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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 110 | $39.6K | 0.00% | +3+2.8% | Added |
| Proequities, Inc. | 112 | $40.3K | 0.00% | −26−18.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $43.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 122 | $43.9K | 0.00% | +20+19.6% | Added |
| Capital Advisors, Ltd. LLC | 143 | $51.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $53.6K | 0.00% | −72−32.6% | Reduced |
| Bogart Wealth, LLC | 155 | $55.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $57.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 162 | $58.1K | 0.01% | −30−15.6% | Reduced |
| Global Financial Private Client, LLC | 168 | $60.8K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 172 | $61.9K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 181 | $65.1K | 0.01% | 00.0% | Unchanged |
| Mirova | 184 | $66.2K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 186 | $66.9K | 0.00% | +72+63.2% | Added |
| GeoWealth Management, LLC | 188 | $67.7K | 0.00% | +188 | New |
| Allworth Financial LP | 194 | $69.8K | 0.00% | +23+13.5% | Added |
| Alta Advisers Ltd | 200 | $72.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 204 | $73.4K | 0.01% | +4+2.0% | Added |
| Federated Hermes, Inc. | 209 | $75.2K | 0.00% | +4+2.0% | Added |
| Capstone Investment Advisors, LLC | 222 | $79.9K | 0.00% | −1,388−86.2% | Reduced |
| First Pacific Financial | 228 | $82.1K | 0.02% | +228 | New |
| Lindbrook Capital, LLC | 230 | $82.8K | 0.01% | +6+2.7% | Added |
| Rothschild Investment LLC | 238 | $85.7K | 0.01% | −81−25.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 238 | $85.7K | 0.01% | +238 | New |
| Leonteq Securities AG | 246 | $88.5K | 0.01% | +6+2.5% | Added |
| Sentry Investment Management LLC | 259 | $93.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $93.4K | 0.00% | +203+170.6% | Added |
| Kepos Capital LP | 268 | $96.0K | 0.04% | −55−17.0% | Reduced |
| Bryn Mawr Trust Co | 279 | $100.4K | 0.00% | +279 | New |
| Penserra Capital Management LLC | 283 | $101.0K | 0.00% | +3+1.1% | Added |
| Skopos Labs, Inc. | 282 | $101.5K | 0.03% | +282 | New |
| Morse Asset Management, Inc | 290 | $104.4K | 0.02% | +290 | New |
| Smartleaf Asset Management LLC | 295 | $105.5K | 0.01% | +169+134.1% | Added |
| Deseret Mutual Benefit Administrators | 297 | $106.9K | 0.05% | −34−10.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 345 | $124.2K | 0.01% | +5+1.5% | Added |
| Rosenberg Matthew Hamilton | 367 | $132.1K | 0.03% | +18+5.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 316 | $135.0K | 0.00% | +316 | New |
| Manchester Capital Management LLC | 389 | $140.0K | 0.02% | +16+4.3% | Added |
| Whittier Trust Co | 417 | $150.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 424 | $152.7K | 0.00% | −57−11.9% | Reduced |
| Central Trust Co | 425 | $153.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 429 | $154.4K | 0.00% | −439−50.6% | Reduced |
| Brown Brothers Harriman & Co | 450 | $162.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 477 | $171.7K | 0.02% | −505−51.4% | Reduced |
| Cacti Asset Management LLC | 500 | $171.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 489 | $176.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 492 | $177.1K | 0.01% | +429+681.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $179.6K | 0.01% | +353+241.8% | Added |
| Larson Financial Group LLC | 503 | $181.0K | 0.01% | +188+59.7% | Added |
| Exchange Traded Concepts, LLC | 531 | $191.1K | 0.00% | −2,568−82.9% | Reduced |
| Clearstead Advisors, LLC | 535 | $192.5K | 0.00% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 571 | $205.0K | 0.01% | +571 | New |
| QRG Capital Management, Inc. | 577 | $207.6K | 0.00% | +577 | New |
| Bank of Nova Scotia Trust Co | 578 | $208.0K | 0.02% | +578 | New |
| David Loasby | 590 | $209.1K | 0.02% | +590 | New |
| SRS Capital Advisors, Inc. | 584 | $210.2K | 0.02% | −22−3.6% | Reduced |
| Brighton Jones LLC | 596 | $214.6K | 0.01% | −659−52.5% | Reduced |
| Birch Hill Investment Advisors LLC | 600 | $215.9K | 0.01% | +600 | New |
| Bedel Financial Consulting, Inc. | 600 | $215.9K | 0.03% | +600 | New |
| Bleakley Financial Group, LLC | 600 | $215.9K | 0.01% | +600 | New |
| Ameritas Investment Partners, Inc. | 601 | $216.3K | 0.01% | −39−6.1% | Reduced |
| Cigna Investments Inc | 603 | $217.0K | 0.04% | +603 | New |
| Waldron Private Wealth LLC | 603 | $217.0K | 0.01% | +603 | New |
| Westpac Banking Corp | 605 | $217.7K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 605 | $217.7K | 0.02% | +605 | New |
| Ridgewood Investments LLC | 606 | $218.1K | 0.11% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 624 | $224.6K | 0.02% | +624 | New |
| Ritholtz Wealth Management | 626 | $225.3K | 0.01% | +626 | New |
| Rockland Trust Co | 633 | $227.8K | 0.01% | +633 | New |
| TownSquare Capital, LLC | 635 | $228.5K | 0.00% | +635 | New |
| CIBC Private Wealth Group, LLC | 636 | $228.9K | 0.00% | +117+22.5% | Added |
| E Fund Management Co., Ltd. | 638 | $229.6K | 0.01% | +638 | New |
| Flputnam Investment Management Co | 638 | $229.6K | 0.00% | +638 | New |
| Wealthcare Advisory Partners LLC | 639 | $230.0K | 0.01% | +639 | New |
| Bristol John W & Co Inc | 641 | $230.7K | 0.00% | +641 | New |
| Shufro Rose & Co LLC | 800 | $232.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 816 | $236.7K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 663 | $238.5K | 0.02% | +663 | New |
| Gen-Wealth Partners Inc | 746 | $243.6K | 0.11% | +98+15.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 680 | $244.7K | 0.00% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 700 | $244.9K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 682 | $245.4K | 0.07% | +67+10.9% | Added |
| Cardinal Strategic Wealth Guidance | 693 | $249.4K | 0.08% | 00.0% | Unchanged |
| Trust Asset Management LLC | 700 | $251.9K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 704 | $253.4K | 0.02% | +9+1.3% | Added |
| Columbia Asset Management | 705 | $254.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 710 | $255.5K | 0.00% | +710 | New |
| Panagora Asset Management Inc | 710 | $255.5K | 0.00% | −3−0.4% | Reduced |
| HB Wealth Management, LLC | 715 | $257.3K | 0.00% | −137−16.1% | Reduced |
| Canandaigua National Bank & Trust Co | 718 | $258.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 720 | $259.1K | 0.01% | +108+17.6% | Added |
| Beacon Investment Advisors LLC | 722 | $259.8K | 0.12% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 728 | $262.0K | 0.01% | −192−20.9% | Reduced |
| Financial Counselors Inc | 743 | $267.4K | 0.00% | +743 | New |
| Northstar Asset Management LLC | 754 | $271.4K | 0.06% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $272.8K | 0.04% | +758 | New |
| Buckingham Strategic Partners | 775 | $278.9K | 0.01% | −63−7.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 800 | $287.9K | 0.07% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 800 | $287.9K | 0.02% | +800 | New |
| Horizon Investments, LLC | 805 | $289.7K | 0.01% | −45−5.3% | Reduced |