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, Q4 2024
Institutional positions in STERIS plc as of Dec 31, 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
- 765
- +16 vs. Q3 2024
- Shares held
- 91.3M
- −1.29M (−1.4%) vs. Q3 2024
- Total value
- $18.8B
- −$3.41B (−15.4%) vs. Q3 2024
- New holders
- 96
- 255 more added
- Sold out
- 80
- 309 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Granite Group Advisors, LLC | 1,163 | $239.1K | 0.15% | −6−0.5% | Reduced |
| Forum Financial Management, LP | 1,184 | $243.4K | 0.00% | +78+7.1% | Added |
| Atria Wealth Solutions, Inc. | 1,187 | $244.0K | 0.00% | −112−8.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,192 | $245.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,200 | $246.7K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,209 | $248.5K | 0.02% | 00.0% | Unchanged |
| Alta Capital Management LLC | 1,225 | $251.8K | 0.02% | +67+5.8% | Added |
| McDonald Partners LLC | 1,248 | $256.5K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,257 | $258.3K | 0.00% | +91+7.8% | Added |
| Merit Financial Group, LLC | 1,267 | $260.4K | 0.00% | +1,267 | New |
| XTX Topco Ltd | 1,272 | $261.5K | 0.02% | +1,272 | New |
| QRG Capital Management, Inc. | 1,273 | $261.7K | 0.00% | +315+32.9% | Added |
| Firethorn Wealth Partners, LLC | 1,288 | $264.8K | 0.13% | +45+3.6% | Added |
| Rainier Family Wealth Inc | 1,294 | $266.0K | 0.32% | +1,294 | New |
| Clear Harbor Asset Management, LLC | 1,300 | $267.2K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,312 | $269.7K | 0.00% | +1,312 | New |
| Davenport & Co LLC | 1,317 | $270.7K | 0.00% | +3+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,318 | $270.9K | 0.04% | −76−5.5% | Reduced |
| Courier Capital LLC | 1,329 | $273.2K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,335 | $274.4K | 0.02% | −184−12.1% | Reduced |
| Lido Advisors, LLC | 1,335 | $274.5K | 0.00% | −20−1.5% | Reduced |
| Counterpoint Mutual Funds LLC | 1,339 | $275.2K | 0.03% | +1,339 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,345 | $276.5K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,347 | $276.9K | 0.01% | +10+0.7% | Added |
| Wellington Shields & Co., LLC | 1,350 | $277.5K | 0.09% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,357 | $278.9K | 0.04% | +1,357 | New |
| Net Worth Advisory Group | 1,360 | $279.5K | 0.08% | −23−1.7% | Reduced |
| Tiaa Trust, National Association | 1,360 | $279.6K | 0.00% | −344−20.2% | Reduced |
| Portside Wealth Group, LLC | 1,363 | $280.2K | 0.05% | +125+10.1% | Added |
| OneAscent Wealth Management LLC | 1,366 | $281.0K | 0.12% | −1,490−52.2% | Reduced |
| Profund Advisors LLC | 1,390 | $285.7K | 0.01% | −171−11.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,415 | $291.0K | 0.00% | +1,415 | New |
| Integrated Wealth Concepts LLC | 1,438 | $295.7K | 0.00% | −206−12.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,454 | $298.9K | 0.04% | −516−26.2% | Reduced |
| MUFG Securities Americas Inc. | 1,457 | $299.5K | 0.04% | +1,457 | New |
| Azimuth Capital Investment Management LLC | 1,480 | $304.2K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,500 | $308.3K | 0.24% | 00.0% | Unchanged |
| American Trust | 1,508 | $310.0K | 0.02% | −55−3.5% | Reduced |
| Suvretta Capital Management, LLC | 1,530 | $314.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,537 | $315.9K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,537 | $316.0K | 0.24% | +61+4.1% | Added |
| Waterloo Capital, L.P. | 1,540 | $316.5K | 0.03% | −303−16.4% | Reduced |
| Diversify Advisory Services, LLC | 1,543 | $317.5K | 0.02% | −165−9.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,546 | $317.8K | 0.09% | −1−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,557 | $320.1K | 0.01% | +1,557 | New |
| Summit Trail Advisors, LLC | 1,571 | $322.9K | 0.01% | +698+80.0% | Added |
| Hoxton Planning & Management, LLC | 1,574 | $323.6K | 0.12% | −4−0.3% | Reduced |
| GTS Securities LLC | 1,585 | $325.8K | 0.02% | −256−13.9% | Reduced |
| West Coast Financial LLC | 1,595 | $327.9K | 0.04% | −45−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,607 | $330.3K | 0.00% | −352−18.0% | Reduced |
| MAI Capital Management | 1,621 | $333.1K | 0.00% | −5−0.3% | Reduced |
| Savant Capital, LLC | 1,624 | $333.9K | 0.00% | −1,585−49.4% | Reduced |
| Natural Investments, LLC | 1,628 | $334.0K | 0.09% | +1,628 | New |
| Pitcairn Co | 1,679 | $345.1K | 0.02% | −50−2.9% | Reduced |
| Ancora Advisors, LLC | 1,680 | $345.3K | 0.01% | −120−6.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,691 | $347.5K | 0.23% | −402−19.2% | Reduced |
| Shearwater Capital LLC | 1,694 | $348.3K | 0.24% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,700 | $349.5K | 0.03% | +622+57.7% | Added |
| Lake Street Advisors Group, LLC | 1,709 | $351.3K | 0.02% | +71+4.3% | Added |
| Peterson Wealth Services | 1,732 | $356.0K | 0.11% | +205+13.4% | Added |
| Fulton Bank, N.A. | 1,733 | $356.2K | 0.01% | +196+12.8% | Added |
| Ieq Capital, LLC | 1,746 | $358.8K | 0.00% | −1,466−45.6% | Reduced |
| D.A. Davidson & Co. | 1,752 | $360.1K | 0.00% | −87−4.7% | Reduced |
| GM Advisory Group, Inc. | 1,755 | $360.8K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,769 | $363.6K | 0.00% | −242−12.0% | Reduced |
| MTM Investment Management, LLC | 1,778 | $365.5K | 0.14% | 00.0% | Unchanged |
| HRT Financial LP | 1,789 | $367.0K | 0.00% | +1,789 | New |
| E Fund Management Co., Ltd. | 1,811 | $372.3K | 0.02% | +918+102.8% | Added |
| Blair William & Co | 1,819 | $373.9K | 0.00% | −1,057−36.8% | Reduced |
| Crux Wealth Advisors | 1,819 | $373.9K | 0.21% | +1,819 | New |
| Beaumont Financial Advisors, LLC | 1,840 | $378.2K | 0.03% | −16−0.9% | Reduced |
| Tritonpoint Wealth, LLC | 1,849 | $380.0K | 0.03% | −96−4.9% | Reduced |
| Wealthfront Advisers LLC | 1,879 | $386.2K | 0.00% | −339−15.3% | Reduced |
| Qtron Investments LLC | 1,900 | $390.6K | 0.05% | +1,900 | New |
| WSFS Capital Management, LLC | 1,925 | $395.7K | 0.02% | +1,085+129.2% | Added |
| State of Wyoming | 1,950 | $400.8K | 0.05% | +987+102.5% | Added |
| PAX Financial Group, LLC | 1,953 | $401.5K | 0.07% | −751−27.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,959 | $402.7K | 0.00% | +1+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,970 | $405.0K | 0.08% | +63+3.3% | Added |
| Wetherby Asset Management Inc | 1,978 | $406.6K | 0.02% | −23−1.1% | Reduced |
| Empowered Funds, LLC | 1,984 | $407.8K | 0.01% | +63+3.3% | Added |
| Vestcor Inc | 1,991 | $409.0K | 0.01% | −2−0.1% | Reduced |
| OneAscent Financial Services LLC | 2,001 | $411.0K | 0.03% | +43+2.2% | Added |
| Warren Averett Asset Management, LLC | 2,022 | $415.6K | 0.01% | +2,022 | New |
| APG Asset Management US Inc. | 2,038 | $418.9K | 0.00% | −257−11.2% | Reduced |
| Glenview Trust Co | 2,064 | $424.3K | 0.01% | +12+0.6% | Added |
| Evelyn Partners Investment Management LLP | 2,071 | $425.7K | 0.01% | +2,071 | New |
| Mutual Advisors, LLC | 2,029 | $426.3K | 0.01% | +269+15.3% | Added |
| Principal Securities, Inc. | 2,078 | $427.2K | 0.01% | +30+1.5% | Added |
| Dakota Wealth Management | 2,146 | $441.1K | 0.01% | −55−2.5% | Reduced |
| Intrust Bank NA | 2,147 | $441.3K | 0.04% | −507−19.1% | Reduced |
| Cranbrook Wealth Management, LLC | 2,159 | $443.8K | 0.10% | +90+4.3% | Added |
| Whalen Wealth Management Inc. | 2,173 | $446.7K | 0.31% | +2,173 | New |
| Argent Trust Co | 2,213 | $454.9K | 0.02% | +236+11.9% | Added |
| Tyche Wealth Partners LLC | 2,249 | $462.3K | 0.10% | +2,249 | New |
| Ritholtz Wealth Management | 2,282 | $469.1K | 0.01% | −5−0.2% | Reduced |
| Farther Finance Advisors, LLC | 2,298 | $472.3K | 0.02% | −572−19.9% | Reduced |
| FDx Advisors, Inc. | 2,303 | $473.0K | 0.14% | +40+1.8% | Added |
| Vident Advisory, LLC | 2,302 | $473.2K | 0.01% | +326+16.5% | Added |
| Frazier Financial Advisors, LLC | 2,330 | $477.8K | 0.38% | −100−4.1% | Reduced |