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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 43 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $13.0K | 0.00% | +1+2.4% | Added |
| JFS Wealth Advisors, LLC | 43 | $13.0K | 0.00% | +38+760.0% | Added |
| West Paces Advisors Inc. | 39 | $12.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $11.0K | 0.00% | +15+75.0% | Added |
| Money Concepts Capital Corp | 37 | $11.0K | 0.00% | +37 | New |
| Atlas Capital Advisors LLC | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 32 | $10.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 30 | $9.31K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $9.00K | 0.00% | −1−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $8.00K | 0.00% | +13+108.3% | Added |
| Clear Street Markets LLC | 25 | $8.00K | 0.00% | +25 | New |
| Credential Qtrade Securities Inc. | 25 | $7.76K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $7.00K | 0.00% | −17−43.6% | Reduced |
| First Horizon Advisors, Inc. | 24 | $7.00K | 0.00% | −3−11.1% | Reduced |
| Sandy Spring Bank | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $7.00K | 0.00% | +6+42.9% | Added |
| Rational Advisors LLC | 24 | $7.00K | 0.00% | +24 | New |
| Lenox Wealth Advisors, LLC | 21 | $7.00K | 0.00% | +21 | New |
| Core Alternative Capital | 22 | $7.00K | 0.00% | +22 | New |
| Gemmer Asset Management LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $6.00K | 0.00% | +1+5.3% | Added |
| HighMark Wealth Management LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 21 | $6.00K | 0.00% | +21 | New |
| Johnson Financial Group, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 16 | $5.00K | 0.00% | +16 | New |
| Prospera Financial Services Inc | 17 | $5.00K | 0.00% | +17 | New |
| Trustcore Financial Services, LLC | 14 | $4.00K | 0.00% | −105−88.2% | Reduced |
| MV Capital Management, Inc. | 12 | $4.00K | 0.00% | −1−7.7% | Reduced |
| Tarbox Family Office, Inc. | 9 | $3.00K | 0.00% | −12−57.1% | Reduced |
| AlphaMark Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 6 | $2.00K | 0.00% | −1−14.3% | Reduced |
| Sierra Capital LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 7 | $2.00K | 0.00% | +7 | New |
| Disciplined Investments, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Cordant, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Column Capital Advisors, LLC | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| IAG Wealth Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $310 | 0.00% | – | New |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 81,633 | $0 | 0.00% | +81,633 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Longfellow Investment Management Co LLC | 1 | – | – | 00.0% | Unchanged |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −75,087−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −60,990−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −16,785−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −9,415−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −6,788−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,626−100.0% | Sold out |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Canandaigua National Corp | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |