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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pingora Partners LLC | 168 | $40.7K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 180 | $43.7K | 0.00% | +1+0.6% | Added |
| GeoWealth Management, LLC | 190 | $46.1K | 0.00% | +190 | New |
| Versant Capital Management, Inc | 223 | $54.1K | 0.01% | +34+18.0% | Added |
| Parkside Financial Bank & Trust | 235 | $57.0K | 0.01% | −6−2.5% | Reduced |
| Mizuho Bank, Ltd. | 240 | $58.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 256 | $62.1K | 0.00% | −319−55.5% | Reduced |
| Larson Financial Group LLC | 272 | $66.0K | 0.00% | +17+6.7% | Added |
| Mascoma Wealth Management LLC | 275 | $66.7K | 0.02% | −5−1.8% | Reduced |
| Harbour Investments, Inc. | 275 | $66.7K | 0.00% | −3−1.1% | Reduced |
| Quarry LP | 277 | $67.2K | 0.02% | +277 | New |
| Cromwell Holdings LLC | 280 | $67.9K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 291 | $70.6K | 0.00% | +103+54.8% | Added |
| Golden State Equity Partners | 298 | $72.3K | 0.01% | +298 | New |
| Catalyst Funds Management Pty Ltd | 300 | $72.8K | 0.02% | +300 | New |
| Citadel Advisors LLC | 335 | $81.3K | 0.00% | −219,166−99.8% | Reduced |
| ORG Partners LLC | 346 | $83.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 365 | $89.0K | 0.06% | −453−55.4% | Reduced |
| Smartleaf Asset Management LLC | 378 | $90.4K | 0.01% | +155+69.5% | Added |
| Financial Network Wealth Advisors LLC | 399 | $96.8K | 0.08% | −216−35.1% | Reduced |
| Alta Advisers Ltd | 400 | $97.0K | 0.04% | 00.0% | Unchanged |
| Claris Advisors, LLC | 405 | $98.2K | 0.04% | +405 | New |
| VisionPoint Advisory Group, LLC | 423 | $102.6K | 0.03% | +137+47.9% | Added |
| IFP Advisors, Inc | 431 | $104.5K | 0.00% | −7−1.6% | Reduced |
| Sentry Investment Management LLC | 432 | $105.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 436 | $105.7K | 0.00% | +39+9.8% | Added |
| Plante Moran Financial Advisors, LLC | 455 | $110.4K | 0.01% | +455 | New |
| Massmutual Trust Co FSB | 456 | $110.6K | 0.00% | +19+4.3% | Added |
| Key Financial Inc | 485 | $117.6K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 567 | $137.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 594 | $144.1K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 596 | $144.6K | 0.01% | +323+118.3% | Added |
| Huntington National Bank | 599 | $145.1K | 0.00% | −261−30.3% | Reduced |
| Exchange Traded Concepts, LLC | 619 | $150.1K | 0.00% | +619 | New |
| Jones Financial Companies LLLP | 634 | $152.4K | 0.00% | +471+289.0% | Added |
| Allworth Financial LP | 651 | $158.0K | 0.00% | +22+3.5% | Added |
| Smithfield Trust Co | 700 | $170.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 741 | $179.7K | 0.01% | −215−22.5% | Reduced |
| Compagnie Lombard Odier SCmA | 750 | $181.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 787 | $190.9K | 0.01% | +204+35.0% | Added |
| Mather Group, LLC. | 795 | $192.8K | 0.00% | +32+4.2% | Added |
| SRS Capital Advisors, Inc. | 831 | $201.5K | 0.02% | +89+12.0% | Added |
| Axxcess Wealth Management, LLC | 839 | $203.5K | 0.01% | +839 | New |
| WSFS Capital Management, LLC | 840 | $203.7K | 0.01% | +840 | New |
| EP Wealth Advisors, LLC | 842 | $204.2K | 0.00% | +842 | New |
| Evergreen Capital Management LLC | 846 | $205.2K | 0.01% | +846 | New |
| Legacy Capital Wealth Partners, LLC | 848 | $205.7K | 0.04% | +848 | New |
| Ronald Blue Trust, Inc. | 941 | $206.6K | 0.00% | −227−19.4% | Reduced |
| Fidelis Capital Partners, LLC | 948 | $209.7K | 0.02% | −2−0.2% | Reduced |
| Summit Trail Advisors, LLC | 873 | $211.7K | 0.01% | +873 | New |
| Gillespie Robinson & Grimm Inc | 876 | $212.5K | 0.02% | +876 | New |
| Ballentine Partners, LLC | 879 | $213.1K | 0.00% | −49−5.3% | Reduced |
| David Loasby | 917 | $213.5K | 0.02% | +917 | New |
| Schonfeld Strategic Advisors LLC | 881 | $213.7K | 0.00% | +881 | New |
| Wedmont Private Capital | 946 | $213.8K | 0.01% | +946 | New |
| Fifth Third Wealth Advisors LLC | 885 | $214.6K | 0.01% | +885 | New |
| Claret Asset Management Corp | 889 | $216.0K | 0.04% | +889 | New |
| E Fund Management Co., Ltd. | 893 | $216.6K | 0.01% | −46−4.9% | Reduced |
| SPC Financial, Inc. | 895 | $217.1K | 0.02% | +895 | New |
| Hilltop Holdings Inc. | 898 | $217.8K | 0.01% | +898 | New |
| TD Private Client Wealth LLC | 902 | $218.8K | 0.01% | +19+2.2% | Added |
| Values First Advisors, Inc. | 902 | $218.9K | 0.12% | +902 | New |
| Flputnam Investment Management Co | 911 | $221.0K | 0.00% | +911 | New |
| Citizens Financial Group Inc | 921 | $223.4K | 0.00% | +921 | New |
| Journey Strategic Wealth LLC | 925 | $224.4K | 0.01% | −52−5.3% | Reduced |
| Spears Abacus Advisors LLC | 935 | $226.8K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 937 | $227.3K | 0.02% | +11+1.2% | Added |
| HM Payson & Co | 937 | $227.3K | 0.00% | +1+0.1% | Added |
| Eqis Capital Management, Inc. | 938 | $227.4K | 0.02% | −90−8.8% | Reduced |
| Buckingham Strategic Partners | 952 | $230.9K | 0.00% | +36+3.9% | Added |
| Beacon Capital Management, LLC | 953 | $231.1K | 0.03% | +912+2,224.4% | Added |
| Lakeview Capital Partners, LLC | 956 | $231.9K | 0.04% | +956 | New |
| First Horizon Advisors, Inc. | 956 | $231.9K | 0.01% | −29−2.9% | Reduced |
| QRG Capital Management, Inc. | 958 | $232.4K | 0.00% | +958 | New |
| Occudo Quantitative Strategies LP | 960 | $232.8K | 0.04% | +960 | New |
| Dempze Nancy E | 962 | $233.3K | 0.13% | +962 | New |
| State of Wyoming | 963 | $233.6K | 0.03% | +408+73.5% | Added |
| Center for Financial Planning, Inc. | 967 | $234.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 970 | $235.3K | 0.02% | −45−4.4% | Reduced |
| Parallel Advisors, LLC | 971 | $235.6K | 0.01% | −138−12.4% | Reduced |
| Private Advisor Group, LLC | 972 | $235.6K | 0.00% | −641−39.7% | Reduced |
| Sigma Investment Counselors Inc | 975 | $236.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 980 | $237.6K | 0.00% | +32+3.4% | Added |
| Stephenson National Bank & Trust | 989 | $239.9K | 0.08% | −35−3.4% | Reduced |
| Asio Capital, LLC | 998 | $242.1K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,000 | $242.5K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $242.5K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,003 | $243.3K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,005 | $243.8K | 0.01% | +1,005 | New |
| Cigna Investments Inc | 1,009 | $244.0K | 0.04% | −50−4.7% | Reduced |
| Intech Investment Management LLC | 1,010 | $245.0K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 1,010 | $245.0K | 0.01% | +12+1.2% | Added |
| HB Wealth Management, LLC | 1,022 | $247.9K | 0.00% | +91+9.8% | Added |
| Global Retirement Partners, LLC | 1,022 | $247.9K | 0.01% | −8−0.8% | Reduced |
| Quotient Wealth Partners, LLC | 1,030 | $249.8K | 0.01% | −332−24.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,036 | $251.3K | 0.01% | −133−11.4% | Reduced |
| Oarsman Capital, Inc. | 1,039 | $252.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,050 | $254.7K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,052 | $255.2K | 0.03% | +1,052 | New |
| Opal Wealth Advisors, LLC | 1,058 | $256.6K | 0.08% | −49−4.4% | Reduced |