Filing Research | STE - Steris PLC Institutional Holdings

Snapshot holdings

50 / 179 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	355.2KSH	$74.8M
2	Boston Trust Walden Corp	Shares	300.4KSH	$63.3M
3	Swedbank AB	Shares	217.3KSH	$45.7M
4	CONGRESS ASSET MANAGEMENT CO	Shares	171.0KSH	$36.0M
5	BENJAMIN EDWARDS INC	Shares	113.1KSH	$23.8M
6	Rathbones Group PLC	Shares	98.0KSH	$20.6M
7	Foster Victor Wealth Advisors, LLC	Shares	89.5KSH	$18.7M
8	Addenda Capital Inc.	Shares	78.1KSH	$16.4M
9	Assenagon Asset Management S.A.	Shares	76.4KSH	$16.1M
10	GHP Investment Advisors, Inc.	Shares	70.5KSH	$14.8M
11	Perpetual Ltd	Shares	63.2KSH	$13.3M
12	CARDEROCK CAPITAL MANAGEMENT INC	Shares	40.1KSH	$8.4M
13	BDF-GESTION	Shares	6.7KSH	$6.9M
14	McCollum Christoferson Group LLC	Shares	32.7KSH	$6.9M
15	Sequoia Financial Advisors, LLC	Shares	30.3KSH	$6.4M
16	LaFleur & Godfrey LLC	Shares	30.1KSH	$6.3M
17	Czech National Bank	Shares	27.9KSH	$5.9M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.2KSH	$5.6M
19	Mirae Asset Global Investments Co., Ltd.	Shares	23.5KSH	$4.9M
20	Robeco Institutional Asset Management B.V.	Shares	22.4KSH	$4.7M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.7KSH	$4.6M
22	IFM Investors Pty Ltd	Shares	21.2KSH	$4.5M
23	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	18.9KSH	$4.0M
24	Strong Tower Advisory Services	Shares	14.9KSH	$3.1M
25	Police & Firemen's Retirement System of New Jersey	Shares	14.8KSH	$3.1M
26	Comprehensive Financial Consultants Institutional, Inc.	Shares	13.2KSH	$2.8M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.0KSH	$2.7M
28	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.3KSH	$2.6M
29	Ipswich Investment Management Co., Inc.	Shares	11.5KSH	$2.4M
30	Fortune Financial Advisors, LLC	Shares	10.1KSH	$2.1M
31	Taylor Frigon Capital Management LLC	Shares	6.4KSH	$1.4M
32	Crossmark Global Holdings, Inc.	Shares	6.4KSH	$1.4M
33	MIZUHO SECURITIES USA LLC	Shares	5.9KSH	$1.3M
34	Y-Intercept (Hong Kong) Ltd	Shares	6.2KSH	$1.3M
35	HARBOR INVESTMENT ADVISORY, LLC	Shares	6.1KSH	$1.3M
36	Park Edge Advisors, LLC	Shares	5.9KSH	$1.2M
37	FSM Wealth Advisors, LLC	Shares	5.8KSH	$1.2M
38	ABN AMRO INVESTMENT SOLUTIONS	Shares	5.4KSH	$1.1M
39	Louisiana State Employees Retirement System	Shares	5.0KSH	$1.1M
40	Diversified Trust Co	Shares	4.3KSH	$907.3K
41	Penobscot Investment Management Company, Inc.	Shares	4.0KSH	$849.6K
42	Merit Financial Group, LLC	Shares	4.0KSH	$843.3K
43	Sierra Legacy Group	Shares	3.6KSH	$768.6K
44	QRG CAPITAL MANAGEMENT, INC.	Shares	3.5KSH	$729.3K
45	Fideuram Asset Management (Ireland) dac	Shares	3.6KSH	$723.0K
46	Mediolanum International Funds Ltd	Shares	3.3KSH	$705.6K
47	Fifth Third Wealth Advisors LLC	Shares	3.1KSH	$660.1K
48	GREENLEAF TRUST	Shares	3.1KSH	$645.4K
49	Farther Finance Advisors, LLC	Shares	3.0KSH	$627.8K
50	Lakeridge Wealth Management LLC	Shares	2.9KSH	$607.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 202 loaded

#		Instrument
1	Addenda Capital Inc. added	Shares	+30.1K	+$5.8M	$16.4M
2	Assenagon Asset Management S.A. added	Shares	+27.6K	+$5.3M	$16.1M
3	BDF-GESTION trimmed	Shares	-754	+$5.3M	$6.9M
4	CONGRESS ASSET MANAGEMENT CO added	Shares	+20.5K	+$2.7M	$36.0M
5	FENIMORE ASSET MANAGEMENT INC added	Shares	+28.6K	+$2.6M	$74.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.7K	+$1.6M	$5.6M
7	Perpetual Ltd added	Shares	+8.4K	+$1.2M	$13.3M
8	McCollum Christoferson Group LLC added	Shares	+5.8K	+$944.2K	$6.9M
9	Fideuram Asset Management (Ireland) dac new	Shares	+3.6K	+$723.0K	$723.0K
10	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+2.7K	+$462.6K	$2.8M
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.9K	+$391.5K	$391.5K
12	Sivia Capital Partners, LLC new	Shares	+1.8K	+$385.6K	$385.6K
13	Crossmark Global Holdings, Inc. added	Shares	+1.9K	+$347.8K	$1.4M
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.4K	+$291.7K	$4.9M
15	IFM Investors Pty Ltd added	Shares	+2.3K	+$287.2K	$4.5M
16	Generali Investments, Management Co LLC new	Shares	+1.2K	+$262.2K	$262.2K
17	NorthCrest Asset Manangement, LLC added	Shares	+1.2K	+$259.6K	$503.0K
18	Fortune Financial Advisors, LLC added	Shares	+1.6K	+$251.4K	$2.1M
19	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+1.1K	+$226.4K	$226.4K
20	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.3K	+$223.9K	$1.1M
21	MISSION WEALTH MANAGEMENT, LP new	Shares	+1.0K	+$217.0K	$217.0K
22	Sequoia Financial Advisors, LLC added	Shares	+2.3K	+$193.9K	$6.4M
23	Diversified Trust Co added	Shares	+771	+$125.0K	$907.3K
24	Aaron Wealth Advisors LLC added	Shares	+598	+$113.7K	$370.2K
25	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+804	+$113.5K	$1.3M
26	Curated Wealth Partners LLC new	Shares	+13.0K	+$106.4K	$106.4K
27	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+492	+$89.3K	$388.5K
28	Versant Capital Management, Inc added	Shares	+389	+$77.4K	$171.0K
29	Park Edge Advisors, LLC added	Shares	+608	+$72.4K	$1.2M
30	Venturi Wealth Management, LLC added	Shares	+374	+$60.1K	$450.4K
31	Portside Wealth Group, LLC added	Shares	+326	+$49.4K	$452.1K
32	SIGNATUREFD, LLC added	Shares	+223	+$38.8K	$209.5K
33	FULTON BANK, N.A. added	Shares	+272	+$29.7K	$606.7K
34	ELEVATION WEALTH PARTNERS, LLC added	Shares	+113	+$23.7K	$25.9K
35	True Wealth Design, LLC added	Shares	+118	+$22.7K	$67.4K
36	SJS Investment Consulting Inc. added	Shares	+111	+$22.7K	$36.9K
37	Dynamic Advisor Solutions LLC added	Shares	+169	+$22.0K	$305.3K
38	Balefire, LLC added	Shares	+146	+$18.9K	$267.0K
39	Activest Wealth Management added	Shares	+65	+$13.6K	$15.8K
40	Crewe Advisors LLC new	Shares	+41	+$8.6K	$8.6K
41	HIGHLINE WEALTH PARTNERS LLC added	Shares	+40	+$8.4K	$9.5K
42	Wealth Enhancement Trust Services, Inc. new	Shares	+37	+$7.8K	$7.8K
43	Cape Investment Advisory, Inc. new	Shares	+33	+$6.9K	$6.9K
44	GODSEY & GIBB, INC new	Shares	+22	+$4.6K	$4.6K
45	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+65	+$4.2K	$202.1K
46	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+106	+$4.1K	$386.0K
47	High Note Wealth, LLC new	Shares	+19	+$4.0K	$4.0K
48	Creative Capital Management Investments LLC new	Shares	+18	+$3.8K	$3.8K
49	HARVEY INVESTMENT CO LLC added	Shares	+14.8K	+$2.1K	$24.4K
50	FSM Wealth Advisors, LLC added	Shares	+287	+$1.8K	$1.2M

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