Waters Ownership | Who Owns Waters?
Waters Ownership Summary
Waters is owned by 93.81% institutional investors, 0.05% insiders, and 6.14% retail investors. Vanguard group is the largest institutional shareholder, holding 11.85% of WAT shares. Fundsmith Equity I Acc is the top mutual fund, with 5.67% of its assets in Waters shares.
WAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Waters | 93.81% | 0.05% | 6.14% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Diagnostics & Research Stocks | 52.07% | 8.42% | 39.50% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.02M | 11.85% | $2.04B |
| Blackrock | 5.65M | 9.55% | $1.64B |
| Fundsmith llp | 3.65M | 6.17% | $1.06B |
| State street | 2.53M | 4.27% | $733.58M |
| Massachusetts financial services co /ma/ | 2.42M | 4.08% | $701.47M |
| Alliancebernstein | 2.36M | 3.98% | $683.47M |
| Bank of new york mellon | 2.08M | 3.51% | $602.37M |
| Generation investment management llp | 1.81M | 3.06% | $525.55M |
| Geode capital management | 1.40M | 2.36% | $405.07M |
| Fundsmith investment services | 1.23M | 2.07% | $356.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| C partners gmbh | 77.04K | 6.39% | $22.35M |
| Signal advisors wealth | 8.06K | 5.11% | $2.34M |
| Tikehau investment management | 19.00K | 4.88% | $5.51M |
| Fundsmith investment services | 1.23M | 4.60% | $356.16M |
| Fundsmith llp | 3.65M | 4.32% | $1.06B |
| Guardcap asset management | 983.58K | 4.08% | $285.36M |
| Ako capital llp | 878.65K | 3.50% | $254.91M |
| Hutchinson capital management/ca | 50.16K | 2.98% | $14.55M |
| Schaper benz & wise investment counsel inc/wi | 105.19K | 2.64% | $30.52M |
| Generation investment management llp | 1.81M | 2.53% | $525.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 674.83K | 0.03% | 674.83K |
| Generation investment management llp | 1.81M | 2.53% | 283.89K |
| Janus henderson group | 879.34K | 0.14% | 173.48K |
| Vanguard group | 7.02M | 0.04% | 142.30K |
| Two sigma investments, lp | 132.28K | 0.09% | 120.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 2.08M | 0.11% | -1.32M |
| Wellington management group llp | 293.16K | 0.02% | -719.69K |
| Massachusetts financial services co /ma/ | 2.42M | 0.22% | -469.93K |
| Td asset management | 247.34K | 0.07% | -196.15K |
| Qube research | - | - | -152.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 674.83K | 0.03% | 674.83K | $195.78M |
| Northwest & ethical investments | 99.63K | 0.83% | 99.63K | $28.90M |
| Marshall wace, llp | 32.04K | 0.01% | 32.04K | $9.30M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 17.51K | 0.06% | 17.51K | $5.08M |
| Corebridge financial | 15.78K | 0.03% | 15.78K | $4.58M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Goalvest advisory | -2.00 |
| First pacific financial | -3.00 |
| Financial synergies wealth advisors | -5.00 |
| Twin tree management, lp | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 697 | -0.29% | 55,642,925 | -2.29% | 93 | 1.02% | 313 | -2.79% | 234 | 5.41% |
| Jun 30, 2024 | 687 | -1.86% | 56,921,752 | -1.25% | 96 | 1.01% | 319 | 21.29% | 220 | -19.71% |
| Mar 31, 2024 | 700 | 1.74% | 57,643,550 | -2.14% | 97 | 0.98% | 263 | -11.74% | 274 | 6.61% |
| Dec 31, 2023 | 688 | 3.77% | 58,905,782 | 4.27% | 99 | 1.09% | 298 | 3.47% | 257 | 13.22% |
| Sep 30, 2023 | 663 | 1.07% | 56,495,859 | 0.67% | 95 | 1.05% | 288 | -4.95% | 227 | 6.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fundsmith Equity I Acc | 3.37M | 5.67% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.87M | 3.15% | -6.81K |
| Vanguard Institutional 500 Index Trust | 1.57M | 2.65% | 18.06K |
| Vanguard Mid Cap Index Institutional | 1.26M | 2.12% | 2.26K |
| SPDR® S&P 500® ETF Trust | 729.83K | 1.23% | -4.06K |
| Fidelity 500 Index | 729.74K | 1.23% | -1.07K |
| Vanguard Growth Index Investor | 725.20K | 1.22% | 4.52K |
| Champlain Mid Cap Fund, LLC | 700.67K | 1.18% | -29.11K |
| iShares Core S&P 500 ETF | 669.89K | 1.13% | 2.06K |
| Janus Inst Mid Cap Growth CF | 666.46K | 1.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2024 | FEARON RICHARD H | - | Buy | $332.90K |
| May 15, 2024 | KUEBLER CHRISTOPHER A | - | Sell | $1.45M |
| Mar 13, 2024 | BADDOUR LINDA | - | Sell | $177.77K |
| Aug 04, 2023 | KUEBLER CHRISTOPHER A | - | Sell | $1.17M |
| Feb 28, 2023 | VERGNANO MARK P | - | Buy | $997.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | 1 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 1 |
WAT Ownership FAQ
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