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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 2,250 | $785.3K | 0.17% | −3,750−62.5% | Reduced |
| Horizon Investments, LLC | 2,242 | $782.5K | 0.01% | +1,390+163.1% | Added |
| Stock Yards Bank & Trust Co | 2,226 | $777.0K | 0.03% | +55+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,223 | $775.9K | 0.03% | −12,418−84.8% | Reduced |
| Lido Advisors, LLC | 2,187 | $763.5K | 0.00% | +445+25.5% | Added |
| Natixis | 2,178 | $760.2K | 0.00% | +869+66.4% | Added |
| Lecap Asset Management Ltd | 2,177 | $759.9K | 0.27% | +2,177 | New |
| Ballentine Partners, LLC | 2,159 | $753.6K | 0.01% | −89−4.0% | Reduced |
| Bank of Stockton | 2,155 | $752.2K | 0.22% | −114−5.0% | Reduced |
| Omers Administration Corp | 2,122 | $740.7K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,112 | $737.2K | 0.01% | +42+2.0% | Added |
| Empirical Finance, LLC | 2,092 | $730.2K | 0.04% | +16+0.8% | Added |
| Gateway Investment Advisers LLC | 2,085 | $727.7K | 0.01% | +60+3.0% | Added |
| Assetmark, Inc | 2,084 | $727.4K | 0.00% | +539+34.9% | Added |
| Avantax Advisory Services, Inc. | 2,060 | $719.0K | 0.00% | +745+56.7% | Added |
| Trillium Asset Management, LLC | 2,054 | $717.0K | 0.02% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,035 | $710.3K | 0.09% | −44−2.1% | Reduced |
| S-Bank Fund Management Ltd | 1,976 | $689.7K | 0.10% | −95−4.6% | Reduced |
| Vega Investment Solutions | 1,949 | $680.3K | 0.16% | +283+17.0% | Added |
| Sterling Capital Management LLC | 1,939 | $676.8K | 0.01% | +538+38.4% | Added |
| Global Retirement Partners, LLC | 1,933 | $674.8K | 0.02% | +1,933 | New |
| Atria Investments LLC | 1,923 | $671.2K | 0.01% | −1,152−37.5% | Reduced |
| Keybank National Association | 1,910 | $666.7K | 0.00% | −2−0.1% | Reduced |
| Bokf, NA | 1,890 | $659.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,881 | $657.8K | 0.00% | −7−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,805 | $632.1K | 0.02% | −33−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,800 | $628.3K | 0.05% | −25−1.4% | Reduced |
| V-Square Quantitative Management LLC | 1,752 | $611.5K | 0.08% | +88+5.3% | Added |
| Vident Advisory, LLC | 1,740 | $607.3K | 0.01% | +134+8.3% | Added |
| Sheets Smith Wealth Management | 1,728 | $603.1K | 0.07% | 00.0% | Unchanged |
| 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 |
| Guardian Partners Inc. | 1,710 | $597.1K | 0.05% | −260−13.2% | Reduced |
| Capstone Investment Advisors, LLC | 1,698 | $592.7K | 0.01% | +1,698 | New |
| Raiffeisen Bank International AG | 1,690 | $591.5K | 0.01% | +1,690 | New |
| Meeder Advisory Services, Inc. | 1,688 | $589.2K | 0.03% | −6−0.4% | Reduced |
| O'Rourke & Company, Inc | 1,670 | $582.9K | 0.27% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,646 | $575.0K | 0.04% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,634 | $570.3K | 0.36% | −839−33.9% | Reduced |
| 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 |
| Wahed Invest LLC | 1,618 | $564.7K | 0.09% | +1,618 | New |
| Oak Ridge Investments LLC | 1,610 | $562.0K | 0.04% | +5+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,602 | $559.2K | 0.04% | −112−6.5% | Reduced |
| Investment Advisory Group, LLC | 1,602 | $559.1K | 0.17% | +1+0.1% | Added |
| Principal Securities, Inc. | 1,598 | $557.6K | 0.01% | +178+12.5% | Added |
| Wetherby Asset Management Inc | 1,594 | $556.4K | 0.02% | +1,594 | New |
| Advisory Alpha, LLC | 1,591 | $555.3K | 0.02% | +427+36.7% | 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 |
| Atomi Financial Group, Inc. | 1,585 | $553.3K | 0.02% | +83+5.5% | Added |
| Greenleaf Trust | 1,582 | $552.2K | 0.00% | −71−4.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $533.3K | 0.03% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,521 | $530.9K | 0.04% | −156−9.3% | Reduced |
| Huntington National Bank | 1,511 | $527.4K | 0.00% | +43+2.9% | Added |
| R Squared Ltd | 1,497 | $522.5K | 0.29% | +1,497 | New |
| Farringdon Capital, Ltd. | 1,478 | $515.9K | 0.17% | +1,478 | New |
| MAI Capital Management | 1,465 | $511.4K | 0.00% | +26+1.8% | Added |
| GF Fund Management Co. Ltd. | 1,457 | $508.6K | 0.01% | −10−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,450 | $506.1K | 0.00% | −9−0.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,445 | $504.4K | 0.13% | −65−4.3% | Reduced |
| Sanctuary Advisors, LLC | 1,445 | $504.2K | 0.00% | −1,154−44.4% | Reduced |
| Callan Family Office, LLC | 1,444 | $504.0K | 0.02% | +871+152.0% | Added |
| PFG Investments, LLC | 1,433 | $500.2K | 0.03% | +60+4.4% | Added |
| Brighton Jones LLC | 1,429 | $498.8K | 0.01% | +134+10.3% | Added |
| Atlas Brown,Inc. | 1,413 | $493.2K | 0.16% | −9−0.6% | Reduced |
| Empowered Funds, LLC | 1,387 | $484.1K | 0.01% | +261+23.2% | Added |
| Natural Investments, LLC | 1,369 | $477.0K | 0.12% | +33+2.5% | Added |
| Brave Asset Management Inc | 1,366 | $476.8K | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,336 | $466.3K | 0.00% | +98+7.9% | Added |
| First Financial Bank - Trust Division | 1,330 | $464.2K | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,319 | $460.4K | 0.04% | +267+25.4% | Added |
| Marble Harbor Investment Counsel, LLC | 1,313 | $458.3K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 1,311 | $457.6K | 0.02% | +29+2.3% | Added |
| Integrated Wealth Concepts LLC | 1,311 | $457.6K | 0.00% | +263+25.1% | Added |
| MeadowBrook Investment Advisors LLC | 1,306 | $455.8K | 0.42% | −23−1.7% | Reduced |
| Merit Financial Group, LLC | 1,303 | $454.7K | 0.01% | +1,303 | New |
| Beaton Management Co. Inc. | 1,302 | $454.0K | 0.22% | −100−7.1% | Reduced |
| Ingalls & Snyder LLC | 1,290 | $450.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,289 | $449.9K | 0.08% | 00.0% | Unchanged |
| 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 |
| Eads & Heald Wealth Management | 1,282 | $447.0K | 0.22% | +49+4.0% | Added |
| APG Asset Management US Inc. | 1,227 | $438.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,245 | $434.6K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,225 | $427.6K | 0.03% | +99+8.8% | Added |
| Compass Ion Advisors, LLC | 1,219 | $425.5K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,216 | $424.0K | 0.02% | −2,225−64.7% | Reduced |
| Ransom Advisory, Ltd | 1,200 | $418.8K | 0.20% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,185 | $413.6K | 0.00% | −219−15.6% | Reduced |
| Phoenix Holdings Ltd. | 1,185 | $413.3K | 0.01% | −20−1.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,180 | $411.9K | 0.02% | +5+0.4% | Added |
| Farther Finance Advisors, LLC | 1,166 | $407.1K | 0.01% | −46−3.8% | Reduced |
| Johnson Investment Counsel Inc | 1,155 | $403.1K | 0.00% | +67+6.2% | Added |
| D. E. Shaw & Co., Inc. | 1,143 | $399.0K | 0.00% | −2,411−67.8% | Reduced |
| Arjuna Capital | 1,139 | $397.6K | 0.10% | −28−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,137 | $397.0K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,126 | $393.0K | 0.01% | +51+4.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,118 | $390.3K | 0.00% | −69−5.8% | Reduced |
| Walleye Capital LLC | 1,104 | $385.3K | 0.00% | +1,104 | New |