STERIS plc
US ˙ NYSE

SecuritySTE / STERIS plc
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership74,244 shares
Latest Disclosed Value $ 16,417,674
First Trust Advisors Lp reports 103.75% increase in ownership of STE / STERIS plc

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 74,244 shares of STERIS plc (US:STE) valued at $16,417,576 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,439 shares of STERIS plc. This represents a change in shares of 103.75% during the quarter. The current value of the position is $15,765,713 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F STERIS SHS USD G8473T100 74,244 37,805 103.75 16,418 77.71 0.0117
2026-02-13 2025-12-31 13F STERIS SHS USD G8473T100 36,439 -14,757 -28.82 9,238 -27.07
2025-11-12 2025-09-30 13F STERIS SHS USD G8473T100 51,196 -10,260 -16.69 12,668 -14.19 0.0094
2025-08-13 2025-06-30 13F STERIS SHS USD G8473T100 61,456 28,709 87.67 14,763 98.90 0.0119
2025-05-14 2025-03-31 13F STERIS SHS USD G8473T100 32,747 7,724 30.87 7,422 44.31 0.0066
2025-02-13 2024-12-31 13F STERIS SHS USD G8473T100 25,023 -22,318 -47.14 5,144 -55.21 0.0045
2024-11-13 2024-09-30 13F STERIS SHS USD G8473T100 47,341 -16,975 -26.39 11,482 -18.68 0.0109
2024-08-13 2024-06-30 13F STERIS SHS USD G8473T100 64,316 3,520 5.79 14,120 3.30 0.0144
2024-05-13 2024-03-31 13F STERIS SHS USD G8473T100 60,796 60,796 13,668 0.0139
2023-05-15 2023-03-31 13F STERIS SHS USD G8473T100 0 -52,182 -100.00 0 -100.00
2023-02-09 2022-12-31 13F STERIS SHS USD G8473T100 52,182 2,024 4.04 9,638 15.56 0.0115
2022-11-14 2022-09-30 13F STERIS SHS USD G8473T100 50,158 -128,293 -71.89 8,340 -77.33 0.0108
2022-08-12 2022-06-30 13F STERIS SHS USD G8473T100 178,451 75,345 73.08 36,788 47.58 0.0454
2022-05-13 2022-03-31 13F STERIS SHS USD G8473T100 103,106 69,518 206.97 24,928 204.89 0.0255
2022-02-08 2021-12-31 13F STERIS SHS USD G8473T100 33,588 -18,108 -35.03 8,176 -22.58 0.0080
2021-11-15 2021-09-30 13F STERIS SHS USD G8473T100 51,696 -64,503 -55.51 10,560 -55.84 0.0114
2021-10-12 2021-06-30 13F/A-1 STERIS SHS USD G8473T100 116,199 -6,557 -5.34 23,914 2.27 0.0259
2021-08-16 2021-06-30 13F STERIS SHS USD G8473T100 116,199 -6,557 23,972 0.0247
2021-05-14 2021-03-31 13F STERIS SHS USD G8473T100 122,756 -13,880 -10.16 23,383 -9.71 0.0283
2021-02-02 2020-12-31 13F STERIS SHS USD G8473T100 136,636 81,956 149.88 25,898 168.82 0.0343
2020-11-05 2020-09-30 13F STERIS SHS USD G8473T100 54,680 -84,217 -60.63 9,634 -54.80 0.0154
2020-07-22 2020-06-30 13F STERIS SHS USD G8473T100 138,897 14,927 12.04 21,312 22.82 0.0369
2020-05-06 2020-03-31 13F STERIS SHS USD G8473T100 123,970 29,065 30.63 17,352 19.96 0.0393
2020-02-03 2019-12-31 13F STERIS SHS USD G8473T100 94,905 -74,712 -44.05 14,465 -40.98 0.0247
2019-11-04 2019-09-30 13F STERIS SHS USD G8473T100 169,617 165,226 3,762.83 24,508 3,647.40 0.0461
2019-07-30 2019-06-30 13F STERIS SHS USD G8473T100 4,391 -138 -3.05 654 12.76 0.0012
2019-06-19 2019-03-31 13F/A-1 STERIS SHS USD G8473T100 4,529 -94,657 -95.43 580 -94.53 0.0012
2019-05-09 2019-03-31 13F STERIS SHS USD G8473T100 4,529 580
2019-02-07 2018-12-31 13F STERIS SHS USD G84720104 99,186 52,333 111.70 10,598 97.72 0.0251
2018-10-25 2018-09-30 13F STERIS SHS USD G84720104 46,853 -50,182 -51.72 5,360 -47.40 0.0100
2018-08-02 2018-06-30 13F STERIS SHS USD G84720104 97,035 48,617 100.41 10,190 125.44 0.0211
2018-04-23 2018-03-31 13F STERIS SHS USD G84720104 48,418 39,002 414.21 4,520 448.54 0.0104
2018-02-08 2017-12-31 13F STERIS SHS USD G84720104 9,416 123 1.32 824 0.24 0.0020
2017-10-24 2017-09-30 13F STERIS SHS USD G84720104 9,293 -6,572 -41.42 822 -36.43 0.0021
2017-08-02 2017-06-30 13F STERIS SHS USD G84720104 15,865 7,272 84.63 1,293 116.58 0.0035
2017-05-02 2017-03-31 13F STERIS SHS USD G84720104 8,593 1,055 14.00 597 17.52 0.0017
2017-02-06 2016-12-31 13F STERIS SHS USD G84720104 7,538 14 0.19 508 -7.64 0.0015
2016-11-01 2016-09-30 13F STERIS SHS USD G84720104 7,524 348 4.85 550 11.56 0.0016
2016-08-04 2016-06-30 13F STERIS SHS USD G84720104 7,176 -66,281 -90.23 493 -90.55 0.0016
2016-05-10 2016-03-31 13F STERIS SHS USD G84720104 73,457 -14,459 -16.45 5,219 -21.21 0.0168
2016-05-04 2015-12-31 13F/A-1 STERIS SHS USD G84720104 87,916 48,079 120.69 6,624 155.95 0.0172
2016-02-03 2015-12-31 13F STERIS SHS USD G84720104 87,916 6,624
2015-11-05 2015-09-30 13F STERIS COM 859152100 39,837 -62,674 -61.14 2,588 -60.82 0.0075
2015-08-04 2015-06-30 13F STERIS COM 859152100 102,511 3,430 3.46 6,606 -5.11 0.0171
2015-05-04 2015-03-31 13F STERIS COM 859152100 99,081 11,940 13.70 6,962 23.20 0.0204
2015-02-13 2014-12-31 13F STERIS COM 859152100 87,141 -4,154 -4.55 5,651 14.72 0.0191
2014-11-12 2014-09-30 13F STERIS COM 859152100 91,295 19,594 27.33 4,926 28.45 0.0194
2014-08-11 2014-06-30 13F STERIS COM 859152100 71,701 -319 -0.44 3,835 11.51 0.0159
2014-05-12 2014-03-31 13F STERIS COM 859152100 72,020 10,753 17.55 3,439 16.81 0.0151
2014-08-08 2013-12-31 13F/A-1 STERIS COM 859152100 61,267 10,988 21.85 2,944 36.30 0.0143
2014-02-13 2013-12-31 13F STERIS COM 859152100 61,267 2,944
2013-11-12 2013-09-30 13F STERIS COM 859152100 50,279 3,424 7.31 2,160 7.52 0.0117
2013-08-12 2013-06-30 13F STERIS COM 859152100 46,855 46,855 2,009 0.0131
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.