Skip to main content

Waters Corp

WAT
Exchange
NYSE
Industry
Laboratory Analytical Instruments
SEC CIK
0001000697

In the last 90 days, Waters Corp insiders filed 0 open-market purchases and 1 sale; 1,185 institutions reported holding it in 13F filings for Q2 2026, worth $37.3B in total; 3 superinvestors hold it, including Fundsmith and Viking Global Investors.

13F holders, Q2 2025

Institutional positions in Waters Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
771
+16 vs. Q1 2025
Shares held
58.4M
+830.1K (+1.4%) vs. Q1 2025
Total value
$20.4B
−$816.7M (−3.9%) vs. Q1 2025
New holders
82
275 more added
Sold out
66
278 more reduced

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 771 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ2 2025: $20.4B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2025.

Institutions holding WAT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Total Investment Management Inc1$3490.00%+1New
IMA Wealth, Inc.1$3490.00%+1New
Bare Financial Services, Inc1$3490.00%+1New
Bartlett & Co. Wealth Management LLC1$3490.00%+1New
Quaker Wealth Management, LLC1$3500.00%+1New
Quest 10 Wealth Builders, Inc.1$4430.00%00.0%Unchanged
Hughes Financial Services, LLC2$5550.00%−3−60.0%Reduced
Activest Wealth Management2$6980.00%−3−60.0%Reduced
NVWM, LLC2$6980.00%−2−50.0%Reduced
Whipplewood Advisors, LLC2$6980.00%−104−98.1%Reduced
AdvisorNet Financial, Inc2$6980.00%+1+100.0%Added
Stephens Consulting, LLC2$6990.00%+2New
Ogorek Anthony Joseph5$1.00K0.00%−2−28.6%Reduced
Dogwood Wealth Management LLC3$1.04K0.00%+3New
WestEnd Advisors, LLC3$1.05K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC3$1.05K0.00%00.0%Unchanged
Nemes Rush Group LLC3$1.05K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.05K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$1.05K0.00%+1+50.0%Added
HFM Investment Advisors, LLC3$1.05K0.00%+2+200.0%Added
Tortoise Investment Management, LLC3$1.05K0.00%+3New
Valued Wealth Advisors LLC3$1.05K0.00%00.0%Unchanged
Rialto Wealth Management, LLC3$1.05K0.00%+3New
Kilter Group LLC3$1.05K0.00%+3New
Parkworth Wealth Management, Inc.4$1.40K0.00%+3+300.0%Added
High Note Wealth, LLC4$1.40K0.00%+4New
Montag A & Associates Inc4$1.55K0.00%−1−20.0%Reduced
Cornerstone Planning Group LLC6$1.69K0.00%−3−33.3%Reduced
Longfellow Investment Management Co LLC5$1.75K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1.75K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC5$1.75K0.00%00.0%Unchanged
SJS Investment Consulting Inc.5$1.75K0.00%−2−28.6%Reduced
Dunhill Financial, LLC5$1.91K0.00%−9−64.3%Reduced
Truvestments Capital LLC6$2.09K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.10K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$2.39K0.00%+2+50.0%Added
Tacita Capital Inc7$2.44K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.7$2.44K0.00%00.0%Unchanged
UMA Financial Services, Inc.7$2.44K0.00%+4+133.3%Added
Global X Japan Co., Ltd.8$2.79K0.00%+8New
Armstrong Advisory Group, Inc8$2.79K0.00%00.0%Unchanged
Abound Wealth Management8$2.89K0.00%00.0%Unchanged
NBC Securities, Inc.10$3.00K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC9$3.14K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC9$3.14K0.00%+9New
Rakuten Securities, Inc.9$3.14K0.00%+9New
True Wealth Design, LLC9$3.14K0.00%−61−87.1%Reduced
South State Corp.9$3.14K0.00%−12−57.1%Reduced
Mowery & Schoenfeld Wealth Management, LLC9$3.14K0.01%00.0%Unchanged
Geneos Wealth Management Inc.10$3.49K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$3.49K0.00%00.0%Unchanged
Aspect Partners, LLC11$3.84K0.00%00.0%Unchanged
Avion Wealth14$4.00K0.00%+1+7.7%Added
Howard Hughes Medical Institute12$4.19K0.00%+12New
Trust Co of Toledo NA12$4.19K0.00%+12New
Motco15$4.33K0.00%+15New
Colonial Trust Co13$4.39K0.00%00.0%Unchanged
Ancora Advisors, LLC14$4.89K0.00%−2−12.5%Reduced
Rogco, LP15$5.24K0.00%−44−74.6%Reduced
Albion Financial Group15$5.24K0.00%00.0%Unchanged
Key Financial Inc15$5.24K0.00%00.0%Unchanged
Accredited Wealth Management, LLC15$5.24K0.00%00.0%Unchanged
Rossby Financial, LCC15$5.24K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC15$5.24K0.00%+2+15.4%Added
Bell Investment Advisors, Inc17$5.93K0.00%00.0%Unchanged
Financial Management Professionals, Inc.18$6.28K0.00%−5−21.7%Reduced
Atlantic Trust, LLC18$6.28K0.00%+18New
Ameritas Advisory Services, LLC18$6.28K0.00%+18New
DT Investment Partners, LLC19$6.63K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.19$6.63K0.00%+17+850.0%Added
NBT Bank N A20$6.98K0.00%−50−71.4%Reduced
Meeder Asset Management Inc20$6.98K0.00%+6+42.9%Added
Harbour Investments, Inc.21$7.33K0.00%+6+40.0%Added
Whittier Trust Co of Nevada Inc22$7.68K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA22$7.68K0.00%+22New
Sachetta, LLC22$7.68K0.00%00.0%Unchanged
Sierra Ocean, LLC23$8.03K0.01%00.0%Unchanged
NewSquare Capital LLC24$8.38K0.00%−15−38.5%Reduced
Golden State Wealth Management, LLC24$8.38K0.00%00.0%Unchanged
Park Place Capital Corp24$8.57K0.00%+15+166.7%Added
Twin Peaks Wealth Advisors, LLC31$8.72K0.00%+31New
Versant Capital Management, Inc29$10.1K0.00%−478−94.3%Reduced
Essential Partners LLC29$10.1K0.00%+29New
Frazier Financial Advisors, LLC30$10.5K0.01%00.0%Unchanged
Grove Bank & Trust33$11.5K0.00%+5+17.9%Added
Private Wealth Management Group, LLC33$11.5K0.00%−4−10.8%Reduced
ORG Partners LLC33$11.6K0.00%+31+1,550.0%Added
Painted Porch Advisors LLC34$11.9K0.00%00.0%Unchanged
GWM Advisors LLC36$12.6K0.00%+1+2.9%Added
GW&K Investment Management, LLC38$13.0K0.00%+6+18.8%Added
Clear Street Markets LLC40$14.0K0.00%+40New
JFS Wealth Advisors, LLC42$14.7K0.00%−11−20.8%Reduced
Alpine Bank Wealth Management42$14.7K0.00%+42New
Rise Advisors, LLC46$16.1K0.01%−1−2.1%Reduced
Bayforest Capital Ltd48$16.8K0.01%−104−68.4%Reduced
Farmers & Merchants Investments Inc50$17.5K0.00%00.0%Unchanged
Hantz Financial Services, Inc.52$18.0K0.00%+51+5,100.0%Added
Prestige Wealth Management Group LLC52$18.2K0.00%00.0%Unchanged
Independence Bank of Kentucky53$18.5K0.00%00.0%Unchanged
Fortitude Family Office, LLC59$20.6K0.01%−35−37.2%Reduced