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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 327 | $97.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 309 | $92.6K | 0.01% | +2+0.7% | Added |
| Morse Asset Management, Inc | 290 | $86.9K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 289 | $86.6K | 0.00% | +10+3.6% | Added |
| Rothschild Investment LLC | 284 | $85.1K | 0.00% | +12+4.4% | Added |
| Aster Capital Management (DIFC) Ltd | 274 | $82.1K | 0.04% | −759−73.5% | Reduced |
| Allworth Financial LP | 260 | $78.0K | 0.00% | +77+42.1% | Added |
| Federated Hermes, Inc. | 254 | $76.2K | 0.00% | −5−1.9% | Reduced |
| Evelyn Partners Investment Management LLP | 250 | $75.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 247 | $74.1K | 0.00% | −24−8.9% | Reduced |
| First Pacific Financial | 240 | $72.0K | 0.01% | +3+1.3% | Added |
| State of Wyoming | 238 | $71.4K | 0.01% | +23+10.7% | Added |
| Whittier Trust Co | 217 | $71.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 241 | $70.5K | 0.00% | −65−21.2% | Reduced |
| Bryn Mawr Trust Co | 233 | $69.9K | 0.00% | −47−16.8% | Reduced |
| Stephenson National Bank & Trust | 232 | $69.6K | 0.02% | +23+11.0% | Added |
| Curat Global, LLC | 216 | $64.8K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 196 | $58.8K | 0.00% | +196 | New |
| CIBC Private Wealth Group, LLC | 194 | $58.2K | 0.00% | −164−45.8% | Reduced |
| Cromwell Holdings LLC | 178 | $53.4K | 0.03% | −3−1.7% | Reduced |
| Versant Capital Management, Inc | 177 | $53.1K | 0.01% | +148+510.3% | Added |
| Steward Partners Investment Advisory, LLC | 174 | $52.2K | 0.00% | +83+91.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $49.5K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 162 | $48.6K | 0.03% | +9+5.9% | Added |
| Sentry Investment Management LLC | 146 | $48.0K | 0.03% | −26−15.1% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 159 | $47.7K | 0.00% | +4+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 141 | $42.3K | 0.00% | −81−36.5% | Reduced |
| Capital Advisors, Ltd. LLC | 141 | $42.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 127 | $38.1K | 0.01% | +1+0.8% | Added |
| Murphy & Mullick Capital Management Corp | 114 | $34.2K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 112 | $34.0K | 0.00% | +60+115.4% | Added |
| IFP Advisors, Inc | 112 | $33.6K | 0.00% | −22−16.4% | Reduced |
| Itau Unibanco Holding S.A. | 111 | $33.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 109 | $32.7K | 0.01% | −118−52.0% | Reduced |
| Clear Street Markets LLC | 103 | $30.9K | 0.01% | +63+157.5% | Added |
| Asset Dedication, LLC | 100 | $30.0K | 0.00% | −1−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 100 | $30.0K | 0.00% | +4+4.2% | Added |
| Piscataqua Savings Bank | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $29.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 94 | $28.2K | 0.00% | −6−6.0% | Reduced |
| Bank of Jackson Hole Trust | 92 | $27.6K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 91 | $27.3K | 0.02% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 88 | $26.4K | 0.00% | +88 | New |
| Root Financial Partners, LLC | 87 | $26.1K | 0.00% | +87 | New |
| Larson Financial Group LLC | 81 | $24.3K | 0.00% | −30−27.0% | Reduced |
| Hemington Wealth Management | 78 | $23.0K | 0.00% | +3+4.0% | Added |
| Covestor Ltd | 74 | $22.0K | 0.01% | −16−17.8% | Reduced |
| Indiana Trust & Investment Management CO | 73 | $21.9K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 72 | $21.6K | 0.00% | +72 | New |
| Bangor Savings Bank | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 69 | $20.7K | 0.00% | +5+7.8% | Added |
| Ameriflex Group, Inc. | 68 | $20.4K | 0.01% | +68 | New |
| Parkside Financial Bank & Trust | 67 | $20.1K | 0.00% | −11−14.1% | Reduced |
| Private Trust Co NA | 67 | $20.1K | 0.00% | +5+8.1% | Added |
| Private Wealth Asset Management, LLC | 64 | $19.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $17.4K | 0.00% | −1−1.7% | Reduced |
| Accredited Wealth Management, LLC | 210 | $16.5K | 0.01% | +195+1,300.0% | Added |
| Independence Bank of Kentucky | 53 | $15.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $15.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $15.6K | 0.01% | +6+13.0% | Added |
| Rakuten Securities, Inc. | 50 | $15.0K | 0.01% | +41+455.6% | Added |
| Farmers & Merchants Investments Inc | 49 | $14.7K | 0.00% | −1−2.0% | Reduced |
| MV Capital Management, Inc. | 48 | $14.4K | 0.00% | −18−27.3% | Reduced |
| UMA Financial Services, Inc. | 48 | $14.4K | 0.00% | +41+585.7% | Added |
| Alpine Bank Wealth Management | 42 | $12.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $12.0K | 0.00% | +40 | New |
| Salomon & Ludwin, LLC | 36 | $11.8K | 0.00% | +36 | New |
| Strengthening Families & Communities, LLC | 38 | $11.4K | 0.00% | +38 | New |
| GWM Advisors LLC | 36 | $10.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $10.2K | 0.00% | −118−77.6% | Reduced |
| Painted Porch Advisors LLC | 34 | $10.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 34 | $10.0K | 0.00% | −4−10.5% | Reduced |
| Zions Bancorporation, National Association | 33 | $9.89K | 0.00% | −87−72.5% | Reduced |
| Grove Bank & Trust | 33 | $9.89K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 32 | $9.59K | 0.00% | −1−3.0% | Reduced |
| Frazier Financial Advisors, LLC | 30 | $8.99K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 30 | $8.99K | 0.00% | +30 | New |
| LRI Investments, LLC | 30 | $8.99K | 0.00% | +30 | New |
| True Wealth Design, LLC | 29 | $8.70K | 0.00% | +20+222.2% | Added |
| Golden State Wealth Management, LLC | 28 | $8.39K | 0.00% | +4+16.7% | Added |
| JFS Wealth Advisors, LLC | 27 | $8.10K | 0.00% | −15−35.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 22 | $7.22K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 21 | $6.30K | 0.00% | −8−27.6% | Reduced |
| Avion Wealth | 22 | $6.00K | 0.00% | +8+57.1% | Added |
| NBT Bank N A | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $6.00K | 0.00% | +14+233.3% | Added |
| DT Investment Partners, LLC | 19 | $5.70K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $5.70K | 0.00% | −5−20.8% | Reduced |
| Private Wealth Management Group, LLC | 18 | $5.40K | 0.00% | −15−45.5% | Reduced |
| Atlantic Trust, LLC | 18 | $5.40K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 17 | $5.10K | 0.00% | −3−15.0% | Reduced |
| Bell Investment Advisors, Inc | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $5.10K | 0.00% | +6+54.5% | Added |
| Key Financial Inc | 15 | $4.80K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $4.80K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $4.80K | 0.00% | +16 | New |
| Albion Financial Group | 15 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 15 | $4.50K | 0.00% | 00.0% | Unchanged |