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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 868 | $234.0K | 0.00% | −107−11.0% | Reduced |
| KilterHowling LLC | 867 | $233.7K | 0.28% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 863 | $233.0K | 0.01% | −1,626−65.3% | Reduced |
| Oak Thistle LLC | 857 | $231.0K | 0.83% | +857 | New |
| Exchange Traded Concepts, LLC | 848 | $229.0K | 0.01% | +848 | New |
| Lido Advisors, LLC | 842 | $226.0K | 0.00% | −1,585−65.3% | Reduced |
| Avestar Capital, LLC | 822 | $222.0K | 0.06% | −162−16.5% | Reduced |
| Deseret Mutual Benefit Administrators | 819 | $221.0K | 0.06% | −115−12.3% | Reduced |
| Viewpoint Capital Management LLC | 815 | $220.0K | 0.22% | 00.0% | Unchanged |
| Ergoteles LLC | 818 | $220.0K | 0.01% | +818 | New |
| FDx Advisors, Inc. | 807 | $217.0K | 0.01% | −131−14.0% | Reduced |
| Shufro Rose & Co LLC | 800 | $216.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $216.0K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 785 | $212.0K | 0.02% | −35−4.3% | Reduced |
| Buffington Mohr McNeal | 780 | $210.0K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 770 | $208.0K | 0.05% | −7−0.9% | Reduced |
| NorthRock Partners, LLC | 767 | $207.0K | 0.02% | −4−0.5% | Reduced |
| Advisory Services Network, LLC | 760 | $205.0K | 0.01% | +99+15.0% | Added |
| Stevens Capital Management LP | 762 | $205.0K | 0.13% | +762 | New |
| Northstar Asset Management LLC | 754 | $203.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 755 | $203.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 754 | $203.0K | 0.01% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 754 | $203.0K | 0.20% | +754 | New |
| Forum Financial Management, LP | 750 | $202.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 726 | $196.0K | 0.03% | +68+10.3% | Added |
| Wahed Invest LLC | 705 | $190.0K | 0.12% | +705 | New |
| Signaturefd, LLC | 679 | $183.0K | 0.01% | +57+9.2% | Added |
| Clean Yield Group | 670 | $181.0K | 0.09% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 605 | $163.0K | 0.19% | +605 | New |
| Clearstead Advisors, LLC | 581 | $157.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 554 | $149.0K | 0.07% | +140+33.8% | Added |
| Sugarloaf Wealth Management, LLC | 541 | $146.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 539 | $146.0K | 0.13% | +139+34.8% | Added |
| Cacti Asset Management LLC | 500 | $135.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 465 | $125.0K | 0.00% | −9−1.9% | Reduced |
| Wipfli Financial Advisors LLC, | 457 | $123.0K | 0.01% | +457 | New |
| FourThought Financial, LLC | 448 | $121.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 412 | $111.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 397 | $107.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 369 | $99.0K | 0.00% | −6−1.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 350 | $94.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 325 | $88.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 324 | $87.0K | 0.00% | +31+10.6% | Added |
| Leonteq Securities AG | 311 | $83.8K | 0.00% | −1,034−76.9% | Reduced |
| Aquatic Capital Management LLC | 300 | $81.0K | 0.01% | +300 | New |
| Northwestern Mutual Wealth Management Co | 298 | $80.0K | 0.00% | −131−30.5% | Reduced |
| Penserra Capital Management LLC | 288 | $77.0K | 0.00% | +6+2.1% | Added |
| Newfound Research LLC | 280 | $75.0K | 0.18% | −59−17.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 250 | $67.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 228 | $62.0K | 0.02% | −612−72.9% | Reduced |
| Parallel Advisors, LLC | 224 | $60.0K | 0.00% | −114−33.7% | Reduced |
| Quent Capital, LLC | 221 | $60.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 203 | $55.0K | 0.00% | −19−8.6% | Reduced |
| Altshuler Shaham Ltd | 199 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $54.0K | 0.00% | −16−7.4% | Reduced |
| Alta Advisers Ltd | 200 | $54.0K | 0.03% | +200 | New |
| American Portfolios Advisors | 198 | $53.4K | 0.00% | −6−2.9% | Reduced |
| Piscataqua Savings Bank | 190 | $51.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 187 | $50.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 173 | $47.0K | 0.00% | −178−50.7% | Reduced |
| Global Financial Private Client, LLC | 168 | $46.8K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 170 | $46.0K | 0.00% | +100+142.9% | Added |
| Allworth Financial LP | 168 | $45.0K | 0.00% | −19−10.2% | Reduced |
| Ci Investments Inc. | 165 | $44.0K | 0.00% | +71+75.5% | Added |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 139 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 131 | $35.0K | 0.01% | +1+0.8% | Added |
| Kenfarb & Co. | 130 | $35.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 116 | $31.3K | 0.00% | +12+11.5% | Added |
| Glassman Wealth Services | 114 | $31.0K | 0.01% | +4+3.6% | Added |
| Proequities, Inc. | 103 | $28.0K | 0.00% | −54−34.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 100 | $27.0K | 0.02% | +100 | New |
| 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 |
| Ronald Blue Trust, Inc. | 60 | $20.0K | 0.00% | +5+9.1% | Added |
| Bangor Savings Bank | 70 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $17.0K | 0.00% | +5+2.9% | 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 |
| Farmers & Merchants Investments Inc | 50 | $13.0K | 0.00% | +8+19.0% | 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 |
| Capital Advisors, Ltd. LLC | 40 | $11.0K | 0.00% | +6+17.6% | Added |
| West Paces Advisors Inc. | 39 | $10.5K | 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 |
| Bell Investment Advisors, Inc | 33 | $9.00K | 0.00% | −2−5.7% | Reduced |
| Earnest Partners LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $7.82K | 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 |