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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 642 | $224.1K | 0.02% | −188−22.7% | Reduced |
| GTS Securities LLC | 644 | $224.8K | 0.01% | +644 | New |
| Patton Fund Management, Inc. | 651 | $227.2K | 0.05% | +651 | New |
| Westerkirk Capital Inc. | 654 | $228.3K | 0.03% | +654 | New |
| Anchor Capital Advisors LLC | 657 | $229.3K | 0.01% | −16−2.4% | Reduced |
| Canandaigua National Bank & Trust Co | 657 | $229.3K | 0.02% | −61−8.5% | Reduced |
| Portland Global Advisors LLC | 657 | $229.3K | 0.03% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 663 | $231.4K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 665 | $232.1K | 0.07% | −210−24.0% | Reduced |
| Sivia Capital Partners, LLC | 665 | $232.1K | 0.08% | +665 | New |
| Advisory Services Network, LLC | 805 | $232.5K | 0.00% | +20+2.5% | Added |
| Trust Asset Management LLC | 687 | $239.8K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 689 | $240.5K | 0.01% | −82−10.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 693 | $241.9K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 705 | $246.1K | 0.05% | 00.0% | Unchanged |
| Global Endowment Management, LP | 712 | $248.5K | 0.03% | +79+12.5% | Added |
| RSM US Wealth Management LLC | 720 | $251.2K | 0.00% | −1,954−73.1% | Reduced |
| Gen-Wealth Partners Inc | 728 | $254.1K | 0.10% | +27+3.9% | Added |
| Fox Run Management, L.L.C. | 729 | $254.4K | 0.04% | +729 | New |
| MBB Public Markets I LLC | 733 | $255.8K | 0.03% | −165−18.4% | Reduced |
| FourThought Financial Partners, LLC | 743 | $259.3K | 0.03% | +85+12.9% | Added |
| South Dakota Investment Council | 747 | $261.0K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 753 | $262.8K | 0.06% | −10−1.3% | Reduced |
| Northstar Asset Management LLC | 754 | $263.2K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 764 | $266.7K | 0.02% | −137−15.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 764 | $266.7K | 0.02% | +764 | New |
| Benjamin Edwards Inc | 773 | $269.8K | 0.00% | +27+3.6% | Added |
| Entropy Technologies, LP | 784 | $273.6K | 0.02% | +184+30.7% | Added |
| Allianz SE | 795 | $277.5K | 0.01% | +795 | New |
| Ipswich Investment Management Co., Inc. | 805 | $281.0K | 0.07% | −25−3.0% | Reduced |
| Viewpoint Capital Management LLC | 815 | $284.5K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 822 | $286.9K | 0.02% | +135+19.7% | Added |
| Creekmur Asset Management LLC | 828 | $289.0K | 0.05% | +203+32.5% | Added |
| Profund Advisors LLC | 839 | $292.8K | 0.01% | +9+1.1% | Added |
| Shufro Rose & Co LLC | 800 | $294.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 849 | $296.3K | 0.01% | +43+5.3% | Added |
| EP Wealth Advisors, LLC | 850 | $296.5K | 0.00% | +850 | New |
| TD Private Client Wealth LLC | 858 | $299.5K | 0.01% | −138−13.9% | Reduced |
| KilterHowling LLC | 867 | $302.6K | 0.18% | 00.0% | Unchanged |
| Rice Partnership, LLC | 882 | $307.9K | 0.05% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 900 | $314.1K | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 900 | $314.1K | 0.00% | +900 | New |
| Snowden Capital Advisors LLC | 904 | $315.5K | 0.01% | −16−1.7% | Reduced |
| E Fund Management Co., Ltd. | 908 | $316.9K | 0.02% | −26−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 912 | $318.3K | 0.01% | −201−18.1% | Reduced |
| Aigen Investment Management, LP | 918 | $320.4K | 0.04% | +918 | New |
| Pitcairn Co | 920 | $321.1K | 0.02% | −170−15.6% | Reduced |
| Fiera Capital Corp | 920 | $321.1K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 931 | $325.0K | 0.08% | −58−5.9% | Reduced |
| 111 Capital | 935 | $326.4K | 0.06% | +935 | New |
| Boothbay Fund Management, LLC | 973 | $339.6K | 0.01% | +973 | New |
| SevenBridge Financial Group, LLC | 1,200 | $342.6K | 0.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 982 | $342.8K | 0.00% | +32+3.4% | Added |
| Forum Financial Management, LP | 992 | $346.2K | 0.01% | +992 | New |
| Smartleaf Asset Management LLC | 983 | $346.6K | 0.03% | −183−15.7% | Reduced |
| Buckingham Strategic Partners | 998 | $348.7K | 0.00% | −64−6.0% | Reduced |
| iA Global Asset Management Inc. | 999 | $349.0K | 0.01% | −11−1.1% | Reduced |
| Heritage Investment Group, Inc. | 1,000 | $349.0K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,003 | $350.0K | 0.02% | −1−0.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,033 | $360.6K | 0.08% | −237−18.7% | Reduced |
| HB Wealth Management, LLC | 1,044 | $364.4K | 0.00% | −71−6.4% | Reduced |
| NorthRock Partners, LLC | 1,050 | $366.5K | 0.01% | −124−10.6% | Reduced |
| Accredited Investors Inc. | 1,053 | $367.5K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,055 | $368.2K | 0.01% | +29+2.8% | Added |
| Vontobel Holding Ltd. | 1,091 | $380.8K | 0.00% | −139−11.3% | Reduced |
| Heartland Bank & Trust Co | 1,092 | $381.2K | 0.18% | −30−2.7% | Reduced |
| Canvas Wealth Advisors, LLC | 1,264 | $382.2K | 0.08% | +1,264 | New |
| Claret Asset Management Corp | 1,098 | $383.0K | 0.05% | −9−0.8% | Reduced |
| Coastline Trust Co | 1,100 | $383.9K | 0.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 1,100 | $384.0K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,103 | $385.0K | 0.00% | −9−0.8% | Reduced |
| Walleye Capital LLC | 1,104 | $385.3K | 0.00% | +1,104 | New |
| Kovitz Investment Group Partners, LLC | 1,118 | $390.3K | 0.00% | −69−5.8% | Reduced |
| Crestwood Advisors Group LLC | 1,126 | $393.0K | 0.01% | +51+4.7% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $397.0K | 0.03% | 00.0% | Unchanged |
| Arjuna Capital | 1,139 | $397.6K | 0.10% | −28−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,143 | $399.0K | 0.00% | −2,411−67.8% | Reduced |
| Johnson Investment Counsel Inc | 1,155 | $403.1K | 0.00% | +67+6.2% | Added |
| Farther Finance Advisors, LLC | 1,166 | $407.1K | 0.01% | −46−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,180 | $411.9K | 0.02% | +5+0.4% | Added |
| Phoenix Holdings Ltd. | 1,185 | $413.3K | 0.01% | −20−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,185 | $413.6K | 0.00% | −219−15.6% | Reduced |
| Ransom Advisory, Ltd | 1,200 | $418.8K | 0.20% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,216 | $424.0K | 0.02% | −2,225−64.7% | Reduced |
| Compass Ion Advisors, LLC | 1,219 | $425.5K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,225 | $427.6K | 0.03% | +99+8.8% | Added |
| Avalon Trust Co | 1,245 | $434.6K | 0.03% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 1,227 | $438.1K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,282 | $447.0K | 0.22% | +49+4.0% | Added |
| Kuhn & Co Investment Counsel | 1,282 | $447.5K | 0.34% | −30−2.3% | Reduced |
| Savant Capital, LLC | 1,282 | $447.5K | 0.00% | +44+3.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,289 | $449.9K | 0.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,290 | $450.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,302 | $454.0K | 0.22% | −100−7.1% | Reduced |
| Merit Financial Group, LLC | 1,303 | $454.7K | 0.01% | +1,303 | New |
| MeadowBrook Investment Advisors LLC | 1,306 | $455.8K | 0.42% | −23−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,311 | $457.6K | 0.00% | +263+25.1% | Added |
| Argent Trust Co | 1,311 | $457.6K | 0.02% | +29+2.3% | Added |
| Marble Harbor Investment Counsel, LLC | 1,313 | $458.3K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,319 | $460.4K | 0.04% | +267+25.4% | Added |