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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 2,886 | $859.5K | 0.10% | +2,886 | New |
| Novem Group | 2,879 | $857.4K | 0.10% | +176+6.5% | Added |
| Fieldview Capital Management, LLC | 2,872 | $855.3K | 0.25% | +2,872 | New |
| North Dakota State Investment Board | 2,839 | $845.5K | 0.04% | +797+39.0% | Added |
| Atwood & Palmer Inc | 2,807 | $835.9K | 0.05% | +2,807 | New |
| Ofi Invest Asset Management | 2,763 | $822.8K | 0.01% | +1,718+164.4% | Added |
| MUFG Securities Americas Inc. | 2,714 | $808.2K | 0.05% | +1,110+69.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,709 | $806.7K | 0.07% | +2,709 | New |
| Fiduciary Trust Co | 2,706 | $805.8K | 0.01% | +2,128+368.2% | Added |
| Securian Asset Management, Inc | 2,698 | $803.5K | 0.03% | +1,054+64.1% | Added |
| Virtu Financial LLC | 2,682 | $799.0K | 0.03% | +37+1.4% | Added |
| GF Fund Management Co. Ltd. | 2,653 | $790.1K | 0.01% | +1,048+65.3% | Added |
| Dakota Wealth Management | 2,651 | $789.6K | 0.02% | +2,651 | New |
| EagleClaw Capital Managment, LLC | 2,650 | $789.2K | 0.11% | +2,650 | New |
| Coldstream Capital Management Inc | 2,613 | $778.2K | 0.01% | +260+11.0% | Added |
| Squarepoint Ops LLC | 2,607 | $776.4K | 0.00% | +1,020+64.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,596 | $773.1K | 0.02% | +878+51.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,586 | $770.1K | 0.05% | +1,019+65.0% | Added |
| Aberdeen Wealth Management LLC | 2,548 | $758.8K | 0.35% | +51+2.0% | Added |
| Gateway Investment Advisers LLC | 2,527 | $752.5K | 0.01% | +515+25.6% | Added |
| Sterling Capital Management LLC | 2,503 | $745.4K | 0.01% | +596+31.3% | Added |
| Silver Lake Advisory, LLC | 2,486 | $740.3K | 0.29% | +2,486 | New |
| Wahed Invest LLC | 2,450 | $729.6K | 0.09% | +883+56.3% | Added |
| Avidian Wealth Solutions, LLC | 2,442 | $727.2K | 0.02% | +2,442 | New |
| Guyasuta Investment Advisors Inc | 2,431 | $724.0K | 0.04% | +2,431 | New |
| Benjamin Edwards Inc | 2,429 | $723.1K | 0.01% | +1,611+196.9% | Added |
| Huntington National Bank | 2,421 | $721.0K | 0.00% | +877+56.8% | Added |
| V-Square Quantitative Management LLC | 2,408 | $717.1K | 0.08% | +808+50.5% | Added |
| 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 |
| Auxier Asset Management | 2,401 | $715.0K | 0.10% | +2,401 | New |
| Marshall Financial Group LLC | 2,375 | $707.3K | 0.11% | +148+6.6% | Added |
| Lederer & Associates Investment Counsel | 2,375 | $707.0K | 0.50% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,373 | $706.7K | 0.08% | +2,373 | New |
| Boyd Watterson Asset Management LLC | 2,371 | $706.1K | 0.22% | +2,211+1,381.9% | Added |
| Integrated Wealth Concepts LLC | 2,364 | $704.0K | 0.01% | +2,364 | New |
| Kentucky Retirement Systems | 7,028 | $703.0K | 0.05% | +3,289+88.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,348 | $699.2K | 0.00% | +1,817+342.2% | Added |
| Kestra Private Wealth Services, LLC | 2,346 | $698.6K | 0.01% | +371+18.8% | Added |
| Westport Asset Management Inc | 2,338 | $696.3K | 0.31% | +2,338 | New |
| Needham Investment Management LLC | 2,266 | $674.8K | 0.03% | +2,266 | New |
| Mengis Capital Management, Inc. | 2,260 | $673.0K | 0.12% | +10+0.4% | Added |
| Winthrop Partners - WNY, LLC | 2,255 | $671.5K | 0.36% | +178+8.6% | Added |
| Plato Investment Management Ltd | 2,248 | $669.8K | 0.04% | +1,553+223.5% | Added |
| Ballentine Partners, LLC | 2,249 | $669.8K | 0.01% | +167+8.0% | Added |
| Allworth Financial LP | 2,243 | $668.0K | 0.00% | +1,973+730.7% | Added |
| Fisher Funds Management LTD | 2,239 | $666.8K | 0.02% | +2,239 | New |
| Stock Yards Bank & Trust Co | 2,232 | $664.7K | 0.02% | +31+1.4% | Added |
| Great Diamond Partners, LLC | 2,229 | $663.8K | 0.13% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,219 | $660.9K | 0.26% | +2,219 | New |
| Ferguson Wellman Capital Management, Inc | 2,217 | $660.2K | 0.01% | +202+10.0% | Added |
| Sprucegrove Investment Management Ltd | 2,204 | $656.4K | 0.11% | +2,204 | New |
| JB Capital LLC | 2,189 | $651.9K | 0.03% | +2,189 | New |
| Scotia Capital Inc. | 2,179 | $649.0K | 0.00% | +2,179 | New |
| Siemens Fonds Invest GmbH | 2,168 | $645.6K | 0.04% | +1,353+166.0% | Added |
| Prudential PLC | 2,164 | $644.4K | 0.00% | +929+75.2% | Added |
| Jane Street Group, LLC | 2,153 | $641.2K | 0.00% | −57,968−96.4% | Reduced |
| Massmutual Trust Co FSB | 2,143 | $638.2K | 0.02% | −59−2.7% | Reduced |
| Somerset Trust Co | 2,130 | $634.3K | 0.19% | +2,130 | New |
| Callan Family Office, LLC | 2,119 | $631.0K | 0.01% | +832+64.6% | Added |
| Washington Trust Co | 2,110 | $628.6K | 0.02% | +2,110 | New |
| Everence Capital Management Inc | 2,094 | $624.0K | 0.04% | +448+27.2% | Added |
| Venturi Wealth Management, LLC | 2,082 | $620.0K | 0.03% | −121−5.5% | Reduced |
| Toth Financial Advisory Corp | 2,081 | $619.7K | 0.07% | +2,081 | New |
| Cutler Investment Counsel LLC | 2,073 | $617.3K | 0.06% | +2,073 | New |
| Beacon Pointe Advisors, LLC | 2,032 | $605.1K | 0.00% | +998+96.5% | Added |
| Aptus Capital Advisors, LLC | 2,025 | $603.0K | 0.01% | +778+62.4% | Added |
| Adviser Investments LLC | 2,021 | $601.9K | 0.01% | +2,021 | New |
| Phoenix Holdings Ltd. | 1,995 | $593.9K | 0.01% | +481+31.8% | Added |
| Farther Finance Advisors, LLC | 1,973 | $591.8K | 0.01% | +581+41.7% | Added |
| PFG Investments, LLC | 1,948 | $580.1K | 0.03% | +364+23.0% | Added |
| Meeder Advisory Services, Inc. | 1,924 | $573.0K | 0.02% | +312+19.4% | Added |
| Arq Wealth Advisors, LLC | 1,920 | $571.8K | 0.10% | +1,920 | New |
| Aso Group Ltd | 1,913 | $570.0K | 0.24% | −1,736−47.6% | Reduced |
| SFE Investment Counsel | 1,913 | $569.7K | 0.09% | +1,913 | New |
| Davenport & Co LLC | 1,910 | $568.8K | 0.00% | +1,910 | New |
| Romano Brothers and Company | 1,905 | $567.3K | 0.06% | +1,905 | New |
| Global X Japan Co., Ltd. | 1,897 | $564.9K | 0.03% | +112+6.3% | Added |
| Blueshift Asset Management, LLC | 1,892 | $563.4K | 0.17% | +1,892 | New |
| RSM US Wealth Management LLC | 1,890 | $563.0K | 0.01% | +892+89.4% | Added |
| Exencial Wealth Advisors, LLC | 1,883 | $560.8K | 0.02% | +202+12.0% | Added |
| Circle Wealth Management, LLC | 1,882 | $560.5K | 0.01% | +1,882 | New |
| Westpac Banking Corp | 1,864 | $555.1K | 0.04% | +791+73.7% | Added |
| Busey Wealth Management | 1,861 | $554.2K | 0.02% | +1,861 | New |
| Grandfield & Dodd, LLC | 1,834 | $546.2K | 0.03% | +253+16.0% | Added |
| Generali Investments, Management Co LLC | 1,830 | $545.0K | 0.13% | +719+64.7% | Added |
| Marex Group plc | 1,829 | $544.7K | 0.01% | +628+52.3% | Added |
| Letson Investment Management, Inc. | 1,812 | $539.6K | 0.21% | +1,812 | New |
| MainStreet Investment Advisors LLC | 1,810 | $539.0K | 0.08% | −26−1.4% | Reduced |
| Brevan Howard Capital Management LP | 1,807 | $538.1K | 0.01% | −12,441−87.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,793 | $534.0K | 0.04% | +42+2.4% | Added |
| Bank of Stockton | 1,790 | $533.1K | 0.16% | −326−15.4% | Reduced |
| Brighton Jones LLC | 1,788 | $532.5K | 0.01% | +1,788 | New |
| Sky Investment Group LLC | 1,786 | $531.9K | 0.09% | +1,786 | New |
| First National Bank of Omaha | 1,774 | $528.3K | 0.02% | +1,774 | New |
| Wendell David Associates Inc | 1,770 | $527.0K | 0.06% | +1,770 | New |
| Moors & Cabot, Inc. | 1,769 | $526.8K | 0.02% | +1,769 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,756 | $522.9K | 0.01% | +1,756 | New |
| Natural Investments, LLC | 1,755 | $522.0K | 0.13% | +147+9.1% | Added |
| O'Rourke & Company, Inc | 1,751 | $521.4K | 0.21% | +1+0.1% | Added |