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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, Q3 2024

Institutional positions in STERIS plc as of Sep 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
758
+19 vs. Q2 2024
Shares held
93.7M
+7.98M (+9.3%) vs. Q2 2024
Total value
$22.4B
+$3.68B (+19.6%) vs. Q2 2024
New holders
77
248 more added
Sold out
58
307 more reduced

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 758 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 heldQ3 2024: $22.4B
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, Q3 2024

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q2 2024.

Institutions holding STE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth4$00.00%−2−33.3%Reduced
Chesapeake Asset Management LLC1$2420.00%+1New
WestEnd Advisors, LLC1$2430.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$3640.00%00.0%Unchanged
Continuum Advisory, LLC2$4420.00%+2New
NVWM, LLC2$4850.00%+1+100.0%Added
TFC Financial Management2$4860.00%00.0%Unchanged
Tradewinds Capital Management, LLC3$7280.00%00.0%Unchanged
West Paces Advisors Inc.3$7280.00%00.0%Unchanged
Glen Eagle Advisors, LLC3$7280.00%00.0%Unchanged
Riverview Trust Co3$7280.00%+3New
Grove Bank & Trust3$7280.00%+3New
Rosenberg Matthew Hamilton4$9700.00%00.0%Unchanged
CoreCap Advisors, LLC5$1.21K0.00%−67−93.1%Reduced
Prestige Wealth Management Group LLC5$1.21K0.00%00.0%Unchanged
True Wealth Design, LLC5$1.21K0.00%+1+25.0%Added
REAP Financial Group, LLC6$1.47K0.00%00.0%Unchanged
Albion Financial Group7$1.70K0.00%00.0%Unchanged
TD Capital Management LLC7$1.71K0.00%00.0%Unchanged
Financial Perspectives, Inc7$1.77K0.00%00.0%Unchanged
Penserra Capital Management LLC9$2.00K0.00%00.0%Unchanged
Naples Money Management LLC9$2.18K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC9$2.18K0.00%+9New
SJS Investment Consulting Inc.11$2.67K0.00%+1+10.0%Added
Raleigh Capital Management Inc.12$2.91K0.00%+7+140.0%Added
Financial Gravity Companies, Inc.12$2.91K0.00%+12New
St Germain D J Co Inc13$3.15K0.00%00.0%Unchanged
Sachetta, LLC14$3.40K0.00%00.0%Unchanged
South State Corp.16$3.88K0.00%00.0%Unchanged
Private Wealth Management Group, LLC16$3.88K0.00%00.0%Unchanged
CVA Family Office, LLC17$4.12K0.00%+1+6.3%Added
Cornerstone Planning Group LLC19$4.25K0.00%+2+11.8%Added
Raffa Wealth Management, LLC18$4.37K0.00%00.0%Unchanged
Annapolis Financial Services, LLC18$4.37K0.00%00.0%Unchanged
Dunhill Financial, LLC19$4.54K0.00%+10+111.1%Added
Solstein Capital, LLC19$4.61K0.00%00.0%Unchanged
Abound Wealth Management19$4.61K0.00%00.0%Unchanged
Proffitt & Goodson Inc19$4.61K0.00%+19New
Atlantic Edge Private Wealth Management, LLC20$4.85K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$5.09K0.00%+13+162.5%Added
Washington Trust Advisors, Inc.22$5.37K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC23$5.58K0.00%−1−4.2%Reduced
Mowery & Schoenfeld Wealth Management, LLC23$5.58K0.01%00.0%Unchanged
Zions Bancorporation, N.A.24$5.82K0.00%−10−29.4%Reduced
Delta Asset Management LLC25$6.06K0.00%00.0%Unchanged
Talon Private Wealth, LLC26$6.31K0.00%+26New
Crewe Advisors LLC26$6.31K0.00%−20−43.5%Reduced
Carolinas Wealth Consulting LLC27$6.55K0.00%00.0%Unchanged
Global Financial Private Client, LLC28$6.79K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC28$6.79K0.00%00.0%Unchanged
Hemington Wealth Management34$7.00K0.00%+34New
Cetera Trust Company, N.A30$7.28K0.00%00.0%Unchanged
Bell Investment Advisors, Inc31$7.52K0.00%−3−8.8%Reduced
Pacific Center for Financial Services32$7.76K0.00%00.0%Unchanged
Financial Management Professionals, Inc.33$8.00K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC36$8.73K0.01%00.0%Unchanged
Anchor Investment Management, LLC37$8.97K0.00%00.0%Unchanged
Webster Bank, N. A.39$9.46K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC40$9.70K0.00%+4+11.1%Added
Jaffetilchin Investment Partners, LLC42$10.2K0.00%+42New
Meeder Asset Management Inc43$10.4K0.00%+6+16.2%Added
MV Capital Management, Inc.43$10.4K0.00%−1−2.3%Reduced
Gables Capital Management Inc.50$12.1K0.01%+50New
Harbor Investment Advisory, LLC52$12.6K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$13.1K0.00%00.0%Unchanged
Fortitude Family Office, LLC54$13.1K0.01%+6+12.5%Added
Salem Investment Counselors Inc56$13.6K0.00%00.0%Unchanged
Silicon Valley Capital Partners58$14.0K0.00%00.0%Unchanged
DT Investment Partners, LLC58$14.1K0.00%00.0%Unchanged
Rise Advisors, LLC60$14.7K0.01%00.0%Unchanged
GoalVest Advisory LLC61$14.8K0.00%+61New
Eagle Bay Advisors LLC62$15.0K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC62$15.0K0.01%00.0%Unchanged
Chilton Capital Management LLC64$15.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc65$15.8K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC65$16.0K0.00%00.0%Unchanged
Manchester Capital Management LLC75$18.2K0.00%+1+1.4%Added
Skopos Labs, Inc.76$18.4K0.01%+76New
Baldwin Brothers Inc78$18.9K0.00%00.0%Unchanged
Centerpoint Advisors, LLC91$22.0K0.01%00.0%Unchanged
Anfield Capital Management, LLC91$22.1K0.01%00.0%Unchanged
AlphaMark Advisors, LLC100$24.0K0.01%00.0%Unchanged
Ashton Thomas Securities, LLC102$24.7K0.00%+102New
Millburn Ridgefield Corp105$25.5K0.00%−2−1.9%Reduced
Catalyst Capital Advisors LLC105$25.5K0.00%−2−1.9%Reduced
Dynamic Wealth Strategies, LLC110$27.0K0.02%00.0%Unchanged
First Personal Financial Services112$27.2K0.01%00.0%Unchanged
Rothschild Investment LLC113$27.4K0.00%+74+189.7%Added
Central Pacific Bank - Trust Division116$28.1K0.00%+116New
LRI Investments, LLC16,768$28.9K0.00%+16,713+30,387.3%Added
NBC Securities, Inc.126$30.0K0.00%−4−3.1%Reduced
Trust Co of Vermont126$30.6K0.00%+29+29.9%Added
Brown Brothers Harriman & Co132$32.0K0.00%−59−30.9%Reduced
HighMark Wealth Management LLC136$32.9K0.02%+1+0.7%Added
Park Place Capital Corp137$33.2K0.01%−292−68.1%Reduced
Spire Wealth Management139$33.7K0.00%−137−49.6%Reduced
J.Safra Asset Management Corp149$35.6K0.00%00.0%Unchanged
Quent Capital, LLC147$35.7K0.00%+13+9.7%Added
Pension & Wealth Management Advisors, Inc.151$36.6K0.02%+1+0.7%Added
Operose Advisors LLC153$37.1K0.01%00.0%Unchanged