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, 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
Richardson Financial Services Inc.12$4.50K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$4.50K0.00%+2+20.0%Added
Aspect Partners, LLC13$4.88K0.00%−6−31.6%Reduced
Duncker Streett & Co Inc13$4.88K0.00%−201−93.9%Reduced
Trifecta Capital Advisors, LLC13$4.88K0.00%00.0%Unchanged
Ameriflex Group, Inc.13$4.88K0.00%00.0%Unchanged
Creative Capital Management Investments LLC13$4.88K0.00%+13New
Planning Strategies Inc.13$4.88K0.00%+13New
Rialto Wealth Management, LLC14$5.25K0.00%−26−65.0%Reduced
Tidemark, LLC14$5.25K0.00%−6−30.0%Reduced
SJS Investment Consulting Inc.14$5.25K0.00%−3−17.6%Reduced
CDKV Holdings LLC14$5.25K0.00%00.0%Unchanged
J.Safra Asset Management Corp14$5.25K0.00%00.0%Unchanged
Sfam, LLC14$5.25K0.00%00.0%Unchanged
Financial Perspectives, Inc14$5.25K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC15$5.63K0.00%−2−11.8%Reduced
EFG International AG15$5.63K0.00%−3−16.7%Reduced
Albion Financial Group15$5.63K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$5.63K0.00%00.0%Unchanged
Coston, McIsaac & Partners18$6.00K0.00%−5−21.7%Reduced
Park Place Capital Corp16$6.00K0.00%−16−50.0%Reduced
Bare Financial Services, Inc17$6.38K0.00%+9+112.5%Added
Bay Harbor Wealth Management, LLC17$6.38K0.00%+1+6.3%Added
CGC Financial Services, LLC18$6.75K0.00%00.0%Unchanged
Prosperity Bancshares Inc18$6.75K0.00%+2+12.5%Added
Crewe Advisors LLC18$6.75K0.00%+18New
Union Bancaire Privee, UBP SA25$6.96K0.00%−4,212−99.4%Reduced
DT Investment Partners, LLC19$7.13K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC19$7.13K0.00%00.0%Unchanged
Mechanics Financial Corp20$7.50K0.00%−135−87.1%Reduced
Quintet Private Bank (Europe) S.A.20$7.50K0.00%−7−25.9%Reduced
Nexus Investment Management ULC20$7.50K0.00%00.0%Unchanged
TD Capital Management LLC20$7.50K0.00%00.0%Unchanged
LRI Investments, LLC20$7.50K0.00%+5+33.3%Added
Westfuller Advisors, LLC20$7.50K0.00%+7+53.8%Added
Evermay Wealth Management LLC20$7.50K0.00%+20New
Meeder Asset Management Inc21$7.88K0.00%−37−63.8%Reduced
First Horizon Corp21$7.88K0.00%−11−34.4%Reduced
Leonteq Securities AG23$8.63K0.00%−446−95.1%Reduced
Hazlett, Burt & Watson, Inc.25$9.00K0.00%−10−28.6%Reduced
Measured Wealth Private Client Group, LLC24$9.00K0.00%−51−68.0%Reduced
Main Street Group, LTD24$9.00K0.00%00.0%Unchanged
Addison Advisors LLC24$9.00K0.00%−38−61.3%Reduced
VSM Wealth Advisory, LLC25$9.38K0.00%00.0%Unchanged
NVWM, LLC26$9.75K0.00%+3+13.0%Added
Security National Bank of So Dak26$9.75K0.00%+26New
Wall Street Access Asset Management, LLC26$9.75K0.00%+26New
Ogorek Anthony Joseph28$10.0K0.00%00.0%Unchanged
First Command Advisory Services, Inc.27$10.1K0.00%−22−44.9%Reduced
Ares Financial Consulting, LLC27$10.1K0.01%00.0%Unchanged
Cheviot Value Management, LLC27$10.1K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC27$10.1K0.00%00.0%Unchanged
Operose Advisors LLC27$10.1K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.27$10.1K0.00%−9−25.0%Reduced
Salem Investment Counselors Inc27$10.1K0.00%00.0%Unchanged
Community Financial Services Group, LLC27$10.2K0.00%−27−50.0%Reduced
Sunrise Financial Services, LLC28$10.5K0.01%−2−6.7%Reduced
Kemnay Advisory Services Inc.29$10.9K0.00%−10−25.6%Reduced
Kayne Anderson Rudnick Investment Management LLC29$10.9K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.29$10.9K0.00%00.0%Unchanged
IMG Wealth Management, Inc.29$10.9K0.01%+11+61.1%Added
Nvest Wealth Strategies, Inc.29$10.9K0.01%00.0%Unchanged
Miller Capital Partners, Inc.29$10.9K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC30$11.3K0.01%00.0%Unchanged
Cornerstone Planning Group LLC31$11.5K0.00%+10+47.6%Added
Piscataqua Savings Bank31$11.6K0.01%−100−76.3%Reduced
Pflug Koory, LLC31$11.6K0.00%−31−50.0%Reduced
Bell Investment Advisors, Inc31$11.6K0.00%−1−3.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA32$12.0K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.32$12.0K0.01%+32New
Concord Wealth Partners33$12.4K0.00%+33New
Princeton Global Asset Management LLC34$12.8K0.00%+3+9.7%Added
E Fund Management (Hong Kong) Co., Ltd.34$12.8K0.00%+34New
Greykasell Wealth Strategies, Inc.35$13.1K0.00%−1−2.8%Reduced
Financial Management Professionals, Inc.35$13.1K0.00%00.0%Unchanged
Cornerstone Financial Management LLC35$13.1K0.01%+3+9.4%Added
JNBA Financial Advisors35$13.1K0.00%00.0%Unchanged
Federated Hermes, Inc.37$13.9K0.00%+18+94.7%Added
Avion Wealth38$14.0K0.00%+14+58.3%Added
Hilltop National Bank38$14.3K0.00%−12−24.0%Reduced
Proffitt & Goodson Inc39$14.6K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC39$14.6K0.01%+39New
Action Point Financial Planning, LLC41$15.0K0.00%+41New
Robinswood Financial LLC40$15.0K0.00%00.0%Unchanged
Grove Bank & Trust40$15.0K0.00%00.0%Unchanged
Markowski Investments40$15.0K0.00%+40New
Colonial Trust Co40$15.0K0.00%−11−21.6%Reduced
Alerus Financial NA44$16.5K0.00%00.0%Unchanged
S&T Bank46$17.3K0.01%00.0%Unchanged
Trust Co of Toledo NA46$17.3K0.00%−37−44.6%Reduced
Paradigm Asset Management Co LLC48$18.0K0.00%00.0%Unchanged
Joseph Group Capital Management49$18.4K0.00%+49New
Walleye Capital LLC53$19.9K0.00%−2,916−98.2%Reduced
Harbor Investment Advisory, LLC53$19.9K0.00%−24−31.2%Reduced
Advantage Trust Co54$20.3K0.01%00.0%Unchanged
True Wealth Design, LLC54$20.3K0.00%−13−19.4%Reduced
Citizens National Bank Trust Department54$20.3K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC55$20.6K0.00%00.0%Unchanged
Golden State Wealth Management, LLC56$21.0K0.00%−42−42.9%Reduced
Independence Bank of Kentucky56$21.0K0.00%00.0%Unchanged