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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 1,634 | $559.8K | 0.04% | +58+3.7% | Added |
| Beacon Pointe Advisors, LLC | 1,617 | $554.0K | 0.01% | −20−1.2% | Reduced |
| Empirical Finance, LLC | 1,573 | $538.9K | 0.06% | +124+8.6% | Added |
| Simplify Asset Management Inc. | 1,566 | $536.5K | 0.09% | +126+8.8% | Added |
| Lowe Brockenbrough & Co Inc | 1,528 | $523.5K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,500 | $513.9K | 0.00% | −71−4.5% | Reduced |
| CI Private Wealth, LLC | 1,479 | $506.4K | 0.00% | +1,479 | New |
| Cetera Investment Advisers | 1,465 | $502.0K | 0.00% | −753−33.9% | Reduced |
| XTX Topco Ltd | 1,455 | $498.5K | 0.11% | +1,455 | New |
| Mercer Global Advisors Inc | 1,431 | $490.0K | 0.00% | +10+0.7% | Added |
| Stiles Financial Services Inc | 1,423 | $487.5K | 0.28% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,412 | $483.7K | 0.24% | −907−39.1% | Reduced |
| Savant Capital, LLC | 1,375 | $471.0K | 0.01% | −14−1.0% | Reduced |
| Ballentine Partners, LLC | 1,368 | $468.6K | 0.01% | −180−11.6% | Reduced |
| Brave Asset Management Inc | 1,366 | $468.0K | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,350 | $462.0K | 0.01% | −150−10.0% | Reduced |
| First Financial Bank - Trust Division | 1,330 | $456.0K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,330 | $455.6K | 0.03% | +1+0.1% | Added |
| Echo Street Capital Management LLC | 1,326 | $454.3K | 0.00% | −787−37.2% | Reduced |
| Beaton Management Co. Inc. | 1,300 | $445.0K | 0.30% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,290 | $442.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,279 | $438.2K | 0.02% | −422−24.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,261 | $432.0K | 0.01% | +1,261 | New |
| Lazard Asset Management LLC | 1,262 | $431.0K | 0.00% | −507−28.7% | Reduced |
| Johnson Investment Counsel Inc | 1,250 | $428.2K | 0.01% | 00.0% | Unchanged |
| Regent Investment Management LLC | 1,240 | $425.0K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 1,235 | $423.1K | 0.00% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 1,218 | $417.0K | 0.02% | −4,929−80.2% | Reduced |
| SFE Investment Counsel | 1,246 | $413.7K | 0.13% | +15+1.2% | Added |
| SevenBridge Financial Group, LLC | 1,200 | $411.1K | 0.12% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,180 | $404.0K | 0.04% | 00.0% | Unchanged |
| Sun Life Financial INC | 1,159 | $399.1K | 0.03% | −47−3.9% | Reduced |
| Tudor Investment Corp Et Al | 1,163 | $398.0K | 0.01% | +1,163 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,156 | $396.0K | 0.02% | −50−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,148 | $393.0K | 0.00% | −49−4.1% | Reduced |
| Ritholtz Wealth Management | 1,142 | $391.2K | 0.02% | −211−15.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,142 | $391.0K | 0.06% | +66+6.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,130 | $387.1K | 0.05% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,124 | $385.1K | 0.08% | +1,124 | New |
| Tiaa, FSB | 1,121 | $384.0K | 0.00% | +175+18.5% | Added |
| Globeflex Capital L P | 1,111 | $380.6K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,070 | $366.6K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,059 | $363.0K | 0.16% | +505+91.2% | Added |
| Fort, L.P. | 1,059 | $362.8K | 0.55% | −321−23.3% | Reduced |
| 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 |
| Accredited Investors Inc. | 1,053 | $360.7K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,050 | $359.7K | 0.12% | +1,050 | 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 |
| Horizon Investments, LLC | 1,036 | $355.0K | 0.01% | +1,036 | New |
| Tokio Marine Asset Management Co Ltd | 1,029 | $352.5K | 0.03% | −53−4.9% | Reduced |
| CWM Advisors, LLC | 1,026 | $351.6K | 0.05% | −74−6.7% | Reduced |
| Forte Capital LLC | 1,019 | $349.1K | 0.06% | +135+15.3% | Added |
| Symmetry Partners, LLC | 1,014 | $347.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,004 | $344.0K | 0.01% | +1,004 | New |
| Bleakley Financial Group, LLC | 1,004 | $343.9K | 0.01% | +1,004 | New |
| Heritage Investment Group, Inc. | 1,000 | $343.0K | 0.11% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 1,000 | $342.6K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 994 | $340.5K | 0.01% | +994 | New |
| Greenleaf Trust | 983 | $337.0K | 0.00% | +49+5.2% | Added |
| Veritable, L.P. | 981 | $336.1K | 0.01% | +18+1.9% | Added |
| Summit Trail Advisors, LLC | 977 | $334.7K | 0.01% | +41+4.4% | Added |
| Boston Common Asset Management, LLC | 962 | $330.0K | 0.02% | −665−40.9% | Reduced |
| Garrison Asset Management, LLC | 952 | $326.1K | 0.21% | −28−2.9% | Reduced |
| Suvretta Capital Management, LLC | 950 | $325.5K | 0.01% | +950 | New |
| Allen Investment Management LLC | 943 | $323.1K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 942 | $322.7K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 941 | $322.4K | 0.40% | +941 | New |
| Profund Advisors LLC | 933 | $319.6K | 0.02% | −15−1.6% | Reduced |
| Wealth Alliance | 932 | $319.3K | 0.06% | +932 | New |
| Wolverine Trading, LLC | 929 | $318.0K | 0.01% | +929 | New |
| Fiera Capital Corp | 920 | $315.2K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 918 | $314.5K | 0.04% | +151+19.7% | Added |
| Portland Global Advisors LLC | 912 | $312.0K | 0.06% | −117−11.4% | Reduced |
| Birchcreek Wealth Management, LLC | 900 | $308.3K | 0.27% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 895 | $306.6K | 0.06% | +5+0.6% | Added |
| Rockland Trust Co | 893 | $306.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 881 | $301.8K | 0.01% | −73−7.7% | Reduced |
| Endurance Wealth Management, Inc. | 875 | $300.0K | 0.05% | 00.0% | Unchanged |
| KilterHowling LLC | 867 | $297.0K | 0.31% | 00.0% | Unchanged |
| Fifth Third Bancorp | 864 | $296.0K | 0.00% | −4−0.5% | Reduced |
| Mather Group, LLC. | 862 | $295.3K | 0.01% | +862 | New |
| Sequoia Financial Advisors, LLC | 856 | $293.2K | 0.01% | +856 | New |
| Signaturefd, LLC | 839 | $287.4K | 0.01% | +160+23.6% | Added |
| RIA Advisory Group LLC | 856 | $286.8K | 0.17% | +856 | New |
| Lido Advisors, LLC | 834 | $285.7K | 0.01% | −8−1.0% | Reduced |
| Quadrature Capital Ltd | 818 | $280.1K | 0.01% | −4,715−85.2% | Reduced |
| Viewpoint Capital Management LLC | 815 | $279.2K | 0.27% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 806 | $276.1K | 0.00% | −467−36.7% | Reduced |
| Canandaigua National Corp | 803 | $275.0K | 0.05% | +803 | New |
| 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 |
| Quadrant Capital Group LLC | 787 | $269.6K | 0.03% | +61+8.4% | Added |
| Buffington Mohr McNeal | 780 | $267.2K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 777 | $266.2K | 0.03% | −8−1.0% | Reduced |
| Claret Asset Management Corp | 770 | $264.0K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 759 | $260.0K | 0.06% | −63−7.7% | Reduced |