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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$18,970
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
49
shares
|
$18,590
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
48
shares
|
$18,211
0.0% of portfolio
|
Q3 2025
Added 585.71%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
42
shares
|
$15,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
41
shares
|
$15,555
0.01% of portfolio
|
Q3 2023
Added 13.89%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
40
shares
|
$15,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
38
shares
|
$14,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
36
shares
|
$13,658
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
36
shares
|
$13,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
34
shares
|
$12,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
34
shares
|
$12,899
0.0% of portfolio
|
Q3 2025
Reduced 77.63%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
34
shares
|
$12,899
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
34
shares
|
$12,899
0.0% of portfolio
|
Q4 2023
Reduced 41.38%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
33
shares
|
$12,520
0.0% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
33
shares
|
$12,520
0.0% of portfolio
|
Q3 2025
Reduced 75.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
32
shares
|
$12,140
0.0% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
30
shares
|
$11,382
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
30
shares
|
$11,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
30
shares
|
$11,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
29
shares
|
$11,002
0.0% of portfolio
|
Q3 2025
Added 222.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
28
shares
|
$10,623
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27
shares
|
$10,243
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
27
shares
|
$10,243
0.0% of portfolio
|
Q4 2024
Reduced 34.15%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
22
shares
|
$8,346
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$8,346
0.0% of portfolio
|
Q4 2022
Added 2100.0%
|
|