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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 799 | $219.1K | 0.00% | −19−2.3% | Reduced |
| Waldron Private Wealth LLC | 782 | $214.4K | 0.01% | +782 | New |
| Milestone Investment Advisors LLC | 775 | $212.5K | 0.06% | +775 | New |
| IMPACTfolio, LLC | 771 | $211.4K | 0.15% | +771 | New |
| Quadrant Capital Group LLC | 765 | $209.8K | 0.02% | +44+6.1% | Added |
| Canandaigua National Bank & Trust Co | 762 | $208.9K | 0.03% | +762 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $207.9K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 757 | $207.6K | 0.13% | +757 | New |
| Manchester Capital Management LLC | 756 | $207.3K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $206.8K | 0.06% | 00.0% | Unchanged |
| Middleton & Co Inc | 745 | $204.3K | 0.03% | −25−3.2% | Reduced |
| Boston Common Asset Management, LLC | 741 | $203.0K | 0.00% | +741 | New |
| Cetera Advisors LLC | 738 | $202.4K | 0.00% | +738 | New |
| RIA Advisory Group LLC | 737 | $202.1K | 0.09% | −19−2.5% | Reduced |
| Panagora Asset Management Inc | 734 | $201.3K | 0.00% | −1,143−60.9% | Reduced |
| Ameritas Investment Partners, Inc. | 682 | $187.0K | 0.01% | −72−9.5% | Reduced |
| Clean Yield Group | 670 | $178.4K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 636 | $174.4K | 0.02% | +636 | New |
| Penserra Capital Management LLC | 638 | $173.0K | 0.00% | −40−5.9% | Reduced |
| Clearstead Advisors, LLC | 598 | $164.0K | 0.01% | +17+2.9% | Added |
| Colonial Trust Co | 560 | $153.6K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 556 | $152.5K | 0.00% | +556 | New |
| Assetmark, Inc | 546 | $149.7K | 0.00% | +5+0.9% | Added |
| Sugarloaf Wealth Management, LLC | 541 | $148.3K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 527 | $144.5K | 0.00% | +7+1.3% | Added |
| Parallel Advisors, LLC | 514 | $140.9K | 0.00% | +18+3.6% | Added |
| Cacti Asset Management LLC | 500 | $137.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 492 | $134.9K | 0.00% | −87−15.0% | Reduced |
| Central Trust Co | 472 | $129.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 458 | $125.6K | 0.00% | −3−0.7% | Reduced |
| Resurgent Financial Advisors LLC | 436 | $119.6K | 0.08% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 421 | $115.4K | 0.15% | +421 | New |
| TD Private Client Wealth LLC | 419 | $114.9K | 0.00% | +318+314.9% | Added |
| First Manhattan Co | 400 | $109.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 391 | $107.2K | 0.05% | −24−5.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 380 | $104.0K | 0.00% | +12+3.3% | Added |
| Rosenberg Matthew Hamilton | 367 | $100.6K | 0.03% | +36+10.9% | Added |
| Sentry Investment Management LLC | 346 | $95.0K | 0.05% | −46−11.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 340 | $93.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 340 | $93.0K | 0.02% | +18+5.6% | Added |
| Salem Investment Counselors Inc | 325 | $89.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 325 | $89.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 283 | $77.6K | 0.02% | +283 | New |
| Smithfield Trust Co | 240 | $65.0K | 0.00% | −36−13.0% | Reduced |
| Ancora Advisors, LLC | 225 | $61.7K | 0.00% | −35−13.5% | Reduced |
| Global Retirement Partners, LLC | 228 | $61.1K | 0.00% | −153−40.2% | Reduced |
| Quent Capital, LLC | 208 | $57.0K | 0.01% | −1−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $55.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $54.8K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 197 | $54.0K | 0.02% | +4+2.1% | Added |
| Rogco, LP | 192 | $52.6K | 0.03% | +192 | New |
| Piscataqua Savings Bank | 190 | $52.1K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 189 | $51.8K | 0.01% | +3+1.6% | Added |
| Itau Unibanco Holding S.A. | 179 | $49.1K | 0.00% | −1−0.6% | Reduced |
| IFP Advisors, Inc | 173 | $47.4K | 0.00% | +45+35.2% | Added |
| Farther Finance Advisors, LLC | 168 | $46.1K | 0.01% | +3+1.8% | Added |
| Global Financial Private Client, LLC | 168 | $45.7K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $43.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 155 | $42.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $41.0K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 144 | $39.5K | 0.02% | +108+300.0% | Added |
| Glassman Wealth Services | 144 | $39.5K | 0.01% | +3+2.1% | Added |
| Capital Advisors, Ltd. LLC | 141 | $39.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 130 | $35.6K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 127 | $34.8K | 0.00% | −50−28.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 119 | $32.6K | 0.02% | +119 | New |
| Parkside Financial Bank & Trust | 118 | $32.4K | 0.01% | +32+37.2% | Added |
| Private Trust Co NA | 118 | $32.4K | 0.00% | +42+55.3% | Added |
| Proequities, Inc. | 116 | $31.8K | 0.00% | +24+26.1% | Added |
| GWM Advisors LLC | 110 | $30.2K | 0.00% | −88−44.4% | Reduced |
| Asset Dedication, LLC | 100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $27.4K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $27.4K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $27.4K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 98 | $26.9K | 0.00% | +33+50.8% | Added |
| Allworth Financial LP | 93 | $25.6K | 0.00% | +7+8.1% | Added |
| Loomis Sayles & Co L P | 91 | $25.0K | 0.00% | −77−45.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 81 | $22.2K | 0.00% | +81 | New |
| First Horizon Advisors, Inc. | 79 | $21.7K | 0.00% | +56+243.5% | Added |
| Northwest Capital Management Inc | 75 | $20.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 75 | $20.0K | 0.00% | −1−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 70 | $19.2K | 0.00% | +22+45.8% | Added |
| Millburn Ridgefield Corp | 70 | $19.2K | 0.00% | +70 | New |
| Catalyst Capital Advisors LLC | 70 | $19.2K | 0.00% | +70 | New |
| Bangor Savings Bank | 70 | $19.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 65 | $17.8K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 64 | $17.5K | 0.00% | −1,337−95.4% | Reduced |
| JJJ Advisors Inc. | 58 | $15.9K | 0.00% | +54+1,350.0% | Added |
| Prestige Wealth Management Group LLC | 52 | $14.3K | 0.00% | −5−8.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 51 | $14.0K | 0.00% | +4+8.5% | Added |
| Farmers & Merchants Investments Inc | 50 | $13.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $13.7K | 0.00% | +50 | New |
| TFC Financial Management | 48 | $13.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 44 | $12.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $11.8K | 0.00% | +1+2.4% | Added |
| Sutton Wealth Advisors Inc. | 41 | $11.2K | 0.01% | +5+13.9% | Added |
| NBC Securities, Inc. | 37 | $10.0K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 34 | $9.32K | 0.00% | −9−20.9% | Reduced |