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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 209 | $64.7K | 0.02% | +209 | New |
| Kistler-Tiffany Companies, LLC | 250 | $77.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 260 | $80.5K | 0.00% | +35+15.6% | Added |
| Machina Capital S.A.S. | 300 | $92.9K | 0.08% | −300−50.0% | Reduced |
| Assetmark, Inc | 303 | $93.8K | 0.00% | +8+2.7% | Added |
| Penserra Capital Management LLC | 315 | $97.0K | 0.00% | 00.0% | Unchanged |
| Mirova | 316 | $97.8K | 0.01% | +316 | New |
| Salem Investment Counselors Inc | 325 | $100.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 327 | $101.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 340 | $105.0K | 0.01% | +340 | New |
| Global Retirement Partners, LLC | 382 | $113.4K | 0.01% | +361+1,719.0% | Added |
| CWM, LLC | 372 | $115.0K | 0.00% | +41+12.4% | Added |
| Tobam | 376 | $116.0K | 0.01% | −97−20.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 375 | $116.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 392 | $121.0K | 0.05% | −667−63.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 400 | $123.9K | 0.00% | −9−2.2% | Reduced |
| First Manhattan Co | 400 | $123.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 415 | $128.5K | 0.05% | −17−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 433 | $134.1K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 480 | $148.6K | 0.01% | +246+105.1% | Added |
| Brown Brothers Harriman & Co | 484 | $149.9K | 0.00% | +23+5.0% | Added |
| Cacti Asset Management LLC | 500 | $154.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 518 | $160.0K | 0.01% | +518 | New |
| Whittier Trust Co | 520 | $161.0K | 0.00% | +38+7.9% | Added |
| Sugarloaf Wealth Management, LLC | 541 | $167.5K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 562 | $174.0K | 0.01% | +100+21.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 577 | $176.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 581 | $179.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 606 | $187.8K | 0.11% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 647 | $200.3K | 0.06% | +647 | New |
| Clearbridge Investments, LLC | 652 | $201.9K | 0.00% | −154−19.1% | Reduced |
| Waldron Private Wealth LLC | 653 | $202.2K | 0.01% | +653 | New |
| Reynders McVeigh Capital Management, LLC | 660 | $204.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 661 | $204.7K | 0.02% | +661 | New |
| Clean Yield Group | 670 | $207.5K | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 672 | $208.1K | 0.02% | +672 | New |
| Verus Capital Partners, LLC | 681 | $210.9K | 0.03% | −214−23.9% | Reduced |
| Birch Hill Investment Advisors LLC | 683 | $211.5K | 0.01% | +83+13.8% | Added |
| Cardinal Strategic Wealth Guidance | 693 | $214.6K | 0.10% | 00.0% | Unchanged |
| Trust Asset Management LLC | 700 | $216.7K | 0.02% | +24+3.6% | Added |
| Quadrant Capital Group LLC | 704 | $218.0K | 0.02% | −83−10.5% | Reduced |
| Columbia Asset Management | 705 | $218.0K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 720 | $222.9K | 0.04% | +65+9.9% | Added |
| Cigna Investments Inc | 719 | $223.0K | 0.04% | −19−2.6% | Reduced |
| Forum Financial Management, LP | 722 | $223.6K | 0.01% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 741 | $229.0K | 0.00% | −221−23.0% | Reduced |
| FDx Advisors, Inc. | 667 | $229.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 752 | $232.8K | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 754 | $233.5K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $233.5K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 755 | $233.8K | 0.03% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $234.7K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 759 | $235.0K | 0.01% | −277−26.7% | Reduced |
| Checchi Capital Advisers, LLC | 761 | $235.6K | 0.02% | −16−2.1% | Reduced |
| Claret Asset Management Corp | 769 | $238.0K | 0.05% | −1−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 768 | $238.0K | 0.04% | +768 | New |
| RIA Advisory Group LLC | 771 | $238.7K | 0.11% | −85−9.9% | Reduced |
| Milestone Investment Advisors LLC | 775 | $240.0K | 0.07% | +775 | New |
| New England Research & Management, Inc. | 775 | $240.0K | 0.14% | +75+10.7% | Added |
| Buffington Mohr McNeal | 780 | $241.5K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 786 | $243.4K | 0.01% | −1,944−71.2% | Reduced |
| Blueshift Asset Management, LLC | 798 | $247.1K | 0.10% | +798 | New |
| Verition Fund Management LLC | 799 | $247.4K | 0.00% | +799 | New |
| Signaturefd, LLC | 800 | $247.7K | 0.01% | −39−4.6% | Reduced |
| Shufro Rose & Co LLC | 800 | $247.7K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $247.7K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 807 | $249.9K | 0.01% | +207+34.5% | Added |
| Exchange Traded Concepts, LLC | 810 | $250.8K | 0.01% | +10+1.3% | Added |
| Avestar Capital, LLC | 810 | $250.8K | 0.05% | +51+6.7% | Added |
| Viewpoint Capital Management LLC | 815 | $252.3K | 0.23% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 844 | $261.3K | 0.07% | +844 | New |
| Two Sigma Securities, LLC | 849 | $262.9K | 0.02% | −1,620−65.6% | Reduced |
| Acrisure Capital Management, LLC | 860 | $266.3K | 0.27% | +860 | New |
| Mather Group, LLC. | 862 | $266.9K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 863 | $267.2K | 0.01% | +7+0.8% | Added |
| Quantamental Technologies LLC | 865 | $267.8K | 0.14% | +865 | New |
| KilterHowling LLC | 867 | $268.4K | 0.26% | 00.0% | Unchanged |
| Rockland Trust Co | 870 | $269.4K | 0.02% | −23−2.6% | Reduced |
| Endurance Wealth Management, Inc. | 875 | $271.0K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 910 | $281.8K | 0.03% | −8−0.9% | Reduced |
| Portland Global Advisors LLC | 912 | $282.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 913 | $282.7K | 0.00% | +79+9.5% | Added |
| Fifth Third Bancorp | 919 | $284.6K | 0.00% | +55+6.4% | Added |
| Fiera Capital Corp | 920 | $284.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 921 | $285.2K | 0.02% | −12−1.3% | Reduced |
| Ritholtz Wealth Management | 929 | $287.6K | 0.01% | −213−18.7% | Reduced |
| PFG Investments, LLC | 935 | $289.5K | 0.06% | +935 | New |
| ExodusPoint Capital Management, LP | 938 | $290.0K | 0.00% | −1,021−52.1% | Reduced |
| Chilton Investment Co LLC | 942 | $291.7K | 0.01% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 952 | $294.8K | 0.18% | 00.0% | Unchanged |
| Wealth Alliance | 952 | $294.8K | 0.05% | +20+2.1% | Added |
| Bleakley Financial Group, LLC | 953 | $295.1K | 0.01% | −51−5.1% | Reduced |
| Sawtooth Solutions, LLC | 954 | $295.4K | 0.01% | +312+48.6% | Added |
| Veritable, L.P. | 957 | $296.3K | 0.01% | −24−2.4% | Reduced |
| Colonial Trust Co | 985 | $305.0K | 0.08% | +985 | New |
| Forte Capital LLC | 999 | $309.3K | 0.05% | −20−2.0% | Reduced |
| Bristol John W & Co Inc | 1,000 | $309.6K | 0.01% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,000 | $310.0K | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,007 | $311.8K | 0.01% | +1,007 | New |
| Ieq Capital, LLC | 1,008 | $312.0K | 0.01% | +1,008 | New |