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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.

Institutional holdersQ2 2021: 634 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ2 2021: $18.9B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2021.

Institutions holding WAT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Creative Financial Designs Inc21$7.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.21$7.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC20$7.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.23$7.00K0.00%−1−4.2%Reduced
Versant Capital Management, Inc19$7.00K0.00%00.0%Unchanged
1832 Asset Management L.P.19$7.00K0.00%+19New
CVA Family Office, LLC20$7.00K0.00%+20New
Gables Capital Management Inc.18$6.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC14$6.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.15$5.00K0.00%00.0%Unchanged
Pacifica Partners Inc.15$5.00K0.00%+15New
HighMark Wealth Management LLC13$4.00K0.00%−3−18.8%Reduced
Brown Brothers Harriman & Co12$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.12$4.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP13$4.00K0.00%+13New
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Ellevest, Inc.10$3.00K0.00%+1+11.1%Added
Evoke Wealth, LLC9$3.00K0.00%+6+200.0%Added
Clearstead Advisors, LLC9$3.00K0.00%+9New
MV Capital Management, Inc.9$3.00K0.00%+9New
Raffa Wealth Management, LLC7$2.42K0.00%00.0%Unchanged
PEAK6 Investments LLC5$2.00K0.00%−1,289−99.6%Reduced
Column Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.6$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC7$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC7$2.00K0.00%00.0%Unchanged
Standard Family Office LLC5$2.00K0.00%00.0%Unchanged
Beck Bode, LLC7$2.00K0.00%+7New
CWM, LLC3$1.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC1$1.00K0.00%00.0%Unchanged
Arcadia Investment Advisors LLC2$6910.00%+2New
Sofos Investments, Inc.31––−2−6.1%Reduced
Harel Insurance Investments & Financial Services Ltd.235––+235New
Generation Investment Management LLP0$00.00%−321,776−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−234,322−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−92,090−100.0%Sold out
Ergoteles LLC0$00.00%−11,632−100.0%Sold out
Capital Fund Management S.A.0$00.00%−11,572−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−5,569−100.0%Sold out
Natixis0$00.00%−5,029−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−4,588−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−4,154−100.0%Sold out
Toews Corp0$00.00%−3,400−100.0%Sold out
FORA Capital, LLC0$00.00%−2,744−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−2,644−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−2,061−100.0%Sold out
Jefferies Group LLC0$00.00%−2,004−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,793−100.0%Sold out
Jump Financial, LLC0$00.00%−1,324−100.0%Sold out
XTX Topco Ltd0$00.00%−936−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−841−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−835−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−811−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−732−100.0%Sold out
Simplex Trading, LLC0$00.00%−353−100.0%Sold out
Sowell Financial Services LLC0$00.00%−243−100.0%Sold out
Quantbot Technologies LP0$00.00%−126−100.0%Sold out
MCF Advisors LLC0$00.00%−120−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−59−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−28−100.0%Sold out
Canton Hathaway, LLC0$00.00%−22−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−15−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−13−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−10−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−7−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−3−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−2−100.0%Sold out
FIL Ltd0$00.00%−1−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Investment Counsel Inc.––––Not filed
Bokf, NA––––Not filed
TCF National Bank––––Not filed
WealthStone, Inc.––––Not filed
CSat Investment Advisory, L.P.––––Not filed
New Capital Management LP––––Not filed