STERIS plc
US ˙ NYSE

SecuritySTE / STERIS plc
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership680 shares
Latest Disclosed Value $ 146,412
SRS Capital Advisors, Inc. reports 45.61% increase in ownership of STE / STERIS plc

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 680 shares of STERIS plc (US:STE) valued at $150,368 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 467 shares of STERIS plc. This represents a change in shares of 45.61% during the quarter. The current value of the position is $144,398 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 680 213 45.61 146 23.73 0.0041
2026-02-13 2025-12-31 13F STERIS SHS USD G8473T100 467 -14,298 -96.84 118 -96.77 0.0034
2025-11-14 2025-09-30 13F STERIS SHS USD G8473T100 14,765 13,879 1,566.48 3,654 1,623.11 0.0524
2025-08-12 2025-06-30 13F STERIS SHS USD G8473T100 886 -606 -40.62 213 -37.28 0.0098
2025-05-15 2025-03-31 13F STERIS SHS USD G8473T100 1,492 688 85.57 338 104.85 0.0217
2025-02-05 2024-12-31 13F STERIS SHS USD G8473T100 804 -27 -3.25 165 -17.91 0.0104
2024-11-06 2024-09-30 13F STERIS SHS USD G8473T100 831 89 11.99 201 24.07 0.0180
2024-08-06 2024-06-30 13F STERIS SHS USD G8473T100 742 -22 -2.88 163 -5.26 0.0159
2024-05-14 2024-03-31 13F STERIS SHS USD G8473T100 764 0 0.00 172 2.40 0.0181
2024-02-06 2023-12-31 13F STERIS SHS USD G8473T100 764 325 74.03 168 73.96 0.0187
2023-11-14 2023-09-30 13F STERIS SHS USD G8473T100 439 24 5.78 96 3.23 0.0120
2023-08-14 2023-06-30 13F STERIS SHS USD G8473T100 415 -16 -3.71 93 13.41 0.0119
2023-05-16 2023-03-31 13F STERIS SHS USD G8473T100 431 24 5.90 82 9.33 0.0109
2023-02-24 2022-12-31 13F STERIS SHS USD G8473T100 407 -21 -4.91 75 5.63 0.0104
2022-11-03 2022-09-30 13F STERIS SHS USD G8473T100 428 12 2.88 71 -17.44 0.0112
2022-08-22 2022-06-30 13F STERIS SHS USD G8473T100 416 -1 -0.24 86 -14.85 0.0130
2022-05-12 2022-03-31 13F STERIS SHS USD G8473T100 417 -3 -0.71 101 -0.98 0.0135
2022-02-08 2021-12-31 13F STERIS SHS USD G8473T100 420 -31 -6.87 102 10.87 0.0129
2021-11-05 2021-09-30 13F STERIS SHS USD G8473T100 451 1 0.22 92 -1.08 0.0126
2021-08-02 2021-06-30 13F STERIS SHS USD G8473T100 450 65 16.88 93 27.40 0.0127
2021-02-03 2020-12-31 13F STERIS SHS USD G8473T100 385 14 3.77 73 12.31 0.0108
2020-11-12 2020-09-30 13F STERIS SHS USD G8473T100 371 24 6.92 65 22.64 0.0110
2020-08-06 2020-06-30 13F STERIS SHS USD G8473T100 347 -5 -1.42 53 8.16 0.0094
2020-05-13 2020-03-31 13F STERIS SHS USD G8473T100 352 -23 -6.13 49 -14.04 0.0113
2020-02-07 2019-12-31 13F STERIS SHS USD G8473T100 375 -26 -6.48 57 -1.72 0.0164
2019-11-01 2019-09-30 13F STERIS SHS USD G8473T100 401 0 0.00 58 -3.33 0.0175
2019-08-08 2019-06-30 13F STERIS SHS USD G8473T100 401 -24 -5.65 60 33.33 0.0200
2019-02-06 2018-12-31 13F STERIS SHS USD G84720104 425 -17 -3.85 45 -11.76 0.0179
2018-11-05 2018-09-30 13F STERIS SHS USD G84720104 442 442 51 0.0206
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.