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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, Q3 2023

Institutional positions in Waters Corp as of Sep 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
651
+10 vs. Q2 2023
Shares held
57.2M
+907.4K (+1.6%) vs. Q2 2023
Total value
$15.7B
+$664.8M (+4.4%) vs. Q2 2023
New holders
70
216 more added
Sold out
60
232 more reduced

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 651 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ3 2023: $15.7B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2023.

Institutions holding WAT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$2740.00%+1New
Cornerstone Planning Group LLC1$2740.00%+1New
True Wealth Design, LLC1$2750.00%00.0%Unchanged
Column Capital Advisors, LLC2$5480.00%00.0%Unchanged
1832 Asset Management L.P.3$8220.00%−8,241−100.0%Reduced
North Star Investment Management Corp.3$8230.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$8230.00%00.0%Unchanged
Longfellow Investment Management Co LLC5$1.37K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.37K0.00%+5New
SJS Investment Consulting Inc.5$1.37K0.00%+2+66.7%Added
Creative Financial Designs Inc6$1.65K0.00%00.0%Unchanged
AdvisorNet Financial, Inc7$1.92K0.00%−4−36.4%Reduced
Raffa Wealth Management, LLC7$1.92K0.00%00.0%Unchanged
Abound Wealth Management7$1.92K0.00%−1−12.5%Reduced
Lee Financial Co7$1.92K0.00%00.0%Unchanged
Lazard Asset Management LLC8$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC7$2.00K0.00%00.0%Unchanged
Avion Wealth8$2.00K0.00%+6+300.0%Added
Bay Harbor Wealth Management, LLC8$2.19K0.00%−1−11.1%Reduced
Macroview Investment Management LLC8$2.19K0.00%+8New
Canada Pension Plan Investment Board10$2.74K0.00%−26,140−100.0%Reduced
Mechanics Financial Corp10$2.74K0.00%00.0%Unchanged
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.11$3.02K0.00%00.0%Unchanged
Investors Research Corp12$3.29K0.00%00.0%Unchanged
Marquette Asset Management, LLC13$3.56K0.00%00.0%Unchanged
Harbour Investments, Inc.14$3.84K0.00%−97−87.4%Reduced
Steward Financial Group LLC15$4.00K0.00%−190−92.7%Reduced
Financial Management Professionals, Inc.16$4.00K0.00%00.0%Unchanged
PFS Partners, LLC17$4.66K0.00%00.0%Unchanged
Eukles Asset Management18$4.94K0.00%00.0%Unchanged
ING Groep NV20$5.48K0.00%−8,013−99.8%Reduced
Versant Capital Management, Inc20$5.48K0.00%−3−13.0%Reduced
Cambridge Trust Co21$5.76K0.00%+21New
Whittier Trust Co of Nevada Inc22$6.03K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP23$6.31K0.00%−11−32.4%Reduced
Raleigh Capital Management Inc.23$6.31K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.24$6.58K0.00%+9+60.0%Added
Bourgeon Capital Management LLC25$6.86K0.00%00.0%Unchanged
Rational Advisors LLC26$6.93K0.00%00.0%Unchanged
GW&K Investment Management, LLC25$7.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC26$7.13K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.26$7.13K0.00%00.0%Unchanged
Carmel Capital Partners, LLC27$7.40K0.00%+27New
Bell Investment Advisors, Inc28$7.68K0.00%−2−6.7%Reduced
Nemes Rush Group LLC29$7.95K0.00%+29New
West Paces Advisors Inc.31$8.50K0.00%00.0%Unchanged
Earnest Partners LLC32$8.78K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.34$9.32K0.00%00.0%Unchanged
Quarry LP34$9.32K0.01%+34New
JFS Wealth Advisors, LLC34$9.32K0.00%−9−20.9%Reduced
NBC Securities, Inc.37$10.0K0.00%+37New
Sutton Wealth Advisors Inc.41$11.2K0.01%+5+13.9%Added
Zions Bancorporation, N.A.43$11.8K0.00%+1+2.4%Added
Covestor Ltd42$12.0K0.01%00.0%Unchanged
Riverview Trust Co44$12.1K0.01%00.0%Unchanged
TFC Financial Management48$13.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc50$13.7K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC50$13.7K0.00%+50New
Livforsakringsbolaget Skandia, Omsesidigt51$14.0K0.00%00.0%Unchanged
MV Capital Management, Inc.51$14.0K0.00%+4+8.5%Added
Prestige Wealth Management Group LLC52$14.3K0.00%−5−8.8%Reduced
JJJ Advisors Inc.58$15.9K0.00%+54+1,350.0%Added
Desjardins Global Asset Management Inc.64$17.5K0.00%−1,337−95.4%Reduced
Colonial Trust Advisors65$17.8K0.00%00.0%Unchanged
Bangor Savings Bank70$19.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC70$19.2K0.00%+22+45.8%Added
Millburn Ridgefield Corp70$19.2K0.00%+70New
Catalyst Capital Advisors LLC70$19.2K0.00%+70New
Ronald Blue Trust, Inc.75$20.0K0.00%−1−1.3%Reduced
Northwest Capital Management Inc75$20.6K0.01%00.0%Unchanged
First Horizon Advisors, Inc.79$21.7K0.00%+56+243.5%Added
Cary Street Partner Investment Advisory LLC81$22.2K0.00%+81New
Loomis Sayles & Co L P91$25.0K0.00%−77−45.8%Reduced
Allworth Financial LP93$25.6K0.00%+7+8.1%Added
Lindbrook Capital, LLC98$26.9K0.00%+33+50.8%Added
Institutional & Family Asset Management, LLC100$27.4K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$27.4K0.02%00.0%Unchanged
Cape Investment Advisory, Inc.100$27.4K0.02%00.0%Unchanged
Asset Dedication, LLC100$28.0K0.00%00.0%Unchanged
GWM Advisors LLC110$30.2K0.00%−88−44.4%Reduced
Proequities, Inc.116$31.8K0.00%+24+26.1%Added
Private Trust Co NA118$32.4K0.00%+42+55.3%Added
Parkside Financial Bank & Trust118$32.4K0.01%+32+37.2%Added
Annis Gardner Whiting Capital Advisors, LLC119$32.6K0.02%+119New
Washington Trust Co127$34.8K0.00%−50−28.2%Reduced
Kenfarb & Co.130$35.6K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC141$39.0K0.01%00.0%Unchanged
Glassman Wealth Services144$39.5K0.01%+3+2.1%Added
VisionPoint Advisory Group, LLC144$39.5K0.02%+108+300.0%Added
Tyler-Stone Wealth Management150$41.0K0.02%00.0%Unchanged
Bogart Wealth, LLC155$42.5K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC160$43.9K0.02%00.0%Unchanged
Global Financial Private Client, LLC168$45.7K0.02%00.0%Unchanged
Farther Finance Advisors, LLC168$46.1K0.01%+3+1.8%Added
IFP Advisors, Inc173$47.4K0.00%+45+35.2%Added
Itau Unibanco Holding S.A.179$49.1K0.00%−1−0.6%Reduced
Leonteq Securities AG189$51.8K0.01%+3+1.6%Added
Piscataqua Savings Bank190$52.1K0.05%00.0%Unchanged
Rogco, LP192$52.6K0.03%+192New