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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 1,757 | $544.0K | 0.07% | +16+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 1,751 | $542.2K | 0.04% | +722+70.2% | Added |
| Virtu Financial LLC | 1,743 | $540.0K | 0.06% | −3,370−65.9% | Reduced |
| First Hawaiian Bank | 1,716 | $531.3K | 0.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,700 | $526.4K | 0.46% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,696 | $525.0K | 0.01% | −712−29.6% | Reduced |
| Cerity Partners LLC | 1,667 | $516.2K | 0.00% | +167+11.1% | Added |
| Agf Management Ltd | 1,664 | $515.2K | 0.00% | +14+0.8% | Added |
| Everence Capital Management Inc | 1,646 | $510.0K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,643 | $508.7K | 0.05% | +70+4.5% | Added |
| Keybank National Association | 1,622 | $502.2K | 0.00% | −57−3.4% | Reduced |
| Wetherby Asset Management Inc | 1,619 | $501.3K | 0.03% | −15−0.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,637 | $499.7K | 0.48% | +1,637 | New |
| Winton Group Ltd | 1,601 | $495.7K | 0.03% | +562+54.1% | Added |
| Beacon Pointe Advisors, LLC | 1,592 | $492.9K | 0.01% | −25−1.5% | Reduced |
| Symphony Financial, Ltd. Co. | 1,604 | $488.6K | 0.13% | −276−14.7% | Reduced |
| Kestra Advisory Services, LLC | 1,558 | $482.4K | 0.01% | −912−36.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,539 | $477.0K | 0.01% | +189+14.0% | Added |
| Lowe Brockenbrough & Co Inc | 1,528 | $473.1K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 1,524 | $471.9K | 0.19% | +1,524 | New |
| Stiles Financial Services Inc | 1,523 | $471.6K | 0.25% | +100+7.0% | Added |
| Lazard Asset Management LLC | 1,495 | $462.0K | 0.00% | +233+18.5% | Added |
| 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 |
| Neville Rodie & Shaw Inc | 1,422 | $440.0K | 0.04% | −215−13.1% | Reduced |
| HRT Financial LP | 1,420 | $439.0K | 0.01% | −28,625−95.3% | Reduced |
| Atlas Brown,Inc. | 1,412 | $437.2K | 0.20% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,407 | $435.7K | 0.01% | +32+2.3% | Added |
| Beaton Management Co. Inc. | 1,400 | $433.0K | 0.29% | +100+7.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,396 | $432.0K | 0.01% | +135+10.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,391 | $430.7K | 0.00% | −339−19.6% | Reduced |
| Ballentine Partners, LLC | 1,358 | $420.5K | 0.01% | −10−0.7% | Reduced |
| MML Investors Services, LLC | 1,358 | $420.0K | 0.00% | +1,358 | New |
| Vontobel Holding Ltd. | 1,351 | $418.3K | 0.00% | −468−25.7% | Reduced |
| Hillsdale Investment Management Inc. | 1,350 | $418.0K | 0.04% | +1,350 | New |
| Johnson Investment Counsel Inc | 1,342 | $415.5K | 0.01% | +92+7.4% | Added |
| Avalon Trust Co | 1,335 | $413.4K | 0.04% | +1,335 | New |
| Great Lakes Advisors, LLC | 1,331 | $412.1K | 0.00% | +1+0.1% | Added |
| 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 |
| Ingalls & Snyder LLC | 1,290 | $399.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,250 | $387.0K | 0.04% | +1,250 | New |
| CWM Advisors, LLC | 1,237 | $382.9K | 0.05% | +211+20.6% | Added |
| Huntington National Bank | 1,236 | $382.7K | 0.00% | +1+0.1% | Added |
| Snowden Capital Advisors LLC | 1,235 | $382.4K | 0.01% | −44−3.4% | Reduced |
| Brighton Jones LLC | 1,234 | $382.1K | 0.02% | +650+111.3% | Added |
| Tower Research Capital LLC (TRC) | 1,234 | $382.0K | 0.01% | +16+1.3% | Added |
| Rockefeller Capital Management L.P. | 1,235 | $381.0K | 0.00% | +87+7.6% | Added |
| Simplify Asset Management Inc. | 1,206 | $373.4K | 0.07% | −360−23.0% | Reduced |
| SevenBridge Financial Group, LLC | 1,200 | $371.6K | 0.10% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,246 | $371.3K | 0.11% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,181 | $365.7K | 0.02% | −679−36.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,180 | $365.4K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,176 | $364.0K | 0.02% | +20+1.7% | Added |
| MAI Capital Management | 1,168 | $361.6K | 0.01% | +114+10.8% | Added |
| Boothbay Fund Management, LLC | 1,167 | $361.3K | 0.01% | +1,167 | New |
| Vident Investment Advisory, LLC | 1,157 | $358.2K | 0.01% | −2,420−67.7% | Reduced |
| Sun Life Financial INC | 1,159 | $357.7K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,152 | $357.0K | 0.04% | +10+0.9% | Added |
| Cetera Investment Advisers | 1,150 | $356.2K | 0.00% | −315−21.5% | Reduced |
| Landscape Capital Management, L.L.C. | 1,149 | $355.8K | 0.05% | +1,149 | New |
| Sciencast Management LP | 1,314 | $354.5K | 0.47% | +1,314 | New |
| Wolverine Trading, LLC | 1,148 | $350.0K | 0.01% | +219+23.6% | Added |
| Marble Harbor Investment Counsel, LLC | 1,130 | $349.9K | 0.05% | 00.0% | Unchanged |
| SRB Corp | 1,116 | $345.5K | 0.02% | +1,116 | New |
| Globeflex Capital L P | 1,111 | $344.0K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,075 | $333.0K | 0.00% | −356−24.9% | Reduced |
| Middleton & Co Inc | 1,070 | $331.3K | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,069 | $331.0K | 0.04% | +30+2.9% | Added |
| Tiaa, FSB | 1,060 | $328.2K | 0.00% | −61−5.4% | Reduced |
| Accredited Investors Inc. | 1,053 | $326.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,040 | $322.0K | 0.19% | +1,040 | New |
| Alps Advisors Inc | 1,033 | $319.8K | 0.00% | −21−2.0% | Reduced |
| Summit Trail Advisors, LLC | 1,030 | $318.9K | 0.01% | +53+5.4% | Added |
| Coldstream Capital Management Inc | 1,015 | $314.3K | 0.01% | +21+2.1% | Added |
| Symmetry Partners, LLC | 1,014 | $314.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 1,014 | $314.0K | 0.00% | +31+3.2% | Added |
| Ieq Capital, LLC | 1,008 | $312.0K | 0.01% | +1,008 | New |
| Capstone Investment Advisors, LLC | 1,007 | $311.8K | 0.01% | +1,007 | New |
| Heritage Investment Group, Inc. | 1,000 | $310.0K | 0.09% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 1,000 | $309.6K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 999 | $309.3K | 0.05% | −20−2.0% | Reduced |
| Colonial Trust Co | 985 | $305.0K | 0.08% | +985 | New |
| Veritable, L.P. | 957 | $296.3K | 0.01% | −24−2.4% | Reduced |
| Sawtooth Solutions, LLC | 954 | $295.4K | 0.01% | +312+48.6% | Added |
| Bleakley Financial Group, LLC | 953 | $295.1K | 0.01% | −51−5.1% | Reduced |
| Garrison Asset Management, LLC | 952 | $294.8K | 0.18% | 00.0% | Unchanged |
| Wealth Alliance | 952 | $294.8K | 0.05% | +20+2.1% | Added |
| Chilton Investment Co LLC | 942 | $291.7K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 938 | $290.0K | 0.00% | −1,021−52.1% | Reduced |
| PFG Investments, LLC | 935 | $289.5K | 0.06% | +935 | New |
| Ritholtz Wealth Management | 929 | $287.6K | 0.01% | −213−18.7% | Reduced |
| Profund Advisors LLC | 921 | $285.2K | 0.02% | −12−1.3% | Reduced |
| Fiera Capital Corp | 920 | $284.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 919 | $284.6K | 0.00% | +55+6.4% | Added |
| Lido Advisors, LLC | 913 | $282.7K | 0.00% | +79+9.5% | Added |
| Portland Global Advisors LLC | 912 | $282.0K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 910 | $281.8K | 0.03% | −8−0.9% | Reduced |
| Endurance Wealth Management, Inc. | 875 | $271.0K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 870 | $269.4K | 0.02% | −23−2.6% | Reduced |