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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 760 | $283.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| National Asset Management, Inc. | 750 | $280.0K | 0.01% | −25−3.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 750 | $279.0K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 743 | $277.0K | 0.03% | +22+3.1% | Added |
| FDx Advisors, Inc. | 739 | $275.0K | 0.01% | −1,008−57.7% | Reduced |
| Avestar Capital, LLC | 735 | $274.0K | 0.05% | +133+22.1% | Added |
| Altavista Wealth Management, Inc. | 734 | $273.0K | 0.06% | 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 |
| Columbia Asset Management | 705 | $263.0K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 695 | $259.0K | 0.01% | +695 | New |
| Gitterman Wealth Management, LLC | 687 | $256.0K | 0.19% | +687 | New |
| Rockefeller Capital Management L.P. | 677 | $251.0K | 0.00% | −939−58.1% | Reduced |
| Modera Wealth Management, LLC | 669 | $249.0K | 0.01% | +669 | New |
| Baker Avenue Asset Management, LP | 660 | $246.0K | 0.01% | +660 | New |
| Bigelow Investment Advisors, LLC | 654 | $244.0K | 0.11% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 651 | $242.0K | 0.02% | −2−0.3% | Reduced |
| Associated Banc-Corp | 648 | $241.0K | 0.01% | +4+0.6% | Added |
| Cresset Asset Management, LLC | 638 | $238.0K | 0.00% | +4+0.6% | Added |
| Cowen and Company, LLC | 632 | $235.0K | 0.02% | +632 | New |
| Barings LLC | 628 | $234.0K | 0.01% | −82−11.5% | Reduced |
| Quadrant Capital Group LLC | 627 | $234.0K | 0.03% | +13+2.1% | Added |
| Signaturefd, LLC | 622 | $232.0K | 0.01% | −113−15.4% | Reduced |
| Canandaigua National Corp | 618 | $230.0K | 0.03% | +618 | New |
| Trust Asset Management LLC | 608 | $227.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 606 | $226.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Parallax Volatility Advisers, L.P. | 596 | $222.0K | 0.00% | −3,441−85.2% | Reduced |
| Waldron Private Wealth LLC | 592 | $220.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 582 | $216.0K | 0.04% | −194−25.0% | Reduced |
| Sentry Investment Management LLC | 578 | $215.0K | 0.06% | −50−8.0% | Reduced |
| 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 |
| 6 Meridian | 558 | $208.0K | 0.02% | +558 | New |
| Karp Capital Management Corp | 555 | $207.0K | 0.03% | +555 | New |
| Penobscot Investment Management Company, Inc. | 550 | $205.0K | 0.03% | +550 | New |
| MML Investors Services, LLC | 546 | $203.0K | 0.00% | +546 | New |
| Sugarloaf Wealth Management, LLC | 541 | $202.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 542 | $202.0K | 0.01% | +542 | New |
| Metis Global Partners, LLC | 537 | $201.0K | 0.06% | +537 | New |
| Brown Brothers Harriman & Co | 522 | $194.0K | 0.00% | +450+625.0% | Added |
| Cacti Asset Management LLC | 500 | $186.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 448 | $167.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 442 | $165.0K | 0.01% | +2+0.5% | Added |
| American Portfolios Advisors | 408 | $152.0K | 0.01% | +64+18.6% | Added |
| Charter Oak Capital Management, LLC | 405 | $151.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 397 | $148.0K | 0.00% | −3−0.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $140.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 370 | $137.9K | 0.07% | +370 | New |
| Blueprint Investment Partners LLC | 369 | $137.5K | 0.03% | −119−24.4% | Reduced |
| DuPont Capital Management Corp | 368 | $137.0K | 0.00% | −195−34.6% | Reduced |
| Clearstead Advisors, LLC | 360 | $134.0K | 0.01% | +360 | New |
| Oakworth Capital, Inc. | 337 | $126.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 338 | $126.0K | 0.01% | +338 | New |
| 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 |
| Whittier Trust Co | 322 | $120.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 320 | $119.0K | 0.00% | +28+9.6% | Added |
| Arcadia Investment Management Corp | 309 | $115.0K | 0.02% | +309 | New |
| Proequities, Inc. | 292 | $109.0K | 0.01% | −7−2.3% | Reduced |
| Piscataqua Savings Bank | 290 | $108.0K | 0.09% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 289 | $107.0K | 0.05% | +289 | New |
| PFG Private Wealth Management, LLC | 276 | $103.0K | 0.05% | +34+14.0% | Added |
| Penserra Capital Management LLC | 272 | $101.0K | 0.00% | +49+22.0% | Added |
| Assetmark, Inc | 251 | $94.0K | 0.00% | +203+422.9% | Added |
| Kistler-Tiffany Companies, LLC | 250 | $93.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 222 | $83.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 214 | $80.0K | 0.02% | +214 | New |
| Tobam | 211 | $79.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 209 | $78.0K | 0.00% | +52+33.1% | Added |
| Evoke Wealth, LLC | 203 | $76.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $75.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 200 | $75.0K | 0.00% | +100+100.0% | Added |
| Steward Financial Group LLC | 200 | $74.0K | 0.07% | +200 | New |
| Washington Trust Co | 197 | $73.0K | 0.00% | −5−2.5% | Reduced |
| Reilly Financial Advisors, LLC | 180 | $67.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $62.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 155 | $58.0K | 0.08% | +155 | New |
| Allworth Financial LP | 150 | $56.0K | 0.00% | −5−3.2% | Reduced |
| Optimum Investment Advisors | 150 | $56.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 149 | $56.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $56.0K | 0.03% | +150 | New |
| Optiver Holding B.V. | 155 | $55.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 134 | $50.0K | 0.00% | −4,779−97.3% | Reduced |
| Rosenberg Matthew Hamilton | 130 | $48.0K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 129 | $48.0K | 0.02% | +129 | New |
| Kenfarb & Co. | 130 | $48.0K | 0.04% | +130 | New |
| IFP Advisors, Inc | 121 | $46.0K | 0.00% | −45−27.1% | Reduced |
| Trustcore Financial Services, LLC | 119 | $44.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 109 | $41.0K | 0.01% | +6+5.8% | Added |
| Asset Dedication, LLC | 100 | $38.0K | 0.00% | −8−7.4% | Reduced |