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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $30.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 96 | $29.7K | 0.02% | −82−46.1% | Reduced |
| Proequities, Inc. | 88 | $27.2K | 0.00% | +7+8.6% | Added |
| 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 |
| Antipodes Partners Ltd | 81 | $25.0K | 0.00% | +81 | New |
| Private Trust Co NA | 76 | $23.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $21.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 69 | $21.4K | 0.00% | −238−77.5% | Reduced |
| Colonial Trust Advisors | 65 | $20.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 60 | $19.0K | 0.00% | +60 | New |
| Manitou Investment Management Ltd. | 58 | $18.0K | 0.00% | +58 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 51 | $15.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $15.5K | 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 |
| Parkside Financial Bank & Trust | 47 | $14.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $14.6K | 0.00% | +3+6.8% | Added |
| TFC Financial Management | 45 | $13.9K | 0.00% | +30+200.0% | Added |
| Grey Fox Wealth Advisors, LLC | 44 | $13.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $13.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $13.0K | 0.01% | −2−4.7% | Reduced |
| 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 |
| Cullen/Frost Bankers, Inc. | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $10.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $10.5K | 0.00% | +1+3.0% | Added |
| EverSource Wealth Advisors, LLC | 33 | $10.2K | 0.00% | +2+6.5% | Added |
| Capital Advisors, Ltd. LLC | 33 | $10.0K | 0.00% | −114−77.6% | Reduced |
| Earnest Partners LLC | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 120 | $9.79K | 0.00% | +3+2.6% | Added |
| GWM Advisors LLC | 30 | $9.29K | 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 |
| Cary Street Partner Investment Advisory LLC | 28 | $8.67K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 27 | $8.36K | 0.01% | +1+3.8% | Added |
| Rational Advisors LLC | 26 | $8.05K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $8.05K | 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 |
| First Horizon Advisors, Inc. | 23 | $7.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $7.00K | 0.00% | +1+5.0% | Added |
| TCI Wealth Advisors, Inc. | 22 | $6.81K | 0.00% | −1−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 22 | $6.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 18 | $5.57K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $3.41K | 0.00% | −2−15.4% | Reduced |
| Schubert & Co | 11 | $3.41K | 0.00% | −1−8.3% | Reduced |
| Sunbelt Securities, Inc. | 11 | $3.35K | 0.00% | +11 | New |
| 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 |
| AlphaMark Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.79K | 0.00% | +9 | Added |
| Abound Wealth Management | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.55K | 0.00% | −1−16.7% | Reduced |
| Eagle Bay Advisors LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.24K | 0.00% | −2−33.3% | Reduced |
| JJJ Advisors Inc. | 4 | $1.23K | 0.00% | −2−33.3% | Reduced |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| 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 |
| Column Capital Advisors, LLC | 2 | $619 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2 | $464 | 0.00% | +2 | 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 |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Quilter Plc | 66,440 | – | – | +11,312+20.5% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −105,522−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −35,003−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −24,129−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −12,575−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |
| Merlin Capital LLC | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |