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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 34 | $9.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 34 | $9.32K | 0.01% | +34 | New |
| Earnest Partners LLC | 32 | $8.78K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $8.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $7.95K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 28 | $7.68K | 0.00% | −2−6.7% | Reduced |
| Carmel Capital Partners, LLC | 27 | $7.40K | 0.00% | +27 | New |
| Steward Partners Investment Advisory, LLC | 26 | $7.13K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 26 | $7.13K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 26 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $6.86K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 24 | $6.58K | 0.00% | +9+60.0% | Added |
| Baker Avenue Asset Management, LP | 23 | $6.31K | 0.00% | −11−32.4% | Reduced |
| Raleigh Capital Management Inc. | 23 | $6.31K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 21 | $5.76K | 0.00% | +21 | New |
| ING Groep NV | 20 | $5.48K | 0.00% | −8,013−99.8% | Reduced |
| Versant Capital Management, Inc | 20 | $5.48K | 0.00% | −3−13.0% | Reduced |
| Eukles Asset Management | 18 | $4.94K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 17 | $4.66K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 15 | $4.00K | 0.00% | −190−92.7% | Reduced |
| Financial Management Professionals, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $3.84K | 0.00% | −97−87.4% | Reduced |
| Marquette Asset Management, LLC | 13 | $3.56K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $3.29K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $3.02K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $2.74K | 0.00% | −26,140−100.0% | Reduced |
| Mechanics Financial Corp | 10 | $2.74K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $2.19K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $2.19K | 0.00% | −1−11.1% | Reduced |
| Lazard Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | +6+300.0% | Added |
| Abound Wealth Management | 7 | $1.92K | 0.00% | −1−12.5% | Reduced |
| Lee Financial Co | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $1.92K | 0.00% | −4−36.4% | Reduced |
| Raffa Wealth Management, LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.37K | 0.00% | +2+66.7% | Added |
| Longfellow Investment Management Co LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $1.37K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 3 | $823 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $823 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3 | $822 | 0.00% | −8,241−100.0% | Reduced |
| Column Capital Advisors, LLC | 2 | $548 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $274 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $274 | 0.00% | +1 | New |
| Quilter Plc | 77,485 | – | – | +87+0.1% | Added |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −94,624−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −79,574−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −62,591−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −56,800−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −41,928−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −40,688−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −39,040−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,649−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,449−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −7,953−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,758−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,038−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,930−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Buffington Mohr McNeal | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −119−100.0% | Sold out |