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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, Q4 2024

Institutional positions in Waters Corp as of Dec 31, 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
761
+77 vs. Q3 2024
Shares held
57.1M
+695.5K (+1.2%) vs. Q3 2024
Total value
$21.2B
+$906.5M (+4.5%) vs. Q3 2024
New holders
131
269 more added
Sold out
54
233 more reduced

13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 761 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 heldQ4 2024: $21.2B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2024.

Institutions holding WAT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc1$3710.00%−14−93.3%Reduced
WestEnd Advisors, LLC1$3710.00%00.0%Unchanged
Concord Wealth Partners1$3710.00%00.0%Unchanged
JDM Financial Group LLC1$3710.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.1$3710.00%+1New
Kohmann Bosshard Financial Services, LLC1$3710.00%+1New
Sittner & Nelson, LLC1$3710.00%+1New
Activest Wealth Management1$3710.00%+1New
Sugar Maple Asset Management, LLC1$3710.00%+1New
Parkworth Wealth Management, Inc.1$3710.00%+1New
Winnow Wealth LLC2$4020.00%+2New
Chesapeake Asset Management LLC2$7410.00%+2New
Riggs Asset Managment Co. Inc.2$7420.00%00.0%Unchanged
Geneos Wealth Management Inc.2$7420.00%00.0%Unchanged
UMA Financial Services, Inc.2$7420.00%+2New
Principia Wealth Advisory, LLC2$7420.00%+2New
Whipplewood Advisors, LLC2$7420.00%+2New
1620 Investment Advisors, Inc.2$8790.00%00.0%Unchanged
Lazard Asset Management LLC3$1.00K0.00%−5−62.5%Reduced
Bellevue Asset Management, LLC3$1.11K0.00%+3New
Carolina Wealth Advisors, LLC3$1.11K0.00%00.0%Unchanged
Valued Wealth Advisors LLC3$1.11K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC3$1.11K0.00%+3New
Hexagon Capital Partners LLC3$1.11K0.00%+3New
Nemes Rush Group LLC3$1.11K0.00%+3New
WealthTrak Capital Management LLC3$1.11K0.00%+3New
NVWM, LLC4$1.48K0.00%+2+100.0%Added
NewSquare Capital LLC4$1.48K0.00%+4New
Cornerstone Planning Group LLC4$1.66K0.00%+1+33.3%Added
Kayne Anderson Rudnick Investment Management LLC4$1.80K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1.85K0.00%−2−28.6%Reduced
Longfellow Investment Management Co LLC5$1.85K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC5$1.85K0.00%+5New
Montag A & Associates Inc5$1.95K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.23K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC6$2.23K0.00%+6New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$2.60K0.00%+5+250.0%Added
Cullen/Frost Bankers, Inc.7$2.60K0.00%−30−81.1%Reduced
SJS Investment Consulting Inc.7$2.60K0.00%−1−12.5%Reduced
Tacita Capital Inc7$2.60K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.7$2.60K0.00%+7New
Johnson Financial Group, Inc.7$2.91K0.00%+5+250.0%Added
Armstrong Advisory Group, Inc8$2.97K0.00%00.0%Unchanged
Horizon Financial Services, LLC8$2.97K0.00%00.0%Unchanged
Human Investing LLC8$2.97K0.00%+8New
Carolinas Wealth Consulting LLC9$3.32K0.00%+3+50.0%Added
Park Place Capital Corp9$3.34K0.00%00.0%Unchanged
SBI Securities Co., Ltd.9$3.34K0.00%+9New
CoreCap Advisors, LLC9$3.34K0.00%+9New
Harbour Investments, Inc.10$3.71K0.00%−2−16.7%Reduced
Glen Eagle Advisors, LLC10$3.71K0.00%00.0%Unchanged
True Wealth Design, LLC10$3.71K0.00%+6+150.0%Added
Mowery & Schoenfeld Wealth Management, LLC10$3.71K0.01%+10New
Avion Wealth13$4.00K0.00%+3+30.0%Added
Aspect Partners, LLC11$4.08K0.00%00.0%Unchanged
Abound Wealth Management11$4.18K0.00%+3+37.5%Added
Creative Financial Designs Inc12$4.45K0.00%−2−14.3%Reduced
Truvestments Capital LLC12$4.45K0.00%+6+100.0%Added
Raleigh Capital Management Inc.14$5.19K0.00%+4+40.0%Added
Atala Financial Inc14$5.19K0.00%+14New
Bell Investment Advisors, Inc15$5.57K0.00%00.0%Unchanged
Albion Financial Group15$5.57K0.00%+15New
Key Financial Inc15$5.57K0.00%+15New
Ancora Advisors, LLC16$5.94K0.00%+16New
Dunhill Financial, LLC16$5.96K0.00%+3+23.1%Added
Eukles Asset Management18$6.68K0.00%00.0%Unchanged
Financial Management Professionals, Inc.19$7.05K0.00%00.0%Unchanged
DT Investment Partners, LLC19$7.05K0.00%00.0%Unchanged
Meeder Asset Management Inc20$7.42K0.00%−8−28.6%Reduced
Atwood & Palmer Inc20$7.42K0.00%00.0%Unchanged
Sierra Ocean, LLC20$7.42K0.01%+20New
Clark Wealth Partners20$7.42K0.01%+20New
Whittier Trust Co of Nevada Inc22$8.16K0.00%00.0%Unchanged
Sachetta, LLC22$8.16K0.00%+4+22.2%Added
Golden State Wealth Management, LLC24$8.90K0.00%+24New
Accredited Wealth Management, LLC25$9.28K0.01%+25New
Zions Bancorporation, N.A.27$10.0K0.00%−14−34.1%Reduced
Grove Bank & Trust28$10.4K0.00%−1,441−98.1%Reduced
Oarsman Capital, Inc.29$10.8K0.00%+6+26.1%Added
Frazier Financial Advisors, LLC30$11.1K0.01%00.0%Unchanged
West Paces Advisors Inc.30$11.1K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC31$11.5K0.00%−10−24.4%Reduced
GW&K Investment Management, LLC31$12.0K0.00%+1+3.3%Added
Castleview Partners, LLC33$12.2K0.01%−16−32.7%Reduced
Painted Porch Advisors LLC34$12.6K0.01%+34New
GWM Advisors LLC36$13.4K0.00%00.0%Unchanged
Private Wealth Management Group, LLC37$13.7K0.01%+3+8.8%Added
IFP Advisors, Inc37$13.7K0.00%−112−75.2%Reduced
Mechanics Financial Corp40$14.8K0.01%00.0%Unchanged
Wingate Wealth Advisors, Inc.40$14.8K0.01%+40New
Covestor Ltd42$16.0K0.01%+2+5.0%Added
ZRC Wealth Management, LLC44$16.3K0.01%00.0%Unchanged
Rise Advisors, LLC46$17.1K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc50$18.5K0.00%00.0%Unchanged
Kestra Investment Management, LLC50$18.5K0.00%+50New
JFS Wealth Advisors, LLC51$18.9K0.00%+2+4.1%Added
Continuum Advisory, LLC52$19.3K0.00%−1−1.9%Reduced
Prestige Wealth Management Group LLC52$19.3K0.00%00.0%Unchanged
Independence Bank of Kentucky53$19.7K0.00%+13+32.5%Added
Hemington Wealth Management56$20.0K0.01%+9+19.1%Added