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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 1,014 | $314.0K | 0.00% | +31+3.2% | Added |
| Symmetry Partners, LLC | 1,014 | $314.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,015 | $314.3K | 0.01% | +21+2.1% | Added |
| Summit Trail Advisors, LLC | 1,030 | $318.9K | 0.01% | +53+5.4% | Added |
| Alps Advisors Inc | 1,033 | $319.8K | 0.00% | −21−2.0% | Reduced |
| Oak Thistle LLC | 1,040 | $322.0K | 0.19% | +1,040 | New |
| Accredited Investors Inc. | 1,053 | $326.0K | 0.02% | 00.0% | Unchanged |
| Tiaa, FSB | 1,060 | $328.2K | 0.00% | −61−5.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,069 | $331.0K | 0.04% | +30+2.9% | Added |
| Middleton & Co Inc | 1,070 | $331.3K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,075 | $333.0K | 0.00% | −356−24.9% | Reduced |
| Globeflex Capital L P | 1,111 | $344.0K | 0.04% | 00.0% | Unchanged |
| SRB Corp | 1,116 | $345.5K | 0.02% | +1,116 | New |
| Marble Harbor Investment Counsel, LLC | 1,130 | $349.9K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,148 | $350.0K | 0.01% | +219+23.6% | Added |
| Sciencast Management LP | 1,314 | $354.5K | 0.47% | +1,314 | New |
| Landscape Capital Management, L.L.C. | 1,149 | $355.8K | 0.05% | +1,149 | New |
| Cetera Investment Advisers | 1,150 | $356.2K | 0.00% | −315−21.5% | Reduced |
| Desjardins Global Asset Management Inc. | 1,152 | $357.0K | 0.04% | +10+0.9% | Added |
| Sun Life Financial INC | 1,159 | $357.7K | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,157 | $358.2K | 0.01% | −2,420−67.7% | Reduced |
| Boothbay Fund Management, LLC | 1,167 | $361.3K | 0.01% | +1,167 | New |
| MAI Capital Management | 1,168 | $361.6K | 0.01% | +114+10.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,176 | $364.0K | 0.02% | +20+1.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,180 | $365.4K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,181 | $365.7K | 0.02% | −679−36.5% | Reduced |
| SFE Investment Counsel | 1,246 | $371.3K | 0.11% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,200 | $371.6K | 0.10% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,206 | $373.4K | 0.07% | −360−23.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,235 | $381.0K | 0.00% | +87+7.6% | Added |
| Tower Research Capital LLC (TRC) | 1,234 | $382.0K | 0.01% | +16+1.3% | Added |
| Brighton Jones LLC | 1,234 | $382.1K | 0.02% | +650+111.3% | Added |
| Snowden Capital Advisors LLC | 1,235 | $382.4K | 0.01% | −44−3.4% | Reduced |
| Huntington National Bank | 1,236 | $382.7K | 0.00% | +1+0.1% | Added |
| CWM Advisors, LLC | 1,237 | $382.9K | 0.05% | +211+20.6% | Added |
| Private Wealth Partners, LLC | 1,250 | $387.0K | 0.04% | +1,250 | New |
| Ingalls & Snyder LLC | 1,290 | $399.0K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,330 | $411.8K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,330 | $411.8K | 0.01% | +1,330 | New |
| Great Lakes Advisors, LLC | 1,331 | $412.1K | 0.00% | +1+0.1% | Added |
| Avalon Trust Co | 1,335 | $413.4K | 0.04% | +1,335 | New |
| Johnson Investment Counsel Inc | 1,342 | $415.5K | 0.01% | +92+7.4% | Added |
| Hillsdale Investment Management Inc. | 1,350 | $418.0K | 0.04% | +1,350 | New |
| Vontobel Holding Ltd. | 1,351 | $418.3K | 0.00% | −468−25.7% | Reduced |
| MML Investors Services, LLC | 1,358 | $420.0K | 0.00% | +1,358 | New |
| Ballentine Partners, LLC | 1,358 | $420.5K | 0.01% | −10−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,391 | $430.7K | 0.00% | −339−19.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,396 | $432.0K | 0.01% | +135+10.7% | Added |
| Beaton Management Co. Inc. | 1,400 | $433.0K | 0.29% | +100+7.7% | Added |
| Savant Capital, LLC | 1,407 | $435.7K | 0.01% | +32+2.3% | Added |
| Atlas Brown,Inc. | 1,412 | $437.2K | 0.20% | 00.0% | Unchanged |
| HRT Financial LP | 1,420 | $439.0K | 0.01% | −28,625−95.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,422 | $440.0K | 0.04% | −215−13.1% | Reduced |
| Brave Asset Management Inc | 1,463 | $453.0K | 0.14% | +97+7.1% | Added |
| Kula Investments, LLC | 1,463 | $453.0K | 0.11% | +1,463 | New |
| Lazard Asset Management LLC | 1,495 | $462.0K | 0.00% | +233+18.5% | Added |
| Stiles Financial Services Inc | 1,523 | $471.6K | 0.25% | +100+7.0% | Added |
| Axq Capital, LP | 1,524 | $471.9K | 0.19% | +1,524 | New |
| Lowe Brockenbrough & Co Inc | 1,528 | $473.1K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,539 | $477.0K | 0.01% | +189+14.0% | Added |
| Kestra Advisory Services, LLC | 1,558 | $482.4K | 0.01% | −912−36.9% | Reduced |
| Symphony Financial, Ltd. Co. | 1,604 | $488.6K | 0.13% | −276−14.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,592 | $492.9K | 0.01% | −25−1.5% | Reduced |
| Winton Group Ltd | 1,601 | $495.7K | 0.03% | +562+54.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,637 | $499.7K | 0.48% | +1,637 | New |
| Wetherby Asset Management Inc | 1,619 | $501.3K | 0.03% | −15−0.9% | Reduced |
| Keybank National Association | 1,622 | $502.2K | 0.00% | −57−3.4% | Reduced |
| Empirical Finance, LLC | 1,643 | $508.7K | 0.05% | +70+4.5% | Added |
| Everence Capital Management Inc | 1,646 | $510.0K | 0.04% | 00.0% | Unchanged |
| Agf Management Ltd | 1,664 | $515.2K | 0.00% | +14+0.8% | Added |
| Cerity Partners LLC | 1,667 | $516.2K | 0.00% | +167+11.1% | Added |
| Kovitz Investment Group Partners, LLC | 1,696 | $525.0K | 0.01% | −712−29.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,700 | $526.4K | 0.46% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,716 | $531.3K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,743 | $540.0K | 0.06% | −3,370−65.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,751 | $542.2K | 0.04% | +722+70.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,757 | $544.0K | 0.07% | +16+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,769 | $547.7K | 0.28% | 00.0% | Unchanged |
| Rice Partnership, LLC | 1,777 | $550.2K | 0.17% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,834 | $567.9K | 0.18% | −19−1.0% | Reduced |
| Pinnacle Associates Ltd | 1,860 | $575.9K | 0.01% | +18+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,868 | $578.4K | 0.01% | +5+0.3% | Added |
| Fox Run Management, L.L.C. | 1,878 | $581.5K | 0.19% | −460−19.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,893 | $586.1K | 0.02% | +8+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,917 | $594.0K | 0.00% | +8+0.4% | Added |
| First Personal Financial Services | 1,928 | $597.0K | 0.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,937 | $599.8K | 0.00% | −532−21.5% | Reduced |
| US Bancorp | 1,988 | $615.5K | 0.00% | +6+0.3% | Added |
| Oak Ridge Investments LLC | 2,023 | $626.4K | 0.08% | +164+8.8% | Added |
| Fernwood Investment Management, LLC | 2,025 | $627.0K | 0.24% | 00.0% | Unchanged |
| Natixis | 2,026 | $627.3K | 0.01% | −6,024−74.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,114 | $655.0K | 0.05% | −32−1.5% | Reduced |
| Advisor Partners II, LLC | 2,136 | $661.4K | 0.04% | +16+0.8% | Added |
| Bailard, Inc. | 2,248 | $696.0K | 0.02% | +147+7.0% | Added |
| ETF Managers Group, LLC | 2,324 | $719.6K | 0.02% | +34+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,325 | $719.7K | 0.01% | −336−12.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,356 | $729.0K | 0.02% | −8,144−77.6% | Reduced |
| Pitcairn Co | 2,380 | $736.9K | 0.07% | −36−1.5% | Reduced |
| O'Rourke & Company, Inc | 2,432 | $753.0K | 0.57% | −850−25.9% | Reduced |
| Prudential PLC | 2,472 | $765.4K | 0.01% | −474−16.1% | Reduced |