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, Q1 2026
Institutional positions in Waters Corp as of Mar 31, 2026. 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
- 1,178
- +384 vs. Q4 2025
- Shares held
- 94.9M
- +45.5M (+92.2%) vs. Q4 2025
- Total value
- $29.1B
- +$10.4B (+55.2%) vs. Q4 2025
- New holders
- 466
- 576 more added
- Sold out
- 82
- 108 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Skylands Capital, LLC | 1,250 | $372.3K | 0.05% | +1,250 | New |
| Advisory Alpha, LLC | 1,252 | $372.8K | 0.01% | −160−11.3% | Reduced |
| Wedbush Securities Inc | 1,258 | $375.0K | 0.01% | +1,258 | New |
| Clean Yield Group | 1,260 | $375.2K | 0.11% | +610+93.8% | Added |
| Kavar Capital Partners Group, LLC | 1,263 | $376.1K | 0.05% | +1,263 | New |
| Palouse Capital Management, Inc. | 1,282 | $381.8K | 0.25% | +1,282 | New |
| Gamco Investors, Inc. Et Al | 1,314 | $391.3K | 0.00% | +1,314 | New |
| FSB Premier Wealth Management, Inc. | 1,314 | $391.3K | 0.12% | +1,314 | New |
| Modern Wealth Management, LLC | 1,315 | $394.4K | 0.01% | +1,315 | New |
| Beaton Management Co. Inc. | 1,331 | $396.0K | 0.18% | +31+2.4% | Added |
| First Financial Bank - Trust Division | 1,330 | $396.1K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 1,330 | $396.1K | 0.03% | +30+2.3% | Added |
| Concurrent Investment Advisors, LLC | 1,341 | $399.4K | 0.00% | +1,341 | New |
| Syon Capital LLC | 1,344 | $400.2K | 0.02% | +65+5.1% | Added |
| Philadelphia Trust Co | 1,353 | $403.0K | 0.03% | +1,353 | New |
| Cresset Asset Management, LLC | 1,355 | $403.5K | 0.00% | +1,355 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,356 | $403.8K | 0.00% | −8,812−86.7% | Reduced |
| Crestwood Advisors Group LLC | 1,367 | $407.1K | 0.01% | +83+6.5% | Added |
| Ritholtz Wealth Management | 1,367 | $407.1K | 0.01% | +744+119.4% | Added |
| Chemistry Wealth Management LLC | 1,372 | $408.6K | 0.07% | +1,372 | New |
| NorthCrest Asset Manangement, LLC | 1,347 | $409.7K | 0.01% | −437−24.5% | Reduced |
| Brave Asset Management Inc | 1,392 | $414.5K | 0.10% | +26+1.9% | Added |
| Advisory Services Network, LLC | 1,399 | $416.6K | 0.01% | +1,399 | New |
| E Fund Management Co., Ltd. | 1,404 | $418.1K | 0.01% | +1,404 | New |
| MeadowBrook Investment Advisors LLC | 1,406 | $418.7K | 0.37% | −9−0.6% | Reduced |
| Granite Investment Partners, LLC | 1,406 | $418.7K | 0.03% | +1,406 | New |
| NorthRock Partners, LLC | 1,407 | $419.3K | 0.01% | +423+43.0% | Added |
| McMillan Office, Inc. | 1,410 | $419.9K | 0.05% | +428+43.6% | Added |
| Northcape Wealth Management, LLC | 1,411 | $420.1K | 0.11% | +1,411 | New |
| Permanent Capital Management, LP | 1,370 | $423.6K | 0.07% | +1,370 | New |
| ClearAlpha Technologies LP | 1,442 | $429.4K | 0.88% | +1,442 | New |
| Kensington Investment Counsel, LLC | 1,443 | $429.7K | 0.21% | −2,122−59.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,448 | $431.2K | 0.03% | +1,448 | New |
| EP Wealth Advisors, LLC | 1,453 | $432.8K | 0.00% | +708+95.0% | Added |
| Aaron Wealth Advisors | 1,456 | $433.6K | 0.03% | +13+0.9% | Added |
| Smartleaf Asset Management LLC | 1,478 | $433.7K | 0.02% | +483+48.5% | Added |
| Kuhn & Co Investment Counsel | 1,461 | $435.1K | 0.28% | +179+14.0% | Added |
| Tower Research Capital LLC (TRC) | 1,463 | $435.7K | 0.01% | −2,959−66.9% | Reduced |
| Ingalls & Snyder LLC | 1,464 | $436.0K | 0.02% | +174+13.5% | Added |
| Umb Bank N A | 1,466 | $436.6K | 0.01% | +549+59.9% | Added |
| Teacher Retirement System of Texas | 1,468 | $437.2K | 0.00% | −502−25.5% | Reduced |
| FRG Family Wealth Advisors LLC | 1,471 | $438.1K | 0.07% | +1,471 | New |
| Steward Partners Investment Advisory, LLC | 1,494 | $444.8K | 0.00% | +1,359+1,006.7% | Added |
| Cypress Advisory Group LLC | 1,500 | $446.7K | 0.34% | −1,142−43.2% | Reduced |
| Brookstone Capital Management | 1,502 | $447.4K | 0.01% | +1,502 | New |
| Boston Family Office LLC | 1,511 | $450.0K | 0.03% | +532+54.3% | Added |
| Atlas Brown,Inc. | 1,515 | $451.2K | 0.14% | +150+11.0% | Added |
| Greenleaf Trust | 1,529 | $455.3K | 0.00% | +56+3.8% | Added |
| Panagora Asset Management Inc | 1,530 | $455.6K | 0.00% | +836+120.5% | Added |
| Lincoln Capital LLC | 1,536 | $457.3K | 0.09% | +1,536 | New |
| Bragg Financial Advisors, Inc | 1,547 | $460.7K | 0.01% | +1,547 | New |
| Qsemble Capital Management, LP | 1,550 | $461.6K | 0.04% | −569−26.9% | Reduced |
| Charter Research & Investment Group, Inc. | 1,552 | $462.2K | 0.31% | −78−4.8% | Reduced |
| Groupama Asset Managment | 1,578 | $469.9K | 0.01% | +935+145.4% | Added |
| Investment Advisory Group, LLC | 1,599 | $476.2K | 0.12% | +39+2.5% | Added |
| Evergreen Capital Management LLC | 1,618 | $481.8K | 0.01% | +1,618 | New |
| Eads & Heald Wealth Management | 1,620 | $482.4K | 0.24% | +775+91.7% | Added |
| Reynders McVeigh Capital Management, LLC | 1,621 | $483.0K | 0.02% | +1,621 | New |
| TCW Group Inc | 1,622 | $483.0K | 0.00% | +692+74.4% | Added |
| Arcadia Investment Management Corp | 1,627 | $484.5K | 0.08% | +1,626+162,600.0% | Added |
| Scissortail Wealth Management, LLC | 1,630 | $485.4K | 0.10% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,632 | $486.0K | 0.02% | +104+6.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,642 | $489.0K | 0.07% | +353+27.4% | Added |
| Skopos Labs, Inc. | 1,643 | $489.3K | 0.02% | +596+56.9% | Added |
| Hyperion Capital Advisors LP | 1,653 | $492.3K | 0.24% | +19+1.2% | Added |
| Snowden Capital Advisors LLC | 1,653 | $492.3K | 0.01% | +284+20.7% | Added |
| Balyasny Asset Management LLC | 1,656 | $493.2K | 0.00% | −183,470−99.1% | Reduced |
| SevenBridge Financial Group, LLC | 1,479 | $494.5K | 0.08% | +479+47.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,665 | $495.8K | 0.01% | +1,665 | New |
| Godshalk Welsh Capital Management, Inc. | 1,665 | $495.8K | 0.29% | +1,665 | New |
| Founders Financial Securities LLC | 1,566 | $497.4K | 0.03% | +1,566 | New |
| Marble Harbor Investment Counsel, LLC | 1,711 | $509.5K | 0.06% | +481+39.1% | Added |
| Principal Securities, Inc. | 1,724 | $513.3K | 0.01% | +130+8.2% | Added |
| Sheets Smith Wealth Management | 1,733 | $516.1K | 0.06% | +5+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,734 | $516.4K | 0.01% | +1,734 | New |
| McDaniel Terry & Co | 1,737 | $517.2K | 0.04% | +1,737 | New |
| Argent Trust Co | 1,739 | $517.9K | 0.02% | +537+44.7% | Added |
| iA Global Asset Management Inc. | 1,740 | $518.0K | 0.01% | +326+23.1% | Added |
| O'Rourke & Company, Inc | 1,751 | $521.4K | 0.21% | +1+0.1% | Added |
| Natural Investments, LLC | 1,755 | $522.0K | 0.13% | +147+9.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,756 | $522.9K | 0.01% | +1,756 | New |
| Moors & Cabot, Inc. | 1,769 | $526.8K | 0.02% | +1,769 | New |
| Wendell David Associates Inc | 1,770 | $527.0K | 0.06% | +1,770 | New |
| First National Bank of Omaha | 1,774 | $528.3K | 0.02% | +1,774 | New |
| Sky Investment Group LLC | 1,786 | $531.9K | 0.09% | +1,786 | New |
| Brighton Jones LLC | 1,788 | $532.5K | 0.01% | +1,788 | New |
| Bank of Stockton | 1,790 | $533.1K | 0.16% | −326−15.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,793 | $534.0K | 0.04% | +42+2.4% | Added |
| Brevan Howard Capital Management LP | 1,807 | $538.1K | 0.01% | −12,441−87.3% | Reduced |
| MainStreet Investment Advisors LLC | 1,810 | $539.0K | 0.08% | −26−1.4% | Reduced |
| Letson Investment Management, Inc. | 1,812 | $539.6K | 0.21% | +1,812 | New |
| Marex Group plc | 1,829 | $544.7K | 0.01% | +628+52.3% | Added |
| Generali Investments, Management Co LLC | 1,830 | $545.0K | 0.13% | +719+64.7% | Added |
| Grandfield & Dodd, LLC | 1,834 | $546.2K | 0.03% | +253+16.0% | Added |
| Busey Wealth Management | 1,861 | $554.2K | 0.02% | +1,861 | New |
| Westpac Banking Corp | 1,864 | $555.1K | 0.04% | +791+73.7% | Added |
| Circle Wealth Management, LLC | 1,882 | $560.5K | 0.01% | +1,882 | New |
| Exencial Wealth Advisors, LLC | 1,883 | $560.8K | 0.02% | +202+12.0% | Added |
| RSM US Wealth Management LLC | 1,890 | $563.0K | 0.01% | +892+89.4% | Added |
| Blueshift Asset Management, LLC | 1,892 | $563.4K | 0.17% | +1,892 | New |