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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Waters Corp as of Jun 30, 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
1,185
+23 vs. Q1 2026
Shares held
97.9M
+4.71M (+5.1%) vs. Q1 2026
Total value
$37.3B
+$8.67B (+30.3%) vs. Q1 2026
New holders
159
350 more added
Sold out
136
484 more reduced

16 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 1,185 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 heldQ2 2026: $37.3B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2026.

Institutions holding WAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Acadian Asset Management LLC2$00.00%−363−99.5%Reduced
Atlas Capital Advisors LLC1$3750.00%−385−99.7%Reduced
Truvestments Capital LLC1$3750.00%−16−94.1%Reduced
Caldwell Sutter Capital, Inc.1$3750.00%−2−66.7%Reduced
Gill Capital Partners, LLC1$3750.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$3750.00%00.0%Unchanged
Elevated Capital Advisors, LLC1$3750.00%00.0%Unchanged
Consultiva Wealth Management, Corp.1$3750.00%00.0%Unchanged
Signature Resources Capital Management, LLC1$3750.00%00.0%Unchanged
SWAN Capital LLC1$3750.00%00.0%Unchanged
MidFirst Bank1$3750.00%00.0%Unchanged
Torren Management, LLC1$3750.00%00.0%Unchanged
Monetary Solutions, Ltd1$3750.00%00.0%Unchanged
IMA Wealth, Inc.1$3750.00%+1New
Stone House Investment Management, LLC1$3750.00%+1New
Maryland Capital Advisors Inc.1$3760.00%+1New
Oakmont Advisory Group, LLC2$6840.00%+2New
Phillip James Consulting Co.2$7500.00%00.0%Unchanged
Country Trust Bank2$7500.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2$7500.00%00.0%Unchanged
Davis Capital Management2$7500.00%+1+100.0%Added
Rakuten Securities, Inc.2$7500.00%+1+100.0%Added
Activest Wealth Management2$7500.00%+2New
Morton Brown Family Wealth, LLC2$7500.00%+2New
Mosley Wealth Management2$7500.00%+2New
Signature Equity Partners, LLC2$7500.00%+2New
Quaker Wealth Management, LLC2$7510.00%00.0%Unchanged
PFS Partners, LLC2$7510.00%00.0%Unchanged
Seneschal Advisors, LLC2$7510.00%+1+100.0%Added
DecisionPoint Financial, LLC2$7570.00%+2New
Halbert Hargrove Global Advisors, LLC2$7730.00%+2New
Navigoe, LLC3$1.00K0.00%+3New
Golden State Equity Partners3$1.13K0.00%−48−94.1%Reduced
Mark Sheptoff Financial Planning, LLC3$1.13K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.3$1.13K0.00%00.0%Unchanged
Imprint Wealth LLC3$1.13K0.00%00.0%Unchanged
Dogwood Wealth Management LLC3$1.13K0.00%00.0%Unchanged
Basepoint Wealth LLC3$1.13K0.00%00.0%Unchanged
Advocate Investing Services LLC3$1.13K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.13K0.00%+1+50.0%Added
Evolution Wealth Management Inc.3$1.13K0.00%+3New
Lummis Asset Management, LP3$1.13K0.00%+3New
Valued Wealth Advisors LLC3$1.13K0.00%00.0%Unchanged
Wellington-Altus USA Inc.4$1.19K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$1.50K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.50K0.00%00.0%Unchanged
Ankerstar Wealth, LLC4$1.50K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.4$1.50K0.00%00.0%Unchanged
WestEnd Advisors, LLC4$1.50K0.00%+1+33.3%Added
High Note Wealth, LLC4$1.50K0.00%+3+300.0%Added
Compass Financial Management LLC4$1.50K0.00%+4New
Valley National Advisers Inc4$1.50K0.00%+4New
Old Point Trust & Financial Services N A5$1.88K0.00%−4−44.4%Reduced
Barrett & Company, Inc.5$1.88K0.00%00.0%Unchanged
Crews Bank & Trust5$1.88K0.00%00.0%Unchanged
Luminist Capital LLC5$1.88K0.00%+5New
American Capital Advisory, LLC5$1.88K0.00%00.0%Unchanged
Louisbourg Investments Inc.6$2.25K0.00%−94−94.0%Reduced
Horizon Financial Services, LLC6$2.25K0.00%00.0%Unchanged
Triumph Capital Management6$2.25K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC6$2.25K0.00%00.0%Unchanged
Burk Holdings LLC6$2.25K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.6$2.25K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$2.25K0.00%+1+20.0%Added
N.E.W. Advisory Services LLC6$2.25K0.00%+6New
Commonwealth Retirement Investments LLC6$2.25K0.00%+6New
West Paces Advisors Inc.6$2.25K0.00%+6New
Glass Jacobson Investment Advisors llc6$2.25K0.00%00.0%Unchanged
Marquette Asset Management, LLC6$2.25K0.00%+1+20.0%Added
Hilton Head Capital Partners, LLC7$2.63K0.00%−5−41.7%Reduced
WPG Advisers, LLC7$2.63K0.00%00.0%Unchanged
Proathlete Wealth Management LLC7$2.63K0.00%00.0%Unchanged
ZRC Wealth Management, LLC7$2.63K0.00%+3+75.0%Added
Aventura Private Wealth, LLC8$2.88K0.00%+7+700.0%Added
AdvisorNet Financial, Inc8$3.00K0.00%00.0%Unchanged
Centennial Bank8$3.00K0.00%00.0%Unchanged
Horizon Bancorp Inc7$3.00K0.00%00.0%Unchanged
Penserra Capital Management LLC9$3.00K0.00%00.0%Unchanged
Strive Financial Group ,LLC8$3.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC8$3.00K0.00%+2+33.3%Added
HHM Wealth Advisors, LLC8$3.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$3.00K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC8$3.00K0.00%00.0%Unchanged
Clark Wealth Partners8$3.00K0.00%00.0%Unchanged
Sankala Group LLC8$3.23K0.00%00.0%Unchanged
Security National Bank9$3.38K0.00%−33−78.6%Reduced
Boreal Capital Management LLC9$3.38K0.00%00.0%Unchanged
Continuum Advisory, LLC9$3.38K0.00%+9New
HFM Investment Advisors, LLC9$3.38K0.00%+4+80.0%Added
Abound Wealth Management9$3.48K0.00%−13−59.1%Reduced
Nemes Rush Group LLC9$3.51K0.00%+2+28.6%Added
Union Savings Bank10$3.75K0.00%−51−83.6%Reduced
Investors Research Corp10$3.75K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC10$3.75K0.00%00.0%Unchanged
Key Financial Inc10$3.75K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC10$3.75K0.00%00.0%Unchanged
Kilter Group LLC10$3.75K0.00%+2+25.0%Added
Trust Co11$4.13K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc11$4.13K0.00%−1−8.3%Reduced
Vision Retirement, LLC12$4.50K0.00%−87−87.9%Reduced