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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 2,728 | $1.00M | 0.00% | −1,983−42.1% | Reduced |
| Becker Capital Management Inc | 2,750 | $1.02M | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,808 | $1.04M | 0.03% | +2,808 | New |
| Captrust Financial Advisors | 2,822 | $1.05M | 0.00% | +75+2.7% | Added |
| E. Ohman J:or Asset Management AB | 2,834 | $1.05M | 0.02% | +470+19.9% | Added |
| Oppenheimer & Co Inc | 2,841 | $1.05M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,840 | $1.05M | 0.04% | −100−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,856 | $1.06M | 0.00% | +127+4.7% | Added |
| Ossiam | 2,859 | $1.06M | 0.02% | −385−11.9% | Reduced |
| Grandfield & Dodd, LLC | 2,910 | $1.08M | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,926 | $1.08M | 0.01% | +807+38.1% | Added |
| Atria Investments LLC | 3,008 | $1.12M | 0.01% | −133−4.2% | Reduced |
| AXA S.A. | 3,048 | $1.13M | 0.00% | −17,864−85.4% | Reduced |
| Massmutual Trust Co FSB | 3,052 | $1.13M | 0.03% | −512−14.4% | Reduced |
| Sanctuary Advisors, LLC | 2,735 | $1.14M | 0.01% | +302+12.4% | Added |
| Mission Wealth Management, LP | 3,094 | $1.15M | 0.03% | −83−2.6% | Reduced |
| Coldstream Capital Management Inc | 3,123 | $1.16M | 0.02% | +141+4.7% | Added |
| Lederer & Associates Investment Counsel | 3,125 | $1.16M | 0.81% | −106−3.3% | Reduced |
| Suvretta Capital Management, LLC | 3,150 | $1.17M | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,161 | $1.17M | 0.03% | −100−3.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 3,191 | $1.18M | 0.39% | +3,191 | New |
| Louisiana State Employees Retirement System | 3,200 | $1.19M | 0.02% | −100−3.0% | Reduced |
| Wealthfront Advisers LLC | 3,255 | $1.21M | 0.00% | +349+12.0% | Added |
| Maryland State Retirement & Pension System | 3,262 | $1.21M | 0.03% | −105−3.1% | Reduced |
| Mather Group, LLC. | 3,281 | $1.22M | 0.02% | −35−1.1% | Reduced |
| D.A. Davidson & Co. | 3,305 | $1.23M | 0.01% | +5+0.2% | Added |
| Millstone Evans Group, LLC | 3,307 | $1.23M | 0.84% | +3,307 | New |
| Schroder Investment Management Group | 3,353 | $1.24M | 0.00% | −794−19.1% | Reduced |
| MainStreet Investment Advisors LLC | 3,381 | $1.25M | 0.18% | +40+1.2% | Added |
| Bayesian Capital Management, LP | 3,436 | $1.27M | 0.16% | +3,436 | New |
| Fulton Bank, N.A. | 3,460 | $1.28M | 0.05% | −26−0.7% | Reduced |
| Apollon Wealth Management, LLC | 3,515 | $1.30M | 0.03% | +257+7.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,587 | $1.33M | 0.00% | +482+15.5% | Added |
| Perbak Capital Partners LLP | 3,654 | $1.36M | 0.72% | +3,654 | New |
| Hartford Investment Management Co | 3,668 | $1.36M | 0.04% | −71−1.9% | Reduced |
| Welch & Forbes LLC | 3,739 | $1.39M | 0.02% | +10.0% | Added |
| Ferguson Wellman Capital Management, Inc | 3,745 | $1.39M | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,754 | $1.39M | 0.00% | +331+9.7% | Added |
| Toroso Investments, LLC | 3,798 | $1.41M | 0.01% | −200−5.0% | Reduced |
| Highline Wealth Partners LLC | 4,000 | $1.48M | 0.49% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,079 | $1.51M | 0.04% | −56−1.4% | Reduced |
| Cetera Investment Advisers | 4,087 | $1.52M | 0.00% | +158+4.0% | Added |
| WBI Investments | 4,129 | $1.53M | 0.38% | +3,164+327.9% | Added |
| LaFleur & Godfrey LLC | 4,144 | $1.54M | 0.21% | −190−4.4% | Reduced |
| one8zero8, LLC | 4,150 | $1.54M | 0.33% | +4,150 | New |
| STRS Ohio | 4,181 | $1.55M | 0.01% | +4,181 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,222 | $1.57M | 0.03% | +2,341+124.5% | Added |
| Allianz Asset Management GmbH | 4,225 | $1.57M | 0.00% | +46+1.1% | Added |
| Stock Yards Bank & Trust Co | 4,246 | $1.58M | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 4,281 | $1.59M | 0.00% | +226+5.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,318 | $1.60M | 0.00% | +593+15.9% | Added |
| Mondrian Investment Partners LTD | 3,919 | $1.63M | 0.03% | −3,099−44.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,420 | $1.64M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,428 | $1.64M | 0.01% | +512+13.1% | Added |
| Avanza Fonder AB | 4,445 | $1.65M | 0.05% | +4,445 | New |
| Canada Pension Plan Investment Board | 4,565 | $1.69M | 0.00% | −4,648−50.5% | Reduced |
| Burney Co | 4,594 | $1.70M | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,604 | $1.71M | 0.26% | +4,604 | New |
| Tredje AP-fonden | 4,607 | $1.71M | 0.02% | −4,606−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 4,616 | $1.71M | 0.04% | −46−1.0% | Reduced |
| Janney Montgomery Scott LLC | 4,624 | $1.72M | 0.00% | +1,301+39.2% | Added |
| HM Payson & Co | 4,660 | $1.73M | 0.03% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 4,687 | $1.74M | 0.73% | −2,221−32.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,814 | $1.79M | 0.04% | +2,256+88.2% | Added |
| Twin Tree Management, LP | 4,945 | $1.83M | 0.04% | +4,945 | New |
| ING Groep NV | 4,984 | $1.85M | 0.01% | +4,984 | New |
| Oregon Public Employees Retirement Fund | 5,082 | $1.89M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 5,098 | $1.89M | 0.00% | +1,924+60.6% | Added |
| Metis Global Partners, LLC | 5,162 | $1.91M | 0.06% | −309−5.6% | Reduced |
| North Star Asset Management Inc | 5,175 | $1.92M | 0.08% | −200−3.7% | Reduced |
| Mercer Global Advisors Inc | 5,242 | $1.94M | 0.00% | −132,884−96.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,347 | $1.98M | 0.13% | +5,347 | New |
| Advisor Group Holdings, Inc. | 7,275 | $2.01M | 0.00% | +3,230+79.9% | Added |
| Aviso Financial Inc. | 5,451 | $2.02M | 0.10% | +941+20.9% | Added |
| Brown Advisory Inc | 5,456 | $2.02M | 0.00% | −85−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,469 | $2.03M | 0.02% | +1,253+29.7% | Added |
| Private Advisor Group, LLC | 5,519 | $2.05M | 0.01% | −171−3.0% | Reduced |
| Parsons Capital Management Inc | 5,522 | $2.05M | 0.11% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,564 | $2.06M | 0.00% | −1,615−22.5% | Reduced |
| M&T Bank Corp | 5,619 | $2.08M | 0.01% | −90−1.6% | Reduced |
| Mizuho Securities USA LLC | 5,627 | $2.09M | 0.04% | +1,778+46.2% | Added |
| Foguth Wealth Management, LLC. | 5,114 | $2.10M | 0.55% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,684 | $2.11M | 0.04% | +9+0.2% | Added |
| La Banque Postale Asset Management SA | 5,763 | $2.14M | 0.03% | +5,763 | New |
| Ethic Inc. | 5,836 | $2.17M | 0.04% | +175+3.1% | Added |
| Cerity Partners LLC | 5,962 | $2.19M | 0.00% | +613+11.5% | Added |
| Candriam Luxembourg S.C.A. | 5,978 | $2.22M | 0.01% | −289−4.6% | Reduced |
| Pacer Advisors, Inc. | 6,000 | $2.23M | 0.00% | +734+13.9% | Added |
| EFG Asset Management (North America) Corp. | 6,056 | $2.24M | 0.31% | +1,659+37.7% | Added |
| Public Employees Retirement Association of Colorado | 6,080 | $2.26M | 0.01% | −10−0.2% | Reduced |
| Liontrust Investment Partners LLP | 6,120 | $2.27M | 0.03% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 6,159 | $2.28M | 0.26% | +30.0% | Added |
| Tokio Marine Asset Management Co Ltd | 6,359 | $2.36M | 0.08% | +4,551+251.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,412 | $2.38M | 0.02% | +162+2.6% | Added |
| Yousif Capital Management, LLC | 6,459 | $2.40M | 0.03% | −286−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,512 | $2.43M | 0.01% | +1,379+26.9% | Added |
| Arrowstreet Capital, Limited Partnership | 6,619 | $2.46M | 0.00% | −2,950−30.8% | Reduced |
| Storebrand Asset Management AS | 6,638 | $2.46M | 0.01% | +1,287+24.1% | Added |
| Spears Abacus Advisors LLC | 6,689 | $2.48M | 0.05% | −250−3.6% | Reduced |
| Rafferty Asset Management, LLC | 6,730 | $2.50M | 0.01% | +709+11.8% | Added |