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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 1,019 | $349.1K | 0.06% | +135+15.3% | Added |
| CWM Advisors, LLC | 1,026 | $351.6K | 0.05% | −74−6.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,029 | $352.5K | 0.03% | −53−4.9% | Reduced |
| Horizon Investments, LLC | 1,036 | $355.0K | 0.01% | +1,036 | New |
| Winton Group Ltd | 1,039 | $355.9K | 0.02% | +1,039 | New |
| Meeder Advisory Services, Inc. | 1,039 | $355.9K | 0.04% | +1,039 | New |
| Asahi Life Asset Management Co., Ltd. | 1,050 | $359.7K | 0.12% | +1,050 | New |
| Accredited Investors Inc. | 1,053 | $360.7K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,054 | $361.1K | 0.00% | −10−0.9% | Reduced |
| MAI Capital Management | 1,054 | $361.1K | 0.01% | +88+9.1% | Added |
| Fort, L.P. | 1,059 | $362.8K | 0.55% | −321−23.3% | Reduced |
| Sentry Investment Management LLC | 1,059 | $363.0K | 0.16% | +505+91.2% | Added |
| Middleton & Co Inc | 1,070 | $366.6K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,111 | $380.6K | 0.05% | 00.0% | Unchanged |
| Tiaa, FSB | 1,121 | $384.0K | 0.00% | +175+18.5% | Added |
| Blueprint Investment Partners LLC | 1,124 | $385.1K | 0.08% | +1,124 | New |
| Marble Harbor Investment Counsel, LLC | 1,130 | $387.1K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,142 | $391.0K | 0.06% | +66+6.1% | Added |
| Ritholtz Wealth Management | 1,142 | $391.2K | 0.02% | −211−15.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,148 | $393.0K | 0.00% | −49−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,156 | $396.0K | 0.02% | −50−4.1% | Reduced |
| Tudor Investment Corp Et Al | 1,163 | $398.0K | 0.01% | +1,163 | New |
| Sun Life Financial INC | 1,159 | $399.1K | 0.03% | −47−3.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,180 | $404.0K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,200 | $411.1K | 0.12% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,246 | $413.7K | 0.13% | +15+1.2% | Added |
| Tower Research Capital LLC (TRC) | 1,218 | $417.0K | 0.02% | −4,929−80.2% | Reduced |
| Huntington National Bank | 1,235 | $423.1K | 0.00% | +1+0.1% | Added |
| Regent Investment Management LLC | 1,240 | $425.0K | 0.11% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,250 | $428.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,262 | $431.0K | 0.00% | −507−28.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,261 | $432.0K | 0.01% | +1,261 | New |
| Snowden Capital Advisors LLC | 1,279 | $438.2K | 0.02% | −422−24.8% | Reduced |
| Ingalls & Snyder LLC | 1,290 | $442.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,300 | $445.0K | 0.30% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,326 | $454.3K | 0.00% | −787−37.2% | Reduced |
| Great Lakes Advisors, LLC | 1,330 | $455.6K | 0.03% | +1+0.1% | Added |
| First Financial Bank - Trust Division | 1,330 | $456.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,350 | $462.0K | 0.01% | −150−10.0% | Reduced |
| Brave Asset Management Inc | 1,366 | $468.0K | 0.16% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,368 | $468.6K | 0.01% | −180−11.6% | Reduced |
| Savant Capital, LLC | 1,375 | $471.0K | 0.01% | −14−1.0% | Reduced |
| Atlas Brown,Inc. | 1,412 | $483.7K | 0.24% | −907−39.1% | Reduced |
| Stiles Financial Services Inc | 1,423 | $487.5K | 0.28% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,431 | $490.0K | 0.00% | +10+0.7% | Added |
| XTX Topco Ltd | 1,455 | $498.5K | 0.11% | +1,455 | New |
| Cetera Investment Advisers | 1,465 | $502.0K | 0.00% | −753−33.9% | Reduced |
| CI Private Wealth, LLC | 1,479 | $506.4K | 0.00% | +1,479 | New |
| Cerity Partners LLC | 1,500 | $513.9K | 0.00% | −71−4.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $523.5K | 0.05% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,566 | $536.5K | 0.09% | +126+8.8% | Added |
| Empirical Finance, LLC | 1,573 | $538.9K | 0.06% | +124+8.6% | Added |
| Beacon Pointe Advisors, LLC | 1,617 | $554.0K | 0.01% | −20−1.2% | Reduced |
| Wetherby Asset Management Inc | 1,634 | $559.8K | 0.04% | +58+3.7% | Added |
| Neville Rodie & Shaw Inc | 1,637 | $561.0K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,638 | $561.1K | 0.06% | +179+12.3% | Added |
| Everence Capital Management Inc | 1,646 | $564.0K | 0.05% | 00.0% | Unchanged |
| Agf Management Ltd | 1,650 | $565.3K | 0.00% | +1,650 | New |
| Keybank National Association | 1,679 | $575.2K | 0.00% | −224−11.8% | Reduced |
| Charter Research & Investment Group, Inc. | 1,700 | $582.4K | 0.56% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,708 | $585.0K | 0.00% | +139+8.9% | Added |
| First Hawaiian Bank | 1,716 | $588.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,730 | $592.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,741 | $596.4K | 0.09% | +82+4.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,769 | $606.0K | 0.33% | −226−11.3% | Reduced |
| Rice Partnership, LLC | 1,777 | $608.8K | 0.19% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,819 | $619.8K | 0.01% | +352+24.0% | Added |
| Pinnacle Associates Ltd | 1,842 | $631.0K | 0.01% | +83+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,853 | $634.8K | 0.21% | −34−1.8% | Reduced |
| Oak Ridge Investments LLC | 1,859 | $636.9K | 0.09% | +1,859 | New |
| DuPont Capital Management Corp | 1,860 | $637.2K | 0.03% | −326−14.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,863 | $638.2K | 0.02% | −361−16.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,885 | $646.0K | 0.04% | −12−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,909 | $654.0K | 0.00% | −25−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 1,880 | $654.7K | 0.17% | −1,889−50.1% | Reduced |
| First Personal Financial Services | 1,928 | $660.5K | 0.18% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,959 | $671.0K | 0.01% | −15,416−88.7% | Reduced |
| US Bancorp | 1,982 | $679.0K | 0.00% | +84+4.4% | Added |
| Fernwood Investment Management, LLC | 2,025 | $693.7K | 0.29% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,099 | $719.1K | 0.04% | −882−29.6% | Reduced |
| Bailard, Inc. | 2,101 | $719.8K | 0.03% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,120 | $726.3K | 0.05% | +608+40.2% | Added |
| AIA Group Ltd | 2,138 | $732.4K | 0.04% | −1,425−40.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,146 | $735.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,622 | $760.7K | 0.04% | −462−7.6% | Reduced |
| Allstate Corp | 2,266 | $776.3K | 0.02% | 00.0% | Unchanged |
| Allstate Investment Management Co | 2,266 | $776.3K | 0.02% | +2,266 | New |
| ETF Managers Group, LLC | 2,290 | $784.5K | 0.04% | +83+3.8% | Added |
| Fox Run Management, L.L.C. | 2,338 | $801.0K | 0.32% | +2,338 | New |
| Kovitz Investment Group Partners, LLC | 2,408 | $825.0K | 0.02% | −391−14.0% | Reduced |
| Pitcairn Co | 2,416 | $827.7K | 0.08% | −165−6.4% | Reduced |
| Walleye Capital LLC | 2,417 | $828.0K | 0.02% | +2,417 | New |
| Panagora Asset Management Inc | 2,469 | $845.8K | 0.01% | −826−25.1% | Reduced |
| Two Sigma Securities, LLC | 2,469 | $845.8K | 0.12% | +377+18.0% | Added |
| Kestra Advisory Services, LLC | 2,470 | $846.2K | 0.01% | −1,543−38.5% | Reduced |
| Walleye Trading LLC | 2,471 | $846.5K | 0.02% | +2,471 | New |
| Veriti Management LLC | 2,490 | $853.0K | 0.11% | −143−5.4% | Reduced |
| Engineers Gate Manager LP | 2,503 | $857.5K | 0.05% | +2,503 | New |
| Wealth Enhancement Advisory Services, LLC | 2,661 | $863.0K | 0.01% | −18,770−87.6% | Reduced |
| E. Ohman J:or Asset Management AB | 2,564 | $878.4K | 0.04% | 00.0% | Unchanged |