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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 2,443 | $927.9K | 0.01% | +1,304+114.5% | Added |
| Horizon Investments, LLC | 2,441 | $927.2K | 0.01% | −98−3.9% | Reduced |
| Trust Co of Vermont | 2,412 | $916.1K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,412 | $916.1K | 0.01% | +178+8.0% | Added |
| Lederer & Associates Investment Counsel | 2,375 | $902.0K | 0.61% | −660−21.7% | Reduced |
| Coldstream Capital Management Inc | 2,353 | $893.9K | 0.01% | −597−20.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,264 | $859.9K | 0.03% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 2,250 | $854.6K | 0.15% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,229 | $846.6K | 0.16% | −56−2.5% | Reduced |
| Marshall Financial Group LLC | 2,227 | $845.9K | 0.16% | +2,227 | New |
| Venturi Wealth Management, LLC | 2,203 | $836.8K | 0.04% | −84−3.7% | Reduced |
| Massmutual Trust Co FSB | 2,202 | $836.4K | 0.02% | −127−5.5% | Reduced |
| US Bancorp | 2,201 | $836.0K | 0.00% | +67+3.1% | Added |
| Stock Yards Bank & Trust Co | 2,201 | $836.0K | 0.03% | −25−1.1% | Reduced |
| Kestra Advisory Services, LLC | 2,193 | $833.0K | 0.00% | −145−6.2% | Reduced |
| MAI Capital Management | 2,171 | $824.7K | 0.00% | +4+0.2% | Added |
| Fifth Third Bancorp | 2,156 | $818.9K | 0.00% | +10+0.5% | Added |
| Qsemble Capital Management, LP | 2,119 | $804.9K | 0.07% | +2,119 | New |
| Azzad Asset Management Inc | 2,116 | $803.9K | 0.08% | −28−1.3% | Reduced |
| Bank of Stockton | 2,116 | $803.7K | 0.23% | −2−0.1% | Reduced |
| Ballentine Partners, LLC | 2,082 | $790.8K | 0.01% | +81+4.0% | Added |
| Winthrop Partners - WNY, LLC | 2,077 | $788.9K | 0.42% | +2,077 | New |
| North Dakota State Investment Board | 2,042 | $775.6K | 0.03% | +2,042 | New |
| Empirical Finance, LLC | 2,037 | $773.7K | 0.04% | −79−3.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,015 | $765.4K | 0.01% | −900−30.9% | Reduced |
| Gateway Investment Advisers LLC | 2,012 | $764.2K | 0.01% | +265+15.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,008 | $762.7K | 0.00% | +129+6.9% | Added |
| Quadrant Capital Group LLC | 2,001 | $760.0K | 0.02% | +10+0.5% | Added |
| Atria Investments LLC | 1,979 | $751.7K | 0.01% | +245+14.1% | Added |
| Kestra Private Wealth Services, LLC | 1,975 | $750.2K | 0.01% | +1,975 | New |
| Teacher Retirement System of Texas | 1,970 | $748.3K | 0.00% | −5,826−74.7% | Reduced |
| Global Retirement Partners, LLC | 1,967 | $747.2K | 0.01% | +54+2.8% | Added |
| Retireful, LLC | 1,940 | $744.9K | 0.93% | +1,940 | New |
| Sterling Capital Management LLC | 1,907 | $724.3K | 0.01% | +103+5.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,784 | $704.4K | 0.02% | +12+0.7% | Added |
| MainStreet Investment Advisors LLC | 1,836 | $697.4K | 0.10% | −270−12.8% | Reduced |
| Keybank National Association | 1,820 | $691.3K | 0.00% | +6+0.3% | Added |
| Verition Fund Management LLC | 1,807 | $686.4K | 0.00% | −14,926−89.2% | Reduced |
| 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 |
| Abn Amro Investment Solutions | 1,776 | $674.6K | 0.01% | +1,776 | New |
| Canada Pension Plan Investment Board | 1,770 | $672.3K | 0.00% | −1,140−39.2% | Reduced |
| Lecap Asset Management Ltd | 1,769 | $671.9K | 0.27% | +1,769 | New |
| Raiffeisen Bank International AG | 1,742 | $668.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,751 | $665.1K | 0.05% | +31+1.8% | Added |
| O'Rourke & Company, Inc | 1,750 | $664.7K | 0.26% | +80+4.8% | Added |
| Bokf, NA | 1,748 | $663.9K | 0.01% | −145−7.7% | Reduced |
| Edgestream Partners, L.P. | 1,746 | $663.2K | 0.02% | −34,039−95.1% | Reduced |
| GAMMA Investing LLC | 1,738 | $660.1K | 0.03% | +468+36.9% | Added |
| Sheets Smith Wealth Management | 1,728 | $656.3K | 0.07% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,720 | $653.3K | 0.01% | +1,720 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,718 | $652.5K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,681 | $638.5K | 0.02% | +28+1.7% | Added |
| Tiaa Trust, National Association | 1,667 | $633.2K | 0.00% | −935−35.9% | Reduced |
| Ransom Advisory, Ltd | 1,649 | $626.3K | 0.25% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,646 | $625.0K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,644 | $624.4K | 0.02% | −1,217−42.5% | Reduced |
| Hyperion Capital Advisors LP | 1,634 | $620.6K | 0.30% | 00.0% | Unchanged |
| 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 |
| Meeder Advisory Services, Inc. | 1,612 | $612.3K | 0.03% | +333+26.0% | Added |
| Natural Investments, LLC | 1,608 | $610.0K | 0.15% | +239+17.5% | Added |
| GF Fund Management Co. Ltd. | 1,605 | $609.6K | 0.01% | −29−1.8% | Reduced |
| MUFG Securities Americas Inc. | 1,604 | $609.2K | 0.04% | −1−0.1% | Reduced |
| V-Square Quantitative Management LLC | 1,600 | $607.7K | 0.06% | +1,600 | New |
| Quantitative Investment Management, LLC | 1,597 | $606.0K | 0.06% | −7,126−81.7% | Reduced |
| Principal Securities, Inc. | 1,594 | $605.3K | 0.01% | +135+9.3% | Added |
| Aigen Investment Management, LP | 1,590 | $603.9K | 0.14% | −1,737−52.2% | Reduced |
| Boothbay Fund Management, LLC | 1,589 | $603.5K | 0.02% | −367−18.8% | Reduced |
| Squarepoint Ops LLC | 1,587 | $602.8K | 0.00% | −78,044−98.0% | Reduced |
| 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 |
| Grandfield & Dodd, LLC | 1,581 | $600.5K | 0.03% | 00.0% | Unchanged |
| 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 |
| Investment Advisory Group, LLC | 1,560 | $592.5K | 0.15% | −42−2.6% | Reduced |
| Alps Advisors Inc | 1,553 | $589.9K | 0.00% | +7+0.5% | Added |
| Huntington National Bank | 1,544 | $586.5K | 0.00% | +71+4.8% | Added |
| Atomi Financial Group, Inc. | 1,538 | $584.3K | 0.02% | +47+3.2% | Added |
| Lowe Brockenbrough & Co Inc | 1,528 | $580.4K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,514 | $574.7K | 0.01% | −2−0.1% | Reduced |
| Lido Advisors, LLC | 1,858 | $563.2K | 0.00% | −45−2.4% | Reduced |
| Greenleaf Trust | 1,473 | $559.5K | 0.01% | +40+2.8% | Added |
| Aaron Wealth Advisors | 1,443 | $548.1K | 0.03% | +1,443 | New |
| STRS Ohio | 1,427 | $542.0K | 0.00% | +3+0.2% | Added |
| Quest Partners LLC | 1,421 | $539.7K | 0.03% | +426+42.8% | Added |
| MeadowBrook Investment Advisors LLC | 1,415 | $537.5K | 0.46% | −12−0.8% | Reduced |
| iA Global Asset Management Inc. | 1,414 | $537.0K | 0.01% | −409−22.4% | Reduced |
| Advisory Alpha, LLC | 1,412 | $536.3K | 0.01% | −91−6.1% | Reduced |
| Third View Private Wealth, LLC | 1,407 | $534.4K | 0.07% | +1,407 | New |
| Vident Advisory, LLC | 1,397 | $530.6K | 0.00% | −159−10.2% | Reduced |
| Farther Finance Advisors, LLC | 1,392 | $528.8K | 0.01% | +174+14.3% | Added |
| Guggenheim Capital LLC | 1,374 | $521.9K | 0.00% | −193−12.3% | Reduced |
| Snowden Capital Advisors LLC | 1,369 | $520.0K | 0.01% | +427+45.3% | Added |
| Brave Asset Management Inc | 1,366 | $518.8K | 0.12% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,365 | $518.5K | 0.15% | −48−3.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,360 | $516.6K | 0.12% | +1,360 | New |
| Ieq Capital, LLC | 1,333 | $506.3K | 0.00% | +1,333 | New |
| First Financial Bank - Trust Division | 1,330 | $505.2K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,300 | $494.0K | 0.22% | 00.0% | Unchanged |