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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, 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.

Institutional holdersQ4 2024: 765 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 heldQ4 2024: $18.8B
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, Q4 2024

Shares, value and share of portfolio for each institution holding STERIS plc; share changes are against Q3 2024.

Institutions holding STE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mowery & Schoenfeld Wealth Management, LLC38$7.81K0.02%+15+65.2%Added
Centricity Wealth Management, LLC38$7.81K0.01%+38New
Anchor Investment Management, LLC37$7.61K0.00%00.0%Unchanged
Financial Management Professionals, Inc.33$6.78K0.00%00.0%Unchanged
Golden State Wealth Management, LLC33$6.78K0.00%+33New
Pacific Center for Financial Services32$6.58K0.00%00.0%Unchanged
Global Financial Private Client, LLC31$6.37K0.00%+3+10.7%Added
Cetera Trust Company, N.A30$6.17K0.00%00.0%Unchanged
Bayforest Capital Ltd30$6.17K0.01%+30New
Hemington Wealth Management31$6.00K0.00%−3−8.8%Reduced
Carolinas Wealth Consulting LLC26$5.34K0.00%−1−3.7%Reduced
Talon Private Wealth, LLC26$5.34K0.00%00.0%Unchanged
CVA Family Office, LLC26$5.34K0.00%+9+52.9%Added
Delta Asset Management LLC25$5.14K0.00%00.0%Unchanged
Geneos Wealth Management Inc.25$5.14K0.00%+4+19.0%Added
Washington Trust Advisors, Inc.24$5.02K0.00%+2+9.1%Added
Bell Investment Advisors, Inc24$4.93K0.00%−7−22.6%Reduced
Zions Bancorporation, N.A.24$4.93K0.00%00.0%Unchanged
Dunhill Financial, LLC23$4.79K0.00%+4+21.1%Added
Annis Gardner Whiting Capital Advisors, LLC23$4.73K0.00%00.0%Unchanged
Cornerstone Planning Group LLC19$4.21K0.00%00.0%Unchanged
SBI Securities Co., Ltd.20$4.11K0.00%+20New
Transce3nd, LLC20$4.11K0.00%+20New
Abound Wealth Management19$3.91K0.00%00.0%Unchanged
Solstein Capital, LLC19$3.91K0.00%00.0%Unchanged
South State Corp.16$3.29K0.00%00.0%Unchanged
Private Wealth Management Group, LLC16$3.29K0.00%00.0%Unchanged
Aventura Private Wealth, LLC16$3.29K0.00%+16New
McIlrath & Eck, LLC15$3.08K0.00%+15New
Raffa Wealth Management, LLC14$2.88K0.00%−4−22.2%Reduced
South Plains Financial, Inc.14$2.88K0.00%+14New
St Germain D J Co Inc13$2.67K0.00%00.0%Unchanged
Truvestments Capital LLC12$2.47K0.00%+12New
Princeton Global Asset Management LLC10$2.06K0.00%+10New
SJS Investment Consulting Inc.9$1.85K0.00%−2−18.2%Reduced
Missouri Trust & Investment Co9$1.85K0.00%+9New
Sachetta, LLC8$1.65K0.00%−6−42.9%Reduced
Bogart Wealth, LLC8$1.64K0.00%+8New
New Wave Wealth Advisors LLC8$1.64K0.00%+8New
Crowley Wealth Management, Inc.8$1.64K0.00%+8New
Financial Perspectives, Inc7$1.51K0.00%00.0%Unchanged
TD Capital Management LLC7$1.45K0.00%00.0%Unchanged
Albion Financial Group7$1.44K0.00%00.0%Unchanged
REAP Financial Group, LLC6$1.25K0.00%00.0%Unchanged
True Wealth Design, LLC6$1.23K0.00%+1+20.0%Added
Cullen/Frost Bankers, Inc.6$1.23K0.00%+6New
Raleigh Capital Management Inc.5$1.03K0.00%−7−58.3%Reduced
Prestige Wealth Management Group LLC5$1.03K0.00%00.0%Unchanged
CoreCap Advisors, LLC5$1.03K0.00%00.0%Unchanged
Hexagon Capital Partners LLC5$1.03K0.00%+5New
Avion Wealth8$1.00K0.00%+4+100.0%Added
WealthTrak Capital Management LLC4$8230.00%+4New
Tradewinds Capital Management, LLC3$6170.00%00.0%Unchanged
Grove Bank & Trust3$6170.00%00.0%Unchanged
West Paces Advisors Inc.3$6170.00%00.0%Unchanged
Glen Eagle Advisors, LLC3$6170.00%00.0%Unchanged
Old Second National Bank of Aurora3$6170.00%+3New
Cassady Schiller Wealth Management, LLC3$6170.00%+3New
BOK Financial Private Wealth, Inc.2$4120.00%+2New
Sugar Maple Asset Management, LLC2$4110.00%+2New
Parkworth Wealth Management, Inc.2$4110.00%+2New
Cherry Tree Wealth Management, LLC2$3090.00%00.0%Unchanged
WestEnd Advisors, LLC1$2060.00%00.0%Unchanged
NewSquare Capital LLC1$2060.00%+1New
Principia Wealth Advisory, LLC1$2060.00%+1New
Slocum, Gordon & Co LLP0$00.00%−909,841−100.0%Sold out
Cinctive Capital Management LP0$00.00%−26,575−100.0%Sold out
Brasada Capital Management, LP0$00.00%−19,686−100.0%Sold out
Sandler Capital Management0$00.00%−8,117−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−6,798−100.0%Sold out
LMR Partners LLP0$00.00%−6,072−100.0%Sold out
AXS Investments LLC0$00.00%−4,834−100.0%Sold out
Veriti Management LLC0$00.00%−4,603−100.0%Sold out
Machina Capital S.A.S.0$00.00%−3,743−100.0%Sold out
Nebula Research & Development LLC0$00.00%−3,671−100.0%Sold out
Fiduciary Family Office, LLC0$00.00%−2,996−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−2,920−100.0%Sold out
WD Rutherford LLC0$00.00%−2,292−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,719−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−1,686−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,680−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−1,575−100.0%Sold out
Financial Insights, Inc.0$00.00%−1,572−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−1,500−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,420−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−1,338−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,350−100.0%Sold out
Advisor OS, LLC0$00.00%−1,321−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−1,300−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1,204−100.0%Sold out
Teton Advisors, Inc.0$00.00%−1,100−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−1,100−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−1,095−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,052−100.0%Sold out
Quotient Wealth Partners, LLC0$00.00%−1,030−100.0%Sold out
HB Wealth Management, LLC0$00.00%−1,022−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−1,005−100.0%Sold out
Hancock Whitney Corp0$00.00%−1,003−100.0%Sold out
Private Advisor Group, LLC0$00.00%−972−100.0%Sold out
Dempze Nancy E0$00.00%−962−100.0%Sold out