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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | 813 | $269.0K | 0.07% | +813 | New |
| Shufro Rose & Co LLC | 800 | $265.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $265.0K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 796 | $264.0K | 0.01% | −52−6.1% | Reduced |
| Buffington Mohr McNeal | 780 | $258.0K | 0.06% | −2,050−72.4% | Reduced |
| Claret Asset Management Corp | 777 | $257.0K | 0.06% | −40−4.9% | Reduced |
| NorthRock Partners, LLC | 771 | $255.0K | 0.03% | −5−0.6% | Reduced |
| Cigna Investments Inc | 768 | $254.0K | 0.05% | −291−27.5% | Reduced |
| Northstar Asset Management LLC | 754 | $250.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 755 | $250.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 754 | $249.0K | 0.01% | −72−8.7% | Reduced |
| Cardinal Strategic Wealth Guidance | 750 | $248.0K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 750 | $248.0K | 0.01% | +28+3.9% | Added |
| Rockefeller Capital Management L.P. | 720 | $238.0K | 0.00% | −104−12.6% | Reduced |
| Columbia Asset Management | 705 | $233.0K | 0.06% | +705 | New |
| Reynders McVeigh Capital Management, LLC | 700 | $232.0K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 679 | $225.0K | 0.30% | +679 | New |
| Clean Yield Group | 670 | $222.0K | 0.09% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 661 | $219.0K | 0.01% | −177−21.1% | Reduced |
| Quadrant Capital Group LLC | 658 | $218.0K | 0.03% | +14+2.2% | Added |
| Bigelow Investment Advisors, LLC | 654 | $216.0K | 0.12% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 651 | $215.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 648 | $214.0K | 0.01% | −105−13.9% | Reduced |
| Waldron Private Wealth LLC | 637 | $210.0K | 0.01% | +637 | New |
| Trust Asset Management LLC | 634 | $210.0K | 0.03% | +634 | New |
| Signaturefd, LLC | 622 | $206.0K | 0.01% | −38−5.8% | Reduced |
| Canandaigua National Corp | 618 | $205.0K | 0.04% | +618 | New |
| Brighton Jones LLC | 618 | $205.0K | 0.01% | +618 | New |
| Fund Management at Engine No. 1 LLC | 609 | $202.0K | 0.05% | +609 | New |
| Ridgewood Investments LLC | 606 | $201.0K | 0.16% | +606 | New |
| Clearstead Advisors, LLC | 581 | $192.0K | 0.01% | +128+28.3% | Added |
| Sugarloaf Wealth Management, LLC | 541 | $179.0K | 0.05% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $165.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 474 | $157.0K | 0.00% | −741−61.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 460 | $152.0K | 0.00% | +309+204.6% | Added |
| FourThought Financial, LLC | 448 | $148.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 429 | $143.0K | 0.00% | −26−5.7% | Reduced |
| AGF Investments LLC | 431 | $143.0K | 0.01% | +431 | New |
| Sentry Investment Management LLC | 414 | $137.0K | 0.06% | −81−16.4% | Reduced |
| Whittier Trust Co | 412 | $136.0K | 0.00% | +90+28.0% | Added |
| Charter Oak Capital Management, LLC | 405 | $134.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 400 | $133.0K | 0.11% | +55+15.9% | Added |
| Central Trust Co | 397 | $131.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $124.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 351 | $116.0K | 0.01% | −500−58.8% | Reduced |
| CWM, LLC | 351 | $116.0K | 0.00% | −166−32.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 350 | $116.0K | 0.00% | +350 | New |
| Foster Dykema Cabot & Co Inc | 340 | $113.0K | 0.01% | +340 | New |
| Parallel Advisors, LLC | 338 | $112.0K | 0.01% | −162−32.4% | Reduced |
| Newfound Research LLC | 339 | $112.0K | 0.24% | −37−9.8% | Reduced |
| Salem Investment Counselors Inc | 325 | $108.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 324 | $107.0K | 0.01% | +1+0.3% | Added |
| Assetmark, Inc | 293 | $97.0K | 0.00% | −69−19.1% | Reduced |
| Penserra Capital Management LLC | 282 | $93.0K | 0.00% | −9−3.1% | Reduced |
| C M Bidwell & Associates Ltd | 272 | $90.0K | 0.07% | +272 | New |
| Kistler-Tiffany Companies, LLC | 250 | $83.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 221 | $73.0K | 0.02% | −16−6.8% | Reduced |
| Itau Unibanco Holding S.A. | 222 | $73.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 222 | $73.0K | 0.00% | +13+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 216 | $71.0K | 0.00% | +16+8.0% | Added |
| Steward Financial Group LLC | 210 | $69.0K | 0.06% | +10+5.0% | Added |
| American Portfolios Advisors | 204 | $67.5K | 0.00% | −133−39.5% | Reduced |
| Altshuler Shaham Ltd | 199 | $66.0K | 0.00% | +78+64.5% | Added |
| CX Institutional | 192 | $64.0K | 0.00% | +192 | New |
| Piscataqua Savings Bank | 190 | $63.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 187 | $62.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 187 | $62.0K | 0.00% | +61+48.4% | Added |
| Global Financial Private Client, LLC | 168 | $56.9K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 165 | $55.0K | 0.03% | +15+10.0% | Added |
| Proequities, Inc. | 157 | $52.0K | 0.00% | −85−35.1% | Reduced |
| Tyler-Stone Wealth Management | 150 | $50.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 139 | $46.0K | 0.00% | +12+9.4% | Added |
| Kepos Capital LP | 132 | $44.0K | 0.00% | −509−79.4% | Reduced |
| Rosenberg Matthew Hamilton | 130 | $44.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 126 | $42.0K | 0.01% | +101+404.0% | Added |
| Kenfarb & Co. | 130 | $40.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 110 | $36.0K | 0.01% | −4−3.5% | Reduced |
| TD Private Client Wealth LLC | 104 | $34.4K | 0.00% | −15−12.6% | Reduced |
| Cascade Investment Advisors, Inc. | 100 | $33.1K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 94 | $31.0K | 0.00% | −217−69.8% | Reduced |
| Ellevest, Inc. | 70 | $23.0K | 0.00% | −18−20.5% | Reduced |
| Bangor Savings Bank | 70 | $23.0K | 0.00% | +70 | New |
| Riverview Trust Co | 66 | $22.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $22.0K | 0.01% | +6+10.2% | Added |
| Zions Bancorporation, N.A. | 63 | $21.0K | 0.00% | +20+46.5% | Added |
| Venture Visionary Partners LLC | 57 | $18.9K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 55 | $17.0K | 0.00% | +55 | New |
| IFP Advisors, Inc | 175 | $16.0K | 0.00% | −143−45.0% | Reduced |
| Prestige Wealth Management Group LLC | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $15.0K | 0.00% | +2+4.7% | Added |
| Farmers & Merchants Investments Inc | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $13.0K | 0.00% | −15−28.3% | Reduced |
| West Paces Advisors Inc. | 39 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $12.0K | 0.00% | +35 | New |
| Earnest Partners LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $11.0K | 0.00% | +4+13.3% | Added |
| Atlas Capital Advisors LLC | 33 | $10.9K | 0.00% | 00.0% | Unchanged |