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 |
|---|---|---|---|---|---|
| Absher Wealth Management, LLC | 2,079 | $766.3K | 0.10% | +27+1.3% | Added |
| Empirical Finance, LLC | 2,076 | $765.2K | 0.05% | +67+3.3% | Added |
| Congress Wealth Management LLC | 2,070 | $763.7K | 0.01% | +2,070 | New |
| S-Bank Fund Management Ltd | 2,071 | $763.3K | 0.14% | +2,071 | New |
| Trillium Asset Management, LLC | 2,054 | $757.0K | 0.02% | −62−2.9% | Reduced |
| CWM, LLC | 2,031 | $749.0K | 0.00% | +609+42.8% | Added |
| Engineers Gate Manager LP | 2,030 | $748.2K | 0.01% | −5,046−71.3% | Reduced |
| CAPROCK Group, Inc. | 2,026 | $746.7K | 0.02% | +277+15.8% | Added |
| Gateway Investment Advisers LLC | 2,025 | $746.4K | 0.01% | −207−9.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,991 | $733.8K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 1,932 | $712.1K | 0.08% | −27−1.4% | Reduced |
| Keybank National Association | 1,912 | $704.7K | 0.00% | −12−0.6% | Reduced |
| Bokf, NA | 1,890 | $696.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,888 | $695.8K | 0.00% | −5,387−74.0% | Reduced |
| Nomura Holdings Inc | 1,872 | $690.0K | 0.00% | −84−4.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,838 | $677.5K | 0.02% | +83+4.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,825 | $672.6K | 0.06% | −97−5.0% | Reduced |
| Canada Pension Plan Investment Board | 1,810 | $667.1K | 0.00% | −2,755−60.4% | Reduced |
| GAMMA Investing LLC | 1,797 | $662.3K | 0.05% | +481+36.6% | Added |
| Guardian Partners Inc. | 1,970 | $659.7K | 0.07% | −255−11.5% | Reduced |
| Aveo Capital Partners, LLC | 1,900 | $656.4K | 0.11% | +1,900 | New |
| Lido Advisors, LLC | 1,742 | $642.4K | 0.00% | +8+0.5% | Added |
| Sheets Smith Wealth Management | 1,728 | $636.9K | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,714 | $631.7K | 0.05% | −1,301−43.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,694 | $624.4K | 0.04% | −45−2.6% | Reduced |
| Applied Finance Capital Management, LLC | 1,677 | $618.1K | 0.05% | −24−1.4% | Reduced |
| O'Rourke & Company, Inc | 1,670 | $615.5K | 0.31% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,666 | $614.0K | 0.12% | +1,666 | New |
| V-Square Quantitative Management LLC | 1,664 | $613.3K | 0.09% | +73+4.6% | Added |
| Greenleaf Trust | 1,653 | $609.2K | 0.01% | +7+0.4% | Added |
| Everence Capital Management Inc | 1,646 | $607.0K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,642 | $605.2K | 0.01% | +758+85.7% | 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 |
| Vident Advisory, LLC | 1,606 | $591.9K | 0.01% | +995+162.8% | Added |
| Oak Ridge Investments LLC | 1,605 | $591.6K | 0.05% | −41−2.5% | Reduced |
| Investment Advisory Group, LLC | 1,601 | $590.1K | 0.20% | −134−7.7% | Reduced |
| Bridgefront Capital, LLC | 1,579 | $582.0K | 0.17% | +1,579 | New |
| Quadrature Capital Ltd | 1,577 | $581.2K | 0.01% | +1,577 | New |
| Federated Hermes, Inc. | 1,553 | $572.4K | 0.00% | +1,283+475.2% | Added |
| Assetmark, Inc | 1,545 | $569.4K | 0.00% | +275+21.7% | Added |
| Banco Santander, S.A. | 1,530 | $563.9K | 0.01% | −100−6.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $563.2K | 0.04% | 00.0% | Unchanged |
| United Services Automobile Association | 1,555 | $563.2K | 0.02% | +1,555 | New |
| Brown, Lisle/Cummings, Inc. | 1,510 | $556.5K | 0.16% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,502 | $553.7K | 0.03% | +172+12.9% | Added |
| Huntington National Bank | 1,468 | $541.1K | 0.00% | +8+0.5% | Added |
| GF Fund Management Co. Ltd. | 1,467 | $540.7K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,459 | $537.7K | 0.01% | +104+7.7% | Added |
| MAI Capital Management | 1,439 | $530.2K | 0.00% | +63+4.6% | Added |
| Principal Securities, Inc. | 1,420 | $526.8K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,422 | $524.1K | 0.18% | +8+0.6% | Added |
| Beacon Pointe Advisors, LLC | 1,404 | $517.5K | 0.01% | +7+0.5% | Added |
| Beaton Management Co. Inc. | 1,402 | $517.0K | 0.27% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,401 | $516.4K | 0.01% | −543−27.9% | Reduced |
| PFG Investments, LLC | 1,373 | $506.0K | 0.03% | +10+0.7% | Added |
| Brave Asset Management Inc | 1,366 | $503.5K | 0.16% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,336 | $492.0K | 0.14% | −2−0.1% | Reduced |
| First Financial Bank - Trust Division | 1,330 | $490.2K | 0.05% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,329 | $489.8K | 0.46% | −26−1.9% | Reduced |
| Avantax Advisory Services, Inc. | 1,315 | $484.7K | 0.00% | +201+18.0% | Added |
| Marble Harbor Investment Counsel, LLC | 1,313 | $483.9K | 0.05% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,312 | $483.6K | 0.41% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,270 | $479.2K | 0.09% | +1,195+1,593.3% | Added |
| Brighton Jones LLC | 1,295 | $477.3K | 0.02% | +26+2.0% | Added |
| Natixis | 1,309 | $476.0K | 0.00% | +1,309 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,289 | $475.1K | 0.10% | −40−3.0% | Reduced |
| Ingalls & Snyder LLC | 1,290 | $475.0K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 1,282 | $472.5K | 0.02% | +277+27.6% | Added |
| Avalon Trust Co | 1,245 | $458.9K | 0.04% | −90−6.7% | Reduced |
| Teza Capital Management LLC | 1,243 | $458.1K | 0.21% | −3,361−73.0% | 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 |
| Eads & Heald Wealth Management | 1,233 | $454.0K | 0.23% | −53−4.1% | Reduced |
| Vontobel Holding Ltd. | 1,230 | $453.3K | 0.00% | −1,308−51.5% | Reduced |
| Compass Ion Advisors, LLC | 1,219 | $449.3K | 0.05% | +2+0.2% | Added |
| TownSquare Capital, LLC | 1,210 | $446.0K | 0.00% | −34−2.7% | Reduced |
| Phoenix Holdings Ltd. | 1,205 | $445.9K | 0.01% | −195−13.9% | Reduced |
| Ransom Advisory, Ltd | 1,200 | $442.3K | 0.22% | +50+4.3% | Added |
| SevenBridge Financial Group, LLC | 1,200 | $440.0K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,189 | $438.2K | 0.03% | +195+19.6% | Added |
| Kovitz Investment Group Partners, LLC | 1,187 | $437.3K | 0.00% | +4+0.3% | Added |
| APG Asset Management US Inc. | 1,227 | $436.8K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 1,182 | $435.6K | 0.00% | −3,802−76.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,175 | $433.1K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,174 | $432.7K | 0.01% | +84+7.7% | Added |
| Farther Finance Advisors, LLC | 1,212 | $431.6K | 0.01% | −1−0.1% | Reduced |
| Arjuna Capital | 1,167 | $430.1K | 0.12% | −37−3.1% | Reduced |
| Advisory Alpha, LLC | 1,164 | $429.0K | 0.01% | +99+9.3% | Added |
| Smartleaf Asset Management LLC | 1,166 | $422.3K | 0.04% | −9−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 1,137 | $419.0K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,131 | $416.9K | 0.05% | +1,131 | New |
| 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 |
| Heartland Bank & Trust Co | 1,122 | $413.5K | 0.21% | +560+99.6% | Added |
| HB Wealth Management, LLC | 1,115 | $411.0K | 0.00% | +151+15.7% | Added |
| Resources Investment Advisors, LLC. | 1,112 | $409.9K | 0.00% | +235+26.8% | Added |
| Claret Asset Management Corp | 1,107 | $408.0K | 0.06% | +4+0.4% | Added |
| Coastline Trust Co | 1,100 | $405.4K | 0.05% | 00.0% | Unchanged |
| Pensionfund Sabic | 1,100 | $405.0K | 0.12% | 00.0% | Unchanged |