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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
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.758$259.7K0.05%+758New
Ameritas Investment Partners, Inc.754$259.1K0.01%00.0%Unchanged
Manchester Capital Management LLC755$258.6K0.04%00.0%Unchanged
Northstar Asset Management LLC754$258.3K0.08%00.0%Unchanged
Beacon Investment Advisors LLC752$257.6K0.22%+752New
Cigna Investments Inc738$252.0K0.05%+738New
Forum Financial Management, LP722$247.3K0.01%−28−3.7%Reduced
Columbia Asset Management705$242.0K0.06%+705New
New England Research & Management, Inc.700$240.0K0.14%+700New
Cardinal Strategic Wealth Guidance693$237.4K0.11%+693New
Trust Asset Management LLC676$231.6K0.03%+676New
Robertson Stephens Wealth Management, LLC671$229.9K0.02%+671New
Clean Yield Group670$229.5K0.10%00.0%Unchanged
FDx Advisors, Inc.667$229.0K0.01%−140−17.3%Reduced
LGT Financial Advisors LLC668$228.8K0.27%+668New
Reynders McVeigh Capital Management, LLC660$226.0K0.02%+660New
Fund Management at Engine No. 1 LLC655$224.4K0.05%+655New
Sawtooth Solutions, LLC642$219.9K0.03%+642New
Ridgewood Investments LLC606$207.8K0.15%+606New
Machina Capital S.A.S.600$205.5K0.38%−285−32.2%Reduced
Schwartz Investment Counsel Inc600$205.5K0.01%+600New
Birch Hill Investment Advisors LLC600$205.5K0.01%+600New
National Asset Management, Inc.600$205.5K0.01%+600New
Bedel Financial Consulting, Inc.600$205.5K0.05%+600New
Patton Fund Management, Inc.596$204.0K0.06%+596New
Moody National Bank Trust Division592$203.0K0.02%+592New
Brighton Jones LLC584$200.1K0.01%+584New
Clearstead Advisors, LLC581$199.0K0.02%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.577$199.0K0.00%−754−56.6%Reduced
Sugarloaf Wealth Management, LLC541$185.3K0.05%00.0%Unchanged
Cacti Asset Management LLC500$171.3K0.02%00.0%Unchanged
Whittier Trust Co482$165.1K0.00%+70+17.0%Added
Tobam473$162.0K0.01%−423−47.2%Reduced
Central Trust Co462$158.3K0.00%+65+16.4%Added
Brown Brothers Harriman & Co461$157.9K0.00%−4−0.9%Reduced
Resurgent Financial Advisors LLC433$148.3K0.08%+433New
Deseret Mutual Benefit Administrators432$148.0K0.06%−387−47.3%Reduced
Northwestern Mutual Wealth Management Co409$140.1K0.00%+111+37.2%Added
First Manhattan Co400$137.0K0.00%−1,500−78.9%Reduced
Bank Julius Baer & Co. Ltd, Zurich375$128.0K0.00%+6+1.6%Added
Kepos Capital LP368$126.0K0.02%+368New
CWM, LLC331$113.0K0.00%+158+91.3%Added
Belpointe Asset Management LLC327$112.0K0.01%+327New
Salem Investment Counselors Inc325$111.3K0.00%00.0%Unchanged
Penserra Capital Management LLC315$107.0K0.00%+27+9.4%Added
Leonteq Securities AG307$105.2K0.01%−4−1.3%Reduced
Pacer Advisors, Inc.295$101.1K0.00%−1,841−86.2%Reduced
Assetmark, Inc295$101.1K0.00%−29−9.0%Reduced
Ci Investments Inc.252$86.0K0.00%+87+52.7%Added
Kistler-Tiffany Companies, LLC250$85.6K0.02%00.0%Unchanged
Parallel Advisors, LLC234$80.2K0.00%+10+4.5%Added
Harvest Fund Management Co., Ltd228$78.0K0.02%00.0%Unchanged
Ancora Advisors, LLC225$77.0K0.00%+225New
Quent Capital, LLC221$75.7K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund209$71.6K0.00%−2,202−91.3%Reduced
Benjamin F. Edwards & Company, Inc.200$69.0K0.00%00.0%Unchanged
Alta Advisers Ltd200$69.0K0.04%00.0%Unchanged
Piscataqua Savings Bank190$65.1K0.05%00.0%Unchanged
Washington Trust Co187$64.1K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.181$62.0K0.00%+33+22.3%Added
Headlands Technologies LLC178$61.0K0.05%+178New
Altshuler Shaham Ltd178$61.0K0.00%−21−10.6%Reduced
Global Financial Private Client, LLC168$57.9K0.03%00.0%Unchanged
Boyd Watterson Asset Management LLC160$54.8K0.02%+160New
Tyler-Stone Wealth Management150$51.0K0.03%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC142$48.6K0.00%+142New
Rosenberg Matthew Hamilton131$44.9K0.02%00.0%Unchanged
Kenfarb & Co.130$44.5K0.04%00.0%Unchanged
Allworth Financial LP118$40.5K0.00%−50−29.8%Reduced
Ellevest, Inc.117$40.1K0.00%−53−31.2%Reduced
Glassman Wealth Services103$35.3K0.01%−11−9.6%Reduced
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
Asset Dedication, LLC101$34.0K0.00%+1+1.0%Added
Smithfield Trust Co96$33.0K0.00%00.0%Unchanged
VitalStone Financial, LLC89$30.0K0.02%+89New
TD Private Client Wealth LLC87$29.8K0.00%−29−25.0%Reduced
Ronald Blue Trust, Inc.106$29.0K0.00%+46+76.7%Added
Advisory Services Network, LLC81$27.7K0.00%−679−89.3%Reduced
Proequities, Inc.81$27.7K0.00%−22−21.4%Reduced
Private Trust Co NA76$26.0K0.00%+50+192.3%Added
Bangor Savings Bank70$24.0K0.00%00.0%Unchanged
Point72 Middle East FZE70$24.0K0.00%+70New
Colonial Trust Advisors65$22.3K0.00%+65New
Clear Street Markets LLC59$20.0K0.00%+59New
Livforsakringsbolaget Skandia, Omsesidigt51$17.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc50$17.1K0.00%00.0%Unchanged
Zions Bancorporation, N.A.48$16.4K0.00%+2+4.3%Added
Parkside Financial Bank & Trust47$16.1K0.00%−2−4.1%Reduced
Lindbrook Capital, LLC46$15.8K0.00%+8+21.1%Added
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
Covestor Ltd43$15.0K0.01%−496−92.0%Reduced
Riverview Trust Co44$15.0K0.01%+44New
Baker Avenue Asset Management, LP41$14.0K0.00%+41New
Cullen/Frost Bankers, Inc.37$12.7K0.00%+34+1,133.3%Added
IFP Advisors, Inc117$12.0K0.00%−63−35.0%Reduced
Capital Advisors, Ltd. LLC147$12.0K0.00%+107+267.5%Added