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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
Cascade Investment Advisors, Inc.100$37.3K0.02%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
Smithfield Trust Co96$36.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC81$30.2K0.00%−7−8.0%Reduced
Carroll Financial Associates, Inc.81$29.0K0.00%−3−3.6%Reduced
State of Wyoming57$21.0K0.01%−270−82.6%Reduced
CWM, LLC57$21.0K0.00%+57New
Parkside Financial Bank & Trust47$18.0K0.00%−5−9.6%Reduced
Prestige Wealth Management Group LLC44$16.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.43$16.0K0.00%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
West Paces Advisors Inc.39$14.5K0.00%00.0%Unchanged
Lindbrook Capital, LLC38$14.0K0.00%+18+90.0%Added
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
Atlas Capital Advisors LLC33$12.3K0.00%00.0%Unchanged
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
Koshinski Asset Management, Inc.30$11.2K0.00%+8+36.4%Added
Sutton Wealth Advisors Inc.29$10.8K0.00%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
Credential Qtrade Securities Inc.25$9.31K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$9.00K0.00%00.0%Unchanged
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
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
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
MV Capital Management, Inc.13$5.00K0.00%−3−18.8%Reduced
EverSource Wealth Advisors, LLC14$5.00K0.00%+14New
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
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
Raffa Wealth Management, LLC7$2.61K0.00%00.0%Unchanged
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
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
Global Retirement Partners, LLC1$00.00%+1New
Qube Research & Technologies Ltd0$00.00%−54,444−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−33,236−100.0%Sold out
CIBC World Markets Corp0$00.00%−29,067−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−18,655−100.0%Sold out
TCW Group Inc0$00.00%−11,972−100.0%Sold out
Kinneret Advisory, LLC0$00.00%−11,171−100.0%Sold out
Twinbeech Capital LP0$00.00%−11,036−100.0%Sold out
Duality Advisers, LP0$00.00%−10,697−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−10,400−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,232−100.0%Sold out
Capula Management Ltd0$00.00%−7,824−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,577−100.0%Sold out
Pinnacle Family Advisors, LLC0$00.00%−6,250−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−5,770−100.0%Sold out
Winton Group Ltd0$00.00%−5,667−100.0%Sold out
Quantamental Technologies LLC0$00.00%−4,315−100.0%Sold out
FORA Capital, LLC0$00.00%−4,218−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,130−100.0%Sold out
Prosight Management, LP0$00.00%−4,000−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−3,837−100.0%Sold out
Sciencast Management LP0$00.00%−3,815−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−3,596−100.0%Sold out
Centiva Capital, LP0$00.00%−3,157−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,780−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,632−100.0%Sold out
RiverTree Advisors, LLC0$00.00%−2,600−100.0%Sold out
XTX Topco Ltd0$00.00%−2,299−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,150−100.0%Sold out
Stevens Capital Management LP0$00.00%−1,878−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−1,743−100.0%Sold out
Jump Financial, LLC0$00.00%−1,697−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−1,650−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,531−100.0%Sold out