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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 605 | $224.4K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 606 | $224.8K | 0.11% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 606 | $224.8K | 0.01% | +606 | New |
| Waldron Private Wealth LLC | 610 | $226.3K | 0.01% | +7+1.2% | Added |
| Vident Advisory, LLC | 611 | $226.7K | 0.00% | +611 | New |
| Wealthcare Advisory Partners LLC | 616 | $228.5K | 0.01% | −23−3.6% | Reduced |
| Ritholtz Wealth Management | 619 | $229.6K | 0.01% | −7−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 624 | $231.5K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 626 | $232.2K | 0.02% | +626 | New |
| Rockland Trust Co | 626 | $232.2K | 0.01% | −7−1.1% | Reduced |
| Bristol John W & Co Inc | 641 | $237.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 654 | $242.6K | 0.01% | +654 | New |
| Portland Global Advisors LLC | 657 | $243.7K | 0.03% | −154−19.0% | Reduced |
| Ostrum Asset Management | 668 | $247.8K | 0.02% | −1,422−68.0% | Reduced |
| Bedel Financial Consulting, Inc. | 600 | $248.5K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 675 | $250.4K | 0.01% | +75+12.5% | Added |
| Buckingham Strategic Partners | 689 | $255.6K | 0.00% | −86−11.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 693 | $257.1K | 0.08% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 694 | $257.4K | 0.01% | −34−4.7% | Reduced |
| Intech Investment Management LLC | 700 | $259.7K | 0.00% | +700 | New |
| Trust Asset Management LLC | 700 | $259.7K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 700 | $259.7K | 0.02% | +700 | New |
| Columbia Asset Management | 705 | $261.5K | 0.05% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 705 | $261.5K | 0.04% | +705 | New |
| Canandaigua National Bank & Trust Co | 718 | $266.4K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 718 | $266.4K | 0.02% | +14+2.0% | Added |
| Rathbone Brothers plc | 725 | $269.0K | 0.00% | +725 | New |
| Ipswich Investment Management Co., Inc. | 735 | $272.7K | 0.07% | −65−8.1% | Reduced |
| Benjamin Edwards Inc | 744 | $276.0K | 0.00% | +34+4.8% | Added |
| South Dakota Investment Council | 747 | $277.0K | 0.01% | −1,238−62.4% | Reduced |
| Barlow Wealth Partners, Inc. | 700 | $278.4K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $279.7K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 755 | $280.0K | 0.02% | +755 | New |
| Ground Swell Capital, LLC | 757 | $280.8K | 0.61% | +757 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $281.2K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 759 | $281.6K | 0.12% | +13+1.7% | Added |
| Stiles Financial Services Inc | 763 | $283.1K | 0.10% | −105−12.1% | Reduced |
| Advisory Services Network, LLC | 763 | $283.1K | 0.01% | −53−6.5% | Reduced |
| Petrus Trust Company, LTA | 788 | $292.3K | 0.03% | +788 | New |
| Shufro Rose & Co LLC | 800 | $296.8K | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 800 | $297.0K | 0.12% | +800 | New |
| Horizon Investments, LLC | 810 | $300.5K | 0.01% | +5+0.6% | Added |
| Syon Capital LLC | 811 | $300.9K | 0.03% | +811 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,015 | $302.0K | 0.05% | +1,257+71.5% | Added |
| Viewpoint Capital Management LLC | 815 | $302.3K | 0.16% | 00.0% | Unchanged |
| Callan Family Office, LLC | 821 | $304.6K | 0.02% | +821 | New |
| Meiji Yasuda Asset Management Co Ltd. | 833 | $309.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 856 | $317.6K | 0.01% | +136+18.9% | Added |
| Resources Investment Advisors, LLC. | 877 | $325.2K | 0.00% | +26+3.1% | Added |
| Profund Advisors LLC | 877 | $325.3K | 0.01% | −78−8.2% | Reduced |
| MUFG Securities Americas Inc. | 877 | $325.3K | 0.04% | +877 | New |
| Clean Yield Group | 880 | $326.5K | 0.10% | −50−5.4% | Reduced |
| Rice Partnership, LLC | 882 | $327.2K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 884 | $327.9K | 0.00% | +307+53.2% | Added |
| United Advisor Group, LLC | 884 | $327.9K | 0.06% | +884 | New |
| Quadrant Capital Group LLC | 890 | $330.2K | 0.02% | +45+5.3% | Added |
| KilterHowling LLC | 867 | $331.1K | 0.19% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 894 | $331.7K | 0.01% | +894 | New |
| KPP Advisory Services LLC | 900 | $333.9K | 0.08% | 00.0% | Unchanged |
| Fiera Capital Corp | 920 | $341.3K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 942 | $349.5K | 0.01% | −157−14.3% | Reduced |
| Chilton Investment Co LLC | 942 | $349.5K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 964 | $357.6K | 0.00% | +249+34.8% | Added |
| Empowered Funds, LLC | 966 | $358.4K | 0.01% | +28+3.0% | Added |
| Boston Family Office LLC | 991 | $368.0K | 0.03% | +69+7.5% | Added |
| Federation des caisses Desjardins du Quebec | 993 | $368.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 993 | $368.4K | 0.01% | +182+22.4% | Added |
| Procyon Private Wealth Partners, LLC | 994 | $368.8K | 0.02% | +331+49.9% | Added |
| E Fund Management Co., Ltd. | 996 | $369.5K | 0.02% | +358+56.1% | Added |
| Heritage Investment Group, Inc. | 1,000 | $371.0K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,000 | $371.0K | 0.02% | +395+65.3% | Added |
| iA Global Asset Management Inc. | 999 | $371.0K | 0.01% | +999 | New |
| Argent Trust Co | 1,005 | $372.8K | 0.02% | +163+19.4% | Added |
| Canada Post Corp Registered Pension Plan | 1,014 | $376.2K | 0.02% | +1,014 | New |
| Integrated Wealth Concepts LLC | 1,018 | $377.7K | 0.00% | +168+19.8% | Added |
| Crestwood Advisors Group LLC | 1,026 | $380.6K | 0.01% | +61+6.3% | Added |
| Sienna Gestion | 1,033 | $383.2K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 1,040 | $385.8K | 0.02% | −746−41.8% | Reduced |
| Seeds Investor LLC | 1,041 | $386.2K | 0.11% | −48−4.4% | Reduced |
| Tiaa Trust, National Association | 1,047 | $388.4K | 0.00% | +93+9.7% | Added |
| Accredited Investors Inc. | 1,053 | $390.6K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,065 | $395.1K | 0.01% | +27+2.6% | Added |
| Pitcairn Co | 1,074 | $398.4K | 0.02% | −69−6.0% | Reduced |
| Johnson Investment Counsel Inc | 1,084 | $402.1K | 0.00% | −3−0.3% | Reduced |
| NorthRock Partners, LLC | 1,090 | $404.4K | 0.01% | +79+7.8% | Added |
| Umb Bank N A | 1,095 | $406.2K | 0.01% | +22+2.1% | Added |
| Pensionfund Sabic | 1,100 | $408.0K | 0.11% | −500−31.3% | Reduced |
| Coastline Trust Co | 1,100 | $408.1K | 0.05% | −109−9.0% | Reduced |
| Claret Asset Management Corp | 1,103 | $409.0K | 0.06% | +38+3.6% | Added |
| Avantax Advisory Services, Inc. | 1,114 | $413.3K | 0.00% | +121+12.2% | Added |
| Capstone Investment Advisors, LLC | 1,125 | $417.4K | 0.00% | +903+406.8% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $422.0K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,138 | $422.2K | 0.00% | +428+60.3% | Added |
| Verition Fund Management LLC | 1,144 | $424.4K | 0.00% | −87−7.1% | Reduced |
| Ransom Advisory, Ltd | 1,150 | $426.6K | 0.20% | −50−4.2% | Reduced |
| Global Endowment Management, LP | 1,164 | $431.8K | 0.06% | −210−15.3% | Reduced |
| Smartleaf Asset Management LLC | 1,175 | $435.9K | 0.04% | +880+298.3% | Added |
| Moody Lynn & Lieberson, LLC | 1,175 | $435.9K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,183 | $439.1K | 0.00% | +1,183 | New |
| Laurion Capital Management LP | 1,188 | $440.7K | 0.03% | +1,188 | New |