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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 350 | $125.0K | 0.01% | +50+16.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $134.0K | 0.00% | −1−0.3% | Reduced |
| Central Trust Co | 400 | $143.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 405 | $145.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 440 | $157.0K | 0.01% | +16+3.8% | Added |
| 1832 Asset Management L.P. | 432 | $159.0K | 0.00% | +413+2,173.7% | Added |
| FourThought Financial, LLC | 448 | $160.0K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 488 | $174.0K | 0.09% | +488 | New |
| Cacti Asset Management LLC | 500 | $179.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 541 | $193.0K | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 563 | $201.0K | 0.01% | −1,773−75.9% | Reduced |
| Brighton Jones LLC | 567 | $203.0K | 0.01% | +567 | New |
| Tokio Marine Asset Management Co Ltd | 567 | $203.0K | 0.02% | +567 | New |
| Cetera Advisors LLC | 588 | $210.0K | 0.00% | +588 | New |
| Waldron Private Wealth LLC | 592 | $211.0K | 0.01% | +592 | New |
| Schwartz Investment Counsel Inc | 600 | $214.0K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 600 | $214.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 600 | $214.0K | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 602 | $215.0K | 0.04% | −100−14.2% | Reduced |
| Ridgewood Investments LLC | 606 | $217.0K | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 608 | $217.0K | 0.03% | +608 | New |
| Tower Research Capital LLC (TRC) | 609 | $218.0K | 0.01% | −1,220−66.7% | Reduced |
| Quadrant Capital Group LLC | 614 | $219.0K | 0.03% | +21+3.5% | Added |
| Sentry Investment Management LLC | 628 | $224.0K | 0.07% | −92−12.8% | Reduced |
| Cresset Asset Management, LLC | 634 | $226.0K | 0.00% | +634 | New |
| Associated Banc-Corp | 644 | $230.0K | 0.01% | −2−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 645 | $230.0K | 0.01% | +645 | New |
| Siemens Fonds Invest GmbH | 653 | $233.0K | 0.02% | +653 | New |
| Bigelow Investment Advisors, LLC | 654 | $234.0K | 0.12% | 00.0% | Unchanged |
| People's United Financial, Inc. | 680 | $243.0K | 0.01% | −26−3.7% | Reduced |
| Harbour Investments, Inc. | 688 | $246.0K | 0.01% | −6−0.9% | Reduced |
| Wealth Alliance | 693 | $247.0K | 0.06% | −45−6.1% | Reduced |
| Quantedge Capital Pte Ltd | 700 | $250.0K | 0.12% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 700 | $250.0K | 0.04% | +700 | New |
| Columbia Asset Management | 705 | $252.0K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 708 | $253.0K | 0.01% | 00.0% | Unchanged |
| Barings LLC | 710 | $254.0K | 0.01% | +710 | New |
| Grace Capital | 700 | $257.0K | 0.16% | +200+40.0% | Added |
| Checchi Capital Advisers, LLC | 721 | $258.0K | 0.03% | +3+0.4% | Added |
| Empirical Finance, LLC | 728 | $260.0K | 0.04% | +44+6.4% | Added |
| Altavista Wealth Management, Inc. | 734 | $262.0K | 0.06% | +4+0.5% | Added |
| Signaturefd, LLC | 735 | $263.0K | 0.01% | +108+17.2% | Added |
| Davy Global Fund Management Ltd | 747 | $267.0K | 0.04% | −351−32.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 750 | $268.0K | 0.14% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $269.0K | 0.07% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 761 | $271.0K | 0.03% | −48−5.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 760 | $272.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 765 | $273.0K | 0.10% | −25−3.2% | Reduced |
| NorthRock Partners, LLC | 768 | $274.0K | 0.02% | +3+0.4% | Added |
| National Asset Management, Inc. | 775 | $277.0K | 0.01% | +4+0.5% | Added |
| Harvest Fund Management Co., Ltd | 776 | $277.0K | 0.06% | +402+107.5% | Added |
| Manchester Capital Management LLC | 785 | $280.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 788 | $282.0K | 0.00% | +111+16.4% | Added |
| Deseret Mutual Benefit Administrators | 797 | $285.0K | 0.05% | +673+542.7% | Added |
| Ipswich Investment Management Co., Inc. | 800 | $286.0K | 0.07% | −35−4.2% | Reduced |
| Marshall Wace North America L.P. | 801 | $286.0K | 0.00% | +801 | New |
| Ieq Capital, LLC | 807 | $288.0K | 0.01% | +807 | New |
| Claret Asset Management Corp | 817 | $292.0K | 0.05% | −90−9.9% | Reduced |
| Cerity Partners LLC | 821 | $293.0K | 0.01% | −1−0.1% | Reduced |
| Corient Capital Partners, LLC | 824 | $294.0K | 0.02% | +45+5.8% | Added |
| Conning Inc. | 825 | $295.0K | 0.01% | −136−14.2% | Reduced |
| Ameritas Investment Partners, Inc. | 826 | $295.0K | 0.01% | −55−6.2% | Reduced |
| Advisory Services Network, LLC | 831 | $296.0K | 0.01% | +45+5.7% | Added |
| Boston Family Office LLC | 840 | $300.0K | 0.02% | 00.0% | Unchanged |
| Leuthold Group, LLC | 848 | $303.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 851 | $304.0K | 0.02% | −300−26.1% | Reduced |
| Woodmont Investment Counsel LLC | 850 | $304.0K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 850 | $304.0K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 865 | $309.0K | 0.04% | +11+1.3% | Added |
| Convergence Investment Partners, LLC | 866 | $309.0K | 0.17% | +49+6.0% | Added |
| Endurance Wealth Management, Inc. | 880 | $314.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 887 | $317.0K | 0.00% | −370−29.4% | Reduced |
| Altshuler Shaham Ltd | 897 | $322.0K | 0.00% | −214−19.3% | Reduced |
| Birchcreek Wealth Management, LLC | 900 | $322.0K | 0.30% | 00.0% | Unchanged |
| Vestcor Inc | 909 | $325.0K | 0.01% | −135−12.9% | Reduced |
| Intersect Capital LLC | 922 | $329.0K | 0.06% | +241+35.4% | Added |
| Mutual Advisors, LLC | 922 | $329.0K | 0.02% | +922 | New |
| Greenleaf Trust | 930 | $332.0K | 0.00% | +20+2.2% | Added |
| Rockland Trust Co | 936 | $334.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 934 | $334.0K | 0.29% | +39+4.4% | Added |
| Moneta Group Investment Advisors LLC | 935 | $334.0K | 0.02% | +935 | New |
| Allen Investment Management LLC | 943 | $337.0K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 942 | $337.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 981 | $351.0K | 0.04% | −4,847−83.2% | Reduced |
| Lido Advisors, LLC | 998 | $356.0K | 0.01% | +7+0.7% | Added |
| Trust Co of Virginia | 1,000 | $357.0K | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,013 | $362.0K | 0.22% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,015 | $363.0K | 0.02% | +239+30.8% | Added |
| Orion Portfolio Solutions, LLC | 1,048 | $374.0K | 0.01% | +14+1.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,050 | $375.0K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,057 | $378.0K | 0.01% | +1,057 | New |
| Accredited Investors Inc. | 1,063 | $380.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 1,065 | $381.0K | 0.01% | +45+4.4% | Added |
| Neuberger Berman Group LLC | 1,439 | $385.0K | 0.00% | −40−2.7% | Reduced |
| Camden Capital, LLC | 1,086 | $388.0K | 0.08% | +34+3.2% | Added |
| Pensionfund DSM Netherlands | 1,100 | $393.0K | 0.05% | −9,100−89.2% | Reduced |
| Johnson Investment Counsel Inc | 1,100 | $393.0K | 0.01% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,100 | $393.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,102 | $393.7K | 0.02% | +28+2.6% | Added |
| TriaGen Wealth Management LLC | 1,103 | $394.0K | 0.21% | +1,103 | New |