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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 193 | $72.4K | 0.01% | +20+11.6% | Added |
| Asset Dedication, LLC | 191 | $71.6K | 0.00% | +68+55.3% | Added |
| Tower Trust & Investment Co | 190 | $71.3K | 0.04% | −44−18.8% | Reduced |
| Acima Private Wealth, LLC | 189 | $70.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 189 | $70.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 188 | $70.5K | 0.01% | −77−29.1% | Reduced |
| Smithfield Trust Co | 191 | $70.0K | 0.00% | −14−6.8% | Reduced |
| CVA Family Office, LLC | 186 | $69.8K | 0.01% | +56+43.1% | Added |
| Bogart Wealth, LLC | 185 | $69.4K | 0.00% | +10+5.7% | Added |
| Custom Index Systems, LLC | 183 | $68.6K | 0.02% | +183 | New |
| Clear Street Markets LLC | 182 | $68.3K | 0.01% | +166+1,037.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 182 | $68.3K | 0.02% | +60+49.2% | Added |
| Capital Advisors, Ltd. LLC | 182 | $68.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 179 | $67.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Group AG | 179 | $67.1K | 0.00% | +179 | New |
| NBH Bank | 172 | $64.5K | 0.03% | +172 | New |
| Oslo Pensjonsforsikring AS | 171 | $64.1K | 0.01% | +171 | New |
| NBT Bank N A | 165 | $61.9K | 0.00% | −100−37.7% | Reduced |
| Caden Capital Partners, LP | 163 | $61.1K | 0.74% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 161 | $60.4K | 0.00% | +17+11.8% | Added |
| Core Capital Management & Research, inc. | 147 | $60.4K | 0.03% | +147 | New |
| Itau Unibanco Holding S.A. | 160 | $60.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 149 | $55.9K | 0.01% | −1−0.7% | Reduced |
| Motco | 139 | $52.1K | 0.00% | +2+1.5% | Added |
| Rexford Capital Inc | 137 | $51.4K | 0.03% | −1−0.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 132 | $49.6K | 0.00% | −211−61.5% | Reduced |
| Sachetta, LLC | 131 | $49.1K | 0.02% | +21+19.1% | Added |
| Bangor Savings Bank | 128 | $48.0K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 126 | $47.3K | 0.03% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 125 | $46.9K | 0.04% | −4−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 116 | $43.5K | 0.01% | −115−49.8% | Reduced |
| Quarry LP | 114 | $42.8K | 0.01% | +114 | New |
| Skandinaviska Enskilda Banken AB (publ) | 113 | $42.4K | 0.00% | +113 | New |
| Adirondack Trust Co | 110 | $41.3K | 0.01% | −5−4.3% | Reduced |
| Raiffeisen Bank International AG | 111 | $40.9K | 0.00% | −4,744−97.7% | Reduced |
| Estabrook Capital Management | 109 | $40.9K | 0.01% | −38−25.9% | Reduced |
| North Star Investment Management Corp. | 108 | $40.5K | 0.00% | +5+4.9% | Added |
| Strengthening Families & Communities, LLC | 107 | $40.1K | 0.01% | −1,027−90.6% | Reduced |
| Geneos Wealth Management Inc. | 106 | $39.8K | 0.00% | −75−41.4% | Reduced |
| Allied Private Wealth LLC | 106 | $39.0K | 0.03% | +106 | New |
| Rossby Financial, LCC | 104 | $39.0K | 0.01% | +29+38.7% | Added |
| SHP Wealth Management | 103 | $38.6K | 0.00% | +9+9.6% | Added |
| RHL Group, LLC | 103 | $38.6K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 102 | $38.6K | 0.00% | +63+161.5% | Added |
| Cape Investment Advisory, Inc. | 102 | $38.3K | 0.01% | +102 | New |
| Bollard Group LLC | 98 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 98 | $36.8K | 0.01% | −14−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 97 | $36.2K | 0.00% | +9+10.2% | Added |
| Riverview Trust Co | 95 | $35.6K | 0.04% | −5−5.0% | Reduced |
| Blume Capital Management, Inc. | 94 | $35.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 93 | $34.9K | 0.00% | +34+57.6% | Added |
| Colonial Trust Advisors | 92 | $34.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 92 | $34.5K | 0.00% | +92 | New |
| Anchor Investment Management, LLC | 88 | $33.0K | 0.00% | −1−1.1% | Reduced |
| TSFG, LLC | 87 | $33.0K | 0.00% | −5−5.4% | Reduced |
| Indiana Trust & Investment Management CO | 87 | $32.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $31.9K | 0.00% | −36−29.8% | Reduced |
| Fortitude Family Office, LLC | 84 | $31.5K | 0.01% | +23+37.7% | Added |
| Acumen Wealth Advisors, LLC | 83 | $31.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 82 | $30.8K | 0.02% | +25+43.9% | Added |
| GW&K Investment Management, LLC | 80 | $30.0K | 0.00% | +20+33.3% | Added |
| First National Bank | 79 | $29.6K | 0.01% | +79 | New |
| Essential Partners LLC | 78 | $29.3K | 0.01% | +1+1.3% | Added |
| Owl Creek Wealth Partners LLC | 77 | $28.9K | 0.01% | +21+37.5% | Added |
| 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 |
| Private Wealth Asset Management, LLC | 76 | $28.5K | 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 |
| JTC Employer Solutions Trusteee Ltd | 75 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bullock Wealth Management Group | 70 | $26.5K | 0.01% | −3−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 65 | $24.4K | 0.00% | −1−1.5% | 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 |
| Westside Investment Management, Inc. | 62 | $23.3K | 0.00% | −19−23.5% | Reduced |
| Covestor Ltd | 60 | $23.0K | 0.01% | −8−11.8% | Reduced |
| First PREMIER Bank | 60 | $23.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 61 | $22.9K | 0.00% | +41+205.0% | Added |
| JFS Wealth Advisors, LLC | 60 | $22.5K | 0.00% | +4+7.1% | Added |
| Purpose Unlimited Inc. | 58 | $21.8K | 0.00% | +7+13.7% | Added |
| NBC Securities, Inc. | 57 | $21.4K | 0.00% | −2−3.4% | Reduced |
| Golden State Wealth Management, LLC | 56 | $21.0K | 0.00% | −42−42.9% | Reduced |
| Independence Bank of Kentucky | 56 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $20.6K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 54 | $20.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $20.3K | 0.00% | −13−19.4% | Reduced |
| Advantage Trust Co | 54 | $20.3K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 53 | $19.9K | 0.00% | −2,916−98.2% | Reduced |
| Harbor Investment Advisory, LLC | 53 | $19.9K | 0.00% | −24−31.2% | Reduced |
| Joseph Group Capital Management | 49 | $18.4K | 0.00% | +49 | New |
| Paradigm Asset Management Co LLC | 48 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 46 | $17.3K | 0.00% | −37−44.6% | Reduced |
| S&T Bank | 46 | $17.3K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 44 | $16.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $15.0K | 0.00% | −11−21.6% | Reduced |
| Grove Bank & Trust | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 40 | $15.0K | 0.00% | +40 | New |