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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, Q2 2022

Institutional positions in Waters Corp as of Jun 30, 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
654
+3 vs. Q1 2022
Shares held
53.4M
−450.8K (−0.8%) vs. Q1 2022
Total value
$17.7B
+$993.0M (+5.9%) vs. Q1 2022
New holders
56
195 more added
Sold out
53
271 more reduced

10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 654 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ2 2022: $17.7B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2022.

Institutions holding WAT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.2$00.00%−22−91.7%Reduced
Whittier Trust Co of Nevada Inc1$00.00%+1New
Lee Financial Co1$00.00%+1New
WestEnd Advisors, LLC1$3300.00%––
Financial Synergies Wealth Advisors, Inc.3$9930.00%+3New
Capstone Investment Advisors, LLC3$1.00K0.00%−650−99.5%Reduced
Aua Capital Management, LLC4$1.00K0.00%−2−33.3%Reduced
Column Capital Advisors, LLC2$1.00K0.00%00.0%Unchanged
Surevest, LLC2$1.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC2$1.00K0.00%00.0%Unchanged
Curi Capital3$1.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC2$1.00K0.00%+1+100.0%Added
Heritage Financial Services, LLC4$1.00K0.00%+4New
Spire Wealth Management2$1.00K0.00%+2New
Eagle Bay Advisors LLC5$1.66K0.00%+5New
Blue Bell Private Wealth Management, LLC6$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.6$2.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC7$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC6$2.00K0.00%+1+20.0%Added
KB Financial Partners, LLC7$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$2.32K0.00%00.0%Unchanged
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC10$3.00K0.00%00.0%Unchanged
Mechanics Financial Corp10$3.00K0.00%00.0%Unchanged
Seldon Capital LP8$3.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC10$3.00K0.00%+6+150.0%Added
Crewe Advisors LLC10$3.00K0.00%+10New
Loomis Sayles & Co L P12$4.00K0.00%−4−25.0%Reduced
AdvisorNet Financial, Inc12$4.00K0.00%+12New
Sargent Bickham Lagudis LLC11$4.00K0.00%+11New
Investors Research Corp12$4.00K0.00%+12New
First Horizon Advisors, Inc.19$5.00K0.00%−5−20.8%Reduced
Johnson Financial Group, Inc.15$5.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC14$5.00K0.00%00.0%Unchanged
Schubert & Co14$5.00K0.00%+10+250.0%Added
Eukles Asset Management18$6.00K0.00%−14−43.8%Reduced
Versant Capital Management, Inc19$6.00K0.00%−1−5.0%Reduced
Fieldpoint Private Securities, LLC17$6.00K0.00%00.0%Unchanged
Sandy Spring Bank22$7.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.21$7.00K0.00%−1−4.5%Reduced
EverSource Wealth Advisors, LLC20$7.00K0.00%00.0%Unchanged
Core Alternative Capital22$7.00K0.00%00.0%Unchanged
Prospera Financial Services Inc22$7.00K0.00%+5+29.4%Added
MV Capital Management, Inc.22$7.00K0.00%+10+83.3%Added
CVA Family Office, LLC25$8.00K0.00%−10−28.6%Reduced
Bourgeon Capital Management LLC25$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.25$8.00K0.00%00.0%Unchanged
Rational Advisors LLC25$8.00K0.00%+1+4.2%Added
HighMark Wealth Management LLC25$8.00K0.01%+6+31.6%Added
Credential Qtrade Securities Inc.25$8.27K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC26$9.00K0.00%00.0%Unchanged
Private Trust Co NA26$9.00K0.00%+26New
Sutton Wealth Advisors Inc.29$9.60K0.00%00.0%Unchanged
Atlas Capital Advisors LLC33$10.9K0.00%00.0%Unchanged
Earnest Partners LLC32$11.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC34$11.0K0.00%+4+13.3%Added
Bell Investment Advisors, Inc35$12.0K0.00%+35New
West Paces Advisors Inc.39$12.9K0.00%00.0%Unchanged
Lindbrook Capital, LLC38$13.0K0.00%−15−28.3%Reduced
Farmers & Merchants Investments Inc42$14.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC44$15.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC45$15.0K0.00%+2+4.7%Added
IFP Advisors, Inc175$16.0K0.00%−143−45.0%Reduced
Ronald Blue Trust, Inc.55$17.0K0.00%+55New
Venture Visionary Partners LLC57$18.9K0.00%+57New
Zions Bancorporation, N.A.63$21.0K0.00%+20+46.5%Added
Riverview Trust Co66$22.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust65$22.0K0.01%+6+10.2%Added
Ellevest, Inc.70$23.0K0.00%−18−20.5%Reduced
Bangor Savings Bank70$23.0K0.00%+70New
Ci Investments Inc.94$31.0K0.00%−217−69.8%Reduced
Smithfield Trust Co96$32.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$33.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$33.0K0.02%00.0%Unchanged
Cascade Investment Advisors, Inc.100$33.1K0.03%00.0%Unchanged
TD Private Client Wealth LLC104$34.4K0.00%−15−12.6%Reduced
Glassman Wealth Services110$36.0K0.01%−4−3.5%Reduced
Kenfarb & Co.130$40.0K0.03%00.0%Unchanged
Clear Street Markets LLC126$42.0K0.01%+101+404.0%Added
Kepos Capital LP132$44.0K0.00%−509−79.4%Reduced
Rosenberg Matthew Hamilton130$44.0K0.02%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.139$46.0K0.00%+12+9.4%Added
Tyler-Stone Wealth Management150$50.0K0.03%00.0%Unchanged
Proequities, Inc.157$52.0K0.00%−85−35.1%Reduced
Optimum Investment Advisors165$55.0K0.03%+15+10.0%Added
Global Financial Private Client, LLC168$56.9K0.03%00.0%Unchanged
Washington Trust Co187$62.0K0.00%00.0%Unchanged
Allworth Financial LP187$62.0K0.00%+61+48.4%Added
Piscataqua Savings Bank190$63.0K0.06%00.0%Unchanged
CX Institutional192$64.0K0.00%+192New
Altshuler Shaham Ltd199$66.0K0.00%+78+64.5%Added
American Portfolios Advisors204$67.5K0.00%−133−39.5%Reduced
Steward Financial Group LLC210$69.0K0.06%+10+5.0%Added
Benjamin F. Edwards & Company, Inc.216$71.0K0.00%+16+8.0%Added
Quent Capital, LLC221$73.0K0.02%−16−6.8%Reduced
Itau Unibanco Holding S.A.222$73.0K0.00%00.0%Unchanged
Evoke Wealth, LLC222$73.0K0.00%+13+6.2%Added
Kistler-Tiffany Companies, LLC250$83.0K0.02%00.0%Unchanged
C M Bidwell & Associates Ltd272$90.0K0.07%+272New