Waters Ownership | Who Owns Waters?

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Waters Ownership Summary

Waters is owned by 96.10% institutional investors, 0.05% insiders, and 3.85% 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	96.10%	0.05%	3.85%
Sector	Healthcare Stocks	47.31%	8.01%	44.69%
Industry	Diagnostics & Research Stocks	48.43%	7.77%	43.80%

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 %
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%
Jun 30, 2023	656	-3.95%	56,118,142	3.62%	95	1.13%	303	1.68%	213	-3.18%

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
Fidelity 500 Index	729.74K	1.23%	-1.07K
Vanguard Growth Index Investor	725.20K	1.22%	4.52K
SPDR® S&P 500® ETF Trust	720.13K	1.21%	245.00
Champlain Mid Cap Fund, LLC	700.67K	1.18%	-29.11K
Janus Henderson Enterprise D	666.46K	1.12%	-
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

Who Owns Waters?

Waters shareholders are primarily institutional investors at 96.10%, followed by 0.05% insiders and 3.85% retail investors. The average institutional ownership in Waters's industry, Diagnostics & Research Stocks, is 48.43%, which Waters exceeds.

Who owns the most shares of Waters?

Waters’s largest shareholders are Vanguard group (7.02M shares, 11.85%), Blackrock (5.65M shares, 9.55%), and Fundsmith llp (3.65M shares, 6.17%). Together, they hold 27.57% of Waters’s total shares outstanding.

Does Blackrock own Waters?

Yes, BlackRock owns 9.55% of Waters, totaling 5.65M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.64B$. In the last quarter, BlackRock increased its holdings by 74.38K shares, a 1.33% change.

Who is Waters’s biggest shareholder by percentage of total assets invested?

C partners gmbh is Waters’s biggest shareholder by percentage of total assets invested, with 6.39% of its assets in 77.04K Waters shares, valued at 22.35M$.

Who is the top mutual fund holder of Waters shares?

Fundsmith Equity I Acc is the top mutual fund holder of Waters shares, with 5.67% of its total shares outstanding invested in 3.37M Waters shares.

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