Also trades as: 0LTI.L (LSE) · $vol 0M
WAT Institutional Ownership
Waters Corporation
1W: +5.8%
1M: +5.8%
3M: +23.5%
YTD: +22.7%
1Y: +30.3%
3Y: +84.7%
5Y: +34.0%
$468.55
+12.57 (+2.76%)
Weekly Expected Move ±3.8%
$419
$436
$454
$471
$488
Credit Risk of going bust: lower than 76% of companies Debt: 10.2% of company value Bonds: $314.4M held by 260 funds, 67 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.80 (down 99.2%), Waters Corporation would be worth roughly what it owes.
Total debt $5.25B against a stock market value of $46.00B.
Distance to default 8.84 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $2.44B (short-term plus half of long-term), stock volatility 35.3%; Altman Z'' 3.66. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.80 (down 99.2%), Waters Corporation would be worth roughly what it owes.
Total debt $5.25B against a stock market value of $46.00B.
Distance to default 8.84 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $2.44B (short-term plus half of long-term), stock volatility 35.3%; Altman Z'' 3.66. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — WAT
1,328
Institutional Holders
+63 vs prior quarter
0.0%
Ownership
+0.00pp
$35B
Total Invested
163
New Positions
351
Increased
620
Reduced
137
Closed
0.73
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1398 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,484,939 | $4.0B | -58,075 | -0.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6,415,552 | $3.0B | +36,777 | +0.6% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,740,524 | $2.2B | -13,661 | -0.3% | 2Q | SEC ↗ |
| 4 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,625,035 | $2.2B | -5,083 | -0.1% | 71Q | SEC ↗ |
| 5 | STATE STREET CORP | 4,382,008 | $2.1B | +19,998 | +0.5% | 46Q | SEC ↗ |
| 6 | T. Rowe Price Investment Management, I | 3,817,779 | $1.8B | -846,100 | -18.1% | 4Q | SEC ↗ |
| 7 | Invesco Ltd. | 3,494,267 | $1.6B | +1,325,982 | +61.2% | 87Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 2,694,590 | $1.3B | +577,853 | +27.3% | 63Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2,636,146 | $1.2B | -10,312 | -0.4% | 92Q | SEC ↗ |
| 10 | Fundsmith LLP | 2,273,632 | $1.1B | -938,443 | -29.2% | 46Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 2,177,958 | $1.0B | +1,053,930 | +93.8% | 16Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 2,158,391 | $1.0B | +184,743 | +9.4% | 103Q | SEC ↗ |
| 13 | Jupiter Topco LLC NEW | 1,663,601 | $779M | — | +0.0% | 1Q | SEC ↗ |
| 14 | VIKING GLOBAL INVESTORS LP | 1,662,140 | $779M | +405,678 | +32.3% | 2Q | SEC ↗ |
| 15 | JANUS HENDERSON GROUP PLC | 1,638,772 | $768M | +348,379 | +27.0% | 71Q | SEC ↗ |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 1,373,150 | $643M | +561,824 | +69.2% | 19Q | SEC ↗ |
| 17 | First Eagle Investment Management, LLC | 1,335,108 | $626M | -240,079 | -15.2% | 2Q | SEC ↗ |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,264,226 | $592M | +948,023 | +299.8% | 78Q | SEC ↗ |
| 19 | Mawer Investment Management Ltd. | 1,216,947 | $570M | -186,680 | -13.3% | 42Q | SEC ↗ |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 1,114,092 | $522M | +94,803 | +9.3% | 83Q | SEC ↗ |
| 21 | MORGAN STANLEY | 1,097,302 | $514M | -124,612 | -10.2% | 60Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 1,032,726 | $484M | -9,668 | -0.9% | 110Q | SEC ↗ |
| 23 | D. E. Shaw & Co., Inc. | 948,639 | $444M | -76,601 | -7.5% | 38Q | SEC ↗ |
| 24 | FMR LLC | 924,742 | $433M | +421,928 | +83.9% | 110Q | SEC ↗ |
| 25 | MILLENNIUM MANAGEMENT LLC | 894,660 | $419M | +709,492 | +383.2% | 25Q | SEC ↗ |
| 26 | Veritas Asset Management LLP | 851,624 | $399M | -349,189 | -29.1% | 4Q | SEC ↗ |
| 27 | Holocene Advisors, LP | 847,774 | $397M | -69,292 | -7.6% | 4Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 839,592 | $393M | -4,044 | -0.5% | 15Q | SEC ↗ |
| 29 | FUNDSMITH INVESTMENT SERVICES LTD. | 837,764 | $393M | -259,091 | -23.6% | 18Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 816,512 | $383M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 816,512 | $383M | +43,988 | +5.7% | 15Q | SEC ↗ |
| 32 | FRANKLIN RESOURCES INC | 809,339 | $379M | +99,801 | +14.1% | 22Q | SEC ↗ |
| 33 | DIMENSIONAL FUND ADVISORS LP | 801,084 | $375M | -13,632 | -1.7% | 102Q | SEC ↗ |
| 34 | UBS AM, a distinct business unit of UB | 774,955 | $363M | -19,634 | -2.5% | 63Q | SEC ↗ |
| 35 | Allspring Global Investments Holdings, | 774,836 | $363M | +285,982 | +58.5% | 19Q | SEC ↗ |
| 36 | UBS Group AG | 694,851 | $326M | +54,512 | +8.5% | 47Q | SEC ↗ |
| 37 | Legal & General Group Plc | 690,148 | $323M | +5,335 | +0.8% | 27Q | SEC ↗ |
| 38 | VOYA INVESTMENT MANAGEMENT LLC | 653,967 | $306M | +167,388 | +34.4% | 53Q | SEC ↗ |
| 39 | NEUBERGER BERMAN GROUP LLC | 638,786 | $299M | +255,838 | +66.8% | 23Q | SEC ↗ |
| 40 | GOLDMAN SACHS GROUP INC | 584,254 | $274M | +21,194 | +3.8% | 15Q | SEC ↗ |
| 41 | MARSHALL WACE, LLP | 581,332 | $272M | +354,446 | +156.2% | 9Q | SEC ↗ |
| 42 | Artisan Partners Limited Partnership | 560,753 | $263M | +26,177 | +4.9% | 12Q | SEC ↗ |
| 43 | VANGUARD FIDUCIARY TRUST CO | 551,398 | $258M | -4,750 | -0.9% | 2Q | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 503,214 | $236M | -25,694 | -4.9% | 76Q | SEC ↗ |
| 45 | Focus Partners Wealth | 485,602 | $228M | +10,740 | +2.3% | 11Q | SEC ↗ |
| 46 | Amundi | 464,501 | $218M | +32,355 | +7.5% | 21Q | SEC ↗ |
| 47 | Findlay Park Partners LLP | 451,925 | $212M | -15,320 | -3.3% | 12Q | SEC ↗ |
| 48 | Point72 Asset Management, L.P. | 444,225 | $208M | +89,850 | +25.4% | 4Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 436,388 | $204M | -259,256 | -37.3% | 16Q | SEC ↗ |
| 50 | BECK MACK & OLIVER LLC | 434,149 | $203M | +1,943 | +0.4% | 110Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 1,663,601 | $779M |
| Sixth Street Partners Management Co | 816,512 | $383M |
| Capital Research Global Investors | 358,198 | $168M |
| XN LP | 193,146 | $90M |
| NORGES BANK | 188,334 | $88M |
| LMR Partners LLP | 147,305 | $69M |
| Curated Wealth Partners LLC | 102,952 | $48M |
| ARMISTICE CAPITAL, LLC | 75,004 | $35M |
| Rivermont Capital Management LP | 65,467 | $31M |
| Sone Capital Management, LLC | 60,706 | $28M |
| Evelyn Partners Group Ltd | 40,668 | $19M |
| ORBIMED ADVISORS LLC | 40,300 | $19M |
| Integral Health Asset Management, L | 40,000 | $19M |
| LOGAN CAPITAL MANAGEMENT INC | 39,120 | $18M |
| Nykredit A/S | 35,206 | $16M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 22,619 | $11M |
| Cinctive Capital Management LP | 22,035 | $10M |
| Boussard & Gavaudan Investment Mana | 20,845 | $10M |
| PICTON MAHONEY ASSET MANAGEMENT | 20,721 | $10M |
| Zurich Insurance Group Ltd/FI | 17,446 | $8M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vestal Point Capital, LP | 100,000 | $47M |
| BRANDES INVESTMENT PARTNERS, LP | 69,454 | $33M |
| HRT FINANCIAL LP | 68,444 | $32M |
| Caisse de depot et placement du Que | 57,648 | $27M |
| Freemont Management S.A. | 37,700 | $18M |
| M&G PLC | 37,326 | $17M |
| Auto-Owners Insurance Co | 28,387 | $13M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 22,846 | $11M |
| Portolan Capital Management, LLC | 22,379 | $10M |
| Motley Fool Wealth Management, LLC | 17,577 | $8M |
| CORTLAND ASSOCIATES INC/MO | 17,023 | $8M |
| ASR Vermogensbeheer N.V. | 16,768 | $8M |
| Capital Investment Counsel, LLC | 14,199 | $7M |
| Trexquant Investment LP | 13,780 | $6M |
| Elo Mutual Pension Insurance Co | 13,629 | $6M |
| WINTON GROUP Ltd | 12,605 | $6M |
| Perbak Capital Partners LLP | 11,754 | $6M |
| Coleford Investment Management Ltd. | 11,668 | $5M |
| CAMBIAR INVESTORS LLC | 10,951 | $5M |
| GUARDIAN CAPITAL LP | 10,900 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +1,325,982 | +61.2% | 3,494,267 |
| PRICE T ROWE ASSOCIATES INC /MD | +1,053,930 | +93.8% | 2,177,958 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +948,023 | +299.8% | 1,264,226 |
| MILLENNIUM MANAGEMENT LLC | +709,492 | +383.2% | 894,660 |
| ALLIANCEBERNSTEIN L.P. | +577,853 | +27.3% | 2,694,590 |
| WELLINGTON MANAGEMENT GROUP LLP | +561,824 | +69.2% | 1,373,150 |
| FMR LLC | +421,928 | +83.9% | 924,742 |
| VIKING GLOBAL INVESTORS LP | +405,678 | +32.3% | 1,662,140 |
| MARSHALL WACE, LLP | +354,446 | +156.2% | 581,332 |
| JANUS HENDERSON GROUP PLC | +348,379 | +27.0% | 1,638,772 |
| Allspring Global Investments Holdin | +285,982 | +58.5% | 774,836 |
| NEUBERGER BERMAN GROUP LLC | +255,838 | +66.8% | 638,786 |
| JPMORGAN CHASE & CO | +184,743 | +9.4% | 2,158,391 |
| VOYA INVESTMENT MANAGEMENT LLC | +167,388 | +34.4% | 653,967 |
| CANADA PENSION PLAN INVESTMENT BOAR | +156,353 | +2711.2% | 162,120 |
| Balyasny Asset Management L.P. | +136,787 | +8260.1% | 138,443 |
| LGT Group Foundation | +132,144 | +340.9% | 170,904 |
| FRANKLIN RESOURCES INC | +99,801 | +14.1% | 809,339 |
| PRINCIPAL FINANCIAL GROUP INC | +94,803 | +9.3% | 1,114,092 |
| BNP PARIBAS FINANCIAL MARKETS | +92,980 | +65.4% | 235,147 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fundsmith LLP | -938,443 | -29.2% | 2,273,632 |
| T. Rowe Price Investment Management | -846,100 | -18.1% | 3,817,779 |
| AKO CAPITAL LLP | -613,573 | -75.1% | 203,356 |
| Veritas Asset Management LLP | -349,189 | -29.1% | 851,624 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -315,706 | -60.1% | 209,540 |
| Clearbridge Investments, LLC | -307,384 | -64.3% | 170,887 |
| HARRIS ASSOCIATES L P | -270,299 | -93.6% | 18,413 |
| Impax Asset Management Group plc | -269,566 | -85.7% | 45,018 |
| AMERIPRISE FINANCIAL INC | -259,256 | -37.3% | 436,388 |
| FUNDSMITH INVESTMENT SERVICES LTD. | -259,091 | -23.6% | 837,764 |
| First Eagle Investment Management, | -240,079 | -15.2% | 1,335,108 |
| Champlain Investment Partners, LLC | -195,400 | -69.8% | 84,440 |
| Mawer Investment Management Ltd. | -186,680 | -13.3% | 1,216,947 |
| MACKENZIE FINANCIAL CORP | -128,883 | -88.3% | 17,067 |
| MORGAN STANLEY | -124,612 | -10.2% | 1,097,302 |
| DEUTSCHE BANK AG | -118,834 | -22.2% | 416,850 |
| Meridiem Capital Partners LP | -108,554 | -52.2% | 99,260 |
| Woodline Partners LP | -101,066 | -93.7% | 6,844 |
| NORDEA INVESTMENT MANAGEMENT AB | -95,642 | -35.8% | 171,186 |
| D. E. Shaw & Co., Inc. | -76,601 | -7.5% | 948,639 |