | 4,611 | $1.01M | 0.31% | +202+4.6% | Added |
| Boston Family Office LLC | 4,629 | $1.02M | 0.07% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 4,652 | $1.02M | 0.11% | +4,652 | New |
| Legacy Wealth Asset Management, LLC | 4,733 | $1.04M | 0.29% | +1,186+33.4% | Added |
| Connable Office Inc | 4,791 | $1.05M | 0.11% | −214−4.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,839 | $1.06M | 0.60% | −14−0.3% | Reduced |
| LRT Capital Management, LLC | 4,919 | $1.08M | 1.02% | +4,919 | New |
| Diversified Trust Co | 4,921 | $1.08M | 0.03% | −3−0.1% | Reduced |
| New Mexico Educational Retirement Board | 4,950 | $1.09M | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,990 | $1.10M | 0.01% | +2,126+74.2% | Added |
| Covenant Partners, LLC | 4,999 | $1.10M | 0.33% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 5,034 | $1.11M | 2.62% | −258−4.9% | Reduced |
| Illinois Municipal Retirement Fund | 5,070 | $1.11M | 0.02% | 00.0% | Unchanged |