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 |
|---|---|---|---|---|---|
| Castlefield Investment Partners LLP | 748 | $222.8K | 0.17% | +317+73.5% | Added |
| Frec Markets, Inc. | 748 | $222.8K | 0.04% | +748 | New |
| IFP Advisors, Inc | 747 | $222.5K | 0.00% | +701+1,523.9% | Added |
| Gilbert & Cook, Inc. | 746 | $222.2K | 0.03% | +44+6.3% | Added |
| Montag A & Associates Inc | 745 | $221.9K | 0.01% | +745 | New |
| Columbia Asset Management | 744 | $221.6K | 0.04% | +39+5.5% | Added |
| American Assets Investment Management, LLC | 744 | $221.6K | 0.02% | +744 | New |
| Clifford Swan Investment Counsel LLC | 742 | $221.0K | 0.01% | +742 | New |
| We Are One Seven, LLC | 741 | $220.7K | 0.00% | +741 | New |
| National Asset Management, Inc. | 738 | $216.5K | 0.01% | +152+25.9% | Added |
| Fifth Third Wealth Advisors LLC | 724 | $215.6K | 0.01% | +724 | New |
| Citizens Financial Group Inc | 722 | $215.1K | 0.00% | +722 | New |
| Inspire Advisors, LLC | 721 | $214.8K | 0.02% | +721 | New |
| Spartan Wealth Advisory Services LLC | 721 | $214.7K | 0.02% | +721 | New |
| RMB Capital Management, LLC | 712 | $212.2K | 0.00% | +712 | New |
| CX Institutional | 707 | $211.0K | 0.01% | +318+81.7% | Added |
| Whittier Trust Co of Nevada Inc | 693 | $210.7K | 0.00% | +687+11,450.0% | Added |
| TD Private Client Wealth LLC | 704 | $209.7K | 0.00% | +222+46.1% | Added |
| Foster & Motley Inc | 703 | $209.0K | 0.01% | +703 | New |
| Hancock Whitney Corp | 670 | $207.0K | 0.00% | +670 | New |
| Walleye Trading LLC | 693 | $206.4K | 0.00% | +693 | New |
| Vise Technologies, Inc. | 541 | $205.5K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 689 | $205.2K | 0.01% | +689 | New |
| Modera Wealth Management, LLC | 688 | $204.9K | 0.00% | +688 | New |
| Signaturefd, LLC | 683 | $203.5K | 0.00% | +272+66.2% | Added |
| Barbara Oil Co. | 676 | $201.3K | 0.08% | +676 | New |
| VARCOV Co. | 676 | $201.3K | 0.08% | +676 | New |
| Pettee Investors, Inc. | 649 | $200.7K | 0.10% | +649 | New |
| Stiles Financial Services Inc | 663 | $197.4K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 646 | $192.4K | 0.00% | +634+5,283.3% | Added |
| Creative Financial Designs Inc | 645 | $192.1K | 0.01% | +252+64.1% | Added |
| Andra AP-fonden | 640 | $190.6K | 0.00% | −28,960−97.8% | Reduced |
| Tompkins Financial Corp | 596 | $177.5K | 0.01% | +196+49.0% | Added |
| Larson Financial Group LLC | 545 | $162.3K | 0.01% | +445+445.0% | Added |
| Parvin Asset Management, LLC | 542 | $161.4K | 0.12% | +542 | New |
| Central Trust Co | 534 | $159.0K | 0.00% | +144+36.9% | Added |
| Archer Investment Corp | 531 | $158.1K | 0.03% | +531 | New |
| Banque de Luxembourg S.A. | 530 | $157.8K | 0.08% | −132−19.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 527 | $156.6K | 0.04% | +527 | New |
| Gen-Wealth Partners Inc | 518 | $154.3K | 0.05% | +36+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $153.6K | 0.00% | +480 | New |
| Dorato Capital Management | 446 | $142.1K | 0.10% | +446 | New |
| Leonteq Securities AG | 469 | $139.7K | 0.01% | +277+144.3% | Added |
| Keating Financial Advisory Services, Inc. | 453 | $134.9K | 0.02% | −21−4.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 447 | $133.1K | 0.01% | +447 | New |
| SBI Securities Co., Ltd. | 445 | $132.5K | 0.00% | +159+55.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 443 | $131.9K | 0.02% | +280+171.8% | Added |
| Tiaa Trust, National Association | 438 | $130.4K | 0.01% | −1,229−73.7% | Reduced |
| Los Angeles Capital Management LLC | 431 | $128.4K | 0.00% | +150+53.4% | Added |
| Hara Capital LLC | 419 | $124.8K | 0.06% | +419 | New |
| South State Corp. | 413 | $123.0K | 0.01% | +402+3,654.5% | Added |
| Glen Eagle Advisors, LLC | 410 | $122.1K | 0.02% | +400+4,000.0% | Added |
| Hanson & Doremus Investment Management | 392 | $117.0K | 0.01% | +392 | New |
| Cullen/Frost Bankers, Inc. | 391 | $116.4K | 0.00% | +250+177.3% | Added |
| Coastline Trust Co | 387 | $115.2K | 0.01% | +387 | New |
| Atlas Capital Advisors LLC | 386 | $115.0K | 0.01% | +386 | New |
| Private Trust Co NA | 371 | $110.5K | 0.01% | +300+422.5% | Added |
| Antipodes Partners Ltd | 370 | $110.2K | 0.00% | +195+111.4% | Added |
| Sunbelt Securities, Inc. | 363 | $108.1K | 0.01% | +18+5.2% | Added |
| Acadian Asset Management LLC | 365 | $107.0K | 0.00% | +365 | New |
| Rosenberg Matthew Hamilton | 359 | $106.9K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 352 | $104.8K | 0.01% | +12+3.5% | Added |
| Transamerica Financial Advisors, Inc. | 343 | $102.3K | 0.01% | +328+2,186.7% | Added |
| MCF Advisors LLC | 334 | $99.5K | 0.00% | +279+507.3% | Added |
| Cary Street Partners Financial LLC | 324 | $96.5K | 0.00% | +324 | New |
| BOK Financial Private Wealth, Inc. | 321 | $95.6K | 0.01% | +321 | New |
| Bartlett & Co. Wealth Management LLC | 312 | $94.2K | 0.00% | +303+3,366.7% | Added |
| Sumitomo Life Insurance Co | 315 | $93.8K | 0.00% | +315 | New |
| Webster Bank, N. A. | 315 | $93.8K | 0.01% | +315 | New |
| Spire Wealth Management | 293 | $87.3K | 0.00% | +46+18.6% | Added |
| New Age Alpha Advisors, LLC | 291 | $86.7K | 0.00% | +291 | New |
| Cromwell Holdings LLC | 290 | $86.4K | 0.05% | +108+59.3% | Added |
| Curat Global, LLC | 283 | $84.3K | 0.08% | +67+31.0% | Added |
| Morse Asset Management, Inc | 280 | $83.4K | 0.02% | −10−3.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 276 | $82.2K | 0.03% | +181+190.5% | Added |
| Salomon & Ludwin, LLC | 267 | $81.2K | 0.01% | +231+641.7% | Added |
| Onefund, LLC | 268 | $80.4K | 0.05% | +100+59.5% | Added |
| Rothschild Investment LLC | 268 | $79.8K | 0.00% | +81+43.3% | Added |
| NBT Bank N A | 265 | $78.9K | 0.01% | +245+1,225.0% | Added |
| Caldwell Trust Co | 265 | $78.9K | 0.01% | +265 | New |
| Ronald Blue Trust, Inc. | 264 | $78.6K | 0.00% | +180+214.3% | Added |
| Gilpin Wealth Management, LLC | 254 | $75.6K | 0.06% | +254 | New |
| Parkside Financial Bank & Trust | 251 | $74.7K | 0.01% | +170+209.9% | Added |
| Quent Capital, LLC | 240 | $71.5K | 0.01% | +44+22.4% | Added |
| Eastern Bank | 237 | $70.6K | 0.00% | +237 | New |
| St Germain D J Co Inc | 236 | $70.3K | 0.00% | +236 | New |
| Wellington Shields & Co., LLC | 236 | $70.3K | 0.02% | +236 | New |
| TIAA Wealth Investment Management LLC | 235 | $70.0K | 0.00% | +235 | New |
| Tower Trust & Investment Co | 234 | $69.6K | 0.05% | +234 | New |
| Deseret Mutual Benefit Administrators | 231 | $68.8K | 0.02% | +172+291.5% | Added |
| First Pacific Financial | 230 | $68.5K | 0.01% | +1+0.4% | Added |
| CNB Bank | 220 | $65.5K | 0.03% | +220 | New |
| Sava Infond d.o.o. | 220 | $65.5K | 0.01% | +220 | New |
| Global Wealth Strategies & Associates | 218 | $64.9K | 0.02% | +218 | New |
| Duncker Streett & Co Inc | 214 | $63.7K | 0.01% | +214 | New |
| Beacon Investment Advisory Services, Inc. | 201 | $59.9K | 0.00% | +201 | New |
| Hickory Point Bank & Trust | 200 | $59.6K | 0.04% | +200 | New |
| Root Financial Partners, LLC | 198 | $59.0K | 0.00% | +83+72.2% | Added |
| Oakworth Capital, Inc. | 196 | $58.4K | 0.00% | +196 | New |
| City Holding Co | 195 | $58.1K | 0.01% | +165+550.0% | Added |