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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,185 | $37.3B |
| Q1 2026 | 1,178 | $29.1B |
| Q4 2025 | 808 | $21.9B |
| Q3 2025 | 755 | $17.2B |
| Q2 2025 | 771 | $20.4B |
| Q1 2025 | 765 | $21.2B |
| Q4 2024 | 761 | $21.2B |
| Q3 2024 | 697 | $20.3B |
| Q2 2024 | 695 | $16.5B |
| Q1 2024 | 689 | $20.1B |
| Q4 2023 | 674 | $19.4B |
| Q3 2023 | 651 | $15.7B |
| Q2 2023 | 647 | $15.0B |
| Q1 2023 | 678 | $16.8B |
| Q4 2022 | 654 | $18.2B |
| Q3 2022 | 644 | $14.5B |
| Q2 2022 | 654 | $17.7B |
| Q1 2022 | 661 | $16.9B |
| Q4 2021 | 667 | $20.4B |
| Q3 2021 | 658 | $19.5B |
| Q2 2021 | 634 | $18.9B |
| Q1 2021 | 600 | $15.5B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 60 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $21.6K | 0.00% | −20−24.4% | Reduced |
| CVA Family Office, LLC | 64 | $22.3K | 0.00% | −9−12.3% | Reduced |
| Private Wealth Asset Management, LLC | 64 | $22.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $23.0K | 0.00% | +12+22.2% | Added |
| Bangor Savings Bank | 70 | $24.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 73 | $25.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 75 | $26.0K | 0.00% | +7+10.3% | Added |
| Parkside Financial Bank & Trust | 78 | $27.2K | 0.00% | +24+44.4% | Added |
| Kestra Investment Management, LLC | 79 | $29.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $31.8K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 91 | $31.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $32.0K | 0.02% | +48+114.3% | Added |
| Bank of Jackson Hole Trust | 92 | $32.1K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 114 | $32.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 96 | $33.5K | 0.00% | +4+4.3% | Added |
| Smithfield Trust Co | 96 | $34.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $34.9K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $34.9K | 0.00% | −52−34.2% | Reduced |
| Asset Dedication, LLC | 101 | $35.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 105 | $36.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 111 | $38.7K | 0.00% | −28−20.1% | Reduced |
| Itau Unibanco Holding S.A. | 111 | $38.7K | 0.00% | −1−0.9% | Reduced |
| Zions Bancorporation, National Association | 120 | $41.9K | 0.00% | +43+55.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | $44.0K | 0.02% | +4+3.3% | Added |
| First Horizon Advisors, Inc. | 131 | $45.7K | 0.00% | +7+5.6% | Added |
| Capital Advisors, Ltd. LLC | 141 | $49.0K | 0.01% | −2−1.4% | Reduced |
| IFP Advisors, Inc | 134 | $51.0K | 0.00% | +53+65.4% | Added |
| Onefund, LLC | 153 | $53.0K | 0.04% | +153 | New |
| TFC Financial Management | 152 | $53.1K | 0.01% | −56−26.9% | Reduced |
| Bogart Wealth, LLC | 155 | $54.1K | 0.00% | −1−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $55.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $57.6K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 172 | $60.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 175 | $61.1K | 0.00% | +175 | New |
| Cromwell Holdings LLC | 181 | $63.2K | 0.04% | +7+4.0% | Added |
| Allworth Financial LP | 183 | $63.9K | 0.00% | −2−1.1% | Reduced |
| Creative Financial Designs Inc | 190 | $66.3K | 0.00% | +160+533.3% | Added |
| Stephenson National Bank & Trust | 209 | $72.9K | 0.02% | +209 | New |
| State of Wyoming | 215 | $75.0K | 0.01% | +215 | New |
| Curat Global, LLC | 216 | $75.4K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 217 | $75.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 222 | $77.5K | 0.00% | +210+1,750.0% | Added |
| Deseret Mutual Benefit Administrators | 227 | $79.2K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 234 | $81.7K | 0.00% | −61−20.7% | Reduced |
| First Pacific Financial | 237 | $82.7K | 0.01% | +9+3.9% | Added |
| Ofi Invest Asset Management | 279 | $83.0K | 0.00% | +86+44.6% | Added |
| Evelyn Partners Investment Management LLP | 250 | $87.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 259 | $90.4K | 0.00% | −1,294−83.3% | Reduced |
| Spire Wealth Management | 271 | $94.6K | 0.00% | +1+0.4% | Added |
| Rothschild Investment LLC | 272 | $94.9K | 0.01% | −25−8.4% | Reduced |
| Banque de Luxembourg S.A. | 262 | $96.6K | 0.06% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 279 | $97.4K | 0.00% | −30−9.7% | Reduced |
| Bryn Mawr Trust Co | 280 | $97.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 290 | $101.0K | 0.00% | +87+42.9% | Added |
| Morse Asset Management, Inc | 290 | $101.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 307 | $107.2K | 0.01% | +1+0.3% | Added |
| Jones Financial Companies LLLP | 306 | $107.8K | 0.00% | −368−54.6% | Reduced |
| Penserra Capital Management LLC | 327 | $114.0K | 0.00% | +38+13.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 340 | $118.7K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 356 | $124.1K | 0.03% | +356 | New |
| CIBC Private Wealth Group, LLC | 358 | $125.0K | 0.00% | −2−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 360 | $125.7K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 350 | $129.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 386 | $134.7K | 0.01% | +175+82.9% | Added |
| Headlands Technologies LLC | 386 | $134.7K | 0.02% | +386 | New |
| Central Trust Co | 390 | $136.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 400 | $139.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 467 | $163.0K | 0.00% | −9−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $174.2K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $176.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 533 | $186.0K | 0.00% | +50+10.4% | Added |
| Clearstead Advisors, LLC | 545 | $190.2K | 0.00% | −5−0.9% | Reduced |
| Quarry LP | 554 | $193.4K | 0.04% | +554 | New |
| Skopos Labs, Inc. | 554 | $193.4K | 0.03% | +182+48.9% | Added |
| Quest Partners LLC | 560 | $195.5K | 0.02% | +206+58.2% | Added |
| Ameritas Investment Partners, Inc. | 566 | $197.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 540 | $200.0K | 0.01% | 00.0% | Unchanged |
| SFE Investment Counsel | 577 | $201.4K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 578 | $201.9K | 0.00% | +578 | New |
| Brookwood Investment Group LLC | 590 | $205.9K | 0.03% | +590 | New |
| Cigna Investments Inc | 589 | $206.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 595 | $207.7K | 0.00% | +83+16.2% | Added |
| Rockland Trust Co | 596 | $208.0K | 0.01% | −9−1.5% | Reduced |
| Gilbert & Cook, Inc. | 597 | $208.4K | 0.03% | −1−0.2% | Reduced |
| Rathbone Brothers plc | 599 | $209.1K | 0.00% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 600 | $209.4K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 600 | $209.4K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 601 | $209.8K | 0.00% | +601 | New |
| Barlow Wealth Partners, Inc. | 600 | $211.2K | 0.03% | −100−14.3% | Reduced |
| Ridgewood Investments LLC | 606 | $211.5K | 0.09% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 610 | $212.9K | 0.00% | −53−8.0% | Reduced |
| Signaturefd, LLC | 614 | $214.4K | 0.00% | +44+7.7% | Added |
| Wealthcare Advisory Partners LLC | 620 | $216.4K | 0.00% | −15−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 604 | $219.9K | 0.01% | +21+3.6% | Added |
| Ostrum Asset Management | 633 | $220.9K | 0.01% | −18−2.8% | Reduced |
| DRW Securities, LLC | 633 | $220.9K | 0.02% | +633 | New |
| Rehmann Capital Advisory Group | 633 | $220.9K | 0.01% | +633 | New |
| Ritholtz Wealth Management | 636 | $222.0K | 0.00% | +10+1.6% | Added |
| HighPoint Advisor Group LLC | 638 | $222.7K | 0.01% | +638 | New |