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, Q1 2025
Institutional positions in Waters Corp as of Mar 31, 2025. 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
- 765
- +15 vs. Q4 2024
- Shares held
- 57.7M
- +1.27M (+2.3%) vs. Q4 2024
- Total value
- $21.2B
- +$313.7M (+1.5%) vs. Q4 2024
- New holders
- 76
- 281 more added
- Sold out
- 61
- 271 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $369 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 1 | $369 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $369 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $369 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $369 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $369 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $468 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $592 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2 | $712 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 106 | $737 | 0.00% | +104+5,200.0% | Added |
| Chesapeake Asset Management LLC | 2 | $737 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $737 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 2 | $738 | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3 | $1.10K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $1.11K | 0.00% | +1+50.0% | Added |
| WestEnd Advisors, LLC | 3 | $1.11K | 0.00% | +2+200.0% | Added |
| NVWM, LLC | 4 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.78K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.79K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.84K | 0.00% | +4+400.0% | Added |
| Montag A & Associates Inc | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $2.00K | 0.00% | +7 | New |
| Truvestments Capital LLC | 6 | $2.21K | 0.00% | −6−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.21K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $2.58K | 0.00% | +4+133.3% | Added |
| Armstrong Advisory Group, Inc | 8 | $2.97K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 9 | $3.01K | 0.00% | +5+125.0% | Added |
| Abound Wealth Management | 8 | $3.05K | 0.00% | −3−27.3% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $3.05K | 0.00% | −1−11.1% | Reduced |
| Park Place Capital Corp | 9 | $3.32K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 9 | $3.32K | 0.00% | +9 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $3.32K | 0.01% | −1−10.0% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $3.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $3.69K | 0.00% | +8+400.0% | Added |
| Avion Wealth | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $4.05K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $4.05K | 0.00% | +2+22.2% | Added |
| Principia Wealth Advisory, LLC | 13 | $4.38K | 0.00% | +11+550.0% | Added |
| Cullen/Frost Bankers, Inc. | 12 | $4.42K | 0.00% | +5+71.4% | Added |
| Colonial Trust Co | 13 | $4.64K | 0.00% | −50−79.4% | Reduced |
| Rossby Financial, LCC | 15 | $5.07K | 0.00% | +15 | New |
| Meeder Asset Management Inc | 14 | $5.16K | 0.00% | −6−30.0% | Reduced |
| Atala Financial Inc | 14 | $5.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $5.30K | 0.00% | −2−12.5% | Reduced |
| Accredited Wealth Management, LLC | 15 | $5.53K | 0.00% | −10−40.0% | Reduced |
| Albion Financial Group | 15 | $5.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $5.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $5.53K | 0.00% | +5+50.0% | Added |
| Ancora Advisors, LLC | 16 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $6.27K | 0.00% | +2+13.3% | Added |
| Clark Wealth Partners | 18 | $6.63K | 0.00% | −2−10.0% | Reduced |
| Eukles Asset Management | 18 | $6.63K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $7.74K | 0.00% | +21 | New |
| Whittier Trust Co of Nevada Inc | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $8.48K | 0.01% | +3+15.0% | Added |
| Financial Management Professionals, Inc. | 23 | $8.48K | 0.00% | +4+21.1% | Added |
| Saudi Central Bank | 23 | $8.48K | 0.04% | +23 | New |
| Golden State Wealth Management, LLC | 24 | $8.85K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $11.1K | 0.00% | +18+150.0% | Added |
| Frazier Financial Advisors, LLC | 30 | $11.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 32 | $12.0K | 0.00% | +1+3.2% | Added |
| Painted Porch Advisors LLC | 34 | $12.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $12.9K | 0.00% | −1−2.8% | Reduced |
| Private Wealth Management Group, LLC | 37 | $13.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $14.4K | 0.00% | +35+875.0% | Added |
| Mechanics Financial Corp | 40 | $14.7K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 42 | $15.0K | 0.01% | +42 | New |
| Covestor Ltd | 42 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 47 | $17.3K | 0.01% | +1+2.2% | Added |
| Continuum Advisory, LLC | 49 | $18.1K | 0.00% | −3−5.8% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $18.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $19.2K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 53 | $19.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $19.5K | 0.00% | +2+3.9% | Added |
| MV Capital Management, Inc. | 54 | $19.9K | 0.00% | −1−1.8% | Reduced |
| Parkside Financial Bank & Trust | 54 | $19.9K | 0.00% | −43−44.3% | Reduced |
| Rogco, LP | 59 | $21.7K | 0.01% | −15−20.3% | Reduced |
| First PREMIER Bank | 60 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 64 | $23.6K | 0.00% | +64 | New |
| Hemington Wealth Management | 68 | $25.0K | 0.00% | +12+21.4% | Added |
| Financial Network Wealth Management LLC | 70 | $25.0K | 0.01% | +70 | New |
| NBT Bank N A | 70 | $25.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $25.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $25.8K | 0.01% | +60+600.0% | Added |