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Livermore
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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.

Q4 2021 vs. Q3 2021

How the institutions holding Waters Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WAT: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders65810667+19
Shares54.4M39.6K54.8M+453.4K (+0.8%)
Value$19.5B$14.1M$20.4B+$974.3M (+5.0%)

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (94)

Institutions that held Waters Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WAT in Q4 2021
InstitutionSharesValue% of portfolio
Wellington Management Group LLP837,741$312.1M0.05%
Allspring Global Investments Holdings, LLC105,777$39.4M0.04%
Lord, Abbett & Co. LLC60,990$22.7M0.05%
LGT Group Foundation58,242$21.7M0.56%
Wealth Enhancement Advisory Services, LLC24,494$7.96M0.11%
Jefferies Group LLC15,000$5.59M0.10%
National Bank of Canada10,746$3.95M0.02%
Industrial Alliance Investment Management Inc.10,500$3.91M0.09%
Yousif Capital Management, LLC9,720$3.62M0.04%
TD Waterhouse Canada Inc.8,715$3.57M0.03%
Desjardins Global Asset Management Inc.8,998$3.35M0.29%
B. Metzler seel. Sohn & Co. AG8,750$3.25M0.04%
Merlin Capital LLC7,332$2.73M3.18%
O'Rourke & Company, Inc6,082$2.27M1.51%
Quadrature Capital Ltd5,626$2.10M0.11%
Hussman Strategic Advisors, Inc.5,200$1.94M0.43%
Hikari Tsushin, Inc.5,000$1.86M0.20%
Occudo Quantitative Strategies LP4,590$1.71M0.15%
SRB Corp3,932$1.47M0.08%
Symphony Financial, Ltd. Co.3,239$1.18M0.33%
Simplex Trading, LLC2,729$1.02M0.03%
Paloma Partners Management Co2,326$867.0K0.03%
Empirical Asset Management, LLC1,985$740.0K0.71%
MorganRosel Wealth Management, LLC1,912$712.0K0.35%
NorthCrest Asset Manangement, LLC1,810$674.0K0.04%
Scissortail Wealth Management, LLC1,750$652.0K0.25%
Boulder Hill Capital Management LP1,600$596.0K0.58%
Pinnacle Associates Ltd1,580$589.0K0.01%
Pinnacle Wealth Management Advisory Group, LLC1,580$589.0K0.10%
Lombard Odier Asset Management (Switzerland) SA1,432$534.0K0.03%
Stiles Financial Services Inc1,428$532.0K0.26%
Ergoteles LLC1,395$520.0K0.02%
Alethea Capital Management, LLC1,266$472.0K0.41%
Asahi Life Asset Management Co., Ltd.1,250$466.0K0.06%
Alpha Paradigm Partners, LLC1,228$458.0K0.18%
Coldstream Capital Management Inc1,015$378.0K0.01%
Denali Advisors LLC1,000$373.0K0.14%
Heritage Investment Group, Inc.1,000$373.0K0.29%
Capitolis Advisors LLC974$363.0K0.00%
Forte Capital LLC965$360.0K0.05%
KilterHowling LLC867$323.0K0.29%
Viewpoint Capital Management LLC815$304.0K0.22%
Shufro Rose & Co LLC800$298.0K0.02%
IMPACTfolio, LLC791$295.0K0.26%
Driehaus Capital Management LLC761$284.0K0.00%
Kepos Capital LP762$284.0K0.02%
Forum Financial Management, LP729$272.0K0.01%
Pathstone Family Office, LLC695$259.0K0.01%
Gitterman Wealth Management, LLC687$256.0K0.19%
Modera Wealth Management, LLC669$249.0K0.01%
Baker Avenue Asset Management, LP660$246.0K0.01%
Cowen and Company, LLC632$235.0K0.02%
Canandaigua National Corp618$230.0K0.03%
Gateway Investment Advisers LLC602$224.0K0.00%
Wealth Advisors of Tampa Bay, LLC600$224.0K0.05%
6 Meridian558$208.0K0.02%
Karp Capital Management Corp555$207.0K0.03%
Penobscot Investment Management Company, Inc.550$205.0K0.03%
MML Investors Services, LLC546$203.0K0.00%
Integrated Wealth Concepts LLC542$202.0K0.01%
Metis Global Partners, LLC537$201.0K0.06%
Brown, Lisle/Cummings, Inc.370$137.9K0.07%
Clearstead Advisors, LLC360$134.0K0.01%
Smith Group Asset Management, LLC338$126.0K0.01%
Arcadia Investment Management Corp309$115.0K0.02%
GraniteShares Advisors LLC289$107.0K0.05%
Quent Capital, LLC214$80.0K0.02%
Steward Financial Group LLC200$74.0K0.07%
Covestor Ltd155$58.0K0.08%
Tyler-Stone Wealth Management150$56.0K0.03%
Retirement Planning Co of New England, Inc.129$48.0K0.02%
Kenfarb & Co.130$48.0K0.04%
Aquatic Capital Management LLC100$37.0K0.07%
CWM, LLC57$21.0K0.00%
Amplius Wealth Advisors, LLC35$13.0K0.00%
Capital Advisors, Ltd. LLC31$12.0K0.00%
CVA Family Office, LLC20$7.00K0.00%
Plante Moran Financial Advisors, LLC16$6.00K0.00%
EverSource Wealth Advisors, LLC14$5.00K0.00%
Mechanics Financial Corp10$4.00K0.00%
Dixon Hughes Goodman Wealth Advisors LLC10$4.00K0.00%
Sierra Capital LLC7$3.00K0.00%
KB Financial Partners, LLC7$3.00K0.00%
Seldon Capital LP8$3.00K0.00%
Blue Bell Private Wealth Management, LLC6$2.00K0.00%
JFS Wealth Advisors, LLC5$2.00K0.00%
Spire Wealth Management6$2.00K0.00%
Surevest, LLC2$1.00K0.00%
Signet Financial Management, LLC4$1.00K0.00%
Curi Capital3$1.00K0.00%
Schubert & Co4$1.00K0.00%
Cassady Schiller Wealth Management, LLC2$1.00K0.00%
Morton Brown Family Wealth, LLC2$1.00K0.00%
Global Retirement Partners, LLC1$00.00%

Sold out (75)

Institutions that held Waters Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WAT in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Qube Research & Technologies Ltd54,444$19.5M
AMP Capital Investors Ltd33,236$11.9M
CIBC World Markets Corp29,067$10.4M
Achmea Investment Management B.V.18,655$6.67M
TCW Group Inc11,972$4.28M
Kinneret Advisory, LLC11,171$3.99M
Twinbeech Capital LP11,036$3.94M
Duality Advisers, LP10,697$3.82M
Grantham, Mayo, Van Otterloo & Co. LLC10,400$3.72M
ExodusPoint Capital Management, LP10,232$3.66M
Capula Management Ltd7,824$2.80M
Y-Intercept (Hong Kong) Ltd6,577$2.35M
Pinnacle Family Advisors, LLC6,250$2.23M
Weiss Multi-Strategy Advisers LLC5,770$2.06M
Winton Group Ltd5,667$2.02M
Quantamental Technologies LLC4,315$1.54M
FORA Capital, LLC4,218$1.51M
Quantbot Technologies LP4,130$1.48M
Prosight Management, LP4,000$1.43M
Redwood Investment Management, LLC3,837$1.37M
Sciencast Management LP3,815$1.30M
Tudor Investment Corp Et Al3,596$1.28M
Centiva Capital, LP3,157$1.13M
Connor, Clark & Lunn Investment Management Ltd.2,780$993.0K
Bayesian Capital Management, LP2,632$940.0K
RiverTree Advisors, LLC2,600$929.0K
XTX Topco Ltd2,299$821.0K
Campbell & CO Investment Adviser LLC2,150$768.0K
Stevens Capital Management LP1,878$671.0K
Verdence Capital Advisors LLC1,743$623.0K
Jump Financial, LLC1,697$606.0K
Hillsdale Investment Management Inc.1,650$589.0K
Magnetar Financial LLC1,531$547.0K
NuWave Investment Management, LLC1,475$527.0K
Gyon Technologies Capital Management, LP1,386$495.0K
Verition Fund Management LLC1,376$492.0K
Neo Ivy Capital Management2,667$481.0K
Machina Capital S.A.S.1,326$474.0K
Gsa Capital Partners LLP1,289$461.0K
Meeder Asset Management Inc1,283$458.0K
Mirabella Financial Services LLP1,208$431.0K
Wright Investors Service Inc1,155$413.0K
Citizens Financial Group Inc1,137$406.0K
TriaGen Wealth Management LLC1,103$394.0K
Beacon Pointe Advisors, LLC1,057$378.0K
Heartland Bank & Trust Co934$334.0K
Mutual Advisors, LLC922$329.0K
Altshuler Shaham Ltd897$322.0K
Convergence Investment Partners, LLC866$309.0K
Woodmont Investment Counsel LLC850$304.0K
Integrated Investment Consultants, LLC850$304.0K
Davy Global Fund Management Ltd747$267.0K
Quantedge Capital Pte Ltd700$250.0K
Harbour Investments, Inc.688$246.0K
People's United Financial, Inc.680$243.0K
Cetera Advisors LLC588$210.0K
1832 Asset Management L.P.432$159.0K
Carderock Capital Management Inc140$50.0K
CX Institutional126$45.0K
First Quadrant L P103$37.0K
Covington Capital Management93$33.0K
Loomis Sayles & Co L P66$24.0K
Brewin Dolphin Ltd67$23.9K
D'Orazio & Associates, Inc.63$23.0K
Cahill Financial Advisors Inc25$9.00K
Creative Financial Designs Inc21$8.00K
Gables Capital Management Inc.18$6.00K
Pacifica Partners Inc.15$6.00K
Loring Wolcott & Coolidge Fiduciary Advisors LLP13$5.00K
Consolidated Planning Corp13$5.00K
Vigilant Capital Management, LLC11$4.00K
Syverson Strege & Co10$4.00K
Anfield Capital Management, LLC9$3.00K
PEAK6 Investments LLC2$1.00K
Meridian Wealth Partners, LLC4$1.00K

Not filed for Q4 2021 yet (10)

Institutions that held Waters Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAT in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Optimal Asset Management, Inc.12,556$4.49M
B. Metzler seel. Sohn & Co. Holding AG11,110$3.97M
Hexavest Inc.6,446$2.30M
Farr Miller & Washington LLC6,131$2.19M
World Asset Management Inc1,450$518.0K
Marshall Wace North America L.P.801$286.0K
Landsberg, Bennett, & Dubbaneh LLC761$271.0K
Berman Capital Advisors, LLC208$74.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA70$25.0K
Sonora Investment Management, LLC18$6.00K