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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 500 | $176.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $174.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 467 | $163.0K | 0.00% | −9−1.9% | Reduced |
| Tompkins Financial Corp | 400 | $139.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 390 | $136.1K | 0.00% | 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 |
| Sunbelt Securities, Inc. | 350 | $129.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 360 | $125.7K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 358 | $125.0K | 0.00% | −2−0.6% | Reduced |
| Generali Investments, Management Co LLC | 356 | $124.1K | 0.03% | +356 | New |
| Foster Dykema Cabot & Partners, LLC | 340 | $118.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 327 | $114.0K | 0.00% | +38+13.1% | Added |
| Jones Financial Companies LLLP | 306 | $107.8K | 0.00% | −368−54.6% | Reduced |
| Manchester Capital Management LLC | 307 | $107.2K | 0.01% | +1+0.3% | Added |
| Morse Asset Management, Inc | 290 | $101.2K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 290 | $101.0K | 0.00% | +87+42.9% | Added |
| Bryn Mawr Trust Co | 280 | $97.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 279 | $97.4K | 0.00% | −30−9.7% | Reduced |
| Banque de Luxembourg S.A. | 262 | $96.6K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 272 | $94.9K | 0.01% | −25−8.4% | Reduced |
| Spire Wealth Management | 271 | $94.6K | 0.00% | +1+0.4% | Added |
| Federated Hermes, Inc. | 259 | $90.4K | 0.00% | −1,294−83.3% | Reduced |
| Evelyn Partners Investment Management LLP | 250 | $87.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 279 | $83.0K | 0.00% | +86+44.6% | Added |
| First Pacific Financial | 237 | $82.7K | 0.01% | +9+3.9% | Added |
| Leonteq Securities AG | 234 | $81.7K | 0.00% | −61−20.7% | Reduced |
| Deseret Mutual Benefit Administrators | 227 | $79.2K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 222 | $77.5K | 0.00% | +210+1,750.0% | Added |
| Whittier Trust Co | 217 | $75.7K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 216 | $75.4K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 215 | $75.0K | 0.01% | +215 | New |
| Stephenson National Bank & Trust | 209 | $72.9K | 0.02% | +209 | New |
| Creative Financial Designs Inc | 190 | $66.3K | 0.00% | +160+533.3% | Added |
| Allworth Financial LP | 183 | $63.9K | 0.00% | −2−1.1% | Reduced |
| Cromwell Holdings LLC | 181 | $63.2K | 0.04% | +7+4.0% | Added |
| MUFG Securities EMEA plc | 175 | $61.1K | 0.00% | +175 | New |
| Sentry Investment Management LLC | 172 | $60.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $57.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $55.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 155 | $54.1K | 0.00% | −1−0.6% | Reduced |
| TFC Financial Management | 152 | $53.1K | 0.01% | −56−26.9% | Reduced |
| Onefund, LLC | 153 | $53.0K | 0.04% | +153 | New |
| IFP Advisors, Inc | 134 | $51.0K | 0.00% | +53+65.4% | Added |
| Capital Advisors, Ltd. LLC | 141 | $49.0K | 0.01% | −2−1.4% | Reduced |
| First Horizon Advisors, Inc. | 131 | $45.7K | 0.00% | +7+5.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | $44.0K | 0.02% | +4+3.3% | Added |
| Zions Bancorporation, National Association | 120 | $41.9K | 0.00% | +43+55.8% | Added |
| 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 |
| Cape Investment Advisory, Inc. | 105 | $36.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 101 | $35.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $34.9K | 0.00% | −52−34.2% | Reduced |
| Piscataqua Savings Bank | 100 | $34.9K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 96 | $33.5K | 0.00% | +4+4.3% | Added |
| Murphy & Mullick Capital Management Corp | 114 | $32.9K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $32.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $32.0K | 0.02% | +48+114.3% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $31.8K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 91 | $31.8K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 79 | $29.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $27.2K | 0.00% | +24+44.4% | Added |
| Hemington Wealth Management | 75 | $26.0K | 0.00% | +7+10.3% | Added |
| Indiana Trust & Investment Management CO | 73 | $25.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $24.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $23.0K | 0.00% | +12+22.2% | Added |
| 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 |
| Private Trust Co NA | 62 | $21.6K | 0.00% | −20−24.4% | Reduced |
| First PREMIER Bank | 60 | $21.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $20.6K | 0.01% | −35−37.2% | Reduced |
| Independence Bank of Kentucky | 53 | $18.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $18.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $18.0K | 0.00% | +51+5,100.0% | Added |
| Farmers & Merchants Investments Inc | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 48 | $16.8K | 0.01% | −104−68.4% | Reduced |
| Rise Advisors, LLC | 46 | $16.1K | 0.01% | −1−2.1% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $14.7K | 0.00% | −11−20.8% | Reduced |
| Alpine Bank Wealth Management | 42 | $14.7K | 0.00% | +42 | New |
| Clear Street Markets LLC | 40 | $14.0K | 0.00% | +40 | New |
| GW&K Investment Management, LLC | 38 | $13.0K | 0.00% | +6+18.8% | Added |
| GWM Advisors LLC | 36 | $12.6K | 0.00% | +1+2.9% | Added |
| Painted Porch Advisors LLC | 34 | $11.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 33 | $11.6K | 0.00% | +31+1,550.0% | Added |
| Private Wealth Management Group, LLC | 33 | $11.5K | 0.00% | −4−10.8% | Reduced |
| Grove Bank & Trust | 33 | $11.5K | 0.00% | +5+17.9% | Added |
| Frazier Financial Advisors, LLC | 30 | $10.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $10.1K | 0.00% | −478−94.3% | Reduced |
| Essential Partners LLC | 29 | $10.1K | 0.00% | +29 | New |
| Twin Peaks Wealth Advisors, LLC | 31 | $8.72K | 0.00% | +31 | New |
| Park Place Capital Corp | 24 | $8.57K | 0.00% | +15+166.7% | Added |
| NewSquare Capital LLC | 24 | $8.38K | 0.00% | −15−38.5% | Reduced |
| Golden State Wealth Management, LLC | 24 | $8.38K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $8.03K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $7.68K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 22 | $7.68K | 0.00% | +22 | New |
| Whittier Trust Co of Nevada Inc | 22 | $7.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $7.33K | 0.00% | +6+40.0% | Added |
| NBT Bank N A | 20 | $6.98K | 0.00% | −50−71.4% | Reduced |