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, Q2 2023
Institutional positions in Waters Corp as of Jun 30, 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
- 647
- −27 vs. Q1 2023
- Shares held
- 56.3M
- +2.18M (+4.0%) vs. Q1 2023
- Total value
- $15.0B
- −$1.78B (−10.6%) vs. Q1 2023
- New holders
- 67
- 234 more added
- Sold out
- 94
- 219 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lincoln National Corp | 799 | $213.0K | 0.00% | +799 | New |
| Buffington Mohr McNeal | 780 | $207.9K | 0.04% | 00.0% | Unchanged |
| Middleton & Co Inc | 770 | $205.2K | 0.03% | −300−28.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 769 | $205.0K | 0.04% | +49+6.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $202.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 757 | $201.8K | 0.01% | +757 | New |
| Manchester Capital Management LLC | 756 | $201.5K | 0.03% | +1+0.1% | Added |
| RIA Advisory Group LLC | 756 | $201.5K | 0.09% | −15−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 754 | $201.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $201.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 721 | $192.2K | 0.02% | +17+2.4% | Added |
| Signaturefd, LLC | 714 | $190.3K | 0.00% | −86−10.8% | Reduced |
| Columbia Asset Management | 705 | $188.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 678 | $180.0K | 0.00% | +363+115.2% | Added |
| Clean Yield Group | 670 | $178.6K | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 606 | $161.6K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 581 | $154.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 579 | $154.3K | 0.00% | +179+44.8% | Added |
| Colonial Trust Co | 560 | $149.3K | 0.04% | −425−43.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 541 | $144.2K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 541 | $144.2K | 0.00% | +238+78.5% | Added |
| Whittier Trust Co | 520 | $138.6K | 0.00% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $133.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 496 | $132.2K | 0.00% | +16+3.3% | Added |
| V-Square Quantitative Management LLC | 477 | $127.1K | 0.09% | +477 | New |
| Central Trust Co | 472 | $125.8K | 0.00% | −90−16.0% | Reduced |
| Brown Brothers Harriman & Co | 461 | $122.9K | 0.00% | −23−4.8% | Reduced |
| Resurgent Financial Advisors LLC | 436 | $116.2K | 0.08% | +3+0.7% | Added |
| Deseret Mutual Benefit Administrators | 415 | $110.6K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $106.6K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 400 | $106.6K | 0.11% | +400 | New |
| Sentry Investment Management LLC | 392 | $104.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 381 | $101.6K | 0.00% | −1−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 368 | $98.0K | 0.00% | −7−1.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 340 | $91.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 331 | $88.2K | 0.03% | +200+152.7% | Added |
| Tobam | 325 | $87.0K | 0.01% | −51−13.6% | Reduced |
| Salem Investment Counselors Inc | 325 | $86.6K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 322 | $86.0K | 0.02% | +322 | New |
| Smithfield Trust Co | 276 | $74.0K | 0.00% | +180+187.5% | Added |
| Ancora Advisors, LLC | 260 | $69.3K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 260 | $69.3K | 0.00% | +260 | New |
| ICA Group Wealth Management, LLC | 259 | $69.0K | 0.02% | +259 | New |
| Kistler-Tiffany Companies, LLC | 250 | $66.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 209 | $55.7K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 202 | $54.4K | 0.03% | +2+1.0% | Added |
| Steward Financial Group LLC | 205 | $54.0K | 0.02% | +205 | New |
| Alta Advisers Ltd | 200 | $53.3K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $53.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $52.8K | 0.00% | +168+560.0% | Added |
| Park Place Capital Corp | 193 | $51.4K | 0.01% | −16−7.7% | Reduced |
| Piscataqua Savings Bank | 190 | $50.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 186 | $49.6K | 0.01% | +117+169.6% | Added |
| Itau Unibanco Holding S.A. | 180 | $48.0K | 0.00% | −1−0.6% | Reduced |
| Washington Trust Co | 177 | $47.2K | 0.00% | −10−5.3% | Reduced |
| Loomis Sayles & Co L P | 168 | $45.0K | 0.00% | +108+180.0% | Added |
| Global Financial Private Client, LLC | 168 | $44.7K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 166 | $44.0K | 0.02% | +51+44.3% | Added |
| Farther Finance Advisors, LLC | 165 | $44.0K | 0.01% | +25+17.9% | Added |
| Boyd Watterson Asset Management LLC | 160 | $42.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 155 | $41.3K | 0.00% | +146+1,622.2% | Added |
| Tyler-Stone Wealth Management | 150 | $40.0K | 0.02% | +150 | New |
| Granite FO LLC | 150 | $40.0K | 0.03% | +150 | New |
| Capital Advisors, Ltd. LLC | 141 | $38.0K | 0.01% | +108+327.3% | Added |
| Glassman Wealth Services | 141 | $37.6K | 0.01% | +40+39.6% | Added |
| Kenfarb & Co. | 130 | $34.6K | 0.03% | 00.0% | Unchanged |
| Mirova | 119 | $31.7K | 0.01% | −197−62.3% | Reduced |
| Harbour Investments, Inc. | 111 | $29.6K | 0.00% | +110+11,000.0% | Added |
| VitalStone Financial, LLC | 89 | $28.0K | 0.02% | +89 | New |
| West Tower Group, LLC | 105 | $28.0K | 0.02% | +105 | New |
| TD Private Client Wealth LLC | 101 | $26.9K | 0.00% | +18+21.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $26.7K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $26.7K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $26.7K | 0.00% | +100 | New |
| Asset Dedication, LLC | 100 | $26.0K | 0.00% | −1−1.0% | Reduced |
| PSI Advisors, LLC | 97 | $25.9K | 0.01% | +97 | New |
| First Capital Advisors Group, LLC. | 96 | $25.6K | 0.01% | +96 | New |
| Proequities, Inc. | 92 | $24.5K | 0.00% | +4+4.5% | Added |
| Allworth Financial LP | 86 | $23.0K | 0.00% | −29−25.2% | Reduced |
| Ronald Blue Trust, Inc. | 76 | $23.0K | 0.00% | −29−27.6% | Reduced |
| Parkside Financial Bank & Trust | 86 | $22.9K | 0.01% | +39+83.0% | Added |
| Private Trust Co NA | 76 | $20.3K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 75 | $20.0K | 0.01% | +75 | New |
| Bangor Savings Bank | 70 | $18.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 66 | $17.6K | 0.00% | +56+560.0% | Added |
| Colonial Trust Advisors | 65 | $17.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $17.3K | 0.00% | +24+58.5% | Added |
| Manitou Investment Management Ltd. | 58 | $15.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $15.2K | 0.00% | +8+16.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 51 | $13.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 48 | $12.8K | 0.00% | +3+6.7% | Added |
| EverSource Wealth Advisors, LLC | 48 | $12.8K | 0.00% | +15+45.5% | Added |
| MV Capital Management, Inc. | 47 | $12.5K | 0.00% | +36+327.3% | Added |
| Riverview Trust Co | 44 | $11.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $11.5K | 0.00% | −4−8.5% | Reduced |
| Zions Bancorporation, N.A. | 42 | $11.2K | 0.00% | −7−14.3% | Reduced |
| Covestor Ltd | 42 | $11.0K | 0.01% | +1+2.4% | Added |
| IFP Advisors, Inc | 128 | $10.4K | 0.00% | +8+6.7% | Added |
| Sutton Wealth Advisors Inc. | 36 | $9.60K | 0.00% | +7+24.1% | Added |