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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 1,100 | $341.0K | 0.01% | +50+4.8% | Added |
| Globeflex Capital L P | 1,111 | $345.0K | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,111 | $345.0K | 0.01% | +1,111 | New |
| Forte Capital LLC | 930 | $347.0K | 0.04% | −35−3.6% | Reduced |
| Empirical Finance, LLC | 1,140 | $354.0K | 0.04% | +119+11.7% | Added |
| Profund Advisors LLC | 1,157 | $359.0K | 0.02% | −212−15.5% | Reduced |
| Great Lakes Advisors, LLC | 1,163 | $361.0K | 0.01% | +1,163 | New |
| Lido Advisors, LLC | 1,170 | $363.0K | 0.01% | −58−4.7% | Reduced |
| CWM Advisors, LLC | 1,169 | $363.0K | 0.04% | +201+20.8% | Added |
| Intersect Capital LLC | 1,168 | $363.0K | 0.07% | +248+27.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,180 | $366.0K | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,205 | $374.0K | 0.04% | −190−13.6% | Reduced |
| Brown Brothers Harriman & Co | 1,215 | $377.0K | 0.00% | +693+132.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,227 | $381.0K | 0.02% | −118−8.8% | Reduced |
| SFE Investment Counsel | 1,231 | $382.0K | 0.10% | −2,407−66.2% | Reduced |
| Snowden Capital Advisors LLC | 1,233 | $382.0K | 0.02% | +438+55.1% | Added |
| Regent Investment Management LLC | 1,240 | $385.0K | 0.09% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,250 | $388.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,265 | $393.0K | 0.00% | +6+0.5% | Added |
| Clearbridge Investments, LLC | 1,273 | $395.0K | 0.00% | −237−15.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,274 | $395.0K | 0.02% | +207+19.4% | Added |
| Freestone Capital Holdings, LLC | 1,284 | $399.0K | 0.02% | −48−3.6% | Reduced |
| Ingalls & Snyder LLC | 1,290 | $400.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,300 | $404.0K | 0.25% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,315 | $408.0K | 0.01% | −376−22.2% | Reduced |
| Summit Trail Advisors, LLC | 1,325 | $411.0K | 0.03% | +1,325 | New |
| First Financial Bank - Trust Division | 1,330 | $412.0K | 0.04% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,366 | $424.0K | 0.15% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,368 | $424.6K | 0.02% | −689−33.5% | Reduced |
| Camden Capital, LLC | 1,373 | $426.0K | 0.09% | +269+24.4% | Added |
| PDT Partners, LLC | 1,385 | $430.0K | 0.04% | −10,915−88.7% | Reduced |
| Stiles Financial Services Inc | 1,393 | $432.0K | 0.22% | −35−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,403 | $435.5K | 0.00% | −2,554−64.5% | Reduced |
| Cerity Partners LLC | 1,409 | $437.0K | 0.01% | +377+36.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,420 | $440.8K | 0.21% | +1,050+283.8% | Added |
| Caxton Associates LP | 1,454 | $451.0K | 0.04% | −1,094−42.9% | Reduced |
| Savant Capital, LLC | 1,454 | $451.0K | 0.01% | −43−2.9% | Reduced |
| Advisor Partners LLC | 1,480 | $459.0K | 0.03% | −217−12.8% | Reduced |
| Sun Life Financial INC | 1,502 | $465.0K | 0.02% | −50−3.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $474.0K | 0.03% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 1,536 | $477.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,547 | $480.0K | 0.02% | +1,547 | New |
| Wolverine Trading, LLC | 1,500 | $482.0K | 0.01% | −1,322−46.8% | Reduced |
| Ballentine Partners, LLC | 1,571 | $488.0K | 0.02% | +388+32.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,580 | $490.0K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,581 | $491.0K | 0.01% | −200−11.2% | Reduced |
| Toroso Investments, LLC | 1,594 | $495.0K | 0.01% | +192+13.7% | Added |
| Neville Rodie & Shaw Inc | 1,637 | $505.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,638 | $508.0K | 0.01% | −80−4.7% | Reduced |
| Vontobel Holding Ltd. | 1,583 | $510.0K | 0.00% | +19+1.2% | Added |
| Everence Capital Management Inc | 1,646 | $511.0K | 0.04% | −910−35.6% | Reduced |
| Wetherby Asset Management Inc | 1,645 | $511.0K | 0.03% | +46+2.9% | Added |
| Pinnacle Associates Ltd | 1,680 | $521.0K | 0.01% | +100+6.3% | Added |
| Ritholtz Wealth Management | 1,691 | $525.0K | 0.04% | +105+6.6% | Added |
| Charter Research & Investment Group, Inc. | 1,700 | $528.0K | 0.43% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,713 | $530.0K | 0.00% | −40,419−95.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,715 | $532.0K | 0.18% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,716 | $533.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 1,733 | $538.0K | 0.05% | −91−5.0% | Reduced |
| Meeder Asset Management Inc | 1,733 | $538.0K | 0.03% | +1,733 | New |
| Desjardins Global Asset Management Inc. | 1,744 | $541.0K | 0.05% | −7,254−80.6% | Reduced |
| Beacon Pointe Advisors, LLC | 1,794 | $557.0K | 0.01% | +1,794 | New |
| Schonfeld Strategic Advisors LLC | 1,800 | $558.0K | 0.01% | +1,800 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,802 | $559.0K | 0.05% | +198+12.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,816 | $564.0K | 0.00% | −174−8.7% | Reduced |
| Rafferty Asset Management, LLC | 1,865 | $579.0K | 0.00% | −187−9.1% | Reduced |
| Scissortail Wealth Management, LLC | 1,750 | $579.0K | 0.28% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,870 | $580.0K | 0.03% | +60+3.3% | Added |
| Verition Fund Management LLC | 1,919 | $596.0K | 0.01% | +1,919 | New |
| First Personal Financial Services | 1,928 | $598.0K | 0.14% | 00.0% | Unchanged |
| Rice Partnership, LLC | 1,997 | $620.0K | 0.18% | 00.0% | Unchanged |
| US Bancorp | 2,007 | $624.0K | 0.00% | −110−5.2% | Reduced |
| Bailard, Inc. | 2,030 | $630.0K | 0.02% | +8+0.4% | Added |
| Keybank National Association | 2,032 | $631.0K | 0.00% | −10−0.5% | Reduced |
| TrimTabs Asset Management, LLC | 2,186 | $679.0K | 0.23% | +53+2.5% | Added |
| LMR Partners LLP | 2,222 | $690.0K | 0.01% | +2,222 | New |
| Fernwood Investment Management, LLC | 2,225 | $691.0K | 0.24% | −150−6.3% | Reduced |
| Mission Wealth Management, LP | 2,256 | $701.0K | 0.03% | +349+18.3% | Added |
| BCJ Capital Management, LLC | 2,266 | $703.0K | 0.06% | +265+13.2% | Added |
| Gsa Capital Partners LLP | 2,315 | $719.0K | 0.10% | +2,315 | New |
| CIBC World Markets Inc. | 2,344 | $728.0K | 0.00% | −11,509−83.1% | Reduced |
| Atlas Brown,Inc. | 2,349 | $729.0K | 0.30% | 00.0% | Unchanged |
| Creative Planning | 2,381 | $739.0K | 0.00% | +346+17.0% | Added |
| Cetera Advisor Networks LLC | 2,410 | $748.0K | 0.01% | −93−3.7% | Reduced |
| Tudor Investment Corp Et Al | 2,410 | $748.0K | 0.02% | +2,410 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,429 | $754.0K | 0.02% | −316−11.5% | Reduced |
| Cetera Investment Advisers | 2,496 | $775.0K | 0.01% | −66−2.6% | Reduced |
| Two Sigma Securities, LLC | 2,518 | $782.0K | 0.11% | +2,518 | New |
| Virtu Financial LLC | 2,518 | $782.0K | 0.06% | +2,518 | New |
| Ethic Inc. | 2,577 | $800.0K | 0.06% | +877+51.6% | Added |
| Occudo Quantitative Strategies LP | 2,594 | $805.0K | 0.07% | −1,996−43.5% | Reduced |
| Marshall Financial Group LLC | 2,652 | $823.0K | 0.34% | +21+0.8% | Added |
| JustInvest LLC | 2,665 | $827.0K | 0.04% | +573+27.4% | Added |
| Bessemer Group Inc | 2,685 | $834.0K | 0.00% | +678+33.8% | Added |
| Becker Capital Management Inc | 2,750 | $854.0K | 0.03% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,758 | $856.0K | 0.32% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,762 | $857.0K | 0.58% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,765 | $858.0K | 0.06% | −15−0.5% | Reduced |
| Captrust Financial Advisors | 2,776 | $862.0K | 0.01% | +78+2.9% | Added |
| Cypress Capital Group | 2,940 | $863.0K | 0.11% | +467+18.9% | Added |