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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 807 | $288.0K | 0.01% | +807 | New |
| 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 |
| Deseret Mutual Benefit Administrators | 797 | $285.0K | 0.05% | +673+542.7% | Added |
| Fifth Third Bancorp | 788 | $282.0K | 0.00% | +111+16.4% | Added |
| Manchester Capital Management LLC | 785 | $280.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| NorthRock Partners, LLC | 768 | $274.0K | 0.02% | +3+0.4% | Added |
| Clean Yield Group | 765 | $273.0K | 0.10% | −25−3.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 760 | $272.0K | 0.02% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 761 | $271.0K | 0.03% | −48−5.9% | Reduced |
| Northstar Asset Management LLC | 754 | $269.0K | 0.07% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 750 | $268.0K | 0.14% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 747 | $267.0K | 0.04% | −351−32.0% | Reduced |
| Signaturefd, LLC | 735 | $263.0K | 0.01% | +108+17.2% | Added |
| Altavista Wealth Management, Inc. | 734 | $262.0K | 0.06% | +4+0.5% | Added |
| Empirical Finance, LLC | 728 | $260.0K | 0.04% | +44+6.4% | Added |
| Checchi Capital Advisers, LLC | 721 | $258.0K | 0.03% | +3+0.4% | Added |
| Grace Capital | 700 | $257.0K | 0.16% | +200+40.0% | Added |
| Barings LLC | 710 | $254.0K | 0.01% | +710 | New |
| Umb Bank N A | 708 | $253.0K | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 705 | $252.0K | 0.06% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 700 | $250.0K | 0.12% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 700 | $250.0K | 0.04% | +700 | New |
| Wealth Alliance | 693 | $247.0K | 0.06% | −45−6.1% | Reduced |
| Harbour Investments, Inc. | 688 | $246.0K | 0.01% | −6−0.9% | Reduced |
| People's United Financial, Inc. | 680 | $243.0K | 0.01% | −26−3.7% | Reduced |
| Bigelow Investment Advisors, LLC | 654 | $234.0K | 0.12% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 653 | $233.0K | 0.02% | +653 | New |
| Associated Banc-Corp | 644 | $230.0K | 0.01% | −2−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 645 | $230.0K | 0.01% | +645 | New |
| Cresset Asset Management, LLC | 634 | $226.0K | 0.00% | +634 | New |
| Sentry Investment Management LLC | 628 | $224.0K | 0.07% | −92−12.8% | Reduced |
| Quadrant Capital Group LLC | 614 | $219.0K | 0.03% | +21+3.5% | Added |
| Tower Research Capital LLC (TRC) | 609 | $218.0K | 0.01% | −1,220−66.7% | Reduced |
| Ridgewood Investments LLC | 606 | $217.0K | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 608 | $217.0K | 0.03% | +608 | New |
| Avestar Capital, LLC | 602 | $215.0K | 0.04% | −100−14.2% | Reduced |
| 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 |
| Waldron Private Wealth LLC | 592 | $211.0K | 0.01% | +592 | New |
| Cetera Advisors LLC | 588 | $210.0K | 0.00% | +588 | New |
| Brighton Jones LLC | 567 | $203.0K | 0.01% | +567 | New |
| Tokio Marine Asset Management Co Ltd | 567 | $203.0K | 0.02% | +567 | New |
| DuPont Capital Management Corp | 563 | $201.0K | 0.01% | −1,773−75.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 541 | $193.0K | 0.05% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $179.0K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 488 | $174.0K | 0.09% | +488 | New |
| FourThought Financial, LLC | 448 | $160.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 432 | $159.0K | 0.00% | +413+2,173.7% | Added |
| Parallel Advisors, LLC | 440 | $157.0K | 0.01% | +16+3.8% | Added |
| Charter Oak Capital Management, LLC | 405 | $145.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 400 | $143.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $134.0K | 0.00% | −1−0.3% | Reduced |
| Salem Investment Counselors Inc | 350 | $125.0K | 0.01% | +50+16.7% | Added |
| American Portfolios Advisors | 344 | $122.9K | 0.00% | +34+11.0% | Added |
| Oakworth Capital, Inc. | 337 | $120.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 327 | $117.0K | 0.08% | +284+660.5% | Added |
| Belpointe Asset Management LLC | 326 | $116.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 322 | $115.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 312 | $111.0K | 0.00% | −1,554−83.3% | Reduced |
| Proequities, Inc. | 299 | $107.0K | 0.01% | +44+17.3% | Added |
| Northwestern Mutual Wealth Management Co | 292 | $105.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 290 | $104.0K | 0.09% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 257 | $92.0K | 0.00% | +185+256.9% | Added |
| Kistler-Tiffany Companies, LLC | 250 | $89.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 242 | $86.0K | 0.05% | +242 | New |
| Harel Insurance Investments & Financial Services Ltd. | 235 | $84.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 223 | $79.0K | 0.00% | +21+10.4% | Added |
| Itau Unibanco Holding S.A. | 222 | $79.0K | 0.00% | +77+53.1% | Added |
| Tobam | 211 | $75.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 208 | $74.0K | 0.01% | +29+16.2% | Added |
| Washington Trust Co | 202 | $72.0K | 0.00% | −98−32.7% | Reduced |
| Evoke Wealth, LLC | 203 | $72.0K | 0.00% | +194+2,155.6% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $71.0K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $71.0K | 0.00% | +200 | New |
| Reilly Financial Advisors, LLC | 180 | $64.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 166 | $62.0K | 0.00% | −15−8.3% | Reduced |
| Global Financial Private Client, LLC | 168 | $60.1K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 157 | $56.0K | 0.00% | +157 | New |
| Allworth Financial LP | 155 | $55.0K | 0.00% | +30+24.0% | Added |
| Optiver Holding B.V. | 155 | $55.0K | 0.00% | +155 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 151 | $54.0K | 0.00% | −14,000−98.9% | Reduced |
| Optimum Investment Advisors | 150 | $54.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 149 | $53.0K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 140 | $50.0K | 0.01% | +140 | New |
| Rosenberg Matthew Hamilton | 130 | $46.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 126 | $45.0K | 0.00% | +8+6.8% | Added |
| Trustcore Financial Services, LLC | 119 | $43.0K | 0.00% | +14+13.3% | Added |
| Asset Dedication, LLC | 108 | $39.0K | 0.01% | +8+8.0% | Added |
| Glassman Wealth Services | 103 | $37.0K | 0.01% | +4+4.0% | Added |
| First Quadrant L P | 103 | $37.0K | 0.00% | +103 | New |
| South Dakota Investment Council | 100 | $36.0K | 0.00% | −1,200−92.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $36.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 100 | $35.7K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $34.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 93 | $33.0K | 0.00% | 00.0% | Unchanged |