HolderBook

STERIS PLC (STE)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

21
Reporting holders
$114.4M
Reported value
0.0%
Calls
0.0%
Puts
-816
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$74.5M354,7421.64%27qHELD
CONGRESS ASSET MANAGEMENT CO$36.7M174,7130.24%31q+2.2%+$786.7K
Farther Finance Advisors, LLC$762.6K3,6310.01%16q+21.8%+$136.7K
GAMMA Investing LLC$638.0K3,0380.02%12q+9.5%+$55.2K
Hummer Financial Advisory Services Inc$315.0K1,5000.21%27qHELD
Wedmont Private Capital$266.4K1,2640.01%7q+30.2%+$61.8K
Balefire, LLC$263.1K1,2530.04%6q-1.2%-$3.2K
First Heartland Consultants, Inc.$215.9K1,0280.01%newNEW
Valeo Financial Advisors, LLC$203.5K9690.00%newNEW
Versant Capital Management, Inc$155.6K7410.01%28q-8.7%-$14.9K
MassMutual Private Wealth & Trust, FSB$102.7K4890.00%21q-6.9%-$7.6K
GK Wealth Management LLC$87.6K4170.05%newNEW
NORTH POINT PORTFOLIO MANAGERS CORP/OH$72.7K3460.01%newNEW
ELEVATION WEALTH PARTNERS, LLC$43.1K2050.01%5q+66.7%+$17.2K
EASTERN BANK$22.3K1060.00%4q+211.8%+$15.1K
Miller Global Investments, LLC$9.4K450.01%4qHELD
Mn Services Vermogensbeheer B.V.$5.9K28,2500.04%29qHELD
GILPIN WEALTH MANAGEMENT, LLC$3.4K160.00%newNEW
Grove Bank & Trust$2.1K100.00%9qHELD
GoalVest Advisory LLC$1.3K60.00%newNEW
Planning Strategies Inc.$1.3K60.00%2q-25.0%
Davis Capital Management$42020.00%5qHELD
CX Institutional$2671,2710.01%7q+6.7%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-12Sohi MohsenDirectorSold4,058$956.8K
2026-06-04Carestio Daniel APresident and CEOSold3,054$655.5K
2026-06-02Breeden Richard CDirectorSold1,481$310.3K
2026-06-15Zangerle John AdamSr. VP, Gen Counsel, and Sec.Sold1,419$297.0K
2026-06-05Carestio Daniel APresident and CEOSold1,374$291.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202621$114.4M544,5276640.0%
Q2 2026837$21.4B101,472,5151022892830.1%
Q1 2026841$20.9B93,998,583732533300.1%
Q4 2025895$23.5B92,748,6911023262590.1%
Q3 2025844$22.8B92,265,310953092600.1%
Q2 2025835$22.1B92,089,5981123142470.4%
Q1 2025779$20.9B92,438,902902722690.1%
Q4 2024763$18.8B91,316,033602382870.1%
Q3 2024754$22.7B94,719,255712252840.1%
Q2 2024745$21.1B96,191,128622712460.1%
Q1 2024722$23.4B104,140,467642642230.1%
Q4 2023704$21.7B98,598,194492382370.2%
Q3 2023678$20.4B92,504,818662212370.3%
Q2 2023653$20.8B92,567,406811972270.2%
Q1 2023615$17.9B93,637,553652032030.1%
Q4 2022642$17.1B92,586,122701762620.2%
Q3 2022630$15.9B95,336,417582452020.3%
Q2 2022661$19.1B92,620,195822032260.1%
Q1 2022640$22.4B92,740,066591912340.2%
Q4 2021646$22.1B91,327,283572181920.2%
Q3 2021624$18.4B90,141,592501982160.2%
Q2 2021624$18.8B91,681,484832551580.2%
Q1 2021587$15.5B81,181,717502041850.2%
Q4 2020608$14.6B76,426,590621951920.3%
Q3 2020565$13.7B77,836,646532051770.2%
Q2 2020568$11.9B77,068,688832081880.5%
Q1 2020542$10.7B75,972,7781001831850.2%
Q4 2019507$11.6B75,876,452611561880.1%
Q3 2019469$10.8B74,522,159681491670.1%
Q2 2019448$11.2B75,312,4301031301400.2%
Q1 2019395$9.2B71,406,252392010.2%
Q4 20181$27.9M261,3720000.0%