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 |
|---|---|---|---|---|---|
| STRS Ohio | 2,835 | $1.04M | 0.00% | −1,346−32.2% | Reduced |
| Oppenheimer & Co Inc | 2,841 | $1.05M | 0.02% | 00.0% | Unchanged |
| Ossiam | 2,844 | $1.05M | 0.01% | −15−0.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,019 | $1.05M | 0.06% | +3,019 | New |
| Diversified Trust Co | 2,923 | $1.08M | 0.03% | +328+12.6% | Added |
| AXA S.A. | 2,963 | $1.09M | 0.00% | −85−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,986 | $1.10M | 0.00% | +130+4.6% | Added |
| Massmutual Trust Co FSB | 2,988 | $1.10M | 0.03% | −64−2.1% | Reduced |
| Gsa Capital Partners LLP | 3,000 | $1.11M | 0.10% | +2,245+297.4% | Added |
| Mission Wealth Management, LP | 3,042 | $1.12M | 0.03% | −52−1.7% | Reduced |
| Norinchukin Bank, The | 3,046 | $1.12M | 0.02% | +398+15.0% | Added |
| Atria Investments LLC | 3,075 | $1.13M | 0.01% | +67+2.2% | Added |
| Millstone Evans Group, LLC | 3,107 | $1.15M | 0.78% | −200−6.0% | Reduced |
| Suvretta Capital Management, LLC | 3,150 | $1.16M | 0.05% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,155 | $1.16M | 0.85% | +30+1.0% | Added |
| Louisiana State Employees Retirement System | 3,200 | $1.18M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,237 | $1.19M | 0.04% | −1,379−29.9% | Reduced |
| Securian Asset Management, Inc | 3,261 | $1.20M | 0.04% | +100+3.2% | Added |
| Coldstream Capital Management Inc | 3,261 | $1.20M | 0.03% | +138+4.4% | Added |
| Mather Group, LLC. | 3,271 | $1.21M | 0.01% | −10−0.3% | Reduced |
| Fulton Bank, N.A. | 3,284 | $1.21M | 0.05% | −176−5.1% | Reduced |
| MainStreet Investment Advisors LLC | 3,288 | $1.21M | 0.18% | −93−2.8% | Reduced |
| D.A. Davidson & Co. | 3,300 | $1.22M | 0.01% | −5−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,376 | $1.24M | 0.00% | +3,376 | New |
| Apollon Wealth Management, LLC | 3,403 | $1.25M | 0.03% | −112−3.2% | Reduced |
| Banque Cantonale Vaudoise | 3,441 | $1.27M | 0.06% | +3,441 | New |
| GAM Holding AG | 3,479 | $1.28M | 0.10% | +3,479 | New |
| D. E. Shaw & Co., Inc. | 3,554 | $1.31M | 0.00% | −5,996−62.8% | Reduced |
| Mondrian Investment Partners LTD | 3,617 | $1.33M | 0.02% | −302−7.7% | Reduced |
| Hartford Investment Management Co | 3,632 | $1.34M | 0.05% | −36−1.0% | Reduced |
| NEOS Investment Management LLC | 3,636 | $1.34M | 0.03% | +1,433+65.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,736 | $1.38M | 0.46% | +545+17.1% | Added |
| Welch & Forbes LLC | 3,802 | $1.40M | 0.02% | +63+1.7% | Added |
| EFG Asset Management (North America) Corp. | 3,861 | $1.42M | 0.24% | −2,195−36.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,902 | $1.44M | 0.03% | +157+4.2% | Added |
| Wealthfront Advisers LLC | 3,937 | $1.45M | 0.00% | +682+21.0% | Added |
| LaFleur & Godfrey LLC | 3,944 | $1.45M | 0.20% | −200−4.8% | Reduced |
| Burney Co | 3,974 | $1.46M | 0.05% | −620−13.5% | Reduced |
| Highline Wealth Partners LLC | 4,002 | $1.48M | 0.50% | +2+0.1% | Added |
| Kentucky Retirement Systems | 4,023 | $1.48M | 0.05% | −56−1.4% | Reduced |
| Blair William & Co | 4,134 | $1.52M | 0.00% | −147−3.4% | Reduced |
| Pacer Advisors, Inc. | 4,201 | $1.55M | 0.00% | −1,799−30.0% | Reduced |
| Avanza Fonder AB | 4,311 | $1.56M | 0.05% | −134−3.0% | Reduced |
| one8zero8, LLC | 4,257 | $1.57M | 0.37% | +107+2.6% | Added |
| Cetera Investment Advisers | 4,339 | $1.60M | 0.00% | +252+6.2% | Added |
| Kensington Investment Counsel, LLC | 4,494 | $1.66M | 0.74% | −193−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,575 | $1.69M | 0.02% | +155+3.5% | Added |
| HM Payson & Co | 4,585 | $1.69M | 0.03% | −75−1.6% | Reduced |
| Tredje AP-fonden | 4,607 | $1.70M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,623 | $1.71M | 0.01% | +195+4.4% | Added |
| SummitTX Capital, L.P. | 4,747 | $1.75M | 0.08% | +4,747 | New |
| Mizuho Securities USA LLC | 4,754 | $1.75M | 0.04% | −873−15.5% | Reduced |
| Ieq Capital, LLC | 4,772 | $1.76M | 0.01% | +2,939+160.3% | Added |
| Janney Montgomery Scott LLC | 4,813 | $1.77M | 0.01% | +189+4.1% | Added |
| Liontrust Investment Partners LLP | 4,890 | $1.80M | 0.03% | −1,230−20.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,939 | $1.80M | 0.02% | −2,262−31.4% | Reduced |
| Mercer Global Advisors Inc | 5,006 | $1.85M | 0.00% | −236−4.5% | Reduced |
| M&T Bank Corp | 5,054 | $1.86M | 0.01% | −565−10.1% | Reduced |
| Oregon Public Employees Retirement Fund | 5,095 | $1.88M | 0.04% | +13+0.3% | Added |
| Foguth Wealth Management, LLC. | 5,114 | $1.88M | 0.46% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,175 | $1.91M | 0.09% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,182 | $1.91M | 0.04% | +5,182 | New |
| Parsons Capital Management Inc | 5,272 | $1.94M | 0.11% | −250−4.5% | Reduced |
| Rakuten Investment Management, Inc. | 5,427 | $1.97M | 0.01% | +5,427 | New |
| Bradley Foster & Sargent Inc | 5,385 | $1.98M | 0.03% | −299−5.3% | Reduced |
| Candriam Luxembourg S.C.A. | 5,395 | $1.99M | 0.01% | −583−9.8% | Reduced |
| Private Advisor Group, LLC | 5,429 | $2.00M | 0.01% | −90−1.6% | Reduced |
| Rafferty Asset Management, LLC | 5,497 | $2.03M | 0.01% | −1,233−18.3% | Reduced |
| Brown Advisory Inc | 5,498 | $2.03M | 0.00% | +42+0.8% | Added |
| La Banque Postale Asset Management SA | 5,589 | $2.06M | 0.03% | −174−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,617 | $2.07M | 0.03% | +1,395+33.0% | Added |
| Metis Global Partners, LLC | 5,751 | $2.12M | 0.06% | +589+11.4% | Added |
| Vestcor Inc | 5,751 | $2.12M | 0.07% | +4,166+262.8% | Added |
| CIBC World Markets Inc. | 5,805 | $2.14M | 0.00% | −5,071−46.6% | Reduced |
| Truist Financial Corp | 5,831 | $2.15M | 0.00% | +733+14.4% | Added |
| Bessemer Group Inc | 5,941 | $2.19M | 0.00% | −14,486−70.9% | Reduced |
| CI Private Wealth, LLC | 5,989 | $2.21M | 0.00% | +425+7.6% | Added |
| Mengis Capital Management, Inc. | 6,000 | $2.21M | 0.46% | −2,000−25.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,080 | $2.24M | 0.01% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 6,154 | $2.27M | 0.22% | −5−0.1% | Reduced |
| Bank of Nova Scotia | 6,206 | $2.29M | 0.01% | −1,725−21.8% | Reduced |
| OP Asset Management Ltd | 6,219 | $2.29M | 0.04% | +6,219 | New |
| Susquehanna International Group, LLP | 6,255 | $2.31M | 0.00% | −36,921−85.5% | Reduced |
| Yousif Capital Management, LLC | 6,347 | $2.34M | 0.03% | −112−1.7% | Reduced |
| Westpac Banking Corp | 6,393 | $2.36M | 0.17% | +5,393+539.3% | Added |
| Aviso Financial Inc. | 6,428 | $2.37M | 0.12% | +977+17.9% | Added |
| PDT Partners, LLC | 6,503 | $2.40M | 0.17% | +6,503 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,543 | $2.41M | 0.02% | +131+2.0% | Added |
| J. Safra Sarasin Holding AG | 6,602 | $2.43M | 0.04% | +5,708+638.5% | Added |
| Storebrand Asset Management AS | 6,605 | $2.43M | 0.01% | −33−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 6,864 | $2.44M | 0.02% | −1,474−17.7% | Reduced |
| Spears Abacus Advisors LLC | 6,640 | $2.45M | 0.05% | −49−0.7% | Reduced |
| Tikehau Investment Management | 6,643 | $2.45M | 3.78% | −440−6.2% | Reduced |
| Allianz Asset Management GmbH | 6,646 | $2.45M | 0.00% | +2,421+57.3% | Added |
| Mariner, LLC | 6,681 | $2.46M | 0.00% | −318−4.5% | Reduced |
| Pensionmark Financial Group, LLC | 6,739 | $2.48M | 0.06% | −223−3.2% | Reduced |
| UniSuper Management Pty Ltd | 6,790 | $2.50M | 0.02% | +58+0.9% | Added |
| Mutual of America Capital Management LLC | 6,895 | $2.54M | 0.03% | −208−2.9% | Reduced |
| State of Alaska, Department of Revenue | 6,950 | $2.56M | 0.03% | +180+2.7% | Added |
| Hunter Perkins Capital Management, LLC | 6,970 | $2.57M | 0.60% | −1,973−22.1% | Reduced |