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, Q2 2024
Institutional positions in Waters Corp as of Jun 30, 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
- 695
- +12 vs. Q1 2024
- Shares held
- 56.9M
- −1.41M (−2.4%) vs. Q1 2024
- Total value
- $16.5B
- −$3.54B (−17.6%) vs. Q1 2024
- New holders
- 76
- 251 more added
- Sold out
- 64
- 226 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3 | $0 | 0.00% | −5−62.5% | Reduced |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $290 | 0.00% | −31−96.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1 | $344 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 2 | $573 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $580 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $871 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $871 | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 3 | $987 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.41K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 5 | $1.45K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.74K | 0.00% | +1+20.0% | Added |
| Dunhill Financial, LLC | 7 | $1.92K | 0.00% | +2+40.0% | Added |
| NBC Securities, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $2.03K | 0.00% | −6−46.2% | Reduced |
| Tacita Capital Inc | 7 | $2.03K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7 | $2.03K | 0.00% | +7 | New |
| Oakworth Capital, Inc. | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8 | $2.32K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $2.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $2.90K | 0.00% | +10 | New |
| AlphaMark Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $3.00K | 0.00% | +7+116.7% | Added |
| Sunbelt Securities, Inc. | 11 | $3.19K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $3.19K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $3.19K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 12 | $3.48K | 0.00% | +12 | New |
| Planning Capital Management Corp | 12 | $3.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $3.48K | 0.00% | +11+1,100.0% | Added |
| International Assets Investment Management, LLC | 13 | $3.77K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $4.06K | 0.00% | +8+133.3% | Added |
| Ashton Thomas Private Wealth, LLC | 14 | $4.06K | 0.00% | +14 | New |
| Park Place Capital Corp | 15 | $4.35K | 0.00% | −76−83.5% | Reduced |
| Bell Investment Advisors, Inc | 15 | $4.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $4.96K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 16 | $5.00K | 0.00% | −2−11.1% | Reduced |
| Eukles Asset Management | 18 | $5.22K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $5.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $5.90K | 0.00% | +8+80.0% | Added |
| Whittier Trust Co of Nevada Inc | 22 | $6.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $6.38K | 0.00% | −3−12.0% | Reduced |
| Opal Wealth Advisors, LLC | 22 | $6.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $6.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $7.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $8.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $8.41K | 0.00% | +3+11.5% | Added |
| West Paces Advisors Inc. | 30 | $8.70K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 30 | $8.71K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 31 | $8.99K | 0.00% | +31 | New |
| GW&K Investment Management, LLC | 30 | $9.00K | 0.00% | +3+11.1% | Added |
| Quantbot Technologies LP | 33 | $9.57K | 0.00% | −1,329−97.6% | Reduced |
| Raffa Wealth Management, LLC | 34 | $9.86K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 34 | $9.87K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 35 | $10.2K | 0.01% | +17+94.4% | Added |
| GWM Advisors LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37 | $10.7K | 0.00% | +9+32.1% | Added |
| Mechanics Financial Corp | 40 | $11.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $12.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $12.8K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 45 | $13.1K | 0.00% | −5−10.0% | Reduced |
| Catalyst Capital Advisors LLC | 45 | $13.1K | 0.00% | −5−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $13.1K | 0.00% | +1+2.3% | Added |
| Rise Advisors, LLC | 46 | $13.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 47 | $13.6K | 0.00% | +3+6.8% | Added |
| Zions Bancorporation, N.A. | 48 | $13.9K | 0.00% | +7+17.1% | Added |
| Farmers & Merchants Investments Inc | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $14.5K | 0.00% | +1+2.0% | Added |
| Prestige Wealth Management Group LLC | 52 | $15.1K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 58 | $16.8K | 0.01% | +58 | New |
| First PREMIER Bank | 60 | $17.0K | 0.00% | −1−1.6% | Reduced |
| Private Trust Co NA | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $18.3K | 0.00% | −153−70.8% | Reduced |
| Bangor Savings Bank | 70 | $20.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 73 | $21.2K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 76 | $22.0K | 0.01% | −26−25.5% | Reduced |
| Riverview Trust Co | 80 | $23.2K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 82 | $23.8K | 0.00% | +59+256.5% | Added |
| EverSource Wealth Advisors, LLC | 71 | $23.9K | 0.00% | −11−13.4% | Reduced |
| Smithfield Trust Co | 96 | $28.0K | 0.00% | −127−57.0% | Reduced |
| Piscataqua Savings Bank | 100 | $29.0K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 102 | $29.6K | 0.00% | −2−1.9% | Reduced |
| Parkside Financial Bank & Trust | 104 | $30.2K | 0.00% | +5+5.1% | Added |
| Washington Trust Co | 107 | $31.0K | 0.00% | −18−14.4% | Reduced |
| Itau Unibanco Holding S.A. | 114 | $33.1K | 0.00% | +114 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $35.1K | 0.01% | +2+1.7% | Added |
| Smartleaf Asset Management LLC | 126 | $36.1K | 0.01% | +32+34.0% | Added |
| Proequities, Inc. | 138 | $40.0K | 0.00% | −2−1.4% | Reduced |
| Motco | 138 | $40.0K | 0.00% | +138 | New |
| Ronald Blue Trust, Inc. | 119 | $41.0K | 0.00% | +78+190.2% | Added |
| Capital Advisors, Ltd. LLC | 143 | $41.0K | 0.01% | 00.0% | Unchanged |