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Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Waters Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WAT: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders65111674+34
Shares57.2M22.5K59.0M+1.86M (+3.3%)
Value$15.7B$6.03M$19.4B+$3.77B (+24.0%)

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Waters Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to WAT in Q4 2023
InstitutionSharesValue% of portfolio
Guardcap Asset Management Ltd1,099,047$361.8M4.66%
Susquehanna Portfolio Strategies, LLC50,925$16.8M0.30%
Capital Investment Counsel, LLC10,140$3.34M1.26%
Degroof Petercam Asset Management9,693$3.19M0.04%
Guardian Capital LP8,734$2.88M0.10%
Signal Advisors Wealth, LLC8,056$2.65M0.92%
Meridian Wealth Management, LLC8,011$2.64M0.17%
Dynamic Advisor Solutions LLC7,978$2.43M0.09%
Colony Group, LLC6,539$2.15M0.03%
PEAK6 Investments LLC5,918$1.95M0.08%
Guardian Capital Advisors LP5,690$1.77M0.18%
Pathstone Holdings, LLC4,472$1.47M0.01%
JPL Wealth Management, LLC3,793$1.25M0.90%
Entropy Technologies, LP3,635$1.20M0.22%
Virtu Financial LLC2,921$962.0K0.08%
Apollon Wealth Management, LLC2,920$961.4K0.03%
Semanteon Capital Management, LP2,527$832.0K0.56%
Mondrian Investment Partners LTD2,179$717.4K0.01%
Centiva Capital, LP2,098$690.7K0.04%
MeadowBrook Investment Advisors LLC1,710$563.0K0.54%
Canvas Wealth Advisors, LLC1,775$546.6K0.20%
Gitterman Wealth Management, LLC1,560$513.6K0.23%
RSM US Wealth Management LLC1,540$507.0K0.01%
FJ Investments, LLC1,500$493.8K0.02%
Phoenix Holdings Ltd.1,470$493.2K0.01%
Seeds Investor LLC1,452$478.0K0.54%
Raymond James Trust N.A.1,379$454.0K0.01%
Kuhn & Co Investment Counsel1,312$431.9K0.44%
Nomura Holdings Inc1,190$391.8K0.00%
Two Sigma Securities, LLC1,181$388.8K0.02%
Exencial Wealth Advisors, LLC1,077$354.6K0.01%
Asahi Life Asset Management Co., Ltd.1,060$349.0K0.19%
Principal Securities, Inc.911$299.9K0.01%
Verition Fund Management LLC876$288.4K0.00%
NEOS Investment Management LLC839$276.2K0.03%
Wunderlich Capital Managemnt800$263.4K0.12%
Boston Family Office LLC795$262.0K0.02%
GTS Securities LLC774$254.8K0.01%
Beacon Investment Advisors LLC722$237.7K0.15%
Camelot Portfolios, LLC720$237.2K0.14%
Columbia Asset Management705$232.0K0.05%
Trust Asset Management LLC700$230.5K0.02%
Barlow Wealth Partners, Inc.700$230.5K0.03%
Jump Financial, LLC696$229.1K0.01%
CIBC Private Wealth Group, LLC684$225.2K0.00%
Buffington Mohr McNeal680$223.9K0.04%
Siemens Fonds Invest GmbH662$217.9K0.02%
Portland Global Advisors LLC661$217.6K0.03%
QRG Capital Management, Inc.658$216.6K0.00%
Lebenthal Global Advisors, LLC650$214.0K0.05%
Wealthcare Advisory Partners LLC645$212.4K0.01%
Eads & Heald Wealth Management643$212.0K0.10%
Avestar Capital, LLC642$211.4K0.03%
Flputnam Investment Management Co639$210.4K0.00%
Ritholtz Wealth Management637$209.7K0.01%
Cigna Investments Inc634$209.0K0.04%
Steele Capital Management, Inc.625$205.8K0.01%
GAMMA Investing LLC562$178.6K0.05%
Foster Dykema Cabot & Partners, LLC340$111.9K0.01%
Rothschild Investment LLC316$104.0K0.01%
Spartan Planning & Wealth Management281$92.5K0.10%
ICA Group Wealth Management, LLC170$56.0K0.01%
Advisory Services Network, LLC156$51.4K0.00%
Rakuten Investment Management, Inc.146$48.6K0.00%
Turtle Creek Wealth Advisors, LLC126$41.5K0.01%
Wetzel Investment Advisors, Inc.119$39.0K0.02%
Exchange Traded Concepts, LLC105$34.6K0.00%
Parallax Volatility Advisers, L.P.84$27.7K0.00%
Mendota Financial Group, LLC70$23.0K0.02%
Rakuten Securities, Inc.54$17.8K0.01%
CVA Family Office, LLC44$14.5K0.00%
BKM Wealth Management, LLC44$14.5K0.01%
St Germain D J Co Inc36$11.9K0.00%
Frazier Financial Advisors, LLC30$9.88K0.01%
Fortitude Family Office, LLC28$9.22K0.01%
Criterion Capital Advisors, LLC26$8.56K0.01%
Private Wealth Management Group, LLC25$8.23K0.00%
Pineridge Advisors LLC17$5.60K0.00%
Castleview Partners, LLC12$3.95K0.00%
Planning Capital Management Corp12$3.95K0.00%
Aspect Partners, LLC11$3.62K0.00%
Sachetta, LLC10$3.29K0.00%
Oakworth Capital, Inc.8$2.63K0.00%
Tacita Capital Inc7$2.31K0.00%
Jones Financial Companies LLLP6$1.98K0.00%
DiNuzzo Private Wealth, Inc.5$1.65K0.00%
Dunhill Financial, LLC5$1.52K0.00%
ClariVest Asset Management LLC2$6660.00%
First Pacific Financial2$6590.00%
Valued Wealth Advisors LLC2$5490.00%
Evermay Wealth Management LLC1$3300.00%
Dogwood Wealth Management LLC0$30.00%

Sold out (58)

Institutions that held Waters Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WAT in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Woodline Partners LP87,627$24.0M
Voloridge Investment Management, LLC37,632$10.3M
Banque Pictet & Cie SA26,612$7.30M
Capital Fund Management S.A.18,548$5.09M
Cinctive Capital Management LP18,063$4.95M
Two Sigma Advisers, LP17,000$4.66M
Bayesian Capital Management, LP10,105$2.77M
Magnetar Financial LLC7,221$1.98M
Bank Pictet & Cie (Asia) Ltd5,171$1.42M
Dark Forest Capital Management LP5,159$1.41M
Teza Capital Management LLC4,215$1.16M
Edgestream Partners, L.P.3,883$1.06M
Roundview Capital LLC3,698$1.01M
Atom Investors LP3,397$931.5K
Element Capital Management LLC3,261$894.2K
Los Angeles Capital Management LLC3,065$840.5K
Sciencast Management LP2,633$722.0K
Pearl River Capital, LLC2,549$699.0K
Meiji Yasuda Life Insurance Co2,344$642.7K
Achmea Investment Management B.V.2,267$621.0K
Oak Thistle LLC2,137$586.0K
Capstone Investment Advisors, LLC1,853$508.1K
Boothbay Fund Management, LLC1,832$502.4K
Wolverine Trading, LLC1,790$490.8K
XTX Topco Ltd1,761$482.9K
Cognios Beta Neutral Large Cap Fund, LP1,716$470.5K
Algert Global LLC1,534$420.6K
Integrated Wealth Concepts LLC1,342$368.0K
ISAM Funds (UK) Ltd1,213$332.6K
Caxton Associates LP1,070$293.4K
Federated Hermes, Inc.1,003$275.0K
Wahed Invest LLC895$245.4K
TownSquare Capital, LLC847$232.3K
Fund Management at Engine No. 1 LLC845$231.7K
MAI Capital Management799$219.1K
Waldron Private Wealth LLC782$214.4K
Milestone Investment Advisors LLC775$212.5K
Gallacher Capital Management LLC757$207.6K
RIA Advisory Group LLC737$202.1K
Ancora Advisors, LLC225$61.7K
Cary Street Partner Investment Advisory LLC81$22.2K
Colonial Trust Advisors65$17.8K
Riverview Trust Co44$12.1K
Cullen/Frost Bankers, Inc.34$9.32K
Quarry LP34$9.32K
Earnest Partners LLC32$8.78K
Carmel Capital Partners, LLC27$7.40K
Rational Advisors LLC26$6.93K
Core Wealth Advisors, Inc.24$6.58K
Baker Avenue Asset Management, LP23$6.31K
Cambridge Trust Co21$5.76K
PFS Partners, LLC17$4.66K
Marquette Asset Management, LLC13$3.56K
Investors Research Corp12$3.29K
Macroview Investment Management LLC8$2.19K
Lee Financial Co7$1.92K
North Star Investment Management Corp.3$823
1832 Asset Management L.P.3$822

Not filed for Q4 2023 yet (11)

Institutions that held Waters Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAT in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Truadvice, LLC8,056$2.06M
Colony Group LLC6,537$1.79M
First Republic Investment Management, Inc.3,608$989.4K
Advisor Partners II, LLC2,067$566.8K
Pathstone Family Office, LLC1,725$473.0K
Foster Dykema Cabot & Co Inc340$93.0K
Kenfarb & Co.130$35.6K
Sutton Wealth Advisors Inc.41$11.2K
Steward Financial Group LLC15$4.00K
KB Financial Partners, LLC7$2.00K
Column Capital Advisors, LLC2$548