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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 135,463 | $50.3M | 0.03% | +1,675+1.3% | Added |
| BLI - Banque de Luxembourg Investments | 136,600 | $50.7M | 1.38% | +136,600 | New |
| Mackenzie Financial Corp | 137,649 | $51.1M | 0.07% | −71,579−34.2% | Reduced |
| UBS Group AG | 142,879 | $53.0M | 0.01% | +35,785+33.4% | Added |
| Natixis Advisors, L.P. | 156,614 | $58.1M | 0.11% | +15,622+11.1% | Added |
| Epoch Investment Partners, Inc. | 163,890 | $60.8M | 0.29% | −1,819−1.1% | Reduced |
| Swiss National Bank | 167,700 | $62.2M | 0.04% | −8,400−4.8% | Reduced |
| JPMorgan Chase & Co | 167,882 | $62.3M | 0.00% | −137,779−45.1% | Reduced |
| Nordea Investment Management AB | 177,495 | $66.1M | 0.07% | −27,015−13.2% | Reduced |
| Newport Trust Co | 184,505 | $68.4M | 0.17% | −5,920−3.1% | Reduced |
| Robeco Schweiz AG | 185,148 | $68.7M | 1.47% | −34,717−15.8% | Reduced |
| Thrivent Financial for Lutherans | 189,401 | $70.3M | 0.14% | +186,778+7,120.8% | Added |
| Goldman Sachs Group Inc | 193,075 | $71.6M | 0.01% | +8,661+4.7% | Added |
| Artisan Partners Limited Partnership | 194,364 | $72.1M | 0.11% | +100+0.1% | Added |
| Nuveen Asset Management, LLC | 211,747 | $78.6M | 0.02% | +46,227+27.9% | Added |
| Royal Bank of Canada | 217,106 | $80.5M | 0.02% | +18,251+9.2% | Added |
| HSBC Holdings PLC | 218,608 | $81.1M | 0.05% | +7,964+3.8% | Added |
| Fenimore Asset Management Inc | 233,477 | $86.6M | 1.82% | +713+0.3% | Added |
| TD Asset Management Inc | 235,919 | $87.5M | 0.08% | −15,221−6.1% | Reduced |
| Beck Mack & Oliver LLC | 246,251 | $91.4M | 1.69% | −900.0% | Reduced |
| Standard Life Aberdeen plc | 256,115 | $95.0M | 0.18% | −7,448−2.8% | Reduced |
| Deutsche Bank AG | 266,947 | $99.0M | 0.04% | +29,558+12.5% | Added |
| Madison Asset Management, LLC | 282,076 | $104.6M | 1.18% | +24,205+9.4% | Added |
| Madison Investment Advisors, LLC | 282,076 | $104.6M | 1.18% | +282,076 | New |
| Amundi | 280,441 | $104.9M | 0.04% | −19,508−6.5% | Reduced |
| Voya Investment Management LLC | 294,932 | $109.3M | 0.11% | −97,574−24.9% | Reduced |
| Wellington Management Group LLP | 296,390 | $110.0M | 0.02% | +25,228+9.3% | Added |
| Marshall Wace, LLP | 303,076 | $112.4M | 0.14% | +246,738+438.0% | Added |
| Millennium Management LLC | 304,404 | $112.9M | 0.10% | +300,380+7,464.7% | Added |
| American Century Companies Inc | 332,587 | $123.4M | 0.07% | −925−0.3% | Reduced |
| First Trust Advisors LP | 367,916 | $136.5M | 0.12% | +28,141+8.3% | Added |
| Charles Schwab Investment Management Inc | 398,527 | $147.8M | 0.03% | +13,886+3.6% | Added |
| Boston Trust Walden Corp | 417,567 | $154.9M | 1.09% | −54,352−11.5% | Reduced |
| Bank of America Corp | 418,464 | $155.2M | 0.01% | −23,265−5.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 421,691 | $156.4M | 0.30% | +27,801+7.1% | Added |
| Legal & General Group Plc | 423,098 | $157.0M | 0.04% | −22,682−5.1% | Reduced |
| Champlain Investment Partners, LLC | 478,319 | $177.4M | 1.12% | −265,910−35.7% | Reduced |
| Dimensional Fund Advisors LP | 489,131 | $181.5M | 0.04% | −1,595−0.3% | Reduced |
| UBS Asset Management Americas Inc | 502,679 | $186.5M | 0.04% | +25,535+5.4% | Added |
| Mawer Investment Management Ltd. | 519,776 | $192.8M | 0.88% | −11,856−2.2% | Reduced |
| Findlay Park Partners LLP | 525,169 | $194.8M | 1.94% | +14,045+2.7% | Added |
| London Co of Virginia | 616,371 | $228.7M | 1.25% | −4,421−0.7% | Reduced |
| Morgan Stanley | 700,753 | $260.0M | 0.02% | +209,917+42.8% | Added |
| Impax Asset Management Group plc | 714,155 | $264.9M | 1.20% | +68,509+10.6% | Added |
| Northern Trust Corp | 724,067 | $268.6M | 0.04% | +99,030+15.8% | Added |
| Principal Financial Group Inc | 728,534 | $270.3M | 0.15% | +72,515+11.1% | Added |
| Norges Bank | 766,658 | $284.4M | 0.04% | −62,977−7.6% | Reduced |
| Guardcap Asset Management Ltd | 808,923 | $300.1M | 4.85% | −108,605−11.8% | Reduced |
| Ako Capital LLP | 815,379 | $302.5M | 4.18% | +25,172+3.2% | Added |
| Janus Henderson Group PLC | 889,306 | $329.9M | 0.17% | +3,713+0.4% | Added |
| Invesco Ltd. | 975,732 | $362.0M | 0.07% | −35,448−3.5% | Reduced |
| Fundsmith Investment Services Ltd. | 1,224,932 | $454.4M | 5.91% | −3,435−0.3% | Reduced |
| Geode Capital Management, LLC | 1,451,445 | $537.1M | 0.04% | +34,762+2.5% | Added |
| Generation Investment Management LLP | 1,530,119 | $567.6M | 2.96% | −275,756−15.3% | Reduced |
| Bank of New York Mellon Corp | 1,881,756 | $698.1M | 0.13% | −135,809−6.7% | Reduced |
| Massachusetts Financial Services Co | 1,943,267 | $720.9M | 0.23% | −195,625−9.1% | Reduced |
| State Street Corp | 2,602,002 | $965.3M | 0.04% | +24,269+0.9% | Added |
| Alliancebernstein L.P. | 2,654,002 | $984.6M | 0.33% | +212,364+8.7% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 3,634,522 | $1.35B | 5.75% | −11,477−0.3% | Reduced |
| BlackRock, Inc. | 6,483,503 | $2.41B | 0.05% | +586,449+9.9% | Added |
| Vanguard Group Inc | 7,098,668 | $2.63B | 0.05% | +19,456+0.3% | Added |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −66,915−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −58,223−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −13,765−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| Avanda Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −8,012−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,034−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |