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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 893 | $216.6K | 0.01% | −46−4.9% | Reduced |
| Claret Asset Management Corp | 889 | $216.0K | 0.04% | +889 | New |
| Fifth Third Wealth Advisors LLC | 885 | $214.6K | 0.01% | +885 | New |
| Wedmont Private Capital | 946 | $213.8K | 0.01% | +946 | New |
| Schonfeld Strategic Advisors LLC | 881 | $213.7K | 0.00% | +881 | New |
| David Loasby | 917 | $213.5K | 0.02% | +917 | New |
| Ballentine Partners, LLC | 879 | $213.1K | 0.00% | −49−5.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 876 | $212.5K | 0.02% | +876 | New |
| Summit Trail Advisors, LLC | 873 | $211.7K | 0.01% | +873 | New |
| Fidelis Capital Partners, LLC | 948 | $209.7K | 0.02% | −2−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 941 | $206.6K | 0.00% | −227−19.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 848 | $205.7K | 0.04% | +848 | New |
| Evergreen Capital Management LLC | 846 | $205.2K | 0.01% | +846 | New |
| EP Wealth Advisors, LLC | 842 | $204.2K | 0.00% | +842 | New |
| WSFS Capital Management, LLC | 840 | $203.7K | 0.01% | +840 | New |
| Axxcess Wealth Management, LLC | 839 | $203.5K | 0.01% | +839 | New |
| SRS Capital Advisors, Inc. | 831 | $201.5K | 0.02% | +89+12.0% | Added |
| Mather Group, LLC. | 795 | $192.8K | 0.00% | +32+4.2% | Added |
| EverSource Wealth Advisors, LLC | 787 | $190.9K | 0.01% | +204+35.0% | Added |
| Compagnie Lombard Odier SCmA | 750 | $181.9K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 741 | $179.7K | 0.01% | −215−22.5% | Reduced |
| Smithfield Trust Co | 700 | $170.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 651 | $158.0K | 0.00% | +22+3.5% | Added |
| Jones Financial Companies LLLP | 634 | $152.4K | 0.00% | +471+289.0% | Added |
| Exchange Traded Concepts, LLC | 619 | $150.1K | 0.00% | +619 | New |
| Huntington National Bank | 599 | $145.1K | 0.00% | −261−30.3% | Reduced |
| AdvisorNet Financial, Inc | 596 | $144.6K | 0.01% | +323+118.3% | Added |
| Ramirez Asset Management, Inc. | 594 | $144.1K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 567 | $137.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 485 | $117.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 456 | $110.6K | 0.00% | +19+4.3% | Added |
| Plante Moran Financial Advisors, LLC | 455 | $110.4K | 0.01% | +455 | New |
| Umb Bank N A | 436 | $105.7K | 0.00% | +39+9.8% | Added |
| Sentry Investment Management LLC | 432 | $105.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 431 | $104.5K | 0.00% | −7−1.6% | Reduced |
| VisionPoint Advisory Group, LLC | 423 | $102.6K | 0.03% | +137+47.9% | Added |
| Claris Advisors, LLC | 405 | $98.2K | 0.04% | +405 | New |
| Alta Advisers Ltd | 400 | $97.0K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 399 | $96.8K | 0.08% | −216−35.1% | Reduced |
| Smartleaf Asset Management LLC | 378 | $90.4K | 0.01% | +155+69.5% | Added |
| Covestor Ltd | 365 | $89.0K | 0.06% | −453−55.4% | Reduced |
| ORG Partners LLC | 346 | $83.9K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 335 | $81.3K | 0.00% | −219,166−99.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 300 | $72.8K | 0.02% | +300 | New |
| Golden State Equity Partners | 298 | $72.3K | 0.01% | +298 | New |
| Asset Dedication, LLC | 291 | $70.6K | 0.00% | +103+54.8% | Added |
| Cromwell Holdings LLC | 280 | $67.9K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 277 | $67.2K | 0.02% | +277 | New |
| Harbour Investments, Inc. | 275 | $66.7K | 0.00% | −3−1.1% | Reduced |
| Mascoma Wealth Management LLC | 275 | $66.7K | 0.02% | −5−1.8% | Reduced |
| Larson Financial Group LLC | 272 | $66.0K | 0.00% | +17+6.7% | Added |
| Proequities, Inc. | 256 | $62.1K | 0.00% | −319−55.5% | Reduced |
| Mizuho Bank, Ltd. | 240 | $58.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 235 | $57.0K | 0.01% | −6−2.5% | Reduced |
| Versant Capital Management, Inc | 223 | $54.1K | 0.01% | +34+18.0% | Added |
| GeoWealth Management, LLC | 190 | $46.1K | 0.00% | +190 | New |
| Lindbrook Capital, LLC | 180 | $43.7K | 0.00% | +1+0.6% | Added |
| Pingora Partners LLC | 168 | $40.7K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 153 | $37.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 151 | $36.6K | 0.02% | +1+0.7% | Added |
| Quent Capital, LLC | 147 | $35.7K | 0.00% | +13+9.7% | Added |
| J.Safra Asset Management Corp | 149 | $35.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 139 | $33.7K | 0.00% | −137−49.6% | Reduced |
| Park Place Capital Corp | 137 | $33.2K | 0.01% | −292−68.1% | Reduced |
| HighMark Wealth Management LLC | 136 | $32.9K | 0.02% | +1+0.7% | Added |
| Brown Brothers Harriman & Co | 132 | $32.0K | 0.00% | −59−30.9% | Reduced |
| Trust Co of Vermont | 126 | $30.6K | 0.00% | +29+29.9% | Added |
| NBC Securities, Inc. | 126 | $30.0K | 0.00% | −4−3.1% | Reduced |
| LRI Investments, LLC | 16,768 | $28.9K | 0.00% | +16,713+30,387.3% | Added |
| Central Pacific Bank - Trust Division | 116 | $28.1K | 0.00% | +116 | New |
| Rothschild Investment LLC | 113 | $27.4K | 0.00% | +74+189.7% | Added |
| First Personal Financial Services | 112 | $27.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 110 | $27.0K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 105 | $25.5K | 0.00% | −2−1.9% | Reduced |
| Catalyst Capital Advisors LLC | 105 | $25.5K | 0.00% | −2−1.9% | Reduced |
| Ashton Thomas Securities, LLC | 102 | $24.7K | 0.00% | +102 | New |
| AlphaMark Advisors, LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 91 | $22.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 91 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 78 | $18.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 76 | $18.4K | 0.01% | +76 | New |
| Manchester Capital Management LLC | 75 | $18.2K | 0.00% | +1+1.4% | Added |
| Capital Advisors, Ltd. LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $15.8K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 64 | $15.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 62 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $15.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 61 | $14.8K | 0.00% | +61 | New |
| Rise Advisors, LLC | 60 | $14.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 58 | $14.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 56 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $13.1K | 0.01% | +6+12.5% | Added |
| Harbor Investment Advisory, LLC | 52 | $12.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $12.1K | 0.01% | +50 | New |
| MV Capital Management, Inc. | 43 | $10.4K | 0.00% | −1−2.3% | Reduced |
| Meeder Asset Management Inc | 43 | $10.4K | 0.00% | +6+16.2% | Added |
| Jaffetilchin Investment Partners, LLC | 42 | $10.2K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 40 | $9.70K | 0.00% | +4+11.1% | Added |