Institutional Ownership Waters Corp (WAT)
This table provides information about the institutional ownership of Waters Corp (WAT). We have compiled data on the 827 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
15
shares
|
$4,311
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$4,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$4,311
0.0% of portfolio
|
Q3 2023
Reduced 92.68%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
15
shares
|
$4,311
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
15
shares
|
$4,311
0.0% of portfolio
|
Q2 2025
Reduced 74.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
14
shares
|
$4,024
0.0% of portfolio
|
Q1 2022
Reduced 88.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14
shares
|
$4,024
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
14
shares
|
$4,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
14
shares
|
$4,024
0.0% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
13
shares
|
$3,736
0.0% of portfolio
|
Q1 2025
Added 550.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
13
shares
|
$3,736
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
13
shares
|
$3,736
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
12
shares
|
$3,449
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11
shares
|
$3,162
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$3,162
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10
shares
|
$2,874
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10
shares
|
$2,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10
shares
|
$2,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
9
shares
|
$2,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
9
shares
|
$2,587
0.01% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
9
shares
|
$2,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9
shares
|
$2,587
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
9
shares
|
$2,587
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
8
shares
|
$2,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
8
shares
|
$2,299
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|