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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 221 | $75.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 225 | $77.0K | 0.00% | +225 | New |
| Harvest Fund Management Co., Ltd | 228 | $78.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 234 | $80.2K | 0.00% | +10+4.5% | Added |
| Kistler-Tiffany Companies, LLC | 250 | $85.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 252 | $86.0K | 0.00% | +87+52.7% | Added |
| Pacer Advisors, Inc. | 295 | $101.1K | 0.00% | −1,841−86.2% | Reduced |
| Assetmark, Inc | 295 | $101.1K | 0.00% | −29−9.0% | Reduced |
| Leonteq Securities AG | 307 | $105.2K | 0.01% | −4−1.3% | Reduced |
| Penserra Capital Management LLC | 315 | $107.0K | 0.00% | +27+9.4% | Added |
| Salem Investment Counselors Inc | 325 | $111.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 327 | $112.0K | 0.01% | +327 | New |
| CWM, LLC | 331 | $113.0K | 0.00% | +158+91.3% | Added |
| Kepos Capital LP | 368 | $126.0K | 0.02% | +368 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $128.0K | 0.00% | +6+1.6% | Added |
| First Manhattan Co | 400 | $137.0K | 0.00% | −1,500−78.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 409 | $140.1K | 0.00% | +111+37.2% | Added |
| Deseret Mutual Benefit Administrators | 432 | $148.0K | 0.06% | −387−47.3% | Reduced |
| Resurgent Financial Advisors LLC | 433 | $148.3K | 0.08% | +433 | New |
| Brown Brothers Harriman & Co | 461 | $157.9K | 0.00% | −4−0.9% | Reduced |
| Central Trust Co | 462 | $158.3K | 0.00% | +65+16.4% | Added |
| Tobam | 473 | $162.0K | 0.01% | −423−47.2% | Reduced |
| Whittier Trust Co | 482 | $165.1K | 0.00% | +70+17.0% | Added |
| Cacti Asset Management LLC | 500 | $171.3K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 541 | $185.3K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 577 | $199.0K | 0.00% | −754−56.6% | Reduced |
| Clearstead Advisors, LLC | 581 | $199.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 584 | $200.1K | 0.01% | +584 | New |
| Moody National Bank Trust Division | 592 | $203.0K | 0.02% | +592 | New |
| Patton Fund Management, Inc. | 596 | $204.0K | 0.06% | +596 | New |
| Machina Capital S.A.S. | 600 | $205.5K | 0.38% | −285−32.2% | Reduced |
| Schwartz Investment Counsel Inc | 600 | $205.5K | 0.01% | +600 | New |
| Birch Hill Investment Advisors LLC | 600 | $205.5K | 0.01% | +600 | New |
| National Asset Management, Inc. | 600 | $205.5K | 0.01% | +600 | New |
| Bedel Financial Consulting, Inc. | 600 | $205.5K | 0.05% | +600 | New |
| Ridgewood Investments LLC | 606 | $207.8K | 0.15% | +606 | New |
| Sawtooth Solutions, LLC | 642 | $219.9K | 0.03% | +642 | New |
| Fund Management at Engine No. 1 LLC | 655 | $224.4K | 0.05% | +655 | New |
| Reynders McVeigh Capital Management, LLC | 660 | $226.0K | 0.02% | +660 | New |
| LGT Financial Advisors LLC | 668 | $228.8K | 0.27% | +668 | New |
| FDx Advisors, Inc. | 667 | $229.0K | 0.01% | −140−17.3% | Reduced |
| Clean Yield Group | 670 | $229.5K | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 671 | $229.9K | 0.02% | +671 | New |
| Trust Asset Management LLC | 676 | $231.6K | 0.03% | +676 | New |
| Cardinal Strategic Wealth Guidance | 693 | $237.4K | 0.11% | +693 | New |
| New England Research & Management, Inc. | 700 | $240.0K | 0.14% | +700 | New |
| Columbia Asset Management | 705 | $242.0K | 0.06% | +705 | New |
| Forum Financial Management, LP | 722 | $247.3K | 0.01% | −28−3.7% | Reduced |
| Cigna Investments Inc | 738 | $252.0K | 0.05% | +738 | New |
| Beacon Investment Advisors LLC | 752 | $257.6K | 0.22% | +752 | New |
| Northstar Asset Management LLC | 754 | $258.3K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 755 | $258.6K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 754 | $259.1K | 0.01% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $259.7K | 0.05% | +758 | New |
| Avestar Capital, LLC | 759 | $260.0K | 0.06% | −63−7.7% | Reduced |
| Claret Asset Management Corp | 770 | $264.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 777 | $266.2K | 0.03% | −8−1.0% | Reduced |
| Buffington Mohr McNeal | 780 | $267.2K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 787 | $269.6K | 0.03% | +61+8.4% | Added |
| Exchange Traded Concepts, LLC | 800 | $274.1K | 0.01% | −48−5.7% | Reduced |
| Shufro Rose & Co LLC | 800 | $274.1K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $274.1K | 0.08% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 800 | $274.1K | 0.00% | +800 | New |
| Canandaigua National Corp | 803 | $275.0K | 0.05% | +803 | New |
| Clearbridge Investments, LLC | 806 | $276.1K | 0.00% | −467−36.7% | Reduced |
| Viewpoint Capital Management LLC | 815 | $279.2K | 0.27% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 818 | $280.1K | 0.01% | −4,715−85.2% | Reduced |
| Lido Advisors, LLC | 834 | $285.7K | 0.01% | −8−1.0% | Reduced |
| RIA Advisory Group LLC | 856 | $286.8K | 0.17% | +856 | New |
| Signaturefd, LLC | 839 | $287.4K | 0.01% | +160+23.6% | Added |
| Sequoia Financial Advisors, LLC | 856 | $293.2K | 0.01% | +856 | New |
| Mather Group, LLC. | 862 | $295.3K | 0.01% | +862 | New |
| Fifth Third Bancorp | 864 | $296.0K | 0.00% | −4−0.5% | Reduced |
| KilterHowling LLC | 867 | $297.0K | 0.31% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 875 | $300.0K | 0.05% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 881 | $301.8K | 0.01% | −73−7.7% | Reduced |
| Rockland Trust Co | 893 | $306.0K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 895 | $306.6K | 0.06% | +5+0.6% | Added |
| Birchcreek Wealth Management, LLC | 900 | $308.3K | 0.27% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 912 | $312.0K | 0.06% | −117−11.4% | Reduced |
| NorthRock Partners, LLC | 918 | $314.5K | 0.04% | +151+19.7% | Added |
| Fiera Capital Corp | 920 | $315.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 929 | $318.0K | 0.01% | +929 | New |
| Wealth Alliance | 932 | $319.3K | 0.06% | +932 | New |
| Profund Advisors LLC | 933 | $319.6K | 0.02% | −15−1.6% | Reduced |
| Spartan Planning & Wealth Management | 941 | $322.4K | 0.40% | +941 | New |
| Chilton Investment Co LLC | 942 | $322.7K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 943 | $323.1K | 0.01% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 950 | $325.5K | 0.01% | +950 | New |
| Garrison Asset Management, LLC | 952 | $326.1K | 0.21% | −28−2.9% | Reduced |
| Boston Common Asset Management, LLC | 962 | $330.0K | 0.02% | −665−40.9% | Reduced |
| Summit Trail Advisors, LLC | 977 | $334.7K | 0.01% | +41+4.4% | Added |
| Veritable, L.P. | 981 | $336.1K | 0.01% | +18+1.9% | Added |
| Greenleaf Trust | 983 | $337.0K | 0.00% | +49+5.2% | Added |
| Coldstream Capital Management Inc | 994 | $340.5K | 0.01% | +994 | New |
| Bristol John W & Co Inc | 1,000 | $342.6K | 0.01% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,000 | $343.0K | 0.11% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,004 | $343.9K | 0.01% | +1,004 | New |
| HBK Sorce Advisory LLC | 1,004 | $344.0K | 0.01% | +1,004 | New |
| Symmetry Partners, LLC | 1,014 | $347.0K | 0.02% | 00.0% | Unchanged |