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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Waters Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 57 | $21.4K | 0.00% | −2−3.4% | Reduced |
| Purpose Unlimited Inc. | 58 | $21.8K | 0.00% | +7+13.7% | Added |
| JFS Wealth Advisors, LLC | 60 | $22.5K | 0.00% | +4+7.1% | Added |
| IAG Wealth Partners, LLC | 61 | $22.9K | 0.00% | +41+205.0% | Added |
| Covestor Ltd | 60 | $23.0K | 0.01% | −8−11.8% | Reduced |
| First PREMIER Bank | 60 | $23.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 62 | $23.3K | 0.00% | −19−23.5% | Reduced |
| TFC Financial Management | 64 | $24.0K | 0.00% | −2−3.0% | Reduced |
| Hager Investment Management Services, LLC | 64 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 65 | $24.4K | 0.00% | −1−1.5% | Reduced |
| Bullock Wealth Management Group | 70 | $26.5K | 0.01% | −3−4.1% | Reduced |
| First United Bank Trust | 73 | $27.4K | 0.01% | −31−29.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 73 | $27.4K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 75 | $28.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 75 | $28.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 75 | $28.1K | 0.02% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 75 | $28.1K | 0.00% | +75 | New |
| Private Wealth Asset Management, LLC | 76 | $28.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 77 | $28.9K | 0.00% | −310−80.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 77 | $28.9K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 77 | $28.9K | 0.01% | +21+37.5% | Added |
| Essential Partners LLC | 78 | $29.3K | 0.01% | +1+1.3% | Added |
| First National Bank | 79 | $29.6K | 0.01% | +79 | New |
| GW&K Investment Management, LLC | 80 | $30.0K | 0.00% | +20+33.3% | Added |
| Caitlin John, LLC | 82 | $30.8K | 0.02% | +25+43.9% | Added |
| Acumen Wealth Advisors, LLC | 83 | $31.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $31.5K | 0.01% | +23+37.7% | Added |
| Versant Capital Management, Inc | 85 | $31.9K | 0.00% | −36−29.8% | Reduced |
| Indiana Trust & Investment Management CO | 87 | $32.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 87 | $33.0K | 0.00% | −5−5.4% | Reduced |
| Anchor Investment Management, LLC | 88 | $33.0K | 0.00% | −1−1.1% | Reduced |
| Colonial Trust Advisors | 92 | $34.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 92 | $34.5K | 0.00% | +92 | New |
| MV Capital Management, Inc. | 93 | $34.9K | 0.00% | +34+57.6% | Added |
| Blume Capital Management, Inc. | 94 | $35.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 95 | $35.6K | 0.04% | −5−5.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 97 | $36.2K | 0.00% | +9+10.2% | Added |
| Bank of New Hampshire | 98 | $36.8K | 0.01% | −14−12.5% | Reduced |
| Bollard Group LLC | 98 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 102 | $38.3K | 0.01% | +102 | New |
| International Assets Investment Management, LLC | 102 | $38.6K | 0.00% | +63+161.5% | Added |
| RHL Group, LLC | 103 | $38.6K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 103 | $38.6K | 0.00% | +9+9.6% | Added |
| Rossby Financial, LCC | 104 | $39.0K | 0.01% | +29+38.7% | Added |
| Allied Private Wealth LLC | 106 | $39.0K | 0.03% | +106 | New |
| Geneos Wealth Management Inc. | 106 | $39.8K | 0.00% | −75−41.4% | Reduced |
| Strengthening Families & Communities, LLC | 107 | $40.1K | 0.01% | −1,027−90.6% | Reduced |
| North Star Investment Management Corp. | 108 | $40.5K | 0.00% | +5+4.9% | Added |
| Estabrook Capital Management | 109 | $40.9K | 0.01% | −38−25.9% | Reduced |
| Raiffeisen Bank International AG | 111 | $40.9K | 0.00% | −4,744−97.7% | Reduced |
| Adirondack Trust Co | 110 | $41.3K | 0.01% | −5−4.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 113 | $42.4K | 0.00% | +113 | New |
| Quarry LP | 114 | $42.8K | 0.01% | +114 | New |
| Deseret Mutual Benefit Administrators | 116 | $43.5K | 0.01% | −115−49.8% | Reduced |
| 1015 Capital Partners, LLC | 125 | $46.9K | 0.04% | −4−3.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 126 | $47.3K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 128 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 131 | $49.1K | 0.02% | +21+19.1% | Added |
| Transamerica Financial Advisors, Inc. | 132 | $49.6K | 0.00% | −211−61.5% | Reduced |
| Rexford Capital Inc | 137 | $51.4K | 0.03% | −1−0.7% | Reduced |
| Motco | 139 | $52.1K | 0.00% | +2+1.5% | Added |
| Financial Consulate, Inc | 149 | $55.9K | 0.01% | −1−0.7% | Reduced |
| Itau Unibanco Holding S.A. | 160 | $60.0K | 0.00% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 147 | $60.4K | 0.03% | +147 | New |
| Zions Bancorporation, National Association | 161 | $60.4K | 0.00% | +17+11.8% | Added |
| Caden Capital Partners, LP | 163 | $61.1K | 0.74% | 00.0% | Unchanged |
| NBT Bank N A | 165 | $61.9K | 0.00% | −100−37.7% | Reduced |
| Oslo Pensjonsforsikring AS | 171 | $64.1K | 0.01% | +171 | New |
| NBH Bank | 172 | $64.5K | 0.03% | +172 | New |
| Basecamp Wealth Advisors LLC | 179 | $67.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Group AG | 179 | $67.1K | 0.00% | +179 | New |
| Capital Advisors, Ltd. LLC | 182 | $68.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 182 | $68.3K | 0.02% | +60+49.2% | Added |
| Clear Street Markets LLC | 182 | $68.3K | 0.01% | +166+1,037.5% | Added |
| Custom Index Systems, LLC | 183 | $68.6K | 0.02% | +183 | New |
| Bogart Wealth, LLC | 185 | $69.4K | 0.00% | +10+5.7% | Added |
| CVA Family Office, LLC | 186 | $69.8K | 0.01% | +56+43.1% | Added |
| Smithfield Trust Co | 191 | $70.0K | 0.00% | −14−6.8% | Reduced |
| Caldwell Trust Co | 188 | $70.5K | 0.01% | −77−29.1% | Reduced |
| Acima Private Wealth, LLC | 189 | $70.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 189 | $70.9K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 190 | $71.3K | 0.04% | −44−18.8% | Reduced |
| Asset Dedication, LLC | 191 | $71.6K | 0.00% | +68+55.3% | Added |
| UMA Financial Services, Inc. | 193 | $72.4K | 0.01% | +20+11.6% | Added |
| City Holding Co | 195 | $73.1K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 196 | $73.5K | 0.02% | +196 | New |
| Hickory Point Bank & Trust | 199 | $74.6K | 0.05% | −1−0.5% | Reduced |
| Dunhill Financial, LLC | 199 | $75.0K | 0.02% | +185+1,321.4% | Added |
| Beacon Investment Advisory Services, Inc. | 201 | $75.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 206 | $77.3K | 0.03% | −14−6.4% | Reduced |
| Oakworth Capital, Inc. | 211 | $79.2K | 0.00% | +15+7.7% | Added |
| McDonald Partners LLC | 217 | $81.4K | 0.02% | +217 | New |
| Sava Infond d.o.o. | 220 | $82.5K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $82.5K | 0.07% | +104+89.7% | Added |
| First Pacific Financial | 228 | $85.5K | 0.01% | −2−0.9% | Reduced |
| Northstar Asset Management LLC | 231 | $86.6K | 0.02% | +231 | New |
| St Germain D J Co Inc | 236 | $88.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 236 | $88.5K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 236 | $88.5K | 0.00% | +236 | New |
| Webster Bank, N. A. | 240 | $90.0K | 0.01% | −75−23.8% | Reduced |