Who holds ticker 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 · 9 members disclosed STE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 611 holders are listed, largest first: 611
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $18.2B
holders whose share count rose or who opened the position (new + add), by shares: 258
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 119

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

Newest 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: 3 April McClain Delaney D–MD-6, Jared Moskowitz D–FL-23, Kevin Hern R–OK-1 $120K–$375K

filed 2026-07-03 → 2026-10-01 · 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
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-09	April McClain Delaney Congress	SELL	$100K–$250K
2026-08-27	Jared Moskowitz Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-08-03	April McClain Delaney Congress	SELL	$1K–$15K
2026-05-15	Bridgewater Associates 13F	ADD	+7,774 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−64,812 sh

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed STE — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).