Filer Snapshot

WATERS PARKERSON & CO., LLC

CIK 0001222993. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

125

Latest filing

29 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

JPM

$99.62M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 29 Apr 2026 for CIK 0001222993.

View Source Filing
Identity
Business address
601 Poydras St., Suite 2210, New Orleans, LA, 70130
SEC ownership signals
SEC ownership coverage

13F portfolio value

$1.95B

Latest parsed Form 13F portfolio value.

Top 13F symbols

JPM, COHR, XOM, V

Largest symbols in the latest parsed Form 13F holdings.

SEC record
Fiscal year end
31 December
Former names
WATERS PARKERSON & CO INC (to 16 Nov 2009)

Filer intelligence

What SEC filings say about WATERS PARKERSON & CO., LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $1.95B across 188 reported holdings for Q1 2026.
  • Largest parsed 13F holding: JPM at $99.62M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 188 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 29 Apr 2026

Top 5 concentration

24%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$468.83M

Compared with $1.95B total 13F value.

Top 5 net change

-$8.59M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CACI ยท Largest trim: IVV

JPM COHR XOM V META Other holdings

JPM

5.1%

Jpmorgan Chase & Co

$99.62M

COHR

5.1%

Coherent Corp

$98.48M

XOM

4.7%

Exxon Mobil Corp

$92.02M

V

4.7%

Visa Inc

$90.88M

META

4.5%

Meta Platforms Inc

$87.84M

Latest update

What changed recently for WATERS PARKERSON & CO., LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 29 Apr 2026.

Benchmark Context

Benchmark context for this company

WATERS PARKERSON & CO., LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001222993 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
125
First seen
24 Apr 2003
Latest filing
29 Apr 2026
Entity
Company

Latest Filings

Showing the latest 12 of 97 SEC filings for WATERS PARKERSON & CO., LLC.

13F-HR File 028-10445

13F-HR filing

Filing date
29 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
12 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
28 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-10445

N-PX filing

Filing date
29 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-10445

N-PX filing

Filing date
29 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-10445

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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