Skip to main content

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.

Institutional holdersQ1 2026: 1,178 institutions
Q1 2021: 600 institutionsQ2 2021: 634 institutionsQ3 2021: 658 institutionsQ4 2021: 667 institutionsQ1 2022: 661 institutionsQ2 2022: 654 institutionsQ3 2022: 644 institutionsQ4 2022: 654 institutionsQ1 2023: 678 institutionsQ2 2023: 647 institutionsQ3 2023: 651 institutionsQ4 2023: 674 institutionsQ1 2024: 689 institutionsQ2 2024: 695 institutionsQ3 2024: 697 institutionsQ4 2024: 761 institutionsQ1 2025: 765 institutionsQ2 2025: 771 institutionsQ3 2025: 755 institutionsQ4 2025: 808 institutionsQ1 2026: 1,178 institutionsQ2 2026: 1,185 institutions
Value heldQ1 2026: $29.1B
Q1 2021: $15.5BQ2 2021: $18.9BQ3 2021: $19.5BQ4 2021: $20.4BQ1 2022: $16.9BQ2 2022: $17.7BQ3 2022: $14.5BQ4 2022: $18.2BQ1 2023: $16.8BQ2 2023: $15.0BQ3 2023: $15.7BQ4 2023: $19.4BQ1 2024: $20.1BQ2 2024: $16.5BQ3 2024: $20.3BQ4 2024: $21.2BQ1 2025: $21.2BQ2 2025: $20.4BQ3 2025: $17.2BQ4 2025: $21.9BQ1 2026: $29.1BQ2 2026: $37.3B
Institutions holding WAT and their total value by quarter
QuarterHoldersValue
Q2 20261,185$37.3B
Q1 20261,178$29.1B
Q4 2025808$21.9B
Q3 2025755$17.2B
Q2 2025771$20.4B
Q1 2025765$21.2B
Q4 2024761$21.2B
Q3 2024697$20.3B
Q2 2024695$16.5B
Q1 2024689$20.1B
Q4 2023674$19.4B
Q3 2023651$15.7B
Q2 2023647$15.0B
Q1 2023678$16.8B
Q4 2022654$18.2B
Q3 2022644$14.5B
Q2 2022654$17.7B
Q1 2022661$16.9B
Q4 2021667$20.4B
Q3 2021658$19.5B
Q2 2021634$18.9B
Q1 2021600$15.5B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q4 2025.

Institutions holding WAT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Profund Advisors LLC1,096$326.4K0.01%+127+13.1%Added
Moody Lynn & Lieberson, LLC1,095$326.1K0.02%+23+2.1%Added
Trust Asset Management LLC1,091$324.9K0.02%+431+65.3%Added
Storgate, LLC1,079$321.3K0.25%+1,079New
Parallel Advisors, LLC1,074$320.0K0.01%+468+77.2%Added
Wimmer Associates 1, LLC1,072$319.2K0.16%+1,072New
Claret Asset Management Corp1,067$318.0K0.04%+18+1.7%Added
Stephens Inc1,063$316.6K0.00%+1,063New
Pinnacle Financial Partners, Inc.1,060$315.7K0.00%+1,060New
Atomi Financial Group, Inc.1,055$314.3K0.01%−483−31.4%Reduced
Fiduciary Group LLC1,053$313.6K0.03%+1,053New
Frank, Rimerman Advisors LLC1,050$312.7K0.02%+405+62.8%Added
Mesirow Financial Investment Management, Inc.1,049$312.4K0.01%+1,049New
Wellington Shields Capital Management, LLC1,049$312.4K0.05%+1,049New
South Shore Capital Advisors1,045$311.2K0.23%+1,045New
Farringdon Capital, Ltd.1,044$310.9K0.07%+1,044New
Transcend Wealth Collective, LLC1,036$308.5K0.02%+1,036New
Qtron Investments LLC1,033$307.6K0.04%−1,880−64.5%Reduced
Painted Porch Advisors LLC1,028$306.1K0.15%+1,028New
Laurel Wealth Advisors LLC856$304.0K0.03%+856New
Cullen Capital Management LLC1,020$303.8K0.00%+1,020New
Innovative Asset Advisors Group, LLC1,013$301.7K0.17%+1,013New
Fiera Capital Corp1,007$299.9K0.00%+87+9.5%Added
Engineers Gate Manager LP1,004$299.0K0.00%−6,553−86.7%Reduced
Heritage Investment Group, Inc.1,000$297.8K0.05%−1−0.1%Reduced
HBK Sorce Advisory LLC838$297.6K0.01%+838New
Roberts Glore & Co Inc983$292.7K0.08%+983New
Whittier Trust Co956$290.7K0.00%+739+340.6%Added
HF Advisory Group, LLC976$290.7K0.10%+976New
Texas Yale Capital Corp.971$289.2K0.01%+971New
Banque Transatlantique SA966$288.5K0.01%+966New
Cigna Investments Inc964$287.0K0.04%+375+63.7%Added
Poehling Capital Management, LLC962$286.5K0.06%+962New
Mairs & Power Inc958$285.6K0.00%+958New
Dark Forest Capital Management LP955$284.4K0.03%+955New
Trust Point Inc.952$283.5K0.02%+217+29.5%Added
Viewpoint Capital Management LLC950$282.9K0.13%+135+16.6%Added
Resonant Capital Advisors, LLC948$282.3K0.01%+948New
First Community Trust NA945$281.4K0.21%+945New
CoreCap Advisors, LLC939$279.6K0.01%+937+46,850.0%Added
Polymer Capital Management (US) LLC939$279.6K0.04%+939New
Clear Harbor Asset Management, LLC934$278.1K0.02%+934New
Clearstead Advisors, LLC932$277.6K0.00%+316+51.3%Added
Nicholson Wealth Management Group, LLC932$277.6K0.16%+932New
Hills Bank & Trust Co925$275.5K0.01%+925New
Midwest Trust Co921$274.3K0.00%+921New
Catalyst Funds Management Pty Ltd920$274.0K0.05%−440−32.4%Reduced
KPP Advisory Services LLC918$273.4K0.04%+18+2.0%Added
Sagespring Wealth Partners, LLC917$273.1K0.00%+335+57.6%Added
AE Wealth Management LLC917$273.1K0.00%+917New
Delta Capital Management LLC913$272.0K0.15%+913New
Penobscot Investment Management Company, Inc.905$269.5K0.02%+905New
Ameritas Investment Partners, Inc.892$265.6K0.01%+349+64.3%Added
Wealthspire Advisors, LLC887$264.1K0.00%−381−30.0%Reduced
Cove Private Wealth, LLC884$263.4K0.06%+884New
Rice Partnership, LLC882$262.7K0.04%00.0%Unchanged
Koshinski Asset Management, Inc.881$262.4K0.02%+881New
Diversified Enterprises, LLC880$262.1K0.01%+880New
Beese Fulmer Investment Management, Inc.878$261.5K0.02%+878New
Meiji Yasuda Asset Management Co Ltd.876$260.9K0.01%+876New
Envestnet Portfolio Solutions, Inc.875$260.6K0.00%−1,133−56.4%Reduced
Birch Hill Investment Advisors LLC875$260.6K0.01%+275+45.8%Added
Resources Investment Advisors, LLC.874$260.3K0.00%+75+9.4%Added
J. R. Prunier Capital Management LLC872$259.7K0.11%+872New
PCB Capital LLC869$258.8K0.41%+19+2.2%Added
KilterHowling LLC867$258.2K0.13%00.0%Unchanged
Dorsey & Whitney Trust CO LLC865$257.6K0.01%+334+62.9%Added
Evelyn Partners Investment Management LLP856$254.9K0.01%+606+242.4%Added
Studio Investment Management LLC855$254.6K0.05%+855New
Argentarii, LLC846$251.9K0.09%+846New
Daymark Wealth Partners, LLC845$251.6K0.01%+845New
DV Trading LLC840$250.2K0.02%+840New
Patton Fund Management, Inc.834$248.4K0.04%+834New
Union Heritage Capital, LLC831$247.5K0.09%+831New
Checchi Capital Advisers, LLC814$242.3K0.02%+814New
Chicago Partners Investment Group LLC720$240.8K0.01%+720New
Shufro Rose & Co LLC802$238.8K0.02%+2+0.3%Added
Rehmann Capital Advisory Group801$238.5K0.01%+129+19.2%Added
Jefferies Financial Group Inc.800$238.2K0.00%−2,006−71.5%Reduced
Chesley Taft & Associates LLC800$238.2K0.01%+800New
Evolve Private Wealth, LLC800$238.2K0.01%+800New
Turtle Creek Wealth Advisors, LLC796$237.0K0.02%+796New
A. D. Beadell Investment Counsel, Inc.797$237.0K0.15%+797New
Keyvantage Wealth, LLC794$236.5K0.10%+794New
Krilogy Financial LLC740$236.1K0.01%+740New
Portland Global Advisors LLC791$235.6K0.03%+209+35.9%Added
Birch Capital Management, LLC791$235.6K0.12%+791New
Guardian Partners Inc.789$235.4K0.02%+68+9.4%Added
Park Avenue Securities LLC791$235.0K0.00%−2,218−73.7%Reduced
Ipswich Investment Management Co., Inc.780$232.3K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC779$232.0K0.01%+412+112.3%Added
Caitong International Asset Management Co., Ltd776$231.1K0.04%+572+280.4%Added
Courier Capital LLC772$229.9K0.01%+772New
Flputnam Investment Management Co772$229.9K0.00%+772New
Westerkirk Capital Inc.761$226.6K0.02%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.758$225.7K0.03%00.0%Unchanged
Citizens & Northern Corp756$225.1K0.06%+756New
Essex Financial Services, Inc.755$224.8K0.01%+755New
Delta Financial Advisors LLC754$224.5K0.06%+754New
Savvy Advisors, Inc.749$223.1K0.01%+749New