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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 4,624 | $1.72M | 0.00% | +1,301+39.2% | Added |
| Gulf International Bank (UK) Ltd | 4,616 | $1.71M | 0.04% | −46−1.0% | Reduced |
| Tredje AP-fonden | 4,607 | $1.71M | 0.02% | −4,606−50.0% | Reduced |
| Teza Capital Management LLC | 4,604 | $1.71M | 0.26% | +4,604 | New |
| Burney Co | 4,594 | $1.70M | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 4,565 | $1.69M | 0.00% | −4,648−50.5% | Reduced |
| Avanza Fonder AB | 4,445 | $1.65M | 0.05% | +4,445 | New |
| Pathstone Holdings, LLC | 4,428 | $1.64M | 0.01% | +512+13.1% | Added |
| Teachers Retirement System of the State of Kentucky | 4,420 | $1.64M | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 3,919 | $1.63M | 0.03% | −3,099−44.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,318 | $1.60M | 0.00% | +593+15.9% | Added |
| Blair William & Co | 4,281 | $1.59M | 0.00% | +226+5.6% | Added |
| Stock Yards Bank & Trust Co | 4,246 | $1.58M | 0.05% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,225 | $1.57M | 0.00% | +46+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,222 | $1.57M | 0.03% | +2,341+124.5% | Added |
| STRS Ohio | 4,181 | $1.55M | 0.01% | +4,181 | New |
| one8zero8, LLC | 4,150 | $1.54M | 0.33% | +4,150 | New |
| LaFleur & Godfrey LLC | 4,144 | $1.54M | 0.21% | −190−4.4% | Reduced |
| WBI Investments | 4,129 | $1.53M | 0.38% | +3,164+327.9% | Added |
| Cetera Investment Advisers | 4,087 | $1.52M | 0.00% | +158+4.0% | Added |
| Kentucky Retirement Systems | 4,079 | $1.51M | 0.04% | −56−1.4% | Reduced |
| Highline Wealth Partners LLC | 4,000 | $1.48M | 0.49% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,798 | $1.41M | 0.01% | −200−5.0% | Reduced |
| Neuberger Berman Group LLC | 3,754 | $1.39M | 0.00% | +331+9.7% | Added |
| Ferguson Wellman Capital Management, Inc | 3,745 | $1.39M | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,739 | $1.39M | 0.02% | +10.0% | Added |
| Hartford Investment Management Co | 3,668 | $1.36M | 0.04% | −71−1.9% | Reduced |
| Perbak Capital Partners LLP | 3,654 | $1.36M | 0.72% | +3,654 | New |
| Envestnet Portfolio Solutions, Inc. | 3,587 | $1.33M | 0.00% | +482+15.5% | Added |
| Apollon Wealth Management, LLC | 3,515 | $1.30M | 0.03% | +257+7.9% | Added |
| Fulton Bank, N.A. | 3,460 | $1.28M | 0.05% | −26−0.7% | Reduced |
| Bayesian Capital Management, LP | 3,436 | $1.27M | 0.16% | +3,436 | New |
| MainStreet Investment Advisors LLC | 3,381 | $1.25M | 0.18% | +40+1.2% | Added |
| Schroder Investment Management Group | 3,353 | $1.24M | 0.00% | −794−19.1% | Reduced |
| Millstone Evans Group, LLC | 3,307 | $1.23M | 0.84% | +3,307 | New |
| D.A. Davidson & Co. | 3,305 | $1.23M | 0.01% | +5+0.2% | Added |
| Mather Group, LLC. | 3,281 | $1.22M | 0.02% | −35−1.1% | Reduced |
| Maryland State Retirement & Pension System | 3,262 | $1.21M | 0.03% | −105−3.1% | Reduced |
| Wealthfront Advisers LLC | 3,255 | $1.21M | 0.00% | +349+12.0% | Added |
| Louisiana State Employees Retirement System | 3,200 | $1.19M | 0.02% | −100−3.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 3,191 | $1.18M | 0.39% | +3,191 | New |
| Securian Asset Management, Inc | 3,161 | $1.17M | 0.03% | −100−3.1% | Reduced |
| Suvretta Capital Management, LLC | 3,150 | $1.17M | 0.04% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,125 | $1.16M | 0.81% | −106−3.3% | Reduced |
| Coldstream Capital Management Inc | 3,123 | $1.16M | 0.02% | +141+4.7% | Added |
| Mission Wealth Management, LP | 3,094 | $1.15M | 0.03% | −83−2.6% | Reduced |
| Sanctuary Advisors, LLC | 2,735 | $1.14M | 0.01% | +302+12.4% | Added |
| Massmutual Trust Co FSB | 3,052 | $1.13M | 0.03% | −512−14.4% | Reduced |
| AXA S.A. | 3,048 | $1.13M | 0.00% | −17,864−85.4% | Reduced |
| Atria Investments LLC | 3,008 | $1.12M | 0.01% | −133−4.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,926 | $1.08M | 0.01% | +807+38.1% | Added |
| Grandfield & Dodd, LLC | 2,910 | $1.08M | 0.07% | 00.0% | Unchanged |
| Ossiam | 2,859 | $1.06M | 0.02% | −385−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,856 | $1.06M | 0.00% | +127+4.7% | Added |
| New Mexico Educational Retirement Board | 2,840 | $1.05M | 0.04% | −100−3.4% | Reduced |
| Oppenheimer & Co Inc | 2,841 | $1.05M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,834 | $1.05M | 0.02% | +470+19.9% | Added |
| Captrust Financial Advisors | 2,822 | $1.05M | 0.00% | +75+2.7% | Added |
| Aquatic Capital Management LLC | 2,808 | $1.04M | 0.03% | +2,808 | New |
| Becker Capital Management Inc | 2,750 | $1.02M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,728 | $1.00M | 0.00% | −1,983−42.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,675 | $992.4K | 0.03% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 2,652 | $983.8K | 0.91% | +2,652 | New |
| Norinchukin Bank, The | 2,648 | $982.4K | 0.02% | +219+9.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,628 | $978.0K | 0.01% | +552+26.6% | Added |
| Hyperion Capital Advisors LP | 2,635 | $977.5K | 0.50% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,610 | $968.4K | 0.01% | +465+21.7% | Added |
| Advisors Asset Management, Inc. | 2,605 | $966.4K | 0.02% | −1,029−28.3% | Reduced |
| Diversified Trust Co | 2,595 | $963.1K | 0.02% | −986−27.5% | Reduced |
| Kestra Advisory Services, LLC | 2,592 | $961.6K | 0.01% | +119+4.8% | Added |
| Aberdeen Wealth Management LLC | 2,562 | $950.5K | 0.65% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,538 | $941.5K | 0.00% | −244−8.8% | Reduced |
| 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 |
| Venturi Wealth Management, LLC | 2,496 | $926.0K | 0.05% | +1,585+174.0% | Added |
| Omers Administration Corp | 2,469 | $916.0K | 0.01% | +420+20.5% | Added |
| Trust Co of Vermont | 2,436 | $903.7K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 2,416 | $896.3K | 0.00% | +144+6.3% | Added |
| Warren Averett Asset Management, LLC | 2,356 | $874.0K | 0.01% | +56+2.4% | Added |
| Bank of Stockton | 2,351 | $872.2K | 0.27% | −66−2.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,300 | $853.3K | 0.01% | +2,300 | New |
| Ballentine Partners, LLC | 2,281 | $846.2K | 0.01% | −43−1.9% | Reduced |
| Guardian Partners Inc. | 2,225 | $832.6K | 0.08% | +2,225 | New |
| Gateway Investment Advisers LLC | 2,232 | $828.0K | 0.01% | −834−27.2% | Reduced |
| Fifth Third Bancorp | 2,221 | $823.9K | 0.00% | +84+3.9% | Added |
| NEOS Investment Management LLC | 2,203 | $817.3K | 0.02% | +603+37.7% | Added |
| Trillium Asset Management, LLC | 2,116 | $785.0K | 0.02% | −51−2.4% | Reduced |
| Absher Wealth Management, LLC | 2,052 | $761.3K | 0.10% | −835−28.9% | Reduced |
| Empirical Finance, LLC | 2,009 | $745.3K | 0.04% | −18−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,991 | $738.6K | 0.01% | −2,541−56.1% | Reduced |
| Forte Capital LLC | 1,959 | $726.8K | 0.08% | −18−0.9% | Reduced |
| Nomura Holdings Inc | 1,956 | $725.6K | 0.00% | +1,956 | New |
| Sterling Capital Management LLC | 1,944 | $721.2K | 0.01% | +413+27.0% | Added |
| Bokf, NA | 1,890 | $718.9K | 0.01% | −173−8.4% | Reduced |
| Keybank National Association | 1,924 | $713.8K | 0.00% | +40+2.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,922 | $713.0K | 0.07% | +183+10.5% | Added |
| Ieq Capital, LLC | 1,833 | $680.1K | 0.01% | +23+1.3% | Added |
| Allstate Corp | 1,792 | $664.8K | 0.02% | +1,792 | New |
| NorthCrest Asset Manangement, LLC | 1,755 | $651.1K | 0.02% | +4+0.2% | Added |
| Citadel Advisors LLC | 1,753 | $650.3K | 0.00% | +775+79.2% | Added |