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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, Q4 2022

Institutional positions in Waters Corp as of Dec 31, 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
+23 vs. Q3 2022
Shares held
53.1M
−140.7K (−0.3%) vs. Q3 2022
Total value
$18.2B
+$3.82B (+26.6%) vs. Q3 2022
New holders
85
194 more added
Sold out
62
242 more reduced

13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 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 heldQ4 2022: $18.2B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2022.

Institutions holding WAT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baader Bank INC800$00.00%+800New
GWM Advisors LLC30$100.00%+30New
Bogart Wealth, LLC0$120.00%0New
WestEnd Advisors, LLC1$3430.00%00.0%Unchanged
Lee Financial Co1$3430.00%00.0%Unchanged
True Wealth Design, LLC1$3430.00%+1New
Column Capital Advisors, LLC2$6850.00%00.0%Unchanged
PEAK6 Investments LLC2$8150.00%−861−99.8%Reduced
Longfellow Investment Management Co LLC3$1.03K0.00%+1+50.0%Added
Financial Synergies Wealth Advisors, Inc.3$1.03K0.00%00.0%Unchanged
North Star Investment Management Corp.3$1.03K0.00%+3New
Aua Capital Management, LLC4$1.37K0.00%00.0%Unchanged
Eagle Bay Advisors LLC5$1.71K0.00%00.0%Unchanged
Harbour Investments, Inc.5$1.71K0.00%+5New
KB Financial Partners, LLC7$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.6$2.01K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$2.06K0.00%00.0%Unchanged
Disciplined Investments, LLC6$2.06K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$2.06K0.00%+2+50.0%Added
Raffa Wealth Management, LLC7$2.40K0.00%00.0%Unchanged
Abound Wealth Management7$2.40K0.00%+4+133.3%Added
Seldon Capital LP8$2.74K0.00%00.0%Unchanged
American National Bank10$3.00K0.00%−12−54.5%Reduced
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Mechanics Financial Corp10$3.00K0.00%00.0%Unchanged
Rise Advisors, LLC10$3.43K0.00%00.0%Unchanged
Investors Research Corp12$4.11K0.00%00.0%Unchanged
Schubert & Co12$4.11K0.00%+5+71.4%Added
MV Capital Management, Inc.13$4.45K0.00%+3+30.0%Added
Trustcore Financial Services, LLC14$4.80K0.00%00.0%Unchanged
TFC Financial Management15$5.14K0.00%+15New
Eukles Asset Management18$6.00K0.00%00.0%Unchanged
CVA Family Office, LLC20$6.85K0.00%−5−20.0%Reduced
Versant Capital Management, Inc20$6.85K0.00%00.0%Unchanged
Financial Management Professionals, Inc.20$7.00K0.00%+4+25.0%Added
Global Retirement Partners, LLC21$7.19K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc22$7.54K0.00%+21+2,100.0%Added
First Horizon Advisors, Inc.23$7.88K0.00%−4−14.8%Reduced
TCI Wealth Advisors, Inc.23$7.88K0.00%+1+4.5%Added
Bourgeon Capital Management LLC25$8.56K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.25$8.56K0.00%00.0%Unchanged
Twin Tree Management, LP25$8.56K0.00%+25New
Geneos Wealth Management Inc.25$8.56K0.00%+25New
Rational Advisors LLC26$8.91K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC26$8.91K0.00%00.0%Unchanged
HighMark Wealth Management LLC26$8.91K0.01%−1−3.7%Reduced
Cary Street Partner Investment Advisory LLC28$9.59K0.00%+28New
Sutton Wealth Advisors Inc.29$9.94K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC31$10.6K0.00%+13+72.2%Added
West Paces Advisors Inc.32$11.0K0.00%−7−17.9%Reduced
Earnest Partners LLC32$11.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc33$11.3K0.00%+32+3,200.0%Added
Money Concepts Capital Corp33$11.3K0.00%+33New
Bell Investment Advisors, Inc34$11.6K0.00%+1+3.0%Added
IFP Advisors, Inc117$12.0K0.00%−63−35.0%Reduced
Capital Advisors, Ltd. LLC147$12.0K0.00%+107+267.5%Added
Cullen/Frost Bankers, Inc.37$12.7K0.00%+34+1,133.3%Added
Baker Avenue Asset Management, LP41$14.0K0.00%+41New
Covestor Ltd43$15.0K0.01%−496−92.0%Reduced
Riverview Trust Co44$15.0K0.01%+44New
Prestige Wealth Management Group LLC44$15.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC44$15.1K0.00%+8+22.2%Added
Grey Fox Wealth Advisors, LLC44$15.1K0.01%+44New
Lindbrook Capital, LLC46$15.8K0.00%+8+21.1%Added
Parkside Financial Bank & Trust47$16.1K0.00%−2−4.1%Reduced
Zions Bancorporation, N.A.48$16.4K0.00%+2+4.3%Added
Farmers & Merchants Investments Inc50$17.1K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt51$17.5K0.00%00.0%Unchanged
Clear Street Markets LLC59$20.0K0.00%+59New
Colonial Trust Advisors65$22.3K0.00%+65New
Point72 Middle East FZE70$24.0K0.00%+70New
Bangor Savings Bank70$24.0K0.00%00.0%Unchanged
Private Trust Co NA76$26.0K0.00%+50+192.3%Added
Proequities, Inc.81$27.7K0.00%−22−21.4%Reduced
Advisory Services Network, LLC81$27.7K0.00%−679−89.3%Reduced
Ronald Blue Trust, Inc.106$29.0K0.00%+46+76.7%Added
TD Private Client Wealth LLC87$29.8K0.00%−29−25.0%Reduced
VitalStone Financial, LLC89$30.0K0.02%+89New
Smithfield Trust Co96$33.0K0.00%00.0%Unchanged
Asset Dedication, LLC101$34.0K0.00%+1+1.0%Added
Mine & Arao Wealth Creation & Management, LLC.100$34.3K0.03%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$34.3K0.00%00.0%Unchanged
Farther Finance Advisors, LLC100$34.3K0.01%+100New
Glassman Wealth Services103$35.3K0.01%−11−9.6%Reduced
Ellevest, Inc.117$40.1K0.00%−53−31.2%Reduced
Allworth Financial LP118$40.5K0.00%−50−29.8%Reduced
Kenfarb & Co.130$44.5K0.04%00.0%Unchanged
Rosenberg Matthew Hamilton131$44.9K0.02%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC142$48.6K0.00%+142New
Tyler-Stone Wealth Management150$51.0K0.03%00.0%Unchanged
Boyd Watterson Asset Management LLC160$54.8K0.02%+160New
Global Financial Private Client, LLC168$57.9K0.03%00.0%Unchanged
Altshuler Shaham Ltd178$61.0K0.00%−21−10.6%Reduced
Headlands Technologies LLC178$61.0K0.05%+178New
Itau Unibanco Holding S.A.181$62.0K0.00%+33+22.3%Added
Washington Trust Co187$64.1K0.00%00.0%Unchanged
Piscataqua Savings Bank190$65.1K0.05%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.200$69.0K0.00%00.0%Unchanged
Alta Advisers Ltd200$69.0K0.04%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund209$71.6K0.00%−2,202−91.3%Reduced