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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 761 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ4 2024: $21.2B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2024.

Institutions holding WAT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Key Financial Inc15$5.57K0.00%+15New
Raleigh Capital Management Inc.14$5.19K0.00%+4+40.0%Added
Atala Financial Inc14$5.19K0.00%+14New
Creative Financial Designs Inc12$4.45K0.00%−2−14.3%Reduced
Truvestments Capital LLC12$4.45K0.00%+6+100.0%Added
Abound Wealth Management11$4.18K0.00%+3+37.5%Added
Aspect Partners, LLC11$4.08K0.00%00.0%Unchanged
Avion Wealth13$4.00K0.00%+3+30.0%Added
Harbour Investments, Inc.10$3.71K0.00%−2−16.7%Reduced
Glen Eagle Advisors, LLC10$3.71K0.00%00.0%Unchanged
True Wealth Design, LLC10$3.71K0.00%+6+150.0%Added
Mowery & Schoenfeld Wealth Management, LLC10$3.71K0.01%+10New
Park Place Capital Corp9$3.34K0.00%00.0%Unchanged
SBI Securities Co., Ltd.9$3.34K0.00%+9New
CoreCap Advisors, LLC9$3.34K0.00%+9New
Carolinas Wealth Consulting LLC9$3.32K0.00%+3+50.0%Added
Armstrong Advisory Group, Inc8$2.97K0.00%00.0%Unchanged
Horizon Financial Services, LLC8$2.97K0.00%00.0%Unchanged
Human Investing LLC8$2.97K0.00%+8New
Johnson Financial Group, Inc.7$2.91K0.00%+5+250.0%Added
Cullen/Frost Bankers, Inc.7$2.60K0.00%−30−81.1%Reduced
SJS Investment Consulting Inc.7$2.60K0.00%−1−12.5%Reduced
Tacita Capital Inc7$2.60K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.7$2.60K0.00%+7New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$2.60K0.00%+5+250.0%Added
DiNuzzo Private Wealth, Inc.6$2.23K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC6$2.23K0.00%+6New
Montag A & Associates Inc5$1.95K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1.85K0.00%−2−28.6%Reduced
Longfellow Investment Management Co LLC5$1.85K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC5$1.85K0.00%+5New
Kayne Anderson Rudnick Investment Management LLC4$1.80K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1.66K0.00%+1+33.3%Added
NVWM, LLC4$1.48K0.00%+2+100.0%Added
NewSquare Capital LLC4$1.48K0.00%+4New
Carolina Wealth Advisors, LLC3$1.11K0.00%00.0%Unchanged
Valued Wealth Advisors LLC3$1.11K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC3$1.11K0.00%+3New
Hexagon Capital Partners LLC3$1.11K0.00%+3New
Nemes Rush Group LLC3$1.11K0.00%+3New
WealthTrak Capital Management LLC3$1.11K0.00%+3New
Bellevue Asset Management, LLC3$1.11K0.00%+3New
Lazard Asset Management LLC3$1.00K0.00%−5−62.5%Reduced
1620 Investment Advisors, Inc.2$8790.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.2$7420.00%00.0%Unchanged
Geneos Wealth Management Inc.2$7420.00%00.0%Unchanged
UMA Financial Services, Inc.2$7420.00%+2New
Principia Wealth Advisory, LLC2$7420.00%+2New
Whipplewood Advisors, LLC2$7420.00%+2New
Chesapeake Asset Management LLC2$7410.00%+2New
Winnow Wealth LLC2$4020.00%+2New
AdvisorNet Financial, Inc1$3710.00%−14−93.3%Reduced
WestEnd Advisors, LLC1$3710.00%00.0%Unchanged
Concord Wealth Partners1$3710.00%00.0%Unchanged
JDM Financial Group LLC1$3710.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.1$3710.00%+1New
Kohmann Bosshard Financial Services, LLC1$3710.00%+1New
Sittner & Nelson, LLC1$3710.00%+1New
Activest Wealth Management1$3710.00%+1New
Sugar Maple Asset Management, LLC1$3710.00%+1New
Parkworth Wealth Management, Inc.1$3710.00%+1New
Investment Management Corp of Ontario0$00.00%−66,915−100.0%Sold out
Nuance Investments, LLC0$00.00%−58,223−100.0%Sold out
ICICI Prudential Asset Management Co Ltd0$00.00%−13,765−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−10,876−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−10,000−100.0%Sold out
AustralianSuper Pty Ltd0$00.00%−8,378−100.0%Sold out
Avanda Investment Management Pte. Ltd.0$00.00%−8,012−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−7,058−100.0%Sold out
Mediolanum International Funds Ltd0$00.00%−5,250−100.0%Sold out
Veriti Management LLC0$00.00%−4,951−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−4,034−100.0%Sold out
Natixis0$00.00%−3,855−100.0%Sold out
Alberta Investment Management Corp0$00.00%−3,700−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,221−100.0%Sold out
Centiva Capital, LP0$00.00%−2,184−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,866−100.0%Sold out
FIL Ltd0$00.00%−1,591−100.0%Sold out
First Hawaiian Bank0$00.00%−1,500−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−1,343−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−1,336−100.0%Sold out
Machina Capital S.A.S.0$00.00%−1,285−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,251−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,240−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−1,198−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,160−100.0%Sold out
PDT Partners, LLC0$00.00%−1,131−100.0%Sold out
Financial Advisory Corp0$00.00%−1,038−100.0%Sold out
MBB Public Markets I LLC0$00.00%−990−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−964−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−823−100.0%Sold out
Private Wealth Partners, LLC0$00.00%−800−100.0%Sold out
Financial Counselors Inc0$00.00%−743−100.0%Sold out
Canvas Wealth Advisors, LLC0$00.00%−682−100.0%Sold out
Flputnam Investment Management Co0$00.00%−638−100.0%Sold out
Bank of Nova Scotia Trust Co0$00.00%−578−100.0%Sold out
Boston Common Asset Management, LLC0$00.00%−571−100.0%Sold out
Quest Partners LLC0$00.00%−477−100.0%Sold out
Kepos Capital LP0$00.00%−268−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−238−100.0%Sold out