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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $6.63K | 0.00% | −2−10.0% | Reduced |
| Eukles Asset Management | 18 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $6.27K | 0.00% | +2+13.3% | Added |
| Ancora Advisors, LLC | 16 | $5.90K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 15 | $5.53K | 0.00% | −10−40.0% | Reduced |
| Albion Financial Group | 15 | $5.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $5.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $5.53K | 0.00% | +5+50.0% | Added |
| Dunhill Financial, LLC | 14 | $5.30K | 0.00% | −2−12.5% | Reduced |
| Meeder Asset Management Inc | 14 | $5.16K | 0.00% | −6−30.0% | Reduced |
| Atala Financial Inc | 14 | $5.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $5.07K | 0.00% | +15 | New |
| Colonial Trust Co | 13 | $4.64K | 0.00% | −50−79.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 12 | $4.42K | 0.00% | +5+71.4% | Added |
| Principia Wealth Advisory, LLC | 13 | $4.38K | 0.00% | +11+550.0% | Added |
| Aspect Partners, LLC | 11 | $4.05K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $4.05K | 0.00% | +2+22.2% | Added |
| Avion Wealth | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $3.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $3.69K | 0.00% | +8+400.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $3.32K | 0.01% | −1−10.0% | Reduced |
| Park Place Capital Corp | 9 | $3.32K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 9 | $3.32K | 0.00% | +9 | New |
| Abound Wealth Management | 8 | $3.05K | 0.00% | −3−27.3% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $3.05K | 0.00% | −1−11.1% | Reduced |
| Cornerstone Planning Group LLC | 9 | $3.01K | 0.00% | +5+125.0% | Added |
| NBC Securities, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Armstrong Advisory Group, Inc | 8 | $2.97K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $2.58K | 0.00% | +4+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.21K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $2.21K | 0.00% | −6−50.0% | Reduced |
| Ogorek Anthony Joseph | 7 | $2.00K | 0.00% | +7 | New |
| Montag A & Associates Inc | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.84K | 0.00% | +4+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.78K | 0.00% | +5 | New |
| NVWM, LLC | 4 | $1.47K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $1.11K | 0.00% | +1+50.0% | Added |
| WestEnd Advisors, LLC | 3 | $1.11K | 0.00% | +2+200.0% | Added |
| Bellevue Asset Management, LLC | 3 | $1.10K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $738 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 106 | $737 | 0.00% | +104+5,200.0% | Added |
| Chesapeake Asset Management LLC | 2 | $737 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $737 | 0.00% | +2 | New |
| ORG Partners LLC | 2 | $712 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $592 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $468 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $369 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 1 | $369 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $369 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $369 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $369 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $369 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −83,760−100.0% | Sold out |
| Progressive Investment Management Corp | 0 | $0 | 0.00% | −20,076−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −14,398−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,619−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,347−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,129−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,436−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Bristol John W & Co Inc | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |