Institutional Ownership Waters Corp (WAT)
This table provides information about the institutional ownership of Waters Corp (WAT). We have compiled data on the 852 institutions that hold shares in the stock, with a total of 57.8 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
1,728
shares
|
$655,603
0.06% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,725
shares
|
$654,465
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,721
shares
|
$652,947
0.01% of portfolio
|
Q3 2025
Added 184.93%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,720
shares
|
$652,568
0.04% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,718
shares
|
$651,809
0.01% of portfolio
|
Q2 2025
Reduced 35.78%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,715
shares
|
$650,671
0.0% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,711
shares
|
$649,153
0.01% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
1,672
shares
|
$634,356
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,670
shares
|
$633,598
0.22% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,653
shares
|
$627,148
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
1,646
shares
|
$624,492
0.03% of portfolio
|
Q1 2022
Reduced 35.6%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
1,634
shares
|
$619,939
0.28% of portfolio
|
Q2 2025
Reduced 33.93%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
1,634
shares
|
$619,939
0.01% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
1,630
shares
|
$618,422
0.34% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
1,630
shares
|
$618,422
0.11% of portfolio
|
Q4 2024
Added 40650.0%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,627
shares
|
$617,283
0.07% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
1,605
shares
|
$608,937
0.03% of portfolio
|
Q3 2025
Added 21.68%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,602
shares
|
$607,798
0.14% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,584
shares
|
$600,969
0.02% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,581
shares
|
$599,831
0.03% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,570
shares
|
$595,658
0.06% of portfolio
|
Q3 2022
Reduced 9.41%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
1,567
shares
|
$594,519
0.03% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,567
shares
|
$594,519
0.0% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,556
shares
|
$590,346
0.0% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
1,546
shares
|
$586,552
0.0% of portfolio
|
Q3 2025
Added 57.43%
|
|