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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 995 | $373.2K | 0.01% | −257−20.5% | Reduced |
| Atlantic Union Bankshares Corp | 998 | $374.3K | 0.01% | −196−16.4% | Reduced |
| Heritage Investment Group, Inc. | 1,001 | $375.4K | 0.05% | +1+0.1% | Added |
| Innovative Asset Advisors Group, LLC | 1,007 | $377.7K | 0.17% | −6−0.6% | Reduced |
| Inspire Advisors, LLC | 1,014 | $380.6K | 0.03% | +293+40.6% | Added |
| Generali Investments, Management Co LLC | 1,020 | $382.5K | 0.08% | −810−44.3% | Reduced |
| Clearstead Advisors, LLC | 1,020 | $382.5K | 0.00% | +88+9.4% | Added |
| Wealthspire Advisors, LLC | 1,020 | $382.5K | 0.00% | +133+15.0% | Added |
| Claret Asset Management Corp | 1,030 | $386.0K | 0.04% | −37−3.5% | Reduced |
| Qtron Investments LLC | 1,033 | $387.4K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,042 | $390.8K | 0.03% | +6+0.6% | Added |
| Burney Co | 1,044 | $391.5K | 0.01% | −2,511−70.6% | Reduced |
| South Shore Capital Advisors | 1,045 | $391.9K | 0.26% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,049 | $393.4K | 0.05% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,059 | $397.1K | 0.00% | −936−46.9% | Reduced |
| DoubleLine ETF Adviser LP | 1,070 | $401.3K | 0.17% | −143−11.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,078 | $404.3K | 0.02% | +28+2.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,086 | $407.3K | 0.02% | −9−0.8% | Reduced |
| Trust Asset Management LLC | 1,091 | $409.2K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,094 | $410.3K | 0.01% | −2−0.2% | Reduced |
| Vise Technologies, Inc. | 1,097 | $411.5K | 0.00% | +556+102.8% | Added |
| Heartland Bank & Trust Co | 1,101 | $412.9K | 0.09% | −15−1.3% | Reduced |
| Atomi Financial Group, Inc. | 1,102 | $413.4K | 0.01% | +47+4.5% | Added |
| Canandaigua National Bank & Trust Co | 1,109 | $415.9K | 0.04% | +1,109 | New |
| NorthRock Partners, LLC | 1,118 | $419.3K | 0.01% | −289−20.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,126 | $422.3K | 0.01% | −99−8.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,131 | $424.2K | 0.00% | +256+29.3% | Added |
| Neville Rodie & Shaw Inc | 1,137 | $426.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,138 | $426.8K | 0.00% | +1,138 | New |
| Mesirow Financial Investment Management, Inc. | 1,139 | $427.2K | 0.01% | +90+8.6% | Added |
| Silvercrest Asset Management Group LLC | 1,153 | $432.4K | 0.00% | −4,512−79.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,155 | $433.0K | 0.02% | −466−28.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,171 | $438.5K | 0.00% | −861−42.4% | Reduced |
| Global Retirement Partners, LLC | 1,171 | $439.3K | 0.01% | +1,171 | New |
| Umb Bank N A | 1,180 | $442.5K | 0.01% | −286−19.5% | Reduced |
| E Fund Management Co., Ltd. | 1,184 | $444.0K | 0.01% | −220−15.7% | Reduced |
| Bragg Financial Advisors, Inc | 1,185 | $444.4K | 0.01% | −362−23.4% | Reduced |
| Stoneridge Investment Partners LLC | 1,181 | $446.0K | 0.29% | +1,181 | New |
| Chemistry Wealth Management LLC | 1,191 | $446.7K | 0.07% | −181−13.2% | Reduced |
| Aberdeen Wealth Management LLC | 1,198 | $449.3K | 0.22% | −1,350−53.0% | Reduced |
| Accredited Investors Inc. | 1,198 | $449.3K | 0.02% | +27+2.3% | Added |
| ICW Investment Advisors LLC | 1,201 | $450.4K | 0.16% | −21−1.7% | Reduced |
| Merit Financial Group, LLC | 1,222 | $458.2K | 0.00% | −10−0.8% | Reduced |
| Fieldview Capital Management, LLC | 1,224 | $459.0K | 0.13% | −1,648−57.4% | Reduced |
| Kavar Capital Partners Group, LLC | 1,233 | $462.4K | 0.06% | −30−2.4% | Reduced |
| CAPROCK Group, Inc. | 1,248 | $468.1K | 0.01% | +1,248 | New |
| PKO Investment Management Joint-Stock Co | 1,250 | $468.8K | 0.03% | +50+4.2% | Added |
| Ritholtz Wealth Management | 1,261 | $472.9K | 0.01% | −106−7.8% | Reduced |
| Modern Wealth Management, LLC | 1,265 | $474.4K | 0.01% | −50−3.8% | Reduced |
| Portland Global Advisors LLC | 1,266 | $474.8K | 0.05% | +475+60.1% | Added |
| BCS Private Wealth Management, Inc. | 1,275 | $478.2K | 0.14% | +40+3.2% | Added |
| Axxion S.A. | 1,276 | $478.6K | 0.03% | +1,276 | New |
| Third View Private Wealth, LLC | 1,280 | $480.1K | 0.06% | −3,765−74.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,277 | $481.4K | 0.01% | −70−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 1,291 | $484.2K | 0.00% | −23−1.8% | Reduced |
| Frec Markets, Inc. | 1,295 | $485.7K | 0.04% | +547+73.1% | Added |
| Permanent Capital Management, LP | 1,308 | $490.6K | 0.07% | −62−4.5% | Reduced |
| Parallel Advisors, LLC | 1,309 | $491.1K | 0.01% | +235+21.9% | Added |
| Argentarii, LLC | 1,194 | $495.5K | 0.15% | +348+41.1% | Added |
| First Financial Bank - Trust Division | 1,330 | $498.8K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 1,330 | $498.8K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,331 | $499.0K | 0.20% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,334 | $500.1K | 0.01% | −390−22.6% | Reduced |
| Greenleaf Trust | 1,344 | $504.1K | 0.00% | −185−12.1% | Reduced |
| Philadelphia Trust Co | 1,353 | $507.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,360 | $510.1K | 0.03% | +440+47.8% | Added |
| Brave Asset Management Inc | 1,366 | $512.3K | 0.11% | −26−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,375 | $515.7K | 0.01% | −88−6.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,379 | $517.0K | 0.00% | +319+30.1% | Added |
| Advisory Services Network, LLC | 1,379 | $517.3K | 0.01% | −20−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,400 | $525.1K | 0.01% | −356−20.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,406 | $527.3K | 0.42% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 1,406 | $527.3K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,410 | $528.8K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,413 | $530.0K | 0.03% | −98−6.5% | Reduced |
| Kensington Investment Counsel, LLC | 1,429 | $535.9K | 0.23% | −14−1.0% | Reduced |
| Sheets Smith Wealth Management | 1,431 | $536.7K | 0.05% | −302−17.4% | Reduced |
| Eads & Heald Wealth Management | 1,434 | $537.8K | 0.26% | −186−11.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,450 | $543.8K | 0.02% | −8,431−85.3% | Reduced |
| Smartleaf Asset Management LLC | 1,478 | $545.3K | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,462 | $548.0K | 0.01% | −2−0.1% | Reduced |
| Kuhn & Co Investment Counsel | 1,462 | $548.3K | 0.32% | +1+0.1% | Added |
| EP Wealth Advisors, LLC | 1,464 | $549.2K | 0.00% | +11+0.8% | Added |
| Elyxium Wealth, LLC | 1,488 | $558.1K | 0.06% | +1,488 | New |
| Intech Investment Management LLC | 1,497 | $561.4K | 0.01% | −2,526−62.8% | Reduced |
| Davenport & Co LLC | 1,498 | $561.9K | 0.00% | −412−21.6% | Reduced |
| Cypress Advisory Group LLC | 1,500 | $562.6K | 0.44% | 00.0% | Unchanged |
| Lincoln Capital LLC | 1,519 | $569.7K | 0.10% | −17−1.1% | Reduced |
| Atlas Brown,Inc. | 1,527 | $572.7K | 0.15% | +12+0.8% | Added |
| Charter Research & Investment Group, Inc. | 1,552 | $582.1K | 0.35% | 00.0% | Unchanged |
| Castlefield Investment Partners LLP | 1,553 | $582.4K | 0.40% | +805+107.6% | Added |
| Evergreen Capital Management LLC | 1,554 | $582.8K | 0.01% | −64−4.0% | Reduced |
| Argent Trust Co | 1,562 | $585.8K | 0.02% | −177−10.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,572 | $589.7K | 0.01% | +231+17.2% | Added |
| RSM US Wealth Management LLC | 1,575 | $590.8K | 0.01% | −315−16.7% | Reduced |
| Scotia Capital Inc. | 1,576 | $591.1K | 0.00% | −603−27.7% | Reduced |
| SevenBridge Financial Group, LLC | 1,462 | $594.8K | 0.09% | −17−1.1% | Reduced |
| Groupama Asset Managment | 1,614 | $596.4K | 0.01% | +36+2.3% | Added |
| Cresset Asset Management, LLC | 1,613 | $604.9K | 0.00% | +258+19.0% | Added |
| Bank of Stockton | 1,616 | $606.1K | 0.17% | −174−9.7% | Reduced |