Jefferies Group's WAT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,806 shares of Waters Corporation (WAT) worth $1.07 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 34,580 shares. Largest reduction occurred in Q3 2025, reducing 28,879 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Waters Corporation (WAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Waters Corporation (WAT) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +8,789 | New Buy | 8,789 | $266.54 |
| Q3 2023 | -6,489 | Reduce 73.83% | 2,300 | $274.21 |
| Q1 2024 | +19,242 | Add 836.61% | 21,542 | $344.23 |
| Q2 2024 | -13,602 | Reduce 63.14% | 7,940 | $290.12 |
| Q3 2024 | +34,580 | Add 435.52% | 42,520 | $359.89 |
| Q4 2024 | -18,059 | Reduce 42.47% | 24,461 | $370.98 |
| Q1 2025 | +3,631 | Add 14.84% | 28,092 | $368.57 |
| Q2 2025 | +787 | Add 2.80% | 28,879 | $349.04 |
| Q3 2025 | -28,879 | Sold Out | 0 | $0.00 |
| Q4 2025 | +2,806 | New Buy | 2,806 | $379.83 |
Jefferies Group's Waters Corporation Investment FAQs
Jefferies Group first purchased Waters Corporation (WAT) in Q2 2023, acquiring 8,789 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Waters Corporation (WAT) for 11 quarters since Q2 2023.
Jefferies Group's largest addition to Waters Corporation (WAT) was in Q3 2024, adding 42,520 shares worth $15.3 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,806 shares of Waters Corporation (WAT), valued at approximately $1.07 M.
As of the Q4 2025 filing, Waters Corporation (WAT) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Waters Corporation (WAT) was 42,520 shares, as reported at the end of Q3 2024.