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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Waters Corp as of Sep 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
658
+35 vs. Q2 2021
Shares held
54.4M
+114.2K (+0.2%) vs. Q2 2021
Total value
$19.5B
+$690.2M (+3.7%) vs. Q2 2021
New holders
78
245 more added
Sold out
43
204 more reduced

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 658 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 heldQ3 2021: $19.5B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2021.

Institutions holding WAT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 Investments LLC2$1.00K0.00%−3−60.0%Reduced
Longfellow Investment Management Co LLC1$1.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC4$1.00K0.00%+4New
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
Raffa Wealth Management, LLC7$2.50K0.00%00.0%Unchanged
Aua Capital Management, LLC7$3.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC9$3.00K0.00%+9New
Baystate Wealth Management LLC10$4.00K0.00%−30−75.0%Reduced
Financial Management Professionals, Inc.12$4.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC10$4.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC11$4.00K0.00%+11New
Syverson Strege & Co10$4.00K0.00%+10New
Johnson Financial Group, Inc.15$5.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP13$5.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$5.00K0.00%00.0%Unchanged
Consolidated Planning Corp13$5.00K0.00%+13New
Fieldpoint Private Securities, LLC17$6.00K0.00%+3+21.4%Added
Gables Capital Management Inc.18$6.00K0.00%00.0%Unchanged
Pacifica Partners Inc.15$6.00K0.00%00.0%Unchanged
MV Capital Management, Inc.16$6.00K0.00%+7+77.8%Added
Sonora Investment Management, LLC18$6.00K0.00%+18New
Versant Capital Management, Inc19$7.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC20$7.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc19$7.00K0.00%+19New
Koshinski Asset Management, Inc.22$7.86K0.00%+22New
Sandy Spring Bank22$8.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC22$8.00K0.00%00.0%Unchanged
Creative Financial Designs Inc21$8.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.21$8.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.24$8.00K0.00%+1+4.3%Added
Credential Qtrade Securities Inc.25$8.93K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$9.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC26$9.00K0.00%00.0%Unchanged
Ellevest, Inc.24$9.00K0.00%+14+140.0%Added
Cahill Financial Advisors Inc25$9.00K0.00%+25New
First Horizon Advisors, Inc.27$10.0K0.00%+27New
Sutton Wealth Advisors Inc.29$10.4K0.00%00.0%Unchanged
Earnest Partners LLC32$11.0K0.00%00.0%Unchanged
Eukles Asset Management32$11.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC33$11.8K0.00%00.0%Unchanged
West Paces Advisors Inc.39$13.9K0.00%00.0%Unchanged
Zions Bancorporation, N.A.43$15.0K0.00%−1,851−97.7%Reduced
Prestige Wealth Management Group LLC44$16.0K0.00%00.0%Unchanged
Assetmark, Inc48$17.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust52$18.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc52$19.0K0.01%+52New
Farmers & Merchants Investments Inc56$20.0K0.00%+15+36.6%Added
TCI Wealth Advisors, Inc.62$22.0K0.00%+34+121.4%Added
D'Orazio & Associates, Inc.63$23.0K0.01%+63New
Brewin Dolphin Ltd67$23.9K0.00%00.0%Unchanged
Loomis Sayles & Co L P66$24.0K0.00%+26+65.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA70$25.0K0.03%+70New
Brown Brothers Harriman & Co72$26.0K0.00%+60+500.0%Added
Carroll Financial Associates, Inc.84$30.0K0.00%−165−66.3%Reduced
TD Private Client Wealth LLC88$31.4K0.00%+8+10.0%Added
Covington Capital Management93$33.0K0.00%00.0%Unchanged
Smithfield Trust Co96$34.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$35.0K0.00%00.0%Unchanged
Cascade Investment Advisors, Inc.100$35.7K0.02%00.0%Unchanged
South Dakota Investment Council100$36.0K0.00%−1,200−92.3%Reduced
Mine & Arao Wealth Creation & Management, LLC.100$36.0K0.02%00.0%Unchanged
Glassman Wealth Services103$37.0K0.01%+4+4.0%Added
First Quadrant L P103$37.0K0.00%+103New
Asset Dedication, LLC108$39.0K0.01%+8+8.0%Added
Trustcore Financial Services, LLC119$43.0K0.00%+14+13.3%Added
CX Institutional126$45.0K0.00%+8+6.8%Added
Rosenberg Matthew Hamilton130$46.0K0.02%00.0%Unchanged
Carderock Capital Management Inc140$50.0K0.01%+140New
FinTrust Capital Advisors, LLC149$53.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund151$54.0K0.00%−14,000−98.9%Reduced
Optimum Investment Advisors150$54.0K0.02%00.0%Unchanged
Allworth Financial LP155$55.0K0.00%+30+24.0%Added
Optiver Holding B.V.155$55.0K0.00%+155New
Migdal Insurance & Financial Holdings Ltd.157$56.0K0.00%+157New
Global Financial Private Client, LLC168$60.1K0.03%00.0%Unchanged
IFP Advisors, Inc166$62.0K0.00%−15−8.3%Reduced
Reilly Financial Advisors, LLC180$64.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.200$71.0K0.00%+200New
Benjamin F. Edwards & Company, Inc.200$71.0K0.00%+200New
Washington Trust Co202$72.0K0.00%−98−32.7%Reduced
Evoke Wealth, LLC203$72.0K0.00%+194+2,155.6%Added
Berman Capital Advisors, LLC208$74.0K0.01%+29+16.2%Added
Tobam211$75.0K0.00%00.0%Unchanged
Penserra Capital Management LLC223$79.0K0.00%+21+10.4%Added
Itau Unibanco Holding S.A.222$79.0K0.00%+77+53.1%Added
Harel Insurance Investments & Financial Services Ltd.235$84.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC242$86.0K0.05%+242New
Kistler-Tiffany Companies, LLC250$89.0K0.02%00.0%Unchanged
Fred Alger Management, LLC257$92.0K0.00%+185+256.9%Added
Piscataqua Savings Bank290$104.0K0.09%00.0%Unchanged
Northwestern Mutual Wealth Management Co292$105.0K0.00%00.0%Unchanged
Proequities, Inc.299$107.0K0.01%+44+17.3%Added
Pinebridge Investments, L.P.312$111.0K0.00%−1,554−83.3%Reduced
Whittier Trust Co322$115.0K0.00%00.0%Unchanged
Belpointe Asset Management LLC326$116.0K0.01%00.0%Unchanged
State of Wyoming327$117.0K0.08%+284+660.5%Added
Oakworth Capital, Inc.337$120.0K0.01%00.0%Unchanged
American Portfolios Advisors344$122.9K0.00%+34+11.0%Added