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, Q3 2022
Institutional positions in Waters Corp as of Sep 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
- 644
- −4 vs. Q2 2022
- Shares held
- 53.6M
- +246.3K (+0.5%) vs. Q2 2022
- Total value
- $14.5B
- −$3.23B (−18.3%) vs. Q2 2022
- New holders
- 61
- 183 more added
- Sold out
- 65
- 255 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $809 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $809 | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 7 | $1.89K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $2.00K | 0.00% | −7−50.0% | Reduced |
| 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 |
| 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% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Bellwether Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 4 | $2.00K | 0.00% | +4 | New |
| MV Capital Management, Inc. | 10 | $3.00K | 0.00% | −12−54.5% | Reduced |
| Loomis Sayles & Co L P | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rise Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 16 | $4.00K | 0.00% | −9−36.0% | Reduced |
| Trustcore Financial Services, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $5.00K | 0.00% | −2−10.0% | Reduced |
| Eukles Asset Management | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $5.00K | 0.00% | +1+5.3% | Added |
| Harding Loevner LP | 18 | $5.00K | 0.00% | +18 | New |
| TCI Wealth Advisors, Inc. | 22 | $6.00K | 0.00% | +1+4.8% | Added |
| Core Alternative Capital | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $6.00K | 0.00% | +19+950.0% | Added |
| American National Bank | 22 | $6.00K | 0.00% | +22 | New |
| Credential Qtrade Securities Inc. | 25 | $6.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 26 | $7.00K | 0.00% | +1+4.0% | Added |
| CVA Family Office, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 27 | $7.00K | 0.01% | +2+8.0% | Added |
| First Horizon Advisors, Inc. | 27 | $7.00K | 0.00% | +8+42.1% | Added |
| Crewe Advisors LLC | 25 | $7.00K | 0.00% | +15+150.0% | Added |
| Sutton Wealth Advisors Inc. | 29 | $7.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $9.00K | 0.00% | −2−5.7% | Reduced |
| Earnest Partners LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $10.0K | 0.00% | −9−20.0% | Reduced |
| Lindbrook Capital, LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $10.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $11.0K | 0.00% | +6+17.6% | Added |
| Zions Bancorporation, N.A. | 46 | $12.0K | 0.00% | −17−27.0% | Reduced |
| Prestige Wealth Management Group LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $13.0K | 0.00% | +8+19.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 51 | $14.0K | 0.00% | −300−85.5% | Reduced |
| Parkside Financial Bank & Trust | 49 | $14.0K | 0.00% | −16−24.6% | Reduced |
| IFP Advisors, Inc | 180 | $17.0K | 0.00% | +5+2.9% | Added |
| Bangor Savings Bank | 70 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $20.0K | 0.00% | +5+9.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $26.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $26.0K | 0.00% | +100 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 100 | $27.0K | 0.02% | +100 | New |
| Proequities, Inc. | 103 | $28.0K | 0.00% | −54−34.4% | Reduced |
| Glassman Wealth Services | 114 | $31.0K | 0.01% | +4+3.6% | Added |
| TD Private Client Wealth LLC | 116 | $31.3K | 0.00% | +12+11.5% | Added |
| Rosenberg Matthew Hamilton | 131 | $35.0K | 0.01% | +1+0.8% | Added |
| Kenfarb & Co. | 130 | $35.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 139 | $38.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 148 | $40.0K | 0.00% | −74−33.3% | Reduced |
| Optimum Investment Advisors | 150 | $40.0K | 0.02% | −15−9.1% | Reduced |
| Tyler-Stone Wealth Management | 150 | $40.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 165 | $44.0K | 0.00% | +71+75.5% | Added |
| Allworth Financial LP | 168 | $45.0K | 0.00% | −19−10.2% | Reduced |
| Ellevest, Inc. | 170 | $46.0K | 0.00% | +100+142.9% | Added |
| Global Financial Private Client, LLC | 168 | $46.8K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 173 | $47.0K | 0.00% | −178−50.7% | Reduced |
| Washington Trust Co | 187 | $50.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 190 | $51.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 198 | $53.4K | 0.00% | −6−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $54.0K | 0.00% | −16−7.4% | Reduced |
| Alta Advisers Ltd | 200 | $54.0K | 0.03% | +200 | New |
| Evoke Wealth, LLC | 203 | $55.0K | 0.00% | −19−8.6% | Reduced |
| Altshuler Shaham Ltd | 199 | $55.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 224 | $60.0K | 0.00% | −114−33.7% | Reduced |
| Quent Capital, LLC | 221 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 228 | $62.0K | 0.02% | −612−72.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 250 | $67.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 280 | $75.0K | 0.18% | −59−17.4% | Reduced |
| Penserra Capital Management LLC | 288 | $77.0K | 0.00% | +6+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 298 | $80.0K | 0.00% | −131−30.5% | Reduced |
| Aquatic Capital Management LLC | 300 | $81.0K | 0.01% | +300 | New |