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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 55 | $20.4K | 0.00% | +6+12.2% | Added |
| CVA Family Office, LLC | 59 | $21.9K | 0.00% | +11+22.9% | Added |
| First PREMIER Bank | 60 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $23.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 63 | $23.3K | 0.00% | +34+117.2% | Added |
| NBT Bank N A | 70 | $26.0K | 0.00% | −10−12.5% | Reduced |
| Bangor Savings Bank | 70 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $26.7K | 0.00% | −250−77.6% | Reduced |
| Indiana Trust & Investment Management CO | 73 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 74 | $27.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 75 | $27.8K | 0.01% | +75 | New |
| Riverview Trust Co | 82 | $30.4K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $34.1K | 0.02% | +92 | New |
| Steward Partners Investment Advisory, LLC | 94 | $34.9K | 0.00% | +53+129.3% | Added |
| Fortitude Family Office, LLC | 94 | $34.9K | 0.01% | +66+235.7% | Added |
| Parkside Financial Bank & Trust | 97 | $36.0K | 0.00% | +12+14.1% | Added |
| Smithfield Trust Co | 96 | $36.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 89 | $36.3K | 0.00% | −23−20.5% | Reduced |
| Jones Financial Companies LLLP | 98 | $36.4K | 0.00% | +19+24.1% | Added |
| Kennebec Savings Bank | 91 | $36.4K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $37.1K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $37.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 105 | $39.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 110 | $40.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 113 | $41.9K | 0.00% | −73−39.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 114 | $42.3K | 0.04% | +114 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $44.5K | 0.01% | +120 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $44.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 125 | $46.4K | 0.00% | +44+54.3% | Added |
| First Horizon Advisors, Inc. | 127 | $47.1K | 0.00% | +5+4.1% | Added |
| Capital Advisors, Ltd. LLC | 143 | $53.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 143 | $53.0K | 0.07% | +143 | New |
| Bogart Wealth, LLC | 158 | $58.6K | 0.00% | +3+1.9% | Added |
| Boyd Watterson Asset Management LLC | 160 | $59.4K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 166 | $61.6K | 0.01% | −15−8.3% | Reduced |
| R Squared Ltd | 170 | $63.1K | 0.06% | +170 | New |
| Global Financial Private Client, LLC | 170 | $63.4K | 0.02% | +2+1.2% | Added |
| Cromwell Holdings LLC | 172 | $63.8K | 0.04% | 00.0% | Unchanged |
| Mirova | 177 | $65.7K | 0.01% | −7−3.8% | Reduced |
| GeoWealth Management, LLC | 177 | $65.7K | 0.00% | −11−5.9% | Reduced |
| Mizuho Bank, Ltd. | 180 | $66.8K | 0.02% | +180 | New |
| Edmond de Rothschild Holding S.A. | 188 | $69.7K | 0.00% | +188 | New |
| Eagle Bay Advisors LLC | 194 | $72.0K | 0.05% | +194 | New |
| Versant Capital Management, Inc | 200 | $74.2K | 0.02% | +174+669.2% | Added |
| Allworth Financial LP | 184 | $75.1K | 0.00% | −10−5.2% | Reduced |
| TFC Financial Management | 204 | $75.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 223 | $83.0K | 0.04% | −36−13.9% | Reduced |
| First Pacific Financial | 228 | $84.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 229 | $85.0K | 0.01% | +67+41.4% | Added |
| Lindbrook Capital, LLC | 240 | $89.0K | 0.01% | +10+4.3% | Added |
| Evelyn Partners Investment Management LLP | 250 | $92.7K | 0.00% | +250 | New |
| Spire Wealth Management | 270 | $100.2K | 0.00% | −222−45.1% | Reduced |
| Federated Hermes, Inc. | 270 | $100.2K | 0.00% | +61+29.2% | Added |
| Deseret Mutual Benefit Administrators | 271 | $100.5K | 0.05% | −26−8.8% | Reduced |
| Bryn Mawr Trust Co | 280 | $103.9K | 0.00% | +1+0.4% | Added |
| Morse Asset Management, Inc | 290 | $107.6K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 291 | $108.0K | 0.01% | +45+18.3% | Added |
| Rothschild Investment LLC | 293 | $108.7K | 0.01% | +55+23.1% | Added |
| Eastern Bank | 300 | $111.3K | 0.00% | +300 | New |
| Foster Dykema Cabot & Partners, LLC | 340 | $126.1K | 0.01% | −5−1.4% | Reduced |
| Menard Financial Group LLC | 346 | $128.4K | 0.08% | +346 | New |
| Rosenberg Matthew Hamilton | 348 | $129.1K | 0.03% | −19−5.2% | Reduced |
| Sunbelt Securities, Inc. | 350 | $129.8K | 0.01% | +339+3,081.8% | Added |
| Skopos Labs, Inc. | 362 | $134.3K | 0.04% | +80+28.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 340 | $139.1K | 0.00% | +24+7.6% | Added |
| Harvest Fund Management Co., Ltd | 380 | $141.0K | 0.01% | +380 | New |
| Manchester Capital Management LLC | 391 | $145.1K | 0.02% | +2+0.5% | Added |
| Tompkins Financial Corp | 400 | $148.4K | 0.01% | +400 | New |
| CIBC Private Wealth Group, LLC | 399 | $149.3K | 0.00% | −237−37.3% | Reduced |
| Whittier Trust Co | 417 | $154.7K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 421 | $156.8K | 0.08% | +421 | New |
| Penserra Capital Management LLC | 427 | $157.0K | 0.00% | +144+50.9% | Added |
| Central Trust Co | 425 | $157.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 450 | $166.9K | 0.00% | +21+4.9% | Added |
| Exchange Traded Concepts, LLC | 463 | $171.8K | 0.00% | −68−12.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 463 | $171.8K | 0.03% | −26−5.3% | Reduced |
| Signaturefd, LLC | 497 | $184.6K | 0.00% | +73+17.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $184.9K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $185.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 537 | $199.2K | 0.01% | +34+6.8% | Added |
| Beacon Investment Advisors LLC | 541 | $200.7K | 0.09% | −181−25.1% | Reduced |
| Wedmont Private Capital | 530 | $201.6K | 0.01% | +530 | New |
| Reynders McVeigh Capital Management, LLC | 545 | $202.0K | 0.01% | +545 | New |
| Brown Brothers Harriman & Co | 546 | $202.6K | 0.00% | +96+21.3% | Added |
| Graypoint LLC | 547 | $202.9K | 0.01% | +547 | New |
| Clearstead Advisors, LLC | 548 | $203.3K | 0.00% | +13+2.4% | Added |
| Wolverine Trading, LLC | 549 | $203.6K | 0.00% | +549 | New |
| Kingswood Wealth Advisors, LLC | 550 | $204.0K | 0.02% | +550 | New |
| Teacher Retirement System of Texas | 556 | $206.0K | 0.00% | +556 | New |
| IMPACTfolio, LLC | 559 | $207.4K | 0.11% | +559 | New |
| Heartland Bank & Trust Co | 562 | $208.5K | 0.11% | +562 | New |
| SFE Investment Counsel | 570 | $211.5K | 0.04% | −709−55.4% | Reduced |
| AE Wealth Management LLC | 584 | $216.7K | 0.00% | +584 | New |
| Gilbert & Cook, Inc. | 591 | $219.2K | 0.03% | +591 | New |
| SRS Capital Advisors, Inc. | 595 | $220.7K | 0.01% | +11+1.9% | Added |
| David Loasby | 584 | $222.1K | 0.02% | −6−1.0% | Reduced |
| Birch Hill Investment Advisors LLC | 600 | $222.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $223.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 601 | $223.0K | 0.01% | +601 | New |
| Cigna Investments Inc | 603 | $224.0K | 0.04% | 00.0% | Unchanged |