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 |
|---|---|---|---|---|---|
| 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 |
| ETF Managers Group, LLC | 803 | $258.0K | 0.01% | +803 | New |
| Ameritas Investment Partners, Inc. | 826 | $256.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 824 | $255.0K | 0.00% | +147+21.7% | Added |
| Claret Asset Management Corp | 817 | $254.0K | 0.05% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 815 | $253.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Simplify Asset Management Inc. | 792 | $246.0K | 0.03% | +792 | New |
| Avestar Capital, LLC | 785 | $244.0K | 0.05% | +50+6.8% | Added |
| NorthRock Partners, LLC | 776 | $241.0K | 0.02% | +8+1.0% | Added |
| FDx Advisors, Inc. | 776 | $241.0K | 0.01% | +37+5.0% | Added |
| Checchi Capital Advisers, LLC | 774 | $240.0K | 0.02% | +31+4.2% | Added |
| Oak Thistle LLC | 775 | $240.0K | 0.13% | +775 | New |
| Kingsview Wealth Management, LLC | 769 | $238.7K | 0.01% | −41−5.1% | Reduced |
| 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 |
| Cardinal Strategic Wealth Guidance | 750 | $233.0K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 735 | $228.0K | 0.01% | −729−49.8% | Reduced |
| Forum Financial Management, LP | 722 | $224.0K | 0.01% | −7−1.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 700 | $217.0K | 0.01% | −60−7.9% | Reduced |
| qPULA Trading Management LP | 681 | $211.0K | 0.28% | +681 | New |
| Pathstone Family Office, LLC | 675 | $209.0K | 0.00% | −20−2.9% | Reduced |
| Clean Yield Group | 670 | $208.0K | 0.07% | −95−12.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 666 | $207.0K | 0.02% | +99+17.5% | Added |
| Signaturefd, LLC | 660 | $205.0K | 0.01% | +38+6.1% | Added |
| 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 |
| Siemens Fonds Invest GmbH | 651 | $202.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 644 | $200.0K | 0.02% | +17+2.7% | Added |
| Kepos Capital LP | 641 | $199.0K | 0.01% | −121−15.9% | Reduced |
| 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 |
| Cutler Group LP | 578 | $179.0K | 0.02% | +578 | New |
| Sugarloaf Wealth Management, LLC | 541 | $168.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 537 | $166.0K | 0.03% | −45−7.7% | Reduced |
| Parallel Advisors, LLC | 500 | $161.0K | 0.01% | +58+13.1% | Added |
| CWM, LLC | 517 | $160.0K | 0.00% | +460+807.0% | Added |
| Cacti Asset Management LLC | 500 | $159.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 495 | $154.0K | 0.05% | −83−14.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 455 | $142.0K | 0.00% | +135+42.2% | Added |
| Clearstead Advisors, LLC | 453 | $141.0K | 0.01% | +93+25.8% | Added |
| FourThought Financial, LLC | 448 | $139.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 435 | $135.0K | 0.00% | +435 | New |
| Charter Oak Capital Management, LLC | 405 | $126.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 397 | $123.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 386 | $120.0K | 0.00% | −1,388−78.2% | Reduced |
| Newfound Research LLC | 376 | $117.0K | 0.15% | +376 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $116.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 362 | $112.0K | 0.00% | +111+44.2% | Added |
| NuWave Investment Management, LLC | 359 | $111.0K | 0.15% | +359 | New |
| Covestor Ltd | 345 | $107.0K | 0.07% | +190+122.6% | Added |
| Smith Group Asset Management, LLC | 338 | $105.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 337 | $104.6K | 0.00% | −71−17.4% | Reduced |
| Salem Investment Counselors Inc | 325 | $101.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 323 | $100.0K | 0.01% | −1−0.3% | Reduced |
| Whittier Trust Co | 322 | $100.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 311 | $97.0K | 0.00% | −254−45.0% | Reduced |
| DuPont Capital Management Corp | 300 | $93.0K | 0.00% | −68−18.5% | Reduced |
| Penserra Capital Management LLC | 291 | $90.0K | 0.00% | +19+7.0% | Added |
| Tobam | 271 | $84.0K | 0.00% | +60+28.4% | Added |
| Walleye Trading LLC | 257 | $80.0K | 0.00% | +257 | New |
| Kistler-Tiffany Companies, LLC | 250 | $78.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 242 | $75.0K | 0.01% | −50−17.1% | Reduced |
| Quent Capital, LLC | 237 | $74.0K | 0.01% | +23+10.7% | Added |
| Arcadia Investment Management Corp | 227 | $70.0K | 0.01% | −82−26.5% | Reduced |
| Itau Unibanco Holding S.A. | 222 | $69.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 209 | $65.0K | 0.00% | +6+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $62.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 200 | $62.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 190 | $59.0K | 0.04% | −100−34.5% | Reduced |
| Washington Trust Co | 187 | $58.0K | 0.00% | −10−5.1% | Reduced |
| Global Financial Private Client, LLC | 168 | $52.1K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 151 | $47.0K | 0.00% | −3,600−96.0% | Reduced |
| Optimum Investment Advisors | 150 | $47.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $47.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 141 | $44.0K | 0.00% | −184−56.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 127 | $41.0K | 0.00% | −82−39.2% | Reduced |
| Rosenberg Matthew Hamilton | 130 | $40.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 130 | $40.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 126 | $39.0K | 0.00% | −24−16.0% | Reduced |
| Altshuler Shaham Ltd | 121 | $38.0K | 0.00% | +121 | New |
| TD Private Client Wealth LLC | 119 | $36.9K | 0.00% | +38+46.9% | Added |
| Glassman Wealth Services | 114 | $35.0K | 0.01% | +5+4.6% | Added |
| Asset Dedication, LLC | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 318 | $30.0K | 0.00% | +197+162.8% | Added |
| Smithfield Trust Co | 96 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $27.0K | 0.00% | +52+144.4% | Added |
| Riverview Trust Co | 66 | $20.0K | 0.01% | +66 | New |
| Parkside Financial Bank & Trust | 59 | $18.0K | 0.00% | +12+25.5% | Added |
| Lindbrook Capital, LLC | 53 | $16.0K | 0.00% | +15+39.5% | Added |
| Prestige Wealth Management Group LLC | 44 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 47 | $14.0K | 0.00% | +47 | New |