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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1,113 | $404.7K | 0.01% | −3,701−76.9% | Reduced |
| Pitcairn Co | 1,090 | $401.7K | 0.02% | +16+1.5% | Added |
| Johnson Investment Counsel Inc | 1,088 | $401.0K | 0.00% | +4+0.4% | Added |
| Crestwood Advisors Group LLC | 1,075 | $396.2K | 0.01% | +49+4.8% | Added |
| Buckingham Strategic Partners | 1,062 | $391.4K | 0.01% | +373+54.1% | Added |
| Accredited Investors Inc. | 1,053 | $388.1K | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,052 | $387.7K | 0.05% | +175+20.0% | Added |
| Integrated Wealth Concepts LLC | 1,048 | $386.3K | 0.00% | +30+2.9% | Added |
| Umb Bank N A | 1,026 | $378.2K | 0.01% | −69−6.3% | Reduced |
| iA Global Asset Management Inc. | 1,010 | $372.0K | 0.01% | +11+1.1% | Added |
| Boston Family Office LLC | 1,004 | $370.0K | 0.03% | +13+1.3% | Added |
| Heritage Investment Group, Inc. | 1,000 | $368.6K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 996 | $367.1K | 0.01% | +3+0.3% | Added |
| Tiaa Trust, National Association | 993 | $366.0K | 0.00% | −54−5.2% | Reduced |
| Seeds Investor LLC | 989 | $364.5K | 0.10% | −52−5.0% | Reduced |
| First Manhattan Co | 975 | $359.4K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 950 | $350.1K | 0.00% | +950 | New |
| Avestar Capital, LLC | 948 | $349.4K | 0.03% | +248+35.4% | Added |
| Nebula Research & Development LLC | 940 | $346.5K | 0.03% | +940 | New |
| E Fund Management Co., Ltd. | 934 | $344.2K | 0.02% | −62−6.2% | Reduced |
| ISAM Funds (UK) Ltd | 929 | $342.4K | 0.17% | +929 | New |
| Snowden Capital Advisors LLC | 920 | $339.1K | 0.01% | −22−2.3% | Reduced |
| Fiera Capital Corp | 920 | $339.1K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 901 | $332.1K | 0.03% | +90+11.1% | Added |
| KPP Advisory Services LLC | 900 | $331.7K | 0.06% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 898 | $331.0K | 0.04% | +898 | New |
| Rice Partnership, LLC | 882 | $325.1K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 875 | $322.5K | 0.11% | −5−0.6% | Reduced |
| Blueshift Asset Management, LLC | 855 | $315.1K | 0.12% | +855 | New |
| Horizon Investments, LLC | 852 | $314.0K | 0.01% | +42+5.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 833 | $307.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Optas, LLC | 826 | $304.4K | 0.05% | +826 | New |
| KilterHowling LLC | 867 | $304.2K | 0.20% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 815 | $300.4K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 806 | $297.0K | 0.01% | −50−5.8% | Reduced |
| Shufro Rose & Co LLC | 800 | $294.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 785 | $289.3K | 0.01% | +22+2.9% | Added |
| National Asset Management, Inc. | 771 | $284.2K | 0.01% | +170+28.3% | Added |
| Buffington Mohr McNeal | 770 | $283.8K | 0.06% | +770 | New |
| Quantitative Investment Management, LLC | 769 | $283.0K | 0.03% | +769 | New |
| J. W. Coons Advisors, LLC | 763 | $281.2K | 0.07% | +763 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $279.4K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 754 | $277.9K | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 747 | $275.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 746 | $275.0K | 0.00% | +2+0.3% | Added |
| Gallacher Capital Management LLC | 736 | $271.3K | 0.13% | +736 | New |
| Canandaigua National Bank & Trust Co | 718 | $264.6K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 708 | $260.9K | 0.00% | +708 | New |
| Columbia Asset Management | 705 | $259.8K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 701 | $258.4K | 0.11% | −58−7.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 693 | $255.4K | 0.08% | 00.0% | Unchanged |
| 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 |
| Perbak Capital Partners LLP | 683 | $251.7K | 0.19% | −2,971−81.3% | Reduced |
| Anchor Capital Advisors LLC | 673 | $247.9K | 0.01% | −21−3.0% | Reduced |
| Stiles Financial Services Inc | 663 | $244.4K | 0.09% | −100−13.1% | Reduced |
| Sagespring Wealth Partners, LLC | 663 | $244.4K | 0.01% | +57+9.4% | Added |
| Jones Financial Companies LLLP | 674 | $244.1K | 0.00% | +576+587.8% | Added |
| FourThought Financial Partners, LLC | 658 | $242.5K | 0.03% | +32+5.1% | Added |
| Portland Global Advisors LLC | 657 | $242.2K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 651 | $239.9K | 0.01% | −17−2.5% | Reduced |
| Barlow Wealth Partners, Inc. | 700 | $236.5K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 635 | $234.0K | 0.01% | +19+3.1% | Added |
| Global Endowment Management, LP | 633 | $233.3K | 0.03% | −531−45.6% | Reduced |
| Ritholtz Wealth Management | 626 | $230.7K | 0.01% | +7+1.1% | Added |
| Creekmur Asset Management LLC | 625 | $230.4K | 0.05% | +625 | New |
| Scientech Research LLC | 621 | $228.9K | 0.06% | +621 | New |
| Ridgewood Investments LLC | 606 | $223.4K | 0.10% | 00.0% | Unchanged |
| Rockland Trust Co | 605 | $223.0K | 0.01% | −21−3.4% | Reduced |
| Birch Hill Investment Advisors LLC | 600 | $221.1K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 600 | $221.1K | 0.02% | +600 | New |
| Rathbone Brothers plc | 599 | $220.8K | 0.00% | −126−17.4% | Reduced |
| Gilbert & Cook, Inc. | 598 | $220.4K | 0.03% | +7+1.2% | Added |
| Pallas Capital Advisors LLC | 591 | $217.8K | 0.01% | +591 | New |
| Cigna Investments Inc | 589 | $217.0K | 0.04% | −14−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 583 | $214.9K | 0.01% | −12−2.0% | Reduced |
| SFE Investment Counsel | 577 | $212.7K | 0.04% | +7+1.2% | Added |
| Checchi Capital Advisers, LLC | 575 | $211.9K | 0.01% | +575 | New |
| Graypoint LLC | 574 | $211.6K | 0.01% | +27+4.9% | Added |
| Callan Family Office, LLC | 573 | $211.2K | 0.02% | −248−30.2% | Reduced |
| Signaturefd, LLC | 570 | $210.3K | 0.00% | +73+14.7% | Added |
| Ameritas Investment Partners, Inc. | 566 | $208.6K | 0.01% | −35−5.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 564 | $207.9K | 0.02% | +14+2.5% | Added |
| Reynders McVeigh Capital Management, LLC | 553 | $204.0K | 0.01% | +8+1.5% | Added |
| Moneta Group Investment Advisors LLC | 553 | $203.8K | 0.00% | +553 | New |
| SIH Partners, LLLP | 553 | $203.8K | 0.02% | +553 | New |
| Bedel Financial Consulting, Inc. | 600 | $203.4K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 550 | $202.7K | 0.00% | +2+0.4% | Added |
| Harvest Fund Management Co., Ltd | 540 | $200.0K | 0.01% | +160+42.1% | Added |
| Exchange Traded Concepts, LLC | 512 | $188.7K | 0.00% | +49+10.6% | Added |
| Versant Capital Management, Inc | 507 | $186.9K | 0.03% | +307+153.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $183.7K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $181.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 483 | $178.0K | 0.00% | −63−11.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 476 | $175.4K | 0.00% | +26+5.8% | Added |
| Tompkins Financial Corp | 400 | $147.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 390 | $143.7K | 0.00% | −35−8.2% | Reduced |