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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, Q3 2024

Institutional positions in Waters Corp as of Sep 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
697
+9 vs. Q2 2024
Shares held
56.5M
+5.27M (+10.3%) vs. Q2 2024
Total value
$20.3B
+$5.45B (+36.7%) vs. Q2 2024
New holders
76
236 more added
Sold out
67
247 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 697 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 heldQ3 2024: $20.3B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2024.

Institutions holding WAT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
WestEnd Advisors, LLC1$3600.00%00.0%Unchanged
Strengthening Families & Communities, LLC1$3600.00%00.0%Unchanged
Concord Wealth Partners1$3600.00%+1New
JDM Financial Group LLC1$3600.00%+1New
ClariVest Asset Management LLC2$5730.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$7190.00%+2New
NVWM, LLC2$7200.00%00.0%Unchanged
Johnson Financial Group, Inc.2$7200.00%+2New
Riggs Asset Managment Co. Inc.2$7200.00%+2New
Geneos Wealth Management Inc.2$7200.00%+2New
Claris Advisors, LLC2$7200.00%+2New
1620 Investment Advisors, Inc.2$8530.00%+2New
Cornerstone Planning Group LLC3$9740.00%00.0%Unchanged
Valued Wealth Advisors LLC3$1.08K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC3$1.08K0.00%+3New
True Wealth Design, LLC4$1.44K0.00%+1+33.3%Added
Kayne Anderson Rudnick Investment Management LLC4$1.75K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC5$1.80K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$1.81K0.00%+6New
Montag A & Associates Inc5$1.89K0.00%+5New
Lazard Asset Management LLC8$2.00K0.00%+5+166.7%Added
Truvestments Capital LLC6$2.16K0.00%+6New
DiNuzzo Private Wealth, Inc.6$2.16K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$2.52K0.00%−27−79.4%Reduced
Tacita Capital Inc7$2.52K0.00%00.0%Unchanged
Chilton Capital Management LLC7$2.52K0.00%00.0%Unchanged
Horizon Financial Services, LLC8$2.88K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc8$2.88K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2.88K0.00%+2+33.3%Added
Abound Wealth Management8$2.98K0.00%00.0%Unchanged
Avion Wealth10$3.00K0.00%−3−23.1%Reduced
NBC Securities, Inc.10$3.00K0.00%00.0%Unchanged
Park Place Capital Corp9$3.24K0.00%−6−40.0%Reduced
Glen Eagle Advisors, LLC10$3.60K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$3.60K0.00%+3+42.9%Added
Sunbelt Securities, Inc.11$3.96K0.00%00.0%Unchanged
Aspect Partners, LLC11$3.96K0.00%00.0%Unchanged
AlphaMark Advisors, LLC10$4.00K0.00%00.0%Unchanged
Harbour Investments, Inc.12$4.32K0.00%+3+33.3%Added
Dunhill Financial, LLC13$4.53K0.00%+6+85.7%Added
Creative Financial Designs Inc14$5.04K0.00%00.0%Unchanged
AdvisorNet Financial, Inc15$5.40K0.00%−4−21.1%Reduced
Bell Investment Advisors, Inc15$5.40K0.00%00.0%Unchanged
Golden State Equity Partners17$6.12K0.00%+17New
Eukles Asset Management18$6.48K0.00%00.0%Unchanged
Sachetta, LLC18$6.48K0.00%00.0%Unchanged
DT Investment Partners, LLC19$6.84K0.00%+19New
Reston Wealth Management LLC19$6.84K0.00%+19New
Financial Management Professionals, Inc.19$7.00K0.00%+3+18.8%Added
Atwood & Palmer Inc20$7.20K0.00%+20New
Whittier Trust Co of Nevada Inc22$7.92K0.00%00.0%Unchanged
Oarsman Capital, Inc.23$8.28K0.00%+23New
Versant Capital Management, Inc26$9.36K0.00%+1+4.0%Added
Meeder Asset Management Inc28$10.1K0.00%−1−3.4%Reduced
Fortitude Family Office, LLC28$10.1K0.00%00.0%Unchanged
Colonial Trust Co29$10.3K0.00%+12+70.6%Added
West Paces Advisors Inc.30$10.8K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC30$10.8K0.01%00.0%Unchanged
GW&K Investment Management, LLC30$11.0K0.00%00.0%Unchanged
Capital Performance Advisors LLP33$11.9K0.00%+33New
Private Wealth Management Group, LLC34$12.2K0.00%+12+54.5%Added
St Germain D J Co Inc36$13.0K0.00%00.0%Unchanged
GWM Advisors LLC36$13.0K0.00%+1+2.9%Added
Cullen/Frost Bankers, Inc.37$13.3K0.00%+37New
Mechanics Financial Corp40$14.4K0.01%00.0%Unchanged
Independence Bank of Kentucky40$14.4K0.00%+40New
Zions Bancorporation, N.A.41$14.8K0.00%−7−14.6%Reduced
Millburn Ridgefield Corp41$14.8K0.00%−4−8.9%Reduced
Catalyst Capital Advisors LLC41$14.8K0.00%−4−8.9%Reduced
Steward Partners Investment Advisory, LLC41$14.8K0.00%+4+10.8%Added
Covestor Ltd40$15.0K0.01%−1−2.4%Reduced
Hemington Wealth Management47$15.0K0.00%+47New
ZRC Wealth Management, LLC44$15.8K0.01%00.0%Unchanged
Rise Advisors, LLC46$16.6K0.01%00.0%Unchanged
CVA Family Office, LLC48$17.3K0.00%+1+2.1%Added
MV Capital Management, Inc.49$17.6K0.00%−1−2.0%Reduced
JFS Wealth Advisors, LLC49$17.6K0.00%+4+8.9%Added
Castleview Partners, LLC49$17.6K0.01%+14+40.0%Added
Farmers & Merchants Investments Inc50$18.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC52$18.7K0.00%00.0%Unchanged
International Assets Investment Management, LLC6,838$19.0K0.00%+6,825+52,500.0%Added
Continuum Advisory, LLC53$20.0K0.00%+30+130.4%Added
First PREMIER Bank60$22.0K0.01%00.0%Unchanged
Private Trust Co NA62$22.3K0.00%00.0%Unchanged
Bangor Savings Bank70$25.2K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO73$26.3K0.01%00.0%Unchanged
Rogco, LP74$26.6K0.01%−2−2.6%Reduced
Jones Financial Companies LLLP79$28.3K0.00%−65−45.1%Reduced
Walleye Capital LLC79$28.4K0.00%−1,928−96.1%Reduced
NBT Bank N A80$28.8K0.00%+80New
EverSource Wealth Advisors, LLC81$29.2K0.00%+10+14.1%Added
Riverview Trust Co82$29.5K0.03%+2+2.5%Added
Parkside Financial Bank & Trust85$30.6K0.00%−19−18.3%Reduced
Kennebec Savings Bank91$32.8K0.03%+91New
Ashton Thomas Securities, LLC97$34.9K0.01%+97New
Smithfield Trust Co96$35.0K0.00%00.0%Unchanged
Piscataqua Savings Bank100$36.0K0.03%00.0%Unchanged
Asset Dedication, LLC100$36.0K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.105$37.8K0.02%+5+5.0%Added