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 |
|---|---|---|---|---|---|
| Menard Financial Group LLC | 346 | $128.4K | 0.08% | +346 | New |
| Foster Dykema Cabot & Partners, LLC | 340 | $126.1K | 0.01% | −5−1.4% | Reduced |
| Eastern Bank | 300 | $111.3K | 0.00% | +300 | New |
| Rothschild Investment LLC | 293 | $108.7K | 0.01% | +55+23.1% | Added |
| Leonteq Securities AG | 291 | $108.0K | 0.01% | +45+18.3% | Added |
| Morse Asset Management, Inc | 290 | $107.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 280 | $103.9K | 0.00% | +1+0.4% | Added |
| Deseret Mutual Benefit Administrators | 271 | $100.5K | 0.05% | −26−8.8% | Reduced |
| Spire Wealth Management | 270 | $100.2K | 0.00% | −222−45.1% | Reduced |
| Federated Hermes, Inc. | 270 | $100.2K | 0.00% | +61+29.2% | Added |
| Evelyn Partners Investment Management LLP | 250 | $92.7K | 0.00% | +250 | New |
| Lindbrook Capital, LLC | 240 | $89.0K | 0.01% | +10+4.3% | Added |
| Quent Capital, LLC | 229 | $85.0K | 0.01% | +67+41.4% | Added |
| First Pacific Financial | 228 | $84.6K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 223 | $83.0K | 0.04% | −36−13.9% | Reduced |
| TFC Financial Management | 204 | $75.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 184 | $75.1K | 0.00% | −10−5.2% | Reduced |
| Versant Capital Management, Inc | 200 | $74.2K | 0.02% | +174+669.2% | Added |
| Eagle Bay Advisors LLC | 194 | $72.0K | 0.05% | +194 | New |
| Edmond de Rothschild Holding S.A. | 188 | $69.7K | 0.00% | +188 | New |
| Mizuho Bank, Ltd. | 180 | $66.8K | 0.02% | +180 | New |
| GeoWealth Management, LLC | 177 | $65.7K | 0.00% | −11−5.9% | Reduced |
| Mirova | 177 | $65.7K | 0.01% | −7−3.8% | Reduced |
| Cromwell Holdings LLC | 172 | $63.8K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 170 | $63.4K | 0.02% | +2+1.2% | Added |
| R Squared Ltd | 170 | $63.1K | 0.06% | +170 | New |
| GPS Wealth Strategies Group, LLC | 166 | $61.6K | 0.01% | −15−8.3% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $59.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 158 | $58.6K | 0.00% | +3+1.9% | Added |
| Bayforest Capital Ltd | 143 | $53.0K | 0.07% | +143 | New |
| Capital Advisors, Ltd. LLC | 143 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $47.1K | 0.00% | +5+4.1% | Added |
| EverSource Wealth Advisors, LLC | 125 | $46.4K | 0.00% | +44+54.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $44.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $44.5K | 0.01% | +120 | New |
| Murphy & Mullick Capital Management Corp | 114 | $42.3K | 0.04% | +114 | New |
| Itau Unibanco Holding S.A. | 113 | $41.9K | 0.00% | −73−39.2% | Reduced |
| Washington Trust Co | 110 | $40.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 105 | $39.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $37.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $37.1K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 91 | $36.4K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $36.4K | 0.00% | +19+24.1% | Added |
| Proequities, Inc. | 89 | $36.3K | 0.00% | −23−20.5% | Reduced |
| Smithfield Trust Co | 96 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 97 | $36.0K | 0.00% | +12+14.1% | Added |
| Steward Partners Investment Advisory, LLC | 94 | $34.9K | 0.00% | +53+129.3% | Added |
| Fortitude Family Office, LLC | 94 | $34.9K | 0.01% | +66+235.7% | Added |
| Bank of Jackson Hole Trust | 92 | $34.1K | 0.02% | +92 | New |
| Riverview Trust Co | 82 | $30.4K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 75 | $27.8K | 0.01% | +75 | New |
| Rogco, LP | 74 | $27.5K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 73 | $27.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $26.7K | 0.00% | −250−77.6% | Reduced |
| NBT Bank N A | 70 | $26.0K | 0.00% | −10−12.5% | Reduced |
| Bangor Savings Bank | 70 | $26.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 63 | $23.3K | 0.00% | +34+117.2% | Added |
| Private Trust Co NA | 62 | $23.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 60 | $22.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $21.9K | 0.00% | +11+22.9% | Added |
| MV Capital Management, Inc. | 55 | $20.4K | 0.00% | +6+12.2% | Added |
| Hemington Wealth Management | 56 | $20.0K | 0.01% | +9+19.1% | Added |
| Independence Bank of Kentucky | 53 | $19.7K | 0.00% | +13+32.5% | Added |
| Continuum Advisory, LLC | 52 | $19.3K | 0.00% | −1−1.9% | Reduced |
| Prestige Wealth Management Group LLC | 52 | $19.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $18.9K | 0.00% | +2+4.1% | Added |
| Farmers & Merchants Investments Inc | 50 | $18.5K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 50 | $18.5K | 0.00% | +50 | New |
| Rise Advisors, LLC | 46 | $17.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $16.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $16.0K | 0.01% | +2+5.0% | Added |
| Mechanics Financial Corp | 40 | $14.8K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 40 | $14.8K | 0.01% | +40 | New |
| IFP Advisors, Inc | 37 | $13.7K | 0.00% | −112−75.2% | Reduced |
| Private Wealth Management Group, LLC | 37 | $13.7K | 0.01% | +3+8.8% | Added |
| GWM Advisors LLC | 36 | $13.4K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 34 | $12.6K | 0.01% | +34 | New |
| Castleview Partners, LLC | 33 | $12.2K | 0.01% | −16−32.7% | Reduced |
| GW&K Investment Management, LLC | 31 | $12.0K | 0.00% | +1+3.3% | Added |
| Catalyst Capital Advisors LLC | 31 | $11.5K | 0.00% | −10−24.4% | Reduced |
| Frazier Financial Advisors, LLC | 30 | $11.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 29 | $10.8K | 0.00% | +6+26.1% | Added |
| Grove Bank & Trust | 28 | $10.4K | 0.00% | −1,441−98.1% | Reduced |
| Zions Bancorporation, N.A. | 27 | $10.0K | 0.00% | −14−34.1% | Reduced |
| Accredited Wealth Management, LLC | 25 | $9.28K | 0.01% | +25 | New |
| Golden State Wealth Management, LLC | 24 | $8.90K | 0.00% | +24 | New |
| Sachetta, LLC | 22 | $8.16K | 0.00% | +4+22.2% | Added |
| Whittier Trust Co of Nevada Inc | 22 | $8.16K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 20 | $7.42K | 0.00% | −8−28.6% | Reduced |
| Atwood & Palmer Inc | 20 | $7.42K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 20 | $7.42K | 0.01% | +20 | New |
| Clark Wealth Partners | 20 | $7.42K | 0.01% | +20 | New |
| Financial Management Professionals, Inc. | 19 | $7.05K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 19 | $7.05K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 18 | $6.68K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $5.96K | 0.00% | +3+23.1% | Added |
| Ancora Advisors, LLC | 16 | $5.94K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 15 | $5.57K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $5.57K | 0.00% | +15 | New |