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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, Q4 2021

Institutional positions in Waters Corp as of Dec 31, 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
667
+19 vs. Q3 2021
Shares held
54.8M
+453.4K (+0.8%) vs. Q3 2021
Total value
$20.4B
+$974.3M (+5.0%) vs. Q3 2021
New holders
94
195 more added
Sold out
75
238 more reduced

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 667 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 heldQ4 2021: $20.4B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2021.

Institutions holding WAT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC1$00.00%+1New
Longfellow Investment Management Co LLC1$1.00K0.00%00.0%Unchanged
Surevest, LLC2$1.00K0.00%+2New
Signet Financial Management, LLC4$1.00K0.00%+4New
Curi Capital3$1.00K0.00%+3New
Schubert & Co4$1.00K0.00%+4New
Cassady Schiller Wealth Management, LLC2$1.00K0.00%+2New
Morton Brown Family Wealth, LLC2$1.00K0.00%+2New
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
Blue Bell Private Wealth Management, LLC6$2.00K0.00%+6New
JFS Wealth Advisors, LLC5$2.00K0.00%+5New
Spire Wealth Management6$2.00K0.00%+6New
Raffa Wealth Management, LLC7$2.61K0.00%00.0%Unchanged
Aua Capital Management, LLC7$3.00K0.00%00.0%Unchanged
Sierra Capital LLC7$3.00K0.00%+7New
KB Financial Partners, LLC7$3.00K0.00%+7New
Seldon Capital LP8$3.00K0.00%+8New
AlphaMark Advisors, LLC10$4.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC10$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.12$4.00K0.00%00.0%Unchanged
Mechanics Financial Corp10$4.00K0.00%+10New
Dixon Hughes Goodman Wealth Advisors LLC10$4.00K0.00%+10New
MV Capital Management, Inc.13$5.00K0.00%−3−18.8%Reduced
EverSource Wealth Advisors, LLC14$5.00K0.00%+14New
Fieldpoint Private Securities, LLC17$6.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.15$6.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC16$6.00K0.00%+16New
Versant Capital Management, Inc19$7.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC19$7.00K0.00%+6+46.2%Added
CVA Family Office, LLC20$7.00K0.00%+20New
Sandy Spring Bank22$8.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.21$8.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC22$8.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.24$8.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$9.00K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.25$9.31K0.00%00.0%Unchanged
First Horizon Advisors, Inc.27$10.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC26$10.0K0.00%00.0%Unchanged
NEXT Financial Group, Inc27$10.0K0.00%+8+42.1%Added
Sutton Wealth Advisors Inc.29$10.8K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.30$11.2K0.00%+8+36.4%Added
Bell Investment Advisors, Inc31$12.0K0.00%−21−40.4%Reduced
Earnest Partners LLC32$12.0K0.00%00.0%Unchanged
Eukles Asset Management32$12.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC31$12.0K0.00%+31New
Atlas Capital Advisors LLC33$12.3K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.34$13.0K0.00%−166−83.0%Reduced
Ellevest, Inc.36$13.0K0.00%+12+50.0%Added
Amplius Wealth Advisors, LLC35$13.0K0.00%+35New
Lindbrook Capital, LLC38$14.0K0.00%+18+90.0%Added
West Paces Advisors Inc.39$14.5K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.39$15.0K0.00%−23−37.1%Reduced
Farmers & Merchants Investments Inc41$15.0K0.00%−15−26.8%Reduced
Prestige Wealth Management Group LLC44$16.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.43$16.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust47$18.0K0.00%−5−9.6%Reduced
State of Wyoming57$21.0K0.01%−270−82.6%Reduced
CWM, LLC57$21.0K0.00%+57New
Carroll Financial Associates, Inc.81$29.0K0.00%−3−3.6%Reduced
TD Private Client Wealth LLC81$30.2K0.00%−7−8.0%Reduced
Smithfield Trust Co96$36.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$37.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$37.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$37.0K0.07%+100New
Cascade Investment Advisors, Inc.100$37.3K0.02%00.0%Unchanged
Asset Dedication, LLC100$38.0K0.00%−8−7.4%Reduced
Glassman Wealth Services109$41.0K0.01%+6+5.8%Added
Trustcore Financial Services, LLC119$44.0K0.00%00.0%Unchanged
IFP Advisors, Inc121$46.0K0.00%−45−27.1%Reduced
Rosenberg Matthew Hamilton130$48.0K0.02%00.0%Unchanged
Retirement Planning Co of New England, Inc.129$48.0K0.02%+129New
Kenfarb & Co.130$48.0K0.04%+130New
Capstone Investment Advisors, LLC134$50.0K0.00%−4,779−97.3%Reduced
Optiver Holding B.V.155$55.0K0.00%00.0%Unchanged
Allworth Financial LP150$56.0K0.00%−5−3.2%Reduced
Optimum Investment Advisors150$56.0K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC149$56.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management150$56.0K0.03%+150New
Covestor Ltd155$58.0K0.08%+155New
Global Financial Private Client, LLC168$62.9K0.03%00.0%Unchanged
Reilly Financial Advisors, LLC180$67.0K0.00%00.0%Unchanged
Washington Trust Co197$73.0K0.00%−5−2.5%Reduced
Steward Financial Group LLC200$74.0K0.07%+200New
Benjamin F. Edwards & Company, Inc.200$75.0K0.00%00.0%Unchanged
South Dakota Investment Council200$75.0K0.00%+100+100.0%Added
Evoke Wealth, LLC203$76.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.209$78.0K0.00%+52+33.1%Added
Tobam211$79.0K0.00%00.0%Unchanged
Quent Capital, LLC214$80.0K0.02%+214New
Itau Unibanco Holding S.A.222$83.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC250$93.0K0.02%00.0%Unchanged
Assetmark, Inc251$94.0K0.00%+203+422.9%Added
Penserra Capital Management LLC272$101.0K0.00%+49+22.0%Added
PFG Private Wealth Management, LLC276$103.0K0.05%+34+14.0%Added
GraniteShares Advisors LLC289$107.0K0.05%+289New
Piscataqua Savings Bank290$108.0K0.09%00.0%Unchanged
Proequities, Inc.292$109.0K0.01%−7−2.3%Reduced
Arcadia Investment Management Corp309$115.0K0.02%+309New