Waters Corp
WAT- Exchange
- NYSE
- Industry
- Laboratory Analytical Instruments
- SEC CIK
- 0001000697
In the last 90 days, Waters Corp insiders filed 0 open-market purchases and 1 sale; 1,185 institutions reported holding it in 13F filings for Q2 2026, worth $37.3B in total; 3 superinvestors hold it, including Fundsmith and Viking Global Investors.
13F holders, Q2 2021
Institutional positions in Waters Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 634
- +41 vs. Q1 2021
- Shares held
- 54.8M
- +341.7K (+0.6%) vs. Q1 2021
- Total value
- $18.9B
- +$3.47B (+22.4%) vs. Q1 2021
- New holders
- 76
- 205 more added
- Sold out
- 35
- 206 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,185 | $37.3B |
| Q1 2026 | 1,178 | $29.1B |
| Q4 2025 | 808 | $21.9B |
| Q3 2025 | 755 | $17.2B |
| Q2 2025 | 771 | $20.4B |
| Q1 2025 | 765 | $21.2B |
| Q4 2024 | 761 | $21.2B |
| Q3 2024 | 697 | $20.3B |
| Q2 2024 | 695 | $16.5B |
| Q1 2024 | 689 | $20.1B |
| Q4 2023 | 674 | $19.4B |
| Q3 2023 | 651 | $15.7B |
| Q2 2023 | 647 | $15.0B |
| Q1 2023 | 678 | $16.8B |
| Q4 2022 | 654 | $18.2B |
| Q3 2022 | 644 | $14.5B |
| Q2 2022 | 654 | $17.7B |
| Q1 2022 | 661 | $16.9B |
| Q4 2021 | 667 | $20.4B |
| Q3 2021 | 658 | $19.5B |
| Q2 2021 | 634 | $18.9B |
| Q1 2021 | 600 | $15.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arcadia Investment Advisors LLC | 2 | $691 | 0.00% | +2 | New |
| CWM, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $2.00K | 0.00% | −1,289−99.6% | Reduced |
| Column Capital Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 7 | $2.42K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| Evoke Wealth, LLC | 9 | $3.00K | 0.00% | +6+200.0% | Added |
| Clearstead Advisors, LLC | 9 | $3.00K | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $3.00K | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 13 | $4.00K | 0.00% | −3−18.8% | Reduced |
| Brown Brothers Harriman & Co | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13 | $4.00K | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $5.00K | 0.00% | +15 | New |
| Gables Capital Management Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $7.00K | 0.00% | −1−4.2% | Reduced |
| Versant Capital Management, Inc | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 19 | $7.00K | 0.00% | +19 | New |
| CVA Family Office, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Sandy Spring Bank | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 25 | $8.64K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 32 | $11.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 33 | $11.4K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 38 | $13.0K | 0.00% | – | – |
| West Paces Advisors Inc. | 39 | $13.5K | 0.00% | −18−31.6% | Reduced |
| Loomis Sayles & Co L P | 40 | $14.0K | 0.00% | −66−62.3% | Reduced |
| Farmers & Merchants Investments Inc | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 43 | $15.0K | 0.01% | +43 | New |
| Assetmark, Inc | 48 | $17.0K | 0.00% | +10+26.3% | Added |
| Parkside Financial Bank & Trust | 52 | $18.0K | 0.01% | +4+8.3% | Added |
| Brewin Dolphin Ltd | 67 | $23.2K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 72 | $25.0K | 0.00% | +72 | New |
| TD Private Client Wealth LLC | 80 | $27.6K | 0.00% | −18−18.4% | Reduced |
| Exos Asset Management LLC | 83 | $29.0K | 0.02% | +83 | New |
| Dark Forest Capital Management LP | 91 | $31.0K | 0.01% | +91 | New |
| Covington Capital Management | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $33.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $34.0K | 0.01% | −1−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 100 | $34.6K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $36.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 118 | $41.0K | 0.00% | +47+66.2% | Added |
| Allworth Financial LP | 125 | $43.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 124 | $43.0K | 0.01% | +124 | New |
| Rosenberg Matthew Hamilton | 130 | $45.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 139 | $48.0K | 0.02% | +139 | New |
| Itau Unibanco Holding S.A. | 145 | $50.0K | 0.00% | +145 | New |
| FinTrust Capital Advisors, LLC | 149 | $51.0K | 0.01% | −38−20.3% | Reduced |
| Optimum Investment Advisors | 150 | $52.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $59.3K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 181 | $61.0K | 0.00% | −57−23.9% | Reduced |
| Berman Capital Advisors, LLC | 179 | $61.0K | 0.01% | +35+24.3% | Added |
| Reilly Financial Advisors, LLC | 180 | $62.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 191 | $66.0K | 0.13% | −106−35.7% | Reduced |
| Penserra Capital Management LLC | 202 | $69.0K | 0.00% | +47+30.3% | Added |
| Tobam | 211 | $73.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 250 | $86.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 249 | $86.0K | 0.00% | +169+211.2% | Added |
| Proequities, Inc. | 255 | $88.0K | 0.01% | −4−1.5% | Reduced |
| Ci Investments Inc. | 276 | $95.0K | 0.00% | −81−22.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 292 | $101.0K | 0.00% | +3+1.0% | Added |
| Piscataqua Savings Bank | 290 | $101.0K | 0.09% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $104.0K | 0.00% | −110−26.8% | Reduced |
| Salem Investment Counselors Inc | 300 | $104.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 310 | $107.1K | 0.00% | −2−0.6% | Reduced |
| Whittier Trust Co | 322 | $111.0K | 0.00% | −5−1.5% | Reduced |
| Belpointe Asset Management LLC | 326 | $113.0K | 0.01% | +326 | New |
| Oakworth Capital, Inc. | 337 | $116.0K | 0.01% | 00.0% | Unchanged |
| Hexavest Inc. | 364 | $126.0K | 0.01% | −8,060−95.7% | Reduced |
| Harvest Fund Management Co., Ltd | 374 | $129.0K | 0.01% | +100+36.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 376 | $130.0K | 0.00% | +1+0.3% | Added |
| Leonteq Securities AG | 387 | $133.8K | 0.01% | +63+19.4% | Added |
| Central Trust Co | 400 | $139.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 405 | $140.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 424 | $147.0K | 0.01% | +48+12.8% | Added |