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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 12,100 | $3.98M | 0.04% | −1,200−9.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 11,469 | $3.78M | 0.23% | +34+0.3% | Added |
| Creative Planning | 11,302 | $3.72M | 0.01% | +5,865+107.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,878 | $3.58M | 0.02% | +31+0.3% | Added |
| Mariner, LLC | 10,810 | $3.56M | 0.01% | +6,539+153.1% | Added |
| Armstrong Henry H Associates Inc | 10,779 | $3.55M | 0.38% | +80+0.7% | Added |
| D. E. Shaw & Co., Inc. | 10,646 | $3.50M | 0.01% | −20,014−65.3% | Reduced |
| Comerica Bank | 10,616 | $3.49M | 0.02% | +515+5.1% | Added |
| LPL Financial LLC | 10,475 | $3.45M | 0.00% | +1,198+12.9% | Added |
| Czech National Bank | 10,355 | $3.41M | 0.05% | +11+0.1% | Added |
| Nichols & Pratt Advisers LLP | 10,262 | $3.38M | 0.24% | +797+8.4% | Added |
| Capital Investment Counsel, LLC | 10,140 | $3.34M | 1.26% | +10,140 | New |
| Utah Retirement Systems | 10,128 | $3.33M | 0.04% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 10,087 | $3.32M | 0.37% | −64−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 9,897 | $3.26M | 0.01% | −56−0.6% | Reduced |
| Banco Santander, S.A. | 9,857 | $3.25M | 0.04% | +1,198+13.8% | Added |
| TD Waterhouse Canada Inc. | 8,697 | $3.20M | 0.03% | +242+2.9% | Added |
| Degroof Petercam Asset Management | 9,693 | $3.19M | 0.04% | +9,693 | New |
| ProShare Advisors LLC | 9,658 | $3.18M | 0.01% | −793−7.6% | Reduced |
| SG Americas Securities, LLC | 9,517 | $3.13M | 0.03% | −759−7.4% | Reduced |
| Argyle Capital Management Inc. | 9,400 | $3.09M | 1.28% | −400−4.1% | Reduced |
| Tredje AP-fonden | 9,358 | $3.08M | 0.04% | −381−3.9% | Reduced |
| Ci Investments Inc. | 9,281 | $3.06M | 0.02% | −167−1.8% | Reduced |
| New York Life Investment Management LLC | 9,265 | $3.05M | 0.03% | +59+0.6% | Added |
| Banque Cantonale Vaudoise | 9,208 | $3.03M | 0.13% | +5,309+136.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,085 | $2.99M | 0.20% | −360−3.8% | Reduced |
| Burney Co | 8,984 | $2.96M | 0.12% | −1,302−12.7% | Reduced |
| Pinnacle Associates Ltd | 8,851 | $2.91M | 0.05% | +123+1.4% | Added |
| Guardian Capital LP | 8,734 | $2.88M | 0.10% | +8,734 | New |
| Daiwa Securities Group Inc. | 8,545 | $2.81M | 0.02% | +451+5.6% | Added |
| Quantinno Capital Management LP | 8,495 | $2.80M | 0.10% | +141+1.7% | Added |
| Lafayette Investments, Inc. | 8,462 | $2.79M | 0.69% | +267+3.3% | Added |
| Glenview Trust Co | 8,437 | $2.78M | 0.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,273 | $2.72M | 0.01% | −407−4.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,222 | $2.71M | 0.03% | +5,683+223.8% | Added |
| AIA Group Ltd | 8,208 | $2.70M | 0.11% | −49−0.6% | Reduced |
| Eos Management, L.P. | 8,201 | $2.70M | 1.19% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,185 | $2.70M | 0.03% | +1,100+15.5% | Added |
| Signal Advisors Wealth, LLC | 8,056 | $2.65M | 0.92% | +8,056 | New |
| Meridian Wealth Management, LLC | 8,011 | $2.64M | 0.17% | +8,011 | New |
| Raymond James Financial Services Advisors, Inc. | 7,906 | $2.60M | 0.00% | −867−9.9% | Reduced |
| Mutual of America Capital Management LLC | 7,905 | $2.60M | 0.03% | −385−4.6% | Reduced |
| Linscomb & Williams, Inc. | 7,735 | $2.55M | 0.14% | −47−0.6% | Reduced |
| Storebrand Asset Management AS | 7,661 | $2.52M | 0.01% | +926+13.7% | Added |
| CIBC World Markets Corp | 7,609 | $2.51M | 0.01% | +4,347+133.3% | Added |
| Gabelli Funds LLC | 7,600 | $2.50M | 0.02% | −400−5.0% | Reduced |
| CIBC World Markets Inc. | 7,600 | $2.50M | 0.01% | +4,531+147.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,470 | $2.46M | 0.29% | −5,500−42.4% | Reduced |
| Nissay Asset Management Corp | 7,401 | $2.44M | 0.02% | +263+3.7% | Added |
| Dynamic Advisor Solutions LLC | 7,978 | $2.43M | 0.09% | +7,978 | New |
| Advisor Group Holdings, Inc. | 7,381 | $2.43M | 0.00% | −2,791−27.4% | Reduced |
| Bank of Nova Scotia | 7,347 | $2.42M | 0.00% | +1,864+34.0% | Added |
| Northwest Investment Counselors, LLC | 7,240 | $2.38M | 0.64% | +1,369+23.3% | Added |
| Yousif Capital Management, LLC | 7,202 | $2.37M | 0.03% | −269−3.6% | Reduced |
| Vident Advisory, LLC | 7,128 | $2.35M | 0.06% | −28,818−80.2% | Reduced |
| MML Investors Services, LLC | 7,068 | $2.33M | 0.01% | +1,216+20.8% | Added |
| CWM Advisors, LLC | 7,017 | $2.31M | 0.25% | +393+5.9% | Added |
| British Columbia Investment Management Corp | 6,802 | $2.24M | 0.02% | +1,431+26.6% | Added |
| Absher Wealth Management, LLC | 6,717 | $2.21M | 0.33% | −600−8.2% | Reduced |
| Oregon Public Employees Retirement Fund | 6,692 | $2.20M | 0.04% | −1,257−15.8% | Reduced |
| Cannell Peter B & Co Inc | 6,689 | $2.20M | 0.07% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 6,646 | $2.19M | 0.03% | +280+4.4% | Added |
| Public Employees Retirement Association of Colorado | 6,599 | $2.17M | 0.01% | −211−3.1% | Reduced |
| Colony Group, LLC | 6,539 | $2.15M | 0.03% | +6,539 | New |
| Prio Wealth Limited Partnership | 6,365 | $2.10M | 0.07% | −50−0.8% | Reduced |
| Vestcor Inc | 6,355 | $2.09M | 0.07% | −519−7.6% | Reduced |
| Kensington Investment Counsel, LLC | 6,247 | $2.06M | 1.08% | +96+1.6% | Added |
| Bessemer Group Inc | 6,198 | $2.04M | 0.00% | −187−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 6,025 | $1.98M | 0.07% | +1,450+31.7% | Added |
| Rafferty Asset Management, LLC | 6,016 | $1.98M | 0.01% | −154−2.5% | Reduced |
| Bradley Foster & Sargent Inc | 5,990 | $1.97M | 0.04% | −74−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 5,967 | $1.97M | 0.04% | −335−5.3% | Reduced |
| PEAK6 Investments LLC | 5,918 | $1.95M | 0.08% | +5,918 | New |
| B. Metzler seel. Sohn & Co. AG | 5,837 | $1.92M | 0.02% | −182−3.0% | Reduced |
| North Star Asset Management Inc | 5,755 | $1.89M | 0.10% | −209−3.5% | Reduced |
| LaFleur & Godfrey LLC | 5,754 | $1.89M | 0.28% | −600−9.4% | Reduced |
| Private Advisor Group, LLC | 5,729 | $1.89M | 0.01% | +95+1.7% | Added |
| Brinker Capital Investments, LLC | 6,042 | $1.88M | 0.02% | −3,942−39.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,042 | $1.88M | 0.02% | −3,942−39.5% | Reduced |
| Parsons Capital Management Inc | 5,692 | $1.87M | 0.13% | +20+0.4% | Added |
| Janney Montgomery Scott LLC | 5,683 | $1.87M | 0.01% | −725−11.3% | Reduced |
| Sheets Smith Wealth Management | 5,678 | $1.87M | 0.27% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,637 | $1.86M | 0.00% | +20+0.4% | Added |
| Ethic Inc. | 5,522 | $1.82M | 0.05% | +1,569+39.7% | Added |
| Swiss Life Asset Management Ltd | 5,461 | $1.80M | 0.02% | −4,250−43.8% | Reduced |
| Guardian Capital Advisors LP | 5,690 | $1.77M | 0.18% | +5,690 | New |
| Candriam Luxembourg S.C.A. | 5,246 | $1.73M | 0.01% | +920+21.3% | Added |
| Allianz Asset Management GmbH | 5,150 | $1.70M | 0.00% | −2,856−35.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,098 | $1.68M | 0.02% | −256−4.8% | Reduced |
| Unigestion Holding SA | 5,085 | $1.67M | 0.09% | −28,840−85.0% | Reduced |
| CI Private Wealth, LLC | 4,992 | $1.64M | 0.00% | +707+16.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,949 | $1.63M | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,937 | $1.63M | 0.03% | −1,943−28.2% | Reduced |
| Gulf International Bank (UK) Ltd | 4,891 | $1.61M | 0.05% | −582−10.6% | Reduced |
| Shell Asset Management Co | 4,802 | $1.58M | 0.07% | −1,396−22.5% | Reduced |
| MainStreet Investment Advisors LLC | 4,802 | $1.58M | 0.18% | +137+2.9% | Added |
| Kentucky Retirement Systems | 4,731 | $1.56M | 0.05% | −63−1.3% | Reduced |
| Captrust Financial Advisors | 4,706 | $1.55M | 0.01% | +226+5.0% | Added |
| Pacer Advisors, Inc. | 4,668 | $1.54M | 0.00% | −4,215−47.5% | Reduced |
| HM Payson & Co | 4,660 | $1.53M | 0.03% | 00.0% | Unchanged |