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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, 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
Algert Global LLC0$00.00%−1,534−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−1,342−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−1,213−100.0%Sold out
Caxton Associates LP0$00.00%−1,070−100.0%Sold out
Federated Hermes, Inc.0$00.00%−1,003−100.0%Sold out
Wahed Invest LLC0$00.00%−895−100.0%Sold out
TownSquare Capital, LLC0$00.00%−847−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−845−100.0%Sold out
MAI Capital Management0$00.00%−799−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−782−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−775−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−757−100.0%Sold out
RIA Advisory Group LLC0$00.00%−737−100.0%Sold out
Ancora Advisors, LLC0$00.00%−225−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−81−100.0%Sold out
Colonial Trust Advisors0$00.00%−65−100.0%Sold out
Riverview Trust Co0$00.00%−44−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−34−100.0%Sold out
Quarry LP0$00.00%−34−100.0%Sold out
Earnest Partners LLC0$00.00%−32−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−27−100.0%Sold out
Rational Advisors LLC0$00.00%−26−100.0%Sold out
Core Wealth Advisors, Inc.0$00.00%−24−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−23−100.0%Sold out
Cambridge Trust Co0$00.00%−21−100.0%Sold out
PFS Partners, LLC0$00.00%−17−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−13−100.0%Sold out
Investors Research Corp0$00.00%−12−100.0%Sold out
Macroview Investment Management LLC0$00.00%−8−100.0%Sold out
Lee Financial Co0$00.00%−7−100.0%Sold out
North Star Investment Management Corp.0$00.00%−3−100.0%Sold out
1832 Asset Management L.P.0$00.00%−3−100.0%Sold out
Truadvice, LLC––––Not filed
Colony Group LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
Advisor Partners II, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Kenfarb & Co.––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Steward Financial Group LLC––––Not filed
KB Financial Partners, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed