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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 322 | $100.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 325 | $101.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 337 | $104.6K | 0.00% | −71−17.4% | Reduced |
| Smith Group Asset Management, LLC | 338 | $105.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 345 | $107.0K | 0.07% | +190+122.6% | Added |
| NuWave Investment Management, LLC | 359 | $111.0K | 0.15% | +359 | New |
| Assetmark, Inc | 362 | $112.0K | 0.00% | +111+44.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $116.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 376 | $117.0K | 0.15% | +376 | New |
| Exchange Traded Concepts, LLC | 386 | $120.0K | 0.00% | −1,388−78.2% | Reduced |
| Central Trust Co | 397 | $123.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 405 | $126.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 435 | $135.0K | 0.00% | +435 | New |
| FourThought Financial, LLC | 448 | $139.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 453 | $141.0K | 0.01% | +93+25.8% | Added |
| Northwestern Mutual Wealth Management Co | 455 | $142.0K | 0.00% | +135+42.2% | Added |
| Sentry Investment Management LLC | 495 | $154.0K | 0.05% | −83−14.4% | Reduced |
| Cacti Asset Management LLC | 500 | $159.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 517 | $160.0K | 0.00% | +460+807.0% | Added |
| Parallel Advisors, LLC | 500 | $161.0K | 0.01% | +58+13.1% | Added |
| Harvest Fund Management Co., Ltd | 537 | $166.0K | 0.03% | −45−7.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 541 | $168.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 578 | $179.0K | 0.02% | +578 | New |
| Bedel Financial Consulting, Inc. | 600 | $186.0K | 0.06% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $186.0K | 0.28% | +500+500.0% | Added |
| Kepos Capital LP | 641 | $199.0K | 0.01% | −121−15.9% | Reduced |
| Quadrant Capital Group LLC | 644 | $200.0K | 0.02% | +17+2.7% | Added |
| Siemens Fonds Invest GmbH | 651 | $202.0K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 654 | $203.0K | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 653 | $203.0K | 0.00% | +519+387.3% | Added |
| Signaturefd, LLC | 660 | $205.0K | 0.01% | +38+6.1% | Added |
| Tokio Marine Asset Management Co Ltd | 666 | $207.0K | 0.02% | +99+17.5% | Added |
| Clean Yield Group | 670 | $208.0K | 0.07% | −95−12.4% | Reduced |
| Pathstone Family Office, LLC | 675 | $209.0K | 0.00% | −20−2.9% | Reduced |
| qPULA Trading Management LP | 681 | $211.0K | 0.28% | +681 | New |
| Reynders McVeigh Capital Management, LLC | 700 | $217.0K | 0.01% | −60−7.9% | Reduced |
| Forum Financial Management, LP | 722 | $224.0K | 0.01% | −7−1.0% | Reduced |
| Horizon Investments, LLC | 735 | $228.0K | 0.01% | −729−49.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 750 | $233.0K | 0.11% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $234.0K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 755 | $234.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 753 | $234.0K | 0.01% | +753 | New |
| Kingsview Wealth Management, LLC | 769 | $238.7K | 0.01% | −41−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 774 | $240.0K | 0.02% | +31+4.2% | Added |
| Oak Thistle LLC | 775 | $240.0K | 0.13% | +775 | New |
| NorthRock Partners, LLC | 776 | $241.0K | 0.02% | +8+1.0% | Added |
| FDx Advisors, Inc. | 776 | $241.0K | 0.01% | +37+5.0% | Added |
| Avestar Capital, LLC | 785 | $244.0K | 0.05% | +50+6.8% | Added |
| Simplify Asset Management Inc. | 792 | $246.0K | 0.03% | +792 | New |
| Shufro Rose & Co LLC | 800 | $248.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $248.0K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 800 | $248.0K | 0.05% | +15+1.9% | Added |
| Machina Capital S.A.S. | 800 | $248.0K | 0.54% | +800 | New |
| Viewpoint Capital Management LLC | 815 | $253.0K | 0.19% | 00.0% | Unchanged |
| Claret Asset Management Corp | 817 | $254.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 824 | $255.0K | 0.00% | +147+21.7% | Added |
| Ameritas Investment Partners, Inc. | 826 | $256.0K | 0.01% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 803 | $258.0K | 0.01% | +803 | New |
| Advisory Services Network, LLC | 838 | $261.0K | 0.01% | −10−1.2% | Reduced |
| Boston Family Office LLC | 840 | $261.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 851 | $264.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 848 | $264.0K | 0.01% | +98+13.1% | Added |
| Enterprise Financial Services Corp | 863 | $268.0K | 0.04% | −2−0.2% | Reduced |
| KilterHowling LLC | 867 | $269.1K | 0.27% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 880 | $273.0K | 0.04% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 890 | $276.0K | 0.02% | +78+9.6% | Added |
| Birchcreek Wealth Management, LLC | 900 | $279.0K | 0.25% | 00.0% | Unchanged |
| Ieq Capital, LLC | 909 | $282.0K | 0.01% | +108+13.5% | Added |
| Rockland Trust Co | 909 | $283.0K | 0.02% | −27−2.9% | Reduced |
| Coldstream Capital Management Inc | 920 | $286.0K | 0.01% | −95−9.4% | Reduced |
| Fifth Third Bancorp | 921 | $286.0K | 0.00% | +134+17.0% | Added |
| Fiera Capital Corp | 920 | $286.0K | 0.00% | +920 | New |
| Verus Capital Partners, LLC | 890 | $287.0K | 0.04% | +890 | New |
| Parametrica Management Ltd | 932 | $289.0K | 0.21% | +932 | New |
| Chilton Investment Co LLC | 942 | $292.0K | 0.01% | 00.0% | Unchanged |
| Cowen and Company, LLC | 940 | $292.0K | 0.03% | +308+48.7% | Added |
| Allen Investment Management LLC | 943 | $293.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 961 | $298.0K | 0.04% | −55−5.4% | Reduced |
| Metis Global Partners, LLC | 967 | $300.0K | 0.04% | +430+80.1% | Added |
| Veritable, L.P. | 977 | $303.0K | 0.00% | +50+5.4% | Added |
| Astrantus Ltd | 990 | $307.0K | 0.52% | +990 | New |
| Bristol John W & Co Inc | 1,000 | $310.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,000 | $310.0K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,000 | $310.0K | 0.12% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,000 | $310.0K | 0.22% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,007 | $313.0K | 0.06% | −117−10.4% | Reduced |
| Garrison Asset Management, LLC | 1,013 | $314.0K | 0.18% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,011 | $314.0K | 0.17% | +1,011 | New |
| IndexIQ Advisors LLC | 1,016 | $315.0K | 0.01% | −10−1.0% | Reduced |
| Symmetry Partners, LLC | 1,014 | $315.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,020 | $317.0K | 0.01% | +478+88.2% | Added |
| Alpha Paradigm Partners, LLC | 1,028 | $319.0K | 0.13% | −200−16.3% | Reduced |
| Johnson Investment Counsel Inc | 1,050 | $326.0K | 0.00% | −50−4.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,050 | $326.0K | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,053 | $327.0K | 0.03% | −10−0.9% | Reduced |
| Cigna Investments Inc | 1,059 | $329.0K | 0.04% | −316−23.0% | Reduced |
| Mercer Global Advisors Inc | 1,074 | $333.0K | 0.00% | −359−25.1% | Reduced |
| Greenleaf Trust | 1,082 | $336.0K | 0.00% | +164+17.9% | Added |
| Portland Global Advisors LLC | 1,093 | $339.0K | 0.06% | −225−17.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,100 | $341.0K | 0.04% | 00.0% | Unchanged |