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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
Lake Street Advisors Group, LLC1,607$352.8K0.02%−189−10.5%Reduced
West Coast Financial LLC1,595$350.2K0.04%00.0%Unchanged
Hoxton Planning & Management, LLC1,578$346.4K0.16%−4−0.3%Reduced
Whittier Trust Co of Nevada Inc1,566$343.8K0.01%−22,334−93.4%Reduced
Financial Advocates Investment Management1,563$343.1K0.02%−50−3.1%Reduced
NorthRock Partners, LLC1,561$342.7K0.01%+233+17.5%Added
Profund Advisors LLC1,555$341.4K0.01%−9−0.6%Reduced
Simplicity Wealth,LLC1,546$339.4K0.01%+103+7.1%Added
Bleakley Financial Group, LLC1,546$339.4K0.01%+103+7.1%Added
Shakespeare Wealth Management, Inc.1,546$339.4K0.10%−64−4.0%Reduced
Suvretta Capital Management, LLC1,530$335.9K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC1,521$334.4K0.00%−1−0.1%Reduced
Confluence Wealth Services, Inc.1,519$333.5K0.03%+10+0.7%Added
Sage Private Wealth Group, LLC1,511$331.9K0.28%+397+35.6%Added
Fulton Bank, N.A.1,509$331.3K0.01%+10+0.7%Added
Hummer Financial Advisory Services Inc1,500$329.3K0.28%00.0%Unchanged
Advisor OS, LLC1,488$326.7K0.04%−68−4.4%Reduced
Azimuth Capital Investment Management LLC1,480$324.9K0.01%00.0%Unchanged
Central Trust Co1,462$321.0K0.01%−173−10.6%Reduced
Mutual Advisors, LLC1,353$319.9K0.01%+117+9.5%Added
MQS Management LLC1,435$315.0K0.19%+1,435New
Nomura Holdings Inc1,427$313.3K0.00%+1,427New
Pinnacle Wealth Planning Services, Inc.1,426$313.1K0.04%−45−3.1%Reduced
Lido Advisors, LLC1,424$312.7K0.00%−141−9.0%Reduced
Meiji Yasuda Asset Management Co Ltd.1,405$308.5K0.01%00.0%Unchanged
Horizon Investments, LLC1,403$308.0K0.01%+15+1.1%Added
Wedbush Securities Inc1,389$305.0K0.01%−24−1.7%Reduced
Quotient Wealth Partners, LLC1,362$299.0K0.01%−1,531−52.9%Reduced
Wellington Shields & Co., LLC1,350$296.4K0.10%−350−20.6%Reduced
Courier Capital LLC1,329$291.8K0.02%−445−25.1%Reduced
Davenport & Co LLC1,324$290.7K0.00%−61−4.4%Reduced
Peterson Wealth Services1,321$290.0K0.10%+22+1.7%Added
National Asset Management, Inc.1,314$288.4K0.01%−658−33.4%Reduced
Clear Harbor Asset Management, LLC1,300$285.4K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.1,293$282.4K0.00%−131−9.2%Reduced
Venturi Wealth Management, LLC1,263$277.3K0.02%+795+169.9%Added
Alta Capital Management LLC1,263$277.3K0.02%−272−17.7%Reduced
Dynamic Advisor Solutions LLC1,258$276.2K0.01%−49−3.7%Reduced
McDonald Partners LLC1,248$274.0K0.07%00.0%Unchanged
Firethorn Wealth Partners, LLC1,243$272.9K0.15%00.0%Unchanged
Naples Global Advisors, LLC1,209$265.4K0.03%00.0%Unchanged
Symmetry Partners, LLC1,202$264.0K0.01%00.0%Unchanged
Montag A & Associates Inc1,200$263.4K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.1,168$262.6K0.00%+1,112+1,985.7%Added
Granite Group Advisors, LLC1,195$262.4K0.20%+19+1.6%Added
Bartlett & Co. Wealth Management LLC1,192$261.7K0.00%−176−12.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,169$256.6K0.01%+93+8.6%Added
Meeder Advisory Services, Inc.1,166$256.0K0.02%+186+19.0%Added
Waldron Private Wealth LLC1,160$254.7K0.01%−154−11.7%Reduced
Forte Capital LLC1,160$254.7K0.03%00.0%Unchanged
Hanson & Doremus Investment Management1,157$254.0K0.04%00.0%Unchanged
Fisher Asset Management, LLC1,153$253.1K0.00%+71+6.6%Added
Trust Asset Management LLC1,151$252.7K0.02%00.0%Unchanged
Canandaigua National Bank & Trust Co1,150$252.5K0.03%−3−0.3%Reduced
Bailard, Inc.1,150$252.5K0.01%+69+6.4%Added
Berry Wealth Group, LP1,149$252.2K0.20%+129+12.6%Added
Washington Trust Bank1,127$247.4K0.02%00.0%Unchanged
Merit Financial Group, LLC1,122$246.3K0.01%+39+3.6%Added
Forum Financial Management, LP1,111$243.9K0.00%+7+0.6%Added
Parallel Advisors, LLC1,109$243.5K0.01%+4+0.4%Added
Opal Wealth Advisors, LLC1,107$243.0K0.08%−54−4.7%Reduced
Teton Advisors, Inc.1,100$241.5K0.10%−200−15.4%Reduced
Siemens Fonds Invest GmbH1,100$241.5K0.02%00.0%Unchanged
Quadrant Capital Group LLC1,097$240.8K0.02%−24−2.1%Reduced
Logan Capital Management Inc1,097$240.8K0.01%+9+0.8%Added
Mesirow Financial Investment Management, Inc.1,072$235.3K0.01%−217−16.8%Reduced
Cigna Investments Inc1,059$232.0K0.04%00.0%Unchanged
Wellington Shields Capital Management, LLC1,050$230.5K0.04%00.0%Unchanged
SpiderRock Advisors, LLC1,044$229.4K0.01%−7−0.7%Reduced
Dynasty Wealth Management, LLC1,041$228.6K0.01%+1,041New
Oarsman Capital, Inc.1,039$228.1K0.05%00.0%Unchanged
Acadian Asset Management LLC1,039$227.0K0.00%+1,039New
Global Retirement Partners, LLC1,030$226.2K0.01%+460+80.7%Added
Eqis Capital Management, Inc.1,028$225.7K0.02%−218−17.5%Reduced
Stephenson National Bank & Trust1,024$224.8K0.08%+7+0.7%Added
Private Trust Co NA1,015$222.8K0.02%+60+6.3%Added
FineMark National Bank & Trust1,012$222.2K0.01%00.0%Unchanged
Fidelis Capital Partners, LLC950$221.9K0.03%+29+3.1%Added
Intech Investment Management LLC1,010$221.7K0.00%−892−46.9%Reduced
GAMMA Investing LLC1,008$221.3K0.03%+307+43.8%Added
Hancock Whitney Corp1,003$220.2K0.01%+1+0.1%Added
NTV Asset Management LLC1,000$219.5K0.03%00.0%Unchanged
Paragon Capital Management Ltd1,000$219.5K0.04%00.0%Unchanged
Park National Corp998$219.1K0.01%−5−0.5%Reduced
Asio Capital, LLC998$219.1K0.04%00.0%Unchanged
First Horizon Advisors, Inc.985$216.3K0.01%−35−3.4%Reduced
Journey Strategic Wealth LLC977$214.5K0.01%+977New
Sigma Investment Counselors Inc975$214.1K0.01%00.0%Unchanged
Center for Financial Planning, Inc.967$212.3K0.03%+9+0.9%Added
Westpac Banking Corp956$209.9K0.02%+956New
Signaturefd, LLC948$208.1K0.00%−1,414−59.9%Reduced
E Fund Management Co., Ltd.939$206.1K0.01%+20+2.2%Added
HM Payson & Co936$205.5K0.00%00.0%Unchanged
Spears Abacus Advisors LLC935$205.3K0.00%00.0%Unchanged
Hengehold Capital Management LLC931$204.4K0.02%+931New
HB Wealth Management, LLC931$204.4K0.00%+931New
Ballentine Partners, LLC928$203.6K0.00%+928New
Checchi Capital Advisers, LLC926$203.3K0.02%+926New
Buckingham Strategic Partners916$201.1K0.01%+916New
TD Private Client Wealth LLC883$193.9K0.01%+10+1.1%Added