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 |
|---|---|---|---|---|---|
| Elyxium Wealth, LLC | 1,488 | $558.1K | 0.06% | +1,488 | New |
| EP Wealth Advisors, LLC | 1,464 | $549.2K | 0.00% | +11+0.8% | Added |
| Kuhn & Co Investment Counsel | 1,462 | $548.3K | 0.32% | +1+0.1% | Added |
| Ingalls & Snyder LLC | 1,462 | $548.0K | 0.01% | −2−0.1% | Reduced |
| Smartleaf Asset Management LLC | 1,478 | $545.3K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,450 | $543.8K | 0.02% | −8,431−85.3% | Reduced |
| Eads & Heald Wealth Management | 1,434 | $537.8K | 0.26% | −186−11.5% | Reduced |
| Sheets Smith Wealth Management | 1,431 | $536.7K | 0.05% | −302−17.4% | Reduced |
| Kensington Investment Counsel, LLC | 1,429 | $535.9K | 0.23% | −14−1.0% | Reduced |
| Boston Family Office LLC | 1,413 | $530.0K | 0.03% | −98−6.5% | Reduced |
| McMillan Office, Inc. | 1,410 | $528.8K | 0.06% | 00.0% | Unchanged |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,400 | $525.1K | 0.01% | −356−20.3% | Reduced |
| Advisory Services Network, LLC | 1,379 | $517.3K | 0.01% | −20−1.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,379 | $517.0K | 0.00% | +319+30.1% | Added |
| Tower Research Capital LLC (TRC) | 1,375 | $515.7K | 0.01% | −88−6.0% | Reduced |
| Brave Asset Management Inc | 1,366 | $512.3K | 0.11% | −26−1.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,360 | $510.1K | 0.03% | +440+47.8% | Added |
| Philadelphia Trust Co | 1,353 | $507.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 1,344 | $504.1K | 0.00% | −185−12.1% | Reduced |
| Principal Securities, Inc. | 1,334 | $500.1K | 0.01% | −390−22.6% | Reduced |
| Beaton Management Co. Inc. | 1,331 | $499.0K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 1,330 | $498.8K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,330 | $498.8K | 0.04% | 00.0% | Unchanged |
| Argentarii, LLC | 1,194 | $495.5K | 0.15% | +348+41.1% | Added |
| Parallel Advisors, LLC | 1,309 | $491.1K | 0.01% | +235+21.9% | Added |
| Permanent Capital Management, LP | 1,308 | $490.6K | 0.07% | −62−4.5% | Reduced |
| Frec Markets, Inc. | 1,295 | $485.7K | 0.04% | +547+73.1% | Added |
| Gamco Investors, Inc. Et Al | 1,291 | $484.2K | 0.00% | −23−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,277 | $481.4K | 0.01% | −70−5.2% | Reduced |
| Third View Private Wealth, LLC | 1,280 | $480.1K | 0.06% | −3,765−74.6% | Reduced |
| Axxion S.A. | 1,276 | $478.6K | 0.03% | +1,276 | New |
| BCS Private Wealth Management, Inc. | 1,275 | $478.2K | 0.14% | +40+3.2% | Added |
| Portland Global Advisors LLC | 1,266 | $474.8K | 0.05% | +475+60.1% | Added |
| Modern Wealth Management, LLC | 1,265 | $474.4K | 0.01% | −50−3.8% | Reduced |
| Ritholtz Wealth Management | 1,261 | $472.9K | 0.01% | −106−7.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,250 | $468.8K | 0.03% | +50+4.2% | Added |
| CAPROCK Group, Inc. | 1,248 | $468.1K | 0.01% | +1,248 | New |
| Kavar Capital Partners Group, LLC | 1,233 | $462.4K | 0.06% | −30−2.4% | Reduced |
| Fieldview Capital Management, LLC | 1,224 | $459.0K | 0.13% | −1,648−57.4% | Reduced |
| Merit Financial Group, LLC | 1,222 | $458.2K | 0.00% | −10−0.8% | Reduced |
| ICW Investment Advisors LLC | 1,201 | $450.4K | 0.16% | −21−1.7% | Reduced |
| Accredited Investors Inc. | 1,198 | $449.3K | 0.02% | +27+2.3% | Added |
| Aberdeen Wealth Management LLC | 1,198 | $449.3K | 0.22% | −1,350−53.0% | Reduced |
| Chemistry Wealth Management LLC | 1,191 | $446.7K | 0.07% | −181−13.2% | Reduced |
| Stoneridge Investment Partners LLC | 1,181 | $446.0K | 0.29% | +1,181 | New |
| Bragg Financial Advisors, Inc | 1,185 | $444.4K | 0.01% | −362−23.4% | Reduced |
| E Fund Management Co., Ltd. | 1,184 | $444.0K | 0.01% | −220−15.7% | Reduced |
| Umb Bank N A | 1,180 | $442.5K | 0.01% | −286−19.5% | Reduced |
| Global Retirement Partners, LLC | 1,171 | $439.3K | 0.01% | +1,171 | New |
| Beacon Pointe Advisors, LLC | 1,171 | $438.5K | 0.00% | −861−42.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,155 | $433.0K | 0.02% | −466−28.7% | Reduced |
| Silvercrest Asset Management Group LLC | 1,153 | $432.4K | 0.00% | −4,512−79.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,139 | $427.2K | 0.01% | +90+8.6% | Added |
| Alps Advisors Inc | 1,138 | $426.8K | 0.00% | +1,138 | New |
| Neville Rodie & Shaw Inc | 1,137 | $426.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,131 | $424.2K | 0.00% | +256+29.3% | Added |
| Farmers & Merchants Investments Inc | 1,126 | $422.3K | 0.01% | −99−8.1% | Reduced |
| NorthRock Partners, LLC | 1,118 | $419.3K | 0.01% | −289−20.5% | Reduced |
| Canandaigua National Bank & Trust Co | 1,109 | $415.9K | 0.04% | +1,109 | New |
| Atomi Financial Group, Inc. | 1,102 | $413.4K | 0.01% | +47+4.5% | Added |
| Heartland Bank & Trust Co | 1,101 | $412.9K | 0.09% | −15−1.3% | Reduced |
| Vise Technologies, Inc. | 1,097 | $411.5K | 0.00% | +556+102.8% | Added |
| Profund Advisors LLC | 1,094 | $410.3K | 0.01% | −2−0.2% | Reduced |
| Trust Asset Management LLC | 1,091 | $409.2K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,086 | $407.3K | 0.02% | −9−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,078 | $404.3K | 0.02% | +28+2.7% | Added |
| DoubleLine ETF Adviser LP | 1,070 | $401.3K | 0.17% | −143−11.8% | Reduced |
| Phoenix Holdings Ltd. | 1,059 | $397.1K | 0.00% | −936−46.9% | Reduced |
| Wellington Shields Capital Management, LLC | 1,049 | $393.4K | 0.05% | 00.0% | Unchanged |
| South Shore Capital Advisors | 1,045 | $391.9K | 0.26% | 00.0% | Unchanged |
| Burney Co | 1,044 | $391.5K | 0.01% | −2,511−70.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,042 | $390.8K | 0.03% | +6+0.6% | Added |
| Qtron Investments LLC | 1,033 | $387.4K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,030 | $386.0K | 0.04% | −37−3.5% | Reduced |
| 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 |
| Inspire Advisors, LLC | 1,014 | $380.6K | 0.03% | +293+40.6% | Added |
| Innovative Asset Advisors Group, LLC | 1,007 | $377.7K | 0.17% | −6−0.6% | Reduced |
| Heritage Investment Group, Inc. | 1,001 | $375.4K | 0.05% | +1+0.1% | Added |
| Atlantic Union Bankshares Corp | 998 | $374.3K | 0.01% | −196−16.4% | Reduced |
| Advisory Alpha, LLC | 995 | $373.2K | 0.01% | −257−20.5% | Reduced |
| Citizens Financial Group Inc | 987 | $370.3K | 0.00% | +265+36.7% | Added |
| Fiera Capital Corp | 983 | $368.7K | 0.00% | −24−2.4% | Reduced |
| Fiduciary Group LLC | 976 | $366.0K | 0.03% | −77−7.3% | Reduced |
| Texas Yale Capital Corp. | 971 | $364.2K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 968 | $363.0K | 0.00% | −39,206−97.6% | Reduced |
| Whittier Trust Co | 956 | $362.2K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 959 | $359.7K | 0.00% | +1+0.1% | 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 |
| Signaturefd, LLC | 950 | $356.2K | 0.00% | +267+39.1% | Added |
| Oppenheimer Asset Management Inc. | 947 | $355.2K | 0.00% | −297−23.9% | Reduced |
| HBK Sorce Advisory LLC | 877 | $350.8K | 0.01% | +39+4.7% | Added |
| Cigna Investments Inc | 931 | $349.0K | 0.05% | −33−3.4% | 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 |
| Trust Point Inc. | 923 | $346.2K | 0.03% | −29−3.0% | Reduced |