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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 1,295 | $477.3K | 0.02% | +26+2.0% | Added |
| Aster Capital Management (DIFC) Ltd | 1,270 | $479.2K | 0.09% | +1,195+1,593.3% | Added |
| Kuhn & Co Investment Counsel | 1,312 | $483.6K | 0.41% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,313 | $483.9K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,315 | $484.7K | 0.00% | +201+18.0% | Added |
| MeadowBrook Investment Advisors LLC | 1,329 | $489.8K | 0.46% | −26−1.9% | Reduced |
| First Financial Bank - Trust Division | 1,330 | $490.2K | 0.05% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,336 | $492.0K | 0.14% | −2−0.1% | Reduced |
| Brave Asset Management Inc | 1,366 | $503.5K | 0.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,373 | $506.0K | 0.03% | +10+0.7% | Added |
| Sterling Capital Management LLC | 1,401 | $516.4K | 0.01% | −543−27.9% | Reduced |
| Beaton Management Co. Inc. | 1,402 | $517.0K | 0.27% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,404 | $517.5K | 0.01% | +7+0.5% | Added |
| Atlas Brown,Inc. | 1,422 | $524.1K | 0.18% | +8+0.6% | Added |
| Principal Securities, Inc. | 1,420 | $526.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,439 | $530.2K | 0.00% | +63+4.6% | Added |
| Aptus Capital Advisors, LLC | 1,459 | $537.7K | 0.01% | +104+7.7% | Added |
| GF Fund Management Co. Ltd. | 1,467 | $540.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,468 | $541.1K | 0.00% | +8+0.5% | Added |
| Atomi Financial Group, Inc. | 1,502 | $553.7K | 0.03% | +172+12.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,510 | $556.5K | 0.16% | 00.0% | Unchanged |
| United Services Automobile Association | 1,555 | $563.2K | 0.02% | +1,555 | New |
| Lowe Brockenbrough & Co Inc | 1,528 | $563.2K | 0.04% | 00.0% | Unchanged |
| Banco Santander, S.A. | 1,530 | $563.9K | 0.01% | −100−6.1% | Reduced |
| Assetmark, Inc | 1,545 | $569.4K | 0.00% | +275+21.7% | Added |
| Federated Hermes, Inc. | 1,553 | $572.4K | 0.00% | +1,283+475.2% | Added |
| Quadrature Capital Ltd | 1,577 | $581.2K | 0.01% | +1,577 | New |
| Bridgefront Capital, LLC | 1,579 | $582.0K | 0.17% | +1,579 | New |
| Investment Advisory Group, LLC | 1,601 | $590.1K | 0.20% | −134−7.7% | Reduced |
| Oak Ridge Investments LLC | 1,605 | $591.6K | 0.05% | −41−2.5% | Reduced |
| Vident Advisory, LLC | 1,606 | $591.9K | 0.01% | +995+162.8% | Added |
| Charter Research & Investment Group, Inc. | 1,630 | $600.8K | 0.46% | −40−2.4% | Reduced |
| Scissortail Wealth Management, LLC | 1,630 | $600.8K | 0.15% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,642 | $605.2K | 0.01% | +758+85.7% | Added |
| Everence Capital Management Inc | 1,646 | $607.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 1,653 | $609.2K | 0.01% | +7+0.4% | Added |
| V-Square Quantitative Management LLC | 1,664 | $613.3K | 0.09% | +73+4.6% | Added |
| Vega Investment Solutions | 1,666 | $614.0K | 0.12% | +1,666 | New |
| O'Rourke & Company, Inc | 1,670 | $615.5K | 0.31% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,677 | $618.1K | 0.05% | −24−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,694 | $624.4K | 0.04% | −45−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,714 | $631.7K | 0.05% | −1,301−43.2% | Reduced |
| Sheets Smith Wealth Management | 1,728 | $636.9K | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,742 | $642.4K | 0.00% | +8+0.5% | Added |
| Aveo Capital Partners, LLC | 1,900 | $656.4K | 0.11% | +1,900 | New |
| Guardian Partners Inc. | 1,970 | $659.7K | 0.07% | −255−11.5% | Reduced |
| GAMMA Investing LLC | 1,797 | $662.3K | 0.05% | +481+36.6% | Added |
| Canada Pension Plan Investment Board | 1,810 | $667.1K | 0.00% | −2,755−60.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,825 | $672.6K | 0.06% | −97−5.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,838 | $677.5K | 0.02% | +83+4.7% | Added |
| Nomura Holdings Inc | 1,872 | $690.0K | 0.00% | −84−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,888 | $695.8K | 0.00% | −5,387−74.0% | Reduced |
| Bokf, NA | 1,890 | $696.6K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 1,912 | $704.7K | 0.00% | −12−0.6% | Reduced |
| Forte Capital LLC | 1,932 | $712.1K | 0.08% | −27−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,991 | $733.8K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,025 | $746.4K | 0.01% | −207−9.3% | Reduced |
| CAPROCK Group, Inc. | 2,026 | $746.7K | 0.02% | +277+15.8% | Added |
| Engineers Gate Manager LP | 2,030 | $748.2K | 0.01% | −5,046−71.3% | Reduced |
| CWM, LLC | 2,031 | $749.0K | 0.00% | +609+42.8% | Added |
| Trillium Asset Management, LLC | 2,054 | $757.0K | 0.02% | −62−2.9% | Reduced |
| S-Bank Fund Management Ltd | 2,071 | $763.3K | 0.14% | +2,071 | New |
| Congress Wealth Management LLC | 2,070 | $763.7K | 0.01% | +2,070 | New |
| Empirical Finance, LLC | 2,076 | $765.2K | 0.05% | +67+3.3% | Added |
| Absher Wealth Management, LLC | 2,079 | $766.3K | 0.10% | +27+1.3% | Added |
| Omers Administration Corp | 2,122 | $782.1K | 0.01% | −347−14.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,171 | $800.2K | 0.03% | −2,075−48.9% | Reduced |
| Quadrant Capital Group LLC | 2,213 | $815.6K | 0.03% | +1,323+148.7% | Added |
| Ballentine Partners, LLC | 2,248 | $828.5K | 0.01% | −33−1.4% | Reduced |
| Bank of Stockton | 2,269 | $836.3K | 0.27% | −82−3.5% | Reduced |
| Fifth Third Bancorp | 2,273 | $837.8K | 0.00% | +52+2.3% | Added |
| Grandfield & Dodd, LLC | 2,295 | $845.9K | 0.05% | −615−21.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,300 | $847.7K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,314 | $852.9K | 0.00% | +1,170+102.3% | Added |
| Warren Averett Asset Management, LLC | 2,330 | $858.8K | 0.01% | −26−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,334 | $860.2K | 0.00% | +1,341+135.0% | Added |
| US Bancorp | 2,371 | $873.9K | 0.00% | −45−1.9% | Reduced |
| Trust Co of Vermont | 2,412 | $889.0K | 0.04% | −24−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,426 | $894.0K | 0.01% | −500−17.1% | Reduced |
| Allstate Corp | 2,439 | $898.9K | 0.03% | +647+36.1% | Added |
| Hyperion Capital Advisors LP | 2,473 | $911.5K | 0.50% | −162−6.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,502 | $922.2K | 0.00% | −1,085−30.2% | Reduced |
| E. Ohman J:or Asset Management AB | 2,524 | $930.3K | 0.02% | −310−10.9% | Reduced |
| Shell Asset Management Co | 2,531 | $933.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,534 | $934.0K | 0.00% | −58−2.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,562 | $944.3K | 0.65% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,599 | $957.8K | 0.01% | −136−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,706 | $963.3K | 0.00% | −22−0.8% | Reduced |
| Venturi Wealth Management, LLC | 2,620 | $965.7K | 0.05% | +124+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,683 | $976.3K | 0.01% | +55+2.1% | Added |
| Cypress Advisory Group LLC | 2,652 | $977.4K | 0.89% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,674 | $985.6K | 0.02% | +64+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,675 | $985.9K | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,740 | $1.01M | 0.04% | −100−3.5% | Reduced |
| Becker Capital Management Inc | 2,750 | $1.01M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,755 | $1.02M | 0.02% | −507−15.5% | Reduced |
| Advisors Asset Management, Inc. | 2,763 | $1.02M | 0.02% | +158+6.1% | Added |
| Versor Investments LP | 2,802 | $1.03M | 0.17% | +1,300+86.6% | Added |
| XTX Topco Ltd | 2,805 | $1.03M | 0.05% | +2,805 | New |
| Tema ETFs LLC | 2,816 | $1.04M | 0.31% | +1,433+103.6% | Added |