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, Q4 2025
Institutional positions in Waters Corp as of Dec 31, 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
- 808
- +65 vs. Q3 2025
- Shares held
- 57.7M
- +502.3K (+0.9%) vs. Q3 2025
- Total value
- $21.9B
- +$4.76B (+27.8%) vs. Q3 2025
- New holders
- 131
- 245 more added
- Sold out
- 66
- 290 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 48 | $18.2K | 0.00% | −1−2.0% | Reduced |
| MV Capital Management, Inc. | 48 | $18.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $18.2K | 0.00% | +21+77.8% | Added |
| UMA Financial Services, Inc. | 49 | $18.6K | 0.00% | +1+2.1% | Added |
| Prestige Wealth Management Group LLC | 52 | $19.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 55 | $20.9K | 0.00% | +23+71.9% | Added |
| EFG International AG | 55 | $20.9K | 0.00% | +55 | New |
| MCF Advisors LLC | 55 | $20.9K | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 56 | $21.3K | 0.00% | −2−3.4% | Reduced |
| Reflection Asset Management | 57 | $21.6K | 0.02% | +57 | New |
| Covestor Ltd | 57 | $22.0K | 0.01% | −17−23.0% | Reduced |
| Deseret Mutual Benefit Administrators | 59 | $22.4K | 0.01% | −50−45.9% | Reduced |
| Prosperity Bancshares Inc | 59 | $22.4K | 0.02% | +59 | New |
| Pinnacle Wealth Planning Services, Inc. | 60 | $22.6K | 0.00% | +60 | New |
| First PREMIER Bank | 60 | $23.0K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 62 | $23.6K | 0.01% | +62 | New |
| Private Wealth Asset Management, LLC | 64 | $24.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 68 | $25.8K | 0.00% | −1−1.4% | Reduced |
| Bangor Savings Bank | 70 | $26.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 71 | $27.0K | 0.00% | +4+6.0% | Added |
| Indiana Trust & Investment Management CO | 73 | $27.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 73 | $27.7K | 0.00% | +40+121.2% | Added |
| Basecamp Wealth Advisors LLC | 74 | $28.1K | 0.01% | +74 | New |
| Ancora Advisors, LLC | 79 | $30.0K | 0.00% | +65+464.3% | Added |
| Parkside Financial Bank & Trust | 81 | $30.8K | 0.00% | +14+20.9% | Added |
| Ronald Blue Trust, Inc. | 84 | $31.9K | 0.00% | −16−16.0% | Reduced |
| SHP Wealth Management | 84 | $31.9K | 0.00% | +84 | New |
| DV Equities, LLC | 84 | $31.9K | 0.01% | +84 | New |
| Clear Street Markets LLC | 89 | $33.8K | 0.01% | −14−13.6% | Reduced |
| Kennebec Savings Bank | 91 | $34.6K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $34.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 96 | $36.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 95 | $36.1K | 0.01% | −70−42.4% | Reduced |
| Piscataqua Savings Bank | 100 | $38.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $38.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $38.0K | 0.00% | +19+23.5% | Added |
| Group One Trading, L.P. | 106 | $40.3K | 0.00% | +106 | New |
| Cape Investment Advisory, Inc. | 107 | $40.6K | 0.01% | +100+1,428.6% | Added |
| Capital Advisors, Ltd. LLC | 113 | $43.0K | 0.01% | −28−19.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 114 | $43.3K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 115 | $43.7K | 0.00% | +28+32.2% | Added |
| SageView Advisory Group, LLC | 117 | $44.4K | 0.00% | +117 | New |
| eCIO, Inc. | 129 | $49.0K | 0.02% | +129 | New |
| Steward Partners Investment Advisory, LLC | 135 | $51.3K | 0.00% | −39−22.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 141 | $53.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 146 | $55.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 155 | $58.9K | 0.00% | +44+39.6% | Added |
| Bogart Wealth, LLC | 157 | $59.6K | 0.00% | −2−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $60.8K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 160 | $61.0K | 0.00% | +48+42.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 163 | $61.9K | 0.01% | +36+28.3% | Added |
| Onefund, LLC | 168 | $63.8K | 0.04% | +6+3.7% | Added |
| Bryn Mawr Trust Co | 173 | $65.7K | 0.00% | −60−25.8% | Reduced |
| Antipodes Partners Ltd | 175 | $66.5K | 0.00% | +87+98.9% | Added |
| Cromwell Holdings LLC | 182 | $69.1K | 0.04% | +4+2.2% | Added |
| Rothschild Investment LLC | 187 | $71.0K | 0.00% | −97−34.2% | Reduced |
| Leonteq Securities AG | 192 | $72.9K | 0.00% | −337−63.7% | Reduced |
| Quent Capital, LLC | 196 | $74.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $76.0K | 0.02% | +200 | New |
| Quarry LP | 202 | $76.7K | 0.01% | −349−63.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 204 | $77.5K | 0.02% | −171−45.6% | Reduced |
| Curat Global, LLC | 216 | $82.0K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 226 | $85.8K | 0.01% | +49+27.7% | Added |
| Whittier Trust Co | 217 | $86.9K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 229 | $87.0K | 0.01% | −11−4.6% | Reduced |
| Spire Wealth Management | 247 | $93.8K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 250 | $95.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 281 | $96.4K | 0.00% | +281 | New |
| Federated Hermes, Inc. | 254 | $96.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 270 | $102.6K | 0.00% | +10+3.8% | Added |
| SBI Securities Co., Ltd. | 286 | $108.6K | 0.00% | −3−1.0% | Reduced |
| Morse Asset Management, Inc | 290 | $110.2K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 340 | $129.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $131.0K | 0.01% | +7+2.1% | Added |
| Stephenson National Bank & Trust | 351 | $133.3K | 0.04% | +119+51.3% | Added |
| Rosenberg Matthew Hamilton | 359 | $136.4K | 0.03% | +29+8.8% | Added |
| EverSource Wealth Advisors, LLC | 367 | $139.4K | 0.01% | +35+10.5% | Added |
| CX Institutional | 389 | $148.0K | 0.00% | +42+12.1% | Added |
| Central Trust Co | 390 | $148.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 393 | $149.3K | 0.01% | +12+3.1% | Added |
| Tompkins Financial Corp | 400 | $151.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 411 | $156.2K | 0.00% | +33+8.7% | Added |
| Castlefield Investment Partners LLP | 431 | $163.7K | 0.13% | +431 | New |
| Jones Financial Companies LLLP | 434 | $164.8K | 0.00% | +193+80.1% | Added |
| CIBC Private Wealth Group, LLC | 442 | $167.9K | 0.00% | +248+127.8% | Added |
| Ostrum Asset Management | 459 | $174.3K | 0.01% | −154−25.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 474 | $180.0K | 0.02% | +474 | New |
| Gen-Wealth Partners Inc | 482 | $183.1K | 0.06% | −172−26.3% | Reduced |
| TD Private Client Wealth LLC | 482 | $183.1K | 0.00% | +108+28.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 499 | $189.5K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 500 | $192.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 540 | $200.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 531 | $201.7K | 0.00% | +64+13.7% | Added |
| Dorsey & Whitney Trust CO LLC | 531 | $201.7K | 0.01% | +531 | New |
| Vise Technologies, Inc. | 541 | $205.5K | 0.00% | +541 | New |
| Beacon Investment Advisors LLC | 541 | $205.5K | 0.08% | +541 | New |
| Ameritas Investment Partners, Inc. | 543 | $206.2K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 543 | $206.2K | 0.00% | +543 | New |
| Advisory Advocates, LLC | 546 | $207.4K | 0.21% | +546 | New |
| Associated Banc-Corp | 566 | $215.0K | 0.01% | +566 | New |