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 |
|---|---|---|---|---|---|
| Viewpoint Capital Management LLC | 815 | $291.2K | 0.16% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 811 | $291.9K | 0.01% | −35−4.1% | Reduced |
| Portland Global Advisors LLC | 811 | $291.9K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 823 | $296.2K | 0.04% | +823 | New |
| Meiji Yasuda Asset Management Co Ltd. | 833 | $299.8K | 0.01% | −60−6.7% | Reduced |
| Argent Trust Co | 842 | $303.0K | 0.01% | −168−16.6% | Reduced |
| Quadrant Capital Group LLC | 845 | $304.1K | 0.02% | −15−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 850 | $305.9K | 0.00% | +2+0.2% | Added |
| Resources Investment Advisors, LLC. | 851 | $306.2K | 0.00% | +31+3.8% | Added |
| KilterHowling LLC | 867 | $312.0K | 0.20% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 868 | $312.4K | 0.11% | 00.0% | Unchanged |
| Rice Partnership, LLC | 882 | $317.4K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 889 | $319.9K | 0.03% | +131+17.3% | Added |
| KPP Advisory Services LLC | 900 | $323.9K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 907 | $326.4K | 0.00% | −13,775−93.8% | Reduced |
| Venturi Wealth Management, LLC | 911 | $327.9K | 0.02% | +310+51.6% | Added |
| Fiera Capital Corp | 920 | $331.1K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 922 | $332.0K | 0.02% | +166+22.0% | Added |
| Clean Yield Group | 930 | $334.7K | 0.11% | −5−0.5% | Reduced |
| Empowered Funds, LLC | 938 | $337.6K | 0.01% | −2,931−75.8% | Reduced |
| Chilton Investment Co LLC | 942 | $339.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 946 | $340.6K | 0.02% | +946 | New |
| Garrison Asset Management, LLC | 952 | $342.6K | 0.17% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 954 | $343.3K | 0.00% | −27−2.8% | Reduced |
| Profund Advisors LLC | 955 | $343.7K | 0.01% | +31+3.4% | Added |
| Morningstar Investment Services LLC | 964 | $344.0K | 0.00% | +964 | New |
| Crestwood Advisors Group LLC | 965 | $347.3K | 0.01% | +55+6.0% | Added |
| WBI Investments | 965 | $347.3K | 0.08% | +965 | New |
| Citadel Advisors LLC | 978 | $352.0K | 0.00% | −80,321−98.8% | Reduced |
| MBB Public Markets I LLC | 990 | $356.3K | 0.03% | −3,410−77.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 993 | $357.3K | 0.00% | +410+70.3% | Added |
| Avantax Advisory Services, Inc. | 993 | $357.4K | 0.00% | +239+31.7% | Added |
| Heritage Investment Group, Inc. | 1,000 | $359.9K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,011 | $363.8K | 0.01% | −19−1.8% | Reduced |
| Sienna Gestion | 1,033 | $370.9K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,038 | $373.6K | 0.01% | −2−0.2% | Reduced |
| Financial Advisory Corp | 1,038 | $374.0K | 0.14% | −12−1.1% | Reduced |
| Accredited Investors Inc. | 1,053 | $379.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,054 | $379.3K | 0.00% | −30−2.8% | Reduced |
| Claret Asset Management Corp | 1,065 | $383.0K | 0.06% | +3+0.3% | Added |
| Umb Bank N A | 1,073 | $386.2K | 0.01% | +5+0.5% | Added |
| Johnson Investment Counsel Inc | 1,087 | $391.2K | 0.00% | +3+0.3% | Added |
| Seeds Investor LLC | 1,089 | $391.9K | 0.15% | +74+7.3% | Added |
| Snowden Capital Advisors LLC | 1,099 | $395.5K | 0.01% | −2−0.2% | Reduced |
| PDT Partners, LLC | 1,131 | $407.0K | 0.04% | +3+0.3% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $409.0K | 0.03% | −285−20.0% | Reduced |
| Pitcairn Co | 1,143 | $411.4K | 0.02% | −311−21.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,160 | $417.5K | 0.25% | +1,160 | New |
| Moody Lynn & Lieberson, LLC | 1,175 | $422.9K | 0.03% | −5−0.4% | Reduced |
| CWM, LLC | 1,181 | $425.0K | 0.00% | +99+9.1% | Added |
| Summit Trail Advisors, LLC | 1,198 | $431.1K | 0.01% | +28+2.4% | Added |
| Ransom Advisory, Ltd | 1,200 | $431.9K | 0.20% | −100−7.7% | Reduced |
| Assetmark, Inc | 1,200 | $431.9K | 0.00% | +170+16.5% | Added |
| Farther Finance Advisors, LLC | 1,204 | $433.1K | 0.02% | +78+6.9% | Added |
| Principal Securities, Inc. | 1,207 | $434.4K | 0.01% | +123+11.3% | Added |
| Coastline Trust Co | 1,209 | $435.1K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,217 | $438.0K | 0.05% | +5+0.4% | Added |
| Verition Fund Management LLC | 1,231 | $443.0K | 0.00% | −6,224−83.5% | Reduced |
| Acadian Asset Management LLC | 1,240 | $446.0K | 0.00% | −669−35.0% | Reduced |
| Eads & Heald Wealth Management | 1,240 | $446.0K | 0.21% | +296+31.4% | Added |
| Schonfeld Strategic Advisors LLC | 1,251 | $450.2K | 0.00% | +29+2.4% | Added |
| SevenBridge Financial Group, LLC | 1,200 | $456.9K | 0.09% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,279 | $460.3K | 0.10% | −51−3.8% | Reduced |
| Machina Capital S.A.S. | 1,285 | $462.5K | 0.18% | +1,285 | New |
| Ingalls & Snyder LLC | 1,290 | $464.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,297 | $466.8K | 0.04% | +9+0.7% | Added |
| Kuhn & Co Investment Counsel | 1,312 | $472.2K | 0.40% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,313 | $472.5K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,329 | $478.4K | 0.01% | +342+34.7% | Added |
| First Financial Bank - Trust Division | 1,330 | $478.7K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 1,335 | $480.5K | 0.04% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 1,336 | $480.8K | 0.03% | +1,336 | New |
| Raymond James Trust N.A. | 1,340 | $482.3K | 0.01% | +32+2.4% | Added |
| Exencial Wealth Advisors, LLC | 1,342 | $483.0K | 0.02% | +127+10.5% | Added |
| Landscape Capital Management, L.L.C. | 1,343 | $483.3K | 0.05% | +1,343 | New |
| PFG Investments, LLC | 1,355 | $487.7K | 0.03% | +80+6.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,360 | $489.4K | 0.15% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,366 | $491.6K | 0.12% | 00.0% | Unchanged |
| Global Endowment Management, LP | 1,374 | $494.5K | 0.05% | −390−22.1% | Reduced |
| Huntington National Bank | 1,377 | $495.6K | 0.00% | +48+3.6% | Added |
| Beaton Management Co. Inc. | 1,402 | $505.0K | 0.26% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,413 | $508.5K | 0.18% | −1−0.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,414 | $508.9K | 0.46% | −15−1.0% | Reduced |
| Phoenix Holdings Ltd. | 1,431 | $516.0K | 0.01% | +77+5.7% | Added |
| Grove Bank & Trust | 1,469 | $528.7K | 0.08% | +72+5.2% | Added |
| Sequoia Financial Advisors, LLC | 1,471 | $529.4K | 0.01% | +347+30.9% | Added |
| First Hawaiian Bank | 1,500 | $539.8K | 0.02% | −109−6.8% | Reduced |
| Fernwood Investment Management, LLC | 1,525 | $548.8K | 0.18% | −500−24.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $549.9K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,531 | $551.0K | 0.01% | +1,531 | New |
| Meeder Advisory Services, Inc. | 1,538 | $553.5K | 0.04% | −44−2.8% | Reduced |
| CAPROCK Group, Inc. | 1,584 | $570.1K | 0.02% | −4−0.3% | Reduced |
| Vestcor Inc | 1,586 | $571.0K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 1,591 | $572.6K | 0.00% | −808−33.7% | Reduced |
| Wetherby Asset Management Inc | 1,600 | $575.8K | 0.03% | +15+0.9% | Added |
| NEOS Investment Management LLC | 1,600 | $575.8K | 0.02% | +210+15.1% | Added |
| Pensionfund Sabic | 1,600 | $576.0K | 0.18% | −1,500−48.4% | Reduced |
| Banco Santander, S.A. | 1,630 | $586.6K | 0.01% | −5,243−76.3% | Reduced |
| Scissortail Wealth Management, LLC | 4 | $586.6K | 0.14% | −1,626−99.8% | Reduced |
| Savant Capital, LLC | 1,641 | $590.6K | 0.00% | +63+4.0% | Added |