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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 942 | $349.5K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 920 | $341.3K | 0.00% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 900 | $333.9K | 0.08% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 894 | $331.7K | 0.01% | +894 | New |
| KilterHowling LLC | 867 | $331.1K | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 890 | $330.2K | 0.02% | +45+5.3% | Added |
| United Advisor Group, LLC | 884 | $327.9K | 0.06% | +884 | New |
| QRG Capital Management, Inc. | 884 | $327.9K | 0.00% | +307+53.2% | Added |
| Rice Partnership, LLC | 882 | $327.2K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 880 | $326.5K | 0.10% | −50−5.4% | Reduced |
| Profund Advisors LLC | 877 | $325.3K | 0.01% | −78−8.2% | Reduced |
| MUFG Securities Americas Inc. | 877 | $325.3K | 0.04% | +877 | New |
| Resources Investment Advisors, LLC. | 877 | $325.2K | 0.00% | +26+3.1% | Added |
| Parallel Advisors, LLC | 856 | $317.6K | 0.01% | +136+18.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 833 | $309.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 821 | $304.6K | 0.02% | +821 | New |
| Viewpoint Capital Management LLC | 815 | $302.3K | 0.16% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,015 | $302.0K | 0.05% | +1,257+71.5% | Added |
| Syon Capital LLC | 811 | $300.9K | 0.03% | +811 | New |
| Horizon Investments, LLC | 810 | $300.5K | 0.01% | +5+0.6% | Added |
| Tealwood Asset Management Inc | 800 | $297.0K | 0.12% | +800 | New |
| Shufro Rose & Co LLC | 800 | $296.8K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 788 | $292.3K | 0.03% | +788 | New |
| Advisory Services Network, LLC | 763 | $283.1K | 0.01% | −53−6.5% | Reduced |
| Stiles Financial Services Inc | 763 | $283.1K | 0.10% | −105−12.1% | Reduced |
| Gen-Wealth Partners Inc | 759 | $281.6K | 0.12% | +13+1.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $281.2K | 0.04% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 757 | $280.8K | 0.61% | +757 | New |
| Gsa Capital Partners LLP | 755 | $280.0K | 0.02% | +755 | New |
| Northstar Asset Management LLC | 754 | $279.7K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 700 | $278.4K | 0.04% | 00.0% | Unchanged |
| South Dakota Investment Council | 747 | $277.0K | 0.01% | −1,238−62.4% | Reduced |
| Benjamin Edwards Inc | 744 | $276.0K | 0.00% | +34+4.8% | Added |
| Ipswich Investment Management Co., Inc. | 735 | $272.7K | 0.07% | −65−8.1% | Reduced |
| Rathbone Brothers plc | 725 | $269.0K | 0.00% | +725 | New |
| Canandaigua National Bank & Trust Co | 718 | $266.4K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 718 | $266.4K | 0.02% | +14+2.0% | Added |
| Columbia Asset Management | 705 | $261.5K | 0.05% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 705 | $261.5K | 0.04% | +705 | New |
| Trust Asset Management LLC | 700 | $259.7K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 700 | $259.7K | 0.02% | +700 | New |
| Intech Investment Management LLC | 700 | $259.7K | 0.00% | +700 | New |
| Anchor Capital Advisors LLC | 694 | $257.4K | 0.01% | −34−4.7% | Reduced |
| Cardinal Strategic Wealth Guidance | 693 | $257.1K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 689 | $255.6K | 0.00% | −86−11.1% | Reduced |
| Bleakley Financial Group, LLC | 675 | $250.4K | 0.01% | +75+12.5% | Added |
| Bedel Financial Consulting, Inc. | 600 | $248.5K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 668 | $247.8K | 0.02% | −1,422−68.0% | Reduced |
| Portland Global Advisors LLC | 657 | $243.7K | 0.03% | −154−19.0% | Reduced |
| Prospera Financial Services Inc | 654 | $242.6K | 0.01% | +654 | New |
| Bristol John W & Co Inc | 641 | $237.8K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 626 | $232.2K | 0.01% | −7−1.1% | Reduced |
| FourThought Financial Partners, LLC | 626 | $232.2K | 0.02% | +626 | New |
| Siemens Fonds Invest GmbH | 624 | $231.5K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 619 | $229.6K | 0.01% | −7−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 616 | $228.5K | 0.01% | −23−3.6% | Reduced |
| Vident Advisory, LLC | 611 | $226.7K | 0.00% | +611 | New |
| Waldron Private Wealth LLC | 610 | $226.3K | 0.01% | +7+1.2% | Added |
| Ridgewood Investments LLC | 606 | $224.8K | 0.11% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 606 | $224.8K | 0.01% | +606 | New |
| Middleton & Co Inc | 605 | $224.4K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 603 | $224.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $223.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 601 | $223.0K | 0.01% | +601 | New |
| Birch Hill Investment Advisors LLC | 600 | $222.6K | 0.01% | 00.0% | Unchanged |
| David Loasby | 584 | $222.1K | 0.02% | −6−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 595 | $220.7K | 0.01% | +11+1.9% | Added |
| Gilbert & Cook, Inc. | 591 | $219.2K | 0.03% | +591 | New |
| AE Wealth Management LLC | 584 | $216.7K | 0.00% | +584 | New |
| SFE Investment Counsel | 570 | $211.5K | 0.04% | −709−55.4% | Reduced |
| Heartland Bank & Trust Co | 562 | $208.5K | 0.11% | +562 | New |
| IMPACTfolio, LLC | 559 | $207.4K | 0.11% | +559 | New |
| Teacher Retirement System of Texas | 556 | $206.0K | 0.00% | +556 | New |
| Kingswood Wealth Advisors, LLC | 550 | $204.0K | 0.02% | +550 | New |
| Wolverine Trading, LLC | 549 | $203.6K | 0.00% | +549 | New |
| Clearstead Advisors, LLC | 548 | $203.3K | 0.00% | +13+2.4% | Added |
| Graypoint LLC | 547 | $202.9K | 0.01% | +547 | New |
| Brown Brothers Harriman & Co | 546 | $202.6K | 0.00% | +96+21.3% | Added |
| Reynders McVeigh Capital Management, LLC | 545 | $202.0K | 0.01% | +545 | New |
| Wedmont Private Capital | 530 | $201.6K | 0.01% | +530 | New |
| Beacon Investment Advisors LLC | 541 | $200.7K | 0.09% | −181−25.1% | Reduced |
| Larson Financial Group LLC | 537 | $199.2K | 0.01% | +34+6.8% | Added |
| Cacti Asset Management LLC | 500 | $185.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $184.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 497 | $184.6K | 0.00% | +73+17.2% | Added |
| Exchange Traded Concepts, LLC | 463 | $171.8K | 0.00% | −68−12.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 463 | $171.8K | 0.03% | −26−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 450 | $166.9K | 0.00% | +21+4.9% | Added |
| Central Trust Co | 425 | $157.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 427 | $157.0K | 0.00% | +144+50.9% | Added |
| Banque de Luxembourg S.A. | 421 | $156.8K | 0.08% | +421 | New |
| Whittier Trust Co | 417 | $154.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 399 | $149.3K | 0.00% | −237−37.3% | Reduced |
| Tompkins Financial Corp | 400 | $148.4K | 0.01% | +400 | New |
| Manchester Capital Management LLC | 391 | $145.1K | 0.02% | +2+0.5% | Added |
| Harvest Fund Management Co., Ltd | 380 | $141.0K | 0.01% | +380 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 340 | $139.1K | 0.00% | +24+7.6% | Added |
| Skopos Labs, Inc. | 362 | $134.3K | 0.04% | +80+28.4% | Added |
| Sunbelt Securities, Inc. | 350 | $129.8K | 0.01% | +339+3,081.8% | Added |
| Rosenberg Matthew Hamilton | 348 | $129.1K | 0.03% | −19−5.2% | Reduced |