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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 1,740 | $518.0K | 0.01% | +326+23.1% | Added |
| Argent Trust Co | 1,739 | $517.9K | 0.02% | +537+44.7% | Added |
| McDaniel Terry & Co | 1,737 | $517.2K | 0.04% | +1,737 | New |
| Badgley Phelps Wealth Managers, LLC | 1,734 | $516.4K | 0.01% | +1,734 | New |
| Sheets Smith Wealth Management | 1,733 | $516.1K | 0.06% | +5+0.3% | Added |
| Principal Securities, Inc. | 1,724 | $513.3K | 0.01% | +130+8.2% | Added |
| Marble Harbor Investment Counsel, LLC | 1,711 | $509.5K | 0.06% | +481+39.1% | Added |
| Founders Financial Securities LLC | 1,566 | $497.4K | 0.03% | +1,566 | New |
| Godshalk Welsh Capital Management, Inc. | 1,665 | $495.8K | 0.29% | +1,665 | New |
| Mount Yale Investment Advisors, LLC | 1,665 | $495.8K | 0.01% | +1,665 | New |
| SevenBridge Financial Group, LLC | 1,479 | $494.5K | 0.08% | +479+47.9% | Added |
| Balyasny Asset Management LLC | 1,656 | $493.2K | 0.00% | −183,470−99.1% | Reduced |
| 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 |
| Skopos Labs, Inc. | 1,643 | $489.3K | 0.02% | +596+56.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,642 | $489.0K | 0.07% | +353+27.4% | Added |
| Lowe Brockenbrough & Co Inc | 1,632 | $486.0K | 0.02% | +104+6.8% | Added |
| Scissortail Wealth Management, LLC | 1,630 | $485.4K | 0.10% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,627 | $484.5K | 0.08% | +1,626+162,600.0% | Added |
| TCW Group Inc | 1,622 | $483.0K | 0.00% | +692+74.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,621 | $483.0K | 0.02% | +1,621 | New |
| Eads & Heald Wealth Management | 1,620 | $482.4K | 0.24% | +775+91.7% | Added |
| Evergreen Capital Management LLC | 1,618 | $481.8K | 0.01% | +1,618 | New |
| Investment Advisory Group, LLC | 1,599 | $476.2K | 0.12% | +39+2.5% | Added |
| Groupama Asset Managment | 1,578 | $469.9K | 0.01% | +935+145.4% | Added |
| Charter Research & Investment Group, Inc. | 1,552 | $462.2K | 0.31% | −78−4.8% | Reduced |
| Qsemble Capital Management, LP | 1,550 | $461.6K | 0.04% | −569−26.9% | Reduced |
| Bragg Financial Advisors, Inc | 1,547 | $460.7K | 0.01% | +1,547 | New |
| Lincoln Capital LLC | 1,536 | $457.3K | 0.09% | +1,536 | New |
| Panagora Asset Management Inc | 1,530 | $455.6K | 0.00% | +836+120.5% | Added |
| Greenleaf Trust | 1,529 | $455.3K | 0.00% | +56+3.8% | Added |
| Atlas Brown,Inc. | 1,515 | $451.2K | 0.14% | +150+11.0% | Added |
| Boston Family Office LLC | 1,511 | $450.0K | 0.03% | +532+54.3% | Added |
| Brookstone Capital Management | 1,502 | $447.4K | 0.01% | +1,502 | New |
| Cypress Advisory Group LLC | 1,500 | $446.7K | 0.34% | −1,142−43.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,494 | $444.8K | 0.00% | +1,359+1,006.7% | Added |
| FRG Family Wealth Advisors LLC | 1,471 | $438.1K | 0.07% | +1,471 | New |
| Teacher Retirement System of Texas | 1,468 | $437.2K | 0.00% | −502−25.5% | Reduced |
| Umb Bank N A | 1,466 | $436.6K | 0.01% | +549+59.9% | Added |
| Ingalls & Snyder LLC | 1,464 | $436.0K | 0.02% | +174+13.5% | Added |
| Tower Research Capital LLC (TRC) | 1,463 | $435.7K | 0.01% | −2,959−66.9% | Reduced |
| Kuhn & Co Investment Counsel | 1,461 | $435.1K | 0.28% | +179+14.0% | Added |
| Smartleaf Asset Management LLC | 1,478 | $433.7K | 0.02% | +483+48.5% | Added |
| Aaron Wealth Advisors | 1,456 | $433.6K | 0.03% | +13+0.9% | Added |
| EP Wealth Advisors, LLC | 1,453 | $432.8K | 0.00% | +708+95.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,448 | $431.2K | 0.03% | +1,448 | New |
| Kensington Investment Counsel, LLC | 1,443 | $429.7K | 0.21% | −2,122−59.5% | Reduced |
| ClearAlpha Technologies LP | 1,442 | $429.4K | 0.88% | +1,442 | New |
| Permanent Capital Management, LP | 1,370 | $423.6K | 0.07% | +1,370 | New |
| Northcape Wealth Management, LLC | 1,411 | $420.1K | 0.11% | +1,411 | New |
| McMillan Office, Inc. | 1,410 | $419.9K | 0.05% | +428+43.6% | Added |
| NorthRock Partners, LLC | 1,407 | $419.3K | 0.01% | +423+43.0% | Added |
| 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 |
| E Fund Management Co., Ltd. | 1,404 | $418.1K | 0.01% | +1,404 | New |
| Advisory Services Network, LLC | 1,399 | $416.6K | 0.01% | +1,399 | New |
| Brave Asset Management Inc | 1,392 | $414.5K | 0.10% | +26+1.9% | Added |
| NorthCrest Asset Manangement, LLC | 1,347 | $409.7K | 0.01% | −437−24.5% | Reduced |
| Chemistry Wealth Management LLC | 1,372 | $408.6K | 0.07% | +1,372 | New |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,356 | $403.8K | 0.00% | −8,812−86.7% | Reduced |
| Cresset Asset Management, LLC | 1,355 | $403.5K | 0.00% | +1,355 | New |
| Philadelphia Trust Co | 1,353 | $403.0K | 0.03% | +1,353 | New |
| Syon Capital LLC | 1,344 | $400.2K | 0.02% | +65+5.1% | Added |
| Concurrent Investment Advisors, LLC | 1,341 | $399.4K | 0.00% | +1,341 | New |
| 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 |
| Beaton Management Co. Inc. | 1,331 | $396.0K | 0.18% | +31+2.4% | Added |
| Modern Wealth Management, LLC | 1,315 | $394.4K | 0.01% | +1,315 | 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 |
| Palouse Capital Management, Inc. | 1,282 | $381.8K | 0.25% | +1,282 | New |
| Kavar Capital Partners Group, LLC | 1,263 | $376.1K | 0.05% | +1,263 | New |
| Clean Yield Group | 1,260 | $375.2K | 0.11% | +610+93.8% | Added |
| Wedbush Securities Inc | 1,258 | $375.0K | 0.01% | +1,258 | New |
| Advisory Alpha, LLC | 1,252 | $372.8K | 0.01% | −160−11.3% | Reduced |
| Skylands Capital, LLC | 1,250 | $372.3K | 0.05% | +1,250 | New |
| Oppenheimer Asset Management Inc. | 1,244 | $370.5K | 0.00% | +1,244 | New |
| BCS Private Wealth Management, Inc. | 1,235 | $367.8K | 0.11% | +1,235 | New |
| Merit Financial Group, LLC | 1,232 | $366.8K | 0.00% | +1,232 | New |
| Mediolanum International Funds Ltd | 1,245 | $365.2K | 0.00% | +1,245 | New |
| Farmers & Merchants Investments Inc | 1,225 | $364.8K | 0.01% | +1,177+2,452.1% | Added |
| ICW Investment Advisors LLC | 1,222 | $363.9K | 0.13% | +1,222 | New |
| DRW Securities, LLC | 1,218 | $362.7K | 0.02% | +67+5.8% | Added |
| DoubleLine ETF Adviser LP | 1,213 | $361.2K | 0.14% | +1,213 | New |
| Ieq Capital, LLC | 1,205 | $358.8K | 0.00% | −128−9.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,236 | $357.7K | 0.04% | +1,236 | New |
| PKO Investment Management Joint-Stock Co | 1,200 | $357.4K | 0.03% | +500+71.4% | Added |
| Mirabella Financial Services LLP | 1,197 | $356.5K | 0.03% | +1,197 | New |
| Atlantic Union Bankshares Corp | 1,194 | $355.5K | 0.01% | +544+83.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,184 | $352.6K | 0.05% | +1,184 | New |
| Regions Financial Corp | 1,183 | $352.3K | 0.00% | +1,183 | New |
| Accredited Investors Inc. | 1,171 | $348.7K | 0.02% | +118+11.2% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $339.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,134 | $337.7K | 0.08% | +1,134 | New |
| Baker Tilly Wealth Management, LLC | 1,129 | $336.2K | 0.08% | +1,129 | New |
| Canandaigua National Corp | 1,121 | $333.8K | 0.03% | +1,121 | New |
| Williams Jones Wealth Management, LLC. | 1,120 | $333.4K | 0.00% | +1,120 | New |
| Heartland Bank & Trust Co | 1,116 | $332.3K | 0.08% | +47+4.4% | Added |