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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 372 | $137.1K | 0.03% | +10+2.8% | Added |
| Rosenberg Matthew Hamilton | 360 | $132.7K | 0.03% | +12+3.4% | Added |
| Quest Partners LLC | 354 | $130.5K | 0.01% | +354 | New |
| Sunbelt Securities, Inc. | 350 | $129.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 340 | $125.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 330 | $121.6K | 0.01% | +90+37.5% | Added |
| SBI Securities Co., Ltd. | 309 | $113.9K | 0.00% | +300+3,333.3% | Added |
| Manchester Capital Management LLC | 306 | $112.8K | 0.01% | −85−21.7% | Reduced |
| New Age Alpha Advisors, LLC | 301 | $110.9K | 0.00% | +301 | New |
| CIBC Private Wealth Group, LLC | 360 | $110.8K | 0.00% | −39−9.8% | Reduced |
| Eastern Bank | 300 | $110.6K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 300 | $110.6K | 0.04% | +300 | New |
| Rothschild Investment LLC | 297 | $109.5K | 0.01% | +4+1.4% | Added |
| Leonteq Securities AG | 295 | $108.7K | 0.01% | +4+1.4% | Added |
| Morse Asset Management, Inc | 290 | $106.9K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 289 | $106.0K | 0.00% | −138−32.3% | Reduced |
| Bryn Mawr Trust Co | 280 | $103.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 270 | $99.5K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 262 | $96.6K | 0.06% | −159−37.8% | Reduced |
| Evelyn Partners Investment Management LLP | 250 | $92.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 239 | $88.1K | 0.01% | +10+4.4% | Added |
| First Pacific Financial | 228 | $84.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 227 | $83.7K | 0.04% | −44−16.2% | Reduced |
| eCIO, Inc. | 227 | $83.7K | 0.03% | +227 | New |
| Whittier Trust Co | 217 | $80.0K | 0.00% | −200−48.0% | Reduced |
| Curat Global, LLC | 216 | $79.6K | 0.10% | +216 | New |
| EverSource Wealth Advisors, LLC | 211 | $77.8K | 0.00% | +86+68.8% | Added |
| TFC Financial Management | 208 | $76.7K | 0.01% | +4+2.0% | Added |
| CX Institutional | 203 | $75.0K | 0.00% | +203 | New |
| Edmond de Rothschild Holding S.A. | 188 | $69.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 193 | $65.9K | 0.00% | +193 | New |
| Mirova | 177 | $65.2K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 175 | $64.8K | 0.02% | +5+2.9% | Added |
| Cromwell Holdings LLC | 174 | $64.1K | 0.04% | +2+1.2% | Added |
| Allworth Financial LP | 185 | $63.0K | 0.00% | +1+0.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $60.8K | 0.02% | +45+37.5% | Added |
| Boyd Watterson Asset Management LLC | 160 | $59.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 156 | $57.5K | 0.00% | −2−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $56.0K | 0.01% | −14−8.4% | Reduced |
| Bayforest Capital Ltd | 152 | $56.0K | 0.02% | +9+6.3% | Added |
| Sentry Investment Management LLC | 172 | $56.0K | 0.04% | −51−22.9% | Reduced |
| Capital Advisors, Ltd. LLC | 143 | $53.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 139 | $51.2K | 0.00% | −398−74.1% | Reduced |
| First Horizon Advisors, Inc. | 124 | $45.7K | 0.00% | −3−2.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $45.0K | 0.02% | +1+0.8% | Added |
| Murphy & Mullick Capital Management Corp | 114 | $42.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 112 | $41.0K | 0.00% | −1−0.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 111 | $40.9K | 0.03% | +111 | New |
| Cape Investment Advisory, Inc. | 105 | $38.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 101 | $37.2K | 0.00% | +1+1.0% | Added |
| Washington Trust Co | 100 | $36.9K | 0.00% | −10−9.1% | Reduced |
| Piscataqua Savings Bank | 100 | $36.9K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $34.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 94 | $34.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $33.9K | 0.00% | +20+27.8% | Added |
| Kennebec Savings Bank | 91 | $33.5K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $33.5K | 0.00% | −3−3.2% | Reduced |
| Private Trust Co NA | 82 | $30.2K | 0.00% | +20+32.3% | Added |
| IFP Advisors, Inc | 81 | $29.9K | 0.00% | +44+118.9% | Added |
| Riverview Trust Co | 80 | $29.5K | 0.03% | −2−2.4% | Reduced |
| Kestra Investment Management, LLC | 79 | $29.1K | 0.00% | +29+58.0% | Added |
| Zions Bancorporation, National Association | 77 | $28.4K | 0.00% | +77 | New |
| Indiana Trust & Investment Management CO | 73 | $26.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 73 | $26.9K | 0.00% | +14+23.7% | Added |
| NBT Bank N A | 70 | $25.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $25.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $25.8K | 0.01% | +60+600.0% | Added |
| Hemington Wealth Management | 68 | $25.0K | 0.00% | +12+21.4% | Added |
| Financial Network Wealth Management LLC | 70 | $25.0K | 0.01% | +70 | New |
| Private Wealth Asset Management, LLC | 64 | $23.6K | 0.00% | +64 | New |
| First PREMIER Bank | 60 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 59 | $21.7K | 0.01% | −15−20.3% | Reduced |
| Parkside Financial Bank & Trust | 54 | $19.9K | 0.00% | −43−44.3% | Reduced |
| MV Capital Management, Inc. | 54 | $19.9K | 0.00% | −1−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $19.5K | 0.00% | +2+3.9% | Added |
| Independence Bank of Kentucky | 53 | $19.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $19.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $18.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $18.1K | 0.00% | −3−5.8% | Reduced |
| Rise Advisors, LLC | 47 | $17.3K | 0.01% | +1+2.2% | Added |
| Covestor Ltd | 42 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 42 | $15.0K | 0.01% | +42 | New |
| Mechanics Financial Corp | 40 | $14.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $14.4K | 0.00% | +35+875.0% | Added |
| Private Wealth Management Group, LLC | 37 | $13.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $12.9K | 0.00% | −1−2.8% | Reduced |
| Painted Porch Advisors LLC | 34 | $12.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 32 | $12.0K | 0.00% | +1+3.2% | Added |
| Frazier Financial Advisors, LLC | 30 | $11.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $11.1K | 0.00% | +18+150.0% | Added |
| Grove Bank & Trust | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 24 | $8.85K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $8.48K | 0.01% | +3+15.0% | Added |
| Financial Management Professionals, Inc. | 23 | $8.48K | 0.00% | +4+21.1% | Added |
| Saudi Central Bank | 23 | $8.48K | 0.04% | +23 | New |
| Sachetta, LLC | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $7.74K | 0.00% | +21 | New |