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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, Q1 2022

Institutional positions in Waters Corp as of Mar 31, 2022. 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
661
+3 vs. Q4 2021
Shares held
54.4M
−404.2K (−0.7%) vs. Q4 2021
Total value
$16.9B
−$3.51B (−17.2%) vs. Q4 2021
New holders
69
208 more added
Sold out
66
243 more reduced

9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 661 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 heldQ1 2022: $16.9B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2021.

Institutions holding WAT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Curi Capital3$00.00%00.0%Unchanged
CFS Investment Advisory Services, LLC81,633$00.00%+81,633New
SJS Investment Consulting Inc.1$00.00%+1New
WestEnd Advisors, LLC–$3100.00%–New
Column Capital Advisors, LLC2$1.00K0.00%−4−66.7%Reduced
Surevest, LLC2$1.00K0.00%00.0%Unchanged
Schubert & Co4$1.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC2$1.00K0.00%+1+100.0%Added
GW&K Investment Management, LLC4$1.00K0.00%+4New
IAG Wealth Partners, LLC3$1.00K0.00%+3New
Aua Capital Management, LLC6$2.00K0.00%−1−14.3%Reduced
Sierra Capital LLC7$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC7$2.00K0.00%00.0%Unchanged
Seldon Capital LP8$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, 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
Financial Enhancement Group LLC7$2.00K0.00%+7New
Disciplined Investments, LLC5$2.00K0.00%+5New
Cordant, Inc.8$2.00K0.00%+8New
Raffa Wealth Management, LLC7$2.17K0.00%00.0%Unchanged
Tarbox Family Office, Inc.9$3.00K0.00%−12−57.1%Reduced
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC10$3.00K0.00%00.0%Unchanged
Mechanics Financial Corp10$3.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC14$4.00K0.00%−105−88.2%Reduced
MV Capital Management, Inc.12$4.00K0.00%−1−7.7%Reduced
Johnson Financial Group, Inc.15$5.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC17$5.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P16$5.00K0.00%+16New
Prospera Financial Services Inc17$5.00K0.00%+17New
Gemmer Asset Management LLC22$6.00K0.00%00.0%Unchanged
Versant Capital Management, Inc20$6.00K0.00%+1+5.3%Added
HighMark Wealth Management LLC19$6.00K0.00%00.0%Unchanged
TCWP LLC21$6.00K0.00%+21New
TCI Wealth Advisors, Inc.22$7.00K0.00%−17−43.6%Reduced
First Horizon Advisors, Inc.24$7.00K0.00%−3−11.1%Reduced
Sandy Spring Bank22$7.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.24$7.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC20$7.00K0.00%+6+42.9%Added
Rational Advisors LLC24$7.00K0.00%+24New
Lenox Wealth Advisors, LLC21$7.00K0.00%+21New
Core Alternative Capital22$7.00K0.00%+22New
Credential Qtrade Securities Inc.25$7.76K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC26$8.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.25$8.00K0.00%+13+108.3%Added
Clear Street Markets LLC25$8.00K0.00%+25New
Capital Advisors, Ltd. LLC30$9.00K0.00%−1−3.2%Reduced
Sutton Wealth Advisors Inc.29$9.00K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.30$9.31K0.00%00.0%Unchanged
Earnest Partners LLC32$10.0K0.00%00.0%Unchanged
Eukles Asset Management32$10.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC33$10.2K0.00%00.0%Unchanged
CVA Family Office, LLC35$11.0K0.00%+15+75.0%Added
Money Concepts Capital Corp37$11.0K0.00%+37New
West Paces Advisors Inc.39$12.1K0.00%00.0%Unchanged
Zions Bancorporation, N.A.43$13.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc42$13.0K0.00%+1+2.4%Added
JFS Wealth Advisors, LLC43$13.0K0.00%+38+760.0%Added
Prestige Wealth Management Group LLC44$14.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP47$14.0K0.00%+47New
Lindbrook Capital, LLC53$16.0K0.00%+15+39.5%Added
Parkside Financial Bank & Trust59$18.0K0.00%+12+25.5%Added
Riverview Trust Co66$20.0K0.01%+66New
Ellevest, Inc.88$27.0K0.00%+52+144.4%Added
IFP Advisors, Inc318$30.0K0.00%+197+162.8%Added
Smithfield Trust Co96$30.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$31.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$31.0K0.02%00.0%Unchanged
Cascade Investment Advisors, Inc.100$31.0K0.02%00.0%Unchanged
Asset Dedication, LLC100$32.0K0.00%00.0%Unchanged
Glassman Wealth Services114$35.0K0.01%+5+4.6%Added
TD Private Client Wealth LLC119$36.9K0.00%+38+46.9%Added
Altshuler Shaham Ltd121$38.0K0.00%+121New
Allworth Financial LP126$39.0K0.00%−24−16.0%Reduced
Rosenberg Matthew Hamilton130$40.0K0.01%00.0%Unchanged
Kenfarb & Co.130$40.0K0.03%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.127$41.0K0.00%−82−39.2%Reduced
Fred Alger Management, LLC141$44.0K0.00%−184−56.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund151$47.0K0.00%−3,600−96.0%Reduced
Optimum Investment Advisors150$47.0K0.02%00.0%Unchanged
Tyler-Stone Wealth Management150$47.0K0.03%00.0%Unchanged
Global Financial Private Client, LLC168$52.1K0.03%00.0%Unchanged
Washington Trust Co187$58.0K0.00%−10−5.1%Reduced
Piscataqua Savings Bank190$59.0K0.04%−100−34.5%Reduced
Benjamin F. Edwards & Company, Inc.200$62.0K0.00%00.0%Unchanged
Steward Financial Group LLC200$62.0K0.06%00.0%Unchanged
Evoke Wealth, LLC209$65.0K0.00%+6+3.0%Added
Itau Unibanco Holding S.A.222$69.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp227$70.0K0.01%−82−26.5%Reduced
Quent Capital, LLC237$74.0K0.01%+23+10.7%Added
Proequities, Inc.242$75.0K0.01%−50−17.1%Reduced
Kistler-Tiffany Companies, LLC250$78.0K0.01%00.0%Unchanged
Walleye Trading LLC257$80.0K0.00%+257New
Tobam271$84.0K0.00%+60+28.4%Added
Penserra Capital Management LLC291$90.0K0.00%+19+7.0%Added
DuPont Capital Management Corp300$93.0K0.00%−68−18.5%Reduced
Ci Investments Inc.311$97.0K0.00%−254−45.0%Reduced
Belpointe Asset Management LLC323$100.0K0.01%−1−0.3%Reduced