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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.

13F holders, Q4 2023

Institutional positions in Waters Corp as of Dec 31, 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
674
+34 vs. Q3 2023
Shares held
59.0M
+1.86M (+3.3%) vs. Q3 2023
Total value
$19.4B
+$3.77B (+24.0%) vs. Q3 2023
New holders
92
211 more added
Sold out
58
254 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 674 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 heldQ4 2023: $19.4B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2023.

Institutions holding WAT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Larson Financial Group LLC1$3290.00%−4−80.0%Reduced
WestEnd Advisors, LLC1$3290.00%00.0%Unchanged
Cornerstone Planning Group LLC1$3290.00%00.0%Unchanged
True Wealth Design, LLC1$3300.00%00.0%Unchanged
Evermay Wealth Management LLC1$3300.00%+1New
Valued Wealth Advisors LLC2$5490.00%+2New
Kayne Anderson Rudnick Investment Management LLC2$6580.00%−49,839−100.0%Reduced
First Pacific Financial2$6590.00%+2New
ClariVest Asset Management LLC2$6660.00%+2New
Financial Synergies Wealth Advisors, Inc.3$1.03K0.00%00.0%Unchanged
Dunhill Financial, LLC5$1.52K0.00%+5New
Longfellow Investment Management Co LLC5$1.65K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$1.65K0.00%+5New
Bay Harbor Wealth Management, LLC6$1.98K0.00%−2−25.0%Reduced
Creative Financial Designs Inc6$1.98K0.00%00.0%Unchanged
Jones Financial Companies LLLP6$1.98K0.00%+6New
SJS Investment Consulting Inc.6$1.98K0.00%+1+20.0%Added
Lazard Asset Management LLC8$2.00K0.00%00.0%Unchanged
Avion Wealth6$2.00K0.00%−2−25.0%Reduced
Abound Wealth Management7$2.31K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$2.31K0.00%00.0%Unchanged
Tacita Capital Inc7$2.31K0.00%+7New
Oakworth Capital, Inc.8$2.63K0.00%+8New
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Canada Pension Plan Investment Board10$3.29K0.00%00.0%Unchanged
Mechanics Financial Corp10$3.29K0.00%00.0%Unchanged
Sachetta, LLC10$3.29K0.00%+10New
Sunbelt Securities, Inc.11$3.62K0.00%00.0%Unchanged
Aspect Partners, LLC11$3.62K0.00%+11New
Castleview Partners, LLC12$3.95K0.00%+12New
Planning Capital Management Corp12$3.95K0.00%+12New
Bell Investment Advisors, Inc15$4.94K0.00%−13−46.4%Reduced
Financial Management Professionals, Inc.16$5.00K0.00%00.0%Unchanged
Pineridge Advisors LLC17$5.60K0.00%+17New
Eukles Asset Management18$5.93K0.00%00.0%Unchanged
AdvisorNet Financial, Inc19$6.25K0.00%+12+171.4%Added
Whittier Trust Co of Nevada Inc22$7.24K0.00%00.0%Unchanged
Raleigh Capital Management Inc.23$7.57K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.28$8.00K0.00%−47−62.7%Reduced
Bourgeon Capital Management LLC25$8.23K0.00%00.0%Unchanged
Versant Capital Management, Inc25$8.23K0.00%+5+25.0%Added
Private Wealth Management Group, LLC25$8.23K0.00%+25New
Steward Partners Investment Advisory, LLC26$8.56K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC26$8.56K0.01%+26New
NBC Securities, Inc.30$9.00K0.00%−7−18.9%Reduced
GW&K Investment Management, LLC27$9.00K0.00%+2+8.0%Added
Fortitude Family Office, LLC28$9.22K0.01%+28New
Nemes Rush Group LLC29$9.55K0.00%00.0%Unchanged
West Paces Advisors Inc.30$9.88K0.00%−1−3.2%Reduced
Frazier Financial Advisors, LLC30$9.88K0.01%+30New
Harbour Investments, Inc.31$10.2K0.00%+17+121.4%Added
JJJ Advisors Inc.34$11.2K0.00%−24−41.4%Reduced
GWM Advisors LLC35$11.5K0.00%−75−68.2%Reduced
St Germain D J Co Inc36$11.9K0.00%+36New
Zions Bancorporation, N.A.41$13.5K0.00%−2−4.7%Reduced
Covestor Ltd41$14.0K0.01%−1−2.4%Reduced
CVA Family Office, LLC44$14.5K0.00%+44New
BKM Wealth Management, LLC44$14.5K0.01%+44New
JFS Wealth Advisors, LLC44$14.5K0.00%+10+29.4%Added
Institutional & Family Asset Management, LLC50$16.5K0.00%−50−50.0%Reduced
Farmers & Merchants Investments Inc50$16.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC51$16.8K0.00%−19−27.1%Reduced
Loomis Sayles & Co L P51$17.0K0.00%−40−44.0%Reduced
Prestige Wealth Management Group LLC52$17.1K0.00%00.0%Unchanged
Rakuten Securities, Inc.54$17.8K0.01%+54New
Millburn Ridgefield Corp57$18.8K0.00%−13−18.6%Reduced
Catalyst Capital Advisors LLC57$18.8K0.00%−13−18.6%Reduced
MV Capital Management, Inc.57$18.8K0.00%+6+11.8%Added
Desjardins Global Asset Management Inc.65$21.4K0.00%+1+1.6%Added
Private Trust Co NA68$22.4K0.00%−50−42.4%Reduced
Bangor Savings Bank70$23.0K0.00%00.0%Unchanged
TFC Financial Management70$23.0K0.00%+22+45.8%Added
Mendota Financial Group, LLC70$23.0K0.02%+70New
Northwest Capital Management Inc75$24.7K0.01%00.0%Unchanged
Parkside Financial Bank & Trust83$27.3K0.00%−35−29.7%Reduced
First Horizon Advisors, Inc.84$27.7K0.00%+5+6.3%Added
Parallax Volatility Advisers, L.P.84$27.7K0.00%+84New
Asset Dedication, LLC100$32.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$32.9K0.02%00.0%Unchanged
Cape Investment Advisory, Inc.103$33.9K0.02%+3+3.0%Added
Exchange Traded Concepts, LLC105$34.6K0.00%+105New
Allworth Financial LP114$37.6K0.00%+21+22.6%Added
Wetzel Investment Advisors, Inc.119$39.0K0.02%+119New
Annis Gardner Whiting Capital Advisors, LLC119$39.2K0.02%00.0%Unchanged
Washington Trust Co125$41.2K0.00%−2−1.6%Reduced
Turtle Creek Wealth Advisors, LLC126$41.5K0.01%+126New
Proequities, Inc.137$45.1K0.00%+21+18.1%Added
Capital Advisors, Ltd. LLC141$46.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt146$48.0K0.00%+95+186.3%Added
Glassman Wealth Services147$48.4K0.01%+3+2.1%Added
Rakuten Investment Management, Inc.146$48.6K0.00%+146New
Tyler-Stone Wealth Management150$49.4K0.02%00.0%Unchanged
Bogart Wealth, LLC155$51.0K0.00%00.0%Unchanged
Advisory Services Network, LLC156$51.4K0.00%+156New
Boyd Watterson Asset Management LLC160$52.7K0.02%00.0%Unchanged
VisionPoint Advisory Group, LLC163$53.7K0.02%+19+13.2%Added
Global Financial Private Client, LLC168$55.6K0.03%00.0%Unchanged
ICA Group Wealth Management, LLC170$56.0K0.01%+170New
IFP Advisors, Inc182$60.0K0.00%+9+5.2%Added