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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 1,691 | $630.0K | 0.01% | +25+1.5% | Added |
| Neville Rodie & Shaw Inc | 1,637 | $610.0K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,604 | $598.0K | 0.06% | −78−4.6% | Reduced |
| Wetherby Asset Management Inc | 1,599 | $596.0K | 0.03% | −3−0.2% | Reduced |
| Boulder Hill Capital Management LP | 1,600 | $596.0K | 0.58% | +1,600 | New |
| Ritholtz Wealth Management | 1,586 | $591.0K | 0.04% | −10−0.6% | Reduced |
| Pinnacle Associates Ltd | 1,580 | $589.0K | 0.01% | +1,580 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,580 | $589.0K | 0.10% | +1,580 | New |
| Vontobel Holding Ltd. | 1,564 | $583.0K | 0.00% | +32+2.1% | Added |
| Sun Life Financial INC | 1,552 | $578.0K | 0.02% | +85+5.8% | Added |
| First Light Asset Management, LLC | 1,536 | $572.0K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,528 | $569.0K | 0.04% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,510 | $563.0K | 0.00% | −400−20.9% | Reduced |
| Savant Capital, LLC | 1,497 | $558.0K | 0.02% | +46+3.2% | Added |
| Horizon Investments, LLC | 1,464 | $545.0K | 0.02% | −15−1.0% | Reduced |
| Mercer Global Advisors Inc | 1,433 | $534.0K | 0.00% | +67+4.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,432 | $534.0K | 0.03% | +1,432 | New |
| AlphaCrest Capital Management LLC | 1,428 | $532.0K | 0.02% | −4,845−77.2% | Reduced |
| Stiles Financial Services Inc | 1,428 | $532.0K | 0.26% | +1,428 | New |
| Toroso Investments, LLC | 1,402 | $522.0K | 0.02% | +281+25.1% | Added |
| Middleton & Co Inc | 1,395 | $520.0K | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 1,395 | $520.0K | 0.02% | +1,395 | New |
| Cigna Investments Inc | 1,375 | $512.0K | 0.04% | −621−31.1% | Reduced |
| Profund Advisors LLC | 1,369 | $510.0K | 0.02% | +108+8.6% | Added |
| Brave Asset Management Inc | 1,366 | $509.0K | 0.14% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,345 | $501.0K | 0.03% | +105+8.5% | Added |
| First Financial Bank - Trust Division | 1,330 | $496.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,332 | $496.0K | 0.02% | +114+9.4% | Added |
| Portland Global Advisors LLC | 1,318 | $491.0K | 0.08% | −212−13.9% | Reduced |
| Beaton Management Co. Inc. | 1,300 | $484.0K | 0.29% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,290 | $481.0K | 0.02% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,266 | $472.0K | 0.41% | +1,266 | New |
| Huntington National Bank | 1,259 | $469.0K | 0.00% | +16+1.3% | Added |
| Iron Financial, LLC | 1,254 | $467.0K | 0.21% | +61+5.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,250 | $466.0K | 0.06% | +1,250 | New |
| Regent Investment Management LLC | 1,240 | $462.0K | 0.10% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,228 | $458.0K | 0.18% | +1,228 | New |
| Lido Advisors, LLC | 1,228 | $457.0K | 0.01% | +230+23.0% | Added |
| Ballentine Partners, LLC | 1,183 | $442.0K | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,180 | $440.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 1,166 | $434.0K | 0.04% | −257−18.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,124 | $419.0K | 0.07% | +327+41.0% | Added |
| Globeflex Capital L P | 1,111 | $414.0K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,104 | $411.0K | 0.09% | +18+1.7% | Added |
| Johnson Investment Counsel Inc | 1,100 | $410.0K | 0.01% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 1,100 | $410.0K | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,100 | $410.0K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,067 | $398.0K | 0.02% | +52+5.1% | Added |
| Nomura Holdings Inc | 1,063 | $397.0K | 0.00% | −22,440−95.5% | Reduced |
| Accredited Investors Inc. | 1,063 | $396.0K | 0.04% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,050 | $391.0K | 0.07% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,050 | $391.0K | 0.01% | +2+0.2% | Added |
| Cerity Partners LLC | 1,032 | $385.0K | 0.01% | +211+25.7% | Added |
| IndexIQ Advisors LLC | 1,026 | $382.0K | 0.01% | −39−3.7% | Reduced |
| Empirical Finance, LLC | 1,021 | $380.0K | 0.04% | +293+40.2% | Added |
| IBM Retirement Fund | 1,016 | $379.0K | 0.05% | −699−40.8% | Reduced |
| Symmetry Partners, LLC | 1,014 | $378.0K | 0.02% | −340−25.1% | Reduced |
| Coldstream Capital Management Inc | 1,015 | $378.0K | 0.01% | +1,015 | New |
| Garrison Asset Management, LLC | 1,013 | $377.0K | 0.21% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 1,000 | $373.0K | 0.01% | −79,091−98.8% | Reduced |
| Trust Co of Virginia | 1,000 | $373.0K | 0.04% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,000 | $373.0K | 0.14% | +1,000 | New |
| Heritage Investment Group, Inc. | 1,000 | $373.0K | 0.29% | +1,000 | New |
| Capitolis Advisors LLC | 974 | $363.0K | 0.00% | +974 | New |
| CWM Advisors, LLC | 968 | $361.0K | 0.04% | −13−1.3% | Reduced |
| Forte Capital LLC | 965 | $360.0K | 0.05% | +965 | New |
| Allen Investment Management LLC | 943 | $351.0K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 942 | $351.0K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 936 | $349.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 934 | $348.0K | 0.01% | −1−0.1% | Reduced |
| Veritable, L.P. | 927 | $345.0K | 0.01% | −178−16.1% | Reduced |
| Intersect Capital LLC | 920 | $343.0K | 0.06% | −2−0.2% | Reduced |
| Greenleaf Trust | 918 | $342.0K | 0.00% | −12−1.3% | Reduced |
| Alps Advisors Inc | 905 | $337.0K | 0.00% | +18+2.0% | Added |
| Birchcreek Wealth Management, LLC | 900 | $335.0K | 0.29% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 880 | $328.0K | 0.04% | 00.0% | Unchanged |
| KilterHowling LLC | 867 | $323.0K | 0.29% | +867 | New |
| Enterprise Financial Services Corp | 865 | $322.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 851 | $317.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 848 | $316.0K | 0.01% | +17+2.0% | Added |
| Boston Family Office LLC | 840 | $313.0K | 0.02% | 00.0% | Unchanged |
| Leuthold Group, LLC | 838 | $312.0K | 0.04% | −10−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 826 | $308.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 825 | $307.0K | 0.05% | +125+17.9% | Added |
| Claret Asset Management Corp | 817 | $304.0K | 0.06% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 815 | $304.0K | 0.22% | +815 | New |
| Corient Capital Partners, LLC | 812 | $303.0K | 0.02% | −12−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 810 | $302.0K | 0.01% | +165+25.6% | Added |
| 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 |
| Snowden Capital Advisors LLC | 795 | $296.0K | 0.02% | −307−27.9% | Reduced |
| IMPACTfolio, LLC | 791 | $295.0K | 0.26% | +791 | New |
| Fifth Third Bancorp | 787 | $293.0K | 0.00% | −1−0.1% | Reduced |
| Wealth Alliance | 785 | $293.0K | 0.06% | +92+13.3% | Added |
| NorthRock Partners, LLC | 768 | $286.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 765 | $285.0K | 0.09% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 761 | $284.0K | 0.00% | +761 | New |
| Kepos Capital LP | 762 | $284.0K | 0.02% | +762 | New |