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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 4,929 | $1.53M | 0.00% | +3,221+188.6% | Added |
| Guggenheim Capital LLC | 4,904 | $1.52M | 0.01% | +1,240+33.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,888 | $1.51M | 0.03% | +50+1.0% | Added |
| Jump Financial, LLC | 4,851 | $1.50M | 0.06% | +4,851 | New |
| Jane Street Group, LLC | 4,845 | $1.50M | 0.00% | −10,751−68.9% | Reduced |
| MainStreet Investment Advisors LLC | 4,784 | $1.48M | 0.16% | −51−1.1% | Reduced |
| AIA Group Ltd | 4,715 | $1.46M | 0.08% | +2,577+120.5% | Added |
| Kentucky Retirement Systems | 4,697 | $1.45M | 0.05% | −11−0.2% | Reduced |
| Maryland State Retirement & Pension System | 4,679 | $1.45M | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,670 | $1.45M | 0.06% | +24+0.5% | Added |
| HM Payson & Co | 4,660 | $1.44M | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,655 | $1.44M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,580 | $1.42M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,563 | $1.41M | 0.02% | +498+12.3% | Added |
| Orion Portfolio Solutions, LLC | 4,563 | $1.41M | 0.02% | +3,682+417.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,488 | $1.39M | 0.16% | +4,488 | New |
| Ethic Inc. | 4,487 | $1.39M | 0.06% | +115+2.6% | Added |
| Pacer Advisors, Inc. | 4,452 | $1.38M | 0.01% | +4,157+1,409.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,316 | $1.34M | 0.12% | +389+9.9% | Added |
| Pensionfund Sabic | 4,300 | $1.33M | 0.46% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,230 | $1.31M | 0.05% | −1,247−22.8% | Reduced |
| Mariner, LLC | 4,208 | $1.30M | 0.00% | −691−14.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,195 | $1.30M | 0.03% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 4,189 | $1.30M | 0.44% | +715+20.6% | Added |
| M&T Bank Corp | 4,131 | $1.28M | 0.00% | −35−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,114 | $1.27M | 0.00% | +723+21.3% | Added |
| Bank of Nova Scotia | 4,109 | $1.27M | 0.00% | −802−16.3% | Reduced |
| Bank of Stockton | 4,067 | $1.26M | 0.44% | −834−17.0% | Reduced |
| Captrust Financial Advisors | 4,008 | $1.24M | 0.01% | +92+2.3% | Added |
| Highline Wealth Partners LLC | 4,000 | $1.24M | 0.85% | 00.0% | Unchanged |
| Blair William & Co | 3,948 | $1.22M | 0.00% | −565−12.5% | Reduced |
| Louisiana State Employees Retirement System | 3,900 | $1.21M | 0.03% | +100+2.6% | Added |
| Algert Global LLC | 3,880 | $1.20M | 0.06% | −659−14.5% | Reduced |
| Norinchukin Bank, The | 3,869 | $1.20M | 0.02% | +106+2.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,856 | $1.19M | 0.02% | −2,250−36.8% | Reduced |
| Welch & Forbes LLC | 3,788 | $1.17M | 0.02% | −100−2.6% | Reduced |
| Trillium Asset Management, LLC | 3,877 | $1.16M | 0.03% | −21,631−84.8% | Reduced |
| Northwest Investment Counselors, LLC | 3,696 | $1.14M | 0.32% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,681 | $1.14M | 0.00% | +81+2.3% | Added |
| Tocqueville Asset Management L.P. | 3,635 | $1.13M | 0.02% | −160−4.2% | Reduced |
| JustInvest LLC | 3,517 | $1.09M | 0.04% | −36−1.0% | Reduced |
| Creative Planning | 3,462 | $1.07M | 0.00% | −4−0.1% | Reduced |
| Metis Global Partners, LLC | 3,453 | $1.07M | 0.07% | +161+4.9% | Added |
| D.A. Davidson & Co. | 3,410 | $1.06M | 0.01% | −4,700−58.0% | Reduced |
| Toroso Investments, LLC | 3,367 | $1.04M | 0.03% | +147+4.6% | Added |
| Truist Financial Corp | 3,289 | $1.02M | 0.00% | +193+6.2% | Added |
| Neuberger Berman Group LLC | 3,279 | $1.02M | 0.00% | +159+5.1% | Added |
| Suvretta Capital Management, LLC | 3,150 | $975.3K | 0.05% | +2,200+231.6% | Added |
| Duality Advisers, LP | 3,095 | $958.3K | 0.11% | +3,095 | New |
| Fulton Bank, N.A. | 3,053 | $945.3K | 0.05% | −37−1.2% | Reduced |
| Stevens Capital Management LP | 3,036 | $940.0K | 0.23% | +3,036 | New |
| CIBC World Markets Corp | 3,004 | $930.1K | 0.02% | −3,980−57.0% | Reduced |
| CI Private Wealth, LLC | 2,976 | $923.9K | 0.00% | +1,497+101.2% | Added |
| Mission Wealth Management, LP | 2,914 | $902.2K | 0.04% | +115+4.1% | Added |
| Bessemer Group Inc | 2,910 | $902.0K | 0.00% | −84−2.8% | Reduced |
| Grandfield & Dodd, LLC | 2,910 | $901.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,908 | $900.4K | 0.08% | +2,908 | New |
| Compton Capital Management Inc | 2,875 | $890.2K | 1.92% | −3,118−52.0% | Reduced |
| Artia Global Partners LP | 2,845 | $880.9K | 0.35% | 00.0% | Unchanged |
| AXS Investments LLC | 2,811 | $870.4K | 0.29% | +2,811 | New |
| Oppenheimer & Co Inc | 2,787 | $862.9K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,762 | $855.2K | 0.64% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,762 | $855.2K | 0.01% | +76+2.8% | Added |
| Hyperion Capital Advisors LP | 2,758 | $854.0K | 0.41% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,750 | $851.5K | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,740 | $848.0K | 0.04% | −100−3.5% | Reduced |
| SG Americas Securities, LLC | 2,688 | $832.0K | 0.01% | −7,792−74.4% | Reduced |
| Metropolitan Life Insurance Co | 2,658 | $823.0K | 0.04% | −638−19.4% | Reduced |
| Trust Co of Vermont | 2,599 | $804.7K | 0.06% | −36−1.4% | Reduced |
| Wealthfront Advisers LLC | 2,589 | $801.6K | 0.00% | −139−5.1% | Reduced |
| Virtus ETF Advisers LLC | 2,581 | $799.2K | 0.44% | +2,581 | New |
| Banque Cantonale Vaudoise | 2,563 | $794.0K | 0.04% | −5,400−67.8% | Reduced |
| E. Ohman J:or Asset Management AB | 2,564 | $793.9K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,545 | $788.0K | 0.07% | +907+55.4% | Added |
| CIBC World Markets Inc. | 2,545 | $788.0K | 0.00% | −28−1.1% | Reduced |
| Veriti Management LLC | 2,542 | $787.1K | 0.09% | +52+2.1% | Added |
| Seven Eight Capital, LP | 2,511 | $777.5K | 0.16% | +2,511 | New |
| Prudential PLC | 2,472 | $765.4K | 0.01% | −474−16.1% | Reduced |
| O'Rourke & Company, Inc | 2,432 | $753.0K | 0.57% | −850−25.9% | Reduced |
| Pitcairn Co | 2,380 | $736.9K | 0.07% | −36−1.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,356 | $729.0K | 0.02% | −8,144−77.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,325 | $719.7K | 0.01% | −336−12.6% | Reduced |
| ETF Managers Group, LLC | 2,324 | $719.6K | 0.02% | +34+1.5% | Added |
| Bailard, Inc. | 2,248 | $696.0K | 0.02% | +147+7.0% | Added |
| Advisor Partners II, LLC | 2,136 | $661.4K | 0.04% | +16+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,114 | $655.0K | 0.05% | −32−1.5% | Reduced |
| Natixis | 2,026 | $627.3K | 0.01% | −6,024−74.8% | Reduced |
| Fernwood Investment Management, LLC | 2,025 | $627.0K | 0.24% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 2,023 | $626.4K | 0.08% | +164+8.8% | Added |
| US Bancorp | 1,988 | $615.5K | 0.00% | +6+0.3% | Added |
| Panagora Asset Management Inc | 1,937 | $599.8K | 0.00% | −532−21.5% | Reduced |
| First Personal Financial Services | 1,928 | $597.0K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,917 | $594.0K | 0.00% | +8+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 1,893 | $586.1K | 0.02% | +8+0.4% | Added |
| Fox Run Management, L.L.C. | 1,878 | $581.5K | 0.19% | −460−19.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,868 | $578.4K | 0.01% | +5+0.3% | Added |
| Pinnacle Associates Ltd | 1,860 | $575.9K | 0.01% | +18+1.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,834 | $567.9K | 0.18% | −19−1.0% | Reduced |
| Rice Partnership, LLC | 1,777 | $550.2K | 0.17% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,769 | $547.7K | 0.28% | 00.0% | Unchanged |