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 |
|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | 1,897 | $564.9K | 0.03% | +112+6.3% | Added |
| Romano Brothers and Company | 1,905 | $567.3K | 0.06% | +1,905 | New |
| Davenport & Co LLC | 1,910 | $568.8K | 0.00% | +1,910 | New |
| SFE Investment Counsel | 1,913 | $569.7K | 0.09% | +1,913 | New |
| Aso Group Ltd | 1,913 | $570.0K | 0.24% | −1,736−47.6% | Reduced |
| Arq Wealth Advisors, LLC | 1,920 | $571.8K | 0.10% | +1,920 | New |
| Meeder Advisory Services, Inc. | 1,924 | $573.0K | 0.02% | +312+19.4% | Added |
| PFG Investments, LLC | 1,948 | $580.1K | 0.03% | +364+23.0% | Added |
| Farther Finance Advisors, LLC | 1,973 | $591.8K | 0.01% | +581+41.7% | Added |
| Phoenix Holdings Ltd. | 1,995 | $593.9K | 0.01% | +481+31.8% | Added |
| Adviser Investments LLC | 2,021 | $601.9K | 0.01% | +2,021 | New |
| Aptus Capital Advisors, LLC | 2,025 | $603.0K | 0.01% | +778+62.4% | Added |
| Beacon Pointe Advisors, LLC | 2,032 | $605.1K | 0.00% | +998+96.5% | Added |
| Cutler Investment Counsel LLC | 2,073 | $617.3K | 0.06% | +2,073 | New |
| Toth Financial Advisory Corp | 2,081 | $619.7K | 0.07% | +2,081 | New |
| Venturi Wealth Management, LLC | 2,082 | $620.0K | 0.03% | −121−5.5% | Reduced |
| Everence Capital Management Inc | 2,094 | $624.0K | 0.04% | +448+27.2% | Added |
| Washington Trust Co | 2,110 | $628.6K | 0.02% | +2,110 | New |
| Callan Family Office, LLC | 2,119 | $631.0K | 0.01% | +832+64.6% | Added |
| Somerset Trust Co | 2,130 | $634.3K | 0.19% | +2,130 | New |
| Massmutual Trust Co FSB | 2,143 | $638.2K | 0.02% | −59−2.7% | Reduced |
| Jane Street Group, LLC | 2,153 | $641.2K | 0.00% | −57,968−96.4% | Reduced |
| Prudential PLC | 2,164 | $644.4K | 0.00% | +929+75.2% | Added |
| Siemens Fonds Invest GmbH | 2,168 | $645.6K | 0.04% | +1,353+166.0% | Added |
| Scotia Capital Inc. | 2,179 | $649.0K | 0.00% | +2,179 | New |
| JB Capital LLC | 2,189 | $651.9K | 0.03% | +2,189 | New |
| Sprucegrove Investment Management Ltd | 2,204 | $656.4K | 0.11% | +2,204 | New |
| Ferguson Wellman Capital Management, Inc | 2,217 | $660.2K | 0.01% | +202+10.0% | Added |
| Long Road Investment Counsel, LLC | 2,219 | $660.9K | 0.26% | +2,219 | New |
| Great Diamond Partners, LLC | 2,229 | $663.8K | 0.13% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,232 | $664.7K | 0.02% | +31+1.4% | Added |
| Fisher Funds Management LTD | 2,239 | $666.8K | 0.02% | +2,239 | New |
| Allworth Financial LP | 2,243 | $668.0K | 0.00% | +1,973+730.7% | Added |
| Ballentine Partners, LLC | 2,249 | $669.8K | 0.01% | +167+8.0% | Added |
| Plato Investment Management Ltd | 2,248 | $669.8K | 0.04% | +1,553+223.5% | Added |
| Winthrop Partners - WNY, LLC | 2,255 | $671.5K | 0.36% | +178+8.6% | Added |
| Mengis Capital Management, Inc. | 2,260 | $673.0K | 0.12% | +10+0.4% | Added |
| Needham Investment Management LLC | 2,266 | $674.8K | 0.03% | +2,266 | New |
| Westport Asset Management Inc | 2,338 | $696.3K | 0.31% | +2,338 | New |
| Kestra Private Wealth Services, LLC | 2,346 | $698.6K | 0.01% | +371+18.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,348 | $699.2K | 0.00% | +1,817+342.2% | Added |
| Kentucky Retirement Systems | 7,028 | $703.0K | 0.05% | +3,289+88.0% | Added |
| Integrated Wealth Concepts LLC | 2,364 | $704.0K | 0.01% | +2,364 | New |
| Boyd Watterson Asset Management LLC | 2,371 | $706.1K | 0.22% | +2,211+1,381.9% | Added |
| Two Sigma Securities, LLC | 2,373 | $706.7K | 0.08% | +2,373 | New |
| Lederer & Associates Investment Counsel | 2,375 | $707.0K | 0.50% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,375 | $707.3K | 0.11% | +148+6.6% | Added |
| Auxier Asset Management | 2,401 | $715.0K | 0.10% | +2,401 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,407 | $716.8K | 0.03% | +2,407 | New |
| Arnhold LLC | 2,407 | $716.8K | 0.05% | +2,407 | New |
| V-Square Quantitative Management LLC | 2,408 | $717.1K | 0.08% | +808+50.5% | Added |
| Huntington National Bank | 2,421 | $721.0K | 0.00% | +877+56.8% | Added |
| Benjamin Edwards Inc | 2,429 | $723.1K | 0.01% | +1,611+196.9% | Added |
| Guyasuta Investment Advisors Inc | 2,431 | $724.0K | 0.04% | +2,431 | New |
| Avidian Wealth Solutions, LLC | 2,442 | $727.2K | 0.02% | +2,442 | New |
| Wahed Invest LLC | 2,450 | $729.6K | 0.09% | +883+56.3% | Added |
| Silver Lake Advisory, LLC | 2,486 | $740.3K | 0.29% | +2,486 | New |
| Sterling Capital Management LLC | 2,503 | $745.4K | 0.01% | +596+31.3% | Added |
| Gateway Investment Advisers LLC | 2,527 | $752.5K | 0.01% | +515+25.6% | Added |
| Aberdeen Wealth Management LLC | 2,548 | $758.8K | 0.35% | +51+2.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,586 | $770.1K | 0.05% | +1,019+65.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,596 | $773.1K | 0.02% | +878+51.1% | Added |
| Squarepoint Ops LLC | 2,607 | $776.4K | 0.00% | +1,020+64.3% | Added |
| Coldstream Capital Management Inc | 2,613 | $778.2K | 0.01% | +260+11.0% | Added |
| EagleClaw Capital Managment, LLC | 2,650 | $789.2K | 0.11% | +2,650 | New |
| Dakota Wealth Management | 2,651 | $789.6K | 0.02% | +2,651 | New |
| GF Fund Management Co. Ltd. | 2,653 | $790.1K | 0.01% | +1,048+65.3% | Added |
| Virtu Financial LLC | 2,682 | $799.0K | 0.03% | +37+1.4% | Added |
| Securian Asset Management, Inc | 2,698 | $803.5K | 0.03% | +1,054+64.1% | Added |
| Fiduciary Trust Co | 2,706 | $805.8K | 0.01% | +2,128+368.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,709 | $806.7K | 0.07% | +2,709 | New |
| MUFG Securities Americas Inc. | 2,714 | $808.2K | 0.05% | +1,110+69.2% | Added |
| Ofi Invest Asset Management | 2,763 | $822.8K | 0.01% | +1,718+164.4% | Added |
| Atwood & Palmer Inc | 2,807 | $835.9K | 0.05% | +2,807 | New |
| North Dakota State Investment Board | 2,839 | $845.5K | 0.04% | +797+39.0% | Added |
| Fieldview Capital Management, LLC | 2,872 | $855.3K | 0.25% | +2,872 | New |
| Novem Group | 2,879 | $857.4K | 0.10% | +176+6.5% | Added |
| Violich Capital Management, Inc. | 2,886 | $859.5K | 0.10% | +2,886 | New |
| Man Group plc | 2,896 | $862.4K | 0.00% | −15,369−84.1% | Reduced |
| GAMMA Investing LLC | 2,911 | $866.9K | 0.04% | +1,173+67.5% | Added |
| IMC-Chicago, LLC | 2,931 | $872.9K | 0.01% | +2,931 | New |
| Invst, LLC | 2,932 | $873.1K | 0.10% | +2,932 | New |
| Lido Advisors, LLC | 2,937 | $874.7K | 0.00% | +1,079+58.1% | Added |
| XTX Topco Ltd | 2,958 | $880.9K | 0.02% | −1,661−36.0% | Reduced |
| Vega Investment Solutions | 2,960 | $881.5K | 0.21% | −94−3.1% | Reduced |
| QRG Capital Management, Inc. | 2,963 | $882.5K | 0.01% | −279−8.6% | Reduced |
| Walleye Capital LLC | 2,969 | $884.2K | 0.01% | +2,969 | New |
| Advisors Asset Management, Inc. | 2,975 | $886.0K | 0.01% | −243−7.6% | Reduced |
| Vestcor Inc | 2,984 | $889.0K | 0.02% | +399+15.4% | Added |
| Manchester Capital Management LLC | 3,004 | $894.6K | 0.13% | +2,304+329.1% | Added |
| Mission Wealth Management, LP | 3,021 | $899.7K | 0.02% | +209+7.4% | Added |
| LaFleur & Godfrey LLC | 3,022 | $900.0K | 0.11% | −307−9.2% | Reduced |
| Kestra Advisory Services, LLC | 3,036 | $904.0K | 0.00% | +843+38.4% | Added |
| Fulton Bank, N.A. | 3,043 | $906.2K | 0.03% | −31−1.0% | Reduced |
| Brown Brothers Harriman & Co | 3,045 | $906.8K | 0.00% | +2,181+252.4% | Added |
| Johnson Investment Counsel Inc | 3,051 | $908.6K | 0.01% | +1,896+164.2% | Added |
| Quadrant Capital Group LLC | 3,060 | $911.3K | 0.03% | +1,059+52.9% | Added |
| Bokf, NA | 3,062 | $911.9K | 0.01% | +1,314+75.2% | Added |
| Bridges Investment Management Inc | 3,098 | $922.6K | 0.01% | +3,098 | New |
| Millstone Evans Group, LLC | 3,133 | $933.0K | 0.56% | +26+0.8% | Added |