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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 775 | $278.9K | 0.01% | −63−7.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $272.8K | 0.04% | +758 | New |
| Northstar Asset Management LLC | 754 | $271.4K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 743 | $267.4K | 0.00% | +743 | New |
| Anchor Capital Advisors LLC | 728 | $262.0K | 0.01% | −192−20.9% | Reduced |
| Beacon Investment Advisors LLC | 722 | $259.8K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 720 | $259.1K | 0.01% | +108+17.6% | Added |
| Canandaigua National Bank & Trust Co | 718 | $258.4K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 715 | $257.3K | 0.00% | −137−16.1% | Reduced |
| Panagora Asset Management Inc | 710 | $255.5K | 0.00% | −3−0.4% | Reduced |
| Benjamin Edwards Inc | 710 | $255.5K | 0.00% | +710 | New |
| Columbia Asset Management | 705 | $254.0K | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 704 | $253.4K | 0.02% | +9+1.3% | Added |
| Trust Asset Management LLC | 700 | $251.9K | 0.02% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 693 | $249.4K | 0.08% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 682 | $245.4K | 0.07% | +67+10.9% | Added |
| Barlow Wealth Partners, Inc. | 700 | $244.9K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 680 | $244.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 746 | $243.6K | 0.11% | +98+15.1% | Added |
| Procyon Private Wealth Partners, LLC | 663 | $238.5K | 0.02% | +663 | New |
| Advisory Services Network, LLC | 816 | $236.7K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 800 | $232.1K | 0.02% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 641 | $230.7K | 0.00% | +641 | New |
| Wealthcare Advisory Partners LLC | 639 | $230.0K | 0.01% | +639 | New |
| Flputnam Investment Management Co | 638 | $229.6K | 0.00% | +638 | New |
| E Fund Management Co., Ltd. | 638 | $229.6K | 0.01% | +638 | New |
| CIBC Private Wealth Group, LLC | 636 | $228.9K | 0.00% | +117+22.5% | Added |
| TownSquare Capital, LLC | 635 | $228.5K | 0.00% | +635 | New |
| Rockland Trust Co | 633 | $227.8K | 0.01% | +633 | New |
| Ritholtz Wealth Management | 626 | $225.3K | 0.01% | +626 | New |
| Siemens Fonds Invest GmbH | 624 | $224.6K | 0.02% | +624 | New |
| Ridgewood Investments LLC | 606 | $218.1K | 0.11% | 00.0% | Unchanged |
| Westpac Banking Corp | 605 | $217.7K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 605 | $217.7K | 0.02% | +605 | New |
| Waldron Private Wealth LLC | 603 | $217.0K | 0.01% | +603 | New |
| Cigna Investments Inc | 603 | $217.0K | 0.04% | +603 | New |
| Ameritas Investment Partners, Inc. | 601 | $216.3K | 0.01% | −39−6.1% | 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 |
| Brighton Jones LLC | 596 | $214.6K | 0.01% | −659−52.5% | Reduced |
| SRS Capital Advisors, Inc. | 584 | $210.2K | 0.02% | −22−3.6% | Reduced |
| David Loasby | 590 | $209.1K | 0.02% | +590 | New |
| Bank of Nova Scotia Trust Co | 578 | $208.0K | 0.02% | +578 | New |
| QRG Capital Management, Inc. | 577 | $207.6K | 0.00% | +577 | New |
| Boston Common Asset Management, LLC | 571 | $205.0K | 0.01% | +571 | New |
| Clearstead Advisors, LLC | 535 | $192.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 531 | $191.1K | 0.00% | −2,568−82.9% | Reduced |
| Larson Financial Group LLC | 503 | $181.0K | 0.01% | +188+59.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $179.6K | 0.01% | +353+241.8% | Added |
| Spire Wealth Management | 492 | $177.1K | 0.01% | +429+681.0% | Added |
| Sugarloaf Wealth Management, LLC | 489 | $176.0K | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $171.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 477 | $171.7K | 0.02% | −505−51.4% | Reduced |
| Brown Brothers Harriman & Co | 450 | $162.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 429 | $154.4K | 0.00% | −439−50.6% | Reduced |
| Central Trust Co | 425 | $153.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 424 | $152.7K | 0.00% | −57−11.9% | Reduced |
| Whittier Trust Co | 417 | $150.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 389 | $140.0K | 0.02% | +16+4.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 316 | $135.0K | 0.00% | +316 | New |
| Rosenberg Matthew Hamilton | 367 | $132.1K | 0.03% | +18+5.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 345 | $124.2K | 0.01% | +5+1.5% | Added |
| Deseret Mutual Benefit Administrators | 297 | $106.9K | 0.05% | −34−10.3% | Reduced |
| Smartleaf Asset Management LLC | 295 | $105.5K | 0.01% | +169+134.1% | Added |
| Morse Asset Management, Inc | 290 | $104.4K | 0.02% | +290 | New |
| Skopos Labs, Inc. | 282 | $101.5K | 0.03% | +282 | New |
| Penserra Capital Management LLC | 283 | $101.0K | 0.00% | +3+1.1% | Added |
| Bryn Mawr Trust Co | 279 | $100.4K | 0.00% | +279 | New |
| Kepos Capital LP | 268 | $96.0K | 0.04% | −55−17.0% | Reduced |
| Ronald Blue Trust, Inc. | 322 | $93.4K | 0.00% | +203+170.6% | Added |
| Sentry Investment Management LLC | 259 | $93.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 246 | $88.5K | 0.01% | +6+2.5% | 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 |
| Lindbrook Capital, LLC | 230 | $82.8K | 0.01% | +6+2.7% | Added |
| First Pacific Financial | 228 | $82.1K | 0.02% | +228 | New |
| Capstone Investment Advisors, LLC | 222 | $79.9K | 0.00% | −1,388−86.2% | Reduced |
| Federated Hermes, Inc. | 209 | $75.2K | 0.00% | +4+2.0% | Added |
| TFC Financial Management | 204 | $73.4K | 0.01% | +4+2.0% | Added |
| Alta Advisers Ltd | 200 | $72.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 194 | $69.8K | 0.00% | +23+13.5% | Added |
| GeoWealth Management, LLC | 188 | $67.7K | 0.00% | +188 | New |
| Itau Unibanco Holding S.A. | 186 | $66.9K | 0.00% | +72+63.2% | Added |
| Mirova | 184 | $66.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 181 | $65.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 172 | $61.9K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $60.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 162 | $58.1K | 0.01% | −30−15.6% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $57.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 155 | $55.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $53.6K | 0.00% | −72−32.6% | Reduced |
| Capital Advisors, Ltd. LLC | 143 | $51.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 122 | $43.9K | 0.00% | +20+19.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $43.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $40.3K | 0.00% | −26−18.8% | Reduced |
| Washington Trust Co | 110 | $39.6K | 0.00% | +3+2.8% | Added |
| Cape Investment Advisory, Inc. | 105 | $37.8K | 0.02% | +5+5.0% | Added |
| Asset Dedication, LLC | 100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $36.0K | 0.03% | 00.0% | Unchanged |