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 |
|---|---|---|---|---|---|
| Arjuna Capital | 1,204 | $446.7K | 0.12% | +1,204 | New |
| Farther Finance Advisors, LLC | 1,213 | $450.1K | 0.02% | +9+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,217 | $451.5K | 0.04% | −80−6.2% | Reduced |
| Compass Ion Advisors, LLC | 1,217 | $451.5K | 0.05% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 1,227 | $455.2K | 0.00% | +1,227 | New |
| TownSquare Capital, LLC | 1,244 | $461.5K | 0.01% | +609+95.9% | Added |
| Brighton Jones LLC | 1,269 | $470.7K | 0.01% | +673+112.9% | Added |
| Assetmark, Inc | 1,270 | $471.1K | 0.00% | +70+5.8% | Added |
| Eads & Heald Wealth Management | 1,286 | $477.0K | 0.23% | +46+3.7% | Added |
| Ingalls & Snyder LLC | 1,290 | $479.0K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,200 | $486.3K | 0.09% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,312 | $486.7K | 0.41% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,313 | $487.1K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,316 | $488.2K | 0.04% | +427+48.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,329 | $493.0K | 0.10% | −400−23.1% | Reduced |
| First Financial Bank - Trust Division | 1,330 | $493.4K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,330 | $493.5K | 0.02% | +384+40.6% | Added |
| Avalon Trust Co | 1,335 | $495.3K | 0.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,338 | $496.0K | 0.14% | +1,338 | New |
| MeadowBrook Investment Advisors LLC | 1,355 | $502.7K | 0.45% | −59−4.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,355 | $502.7K | 0.01% | +1,355 | New |
| PFG Investments, LLC | 1,363 | $505.6K | 0.03% | +8+0.6% | Added |
| Brave Asset Management Inc | 1,366 | $506.8K | 0.16% | 00.0% | Unchanged |
| MAI Capital Management | 1,376 | $510.3K | 0.00% | +1,376 | New |
| Tema ETFs LLC | 1,383 | $513.1K | 0.21% | +1,383 | New |
| Exencial Wealth Advisors, LLC | 1,387 | $514.5K | 0.02% | +45+3.4% | Added |
| Beacon Pointe Advisors, LLC | 1,397 | $518.3K | 0.01% | +343+32.5% | Added |
| Phoenix Holdings Ltd. | 1,400 | $519.4K | 0.01% | −31−2.2% | Reduced |
| Beaton Management Co. Inc. | 1,402 | $520.0K | 0.27% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,414 | $524.6K | 0.18% | +1+0.1% | Added |
| Bryce Point Capital, LLC | 1,415 | $524.9K | 0.15% | +1,415 | New |
| Principal Securities, Inc. | 1,420 | $526.8K | 0.01% | +213+17.6% | Added |
| CWM, LLC | 1,422 | $528.0K | 0.00% | +241+20.4% | Added |
| Sequoia Financial Advisors, LLC | 1,445 | $536.1K | 0.01% | −26−1.8% | Reduced |
| Huntington National Bank | 1,460 | $541.6K | 0.00% | +83+6.0% | Added |
| GF Fund Management Co. Ltd. | 1,467 | $544.2K | 0.01% | +1,467 | New |
| Global Retirement Partners, LLC | 1,479 | $548.8K | 0.02% | +150+11.3% | Added |
| First Manhattan Co | 975 | $553.5K | 0.00% | +975 | New |
| Versor Investments LP | 1,502 | $557.2K | 0.10% | +1,502 | New |
| Brown, Lisle/Cummings, Inc. | 1,510 | $560.2K | 0.17% | +150+11.0% | Added |
| Fernwood Investment Management, LLC | 1,525 | $565.7K | 0.20% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,528 | $566.9K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,582 | $586.9K | 0.03% | −18−1.1% | Reduced |
| Vestcor Inc | 1,585 | $588.0K | 0.02% | −1−0.1% | Reduced |
| V-Square Quantitative Management LLC | 1,591 | $590.2K | 0.08% | −162−9.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,600 | $593.6K | 0.15% | +1,600 | New |
| Banco Santander, S.A. | 1,630 | $604.7K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,630 | $604.7K | 0.15% | +1,626+40,650.0% | Added |
| Guggenheim Capital LLC | 1,633 | $605.8K | 0.00% | −395−19.5% | Reduced |
| Greenleaf Trust | 1,646 | $610.6K | 0.01% | −137−7.7% | Reduced |
| Oak Ridge Investments LLC | 1,646 | $610.6K | 0.05% | −10−0.6% | Reduced |
| Everence Capital Management Inc | 1,646 | $611.0K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,670 | $619.5K | 0.30% | −62−3.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,670 | $619.5K | 0.47% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,701 | $631.0K | 0.03% | −15−0.9% | Reduced |
| Savant Capital, LLC | 1,704 | $632.2K | 0.00% | +63+3.8% | Added |
| Sheets Smith Wealth Management | 1,728 | $641.1K | 0.08% | −500−22.4% | Reduced |
| Lido Advisors, LLC | 1,734 | $643.3K | 0.00% | +38+2.2% | Added |
| Investment Advisory Group, LLC | 1,735 | $643.6K | 0.22% | −155−8.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,739 | $645.1K | 0.04% | +201+13.1% | Added |
| CAPROCK Group, Inc. | 1,749 | $648.8K | 0.02% | +165+10.4% | Added |
| Citadel Advisors LLC | 1,753 | $650.3K | 0.00% | +775+79.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,755 | $651.1K | 0.02% | +4+0.2% | Added |
| Allstate Corp | 1,792 | $664.8K | 0.02% | +1,792 | New |
| Ieq Capital, LLC | 1,833 | $680.1K | 0.01% | +23+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,922 | $713.0K | 0.07% | +183+10.5% | Added |
| Keybank National Association | 1,924 | $713.8K | 0.00% | +40+2.1% | Added |
| Bokf, NA | 1,890 | $718.9K | 0.01% | −173−8.4% | Reduced |
| Sterling Capital Management LLC | 1,944 | $721.2K | 0.01% | +413+27.0% | Added |
| Nomura Holdings Inc | 1,956 | $725.6K | 0.00% | +1,956 | New |
| Forte Capital LLC | 1,959 | $726.8K | 0.08% | −18−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,991 | $738.6K | 0.01% | −2,541−56.1% | Reduced |
| Empirical Finance, LLC | 2,009 | $745.3K | 0.04% | −18−0.9% | Reduced |
| Absher Wealth Management, LLC | 2,052 | $761.3K | 0.10% | −835−28.9% | Reduced |
| Trillium Asset Management, LLC | 2,116 | $785.0K | 0.02% | −51−2.4% | Reduced |
| NEOS Investment Management LLC | 2,203 | $817.3K | 0.02% | +603+37.7% | Added |
| Fifth Third Bancorp | 2,221 | $823.9K | 0.00% | +84+3.9% | Added |
| Gateway Investment Advisers LLC | 2,232 | $828.0K | 0.01% | −834−27.2% | Reduced |
| Guardian Partners Inc. | 2,225 | $832.6K | 0.08% | +2,225 | New |
| Ballentine Partners, LLC | 2,281 | $846.2K | 0.01% | −43−1.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,300 | $853.3K | 0.01% | +2,300 | New |
| Bank of Stockton | 2,351 | $872.2K | 0.27% | −66−2.7% | Reduced |
| Warren Averett Asset Management, LLC | 2,356 | $874.0K | 0.01% | +56+2.4% | Added |
| US Bancorp | 2,416 | $896.3K | 0.00% | +144+6.3% | Added |
| Trust Co of Vermont | 2,436 | $903.7K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 2,469 | $916.0K | 0.01% | +420+20.5% | Added |
| Venturi Wealth Management, LLC | 2,496 | $926.0K | 0.05% | +1,585+174.0% | Added |
| Shell Asset Management Co | 2,531 | $939.0K | 0.04% | −68−2.6% | Reduced |
| Park Avenue Securities LLC | 2,531 | $939.0K | 0.01% | +419+19.8% | Added |
| Vontobel Holding Ltd. | 2,538 | $941.5K | 0.00% | −244−8.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,562 | $950.5K | 0.65% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,592 | $961.6K | 0.01% | +119+4.8% | Added |
| Diversified Trust Co | 2,595 | $963.1K | 0.02% | −986−27.5% | Reduced |
| Advisors Asset Management, Inc. | 2,605 | $966.4K | 0.02% | −1,029−28.3% | Reduced |
| RSM US Wealth Management LLC | 2,610 | $968.4K | 0.01% | +465+21.7% | Added |
| Hyperion Capital Advisors LP | 2,635 | $977.5K | 0.50% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,628 | $978.0K | 0.01% | +552+26.6% | Added |
| Norinchukin Bank, The | 2,648 | $982.4K | 0.02% | +219+9.0% | Added |
| Cypress Advisory Group LLC | 2,652 | $983.8K | 0.91% | +2,652 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,675 | $992.4K | 0.03% | 00.0% | Unchanged |