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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 29 | $9.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 26 | $9.00K | 0.00% | +26 | New |
| Credential Qtrade Securities Inc. | 25 | $8.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $8.00K | 0.00% | −10−28.6% | Reduced |
| Bourgeon Capital Management LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 25 | $8.00K | 0.00% | +1+4.2% | Added |
| HighMark Wealth Management LLC | 25 | $8.00K | 0.01% | +6+31.6% | Added |
| Sandy Spring Bank | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $7.00K | 0.00% | −1−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 22 | $7.00K | 0.00% | +5+29.4% | Added |
| MV Capital Management, Inc. | 22 | $7.00K | 0.00% | +10+83.3% | Added |
| Eukles Asset Management | 18 | $6.00K | 0.00% | −14−43.8% | Reduced |
| Versant Capital Management, Inc | 19 | $6.00K | 0.00% | −1−5.0% | Reduced |
| Fieldpoint Private Securities, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $5.00K | 0.00% | −5−20.8% | Reduced |
| Johnson Financial Group, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $5.00K | 0.00% | +10+250.0% | Added |
| Loomis Sayles & Co L P | 12 | $4.00K | 0.00% | −4−25.0% | Reduced |
| AdvisorNet Financial, Inc | 12 | $4.00K | 0.00% | +12 | New |
| Sargent Bickham Lagudis LLC | 11 | $4.00K | 0.00% | +11 | New |
| Investors Research Corp | 12 | $4.00K | 0.00% | +12 | New |
| 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 |
| Seldon Capital LP | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $3.00K | 0.00% | +6+150.0% | Added |
| Crewe Advisors LLC | 10 | $3.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 7 | $2.32K | 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 |
| Financial Enhancement Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5 | $1.66K | 0.00% | +5 | New |
| Capstone Investment Advisors, LLC | 3 | $1.00K | 0.00% | −650−99.5% | Reduced |
| Aua Capital Management, LLC | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Column Capital Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Heritage Financial Services, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Spire Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $993 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $330 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | −22−91.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | +1 | New |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −125,402−100.0% | Sold out |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −47,697−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,417−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,834−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,985−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,742−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,951−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |