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 |
|---|---|---|---|---|---|
| Investment Advisory Group, LLC | 1,621 | $607.9K | 0.13% | +22+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,623 | $608.5K | 0.00% | +129+8.6% | Added |
| Lowe Brockenbrough & Co Inc | 1,623 | $608.7K | 0.03% | −9−0.6% | Reduced |
| Snowden Capital Advisors LLC | 1,626 | $609.8K | 0.01% | −27−1.6% | Reduced |
| Flputnam Investment Management Co | 1,628 | $610.6K | 0.01% | +856+110.9% | Added |
| Scissortail Wealth Management, LLC | 1,630 | $611.3K | 0.12% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,631 | $611.7K | 0.08% | −11−0.7% | Reduced |
| TCW Group Inc | 1,651 | $619.2K | 0.00% | +29+1.8% | Added |
| Hyperion Capital Advisors LP | 1,653 | $619.9K | 0.28% | 00.0% | Unchanged |
| Syon Capital LLC | 1,659 | $622.2K | 0.03% | +315+23.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,662 | $623.3K | 0.01% | −3−0.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,510 | $624.4K | 0.03% | +62+4.3% | Added |
| O'Rourke & Company, Inc | 1,670 | $626.3K | 0.22% | −81−4.6% | Reduced |
| Wendell David Associates Inc | 1,698 | $637.0K | 0.07% | −72−4.1% | Reduced |
| Crestwood Advisors Group LLC | 1,705 | $639.4K | 0.01% | +338+24.7% | Added |
| Marble Harbor Investment Counsel, LLC | 1,711 | $641.7K | 0.07% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,712 | $642.1K | 0.09% | −98−5.4% | Reduced |
| Aaron Wealth Advisors | 1,734 | $650.3K | 0.03% | +278+19.1% | Added |
| ARS Wealth Advisors Group, LLC | 1,737 | $651.4K | 0.05% | −972−35.9% | Reduced |
| Boussard & Gavaudan Gestion SAS | 1,783 | $655.0K | 0.03% | +1,783 | New |
| Natural Investments, LLC | 1,769 | $663.0K | 0.15% | +14+0.8% | Added |
| Busey Wealth Management | 1,768 | $663.1K | 0.02% | −93−5.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,781 | $667.9K | 0.36% | +116+7.0% | Added |
| Letson Investment Management, Inc. | 1,789 | $670.9K | 0.25% | −23−1.3% | Reduced |
| Brighton Jones LLC | 1,801 | $675.3K | 0.01% | +13+0.7% | Added |
| Grandfield & Dodd, LLC | 1,839 | $689.7K | 0.04% | +5+0.3% | Added |
| Adviser Investments LLC | 1,844 | $691.6K | 0.01% | −177−8.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,858 | $696.8K | 0.04% | +65+3.6% | Added |
| Circle Wealth Management, LLC | 1,861 | $697.9K | 0.01% | −21−1.1% | Reduced |
| Guyasuta Investment Advisors Inc | 1,876 | $703.6K | 0.04% | −555−22.8% | Reduced |
| Dakota Wealth Management | 1,883 | $706.4K | 0.01% | −768−29.0% | Reduced |
| Cove Private Wealth, LLC | 1,887 | $707.8K | 0.14% | +1,003+113.5% | Added |
| Massmutual Trust Co FSB | 1,894 | $710.3K | 0.02% | −249−11.6% | Reduced |
| Aso Group Ltd | 1,913 | $717.0K | 0.30% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,945 | $729.5K | 0.07% | +40+2.1% | Added |
| PFG Investments, LLC | 1,946 | $729.8K | 0.03% | −2−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,965 | $737.0K | 0.00% | −399−16.9% | Reduced |
| Farther Finance Advisors, LLC | 1,978 | $739.4K | 0.01% | +5+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,973 | $740.0K | 0.13% | −1,189−37.6% | Reduced |
| Invst, LLC | 1,990 | $746.3K | 0.07% | −942−32.1% | Reduced |
| Aptus Capital Advisors, LLC | 2,003 | $751.2K | 0.01% | −22−1.1% | Reduced |
| Moors & Cabot, Inc. | 2,019 | $757.2K | 0.03% | +250+14.1% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,030 | $761.3K | 0.00% | −1,203−37.2% | Reduced |
| Sienna Gestion | 2,046 | $763.1K | 0.04% | +2,046 | New |
| AIA Group Ltd | 2,052 | $769.6K | 0.01% | +2,052 | New |
| Venturi Wealth Management, LLC | 2,096 | $786.1K | 0.03% | +14+0.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,128 | $798.1K | 0.07% | −1,324−38.4% | Reduced |
| Everence Capital Management Inc | 2,130 | $799.0K | 0.04% | +36+1.7% | Added |
| Westpac Banking Corp | 2,133 | $800.0K | 0.05% | +269+14.4% | Added |
| Stock Yards Bank & Trust Co | 2,139 | $802.2K | 0.02% | −93−4.2% | Reduced |
| Allworth Financial LP | 2,148 | $805.5K | 0.00% | −95−4.2% | Reduced |
| Callan Family Office, LLC | 2,151 | $806.7K | 0.02% | +32+1.5% | Added |
| ING Groep NV | 2,154 | $807.8K | 0.00% | +2,154 | New |
| Prudential PLC | 2,164 | $811.6K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,196 | $823.6K | 0.04% | +28+1.3% | Added |
| Azzad Asset Management Inc | 2,206 | $827.4K | 0.07% | −1,424−39.2% | Reduced |
| Fiduciary Trust Co | 2,210 | $828.8K | 0.01% | −496−18.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,217 | $831.5K | 0.01% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 2,218 | $831.8K | 0.09% | −668−23.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,219 | $832.2K | 0.00% | −129−5.5% | Reduced |
| Long Road Investment Counsel, LLC | 2,220 | $832.6K | 0.31% | +10.0% | Added |
| Great Diamond Partners, LLC | 2,229 | $836.0K | 0.14% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 2,235 | $838.2K | 0.13% | −1,153−34.0% | Reduced |
| Fisher Funds Management LTD | 2,239 | $839.7K | 0.02% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 2,255 | $845.7K | 0.42% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 2,260 | $847.6K | 0.13% | 00.0% | Unchanged |
| Needham Investment Management LLC | 2,266 | $849.8K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,285 | $857.0K | 0.03% | −122−5.1% | Reduced |
| Jefferies Financial Group Inc. | 2,286 | $857.3K | 0.01% | +1,486+185.8% | Added |
| Ballentine Partners, LLC | 2,310 | $866.3K | 0.01% | +61+2.7% | Added |
| Park National Corp | 2,323 | $871.2K | 0.02% | −864−27.1% | Reduced |
| Westport Asset Management Inc | 2,338 | $876.8K | 0.36% | 00.0% | Unchanged |
| Wahed Invest LLC | 2,339 | $877.2K | 0.09% | −111−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,346 | $880.0K | 0.01% | +2,292+4,244.4% | Added |
| Lederer & Associates Investment Counsel | 2,375 | $891.0K | 0.59% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,388 | $895.6K | 0.48% | −745−23.8% | Reduced |
| Auxier Asset Management | 2,388 | $895.6K | 0.12% | −13−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,388 | $895.6K | 0.03% | +464+24.1% | Added |
| 111 Capital | 2,395 | $898.2K | 0.15% | +2,395 | New |
| Storgate, LLC | 2,413 | $905.0K | 0.19% | +1,334+123.6% | Added |
| Silver Lake Advisory, LLC | 2,462 | $923.3K | 0.33% | −24−1.0% | Reduced |
| Johnson Investment Counsel Inc | 2,473 | $927.5K | 0.01% | −578−18.9% | Reduced |
| Generali Asset Management SPA SGR | 2,483 | $931.2K | 0.02% | −3,455−58.2% | Reduced |
| Qsemble Capital Management, LP | 2,520 | $945.1K | 0.12% | +970+62.6% | Added |
| Huntington National Bank | 2,537 | $951.5K | 0.00% | +116+4.8% | Added |
| V-Square Quantitative Management LLC | 2,538 | $951.9K | 0.09% | +130+5.4% | Added |
| Atwood & Palmer Inc | 2,552 | $957.1K | 0.05% | −255−9.1% | Reduced |
| Securian Asset Management, Inc | 2,598 | $958.6K | 0.03% | −100−3.7% | Reduced |
| Marshall Financial Group LLC | 2,565 | $962.0K | 0.14% | +190+8.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,575 | $965.7K | 0.06% | −11−0.4% | Reduced |
| Borer Denton & Associates, Inc. | 2,604 | $976.6K | 0.32% | −946−26.6% | Reduced |
| Avidian Wealth Solutions, LLC | 2,636 | $988.6K | 0.03% | +194+7.9% | Added |
| GF Fund Management Co. Ltd. | 2,681 | $1.01M | 0.01% | +28+1.1% | Added |
| Rathbone Brothers plc | 2,692 | $1.01M | 0.00% | −458−14.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,693 | $1.01M | 0.02% | +97+3.7% | Added |
| Varma Mutual Pension Insurance Co | 2,707 | $1.02M | 0.01% | −7,162−72.6% | Reduced |
| Coldstream Capital Management Inc | 2,745 | $1.03M | 0.01% | +132+5.1% | Added |
| Global X Japan Co., Ltd. | 2,756 | $1.03M | 0.04% | +859+45.3% | Added |
| Kestra Advisory Services, LLC | 2,786 | $1.04M | 0.00% | −250−8.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,816 | $1.06M | 0.07% | −8,625−75.4% | Reduced |