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 Financial Bank - Trust Division | 1,330 | $464.2K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,336 | $466.3K | 0.00% | +98+7.9% | Added |
| Brave Asset Management Inc | 1,366 | $476.8K | 0.13% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,369 | $477.0K | 0.12% | +33+2.5% | Added |
| Empowered Funds, LLC | 1,387 | $484.1K | 0.01% | +261+23.2% | Added |
| Atlas Brown,Inc. | 1,413 | $493.2K | 0.16% | −9−0.6% | Reduced |
| Brighton Jones LLC | 1,429 | $498.8K | 0.01% | +134+10.3% | Added |
| PFG Investments, LLC | 1,433 | $500.2K | 0.03% | +60+4.4% | Added |
| Callan Family Office, LLC | 1,444 | $504.0K | 0.02% | +871+152.0% | Added |
| Sanctuary Advisors, LLC | 1,445 | $504.2K | 0.00% | −1,154−44.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,445 | $504.4K | 0.13% | −65−4.3% | Reduced |
| Aptus Capital Advisors, LLC | 1,450 | $506.1K | 0.00% | −9−0.6% | Reduced |
| GF Fund Management Co. Ltd. | 1,457 | $508.6K | 0.01% | −10−0.7% | Reduced |
| MAI Capital Management | 1,465 | $511.4K | 0.00% | +26+1.8% | Added |
| Farringdon Capital, Ltd. | 1,478 | $515.9K | 0.17% | +1,478 | New |
| R Squared Ltd | 1,497 | $522.5K | 0.29% | +1,497 | New |
| Huntington National Bank | 1,511 | $527.4K | 0.00% | +43+2.9% | Added |
| Applied Finance Capital Management, LLC | 1,521 | $530.9K | 0.04% | −156−9.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $533.3K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 1,582 | $552.2K | 0.00% | −71−4.3% | Reduced |
| Atomi Financial Group, Inc. | 1,585 | $553.3K | 0.02% | +83+5.5% | Added |
| Cinctive Capital Management LP | 1,590 | $555.0K | 0.03% | −14,002−89.8% | Reduced |
| Banco Santander, S.A. | 1,590 | $555.0K | 0.01% | +60+3.9% | Added |
| Advisory Alpha, LLC | 1,591 | $555.3K | 0.02% | +427+36.7% | Added |
| Wetherby Asset Management Inc | 1,594 | $556.4K | 0.02% | +1,594 | New |
| Principal Securities, Inc. | 1,598 | $557.6K | 0.01% | +178+12.5% | Added |
| Investment Advisory Group, LLC | 1,602 | $559.1K | 0.17% | +1+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,602 | $559.2K | 0.04% | −112−6.5% | Reduced |
| Oak Ridge Investments LLC | 1,610 | $562.0K | 0.04% | +5+0.3% | Added |
| Wahed Invest LLC | 1,618 | $564.7K | 0.09% | +1,618 | New |
| Charter Research & Investment Group, Inc. | 1,630 | $568.9K | 0.42% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,630 | $568.9K | 0.14% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,634 | $570.3K | 0.36% | −839−33.9% | Reduced |
| Everence Capital Management Inc | 1,646 | $575.0K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,670 | $582.9K | 0.27% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,688 | $589.2K | 0.03% | −6−0.4% | Reduced |
| Raiffeisen Bank International AG | 1,690 | $591.5K | 0.01% | +1,690 | New |
| Capstone Investment Advisors, LLC | 1,698 | $592.7K | 0.01% | +1,698 | New |
| Guardian Partners Inc. | 1,710 | $597.1K | 0.05% | −260−13.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,718 | $599.7K | 0.02% | −957−35.8% | Reduced |
| GAMMA Investing LLC | 1,718 | $599.7K | 0.04% | −79−4.4% | Reduced |
| Sheets Smith Wealth Management | 1,728 | $603.1K | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,740 | $607.3K | 0.01% | +134+8.3% | Added |
| V-Square Quantitative Management LLC | 1,752 | $611.5K | 0.08% | +88+5.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,800 | $628.3K | 0.05% | −25−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,805 | $632.1K | 0.02% | −33−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,881 | $657.8K | 0.00% | −7−0.4% | Reduced |
| Bokf, NA | 1,890 | $659.7K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 1,910 | $666.7K | 0.00% | −2−0.1% | Reduced |
| Atria Investments LLC | 1,923 | $671.2K | 0.01% | −1,152−37.5% | Reduced |
| Global Retirement Partners, LLC | 1,933 | $674.8K | 0.02% | +1,933 | New |
| Sterling Capital Management LLC | 1,939 | $676.8K | 0.01% | +538+38.4% | Added |
| Vega Investment Solutions | 1,949 | $680.3K | 0.16% | +283+17.0% | Added |
| S-Bank Fund Management Ltd | 1,976 | $689.7K | 0.10% | −95−4.6% | Reduced |
| Absher Wealth Management, LLC | 2,035 | $710.3K | 0.09% | −44−2.1% | Reduced |
| Trillium Asset Management, LLC | 2,054 | $717.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,060 | $719.0K | 0.00% | +745+56.7% | Added |
| Assetmark, Inc | 2,084 | $727.4K | 0.00% | +539+34.9% | Added |
| Gateway Investment Advisers LLC | 2,085 | $727.7K | 0.01% | +60+3.0% | Added |
| Empirical Finance, LLC | 2,092 | $730.2K | 0.04% | +16+0.8% | Added |
| Congress Wealth Management LLC | 2,112 | $737.2K | 0.01% | +42+2.0% | Added |
| Omers Administration Corp | 2,122 | $740.7K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 2,155 | $752.2K | 0.22% | −114−5.0% | Reduced |
| Ballentine Partners, LLC | 2,159 | $753.6K | 0.01% | −89−4.0% | Reduced |
| Lecap Asset Management Ltd | 2,177 | $759.9K | 0.27% | +2,177 | New |
| Natixis | 2,178 | $760.2K | 0.00% | +869+66.4% | Added |
| Lido Advisors, LLC | 2,187 | $763.5K | 0.00% | +445+25.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,223 | $775.9K | 0.03% | −12,418−84.8% | Reduced |
| Stock Yards Bank & Trust Co | 2,226 | $777.0K | 0.03% | +55+2.5% | Added |
| Horizon Investments, LLC | 2,242 | $782.5K | 0.01% | +1,390+163.1% | Added |
| Mengis Capital Management, Inc. | 2,250 | $785.3K | 0.17% | −3,750−62.5% | Reduced |
| QRG Capital Management, Inc. | 2,251 | $785.7K | 0.01% | +609+37.1% | Added |
| Venturi Wealth Management, LLC | 2,262 | $789.5K | 0.04% | −358−13.7% | Reduced |
| Warren Averett Asset Management, LLC | 2,278 | $795.1K | 0.01% | −52−2.2% | Reduced |
| Grandfield & Dodd, LLC | 2,295 | $801.0K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,295 | $801.0K | 0.17% | +2,295 | New |
| Susquehanna Fundamental Investments, LLC | 2,300 | $802.8K | 0.02% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,359 | $823.4K | 0.11% | −929−28.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,373 | $828.3K | 0.00% | +1,665+235.2% | Added |
| Forte Capital LLC | 2,377 | $829.7K | 0.09% | +445+23.0% | Added |
| Trust Co of Vermont | 2,412 | $841.9K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,412 | $842.0K | 0.00% | −574−19.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,466 | $861.0K | 0.00% | +132+5.7% | Added |
| EFG Asset Management (North America) Corp. | 2,499 | $872.7K | 0.12% | −1,362−35.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,524 | $881.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,528 | $882.4K | 0.00% | +255+11.2% | Added |
| Quadrant Capital Group LLC | 2,551 | $890.4K | 0.03% | +338+15.3% | Added |
| Aberdeen Wealth Management LLC | 2,562 | $894.2K | 0.59% | 00.0% | Unchanged |
| CWM, LLC | 2,585 | $902.0K | 0.00% | +554+27.3% | Added |
| Tiaa Trust, National Association | 2,598 | $906.8K | 0.00% | +1,605+161.6% | Added |
| Massmutual Trust Co FSB | 2,622 | $915.2K | 0.02% | −366−12.2% | Reduced |
| Cypress Advisory Group LLC | 2,642 | $922.2K | 0.72% | −10−0.4% | Reduced |
| US Bancorp | 2,681 | $935.8K | 0.00% | +310+13.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,622 | $936.2K | 0.00% | −84−3.1% | Reduced |
| Park Avenue Securities LLC | 2,725 | $951.0K | 0.01% | +2,725 | New |
| New Mexico Educational Retirement Board | 2,740 | $956.0K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,741 | $956.7K | 0.01% | +750+37.7% | Added |
| Becker Capital Management Inc | 2,750 | $959.9K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,784 | $971.7K | 0.00% | +250+9.9% | Added |
| Oppenheimer & Co Inc | 2,791 | $974.2K | 0.01% | −50−1.8% | Reduced |