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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 1,600 | $576.0K | 0.18% | −1,500−48.4% | 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 |
| FIL Ltd | 1,591 | $572.6K | 0.00% | −808−33.7% | Reduced |
| Vestcor Inc | 1,586 | $571.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,584 | $570.1K | 0.02% | −4−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,538 | $553.5K | 0.04% | −44−2.8% | Reduced |
| Sterling Capital Management LLC | 1,531 | $551.0K | 0.01% | +1,531 | New |
| Lowe Brockenbrough & Co Inc | 1,528 | $549.9K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,525 | $548.8K | 0.18% | −500−24.7% | Reduced |
| First Hawaiian Bank | 1,500 | $539.8K | 0.02% | −109−6.8% | Reduced |
| Sequoia Financial Advisors, LLC | 1,471 | $529.4K | 0.01% | +347+30.9% | Added |
| Grove Bank & Trust | 1,469 | $528.7K | 0.08% | +72+5.2% | Added |
| Phoenix Holdings Ltd. | 1,431 | $516.0K | 0.01% | +77+5.7% | Added |
| MeadowBrook Investment Advisors LLC | 1,414 | $508.9K | 0.46% | −15−1.0% | Reduced |
| Atlas Brown,Inc. | 1,413 | $508.5K | 0.18% | −1−0.1% | Reduced |
| Beaton Management Co. Inc. | 1,402 | $505.0K | 0.26% | 00.0% | Unchanged |
| Huntington National Bank | 1,377 | $495.6K | 0.00% | +48+3.6% | Added |
| Global Endowment Management, LP | 1,374 | $494.5K | 0.05% | −390−22.1% | Reduced |
| Brave Asset Management Inc | 1,366 | $491.6K | 0.12% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,360 | $489.4K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,355 | $487.7K | 0.03% | +80+6.3% | Added |
| Landscape Capital Management, L.L.C. | 1,343 | $483.3K | 0.05% | +1,343 | New |
| Exencial Wealth Advisors, LLC | 1,342 | $483.0K | 0.02% | +127+10.5% | Added |
| Raymond James Trust N.A. | 1,340 | $482.3K | 0.01% | +32+2.4% | Added |
| Lighthouse Investment Partners, LLC | 1,336 | $480.8K | 0.03% | +1,336 | New |
| Avalon Trust Co | 1,335 | $480.5K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,330 | $478.7K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,329 | $478.4K | 0.01% | +342+34.7% | Added |
| Marble Harbor Investment Counsel, LLC | 1,313 | $472.5K | 0.05% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,312 | $472.2K | 0.40% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,297 | $466.8K | 0.04% | +9+0.7% | Added |
| Ingalls & Snyder LLC | 1,290 | $464.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,285 | $462.5K | 0.18% | +1,285 | New |
| SFE Investment Counsel | 1,279 | $460.3K | 0.10% | −51−3.8% | Reduced |
| SevenBridge Financial Group, LLC | 1,200 | $456.9K | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,251 | $450.2K | 0.00% | +29+2.4% | Added |
| 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 |
| Verition Fund Management LLC | 1,231 | $443.0K | 0.00% | −6,224−83.5% | Reduced |
| Compass Ion Advisors, LLC | 1,217 | $438.0K | 0.05% | +5+0.4% | Added |
| Coastline Trust Co | 1,209 | $435.1K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,207 | $434.4K | 0.01% | +123+11.3% | Added |
| Farther Finance Advisors, LLC | 1,204 | $433.1K | 0.02% | +78+6.9% | 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 |
| Summit Trail Advisors, LLC | 1,198 | $431.1K | 0.01% | +28+2.4% | Added |
| CWM, LLC | 1,181 | $425.0K | 0.00% | +99+9.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,175 | $422.9K | 0.03% | −5−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,160 | $417.5K | 0.25% | +1,160 | New |
| Pitcairn Co | 1,143 | $411.4K | 0.02% | −311−21.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,137 | $409.0K | 0.03% | −285−20.0% | Reduced |
| PDT Partners, LLC | 1,131 | $407.0K | 0.04% | +3+0.3% | Added |
| Snowden Capital Advisors LLC | 1,099 | $395.5K | 0.01% | −2−0.2% | Reduced |
| Seeds Investor LLC | 1,089 | $391.9K | 0.15% | +74+7.3% | Added |
| Johnson Investment Counsel Inc | 1,087 | $391.2K | 0.00% | +3+0.3% | Added |
| Umb Bank N A | 1,073 | $386.2K | 0.01% | +5+0.5% | Added |
| Claret Asset Management Corp | 1,065 | $383.0K | 0.06% | +3+0.3% | Added |
| Beacon Pointe Advisors, LLC | 1,054 | $379.3K | 0.00% | −30−2.8% | Reduced |
| Accredited Investors Inc. | 1,053 | $379.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,038 | $374.0K | 0.14% | −12−1.1% | Reduced |
| Advisory Alpha, LLC | 1,038 | $373.6K | 0.01% | −2−0.2% | Reduced |
| Sienna Gestion | 1,033 | $370.9K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,011 | $363.8K | 0.01% | −19−1.8% | Reduced |
| Heritage Investment Group, Inc. | 1,000 | $359.9K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 993 | $357.4K | 0.00% | +239+31.7% | Added |
| Federation des caisses Desjardins du Quebec | 993 | $357.3K | 0.00% | +410+70.3% | Added |
| MBB Public Markets I LLC | 990 | $356.3K | 0.03% | −3,410−77.5% | Reduced |
| Citadel Advisors LLC | 978 | $352.0K | 0.00% | −80,321−98.8% | Reduced |
| Crestwood Advisors Group LLC | 965 | $347.3K | 0.01% | +55+6.0% | Added |
| WBI Investments | 965 | $347.3K | 0.08% | +965 | New |
| Morningstar Investment Services LLC | 964 | $344.0K | 0.00% | +964 | New |
| Profund Advisors LLC | 955 | $343.7K | 0.01% | +31+3.4% | Added |
| Tiaa Trust, National Association | 954 | $343.3K | 0.00% | −27−2.8% | Reduced |
| Garrison Asset Management, LLC | 952 | $342.6K | 0.17% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 946 | $340.6K | 0.02% | +946 | New |
| Chilton Investment Co LLC | 942 | $339.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 938 | $337.6K | 0.01% | −2,931−75.8% | Reduced |
| Clean Yield Group | 930 | $334.7K | 0.11% | −5−0.5% | Reduced |
| Boston Family Office LLC | 922 | $332.0K | 0.02% | +166+22.0% | Added |
| Fiera Capital Corp | 920 | $331.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 911 | $327.9K | 0.02% | +310+51.6% | Added |
| Jane Street Group, LLC | 907 | $326.4K | 0.00% | −13,775−93.8% | Reduced |
| KPP Advisory Services LLC | 900 | $323.9K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 889 | $319.9K | 0.03% | +131+17.3% | Added |
| Rice Partnership, LLC | 882 | $317.4K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 868 | $312.4K | 0.11% | 00.0% | Unchanged |
| KilterHowling LLC | 867 | $312.0K | 0.20% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 851 | $306.2K | 0.00% | +31+3.8% | Added |
| Integrated Wealth Concepts LLC | 850 | $305.9K | 0.00% | +2+0.2% | Added |
| Quadrant Capital Group LLC | 845 | $304.1K | 0.02% | −15−1.7% | Reduced |
| Argent Trust Co | 842 | $303.0K | 0.01% | −168−16.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 833 | $299.8K | 0.01% | −60−6.7% | Reduced |
| Dark Forest Capital Management LP | 823 | $296.2K | 0.04% | +823 | New |
| 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 |
| Viewpoint Capital Management LLC | 815 | $291.2K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 805 | $289.7K | 0.01% | −45−5.3% | 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 |