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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 320 | $119.0K | 0.00% | +28+9.6% | Added |
| Whittier Trust Co | 322 | $120.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 325 | $121.0K | 0.00% | −25−7.1% | Reduced |
| Belpointe Asset Management LLC | 324 | $121.0K | 0.01% | −2−0.6% | Reduced |
| Fred Alger Management, LLC | 325 | $121.0K | 0.00% | +68+26.5% | Added |
| Oakworth Capital, Inc. | 337 | $126.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 338 | $126.0K | 0.01% | +338 | New |
| Clearstead Advisors, LLC | 360 | $134.0K | 0.01% | +360 | New |
| DuPont Capital Management Corp | 368 | $137.0K | 0.00% | −195−34.6% | Reduced |
| Blueprint Investment Partners LLC | 369 | $137.5K | 0.03% | −119−24.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 370 | $137.9K | 0.07% | +370 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $140.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 397 | $148.0K | 0.00% | −3−0.8% | Reduced |
| Charter Oak Capital Management, LLC | 405 | $151.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 408 | $152.0K | 0.01% | +64+18.6% | Added |
| Parallel Advisors, LLC | 442 | $165.0K | 0.01% | +2+0.5% | Added |
| FourThought Financial, LLC | 448 | $167.0K | 0.02% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $186.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 522 | $194.0K | 0.00% | +450+625.0% | Added |
| Metis Global Partners, LLC | 537 | $201.0K | 0.06% | +537 | New |
| Sugarloaf Wealth Management, LLC | 541 | $202.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 542 | $202.0K | 0.01% | +542 | New |
| MML Investors Services, LLC | 546 | $203.0K | 0.00% | +546 | New |
| Penobscot Investment Management Company, Inc. | 550 | $205.0K | 0.03% | +550 | New |
| Karp Capital Management Corp | 555 | $207.0K | 0.03% | +555 | New |
| 6 Meridian | 558 | $208.0K | 0.02% | +558 | New |
| Ci Investments Inc. | 565 | $211.0K | 0.00% | −1,463−72.1% | Reduced |
| Brighton Jones LLC | 566 | $211.0K | 0.01% | −1−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 567 | $211.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 578 | $215.0K | 0.06% | −50−8.0% | Reduced |
| Harvest Fund Management Co., Ltd | 582 | $216.0K | 0.04% | −194−25.0% | Reduced |
| Waldron Private Wealth LLC | 592 | $220.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 596 | $222.0K | 0.00% | −3,441−85.2% | Reduced |
| BLB&B Advisors, LLC | 600 | $224.0K | 0.01% | −600−50.0% | Reduced |
| Schwartz Investment Counsel Inc | 600 | $224.0K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 600 | $224.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 600 | $224.0K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 602 | $224.0K | 0.00% | +602 | New |
| Wealth Advisors of Tampa Bay, LLC | 600 | $224.0K | 0.05% | +600 | New |
| Ridgewood Investments LLC | 606 | $226.0K | 0.14% | 00.0% | Unchanged |
| Trust Asset Management LLC | 608 | $227.0K | 0.03% | 00.0% | Unchanged |
| Canandaigua National Corp | 618 | $230.0K | 0.03% | +618 | New |
| Signaturefd, LLC | 622 | $232.0K | 0.01% | −113−15.4% | Reduced |
| Barings LLC | 628 | $234.0K | 0.01% | −82−11.5% | Reduced |
| Quadrant Capital Group LLC | 627 | $234.0K | 0.03% | +13+2.1% | Added |
| Cowen and Company, LLC | 632 | $235.0K | 0.02% | +632 | New |
| Cresset Asset Management, LLC | 638 | $238.0K | 0.00% | +4+0.6% | Added |
| Associated Banc-Corp | 648 | $241.0K | 0.01% | +4+0.6% | Added |
| Siemens Fonds Invest GmbH | 651 | $242.0K | 0.02% | −2−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 654 | $244.0K | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 660 | $246.0K | 0.01% | +660 | New |
| Modera Wealth Management, LLC | 669 | $249.0K | 0.01% | +669 | New |
| Rockefeller Capital Management L.P. | 677 | $251.0K | 0.00% | −939−58.1% | Reduced |
| Gitterman Wealth Management, LLC | 687 | $256.0K | 0.19% | +687 | New |
| Pathstone Family Office, LLC | 695 | $259.0K | 0.01% | +695 | New |
| Columbia Asset Management | 705 | $263.0K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 731 | $272.0K | 0.01% | −94−11.4% | Reduced |
| Forum Financial Management, LP | 729 | $272.0K | 0.01% | +729 | New |
| Altavista Wealth Management, Inc. | 734 | $273.0K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 735 | $274.0K | 0.05% | +133+22.1% | Added |
| FDx Advisors, Inc. | 739 | $275.0K | 0.01% | −1,008−57.7% | Reduced |
| Checchi Capital Advisers, LLC | 743 | $277.0K | 0.03% | +22+3.1% | Added |
| Cardinal Strategic Wealth Guidance | 750 | $279.0K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 750 | $280.0K | 0.01% | −25−3.2% | Reduced |
| Manchester Capital Management LLC | 755 | $281.0K | 0.04% | −30−3.8% | Reduced |
| Northstar Asset Management LLC | 754 | $281.0K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 760 | $283.0K | 0.02% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 761 | $284.0K | 0.00% | +761 | New |
| Kepos Capital LP | 762 | $284.0K | 0.02% | +762 | New |
| Clean Yield Group | 765 | $285.0K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 768 | $286.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 787 | $293.0K | 0.00% | −1−0.1% | Reduced |
| Wealth Alliance | 785 | $293.0K | 0.06% | +92+13.3% | Added |
| IMPACTfolio, LLC | 791 | $295.0K | 0.26% | +791 | New |
| Snowden Capital Advisors LLC | 795 | $296.0K | 0.02% | −307−27.9% | Reduced |
| Ieq Capital, LLC | 801 | $298.0K | 0.01% | −6−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 800 | $298.0K | 0.07% | 00.0% | Unchanged |
| Grace Capital | 800 | $298.0K | 0.18% | +100+14.3% | Added |
| Shufro Rose & Co LLC | 800 | $298.0K | 0.02% | +800 | New |
| Kingsview Wealth Management, LLC | 810 | $302.0K | 0.01% | +165+25.6% | Added |
| Corient Capital Partners, LLC | 812 | $303.0K | 0.02% | −12−1.5% | Reduced |
| Claret Asset Management Corp | 817 | $304.0K | 0.06% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 815 | $304.0K | 0.22% | +815 | New |
| Focused Wealth Management, Inc | 825 | $307.0K | 0.05% | +125+17.9% | Added |
| Ameritas Investment Partners, Inc. | 826 | $308.0K | 0.01% | 00.0% | Unchanged |
| Leuthold Group, LLC | 838 | $312.0K | 0.04% | −10−1.2% | Reduced |
| Boston Family Office LLC | 840 | $313.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 848 | $316.0K | 0.01% | +17+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 851 | $317.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 865 | $322.0K | 0.05% | 00.0% | Unchanged |
| KilterHowling LLC | 867 | $323.0K | 0.29% | +867 | New |
| Endurance Wealth Management, Inc. | 880 | $328.0K | 0.04% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 900 | $335.0K | 0.29% | 00.0% | Unchanged |
| Alps Advisors Inc | 905 | $337.0K | 0.00% | +18+2.0% | Added |
| Greenleaf Trust | 918 | $342.0K | 0.00% | −12−1.3% | Reduced |
| Intersect Capital LLC | 920 | $343.0K | 0.06% | −2−0.2% | Reduced |
| Veritable, L.P. | 927 | $345.0K | 0.01% | −178−16.1% | Reduced |
| Moneta Group Investment Advisors LLC | 934 | $348.0K | 0.01% | −1−0.1% | Reduced |
| Rockland Trust Co | 936 | $349.0K | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 943 | $351.0K | 0.00% | 00.0% | Unchanged |