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 |
|---|---|---|---|---|---|
| Wealth Alliance | 738 | $255.0K | 0.06% | +738 | New |
| Altavista Wealth Management, Inc. | 730 | $252.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 720 | $249.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 718 | $248.0K | 0.03% | −65−8.3% | Reduced |
| Umb Bank N A | 708 | $245.0K | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 705 | $244.0K | 0.05% | −1,146−61.9% | Reduced |
| People's United Financial, Inc. | 706 | $244.0K | 0.01% | −25−3.4% | Reduced |
| Coldstream Capital Management Inc | 707 | $244.0K | 0.01% | +707 | New |
| Avestar Capital, LLC | 702 | $243.0K | 0.05% | +702 | New |
| Quantedge Capital Pte Ltd | 700 | $242.0K | 0.12% | +700 | New |
| Harbour Investments, Inc. | 694 | $240.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 684 | $236.0K | 0.04% | +684 | New |
| Intersect Capital LLC | 681 | $235.0K | 0.04% | +681 | New |
| Fifth Third Bancorp | 677 | $234.0K | 0.00% | +6+0.9% | Added |
| Verition Fund Management LLC | 660 | $228.0K | 0.00% | +660 | New |
| Bigelow Investment Advisors, LLC | 654 | $226.0K | 0.11% | +654 | New |
| Associated Banc-Corp | 646 | $223.0K | 0.01% | +646 | New |
| Walleye Capital LLC | 640 | $221.0K | 0.01% | +640 | New |
| BSW Wealth Partners | 630 | $218.0K | 0.06% | +630 | New |
| Signaturefd, LLC | 627 | $217.0K | 0.01% | +33+5.6% | Added |
| Ridgewood Investments LLC | 606 | $210.0K | 0.13% | +606 | New |
| Bedel Financial Consulting, Inc. | 600 | $207.0K | 0.07% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 600 | $207.0K | 0.01% | +600 | New |
| BLB&B Advisors, LLC | 600 | $207.0K | 0.01% | +600 | New |
| Birch Hill Investment Advisors LLC | 600 | $207.0K | 0.01% | +600 | New |
| Quadrant Capital Group LLC | 593 | $205.0K | 0.03% | +1+0.2% | Added |
| Prudential PLC | 588 | $203.0K | 0.00% | +588 | New |
| Wolverine Trading, LLC | 580 | $200.0K | 0.01% | +580 | New |
| Sugarloaf Wealth Management, LLC | 541 | $187.0K | 0.05% | 00.0% | Unchanged |
| Grace Capital | 500 | $173.0K | 0.12% | −200−28.6% | Reduced |
| Cacti Asset Management LLC | 500 | $169.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 448 | $154.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 424 | $147.0K | 0.01% | +48+12.8% | Added |
| Charter Oak Capital Management, LLC | 405 | $140.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 400 | $139.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 387 | $133.8K | 0.01% | +63+19.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 376 | $130.0K | 0.00% | +1+0.3% | Added |
| Harvest Fund Management Co., Ltd | 374 | $129.0K | 0.01% | +100+36.5% | Added |
| Hexavest Inc. | 364 | $126.0K | 0.01% | −8,060−95.7% | Reduced |
| Oakworth Capital, Inc. | 337 | $116.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 326 | $113.0K | 0.01% | +326 | New |
| Whittier Trust Co | 322 | $111.0K | 0.00% | −5−1.5% | Reduced |
| American Portfolios Advisors | 310 | $107.1K | 0.00% | −2−0.6% | Reduced |
| Washington Trust Co | 300 | $104.0K | 0.00% | −110−26.8% | Reduced |
| Salem Investment Counselors Inc | 300 | $104.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ci Investments Inc. | 276 | $95.0K | 0.00% | −81−22.7% | Reduced |
| Proequities, Inc. | 255 | $88.0K | 0.01% | −4−1.5% | Reduced |
| 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 |
| Tobam | 211 | $73.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 202 | $69.0K | 0.00% | +47+30.3% | Added |
| Newfound Research LLC | 191 | $66.0K | 0.13% | −106−35.7% | Reduced |
| Reilly Financial Advisors, LLC | 180 | $62.0K | 0.01% | 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 |
| Global Financial Private Client, LLC | 168 | $59.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $52.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 149 | $51.0K | 0.01% | −38−20.3% | Reduced |
| Itau Unibanco Holding S.A. | 145 | $50.0K | 0.00% | +145 | New |
| Castleview Partners, LLC | 139 | $48.0K | 0.02% | +139 | New |
| Rosenberg Matthew Hamilton | 130 | $45.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $43.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 124 | $43.0K | 0.01% | +124 | New |
| CX Institutional | 118 | $41.0K | 0.00% | +47+66.2% | Added |
| Trustcore Financial Services, LLC | 105 | $36.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 100 | $34.6K | 0.02% | 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 |
| Smithfield Trust Co | 96 | $33.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 91 | $31.0K | 0.01% | +91 | New |
| Exos Asset Management LLC | 83 | $29.0K | 0.02% | +83 | New |
| TD Private Client Wealth LLC | 80 | $27.6K | 0.00% | −18−18.4% | Reduced |
| Fred Alger Management, LLC | 72 | $25.0K | 0.00% | +72 | New |
| Brewin Dolphin Ltd | 67 | $23.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $18.0K | 0.01% | +4+8.3% | Added |
| Assetmark, Inc | 48 | $17.0K | 0.00% | +10+26.3% | Added |
| Prestige Wealth Management Group LLC | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 43 | $15.0K | 0.01% | +43 | New |
| 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 |
| West Paces Advisors Inc. | 39 | $13.5K | 0.00% | −18−31.6% | Reduced |
| FormulaFolio Investments, LLC | 38 | $13.0K | 0.00% | – | – |
| Atlas Capital Advisors LLC | 33 | $11.4K | 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 |
| Sutton Wealth Advisors Inc. | 29 | $10.0K | 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 |
| 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 |
| Credential Qtrade Securities Inc. | 25 | $8.64K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |