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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 700 | $236.5K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 651 | $239.9K | 0.01% | −17−2.5% | Reduced |
| Portland Global Advisors LLC | 657 | $242.2K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 658 | $242.5K | 0.03% | +32+5.1% | Added |
| Jones Financial Companies LLLP | 674 | $244.1K | 0.00% | +576+587.8% | Added |
| Sagespring Wealth Partners, LLC | 663 | $244.4K | 0.01% | +57+9.4% | Added |
| Stiles Financial Services Inc | 663 | $244.4K | 0.09% | −100−13.1% | Reduced |
| Anchor Capital Advisors LLC | 673 | $247.9K | 0.01% | −21−3.0% | Reduced |
| Perbak Capital Partners LLP | 683 | $251.7K | 0.19% | −2,971−81.3% | Reduced |
| Trust Asset Management LLC | 687 | $253.2K | 0.02% | −13−1.9% | Reduced |
| Siemens Fonds Invest GmbH | 687 | $253.2K | 0.02% | +63+10.1% | Added |
| Cardinal Strategic Wealth Guidance | 693 | $255.4K | 0.08% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 701 | $258.4K | 0.11% | −58−7.6% | Reduced |
| Columbia Asset Management | 705 | $259.8K | 0.05% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 708 | $260.9K | 0.00% | +708 | New |
| Canandaigua National Bank & Trust Co | 718 | $264.6K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 736 | $271.3K | 0.13% | +736 | New |
| Benjamin Edwards Inc | 746 | $275.0K | 0.00% | +2+0.3% | Added |
| South Dakota Investment Council | 747 | $275.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $277.9K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $279.4K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 763 | $281.2K | 0.07% | +763 | New |
| Quantitative Investment Management, LLC | 769 | $283.0K | 0.03% | +769 | New |
| Buffington Mohr McNeal | 770 | $283.8K | 0.06% | +770 | New |
| National Asset Management, Inc. | 771 | $284.2K | 0.01% | +170+28.3% | Added |
| Advisory Services Network, LLC | 785 | $289.3K | 0.01% | +22+2.9% | Added |
| Shufro Rose & Co LLC | 800 | $294.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 806 | $297.0K | 0.01% | −50−5.8% | Reduced |
| Viewpoint Capital Management LLC | 815 | $300.4K | 0.16% | 00.0% | Unchanged |
| KilterHowling LLC | 867 | $304.2K | 0.20% | 00.0% | Unchanged |
| Optas, LLC | 826 | $304.4K | 0.05% | +826 | New |
| Profund Advisors LLC | 830 | $305.9K | 0.01% | −47−5.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 830 | $305.9K | 0.08% | +95+12.9% | Added |
| Frank, Rimerman Advisors LLC | 830 | $305.9K | 0.02% | +112+15.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 833 | $307.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 852 | $314.0K | 0.01% | +42+5.2% | Added |
| Blueshift Asset Management, LLC | 855 | $315.1K | 0.12% | +855 | New |
| Clean Yield Group | 875 | $322.5K | 0.11% | −5−0.6% | Reduced |
| Rice Partnership, LLC | 882 | $325.1K | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 898 | $331.0K | 0.04% | +898 | New |
| KPP Advisory Services LLC | 900 | $331.7K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 901 | $332.1K | 0.03% | +90+11.1% | Added |
| Snowden Capital Advisors LLC | 920 | $339.1K | 0.01% | −22−2.3% | Reduced |
| Fiera Capital Corp | 920 | $339.1K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 929 | $342.4K | 0.17% | +929 | New |
| E Fund Management Co., Ltd. | 934 | $344.2K | 0.02% | −62−6.2% | Reduced |
| Nebula Research & Development LLC | 940 | $346.5K | 0.03% | +940 | New |
| Avestar Capital, LLC | 948 | $349.4K | 0.03% | +248+35.4% | Added |
| Alps Advisors Inc | 950 | $350.1K | 0.00% | +950 | New |
| First Manhattan Co | 975 | $359.4K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 989 | $364.5K | 0.10% | −52−5.0% | Reduced |
| Tiaa Trust, National Association | 993 | $366.0K | 0.00% | −54−5.2% | Reduced |
| TD Private Client Wealth LLC | 996 | $367.1K | 0.01% | +3+0.3% | Added |
| Heritage Investment Group, Inc. | 1,000 | $368.6K | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,004 | $370.0K | 0.03% | +13+1.3% | Added |
| iA Global Asset Management Inc. | 1,010 | $372.0K | 0.01% | +11+1.1% | Added |
| Umb Bank N A | 1,026 | $378.2K | 0.01% | −69−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,048 | $386.3K | 0.00% | +30+2.9% | Added |
| MUFG Securities Americas Inc. | 1,052 | $387.7K | 0.05% | +175+20.0% | Added |
| Accredited Investors Inc. | 1,053 | $388.1K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,062 | $391.4K | 0.01% | +373+54.1% | Added |
| Crestwood Advisors Group LLC | 1,075 | $396.2K | 0.01% | +49+4.8% | Added |
| Johnson Investment Counsel Inc | 1,088 | $401.0K | 0.00% | +4+0.4% | Added |
| Pitcairn Co | 1,090 | $401.7K | 0.02% | +16+1.5% | Added |
| Tower Research Capital LLC (TRC) | 1,113 | $404.7K | 0.01% | −3,701−76.9% | Reduced |
| Pensionfund Sabic | 1,100 | $405.0K | 0.12% | 00.0% | Unchanged |
| Coastline Trust Co | 1,100 | $405.4K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,107 | $408.0K | 0.06% | +4+0.4% | Added |
| Resources Investment Advisors, LLC. | 1,112 | $409.9K | 0.00% | +235+26.8% | Added |
| HB Wealth Management, LLC | 1,115 | $411.0K | 0.00% | +151+15.7% | Added |
| Heartland Bank & Trust Co | 1,122 | $413.5K | 0.21% | +560+99.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,126 | $415.0K | 0.04% | −91−7.5% | Reduced |
| Empowered Funds, LLC | 1,126 | $415.0K | 0.01% | +160+16.6% | Added |
| Aprio Wealth Management, LLC | 1,131 | $416.9K | 0.05% | +1,131 | New |
| Neville Rodie & Shaw Inc | 1,137 | $419.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,166 | $422.3K | 0.04% | −9−0.8% | Reduced |
| Advisory Alpha, LLC | 1,164 | $429.0K | 0.01% | +99+9.3% | Added |
| Arjuna Capital | 1,167 | $430.1K | 0.12% | −37−3.1% | Reduced |
| Farther Finance Advisors, LLC | 1,212 | $431.6K | 0.01% | −1−0.1% | Reduced |
| NorthRock Partners, LLC | 1,174 | $432.7K | 0.01% | +84+7.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,175 | $433.1K | 0.03% | 00.0% | Unchanged |
| ING Groep NV | 1,182 | $435.6K | 0.00% | −3,802−76.3% | Reduced |
| APG Asset Management US Inc. | 1,227 | $436.8K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,187 | $437.3K | 0.00% | +4+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,189 | $438.2K | 0.03% | +195+19.6% | Added |
| SevenBridge Financial Group, LLC | 1,200 | $440.0K | 0.09% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,200 | $442.3K | 0.22% | +50+4.3% | Added |
| Phoenix Holdings Ltd. | 1,205 | $445.9K | 0.01% | −195−13.9% | Reduced |
| TownSquare Capital, LLC | 1,210 | $446.0K | 0.00% | −34−2.7% | Reduced |
| Compass Ion Advisors, LLC | 1,219 | $449.3K | 0.05% | +2+0.2% | Added |
| Vontobel Holding Ltd. | 1,230 | $453.3K | 0.00% | −1,308−51.5% | Reduced |
| Eads & Heald Wealth Management | 1,233 | $454.0K | 0.23% | −53−4.1% | Reduced |
| Savant Capital, LLC | 1,238 | $456.3K | 0.00% | −466−27.3% | Reduced |
| Guggenheim Capital LLC | 1,238 | $456.3K | 0.00% | −395−24.2% | Reduced |
| Teza Capital Management LLC | 1,243 | $458.1K | 0.21% | −3,361−73.0% | Reduced |
| Avalon Trust Co | 1,245 | $458.9K | 0.04% | −90−6.7% | Reduced |
| Argent Trust Co | 1,282 | $472.5K | 0.02% | +277+27.6% | Added |
| Ingalls & Snyder LLC | 1,290 | $475.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,289 | $475.1K | 0.10% | −40−3.0% | Reduced |
| Natixis | 1,309 | $476.0K | 0.00% | +1,309 | New |