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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Waters Corp as of Sep 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
755
−3 vs. Q2 2025
Shares held
57.3M
−346.4K (−0.6%) vs. Q2 2025
Total value
$17.2B
−$2.94B (−14.6%) vs. Q2 2025
New holders
94
230 more added
Sold out
97
304 more reduced

13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 755 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ3 2025: $17.2B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2025.

Institutions holding WAT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Planning Group LLC1$1020.00%−5−83.3%Reduced
Principia Wealth Advisory, LLC1$3000.00%−14−93.3%Reduced
Bruce G. Allen Investments, LLC1$3000.00%−8−88.9%Reduced
AdvisorNet Financial, Inc1$3000.00%−1−50.0%Reduced
Davis Capital Management1$3000.00%+1New
CoreCap Advisors, LLC1$3000.00%+1New
American Capital Advisory, LLC1$3000.00%+1New
Seneschal Advisors, LLC1$3000.00%+1New
Wealth Watch Advisors, INC1$3000.00%+1New
Quest 10 Wealth Builders, Inc.1$3810.00%00.0%Unchanged
WestEnd Advisors, LLC2$6000.00%−1−33.3%Reduced
ZRC Wealth Management, LLC2$6000.00%+2New
Kayne Anderson Rudnick Investment Management LLC2$8570.00%−4−66.7%Reduced
Tortoise Investment Management, LLC3$8990.00%00.0%Unchanged
Activest Wealth Management3$8990.00%+1+50.0%Added
Security National Bank3$8990.00%+3New
Valued Wealth Advisors LLC3$9000.00%00.0%Unchanged
Rialto Wealth Management, LLC3$9000.00%00.0%Unchanged
Ogorek Anthony Joseph4$1.00K0.00%−1−20.0%Reduced
Cloud Capital Management, LLC6$1.00K0.00%+6New
CBIZ Investment Advisory Services, LLC4$1.20K0.00%−1−20.0%Reduced
Bay Harbor Wealth Management, LLC4$1.20K0.00%+1+33.3%Added
HFM Investment Advisors, LLC4$1.20K0.00%+1+33.3%Added
Bare Financial Services, Inc4$1.20K0.00%+3+300.0%Added
South State Corp.4$1.20K0.00%−5−55.6%Reduced
Turning Point Benefit Group, Inc.4$1.28K0.00%+4New
Longfellow Investment Management Co LLC5$1.50K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1.50K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC5$1.50K0.00%+5New
SJS Investment Consulting Inc.5$1.50K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$1.51K0.00%+2+100.0%Added
Dunhill Financial, LLC5$1.55K0.00%00.0%Unchanged
Kilter Group LLC6$1.80K0.00%+3+100.0%Added
Winnow Wealth LLC6$1.80K0.00%+6New
DiNuzzo Private Wealth, Inc.6$1.81K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.7$2.10K0.00%−98−93.3%Reduced
Crowley Wealth Management, Inc.7$2.10K0.00%00.0%Unchanged
First Horizon Corp7$2.10K0.00%+7New
Armstrong Advisory Group, Inc8$2.40K0.00%00.0%Unchanged
Abound Wealth Management8$2.48K0.00%00.0%Unchanged
Trust Co of Toledo NA9$2.70K0.00%−3−25.0%Reduced
Bartlett & Co. Wealth Management LLC9$2.70K0.00%+8+800.0%Added
Mowery & Schoenfeld Wealth Management, LLC9$2.70K0.00%00.0%Unchanged
Palisade Asset Management, LLC9$2.70K0.00%+9New
Glen Eagle Advisors, LLC10$3.00K0.00%00.0%Unchanged
NBC Securities, Inc.10$3.00K0.00%00.0%Unchanged
Westfuller Advisors, LLC10$3.00K0.00%+10New
Halbert Hargrove Global Advisors, LLC11$3.30K0.00%+11New
Clark Wealth Partners9$3.42K0.00%+9New
Howard Hughes Medical Institute12$3.60K0.00%00.0%Unchanged
Colonial Trust Co12$3.65K0.00%−1−7.7%Reduced
Harbour Investments, Inc.13$3.90K0.00%−8−38.1%Reduced
Financial Management Professionals, Inc.14$4.20K0.00%−4−22.2%Reduced
Ancora Advisors, LLC14$4.20K0.00%00.0%Unchanged
Sachetta, LLC14$4.20K0.00%−8−36.4%Reduced
Rogco, LP15$4.50K0.00%00.0%Unchanged
Albion Financial Group15$4.50K0.00%00.0%Unchanged
Key Financial Inc15$4.80K0.00%00.0%Unchanged
Rossby Financial, LCC15$4.80K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.16$4.80K0.00%+16New
Meeder Asset Management Inc17$5.10K0.00%−3−15.0%Reduced
Bell Investment Advisors, Inc17$5.10K0.00%00.0%Unchanged
Aspect Partners, LLC17$5.10K0.00%+6+54.5%Added
Private Wealth Management Group, LLC18$5.40K0.00%−15−45.5%Reduced
Atlantic Trust, LLC18$5.40K0.00%00.0%Unchanged
Park Place Capital Corp19$5.70K0.00%−5−20.8%Reduced
DT Investment Partners, LLC19$5.70K0.00%00.0%Unchanged
NBT Bank N A20$6.00K0.00%00.0%Unchanged
Truvestments Capital LLC20$6.00K0.00%+14+233.3%Added
Avion Wealth22$6.00K0.00%+8+57.1%Added
Essential Partners LLC21$6.30K0.00%−8−27.6%Reduced
Whittier Trust Co of Nevada Inc22$7.22K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC27$8.10K0.00%−15−35.7%Reduced
Golden State Wealth Management, LLC28$8.39K0.00%+4+16.7%Added
True Wealth Design, LLC29$8.70K0.00%+20+222.2%Added
Steigerwald, Gordon & Koch Inc.30$8.99K0.00%+30New
LRI Investments, LLC30$8.99K0.00%+30New
Frazier Financial Advisors, LLC30$8.99K0.01%00.0%Unchanged
ORG Partners LLC32$9.59K0.00%−1−3.0%Reduced
Zions Bancorporation, National Association33$9.89K0.00%−87−72.5%Reduced
Grove Bank & Trust33$9.89K0.00%00.0%Unchanged
GW&K Investment Management, LLC34$10.0K0.00%−4−10.5%Reduced
TFC Financial Management34$10.2K0.00%−118−77.6%Reduced
Painted Porch Advisors LLC34$10.2K0.00%00.0%Unchanged
GWM Advisors LLC36$10.8K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC38$11.4K0.00%+38New
Salomon & Ludwin, LLC36$11.8K0.00%+36New
Johnson Financial Group, Inc.40$12.0K0.00%+40New
Alpine Bank Wealth Management42$12.6K0.00%00.0%Unchanged
MV Capital Management, Inc.48$14.4K0.00%−18−27.3%Reduced
UMA Financial Services, Inc.48$14.4K0.00%+41+585.7%Added
Farmers & Merchants Investments Inc49$14.7K0.00%−1−2.0%Reduced
Rakuten Securities, Inc.50$15.0K0.01%+41+455.6%Added
Rise Advisors, LLC52$15.6K0.01%+6+13.0%Added
Prestige Wealth Management Group LLC52$15.6K0.00%00.0%Unchanged
Independence Bank of Kentucky53$15.9K0.00%00.0%Unchanged
Accredited Wealth Management, LLC210$16.5K0.01%+195+1,300.0%Added
Fortitude Family Office, LLC58$17.4K0.00%−1−1.7%Reduced
First PREMIER Bank60$18.0K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC64$19.2K0.00%00.0%Unchanged