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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 1,769 | $363.6K | 0.00% | −242−12.0% | Reduced |
| GM Advisory Group, Inc. | 1,755 | $360.8K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,752 | $360.1K | 0.00% | −87−4.7% | Reduced |
| Ieq Capital, LLC | 1,746 | $358.8K | 0.00% | −1,466−45.6% | Reduced |
| Fulton Bank, N.A. | 1,733 | $356.2K | 0.01% | +196+12.8% | Added |
| Peterson Wealth Services | 1,732 | $356.0K | 0.11% | +205+13.4% | Added |
| Lake Street Advisors Group, LLC | 1,709 | $351.3K | 0.02% | +71+4.3% | Added |
| Hengehold Capital Management LLC | 1,700 | $349.5K | 0.03% | +622+57.7% | Added |
| Shearwater Capital LLC | 1,694 | $348.3K | 0.24% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,691 | $347.5K | 0.23% | −402−19.2% | Reduced |
| Ancora Advisors, LLC | 1,680 | $345.3K | 0.01% | −120−6.7% | Reduced |
| Pitcairn Co | 1,679 | $345.1K | 0.02% | −50−2.9% | Reduced |
| Natural Investments, LLC | 1,628 | $334.0K | 0.09% | +1,628 | New |
| Savant Capital, LLC | 1,624 | $333.9K | 0.00% | −1,585−49.4% | Reduced |
| MAI Capital Management | 1,621 | $333.1K | 0.00% | −5−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,607 | $330.3K | 0.00% | −352−18.0% | Reduced |
| West Coast Financial LLC | 1,595 | $327.9K | 0.04% | −45−2.7% | Reduced |
| GTS Securities LLC | 1,585 | $325.8K | 0.02% | −256−13.9% | Reduced |
| Hoxton Planning & Management, LLC | 1,574 | $323.6K | 0.12% | −4−0.3% | Reduced |
| Summit Trail Advisors, LLC | 1,571 | $322.9K | 0.01% | +698+80.0% | Added |
| Ashton Thomas Private Wealth, LLC | 1,557 | $320.1K | 0.01% | +1,557 | New |
| Shakespeare Wealth Management, Inc. | 1,546 | $317.8K | 0.09% | −1−0.1% | Reduced |
| Diversify Advisory Services, LLC | 1,543 | $317.5K | 0.02% | −165−9.7% | Reduced |
| Waterloo Capital, L.P. | 1,540 | $316.5K | 0.03% | −303−16.4% | Reduced |
| Sage Private Wealth Group, LLC | 1,537 | $316.0K | 0.24% | +61+4.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,537 | $315.9K | 0.01% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 1,530 | $314.5K | 0.01% | 00.0% | Unchanged |
| American Trust | 1,508 | $310.0K | 0.02% | −55−3.5% | Reduced |
| Hummer Financial Advisory Services Inc | 1,500 | $308.3K | 0.24% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,480 | $304.2K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,457 | $299.5K | 0.04% | +1,457 | New |
| Kohmann Bosshard Financial Services, LLC | 1,454 | $298.9K | 0.04% | −516−26.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,438 | $295.7K | 0.00% | −206−12.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,415 | $291.0K | 0.00% | +1,415 | New |
| Profund Advisors LLC | 1,390 | $285.7K | 0.01% | −171−11.0% | Reduced |
| OneAscent Wealth Management LLC | 1,366 | $281.0K | 0.12% | −1,490−52.2% | Reduced |
| Portside Wealth Group, LLC | 1,363 | $280.2K | 0.05% | +125+10.1% | Added |
| Tiaa Trust, National Association | 1,360 | $279.6K | 0.00% | −344−20.2% | Reduced |
| Net Worth Advisory Group | 1,360 | $279.5K | 0.08% | −23−1.7% | Reduced |
| Cynosure Management, LLC | 1,357 | $278.9K | 0.04% | +1,357 | New |
| Wellington Shields & Co., LLC | 1,350 | $277.5K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,347 | $276.9K | 0.01% | +10+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,345 | $276.5K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,339 | $275.2K | 0.03% | +1,339 | New |
| Lido Advisors, LLC | 1,335 | $274.5K | 0.00% | −20−1.5% | Reduced |
| Financial Advocates Investment Management | 1,335 | $274.4K | 0.02% | −184−12.1% | Reduced |
| Courier Capital LLC | 1,329 | $273.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,318 | $270.9K | 0.04% | −76−5.5% | Reduced |
| Davenport & Co LLC | 1,317 | $270.7K | 0.00% | +3+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 1,312 | $269.7K | 0.00% | +1,312 | New |
| Clear Harbor Asset Management, LLC | 1,300 | $267.2K | 0.02% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 1,294 | $266.0K | 0.32% | +1,294 | New |
| Firethorn Wealth Partners, LLC | 1,288 | $264.8K | 0.13% | +45+3.6% | Added |
| QRG Capital Management, Inc. | 1,273 | $261.7K | 0.00% | +315+32.9% | Added |
| XTX Topco Ltd | 1,272 | $261.5K | 0.02% | +1,272 | New |
| Merit Financial Group, LLC | 1,267 | $260.4K | 0.00% | +1,267 | New |
| Kestra Advisory Services, LLC | 1,257 | $258.3K | 0.00% | +91+7.8% | Added |
| McDonald Partners LLC | 1,248 | $256.5K | 0.07% | 00.0% | Unchanged |
| Alta Capital Management LLC | 1,225 | $251.8K | 0.02% | +67+5.8% | Added |
| Naples Global Advisors, LLC | 1,209 | $248.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,200 | $246.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,192 | $245.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,187 | $244.0K | 0.00% | −112−8.6% | Reduced |
| Forum Financial Management, LP | 1,184 | $243.4K | 0.00% | +78+7.1% | Added |
| Granite Group Advisors, LLC | 1,163 | $239.1K | 0.15% | −6−0.5% | Reduced |
| Forte Capital LLC | 1,160 | $238.4K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,157 | $238.0K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,151 | $236.6K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,148 | $236.0K | 0.01% | −1,198−51.1% | Reduced |
| GAMMA Investing LLC | 1,144 | $235.2K | 0.02% | −181−13.7% | Reduced |
| Washington Trust Bank | 1,127 | $231.7K | 0.02% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,119 | $230.0K | 0.17% | −9−0.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,118 | $229.8K | 0.07% | +60+5.7% | Added |
| NorthRock Partners, LLC | 1,117 | $229.6K | 0.01% | −471−29.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,117 | $229.5K | 0.01% | +330+41.9% | Added |
| National Asset Management, Inc. | 1,105 | $227.1K | 0.01% | −158−12.5% | Reduced |
| Logan Capital Management Inc | 1,097 | $225.5K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,032 | $225.3K | 0.02% | +84+8.9% | Added |
| Bailard, Inc. | 1,088 | $223.6K | 0.01% | −55−4.8% | Reduced |
| Bleakley Financial Group, LLC | 1,078 | $221.6K | 0.01% | −602−35.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,050 | $215.8K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,049 | $215.7K | 0.01% | −221−17.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,049 | $215.6K | 0.00% | −23−2.1% | Reduced |
| Oarsman Capital, Inc. | 1,039 | $213.6K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,035 | $212.8K | 0.01% | −47−4.3% | Reduced |
| Eqis Capital Management, Inc. | 1,023 | $210.2K | 0.02% | +85+9.1% | Added |
| Dynasty Wealth Management, LLC | 1,011 | $207.9K | 0.00% | −118−10.5% | Reduced |
| EP Wealth Advisors, LLC | 1,011 | $207.8K | 0.00% | +169+20.1% | Added |
| Fisher Asset Management, LLC | 1,009 | $207.6K | 0.00% | −170−14.4% | Reduced |
| Cigna Investments Inc | 1,009 | $207.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $206.0K | 0.09% | −1,000−50.0% | Reduced |
| NTV Asset Management LLC | 1,000 | $205.6K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $205.6K | 0.04% | 00.0% | Unchanged |
| apricus wealth, LLC | 998 | $205.1K | 0.13% | +998 | New |
| Park National Corp | 996 | $204.7K | 0.01% | −14−1.4% | Reduced |
| Quarry LP | 985 | $202.5K | 0.04% | +708+255.6% | Added |
| Asio Capital, LLC | 983 | $202.1K | 0.04% | −15−1.5% | Reduced |
| HighPoint Advisor Group LLC | 901 | $201.3K | 0.01% | +901 | New |
| Citizens Financial Group Inc | 975 | $200.5K | 0.00% | +54+5.9% | Added |
| Sigma Investment Counselors Inc | 975 | $200.4K | 0.01% | 00.0% | Unchanged |