Who holds STEticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

STERIS PLC · SHS USD · quarter ended 2026-03-31 · 8 members disclosed STE ↗

611

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$18.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

258

addsholders whose share count rose or who opened the position (new + add), by shares

119

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of STE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.0B	9,026,621	−14,812	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	6,366,378	—	no prior
3	STATE STREET CORP	$1.1B	4,991,868	+377,028	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	4,950,040	—	no prior
5	MORGAN STANLEY	$972M	4,394,263	+554,445	add
6	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$937M	4,010,349	−207,958	trim
7	WELLINGTON MANAGEMENT GROUP LLP	$635M	2,873,365	+1,229,286	add
8	Orbis Allan Gray Ltd	$573M	2,592,912	+343,401	add
9	GEODE CAPITAL MANAGEMENT, LLC	$569M	2,581,733	+58,113	add
10	GENERATION INVESTMENT MANAGEMENT LLP	$510M	2,308,459	+219,976	add
11	Mitsubishi UFJ Asset Management Co., Ltd.	$485M	2,194,945	+651,271	add
12	Select Equity Group, L.P.	$474M	2,143,379	+215,346	add
13	Janus Henderson Group Ltd.	$412M	1,863,139	+380,504	add
14	Invesco Ltd.	$378M	1,708,302	+297,690	add
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$277M	1,253,502	+14,993	add
16	FRANKLIN RESOURCES INC	$275M	1,242,625	−10,219	trim
17	DIMENSIONAL FUND ADVISORS LP	$246M	1,113,845	+46,391	add
18	AQR CAPITAL MANAGEMENT LLC	$235M	1,061,400	−561,834	trim
19	RAYMOND JAMES FINANCIAL INC	$228M	1,029,808	−38,726	trim
20	BANK OF AMERICA CORP /DE/	$204M	922,164	−399,568	trim
21	NORTHERN TRUST CORP	$201M	908,765	−30,131	trim
22	PRINCIPAL FINANCIAL GROUP INC	$197M	890,562	+9,226	add
23	Boston Partners	$191M	862,253	+230,929	add
24	Pictet Asset Management Holding SA	$182M	823,649	+69,670	add
25	Amundi	$171M	771,092	+232,520	add
26	Legal & General Group Plc	$169M	764,436	+29,497	add
27	Findlay Park Partners LLP	$149M	674,755	+53,203	add
28	LONDON CO OF VIRGINIA	$148M	670,852	−69,584	trim
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$145M	656,428	+22,056	add
30	DEUTSCHE BANK AG\	$129M	583,096	−30,226	trim
31	ALLIANCEBERNSTEIN L.P.	$125M	494,401	−844,064	trim
32	ROYAL LONDON ASSET MANAGEMENT LTD	$123M	556,926	+54,222	add
33	VANGUARD FIDUCIARY TRUST CO	$122M	551,989	—	no prior
34	UBS Group AG	$121M	546,856	+34,283	add
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$115M	519,511	+88,872	add
36	TWO SIGMA INVESTMENTS, LP	$106M	479,146	+394,439	add
37	LOCUST WOOD CAPITAL ADVISERS, LLC	$87.8M	397,118	−49,283	trim
38	Nuveen, LLC	$82.3M	372,141	+52,739	add
39	AMERICAN CENTURY COMPANIES INC	$72.9M	329,531	−18,876	trim
40	Swiss National Bank	$63.7M	287,960	+18,000	add
41	Champlain Investment Partners, LLC	$62.9M	284,275	−40,325	trim
42	ENVESTNET ASSET MANAGEMENT INC	$60.0M	271,343	−72,833	trim
43	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$59.4M	268,820	+268,820	new
44	DIKER MANAGEMENT LLC	$57.0M	257,593	+144	add
45	BNP Paribas Asset Management Holding S.A.	$52.2M	236,231	+85,551	add
46	Swedbank AB	$50.4M	228,028	−43,050	trim
47	Vanguard Global Advisers, LLC	$47.4M	214,321	—	no prior
48	Clearbridge Investments, LLC	$47.1M	212,994	+38,157	add
49	ROYAL BANK OF CANADA	$45.2M	204,567	+37,626	add
50	EVENTIDE ASSET MANAGEMENT, LLC	$43.0M	194,635	+4,152	add
51	FEDERATED HERMES, INC.	$42.8M	193,504	+122,012	add
52	National Pension Service	$41.2M	186,313	+186,313	new
53	HSBC HOLDINGS PLC	$39.0M	176,320	+98,390	add
54	D. E. Shaw & Co., Inc.	$39.0M	176,157	+135,866	add
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$38.1M	172,168	−607	trim
56	FIL Ltd	$37.9M	171,302	−19,547	trim
57	VANGUARD ASSET MANAGEMENT, Ltd	$37.7M	170,568	—	no prior
58	ArrowMark Colorado Holdings LLC	$36.3M	164,192	−25,141	trim
59	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$35.7M	161,263	+161,263	new
60	VOYA INVESTMENT MANAGEMENT LLC	$33.0M	149,409	+6,143	add
61	SEB Asset Management AB	$30.7M	138,652	—	no prior
62	CITIGROUP INC	$29.5M	133,377	+24,594	add
63	BENJAMIN EDWARDS INC	$29.2M	132,052	−5,204	trim
64	WELLS FARGO & COMPANY/MN	$26.3M	118,872	+1,983	add
65	CITADEL ADVISORS LLC	$24.3M	109,867	−206,401	trim
66	VILLERE ST DENIS J & CO LLC	$24.1M	108,763	+8,182	add
67	Foresight Group Ltd Liability Partnership	$22.5M	101,653	−6,775	trim
68	Norinchukin Bank, The	$22.4M	101,382	+5,252	add
69	Aberdeen Group plc	$22.2M	100,273	+185	add
70	Bellevue Group AG	$22.1M	99,878	−1,827	trim
71	Gotham Asset Management, LLC	$21.6M	97,704	−64,812	trim
72	Cerity Partners LLC	$21.2M	96,037	−113,886	trim
73	Allianz Asset Management GmbH	$21.0M	94,858	−19,557	trim
74	Asset Management One Co., Ltd.	$20.9M	94,394	−3,996	trim
75	FRONTIER CAPITAL MANAGEMENT CO LLC	$20.5M	92,586	+3,994	add
76	Foster Victor Wealth Advisors, LLC	$20.3M	90,431	+4,746	add
77	ADAGE CAPITAL PARTNERS GP, L.L.C.	$19.3M	87,486	+79,026	add
78	Baird Financial Group, Inc.	$19.3M	87,470	+87,470	new
79	SEI INVESTMENTS CO	$19.0M	86,085	−12,113	trim
80	AVIVA PLC	$19.0M	86,005	+2,515	add
81	Quantinno Capital Management LP	$18.6M	84,331	+417	add
82	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$18.1M	81,993	−3,044	trim
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$17.9M	81,038	+1,099	add
84	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$17.4M	78,748	+6,107	add
85	NICHOLAS COMPANY, INC.	$17.3M	78,075	+100	add
86	GDS Wealth Management	$16.8M	75,961	+4,993	add
87	FIRST TRUST ADVISORS LP	$16.4M	74,244	+37,805	add
88	BANK OF MONTREAL /CAN/	$16.3M	73,799	−3,596	trim
89	OSAIC HOLDINGS, INC.	$15.7M	70,919	−983	trim
90	Universal- Beteiligungs- und Servicegesellschaft mbH	$15.5M	69,954	−2,276	trim
91	GHP Investment Advisors, Inc.	$15.4M	69,657	+2,597	add
92	APG Asset Management N.V.	$14.9M	77,733	−936,615	trim
93	Eurizon Capital SGR S.p.A.	$14.7M	66,455	+66,455	new
94	STATE OF WISCONSIN INVESTMENT BOARD	$14.1M	63,577	−6,084	trim
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$13.9M	62,774	+62,774	new
96	STIFEL FINANCIAL CORP	$13.1M	59,036	−9,433	trim
97	Running Oak Capital LLC	$12.9M	58,320	−1,718	trim
98	FMR LLC	$12.6M	56,934	−29,566	trim
99	Carnegie Investment Counsel	$12.6M	56,872	+3,323	add
100	Perpetual Ltd	$12.1M	54,799	+810	add
101	DANSKE BANK A/S	$11.9M	53,710	−1,700	trim
102	Chevy Chase Trust Holdings, LLC	$11.7M	52,740	−1,465	trim
103	NORDEA INVESTMENT MANAGEMENT AB	$11.6M	53,080	+1,478	add
104	NEW YORK STATE COMMON RETIREMENT FUND	$11.5M	51,905	0	no change
105	Korea Investment CORP	$11.5M	51,861	+18,900	add
106	Vanguard Investments Australia, Ltd.	$10.8M	48,958	—	no prior
107	Assenagon Asset Management S.A.	$10.8M	48,846	+30,104	add
108	Addenda Capital Inc.	$10.6M	48,003	+29,447	add
109	Callahan Advisors, LLC	$10.2M	45,914	−250	trim
110	Steward Partners Investment Advisory, LLC	$9.8M	44,415	+15,001	add
111	IEQ CAPITAL, LLC	$9.6M	43,580	−52,349	trim
112	Sone Capital Management, LLC	$9.6M	43,495	−987	trim
113	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.4M	42,527	−89,501	trim
114	LPL Financial LLC	$9.1M	41,143	−66,000	trim
115	Tredje AP-fonden	$9.0M	40,707	+30,321	add
116	TD ASSET MANAGEMENT INC	$9.0M	40,545	+1,996	add
117	HFR Wealth Management, LLC	$8.9M	40,416	−874	trim
118	CARDEROCK CAPITAL MANAGEMENT INC	$8.6M	38,751	+1,666	add
119	Creative Planning	$8.5M	38,613	−2,608	trim
120	Dana Investment Advisors, Inc.	$8.5M	38,441	−46,024	trim
121	KLP KAPITALFORVALTNING AS	$8.2M	37,100	0	no change
122	NATIONAL BANK OF CANADA /FI/	$8.1M	36,496	+7,432	add
123	Mariner, LLC	$7.8M	35,483	−19,380	trim
124	CIBC Bancorp USA Inc.	$7.7M	34,970	—	no prior
125	Waverly Advisors, LLC	$7.7M	34,788	−1,873	trim
126	Man Group plc	$7.5M	33,825	+4,856	add
127	NOMURA ASSET MANAGEMENT CO LTD	$7.4M	33,587	+178	add
128	Wilmington Savings Fund Society, FSB	$7.4M	33,514	−486	trim
129	PRUDENTIAL PLC	$7.3M	32,962	+838	add
130	Point72 Asset Management, L.P.	$7.3M	32,930	−2,870	trim
131	CREDIT AGRICOLE S A	$7.2M	32,436	−5,017	trim
132	State of New Jersey Common Pension Fund D	$7.1M	32,262	0	no change
133	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.1M	32,049	+32,049	new
134	DAYMARK WEALTH PARTNERS, LLC	$7.0M	31,864	+321	add
135	LaFleur & Godfrey LLC	$7.0M	31,677	−2,347	trim
136	PDT Partners, LLC	$6.9M	31,074	+23,200	add
137	STOREBRAND ASSET MANAGEMENT AS	$6.3M	28,328	—	no prior
138	Edgestream Partners, L.P.	$6.2M	28,117	+28,117	new
139	Sequoia Financial Advisors, LLC	$6.2M	27,981	+622	add
140	Pathstone Holdings, LLC	$6.1M	27,736	−547	trim
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.1M	27,566	+13,500	add
142	Czech National Bank	$5.9M	26,710	+830	add
143	Arizona State Retirement System	$5.9M	26,690	−281	trim
144	Marks Group Wealth Management, Inc	$5.9M	26,510	−4,267	trim
145	GATEWAY INVESTMENT ADVISERS LLC	$5.7M	25,893	+179	add
146	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.7M	25,648	0	no change
147	Resona Asset Management Co.,Ltd.	$5.7M	25,639	−186	trim
148	MILLENNIUM MANAGEMENT LLC	$5.6M	25,378	−17,616	trim
149	USS Investment Management Ltd	$5.3M	23,890	+892	add
150	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.3M	23,835	+1,154	add
151	CIBC Asset Management Inc	$5.2M	23,428	−86	trim
152	WESTWOOD HOLDINGS GROUP INC	$5.1M	23,046	0	no change
153	MetLife Investment Management, LLC	$5.1M	22,916	−612	trim
154	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.1M	22,846	+16	add
155	Robeco Institutional Asset Management B.V.	$4.9M	22,304	−6,512	trim
156	Tidal Investments LLC	$4.9M	22,065	+3,735	add
157	Mirae Asset Global Investments Co., Ltd.	$4.7M	21,050	+3,155	add
158	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.6M	21,026	−145	trim
159	BANK OF NOVA SCOTIA	$4.6M	20,930	−16,896	trim
160	Retirement Systems of Alabama	$4.6M	20,827	−52	trim
161	Daiwa Securities Group Inc.	$4.6M	20,795	+1,945	add
162	World Investment Advisors	$4.5M	20,366	−1,144	trim
163	PRUDENTIAL FINANCIAL INC	$4.4M	20,055	−126,308	trim
164	Hilton Capital Management, LLC	$4.4M	20,019	+8,160	add
165	ProShare Advisors LLC	$4.4M	19,914	−3,120	trim
166	DnB Asset Management AS	$4.3M	19,608	+381	add
167	KAVAR CAPITAL PARTNERS GROUP, LLC	$4.2M	18,957	−350	trim
168	IFM Investors Pty Ltd	$4.2M	18,861	+616	add
169	Groupe la Francaise	$4.1M	18,514	+1,589	add
170	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.0M	19,537	−7,226	trim
171	XPONANCE LLC	$4.0M	18,105	−1,327	trim
172	CWM, LLC	$4.0M	17,989	−19,186	trim
173	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.9M	17,790	−21,698	trim
174	TRUIST FINANCIAL CORP	$3.9M	17,526	−3,567	trim
175	Stratos Wealth Partners, LTD.	$3.9M	17,443	−679	trim
176	CANADA PENSION PLAN INVESTMENT BOARD	$3.8M	17,311	−45,779	trim
177	Ensign Peak Advisors, Inc	$3.6M	16,362	+3,801	add
178	MACKENZIE FINANCIAL CORP	$3.6M	16,323	+821	add
179	Utah Retirement Systems	$3.5M	15,938	−272	trim
180	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.5M	15,918	+3,175	add
181	Southeast Asset Advisors, LLC	$3.5M	15,761	+967	add
182	Vanguard Personalized Indexing Management, LLC	$3.4M	15,333	−72	trim
183	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.3M	15,109	+431	add
184	Inspire Investing, LLC	$3.3M	15,056	+4,379	add
185	Strong Tower Advisory Services	$3.3M	14,831	+673	add
186	Cetera Investment Advisers	$3.3M	14,786	−17,585	trim
187	NEOS Investment Management LLC	$3.2M	14,674	+199	add
188	KEYBANK NATIONAL ASSOCIATION/OH	$3.2M	14,598	−2,453	trim
189	Generali Asset Management SPA SGR	$3.1M	14,227	+4,264	add
190	STEPHENS INC /AR/	$3.1M	13,914	−1,413	trim
191	Focus Partners Wealth	$3.1M	13,539	−5,362	trim
192	ASSETMARK, INC	$3.0M	13,626	−1,462	trim
193	MGO ONE SEVEN LLC	$3.0M	13,558	−561	trim
194	Northwest & Ethical Investments L.P.	$3.0M	13,554	+13,554	new
195	M&T BANK CORP	$3.0M	13,433	−1,898	trim
196	Rockefeller Capital Management L.P.	$2.9M	13,242	−371	trim
197	ING GROEP NV	$2.8M	12,790	−3,335	trim
198	Kimelman & Baird, LLC	$2.8M	12,666	−1,992	trim
199	MERCER GLOBAL ADVISORS INC /ADV	$2.7M	12,341	−7,725	trim
200	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.7M	12,326	+338	add
201	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.7M	12,000	+12,000	new
202	Concurrent Investment Advisors, LLC	$2.6M	11,983	+420	add
203	Orion Porfolio Solutions, LLC	$2.6M	11,830	−7,728	trim
204	Ipswich Investment Management Co., Inc.	$2.6M	11,681	+6,642	add
205	Rhenman & Partners Asset Management AB	$2.5M	11,500	+5,500	add
206	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.5M	11,914	+3,197	add
207	COMMONWEALTH EQUITY SERVICES, LLC	$2.5M	11,279	+4,321	add
208	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.5M	11,252	0	no change
209	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	11,236	−58,732	trim
210	Bridgewater Associates, LP	$2.5M	11,135	+7,774	add
211	COLDSTREAM CAPITAL MANAGEMENT INC	$2.5M	11,090	−3,920	trim
212	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$2.4M	11,000	0	no change
213	SGL Investment Advisors, Inc.	$2.4M	11,797	−118	trim
214	Jefferies Financial Group Inc.	$2.4M	10,734	+5,623	add
215	Comprehensive Financial Consultants Institutional, Inc.	$2.3M	10,473	+270	add
216	Sanctuary Advisors, LLC	$2.3M	10,180	−1,696	trim
217	Corient Private Wealth LLC	$2.2M	10,002	−74,024	trim
218	US BANCORP \DE\	$2.2M	9,732	−429	trim
219	Atom Investors LP	$2.1M	9,605	−15,822	trim
220	Meiji Yasuda Asset Management Co Ltd.	$2.1M	9,283	+9,283	new
221	Fortune Financial Advisors, LLC	$1.9M	8,521	+321	add
222	AustralianSuper Pty Ltd	$1.9M	8,480	0	no change
223	MACQUARIE GROUP LTD	$1.8M	8,315	−2,192	trim
224	DIVIDEND ASSETS CAPITAL, LLC	$1.8M	8,225	−52	trim
225	NewEdge Advisors, LLC	$1.8M	8,062	+8,062	new
226	CALIBER WEALTH MANAGEMENT, LLC / KS	$1.8M	8,018	+812	add
227	Vinva Investment Management Ltd	$1.7M	7,780	−7,125	trim
228	Metis Global Partners, LLC	$1.7M	7,607	−561	trim
229	Rafferty Asset Management, LLC	$1.7M	7,577	−2,988	trim
230	BDF-GESTION	$1.6M	7,457	0	no change
231	COMMERCE BANK	$1.6M	7,295	+680	add
232	Y-Intercept (Hong Kong) Ltd	$1.6M	7,286	+6,318	add
233	Virtus Investment Advisers, LLC	$1.6M	7,213	+7,213	new
234	Numerai GP LLC	$1.6M	7,202	+7,202	new
235	Investment Management Corp of Ontario	$1.5M	6,980	−1,103	trim
236	BANQUE PICTET & CIE SA	$1.5M	6,633	−3,149	trim
237	Summit Trail Advisors, LLC	$1.4M	6,411	+1,194	add
238	Taylor Frigon Capital Management LLC	$1.4M	6,378	−219	trim
239	FIDUCIARY TRUST CO	$1.4M	6,372	−350	trim
240	Wealthfront Advisers LLC	$1.4M	6,167	−195	trim
241	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	6,161	+2,282	add
242	Havemeyer Place LP	$1.4M	6,149	+6,149	new
243	MIZUHO SECURITIES USA LLC	$1.3M	5,929	−1,217	trim
244	Atria Investments, Inc	$1.3M	5,915	−521	trim
245	FSM Wealth Advisors, LLC	$1.2M	5,549	−13	trim
246	PANAGORA ASSET MANAGEMENT INC	$1.2M	5,462	0	no change
247	Mitsubishi UFJ Trust & Banking Corp	$1.2M	5,351	+5,351	new
248	Park Edge Advisors, LLC	$1.2M	5,279	+12	add
249	Lee Financial Co	$1.2M	5,223	−566	trim
250	HighTower Advisors, LLC	$1.1M	5,114	−290	trim
251	Dai-ichi Life Insurance Company, Ltd	$1.1M	5,069	−209	trim
252	&PARTNERS	$1.1M	5,072	−906	trim
253	Envestnet Portfolio Solutions, Inc.	$1.1M	4,954	−1,723	trim
254	Maryland State Retirement & Pension System	$1.1M	4,789	0	no change
255	MML INVESTORS SERVICES, LLC	$1.0M	4,747	−7,357	trim
256	OMERS ADMINISTRATION Corp	$1.0M	4,611	+1,059	add
257	Crossmark Global Holdings, Inc.	$1.0M	4,564	—	no prior
258	Empowered Funds, LLC	$1.0M	4,558	+1,655	add
259	SCHRODER INVESTMENT MANAGEMENT GROUP	$985K	4,488	+38	add
260	Private Harbour Investment Management & Counsel, LLC	$971K	4,389	−2	trim
261	Penobscot Investment Management Company, Inc.	$970K	4,385	0	no change
262	Osmosis Investment Management UK Ltd	$964K	4,359	+4,359	new
263	Allspring Global Investments Holdings, LLC	$958K	4,354	−29	trim
264	Trueblood Wealth Management, LLC	$937K	4,238	−94	trim
265	ASR Vermogensbeheer N.V.	$928K	4,196	+35	add
266	Curi Capital, LLC	$926K	4,188	−2,971	trim
267	SAGESPRING WEALTH PARTNERS, LLC	$926K	4,186	−681	trim
268	ABN AMRO INVESTMENT SOLUTIONS	$916K	4,143	+4,143	new
269	OneDigital Investment Advisors LLC	$915K	4,140	−22,350	trim
270	Federation des caisses Desjardins du Quebec	$900K	4,071	+588	add
271	Invera Wealth Advisors, LLC	$896K	4,054	+119	add
272	MUFG Securities EMEA plc	$890K	4,024	0	no change
273	Sierra Legacy Group	$888K	4,015	+4,015	new
274	Merit Financial Group, LLC	$882K	3,990	−4,191	trim
275	Advisors Capital Management, LLC	$877K	3,964	+295	add
276	Compass Ion Advisors, LLC	$875K	3,959	−5	trim
277	ExodusPoint Capital Management, LP	$872K	3,945	−69,085	trim
278	TOKIO MARINE ASSET MANAGEMENT CO LTD	$858K	3,880	+386	add
279	Woodline Partners LP	$846K	3,828	−12,924	trim
280	INCEPTIONR LLC	$839K	3,792	+3,792	new
281	Illinois Municipal Retirement Fund	$834K	3,770	+2,165	add
282	Vident Advisory, LLC	$831K	3,756	+1,157	add
283	QRG CAPITAL MANAGEMENT, INC.	$822K	3,718	−440	trim
284	Evercore Wealth Management, LLC	$817K	3,696	0	no change
285	Advocacy Wealth Management, LLC	$808K	3,656	+1,187	add
286	OPPENHEIMER ASSET MANAGEMENT INC.	$802K	3,626	−130	trim
287	Saudi Central Bank	$801K	3,623	+3,623	new
288	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$793K	3,586	+232	add
289	Diversified Trust Co	$782K	3,538	+6	add
290	Rodgers Brothers Inc.	$777K	3,514	0	no change
291	Suncoast Equity Management	$771K	3,485	−832	trim
292	Brooklyn Investment Group	$754K	3,408	+1,907	add
293	Matisse Capital	$751K	3,397	0	no change
294	Mediolanum International Funds Ltd	$726K	3,309	−38,225	trim
295	Cranbrook Wealth Management, LLC	$722K	3,267	0	no change
296	DE BURLO GROUP INC	$712K	3,220	−50	trim
297	Aljian Capital Management, LLC	$686K	3,100	0	no change
298	FIFTH THIRD BANCORP	$685K	3,099	−113	trim
299	WINTON GROUP Ltd	$677K	3,060	+3,060	new
300	Qtron Investments LLC	$676K	3,055	0	no change
301	Pinnacle Wealth Planning Services, Inc.	$668K	3,021	−105	trim
302	Laird Norton Wetherby Trust Company, LLC	$667K	3,016	+104	add
303	CenterBook Partners LP	$666K	3,012	+3,012	new
304	Mission Creek Capital Partners, Inc.	$659K	2,980	−650	trim
305	WASHINGTON CAPITAL MANAGEMENT, INC	$646K	2,920	+1,320	add
306	Phillips Wealth Planners LLC	$640K	3,171	+10	add
307	Inspire Advisors, LLC	$640K	2,893	+718	add
308	Rothschild Capital Partners, LLC	$636K	2,877	+2,877	new
309	Lakeridge Wealth Management LLC	$635K	2,872	+10	add
310	Coastal Bridge Advisors, LLC	$632K	2,860	−5	trim
311	Squarepoint Ops LLC	$629K	2,843	+227	add
312	North Dakota State Investment Board	$628K	2,838	−528	trim
313	Outlook Wealth Advisors, LLC	$616K	2,787	−94	trim
314	Knollwood Investment Advisory, LLC	$613K	2,774	0	no change
315	RWA WEALTH PARTNERS, LLC	$600K	2,713	+4	add
316	SECURIAN ASSET MANAGEMENT, INC	$592K	2,677	0	no change
317	JOHNSON INVESTMENT COUNSEL INC	$588K	2,660	+61	add
318	Savant Capital, LLC	$581K	2,628	−29	trim
319	FULTON BANK, N.A.	$577K	2,609	+573	add
320	OSSIAM	$573K	2,589	−16	trim
321	TWO SIGMA SECURITIES, LLC	$572K	2,586	+2,586	new
322	WELCH & FORBES LLC	$568K	2,567	−219	trim
323	Banque Cantonale Vaudoise	$566K	2,559	+2,559	new
324	Focus Partners Advisor Solutions, LLC	$564K	2,552	−3,267	trim
325	Lido Advisors, LLC	$563K	2,545	−174	trim
326	HB Wealth Management, LLC	$559K	2,529	−614	trim
327	MEEDER ASSET MANAGEMENT INC	$557K	2,518	+42	add
328	OAK RIDGE INVESTMENTS LLC	$556K	2,514	−1	trim
329	Advisors Asset Management, Inc.	$547K	2,473	+191	add
330	OneAscent Investment Solutions LLC	$544K	2,460	+184	add
331	RITHOLTZ WEALTH MANAGEMENT	$531K	2,402	−429	trim
332	Savvy Advisors, Inc.	$530K	2,397	−805	trim
333	Glenview Trust Co	$530K	2,397	+760	add
334	FIRST MANHATTAN CO. LLC.	$525K	2,373	0	no change
335	Gibbs Wealth Management	$519K	2,345	+1,383	add
336	Pinnacle Financial Partners, Inc.	$513K	2,319	−1,289	trim
337	CIBC WORLD MARKET INC.	$507K	2,293	+2,293	new
338	Ballentine Partners, LLC	$506K	2,286	+950	add
339	Gallagher Fiduciary Advisors, LLC	$503K	2,272	+19	add
340	BLAIR WILLIAM & CO/IL	$498K	2,251	+583	add
341	MAI Capital Management	$491K	2,219	+788	add
342	Apollon Wealth Management, LLC	$489K	2,212	+148	add
343	FIDUCIARY FAMILY OFFICE, LLC	$475K	2,148	−2,381	trim
344	Haven Private, LLC	$474K	2,145	−14	trim
345	QUADRANT CAPITAL GROUP LLC	$474K	2,144	−297	trim
346	Kestra Advisory Services, LLC	$473K	2,140	−77	trim
347	Frazier Financial Advisors, LLC	$465K	2,103	+4	add
348	Aspire Growth Partners LLC	$464K	2,098	−134	trim
349	Callan Family Office, LLC	$460K	2,081	−1,239	trim
350	Riverwater Partners LLC	$454K	2,054	−12	trim
351	Caprock Group, LLC	$446K	2,018	+530	add
352	BBR PARTNERS, LLC	$443K	2,005	+2,005	new
353	Siemens Fonds Invest GmbH	$438K	1,981	+627	add
354	Mutual Advisors, LLC	$430K	1,943	−52	trim
355	INTRUST BANK NA	$425K	1,921	+12	add
356	Clear Trail Advisors, LLC	$423K	1,912	−48	trim
357	Harbour Wealth Management Group, Inc.	$421K	1,906	+133	add
358	Alliance Wealth Advisors, LLC /UT	$421K	1,905	−644	trim
359	OneAscent Family Office, LLC	$410K	1,856	−161	trim
360	Portside Wealth Group, LLC	$403K	1,821	+27	add
361	JANE STREET GROUP, LLC	$401K	1,812	−951	trim
362	Tyche Wealth Partners LLC	$394K	1,783	+140	add
363	NORDEN GROUP LLC	$391K	1,767	−368	trim
364	E Fund Management Co., Ltd.	$390K	1,763	—	no prior
365	ELEVATION POINT WEALTH PARTNERS, LLC	$390K	1,763	+885	add
366	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$389K	1,761	0	no change
367	Krilogy Financial LLC	$385K	1,752	−3,350	trim
368	Allworth Financial LP	$378K	1,711	−378	trim
369	IMC-Chicago, LLC	$378K	1,710	+1,710	new
370	Snowden Capital Advisors LLC	$378K	1,710	−62	trim
371	PEAK6 LLC	$375K	1,696	+1,696	new
372	Shearwater Capital LLC	$375K	1,694	0	no change
373	Chicago Partners Investment Group LLC	$374K	1,672	−781	trim
374	Tower Research Capital LLC (TRC)	$370K	1,672	−291	trim
375	WBI INVESTMENTS, LLC	$369K	1,669	+1,669	new
376	LEVEL FOUR ADVISORY SERVICES, LLC	$368K	1,666	+50	add
377	TritonPoint Partners, LLC	$368K	1,665	−58	trim
378	Baker Ellis Asset Management LLC	$367K	1,658	0	no change
379	XTX Topco Ltd	$366K	1,655	−30	trim
380	Ashton Thomas Private Wealth, LLC	$365K	1,651	+46	add
381	EFG International AG	$354K	1,600	0	no change
382	Evelyn Partners Investment Management LLP	$351K	1,589	−55	trim
383	Hoxton Planning & Management, LLC	$344K	1,556	−5	trim
384	GTS SECURITIES LLC	$342K	1,545	+685	add
385	Bull Harbor Capital LLC	$340K	1,539	—	no prior
386	SUVRETTA CAPITAL MANAGEMENT, LLC	$338K	1,530	0	no change
387	Brevan Howard Capital Management LP	$337K	1,522	+1,522	new
388	Meeder Advisory Services, Inc.	$335K	1,516	−18	trim
389	apricus wealth, LLC	$333K	1,506	+53	add
390	Hummer Financial Advisory Services Inc	$332K	1,500	0	no change
391	WESTPAC BANKING CORP	$330K	1,491	+1,491	new
392	CHOREO, LLC	$328K	1,483	−780	trim
393	CI INVESTMENTS INC.	$326K	1,475	+144	add
394	WASHINGTON TRUST BANK	$326K	1,472	0	no change
395	TEACHER RETIREMENT SYSTEM OF TEXAS	$325K	1,469	−22,488	trim
396	BALYASNY ASSET MANAGEMENT L.P.	$324K	1,464	−248	trim
397	Venture Visionary Partners LLC	$324K	1,464	+34	add
398	EP Wealth Advisors, LLC	$313K	1,417	−1,424	trim
399	HBK Sorce Advisory LLC	$309K	1,491	−307	trim
400	PINNACLE ASSOCIATES LTD	$306K	1,384	−654	trim
401	Valmark Advisers, Inc.	$304K	1,375	0	no change
402	Farringdon Capital, Ltd.	$301K	1,361	+1,361	new
403	EVERGREEN CAPITAL MANAGEMENT LLC	$299K	1,353	+359	add
404	Vise Technologies, Inc.	$295K	1,164	0	no change
405	HENGEHOLD CAPITAL MANAGEMENT LLC	$290K	1,313	−1,115	trim
406	Procyon Advisors, LLC	$290K	1,312	+493	add
407	Clear Harbor Asset Management, LLC	$287K	1,300	−50	trim
408	Dynamic Advisor Solutions LLC	$283K	1,281	−24	trim
409	COURIER CAPITAL LLC	$279K	1,262	+123	add
410	PAX Financial Group, LLC	$278K	1,258	−348	trim
411	FIRETHORN WEALTH PARTNERS, LLC	$278K	1,256	−23	trim
412	Blue Zone Wealth Advisors, LLC	$276K	1,248	−26,787	trim
413	DAVENPORT & Co LLC	$274K	1,238	−427	trim
414	Wedmont Private Capital	$270K	1,198	−220	trim
415	AE Wealth Management LLC	$270K	1,219	−2,877	trim
416	MONTAG A & ASSOCIATES INC	$265K	1,200	0	no change
417	Strategic Wealth Investment Group, LLC	$265K	1,198	−408	trim
418	Vontobel Holding Ltd.	$264K	1,195	+100	add
419	DoubleLine ETF Adviser LP	$264K	1,194	+1,194	new
420	Clearstead Advisors, LLC	$263K	1,190	−2,312	trim
421	OneAscent Financial Services LLC	$260K	1,174	+172	add
422	Wealthspire Advisors, LLC	$258K	1,165	−365	trim
423	Aaron Wealth Advisors LLC	$257K	1,160	−976	trim
424	Bryn Mawr Trust Advisors, LLC	$251K	1,136	−60	trim
425	PROFUND ADVISORS LLC	$249K	1,127	−526	trim
426	BAILARD, INC.	$249K	1,126	+8	add
427	Balefire, LLC	$248K	1,122	−99	trim
428	NICOLET BANKSHARES INC	$247K	1,125	+1,125	new
429	NorthCrest Asset Manangement, LLC	$243K	1,113	−2,579	trim
430	Trust Asset Management LLC	$242K	1,096	0	no change
431	JOURNEY STRATEGIC WEALTH LLC	$242K	1,094	−556	trim
432	Premier Path Wealth Partners, LLC	$238K	1,075	+1,075	new
433	WADDELL & ASSOCIATES, LLC	$235K	1,061	−1,159	trim
434	FIDELIS CAPITAL PARTNERS, LLC	$235K	1,061	+13	add
435	Capital Investment Advisory Services, LLC	$231K	1,044	+77	add
436	Vestmark Advisory Solutions, Inc.	$230K	1,040	−6,192	trim
437	OneAscent Wealth Management LLC	$228K	1,033	−52	trim
438	Conestoga Capital Advisors, LLC	$226K	1,024	−695	trim
439	TD Waterhouse Canada Inc.	$226K	1,029	+31	add
440	NLB Skladi, upravljanje premozenja, d.o.o.	$225K	1,018	−910	trim
441	PRINCIPAL SECURITIES, INC.	$225K	1,017	−3,727	trim
442	NTV ASSET MANAGEMENT LLC	$221K	1,000	0	no change
443	Revisor Wealth Management LLC	$221K	1,000	0	no change
444	INVICTUS PRIVATE WEALTH, LLC	$221K	1,000	+1,000	new
445	Checchi Capital Advisers, LLC	$220K	995	+122	add
446	Perigon Wealth Management, LLC	$219K	990	−850	trim
447	LECAP ASSET MANAGEMENT LTD	$218K	984	+984	new
448	PATTON FUND MANAGEMENT, INC.	$217K	981	+88	add
449	SIGMA INVESTMENT COUNSELORS INC	$216K	975	0	no change
450	TRED AVON FAMILY WEALTH, LLC	$216K	975	0	no change
451	OPPENHEIMER & CO INC	$215K	974	0	no change
452	MQS Management LLC	$214K	969	+969	new
453	Aurdan Capital Management, LLC	$214K	969	−282	trim
454	Ascent Group, LLC	$213K	964	−45	trim
455	Cannell & Spears LLC	$213K	964	+1	add
456	Center for Financial Planning, Inc.	$213K	962	0	no change
457	Beacon Pointe Advisors, LLC	$212K	961	+961	new
458	Blueshift Asset Management, LLC	$212K	957	+957	new
459	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$211K	956	+956	new
460	Baker Avenue Asset Management, LP	$210K	950	−7	trim
461	Asio Capital, LLC	$210K	948	0	no change
462	CADEN CAPITAL PARTNERS, LP	$209K	946	−2,226	trim
463	Legacy Capital Wealth Partners, LLC	$209K	944	−389	trim
464	VestGen Advisors, LLC	$207K	982	−3,743	trim
465	D.A. DAVIDSON & CO.	$206K	933	−3	trim
466	Beacon Capital Management, LLC	$206K	931	+2	add
467	Delta Investment Management, LLC	$205K	929	0	no change
468	Kera Capital Partners, Inc.	$205K	927	−764	trim
469	Phoenix Financial Ltd.	$202K	913	+913	new
470	EXCHANGE TRADED CONCEPTS, LLC	$198K	895	+262	add
471	Smartleaf Asset Management LLC	$193K	879	+233	add
472	SIGNATUREFD, LLC	$171K	772	−76	trim
473	MATHER GROUP, LLC.	$161K	728	+728	new
474	STEPH & CO	$150K	678	−44	trim
475	Arax Advisory Partners	$146K	680	+213	add
476	CANADA LIFE ASSURANCE Co	$135K	610,734	−20,747	trim
477	Larson Financial Group LLC	$119K	538	−67	trim
478	Key FInancial Inc	$107K	485	0	no change
479	Blue Trust, Inc.	$96.9K	438	+3	add
480	JNBA Financial Advisors	$87.8K	397	0	no change
481	HM PAYSON & CO	$84.3K	381	−11	trim
482	ALERUS FINANCIAL NA	$73.6K	333	−15	trim
483	CENTRAL TRUST Co	$72.8K	329	−65	trim
484	Financial Network Wealth Advisors LLC	$72.1K	326	—	no prior
485	Avanza Fonder AB	$69.0K	312	+312	new
486	Parkside Financial Bank & Trust	$65.5K	296	+12	add
487	Cromwell Holdings LLC	$64.8K	293	0	no change
488	Nvest Wealth Strategies, Inc.	$61.3K	277	0	no change
489	Asset Dedication, LLC	$58.8K	266	−25	trim
490	Bayforest Capital Ltd	$56.6K	256	−520	trim
491	UMB Bank, n.a.	$53.1K	240	−43	trim
492	THRIVENT FINANCIAL FOR LUTHERANS	$50.4K	227,741	−345,748	trim
493	True Wealth Design, LLC	$44.7K	202	−81	trim
494	Costello Asset Management, INC	$44.2K	200	0	no change
495	Deseret Mutual Benefit Administrators	$38.9K	176	+81	add
496	WPG Advisers, LLC	$38.7K	175	+6	add
497	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$37.6K	170	0	no change
498	Pingora Partners LLC	$37.2K	168	0	no change
499	Spire Wealth Management	$36.9K	167	−7	trim
500	NorthAvenue LLC	$36.0K	163	—	no prior

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · STE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 April McClain Delaney D–MD-6, Jared Moskowitz D–FL-23 $105K–$325K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Bridgewater Associates $2.5M held
Trimming: 1 Gotham Asset Management $21.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · STERIS PLC

Merged timeline of congressional filings and notable-manager moves on STE
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-08-27	Jared Moskowitz Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-05-15	Bridgewater Associates 13F	add	+7,774 sh
2026-05-15	Gotham Asset Management 13F	trim	−64,812 sh

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed STE — the congressional view ↗