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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 1,248 | $374.2K | 0.02% | −3,679−74.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,241 | $372.1K | 0.00% | −209−14.4% | Reduced |
| Applied Finance Capital Management, LLC | 1,238 | $371.2K | 0.03% | −283−18.6% | Reduced |
| Farther Finance Advisors, LLC | 1,218 | $365.2K | 0.01% | +52+4.5% | Added |
| Argent Trust Co | 1,211 | $363.1K | 0.01% | −100−7.6% | Reduced |
| Scratch Capital LLC | 1,200 | $359.8K | 0.24% | +1,200 | New |
| Moody Lynn & Lieberson, LLC | 1,184 | $355.0K | 0.02% | +4+0.3% | Added |
| Sanctuary Advisors, LLC | 1,183 | $354.7K | 0.00% | −262−18.1% | Reduced |
| Johnson Investment Counsel Inc | 1,155 | $346.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,153 | $345.7K | 0.02% | −5,222−81.9% | Reduced |
| MUFG Securities EMEA plc | 1,139 | $341.5K | 0.01% | +964+550.9% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $341.0K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,121 | $336.1K | 0.01% | −5−0.4% | Reduced |
| Global Endowment Management, LP | 1,105 | $331.3K | 0.04% | +393+55.2% | Added |
| Pensionfund Sabic | 1,100 | $330.0K | 0.09% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,096 | $328.6K | 0.14% | +4+0.4% | Added |
| HB Wealth Management, LLC | 1,092 | $327.4K | 0.00% | +48+4.6% | Added |
| Smartleaf Asset Management LLC | 1,122 | $324.9K | 0.02% | +139+14.1% | Added |
| Accredited Investors Inc. | 1,053 | $315.7K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,051 | $315.0K | 0.04% | −47−4.3% | Reduced |
| Syon Capital LLC | 1,033 | $309.7K | 0.02% | +269+35.2% | Added |
| Tower Research Capital LLC (TRC) | 1,005 | $301.3K | 0.01% | +93+10.2% | Added |
| Banque Cantonale Vaudoise | 1,001 | $300.0K | 0.01% | −215−17.7% | Reduced |
| Heritage Investment Group, Inc. | 1,000 | $299.8K | 0.05% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 1,000 | $299.8K | 0.03% | +1,000 | New |
| Quest Partners LLC | 995 | $298.3K | 0.02% | +435+77.7% | Added |
| Shufro Rose & Co LLC | 800 | $294.9K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 954 | $286.0K | 0.02% | −49−4.9% | Reduced |
| NorthRock Partners, LLC | 950 | $284.8K | 0.01% | −100−9.5% | Reduced |
| Snowden Capital Advisors LLC | 942 | $282.4K | 0.01% | +38+4.2% | Added |
| Fiera Capital Corp | 920 | $275.8K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 909 | $272.5K | 0.01% | +909 | New |
| Callan Family Office, LLC | 902 | $270.4K | 0.01% | −542−37.5% | Reduced |
| Umb Bank N A | 902 | $270.4K | 0.00% | −153−14.5% | Reduced |
| KPP Advisory Services LLC | 900 | $269.8K | 0.04% | 00.0% | Unchanged |
| Rice Partnership, LLC | 882 | $264.4K | 0.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 870 | $260.8K | 0.01% | +870 | New |
| KilterHowling LLC | 867 | $259.9K | 0.14% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 861 | $258.1K | 0.00% | −242−21.9% | Reduced |
| Two Sigma Securities, LLC | 856 | $256.6K | 0.04% | +856 | New |
| Eads & Heald Wealth Management | 853 | $256.0K | 0.12% | −429−33.5% | Reduced |
| Savant Capital, LLC | 852 | $255.4K | 0.00% | −430−33.5% | Reduced |
| Benjamin Edwards Inc | 816 | $244.6K | 0.00% | +43+5.6% | Added |
| Siemens Fonds Invest GmbH | 815 | $244.3K | 0.01% | −7−0.9% | Reduced |
| Viewpoint Capital Management LLC | 815 | $244.3K | 0.11% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 814 | $244.0K | 0.04% | +814 | New |
| Tealwood Asset Management Inc | 800 | $240.0K | 0.10% | +800 | New |
| Profund Advisors LLC | 800 | $239.8K | 0.01% | −39−4.6% | Reduced |
| Trust Point Inc. | 797 | $238.9K | 0.02% | +797 | New |
| Forum Financial Management, LP | 790 | $236.8K | 0.00% | −202−20.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 780 | $233.9K | 0.05% | −25−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 779 | $233.6K | 0.00% | −532−40.6% | Reduced |
| Brown Brothers Harriman & Co | 769 | $230.6K | 0.00% | +236+44.3% | Added |
| Panagora Asset Management Inc | 760 | $227.9K | 0.00% | −26,562−97.2% | Reduced |
| Wolverine Trading, LLC | 775 | $224.3K | 0.00% | +775 | New |
| South Dakota Investment Council | 747 | $224.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 745 | $223.4K | 0.00% | +745 | New |
| Seeds Investor LLC | 742 | $222.5K | 0.05% | −189−20.3% | Reduced |
| Vontobel Holding Ltd. | 739 | $221.6K | 0.00% | −352−32.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 764 | $221.1K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 706 | $211.7K | 0.04% | +55+8.4% | Added |
| RSM US Wealth Management LLC | 705 | $211.4K | 0.00% | −15−2.1% | Reduced |
| Columbia Asset Management | 705 | $211.4K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 695 | $208.3K | 0.00% | −490−41.4% | Reduced |
| Plato Investment Management Ltd | 695 | $206.8K | 0.01% | +695 | New |
| Simplex Trading, LLC | 688 | $206.0K | 0.00% | +688 | New |
| Trust Asset Management LLC | 687 | $206.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 672 | $201.5K | 0.00% | −177−20.8% | Reduced |
| Perpetual Ltd | 669 | $200.6K | 0.00% | +669 | New |
| Harvest Fund Management Co., Ltd | 540 | $200.0K | 0.01% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 662 | $198.5K | 0.10% | +400+152.7% | Added |
| Gen-Wealth Partners Inc | 654 | $196.1K | 0.07% | −74−10.2% | Reduced |
| Westerkirk Capital Inc. | 654 | $196.1K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $194.9K | 0.06% | −15−2.3% | Reduced |
| Atlantic Union Bankshares Corp | 650 | $194.9K | 0.00% | +650 | New |
| Exchange Traded Concepts, LLC | 630 | $188.9K | 0.00% | +35+5.9% | Added |
| Walleye Capital LLC | 623 | $186.8K | 0.00% | −481−43.6% | Reduced |
| Ostrum Asset Management | 613 | $183.8K | 0.01% | −20−3.2% | Reduced |
| Clearstead Advisors, LLC | 586 | $175.7K | 0.00% | +41+7.5% | Added |
| Quarry LP | 551 | $165.2K | 0.04% | −3−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 543 | $162.8K | 0.00% | −23−4.1% | Reduced |
| Leonteq Securities AG | 529 | $158.6K | 0.01% | +295+126.1% | Added |
| Generali Investments, Management Co LLC | 510 | $152.9K | 0.03% | +154+43.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $149.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 495 | $148.4K | 0.02% | −333−40.2% | Reduced |
| Cacti Asset Management LLC | 500 | $145.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 467 | $140.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 458 | $137.3K | 0.00% | −347−43.1% | Reduced |
| Global X Japan Co., Ltd. | 436 | $130.7K | 0.01% | +428+5,350.0% | Added |
| Tompkins Financial Corp | 400 | $119.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 390 | $116.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 381 | $114.2K | 0.01% | +191+100.5% | Added |
| Signaturefd, LLC | 378 | $113.4K | 0.00% | −236−38.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 375 | $112.4K | 0.08% | +375 | New |
| TD Private Client Wealth LLC | 374 | $112.1K | 0.00% | −484−56.4% | Reduced |
| CX Institutional | 347 | $104.0K | 0.00% | +57+19.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 340 | $101.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 338 | $101.3K | 0.01% | −12−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 332 | $99.5K | 0.00% | −54−14.0% | Reduced |
| Rosenberg Matthew Hamilton | 330 | $98.9K | 0.02% | −30−8.3% | Reduced |