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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 73 | $26.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 73 | $26.9K | 0.00% | +14+23.7% | Added |
| Zions Bancorporation, National Association | 77 | $28.4K | 0.00% | +77 | New |
| Kestra Investment Management, LLC | 79 | $29.1K | 0.00% | +29+58.0% | Added |
| Riverview Trust Co | 80 | $29.5K | 0.03% | −2−2.4% | Reduced |
| IFP Advisors, Inc | 81 | $29.9K | 0.00% | +44+118.9% | Added |
| Private Trust Co NA | 82 | $30.2K | 0.00% | +20+32.3% | Added |
| Kennebec Savings Bank | 91 | $33.5K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $33.5K | 0.00% | −3−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 92 | $33.9K | 0.00% | +20+27.8% | Added |
| Fortitude Family Office, LLC | 94 | $34.6K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $34.7K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $35.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $36.9K | 0.00% | −10−9.1% | Reduced |
| Piscataqua Savings Bank | 100 | $36.9K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 101 | $37.2K | 0.00% | +1+1.0% | Added |
| Cape Investment Advisory, Inc. | 105 | $38.7K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 111 | $40.9K | 0.03% | +111 | New |
| Itau Unibanco Holding S.A. | 112 | $41.0K | 0.00% | −1−0.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 114 | $42.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $45.0K | 0.02% | +1+0.8% | Added |
| First Horizon Advisors, Inc. | 124 | $45.7K | 0.00% | −3−2.4% | Reduced |
| Larson Financial Group LLC | 139 | $51.2K | 0.00% | −398−74.1% | Reduced |
| Capital Advisors, Ltd. LLC | 143 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 172 | $56.0K | 0.04% | −51−22.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $56.0K | 0.01% | −14−8.4% | Reduced |
| Bayforest Capital Ltd | 152 | $56.0K | 0.02% | +9+6.3% | Added |
| Bogart Wealth, LLC | 156 | $57.5K | 0.00% | −2−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $59.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $60.8K | 0.02% | +45+37.5% | Added |
| Allworth Financial LP | 185 | $63.0K | 0.00% | +1+0.5% | Added |
| Cromwell Holdings LLC | 174 | $64.1K | 0.04% | +2+1.2% | Added |
| Global Financial Private Client, LLC | 175 | $64.8K | 0.02% | +5+2.9% | Added |
| Mirova | 177 | $65.2K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 193 | $65.9K | 0.00% | +193 | New |
| Edmond de Rothschild Holding S.A. | 188 | $69.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 203 | $75.0K | 0.00% | +203 | New |
| TFC Financial Management | 208 | $76.7K | 0.01% | +4+2.0% | Added |
| EverSource Wealth Advisors, LLC | 211 | $77.8K | 0.00% | +86+68.8% | Added |
| Curat Global, LLC | 216 | $79.6K | 0.10% | +216 | New |
| Whittier Trust Co | 217 | $80.0K | 0.00% | −200−48.0% | Reduced |
| Deseret Mutual Benefit Administrators | 227 | $83.7K | 0.04% | −44−16.2% | Reduced |
| eCIO, Inc. | 227 | $83.7K | 0.03% | +227 | New |
| First Pacific Financial | 228 | $84.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 239 | $88.1K | 0.01% | +10+4.4% | Added |
| Evelyn Partners Investment Management LLP | 250 | $92.1K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 262 | $96.6K | 0.06% | −159−37.8% | Reduced |
| Spire Wealth Management | 270 | $99.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 280 | $103.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 289 | $106.0K | 0.00% | −138−32.3% | Reduced |
| Morse Asset Management, Inc | 290 | $106.9K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 295 | $108.7K | 0.01% | +4+1.4% | Added |
| Rothschild Investment LLC | 297 | $109.5K | 0.01% | +4+1.4% | Added |
| Eastern Bank | 300 | $110.6K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 300 | $110.6K | 0.04% | +300 | New |
| CIBC Private Wealth Group, LLC | 360 | $110.8K | 0.00% | −39−9.8% | Reduced |
| New Age Alpha Advisors, LLC | 301 | $110.9K | 0.00% | +301 | New |
| Manchester Capital Management LLC | 306 | $112.8K | 0.01% | −85−21.7% | Reduced |
| SBI Securities Co., Ltd. | 309 | $113.9K | 0.00% | +300+3,333.3% | Added |
| Lindbrook Capital, LLC | 330 | $121.6K | 0.01% | +90+37.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 340 | $125.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 350 | $129.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 354 | $130.5K | 0.01% | +354 | New |
| Rosenberg Matthew Hamilton | 360 | $132.7K | 0.03% | +12+3.4% | Added |
| Skopos Labs, Inc. | 372 | $137.1K | 0.03% | +10+2.8% | Added |
| Central Trust Co | 390 | $143.7K | 0.00% | −35−8.2% | Reduced |
| Tompkins Financial Corp | 400 | $147.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 476 | $175.4K | 0.00% | +26+5.8% | Added |
| Brown Brothers Harriman & Co | 483 | $178.0K | 0.00% | −63−11.5% | Reduced |
| Cacti Asset Management LLC | 500 | $181.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $183.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 507 | $186.9K | 0.03% | +307+153.5% | Added |
| Exchange Traded Concepts, LLC | 512 | $188.7K | 0.00% | +49+10.6% | Added |
| Harvest Fund Management Co., Ltd | 540 | $200.0K | 0.01% | +160+42.1% | Added |
| Clearstead Advisors, LLC | 550 | $202.7K | 0.00% | +2+0.4% | Added |
| Bedel Financial Consulting, Inc. | 600 | $203.4K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 553 | $203.8K | 0.00% | +553 | New |
| SIH Partners, LLLP | 553 | $203.8K | 0.02% | +553 | New |
| Reynders McVeigh Capital Management, LLC | 553 | $204.0K | 0.01% | +8+1.5% | Added |
| Kingswood Wealth Advisors, LLC | 564 | $207.9K | 0.02% | +14+2.5% | Added |
| Ameritas Investment Partners, Inc. | 566 | $208.6K | 0.01% | −35−5.8% | Reduced |
| Signaturefd, LLC | 570 | $210.3K | 0.00% | +73+14.7% | Added |
| Callan Family Office, LLC | 573 | $211.2K | 0.02% | −248−30.2% | Reduced |
| Graypoint LLC | 574 | $211.6K | 0.01% | +27+4.9% | Added |
| Checchi Capital Advisers, LLC | 575 | $211.9K | 0.01% | +575 | New |
| SFE Investment Counsel | 577 | $212.7K | 0.04% | +7+1.2% | Added |
| SRS Capital Advisors, Inc. | 583 | $214.9K | 0.01% | −12−2.0% | Reduced |
| Cigna Investments Inc | 589 | $217.0K | 0.04% | −14−2.3% | Reduced |
| Pallas Capital Advisors LLC | 591 | $217.8K | 0.01% | +591 | New |
| Gilbert & Cook, Inc. | 598 | $220.4K | 0.03% | +7+1.2% | Added |
| Rathbone Brothers plc | 599 | $220.8K | 0.00% | −126−17.4% | Reduced |
| Birch Hill Investment Advisors LLC | 600 | $221.1K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 600 | $221.1K | 0.02% | +600 | New |
| Rockland Trust Co | 605 | $223.0K | 0.01% | −21−3.4% | Reduced |
| Ridgewood Investments LLC | 606 | $223.4K | 0.10% | 00.0% | Unchanged |
| Scientech Research LLC | 621 | $228.9K | 0.06% | +621 | New |
| Creekmur Asset Management LLC | 625 | $230.4K | 0.05% | +625 | New |
| Ritholtz Wealth Management | 626 | $230.7K | 0.01% | +7+1.1% | Added |
| Global Endowment Management, LP | 633 | $233.3K | 0.03% | −531−45.6% | Reduced |
| Wealthcare Advisory Partners LLC | 635 | $234.0K | 0.01% | +19+3.1% | Added |