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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 578 | $219.7K | 0.00% | +578 | New |
| Nuance Investments, LLC | 581 | $220.7K | 0.02% | −146,305−99.6% | Reduced |
| Portland Global Advisors LLC | 582 | $221.1K | 0.02% | +582 | New |
| Sagespring Wealth Partners, LLC | 582 | $221.1K | 0.00% | +582 | New |
| National Asset Management, Inc. | 586 | $222.6K | 0.01% | +586 | New |
| Cigna Investments Inc | 589 | $224.0K | 0.03% | +589 | New |
| Rockland Trust Co | 596 | $226.4K | 0.01% | +596 | New |
| AIA Group Ltd | 598 | $227.1K | 0.00% | −3,235−84.4% | Reduced |
| Birch Hill Investment Advisors LLC | 600 | $227.9K | 0.01% | +600 | New |
| Bedel Financial Consulting, Inc. | 600 | $227.9K | 0.02% | +600 | New |
| FourThought Financial Partners, LLC | 603 | $229.0K | 0.02% | +603 | New |
| Parallel Advisors, LLC | 606 | $230.4K | 0.00% | −66−9.8% | Reduced |
| Clearstead Advisors, LLC | 616 | $234.0K | 0.00% | +30+5.1% | Added |
| Ritholtz Wealth Management | 623 | $236.6K | 0.00% | +623 | New |
| Cardinal Strategic Wealth Guidance | 623 | $236.6K | 0.06% | +623 | New |
| Nomura Holdings Inc | 627 | $238.2K | 0.00% | −26,446−97.7% | Reduced |
| Anchor Capital Advisors LLC | 634 | $240.9K | 0.01% | +634 | New |
| Canandaigua National Bank & Trust Co | 642 | $243.9K | 0.02% | +642 | New |
| Groupama Asset Managment | 643 | $244.2K | 0.00% | +643 | New |
| Frank, Rimerman Advisors LLC | 645 | $245.0K | 0.02% | +645 | New |
| Atlantic Union Bankshares Corp | 650 | $246.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $246.9K | 0.07% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 655 | $248.8K | 0.03% | +655 | New |
| Global Endowment Management, LP | 655 | $249.0K | 0.03% | −450−40.7% | Reduced |
| Scientech Research LLC | 659 | $250.3K | 0.16% | +659 | New |
| Trust Asset Management LLC | 660 | $250.7K | 0.02% | −27−3.9% | Reduced |
| Banque de Luxembourg S.A. | 662 | $251.4K | 0.12% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 663 | $251.8K | 0.02% | −575−46.4% | Reduced |
| Stiles Financial Services Inc | 663 | $251.8K | 0.08% | +663 | New |
| South Dakota Investment Council | 667 | $253.0K | 0.00% | −80−10.7% | Reduced |
| Rehmann Capital Advisory Group | 672 | $255.6K | 0.01% | +672 | New |
| Savant Capital, LLC | 673 | $255.6K | 0.00% | −179−21.0% | Reduced |
| Panagora Asset Management Inc | 694 | $263.6K | 0.00% | −66−8.7% | Reduced |
| AlphaGrep UK Ltd | 698 | $265.1K | 0.09% | +698 | New |
| Plato Investment Management Ltd | 695 | $265.3K | 0.02% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 700 | $265.9K | 0.02% | −300−30.0% | Reduced |
| Manchester Capital Management LLC | 700 | $265.9K | 0.04% | +391+126.5% | Added |
| Gilbert & Cook, Inc. | 702 | $266.6K | 0.03% | +702 | New |
| Columbia Asset Management | 705 | $267.8K | 0.05% | 00.0% | Unchanged |
| Guardian Partners Inc. | 721 | $276.4K | 0.02% | +721 | New |
| GTS Securities LLC | 733 | $278.4K | 0.01% | +733 | New |
| Trust Point Inc. | 735 | $279.2K | 0.02% | −62−7.8% | Reduced |
| Vontobel Holding Ltd. | 736 | $279.6K | 0.00% | −3−0.4% | Reduced |
| EP Wealth Advisors, LLC | 745 | $283.1K | 0.00% | +745 | New |
| Seeds Investor LLC | 748 | $284.1K | 0.05% | +6+0.8% | Added |
| Sage Mountain Advisors LLC | 755 | $286.7K | 0.02% | +755 | New |
| SRS Capital Advisors, Inc. | 756 | $287.2K | 0.01% | −965−56.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 758 | $287.9K | 0.04% | +758 | New |
| Exchange Traded Concepts, LLC | 759 | $288.3K | 0.00% | +129+20.5% | Added |
| Westerkirk Capital Inc. | 761 | $289.1K | 0.03% | +107+16.4% | Added |
| Ipswich Investment Management Co., Inc. | 780 | $296.3K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 799 | $303.5K | 0.00% | −62−7.2% | Reduced |
| Shufro Rose & Co LLC | 800 | $303.9K | 0.02% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 815 | $309.6K | 0.13% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 818 | $310.7K | 0.00% | +2+0.2% | Added |
| Siemens Fonds Invest GmbH | 815 | $313.0K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 845 | $321.0K | 0.16% | −8−0.9% | Reduced |
| PCB Capital LLC | 850 | $322.9K | 0.52% | +850 | New |
| Brown Brothers Harriman & Co | 864 | $328.2K | 0.00% | +95+12.4% | Added |
| KilterHowling LLC | 867 | $329.3K | 0.17% | 00.0% | Unchanged |
| Rice Partnership, LLC | 882 | $335.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 886 | $336.5K | 0.01% | +886 | New |
| KPP Advisory Services LLC | 900 | $341.8K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 917 | $348.3K | 0.03% | +917 | New |
| Umb Bank N A | 917 | $348.3K | 0.00% | +15+1.7% | Added |
| Fiera Capital Corp | 920 | $349.4K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 930 | $353.2K | 0.00% | +930 | New |
| Forum Financial Management, LP | 962 | $365.4K | 0.00% | +172+21.8% | Added |
| Profund Advisors LLC | 969 | $368.1K | 0.01% | +169+21.1% | Added |
| 111 Capital | 973 | $369.6K | 0.08% | +973 | New |
| Boston Family Office LLC | 979 | $372.0K | 0.02% | +25+2.6% | Added |
| McMillan Office, Inc. | 982 | $373.0K | 0.04% | +982 | New |
| NorthRock Partners, LLC | 984 | $374.1K | 0.01% | +34+3.6% | Added |
| Heritage Investment Group, Inc. | 1,001 | $380.2K | 0.06% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 995 | $382.3K | 0.01% | −127−11.3% | Reduced |
| RSM US Wealth Management LLC | 998 | $383.3K | 0.00% | +293+41.6% | Added |
| SevenBridge Financial Group, LLC | 1,000 | $390.9K | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,034 | $392.7K | 0.00% | +339+48.8% | Added |
| Ofi Invest Asset Management | 1,045 | $396.9K | 0.01% | +1,045 | New |
| Claret Asset Management Corp | 1,049 | $399.0K | 0.05% | −2−0.2% | Reduced |
| Accredited Investors Inc. | 1,053 | $400.0K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,053 | $400.0K | 0.04% | +1,053 | New |
| Skopos Labs, Inc. | 1,047 | $403.2K | 0.02% | +1,047 | New |
| Heartland Bank & Trust Co | 1,069 | $406.0K | 0.17% | −27−2.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,072 | $407.2K | 0.02% | −112−9.5% | Reduced |
| Westpac Banking Corp | 1,073 | $407.6K | 0.03% | −80−6.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,084 | $411.7K | 0.02% | +320+41.9% | Added |
| Sanctuary Advisors, LLC | 1,098 | $417.1K | 0.00% | −85−7.2% | Reduced |
| Pensionfund Sabic | 1,100 | $418.0K | 0.11% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 1,111 | $422.0K | 0.08% | +601+117.8% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $432.0K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,151 | $437.2K | 0.03% | −200−14.8% | Reduced |
| Johnson Investment Counsel Inc | 1,155 | $438.7K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 1,201 | $456.2K | 0.00% | +1,201 | New |
| Argent Trust Co | 1,202 | $456.6K | 0.02% | −9−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,223 | $465.0K | 0.00% | −677−35.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,230 | $467.2K | 0.05% | −83−6.3% | Reduced |
| Prudential PLC | 1,235 | $469.1K | 0.00% | −23,334−95.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,247 | $473.6K | 0.00% | +6+0.5% | Added |
| S-Bank Fund Management Ltd | 1,255 | $476.7K | 0.06% | −695−35.6% | Reduced |