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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 1,749 | $648.8K | 0.02% | +165+10.4% | Added |
| Meeder Advisory Services, Inc. | 1,739 | $645.1K | 0.04% | +201+13.1% | Added |
| Investment Advisory Group, LLC | 1,735 | $643.6K | 0.22% | −155−8.2% | Reduced |
| Lido Advisors, LLC | 1,734 | $643.3K | 0.00% | +38+2.2% | Added |
| Sheets Smith Wealth Management | 1,728 | $641.1K | 0.08% | −500−22.4% | Reduced |
| Savant Capital, LLC | 1,704 | $632.2K | 0.00% | +63+3.8% | Added |
| Applied Finance Capital Management, LLC | 1,701 | $631.0K | 0.03% | −15−0.9% | Reduced |
| 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 |
| Everence Capital Management Inc | 1,646 | $611.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Guggenheim Capital LLC | 1,633 | $605.8K | 0.00% | −395−19.5% | Reduced |
| 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 |
| Catalyst Funds Management Pty Ltd | 1,600 | $593.6K | 0.15% | +1,600 | New |
| V-Square Quantitative Management LLC | 1,591 | $590.2K | 0.08% | −162−9.2% | Reduced |
| Vestcor Inc | 1,585 | $588.0K | 0.02% | −1−0.1% | Reduced |
| Wetherby Asset Management Inc | 1,582 | $586.9K | 0.03% | −18−1.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $566.9K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,525 | $565.7K | 0.20% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,510 | $560.2K | 0.17% | +150+11.0% | Added |
| Versor Investments LP | 1,502 | $557.2K | 0.10% | +1,502 | New |
| First Manhattan Co | 975 | $553.5K | 0.00% | +975 | New |
| Global Retirement Partners, LLC | 1,479 | $548.8K | 0.02% | +150+11.3% | Added |
| GF Fund Management Co. Ltd. | 1,467 | $544.2K | 0.01% | +1,467 | New |
| Huntington National Bank | 1,460 | $541.6K | 0.00% | +83+6.0% | Added |
| Sequoia Financial Advisors, LLC | 1,445 | $536.1K | 0.01% | −26−1.8% | Reduced |
| CWM, LLC | 1,422 | $528.0K | 0.00% | +241+20.4% | Added |
| Principal Securities, Inc. | 1,420 | $526.8K | 0.01% | +213+17.6% | Added |
| Bryce Point Capital, LLC | 1,415 | $524.9K | 0.15% | +1,415 | New |
| Atlas Brown,Inc. | 1,414 | $524.6K | 0.18% | +1+0.1% | Added |
| Beaton Management Co. Inc. | 1,402 | $520.0K | 0.27% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,400 | $519.4K | 0.01% | −31−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,397 | $518.3K | 0.01% | +343+32.5% | Added |
| Exencial Wealth Advisors, LLC | 1,387 | $514.5K | 0.02% | +45+3.4% | Added |
| Tema ETFs LLC | 1,383 | $513.1K | 0.21% | +1,383 | New |
| MAI Capital Management | 1,376 | $510.3K | 0.00% | +1,376 | New |
| Brave Asset Management Inc | 1,366 | $506.8K | 0.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,363 | $505.6K | 0.03% | +8+0.6% | Added |
| 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 |
| Natural Investments, LLC | 1,338 | $496.0K | 0.14% | +1,338 | New |
| Avalon Trust Co | 1,335 | $495.3K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,330 | $493.5K | 0.02% | +384+40.6% | Added |
| First Financial Bank - Trust Division | 1,330 | $493.4K | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,329 | $493.0K | 0.10% | −400−23.1% | Reduced |
| GAMMA Investing LLC | 1,316 | $488.2K | 0.04% | +427+48.0% | Added |
| Marble Harbor Investment Counsel, LLC | 1,313 | $487.1K | 0.05% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,312 | $486.7K | 0.41% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,200 | $486.3K | 0.09% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,290 | $479.0K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,286 | $477.0K | 0.23% | +46+3.7% | Added |
| Assetmark, Inc | 1,270 | $471.1K | 0.00% | +70+5.8% | Added |
| Brighton Jones LLC | 1,269 | $470.7K | 0.01% | +673+112.9% | Added |
| TownSquare Capital, LLC | 1,244 | $461.5K | 0.01% | +609+95.9% | Added |
| APG Asset Management US Inc. | 1,227 | $455.2K | 0.00% | +1,227 | New |
| 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 |
| Farther Finance Advisors, LLC | 1,213 | $450.1K | 0.02% | +9+0.7% | Added |
| Arjuna Capital | 1,204 | $446.7K | 0.12% | +1,204 | New |
| Laurion Capital Management LP | 1,188 | $440.7K | 0.03% | +1,188 | New |
| Kovitz Investment Group Partners, LLC | 1,183 | $439.1K | 0.00% | +1,183 | New |
| Moody Lynn & Lieberson, LLC | 1,175 | $435.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,175 | $435.9K | 0.04% | +880+298.3% | Added |
| Global Endowment Management, LP | 1,164 | $431.8K | 0.06% | −210−15.3% | Reduced |
| Ransom Advisory, Ltd | 1,150 | $426.6K | 0.20% | −50−4.2% | Reduced |
| Verition Fund Management LLC | 1,144 | $424.4K | 0.00% | −87−7.1% | Reduced |
| Panagora Asset Management Inc | 1,138 | $422.2K | 0.00% | +428+60.3% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $422.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,125 | $417.4K | 0.00% | +903+406.8% | Added |
| Avantax Advisory Services, Inc. | 1,114 | $413.3K | 0.00% | +121+12.2% | Added |
| Claret Asset Management Corp | 1,103 | $409.0K | 0.06% | +38+3.6% | Added |
| Coastline Trust Co | 1,100 | $408.1K | 0.05% | −109−9.0% | Reduced |
| Pensionfund Sabic | 1,100 | $408.0K | 0.11% | −500−31.3% | Reduced |
| Umb Bank N A | 1,095 | $406.2K | 0.01% | +22+2.1% | Added |
| NorthRock Partners, LLC | 1,090 | $404.4K | 0.01% | +79+7.8% | Added |
| Johnson Investment Counsel Inc | 1,084 | $402.1K | 0.00% | −3−0.3% | Reduced |
| Pitcairn Co | 1,074 | $398.4K | 0.02% | −69−6.0% | Reduced |
| Advisory Alpha, LLC | 1,065 | $395.1K | 0.01% | +27+2.6% | Added |
| Accredited Investors Inc. | 1,053 | $390.6K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,047 | $388.4K | 0.00% | +93+9.7% | Added |
| Seeds Investor LLC | 1,041 | $386.2K | 0.11% | −48−4.4% | Reduced |
| GTS Securities LLC | 1,040 | $385.8K | 0.02% | −746−41.8% | Reduced |
| Sienna Gestion | 1,033 | $383.2K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,026 | $380.6K | 0.01% | +61+6.3% | Added |
| Integrated Wealth Concepts LLC | 1,018 | $377.7K | 0.00% | +168+19.8% | Added |
| Canada Post Corp Registered Pension Plan | 1,014 | $376.2K | 0.02% | +1,014 | New |
| Argent Trust Co | 1,005 | $372.8K | 0.02% | +163+19.4% | Added |
| iA Global Asset Management Inc. | 999 | $371.0K | 0.01% | +999 | New |
| 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 |
| E Fund Management Co., Ltd. | 996 | $369.5K | 0.02% | +358+56.1% | Added |
| Procyon Private Wealth Partners, LLC | 994 | $368.8K | 0.02% | +331+49.9% | Added |
| TD Private Client Wealth LLC | 993 | $368.4K | 0.01% | +182+22.4% | Added |
| Federation des caisses Desjardins du Quebec | 993 | $368.3K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 991 | $368.0K | 0.03% | +69+7.5% | Added |
| Empowered Funds, LLC | 966 | $358.4K | 0.01% | +28+3.0% | Added |
| HB Wealth Management, LLC | 964 | $357.6K | 0.00% | +249+34.8% | Added |
| Snowden Capital Advisors LLC | 942 | $349.5K | 0.01% | −157−14.3% | Reduced |