Skip to main content

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, Q1 2024

Institutional positions in Waters Corp as of Mar 31, 2024. 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
689
+19 vs. Q4 2023
Shares held
58.5M
−557.4K (−0.9%) vs. Q4 2023
Total value
$20.1B
+$677.7M (+3.5%) vs. Q4 2023
New holders
74
190 more added
Sold out
55
275 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 689 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 heldQ1 2024: $20.1B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2023.

Institutions holding WAT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Global Assets Advisory, LLC10,335$300.00%+10,335New
WestEnd Advisors, LLC1$3440.00%00.0%Unchanged
TFC Financial Management1$3450.00%−69−98.6%Reduced
MCF Advisors LLC1$3450.00%+1New
GoalVest Advisory LLC2$6880.00%+2New
True Wealth Design, LLC2$6890.00%+1+100.0%Added
ClariVest Asset Management LLC2$6900.00%00.0%Unchanged
First Pacific Financial3$1.03K0.00%+1+50.0%Added
Valued Wealth Advisors LLC3$1.03K0.00%+1+50.0%Added
Quest Partners LLC3$1.03K0.00%+3New
Kayne Anderson Rudnick Investment Management LLC4$1.67K0.00%+2+100.0%Added
Longfellow Investment Management Co LLC5$1.72K0.00%00.0%Unchanged
Twin Tree Management, LP5$1.72K0.00%+5New
DiNuzzo Private Wealth, Inc.5$1.72K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.5$1.72K0.00%+2+66.7%Added
Dunhill Financial, LLC5$1.89K0.00%00.0%Unchanged
Lazard Asset Management LLC8$2.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP6$2.06K0.00%00.0%Unchanged
Creative Financial Designs Inc6$2.06K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC6$2.06K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$2.07K0.00%00.0%Unchanged
Tacita Capital Inc7$2.41K0.00%00.0%Unchanged
Pineridge Advisors LLC8$2.75K0.00%−9−52.9%Reduced
Oakworth Capital, Inc.8$2.75K0.00%00.0%Unchanged
Horizon Financial Services, LLC8$2.75K0.00%+8New
Abound Wealth Management8$2.85K0.00%+1+14.3%Added
NBC Securities, Inc.10$3.00K0.00%−20−66.7%Reduced
AlphaMark Advisors, LLC10$3.00K0.00%00.0%Unchanged
Avion Wealth6$3.00K0.00%00.0%Unchanged
Harbour Investments, Inc.9$3.10K0.00%−22−71.0%Reduced
Sachetta, LLC10$3.29K0.00%00.0%Unchanged
Sunbelt Securities, Inc.11$3.79K0.00%00.0%Unchanged
Aspect Partners, LLC11$3.79K0.00%00.0%Unchanged
LRI Investments, LLC11$3.79K0.00%+11New
Planning Capital Management Corp12$4.13K0.00%00.0%Unchanged
Raleigh Capital Management Inc.13$4.47K0.00%−10−43.5%Reduced
Bell Investment Advisors, Inc15$5.16K0.00%00.0%Unchanged
Financial Management Professionals, Inc.18$6.00K0.00%+2+12.5%Added
Eukles Asset Management18$6.20K0.00%00.0%Unchanged
Castleview Partners, LLC18$6.20K0.00%+6+50.0%Added
AdvisorNet Financial, Inc19$6.54K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc22$7.57K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC22$7.57K0.00%+22New
Continuum Advisory, LLC23$7.74K0.00%+23New
Crewe Advisors LLC23$7.92K0.00%+23New
Versant Capital Management, Inc25$8.61K0.00%00.0%Unchanged
Private Wealth Management Group, LLC25$8.61K0.00%00.0%Unchanged
Meeder Asset Management Inc26$8.95K0.00%+26New
GW&K Investment Management, LLC27$9.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC28$9.64K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC28$9.64K0.00%+2+7.7%Added
West Paces Advisors Inc.30$10.3K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC30$10.3K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC32$11.0K0.00%+32New
JJJ Advisors Inc.34$11.7K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$11.7K0.00%+27+385.7%Added
GWM Advisors LLC35$12.0K0.00%00.0%Unchanged
St Germain D J Co Inc36$12.4K0.00%00.0%Unchanged
New Covenant Trust Company, N.A.39$13.4K0.01%+39New
Mechanics Financial Corp40$13.8K0.01%+30+300.0%Added
Covestor Ltd41$14.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.41$14.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.41$14.1K0.00%+13+46.4%Added
CVA Family Office, LLC44$15.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC44$15.1K0.00%00.0%Unchanged
ZRC Wealth Management, LLC44$15.1K0.01%+44New
Rise Advisors, LLC46$15.8K0.01%+46New
MV Capital Management, Inc.49$16.9K0.00%−8−14.0%Reduced
Millburn Ridgefield Corp50$17.2K0.00%−7−12.3%Reduced
Catalyst Capital Advisors LLC50$17.2K0.00%−7−12.3%Reduced
Farmers & Merchants Investments Inc50$17.2K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC50$17.2K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC52$17.9K0.00%00.0%Unchanged
Larson Financial Group LLC57$19.6K0.00%+56+5,600.0%Added
First PREMIER Bank61$21.0K0.01%+61New
Private Trust Co NA62$21.3K0.00%−6−8.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC67$23.1K0.00%+67New
Bangor Savings Bank70$24.1K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO73$25.1K0.01%+73New
EverSource Wealth Advisors, LLC82$25.3K0.00%+31+60.8%Added
Northwest Capital Management Inc75$25.8K0.01%00.0%Unchanged
Riverview Trust Co80$27.5K0.02%+80New
Allworth Financial LP83$28.6K0.00%−31−27.2%Reduced
Park Place Capital Corp91$31.3K0.01%−103−53.1%Reduced
Smartleaf Asset Management LLC94$32.4K0.01%+94New
Asset Dedication, LLC100$34.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust99$34.1K0.01%+16+19.3%Added
Piscataqua Savings Bank100$34.4K0.03%−90−47.4%Reduced
Cape Investment Advisory, Inc.100$34.4K0.02%−3−2.9%Reduced
Mine & Arao Wealth Creation & Management, LLC.100$34.4K0.02%00.0%Unchanged
Rogco, LP102$35.1K0.01%−90−46.9%Reduced
First Horizon Advisors, Inc.104$35.8K0.00%+20+23.8%Added
Wetzel Investment Advisors, Inc.128$37.7K0.02%+9+7.6%Added
Concord Wealth Partners115$39.6K0.01%−151−56.8%Reduced
Annis Gardner Whiting Capital Advisors, LLC119$41.0K0.01%00.0%Unchanged
Washington Trust Co125$43.0K0.00%00.0%Unchanged
Proequities, Inc.140$48.2K0.00%+3+2.2%Added
Capital Advisors, Ltd. LLC143$49.0K0.01%+2+1.4%Added
VisionPoint Advisory Group, LLC143$49.2K0.02%−20−12.3%Reduced