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 |
|---|---|---|---|---|---|
| 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 |
| First Hawaiian Bank | 1,716 | $533.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,715 | $532.0K | 0.18% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,713 | $530.0K | 0.00% | −40,419−95.9% | Reduced |
| Charter Research & Investment Group, Inc. | 1,700 | $528.0K | 0.43% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,691 | $525.0K | 0.04% | +105+6.6% | Added |
| Pinnacle Associates Ltd | 1,680 | $521.0K | 0.01% | +100+6.3% | 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 |
| Vontobel Holding Ltd. | 1,583 | $510.0K | 0.00% | +19+1.2% | Added |
| Kestra Advisory Services, LLC | 1,638 | $508.0K | 0.01% | −80−4.7% | Reduced |
| Neville Rodie & Shaw Inc | 1,637 | $505.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,594 | $495.0K | 0.01% | +192+13.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,581 | $491.0K | 0.01% | −200−11.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,580 | $490.0K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,571 | $488.0K | 0.02% | +388+32.8% | Added |
| Wolverine Trading, LLC | 1,500 | $482.0K | 0.01% | −1,322−46.8% | Reduced |
| Jump Financial, LLC | 1,547 | $480.0K | 0.02% | +1,547 | New |
| First Light Asset Management, LLC | 1,536 | $477.0K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,528 | $474.0K | 0.03% | 00.0% | Unchanged |
| Sun Life Financial INC | 1,502 | $465.0K | 0.02% | −50−3.2% | Reduced |
| Advisor Partners LLC | 1,480 | $459.0K | 0.03% | −217−12.8% | Reduced |
| 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 |
| Brown, Lisle/Cummings, Inc. | 1,420 | $440.8K | 0.21% | +1,050+283.8% | Added |
| Cerity Partners LLC | 1,409 | $437.0K | 0.01% | +377+36.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,403 | $435.5K | 0.00% | −2,554−64.5% | Reduced |
| Stiles Financial Services Inc | 1,393 | $432.0K | 0.22% | −35−2.5% | Reduced |
| PDT Partners, LLC | 1,385 | $430.0K | 0.04% | −10,915−88.7% | Reduced |
| Camden Capital, LLC | 1,373 | $426.0K | 0.09% | +269+24.4% | Added |
| Leonteq Securities AG | 1,368 | $424.6K | 0.02% | −689−33.5% | Reduced |
| Brave Asset Management Inc | 1,366 | $424.0K | 0.15% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,330 | $412.0K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,325 | $411.0K | 0.03% | +1,325 | New |
| Meiji Yasuda Life Insurance Co | 1,315 | $408.0K | 0.01% | −376−22.2% | Reduced |
| Beaton Management Co. Inc. | 1,300 | $404.0K | 0.25% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,290 | $400.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,284 | $399.0K | 0.02% | −48−3.6% | Reduced |
| 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 |
| Huntington National Bank | 1,265 | $393.0K | 0.00% | +6+0.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,250 | $388.0K | 0.05% | 00.0% | Unchanged |
| Regent Investment Management LLC | 1,240 | $385.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Meiji Yasuda Asset Management Co Ltd. | 1,227 | $381.0K | 0.02% | −118−8.8% | Reduced |
| Brown Brothers Harriman & Co | 1,215 | $377.0K | 0.00% | +693+132.8% | Added |
| Middleton & Co Inc | 1,205 | $374.0K | 0.04% | −190−13.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,180 | $366.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Great Lakes Advisors, LLC | 1,163 | $361.0K | 0.01% | +1,163 | New |
| Profund Advisors LLC | 1,157 | $359.0K | 0.02% | −212−15.5% | Reduced |
| Empirical Finance, LLC | 1,140 | $354.0K | 0.04% | +119+11.7% | Added |
| Forte Capital LLC | 930 | $347.0K | 0.04% | −35−3.6% | Reduced |
| 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 |
| Marble Harbor Investment Counsel, LLC | 1,100 | $341.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,100 | $341.0K | 0.01% | +50+4.8% | Added |
| Portland Global Advisors LLC | 1,093 | $339.0K | 0.06% | −225−17.1% | Reduced |
| Greenleaf Trust | 1,082 | $336.0K | 0.00% | +164+17.9% | Added |
| Mercer Global Advisors Inc | 1,074 | $333.0K | 0.00% | −359−25.1% | Reduced |
| Cigna Investments Inc | 1,059 | $329.0K | 0.04% | −316−23.0% | Reduced |
| Accredited Investors Inc. | 1,053 | $327.0K | 0.03% | −10−0.9% | 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 |
| Alpha Paradigm Partners, LLC | 1,028 | $319.0K | 0.13% | −200−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,020 | $317.0K | 0.01% | +478+88.2% | Added |
| 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 |
| 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 |
| Deseret Mutual Benefit Administrators | 1,007 | $313.0K | 0.06% | −117−10.4% | Reduced |
| 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 |
| Astrantus Ltd | 990 | $307.0K | 0.52% | +990 | New |
| Veritable, L.P. | 977 | $303.0K | 0.00% | +50+5.4% | Added |
| Metis Global Partners, LLC | 967 | $300.0K | 0.04% | +430+80.1% | Added |
| IBM Retirement Fund | 961 | $298.0K | 0.04% | −55−5.4% | Reduced |
| Allen Investment Management LLC | 943 | $293.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parametrica Management Ltd | 932 | $289.0K | 0.21% | +932 | New |
| Verus Capital Partners, LLC | 890 | $287.0K | 0.04% | +890 | New |
| 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 |
| Rockland Trust Co | 909 | $283.0K | 0.02% | −27−2.9% | Reduced |
| Ieq Capital, LLC | 909 | $282.0K | 0.01% | +108+13.5% | Added |
| Birchcreek Wealth Management, LLC | 900 | $279.0K | 0.25% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 890 | $276.0K | 0.02% | +78+9.6% | Added |
| Endurance Wealth Management, Inc. | 880 | $273.0K | 0.04% | 00.0% | Unchanged |
| KilterHowling LLC | 867 | $269.1K | 0.27% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 863 | $268.0K | 0.04% | −2−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 851 | $264.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 848 | $264.0K | 0.01% | +98+13.1% | Added |