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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 640 | $240.0K | 0.00% | +640 | New |
| Evolve Private Wealth, LLC | 645 | $241.7K | 0.01% | −155−19.4% | Reduced |
| Modera Wealth Management, LLC | 645 | $241.9K | 0.00% | −43−6.3% | Reduced |
| Summit Financial, LLC | 646 | $242.2K | 0.00% | +646 | New |
| Pettee Investors, Inc. | 649 | $243.4K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 651 | $244.2K | 0.02% | −283−30.3% | Reduced |
| EverSource Wealth Advisors, LLC | 651 | $244.2K | 0.01% | −128−16.4% | Reduced |
| Harbour Investments, Inc. | 653 | $244.8K | 0.00% | +7+1.1% | Added |
| Teacher Retirement System of Texas | 654 | $245.3K | 0.00% | −814−55.4% | Reduced |
| Stephens Inc | 656 | $246.0K | 0.00% | −407−38.3% | Reduced |
| CX Institutional | 658 | $247.0K | 0.01% | −49−6.9% | Reduced |
| National Asset Management, Inc. | 670 | $247.1K | 0.01% | −68−9.2% | Reduced |
| Hancock Whitney Corp | 662 | $248.3K | 0.00% | −8−1.2% | Reduced |
| Savvy Advisors, Inc. | 673 | $252.3K | 0.01% | −76−10.1% | Reduced |
| Advisors Capital Management, LLC | 674 | $252.8K | 0.00% | +674 | New |
| Barbara Oil Co. | 676 | $253.5K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 680 | $253.5K | 0.04% | +680 | New |
| Courier Capital LLC | 687 | $257.7K | 0.01% | −85−11.0% | Reduced |
| Hantz Financial Services, Inc. | 702 | $263.0K | 0.00% | −4,313−86.0% | Reduced |
| Krilogy Financial LLC | 708 | $265.5K | 0.01% | −32−4.3% | Reduced |
| CoreCap Advisors, LLC | 709 | $265.9K | 0.01% | −230−24.5% | Reduced |
| Laurel Wealth Advisors LLC | 711 | $266.7K | 0.03% | −145−16.9% | Reduced |
| CWA Asset Management Group, LLC | 712 | $267.0K | 0.01% | +712 | New |
| Creative Financial Designs Inc | 722 | $270.8K | 0.01% | +77+11.9% | Added |
| Delta Financial Advisors LLC | 725 | $271.9K | 0.06% | −29−3.8% | Reduced |
| Spinnaker Trust | 725 | $271.9K | 0.01% | +725 | New |
| Essex Financial Services, Inc. | 732 | $274.5K | 0.01% | −23−3.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 733 | $274.9K | 0.01% | −132−15.3% | Reduced |
| Daymark Wealth Partners, LLC | 734 | $275.3K | 0.01% | −111−13.1% | Reduced |
| Fortress Private Ledger, LLC | 735 | $275.7K | 0.08% | +735 | New |
| SFE Investment Counsel | 743 | $278.7K | 0.04% | −1,170−61.2% | Reduced |
| American Assets Investment Management, LLC | 744 | $279.0K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 744 | $279.0K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 745 | $279.4K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 753 | $282.4K | 0.01% | +753 | New |
| Turtle Creek Wealth Advisors, LLC | 755 | $283.1K | 0.01% | −41−5.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 758 | $284.3K | 0.01% | +758 | New |
| Westerkirk Capital Inc. | 761 | $285.4K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 763 | $286.2K | 0.01% | +74+10.7% | Added |
| Cullen/Frost Bankers, Inc. | 766 | $287.3K | 0.00% | +375+95.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 767 | $287.7K | 0.03% | +9+1.2% | Added |
| Triangle Securities Wealth Management | 768 | $288.0K | 0.06% | +768 | New |
| Meridian Wealth Management, LLC | 769 | $288.4K | 0.01% | −7,813−91.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 780 | $292.5K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 788 | $295.5K | 0.00% | −332−29.6% | Reduced |
| Guardian Partners Inc. | 788 | $295.5K | 0.03% | −1−0.1% | Reduced |
| Dorato Capital Management | 786 | $295.9K | 0.20% | +340+76.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 797 | $298.0K | 0.19% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 795 | $298.2K | 0.01% | +53+7.1% | Added |
| Wedmont Private Capital | 796 | $299.6K | 0.01% | +796 | New |
| Hudson Bay Capital Management LP | 800 | $300.0K | 0.00% | −29,200−97.3% | Reduced |
| Shufro Rose & Co LLC | 802 | $300.8K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 806 | $302.3K | 0.02% | −8−1.0% | Reduced |
| Sovran Advisors, LLC | 788 | $302.5K | 0.02% | +788 | New |
| Hills Bank & Trust Co | 824 | $309.0K | 0.01% | −101−10.9% | Reduced |
| Wimmer Associates 1, LLC | 828 | $310.5K | 0.14% | −244−22.8% | Reduced |
| Union Heritage Capital, LLC | 831 | $311.7K | 0.11% | 00.0% | Unchanged |
| First Community Trust NA | 839 | $314.7K | 0.14% | −106−11.2% | Reduced |
| Magnetar Financial LLC | 839 | $314.7K | 0.00% | +839 | New |
| Ameritas Investment Partners, Inc. | 843 | $316.2K | 0.01% | −49−5.5% | Reduced |
| Stratos Wealth Advisors, LLC | 844 | $316.5K | 0.02% | +844 | New |
| Gilbert & Cook, Inc. | 845 | $316.9K | 0.04% | +99+13.3% | Added |
| Rehmann Capital Advisory Group | 846 | $317.7K | 0.01% | +45+5.6% | Added |
| Roberts Glore & Co Inc | 850 | $318.8K | 0.08% | −133−13.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 852 | $319.5K | 0.02% | −26−3.0% | Reduced |
| Wedbush Securities Inc | 858 | $322.0K | 0.01% | −400−31.8% | Reduced |
| Avestar Capital, LLC | 860 | $322.5K | 0.02% | +860 | New |
| Washington Trust Co | 864 | $324.0K | 0.01% | −1,246−59.1% | Reduced |
| Clean Yield Group | 867 | $325.2K | 0.08% | −393−31.2% | Reduced |
| KilterHowling LLC | 867 | $325.2K | 0.15% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 874 | $327.8K | 0.07% | −5,417−86.1% | Reduced |
| Birch Hill Investment Advisors LLC | 875 | $328.2K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 876 | $328.5K | 0.02% | −4−0.5% | Reduced |
| Rice Partnership, LLC | 882 | $330.8K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 885 | $332.0K | 0.00% | +94+11.9% | Added |
| Koshinski Asset Management, Inc. | 893 | $334.9K | 0.02% | +12+1.4% | Added |
| Resonant Capital Advisors, LLC | 897 | $336.4K | 0.02% | −51−5.4% | Reduced |
| PCB Capital LLC | 905 | $339.4K | 0.41% | +36+4.1% | Added |
| Moneta Group Investment Advisors LLC | 906 | $339.8K | 0.00% | +906 | New |
| Panagora Asset Management Inc | 909 | $340.9K | 0.00% | −621−40.6% | Reduced |
| Regions Financial Corp | 910 | $341.3K | 0.00% | −273−23.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 911 | $341.7K | 0.02% | +6+0.7% | Added |
| Resources Investment Advisors, LLC. | 915 | $343.2K | 0.00% | +41+4.7% | Added |
| KPP Advisory Services LLC | 916 | $343.5K | 0.04% | −2−0.2% | Reduced |
| Trust Point Inc. | 923 | $346.2K | 0.03% | −29−3.0% | Reduced |
| Sagespring Wealth Partners, LLC | 927 | $347.7K | 0.01% | +10+1.1% | Added |
| Cambria Investment Management, L.P. | 927 | $347.7K | 0.02% | +927 | New |
| Cigna Investments Inc | 931 | $349.0K | 0.05% | −33−3.4% | Reduced |
| HBK Sorce Advisory LLC | 877 | $350.8K | 0.01% | +39+4.7% | Added |
| Oppenheimer Asset Management Inc. | 947 | $355.2K | 0.00% | −297−23.9% | Reduced |
| Signaturefd, LLC | 950 | $356.2K | 0.00% | +267+39.1% | Added |
| Poehling Capital Management, LLC | 950 | $356.3K | 0.08% | −12−1.2% | Reduced |
| Viewpoint Capital Management LLC | 950 | $356.3K | 0.18% | 00.0% | Unchanged |
| Mairs & Power Inc | 959 | $359.7K | 0.00% | +1+0.1% | Added |
| Whittier Trust Co | 956 | $362.2K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 968 | $363.0K | 0.00% | −39,206−97.6% | Reduced |
| Texas Yale Capital Corp. | 971 | $364.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 976 | $366.0K | 0.03% | −77−7.3% | Reduced |
| Fiera Capital Corp | 983 | $368.7K | 0.00% | −24−2.4% | Reduced |
| Citizens Financial Group Inc | 987 | $370.3K | 0.00% | +265+36.7% | Added |