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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 144 | $41.8K | 0.00% | +138+2,300.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 146 | $42.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $43.5K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 150 | $43.5K | 0.02% | +7+4.9% | Added |
| Bogart Wealth, LLC | 155 | $45.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $46.4K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 160 | $46.4K | 0.01% | +160 | New |
| Global Financial Private Client, LLC | 168 | $49.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 172 | $49.9K | 0.03% | +172 | New |
| Allworth Financial LP | 171 | $51.8K | 0.00% | +88+106.0% | Added |
| GPS Wealth Strategies Group, LLC | 181 | $52.5K | 0.01% | −97−34.9% | Reduced |
| Mirova | 184 | $53.4K | 0.01% | +184 | New |
| Quent Capital, LLC | 192 | $55.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $58.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $58.0K | 0.01% | +199+19,900.0% | Added |
| Federated Hermes, Inc. | 205 | $59.5K | 0.00% | +205 | New |
| IFP Advisors, Inc | 221 | $64.1K | 0.00% | +2+0.9% | Added |
| Lindbrook Capital, LLC | 224 | $65.0K | 0.01% | −2−0.9% | Reduced |
| Leonteq Securities AG | 240 | $69.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 259 | $75.0K | 0.03% | −53−17.0% | Reduced |
| Penserra Capital Management LLC | 280 | $81.0K | 0.00% | +4+1.4% | Added |
| Family Firm, Inc. | 310 | $89.9K | 0.02% | +310 | New |
| Larson Financial Group LLC | 315 | $91.4K | 0.01% | +258+452.6% | Added |
| Rothschild Investment LLC | 319 | $92.5K | 0.01% | +3+0.9% | Added |
| Kepos Capital LP | 323 | $94.0K | 0.04% | +33+11.4% | Added |
| Deseret Mutual Benefit Administrators | 331 | $96.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 340 | $98.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 349 | $98.7K | 0.03% | −18−4.9% | Reduced |
| Manchester Capital Management LLC | 373 | $108.2K | 0.01% | +15+4.2% | Added |
| Whittier Trust Co | 417 | $121.0K | 0.00% | −51−10.9% | Reduced |
| Central Trust Co | 425 | $123.3K | 0.00% | −40−8.6% | Reduced |
| Brown Brothers Harriman & Co | 450 | $130.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 481 | $139.5K | 0.00% | −22−4.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 489 | $141.9K | 0.03% | −52−9.6% | Reduced |
| Cacti Asset Management LLC | 500 | $143.2K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 519 | $148.2K | 0.00% | −2−0.4% | Reduced |
| Clearstead Advisors, LLC | 535 | $155.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 583 | $169.1K | 0.00% | −115−16.5% | Reduced |
| Venturi Wealth Management, LLC | 601 | $174.4K | 0.01% | +601 | New |
| Westpac Banking Corp | 605 | $175.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 606 | $175.8K | 0.02% | −23−3.7% | Reduced |
| Ridgewood Investments LLC | 606 | $175.9K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 611 | $177.0K | 0.00% | −97−13.7% | Reduced |
| Parallel Advisors, LLC | 612 | $177.6K | 0.00% | +160+35.4% | Added |
| Ameritas Investment Partners, Inc. | 640 | $185.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 648 | $188.0K | 0.09% | +128+24.6% | Added |
| Camelot Portfolios, LLC | 670 | $194.4K | 0.11% | +670 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 680 | $197.3K | 0.00% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 693 | $201.1K | 0.07% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 615 | $201.5K | 0.06% | +615 | New |
| Frank, Rimerman Advisors LLC | 695 | $201.6K | 0.01% | +695 | New |
| Trust Asset Management LLC | 700 | $203.1K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 705 | $205.0K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 713 | $206.9K | 0.00% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 718 | $208.3K | 0.02% | −30−4.0% | Reduced |
| Beacon Investment Advisors LLC | 722 | $209.5K | 0.11% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 700 | $213.7K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 752 | $218.2K | 0.06% | +752 | New |
| Northstar Asset Management LLC | 754 | $218.8K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 754 | $218.8K | 0.00% | +754 | New |
| Boston Family Office LLC | 756 | $219.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 757 | $219.6K | 0.03% | +757 | New |
| GAMMA Investing LLC | 758 | $219.9K | 0.03% | +107+16.4% | Added |
| Wunderlich Capital Managemnt | 773 | $224.3K | 0.10% | −6−0.8% | Reduced |
| Greenleaf Trust | 788 | $228.6K | 0.00% | −76−8.8% | Reduced |
| MAI Capital Management | 790 | $229.2K | 0.00% | −1−0.1% | Reduced |
| Shufro Rose & Co LLC | 800 | $232.1K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 800 | $232.1K | 0.05% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 811 | $235.3K | 0.03% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 815 | $236.4K | 0.14% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 816 | $236.7K | 0.00% | +816 | New |
| Resources Investment Advisors, LLC. | 820 | $237.8K | 0.00% | +820 | New |
| Buckingham Strategic Partners | 838 | $243.1K | 0.01% | +18+2.2% | Added |
| TD Private Client Wealth LLC | 846 | $245.4K | 0.01% | +9+1.1% | Added |
| Integrated Wealth Concepts LLC | 848 | $246.0K | 0.00% | +17+2.0% | Added |
| Horizon Investments, LLC | 850 | $246.6K | 0.01% | +12+1.4% | Added |
| HB Wealth Management, LLC | 852 | $247.2K | 0.00% | +852 | New |
| Nomura Holdings Inc | 860 | $249.5K | 0.00% | +860 | New |
| Quadrant Capital Group LLC | 860 | $249.5K | 0.02% | +76+9.7% | Added |
| KilterHowling LLC | 867 | $251.5K | 0.17% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 868 | $251.8K | 0.00% | +427+96.8% | Added |
| Stiles Financial Services Inc | 868 | $251.8K | 0.10% | −20−2.3% | Reduced |
| Rice Partnership, LLC | 882 | $255.9K | 0.06% | −565−39.0% | Reduced |
| Gallacher Capital Management LLC | 889 | $257.9K | 0.14% | +889 | New |
| Meiji Yasuda Asset Management Co Ltd. | 893 | $259.1K | 0.01% | −100−10.1% | Reduced |
| KPP Advisory Services LLC | 900 | $261.1K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 910 | $264.0K | 0.01% | +10+1.1% | Added |
| Fiera Capital Corp | 920 | $266.9K | 0.00% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 920 | $267.0K | 0.01% | −218−19.2% | Reduced |
| Profund Advisors LLC | 924 | $268.1K | 0.01% | −4−0.4% | Reduced |
| Blueshift Asset Management, LLC | 930 | $269.8K | 0.09% | +930 | New |
| Clean Yield Group | 935 | $271.3K | 0.10% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 942 | $273.3K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 944 | $274.0K | 0.13% | +263+38.6% | Added |
| Garrison Asset Management, LLC | 952 | $276.2K | 0.15% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 970 | $281.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 976 | $283.2K | 0.02% | −1,180−54.7% | Reduced |
| Tiaa Trust, National Association | 981 | $284.6K | 0.00% | −83−7.8% | Reduced |
| Quest Partners LLC | 982 | $284.9K | 0.04% | +979+32,633.3% | Added |
| Global Retirement Partners, LLC | 987 | $286.4K | 0.01% | +595+151.8% | Added |