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 |
|---|---|---|---|---|---|
| Garrison Asset Management, LLC | 952 | $276.2K | 0.15% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 944 | $274.0K | 0.13% | +263+38.6% | Added |
| Chilton Investment Co LLC | 942 | $273.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 935 | $271.3K | 0.10% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 930 | $269.8K | 0.09% | +930 | New |
| Profund Advisors LLC | 924 | $268.1K | 0.01% | −4−0.4% | Reduced |
| Anchor Capital Advisors LLC | 920 | $267.0K | 0.01% | −218−19.2% | Reduced |
| Fiera Capital Corp | 920 | $266.9K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 910 | $264.0K | 0.01% | +10+1.1% | Added |
| KPP Advisory Services LLC | 900 | $261.1K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 893 | $259.1K | 0.01% | −100−10.1% | Reduced |
| Gallacher Capital Management LLC | 889 | $257.9K | 0.14% | +889 | New |
| Rice Partnership, LLC | 882 | $255.9K | 0.06% | −565−39.0% | Reduced |
| Stiles Financial Services Inc | 868 | $251.8K | 0.10% | −20−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 868 | $251.8K | 0.00% | +427+96.8% | Added |
| KilterHowling LLC | 867 | $251.5K | 0.17% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 860 | $249.5K | 0.02% | +76+9.7% | Added |
| Nomura Holdings Inc | 860 | $249.5K | 0.00% | +860 | New |
| HB Wealth Management, LLC | 852 | $247.2K | 0.00% | +852 | New |
| Horizon Investments, LLC | 850 | $246.6K | 0.01% | +12+1.4% | Added |
| Integrated Wealth Concepts LLC | 848 | $246.0K | 0.00% | +17+2.0% | Added |
| TD Private Client Wealth LLC | 846 | $245.4K | 0.01% | +9+1.1% | Added |
| Buckingham Strategic Partners | 838 | $243.1K | 0.01% | +18+2.2% | Added |
| Resources Investment Advisors, LLC. | 820 | $237.8K | 0.00% | +820 | New |
| Advisory Services Network, LLC | 816 | $236.7K | 0.00% | +816 | New |
| Viewpoint Capital Management LLC | 815 | $236.4K | 0.14% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 811 | $235.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| MAI Capital Management | 790 | $229.2K | 0.00% | −1−0.1% | Reduced |
| Greenleaf Trust | 788 | $228.6K | 0.00% | −76−8.8% | Reduced |
| Wunderlich Capital Managemnt | 773 | $224.3K | 0.10% | −6−0.8% | Reduced |
| GAMMA Investing LLC | 758 | $219.9K | 0.03% | +107+16.4% | Added |
| Qtron Investments LLC | 757 | $219.6K | 0.03% | +757 | New |
| Boston Family Office LLC | 756 | $219.0K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $218.8K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 754 | $218.8K | 0.00% | +754 | New |
| Inceptionr LLC | 752 | $218.2K | 0.06% | +752 | New |
| Barlow Wealth Partners, Inc. | 700 | $213.7K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 722 | $209.5K | 0.11% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 718 | $208.3K | 0.02% | −30−4.0% | Reduced |
| Panagora Asset Management Inc | 713 | $206.9K | 0.00% | 00.0% | Unchanged |
| Columbia Asset Management | 705 | $205.0K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 700 | $203.1K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 695 | $201.6K | 0.01% | +695 | New |
| Canvas Wealth Advisors, LLC | 615 | $201.5K | 0.06% | +615 | New |
| Cardinal Strategic Wealth Guidance | 693 | $201.1K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 680 | $197.3K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 670 | $194.4K | 0.11% | +670 | New |
| Gen-Wealth Partners Inc | 648 | $188.0K | 0.09% | +128+24.6% | Added |
| Ameritas Investment Partners, Inc. | 640 | $185.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 612 | $177.6K | 0.00% | +160+35.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 611 | $177.0K | 0.00% | −97−13.7% | Reduced |
| Ridgewood Investments LLC | 606 | $175.9K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 606 | $175.8K | 0.02% | −23−3.7% | Reduced |
| Westpac Banking Corp | 605 | $175.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 601 | $174.4K | 0.01% | +601 | New |
| Federation des caisses Desjardins du Quebec | 583 | $169.1K | 0.00% | −115−16.5% | Reduced |
| Clearstead Advisors, LLC | 535 | $155.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 519 | $148.2K | 0.00% | −2−0.4% | Reduced |
| Cacti Asset Management LLC | 500 | $143.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 489 | $141.9K | 0.03% | −52−9.6% | Reduced |
| Signaturefd, LLC | 481 | $139.5K | 0.00% | −22−4.4% | Reduced |
| Brown Brothers Harriman & Co | 450 | $130.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 425 | $123.3K | 0.00% | −40−8.6% | Reduced |
| Whittier Trust Co | 417 | $121.0K | 0.00% | −51−10.9% | Reduced |
| Manchester Capital Management LLC | 373 | $108.2K | 0.01% | +15+4.2% | Added |
| Rosenberg Matthew Hamilton | 349 | $98.7K | 0.03% | −18−4.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 340 | $98.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 331 | $96.0K | 0.04% | 00.0% | Unchanged |
| Kepos Capital LP | 323 | $94.0K | 0.04% | +33+11.4% | Added |
| Rothschild Investment LLC | 319 | $92.5K | 0.01% | +3+0.9% | Added |
| Larson Financial Group LLC | 315 | $91.4K | 0.01% | +258+452.6% | Added |
| Family Firm, Inc. | 310 | $89.9K | 0.02% | +310 | New |
| Penserra Capital Management LLC | 280 | $81.0K | 0.00% | +4+1.4% | Added |
| Sentry Investment Management LLC | 259 | $75.0K | 0.03% | −53−17.0% | Reduced |
| Leonteq Securities AG | 240 | $69.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 224 | $65.0K | 0.01% | −2−0.9% | Reduced |
| IFP Advisors, Inc | 221 | $64.1K | 0.00% | +2+0.9% | Added |
| Federated Hermes, Inc. | 205 | $59.5K | 0.00% | +205 | New |
| Alta Advisers Ltd | 200 | $58.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $58.0K | 0.01% | +199+19,900.0% | Added |
| Quent Capital, LLC | 192 | $55.7K | 0.01% | 00.0% | Unchanged |
| Mirova | 184 | $53.4K | 0.01% | +184 | New |
| GPS Wealth Strategies Group, LLC | 181 | $52.5K | 0.01% | −97−34.9% | Reduced |
| Allworth Financial LP | 171 | $51.8K | 0.00% | +88+106.0% | Added |
| Cromwell Holdings LLC | 172 | $49.9K | 0.03% | +172 | New |
| Global Financial Private Client, LLC | 168 | $49.0K | 0.02% | 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 |
| Bogart Wealth, LLC | 155 | $45.0K | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 146 | $42.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 144 | $41.8K | 0.00% | +138+2,300.0% | Added |
| Capital Advisors, Ltd. LLC | 143 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 119 | $41.0K | 0.00% | +78+190.2% | Added |
| Motco | 138 | $40.0K | 0.00% | +138 | New |
| Proequities, Inc. | 138 | $40.0K | 0.00% | −2−1.4% | Reduced |
| Smartleaf Asset Management LLC | 126 | $36.1K | 0.01% | +32+34.0% | Added |