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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 5,385 | $1.98M | 0.03% | −299−5.3% | Reduced |
| Rakuten Investment Management, Inc. | 5,427 | $1.97M | 0.01% | +5,427 | New |
| Parsons Capital Management Inc | 5,272 | $1.94M | 0.11% | −250−4.5% | Reduced |
| Commerzbank Aktiengesellschaft | 5,182 | $1.91M | 0.04% | +5,182 | New |
| North Star Asset Management Inc | 5,175 | $1.91M | 0.09% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 5,114 | $1.88M | 0.46% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,095 | $1.88M | 0.04% | +13+0.3% | Added |
| M&T Bank Corp | 5,054 | $1.86M | 0.01% | −565−10.1% | Reduced |
| Mercer Global Advisors Inc | 5,006 | $1.85M | 0.00% | −236−4.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,939 | $1.80M | 0.02% | −2,262−31.4% | Reduced |
| Liontrust Investment Partners LLP | 4,890 | $1.80M | 0.03% | −1,230−20.1% | Reduced |
| Janney Montgomery Scott LLC | 4,813 | $1.77M | 0.01% | +189+4.1% | Added |
| Ieq Capital, LLC | 4,772 | $1.76M | 0.01% | +2,939+160.3% | Added |
| Mizuho Securities USA LLC | 4,754 | $1.75M | 0.04% | −873−15.5% | Reduced |
| SummitTX Capital, L.P. | 4,747 | $1.75M | 0.08% | +4,747 | New |
| Pathstone Holdings, LLC | 4,623 | $1.71M | 0.01% | +195+4.4% | Added |
| Tredje AP-fonden | 4,607 | $1.70M | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 4,585 | $1.69M | 0.03% | −75−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,575 | $1.69M | 0.02% | +155+3.5% | Added |
| Kensington Investment Counsel, LLC | 4,494 | $1.66M | 0.74% | −193−4.1% | Reduced |
| Cetera Investment Advisers | 4,339 | $1.60M | 0.00% | +252+6.2% | Added |
| one8zero8, LLC | 4,257 | $1.57M | 0.37% | +107+2.6% | Added |
| Avanza Fonder AB | 4,311 | $1.56M | 0.05% | −134−3.0% | Reduced |
| Pacer Advisors, Inc. | 4,201 | $1.55M | 0.00% | −1,799−30.0% | Reduced |
| Blair William & Co | 4,134 | $1.52M | 0.00% | −147−3.4% | Reduced |
| Kentucky Retirement Systems | 4,023 | $1.48M | 0.05% | −56−1.4% | Reduced |
| Highline Wealth Partners LLC | 4,002 | $1.48M | 0.50% | +2+0.1% | Added |
| Burney Co | 3,974 | $1.46M | 0.05% | −620−13.5% | Reduced |
| LaFleur & Godfrey LLC | 3,944 | $1.45M | 0.20% | −200−4.8% | Reduced |
| Wealthfront Advisers LLC | 3,937 | $1.45M | 0.00% | +682+21.0% | Added |
| Ferguson Wellman Capital Management, Inc | 3,902 | $1.44M | 0.03% | +157+4.2% | Added |
| EFG Asset Management (North America) Corp. | 3,861 | $1.42M | 0.24% | −2,195−36.2% | Reduced |
| Welch & Forbes LLC | 3,802 | $1.40M | 0.02% | +63+1.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,736 | $1.38M | 0.46% | +545+17.1% | Added |
| NEOS Investment Management LLC | 3,636 | $1.34M | 0.03% | +1,433+65.0% | Added |
| Hartford Investment Management Co | 3,632 | $1.34M | 0.05% | −36−1.0% | Reduced |
| Mondrian Investment Partners LTD | 3,617 | $1.33M | 0.02% | −302−7.7% | Reduced |
| D. E. Shaw & Co., Inc. | 3,554 | $1.31M | 0.00% | −5,996−62.8% | Reduced |
| GAM Holding AG | 3,479 | $1.28M | 0.10% | +3,479 | New |
| Banque Cantonale Vaudoise | 3,441 | $1.27M | 0.06% | +3,441 | New |
| Apollon Wealth Management, LLC | 3,403 | $1.25M | 0.03% | −112−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,376 | $1.24M | 0.00% | +3,376 | New |
| D.A. Davidson & Co. | 3,300 | $1.22M | 0.01% | −5−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 3,288 | $1.21M | 0.18% | −93−2.8% | Reduced |
| Fulton Bank, N.A. | 3,284 | $1.21M | 0.05% | −176−5.1% | Reduced |
| Mather Group, LLC. | 3,271 | $1.21M | 0.01% | −10−0.3% | Reduced |
| Coldstream Capital Management Inc | 3,261 | $1.20M | 0.03% | +138+4.4% | Added |
| Securian Asset Management, Inc | 3,261 | $1.20M | 0.04% | +100+3.2% | Added |
| Gulf International Bank (UK) Ltd | 3,237 | $1.19M | 0.04% | −1,379−29.9% | Reduced |
| Louisiana State Employees Retirement System | 3,200 | $1.18M | 0.02% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,155 | $1.16M | 0.85% | +30+1.0% | Added |
| Suvretta Capital Management, LLC | 3,150 | $1.16M | 0.05% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,107 | $1.15M | 0.78% | −200−6.0% | Reduced |
| Atria Investments LLC | 3,075 | $1.13M | 0.01% | +67+2.2% | Added |
| Norinchukin Bank, The | 3,046 | $1.12M | 0.02% | +398+15.0% | Added |
| Mission Wealth Management, LP | 3,042 | $1.12M | 0.03% | −52−1.7% | Reduced |
| Gsa Capital Partners LLP | 3,000 | $1.11M | 0.10% | +2,245+297.4% | Added |
| Massmutual Trust Co FSB | 2,988 | $1.10M | 0.03% | −64−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,986 | $1.10M | 0.00% | +130+4.6% | Added |
| AXA S.A. | 2,963 | $1.09M | 0.00% | −85−2.8% | Reduced |
| Diversified Trust Co | 2,923 | $1.08M | 0.03% | +328+12.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,019 | $1.05M | 0.06% | +3,019 | New |
| Ossiam | 2,844 | $1.05M | 0.01% | −15−0.5% | Reduced |
| Oppenheimer & Co Inc | 2,841 | $1.05M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 2,835 | $1.04M | 0.00% | −1,346−32.2% | Reduced |
| Tema ETFs LLC | 2,816 | $1.04M | 0.31% | +1,433+103.6% | Added |
| XTX Topco Ltd | 2,805 | $1.03M | 0.05% | +2,805 | New |
| Versor Investments LP | 2,802 | $1.03M | 0.17% | +1,300+86.6% | Added |
| Advisors Asset Management, Inc. | 2,763 | $1.02M | 0.02% | +158+6.1% | Added |
| Maryland State Retirement & Pension System | 2,755 | $1.02M | 0.02% | −507−15.5% | Reduced |
| Becker Capital Management Inc | 2,750 | $1.01M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,740 | $1.01M | 0.04% | −100−3.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,675 | $985.9K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,674 | $985.6K | 0.02% | +64+2.5% | Added |
| Cypress Advisory Group LLC | 2,652 | $977.4K | 0.89% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,683 | $976.3K | 0.01% | +55+2.1% | Added |
| Venturi Wealth Management, LLC | 2,620 | $965.7K | 0.05% | +124+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,706 | $963.3K | 0.00% | −22−0.8% | Reduced |
| Sanctuary Advisors, LLC | 2,599 | $957.8K | 0.01% | −136−5.0% | Reduced |
| Aberdeen Wealth Management LLC | 2,562 | $944.3K | 0.65% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,534 | $934.0K | 0.00% | −58−2.2% | Reduced |
| Shell Asset Management Co | 2,531 | $933.0K | 0.04% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,524 | $930.3K | 0.02% | −310−10.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,502 | $922.2K | 0.00% | −1,085−30.2% | Reduced |
| Hyperion Capital Advisors LP | 2,473 | $911.5K | 0.50% | −162−6.1% | Reduced |
| Allstate Corp | 2,439 | $898.9K | 0.03% | +647+36.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,426 | $894.0K | 0.01% | −500−17.1% | Reduced |
| Trust Co of Vermont | 2,412 | $889.0K | 0.04% | −24−1.0% | Reduced |
| US Bancorp | 2,371 | $873.9K | 0.00% | −45−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,334 | $860.2K | 0.00% | +1,341+135.0% | Added |
| Warren Averett Asset Management, LLC | 2,330 | $858.8K | 0.01% | −26−1.1% | Reduced |
| Verition Fund Management LLC | 2,314 | $852.9K | 0.00% | +1,170+102.3% | Added |
| Susquehanna Fundamental Investments, LLC | 2,300 | $847.7K | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,295 | $845.9K | 0.05% | −615−21.1% | Reduced |
| Fifth Third Bancorp | 2,273 | $837.8K | 0.00% | +52+2.3% | Added |
| Bank of Stockton | 2,269 | $836.3K | 0.27% | −82−3.5% | Reduced |
| Ballentine Partners, LLC | 2,248 | $828.5K | 0.01% | −33−1.4% | Reduced |
| Quadrant Capital Group LLC | 2,213 | $815.6K | 0.03% | +1,323+148.7% | Added |
| Stock Yards Bank & Trust Co | 2,171 | $800.2K | 0.03% | −2,075−48.9% | Reduced |
| Omers Administration Corp | 2,122 | $782.1K | 0.01% | −347−14.1% | Reduced |