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, Q1 2023
Institutional positions in Waters Corp as of Mar 31, 2023. 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
- 678
- +34 vs. Q4 2022
- Shares held
- 54.2M
- +1.15M (+2.2%) vs. Q4 2022
- Total value
- $16.8B
- −$1.36B (−7.5%) vs. Q4 2022
- New holders
- 70
- 233 more added
- Sold out
- 36
- 221 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $310 | 0.00% | −4−80.0% | Reduced |
| WestEnd Advisors, LLC | – | $310 | 0.00% | – | – |
| True Wealth Design, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2 | $464 | 0.00% | +2 | New |
| Column Capital Advisors, LLC | 2 | $619 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $929 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $929 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $929 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $1.23K | 0.00% | −2−33.3% | Reduced |
| Disciplined Investments, LLC | 4 | $1.24K | 0.00% | −2−33.3% | Reduced |
| Eagle Bay Advisors LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.55K | 0.00% | −1−16.7% | Reduced |
| BerganKDV Wealth Management, LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.79K | 0.00% | +9 | Added |
| AlphaMark Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10 | $3.10K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $3.35K | 0.00% | +11 | New |
| MV Capital Management, Inc. | 11 | $3.41K | 0.00% | −2−15.4% | Reduced |
| Schubert & Co | 11 | $3.41K | 0.00% | −1−8.3% | Reduced |
| Investors Research Corp | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 18 | $5.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22 | $6.81K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $6.81K | 0.00% | −1−4.3% | Reduced |
| Financial Management Professionals, Inc. | 21 | $7.00K | 0.00% | +1+5.0% | Added |
| First Horizon Advisors, Inc. | 23 | $7.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $7.74K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $7.74K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 26 | $8.05K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $8.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 27 | $8.36K | 0.01% | +1+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 28 | $8.67K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $8.98K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 29 | $8.98K | 0.00% | +4+16.0% | Added |
| GWM Advisors LLC | 30 | $9.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 120 | $9.79K | 0.00% | +3+2.6% | Added |
| Earnest Partners LLC | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $10.0K | 0.00% | −114−77.6% | Reduced |
| EverSource Wealth Advisors, LLC | 33 | $10.2K | 0.00% | +2+6.5% | Added |
| AdvisorNet Financial, Inc | 34 | $10.5K | 0.00% | +1+3.0% | Added |
| Bell Investment Advisors, Inc | 34 | $10.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $12.7K | 0.00% | −5−10.9% | Reduced |
| Baker Avenue Asset Management, LP | 41 | $12.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $13.0K | 0.01% | −2−4.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 44 | $13.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $13.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $13.9K | 0.00% | +30+200.0% | Added |
| JFS Wealth Advisors, LLC | 47 | $14.6K | 0.00% | +3+6.8% | Added |
| Parkside Financial Bank & Trust | 47 | $14.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $15.2K | 0.00% | +1+2.1% | Added |
| Prestige Wealth Management Group LLC | 49 | $15.2K | 0.00% | +5+11.4% | Added |
| Farmers & Merchants Investments Inc | 50 | $15.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 51 | $15.8K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 58 | $18.0K | 0.00% | +58 | New |
| Loomis Sayles & Co L P | 60 | $19.0K | 0.00% | +60 | New |
| Colonial Trust Advisors | 65 | $20.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 69 | $21.4K | 0.00% | −238−77.5% | Reduced |
| Bangor Savings Bank | 70 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 76 | $23.5K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 81 | $25.0K | 0.00% | +81 | New |
| Walleye Trading LLC | 83 | $25.7K | 0.00% | −2,388−96.6% | Reduced |
| TD Private Client Wealth LLC | 83 | $25.7K | 0.00% | −4−4.6% | Reduced |
| Proequities, Inc. | 88 | $27.2K | 0.00% | +7+8.6% | Added |
| Headlands Technologies LLC | 96 | $29.7K | 0.02% | −82−46.1% | Reduced |
| Asset Dedication, LLC | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 100 | $31.0K | 0.02% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $31.0K | 0.02% | +100 | New |
| Glassman Wealth Services | 101 | $31.3K | 0.01% | −2−1.9% | Reduced |
| Allworth Financial LP | 115 | $35.7K | 0.00% | −3−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $36.0K | 0.00% | −1−0.9% | Reduced |
| Clear Street Markets LLC | 115 | $36.0K | 0.01% | +56+94.9% | Added |
| Graham Capital Wealth Management, LLC | 125 | $38.7K | 0.06% | +125 | New |
| Kenfarb & Co. | 130 | $40.3K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 131 | $40.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 133 | $41.2K | 0.00% | +52+64.2% | Added |
| Farther Finance Advisors, LLC | 140 | $43.3K | 0.01% | +40+40.0% | Added |
| Boyd Watterson Asset Management LLC | 160 | $49.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $51.9K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 173 | $53.6K | 0.03% | +173 | New |
| Itau Unibanco Holding S.A. | 181 | $56.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 183 | $56.7K | 0.00% | +66+56.4% | Added |
| Washington Trust Co | 187 | $57.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 190 | $58.8K | 0.05% | 00.0% | Unchanged |
| 25 LLC | 200 | $59.3K | 0.04% | +200 | New |
| Alta Advisers Ltd | 200 | $61.9K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $62.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 209 | $64.6K | 0.01% | −12−5.4% | Reduced |