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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 1,268 | $481.7K | 0.00% | +1,196+1,661.1% | Added |
| Syon Capital LLC | 1,279 | $485.8K | 0.02% | +246+23.8% | Added |
| Kuhn & Co Investment Counsel | 1,282 | $486.9K | 0.32% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,284 | $487.6K | 0.01% | +163+14.5% | Added |
| Callan Family Office, LLC | 1,287 | $488.8K | 0.01% | +385+42.7% | Added |
| Ingalls & Snyder LLC | 1,290 | $490.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,289 | $491.5K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 1,300 | $493.8K | 0.03% | −145−10.0% | Reduced |
| Beaton Management Co. Inc. | 1,300 | $494.0K | 0.22% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,330 | $505.2K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,333 | $506.3K | 0.00% | +1,333 | New |
| Catalyst Funds Management Pty Ltd | 1,360 | $516.6K | 0.12% | +1,360 | New |
| Atlas Brown,Inc. | 1,365 | $518.5K | 0.15% | −48−3.4% | Reduced |
| Brave Asset Management Inc | 1,366 | $518.8K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,369 | $520.0K | 0.01% | +427+45.3% | Added |
| Guggenheim Capital LLC | 1,374 | $521.9K | 0.00% | −193−12.3% | Reduced |
| Farther Finance Advisors, LLC | 1,392 | $528.8K | 0.01% | +174+14.3% | Added |
| Vident Advisory, LLC | 1,397 | $530.6K | 0.00% | −159−10.2% | Reduced |
| Third View Private Wealth, LLC | 1,407 | $534.4K | 0.07% | +1,407 | New |
| Advisory Alpha, LLC | 1,412 | $536.3K | 0.01% | −91−6.1% | Reduced |
| iA Global Asset Management Inc. | 1,414 | $537.0K | 0.01% | −409−22.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,415 | $537.5K | 0.46% | −12−0.8% | Reduced |
| Quest Partners LLC | 1,421 | $539.7K | 0.03% | +426+42.8% | Added |
| STRS Ohio | 1,427 | $542.0K | 0.00% | +3+0.2% | Added |
| Aaron Wealth Advisors | 1,443 | $548.1K | 0.03% | +1,443 | New |
| Greenleaf Trust | 1,473 | $559.5K | 0.01% | +40+2.8% | Added |
| Lido Advisors, LLC | 1,858 | $563.2K | 0.00% | −45−2.4% | Reduced |
| Phoenix Holdings Ltd. | 1,514 | $574.7K | 0.01% | −2−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,528 | $580.4K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,538 | $584.3K | 0.02% | +47+3.2% | Added |
| Huntington National Bank | 1,544 | $586.5K | 0.00% | +71+4.8% | Added |
| Alps Advisors Inc | 1,553 | $589.9K | 0.00% | +7+0.5% | Added |
| Investment Advisory Group, LLC | 1,560 | $592.5K | 0.15% | −42−2.6% | Reduced |
| Wahed Invest LLC | 1,567 | $595.2K | 0.08% | −60−3.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,567 | $595.2K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,581 | $600.5K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,584 | $601.7K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,584 | $601.7K | 0.00% | +492+45.1% | Added |
| Squarepoint Ops LLC | 1,587 | $602.8K | 0.00% | −78,044−98.0% | Reduced |
| Boothbay Fund Management, LLC | 1,589 | $603.5K | 0.02% | −367−18.8% | Reduced |
| Aigen Investment Management, LP | 1,590 | $603.9K | 0.14% | −1,737−52.2% | Reduced |
| Principal Securities, Inc. | 1,594 | $605.3K | 0.01% | +135+9.3% | Added |
| Quantitative Investment Management, LLC | 1,597 | $606.0K | 0.06% | −7,126−81.7% | Reduced |
| V-Square Quantitative Management LLC | 1,600 | $607.7K | 0.06% | +1,600 | New |
| MUFG Securities Americas Inc. | 1,604 | $609.2K | 0.04% | −1−0.1% | Reduced |
| GF Fund Management Co. Ltd. | 1,605 | $609.6K | 0.01% | −29−1.8% | Reduced |
| Natural Investments, LLC | 1,608 | $610.0K | 0.15% | +239+17.5% | Added |
| Meeder Advisory Services, Inc. | 1,612 | $612.3K | 0.03% | +333+26.0% | Added |
| Charter Research & Investment Group, Inc. | 1,630 | $619.1K | 0.41% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,630 | $619.1K | 0.14% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,634 | $620.6K | 0.30% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,644 | $624.4K | 0.02% | −1,217−42.5% | Reduced |
| Everence Capital Management Inc | 1,646 | $625.0K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,649 | $626.3K | 0.25% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,667 | $633.2K | 0.00% | −935−35.9% | Reduced |
| Exencial Wealth Advisors, LLC | 1,681 | $638.5K | 0.02% | +28+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,718 | $652.5K | 0.02% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,720 | $653.3K | 0.01% | +1,720 | New |
| Sheets Smith Wealth Management | 1,728 | $656.3K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,738 | $660.1K | 0.03% | +468+36.9% | Added |
| Edgestream Partners, L.P. | 1,746 | $663.2K | 0.02% | −34,039−95.1% | Reduced |
| Bokf, NA | 1,748 | $663.9K | 0.01% | −145−7.7% | Reduced |
| O'Rourke & Company, Inc | 1,750 | $664.7K | 0.26% | +80+4.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,751 | $665.1K | 0.05% | +31+1.8% | Added |
| Raiffeisen Bank International AG | 1,742 | $668.9K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 1,769 | $671.9K | 0.27% | +1,769 | New |
| Canada Pension Plan Investment Board | 1,770 | $672.3K | 0.00% | −1,140−39.2% | Reduced |
| Abn Amro Investment Solutions | 1,776 | $674.6K | 0.01% | +1,776 | New |
| Assetmark, Inc | 1,785 | $678.0K | 0.00% | +70+4.1% | Added |
| Global X Japan Co., Ltd. | 1,785 | $678.0K | 0.05% | +1,349+309.4% | Added |
| Verition Fund Management LLC | 1,807 | $686.4K | 0.00% | −14,926−89.2% | Reduced |
| Keybank National Association | 1,820 | $691.3K | 0.00% | +6+0.3% | Added |
| MainStreet Investment Advisors LLC | 1,836 | $697.4K | 0.10% | −270−12.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,784 | $704.4K | 0.02% | +12+0.7% | Added |
| Sterling Capital Management LLC | 1,907 | $724.3K | 0.01% | +103+5.7% | Added |
| Retireful, LLC | 1,940 | $744.9K | 0.93% | +1,940 | New |
| Global Retirement Partners, LLC | 1,967 | $747.2K | 0.01% | +54+2.8% | Added |
| Teacher Retirement System of Texas | 1,970 | $748.3K | 0.00% | −5,826−74.7% | Reduced |
| Kestra Private Wealth Services, LLC | 1,975 | $750.2K | 0.01% | +1,975 | New |
| Atria Investments LLC | 1,979 | $751.7K | 0.01% | +245+14.1% | Added |
| Quadrant Capital Group LLC | 2,001 | $760.0K | 0.02% | +10+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,008 | $762.7K | 0.00% | +129+6.9% | Added |
| Gateway Investment Advisers LLC | 2,012 | $764.2K | 0.01% | +265+15.2% | Added |
| Ferguson Wellman Capital Management, Inc | 2,015 | $765.4K | 0.01% | −900−30.9% | Reduced |
| Empirical Finance, LLC | 2,037 | $773.7K | 0.04% | −79−3.7% | Reduced |
| North Dakota State Investment Board | 2,042 | $775.6K | 0.03% | +2,042 | New |
| Winthrop Partners - WNY, LLC | 2,077 | $788.9K | 0.42% | +2,077 | New |
| Ballentine Partners, LLC | 2,082 | $790.8K | 0.01% | +81+4.0% | Added |
| Bank of Stockton | 2,116 | $803.7K | 0.23% | −2−0.1% | Reduced |
| Azzad Asset Management Inc | 2,116 | $803.9K | 0.08% | −28−1.3% | Reduced |
| Qsemble Capital Management, LP | 2,119 | $804.9K | 0.07% | +2,119 | New |
| Fifth Third Bancorp | 2,156 | $818.9K | 0.00% | +10+0.5% | Added |
| MAI Capital Management | 2,171 | $824.7K | 0.00% | +4+0.2% | Added |
| Kestra Advisory Services, LLC | 2,193 | $833.0K | 0.00% | −145−6.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,201 | $836.0K | 0.03% | −25−1.1% | Reduced |
| US Bancorp | 2,201 | $836.0K | 0.00% | +67+3.1% | Added |
| Massmutual Trust Co FSB | 2,202 | $836.4K | 0.02% | −127−5.5% | Reduced |
| Venturi Wealth Management, LLC | 2,203 | $836.8K | 0.04% | −84−3.7% | Reduced |
| Marshall Financial Group LLC | 2,227 | $845.9K | 0.16% | +2,227 | New |
| Great Diamond Partners, LLC | 2,229 | $846.6K | 0.16% | −56−2.5% | Reduced |