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 |
|---|---|---|---|---|---|
| KPP Advisory Services LLC | 916 | $343.5K | 0.04% | −2−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 915 | $343.2K | 0.00% | +41+4.7% | Added |
| Penobscot Investment Management Company, Inc. | 911 | $341.7K | 0.02% | +6+0.7% | Added |
| Regions Financial Corp | 910 | $341.3K | 0.00% | −273−23.1% | Reduced |
| Panagora Asset Management Inc | 909 | $340.9K | 0.00% | −621−40.6% | Reduced |
| Moneta Group Investment Advisors LLC | 906 | $339.8K | 0.00% | +906 | New |
| PCB Capital LLC | 905 | $339.4K | 0.41% | +36+4.1% | Added |
| Resonant Capital Advisors, LLC | 897 | $336.4K | 0.02% | −51−5.4% | Reduced |
| Koshinski Asset Management, Inc. | 893 | $334.9K | 0.02% | +12+1.4% | Added |
| Park Avenue Securities LLC | 885 | $332.0K | 0.00% | +94+11.9% | Added |
| Rice Partnership, LLC | 882 | $330.8K | 0.04% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 876 | $328.5K | 0.02% | −4−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 875 | $328.2K | 0.01% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 874 | $327.8K | 0.07% | −5,417−86.1% | Reduced |
| Clean Yield Group | 867 | $325.2K | 0.08% | −393−31.2% | Reduced |
| KilterHowling LLC | 867 | $325.2K | 0.15% | 00.0% | Unchanged |
| Washington Trust Co | 864 | $324.0K | 0.01% | −1,246−59.1% | Reduced |
| Avestar Capital, LLC | 860 | $322.5K | 0.02% | +860 | New |
| Wedbush Securities Inc | 858 | $322.0K | 0.01% | −400−31.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 852 | $319.5K | 0.02% | −26−3.0% | Reduced |
| Roberts Glore & Co Inc | 850 | $318.8K | 0.08% | −133−13.5% | Reduced |
| Rehmann Capital Advisory Group | 846 | $317.7K | 0.01% | +45+5.6% | Added |
| Gilbert & Cook, Inc. | 845 | $316.9K | 0.04% | +99+13.3% | Added |
| Stratos Wealth Advisors, LLC | 844 | $316.5K | 0.02% | +844 | New |
| Ameritas Investment Partners, Inc. | 843 | $316.2K | 0.01% | −49−5.5% | Reduced |
| First Community Trust NA | 839 | $314.7K | 0.14% | −106−11.2% | Reduced |
| Magnetar Financial LLC | 839 | $314.7K | 0.00% | +839 | New |
| Union Heritage Capital, LLC | 831 | $311.7K | 0.11% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 828 | $310.5K | 0.14% | −244−22.8% | Reduced |
| Hills Bank & Trust Co | 824 | $309.0K | 0.01% | −101−10.9% | Reduced |
| Sovran Advisors, LLC | 788 | $302.5K | 0.02% | +788 | New |
| Checchi Capital Advisers, LLC | 806 | $302.3K | 0.02% | −8−1.0% | Reduced |
| Shufro Rose & Co LLC | 802 | $300.8K | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 800 | $300.0K | 0.00% | −29,200−97.3% | Reduced |
| Wedmont Private Capital | 796 | $299.6K | 0.01% | +796 | New |
| Clifford Swan Investment Counsel LLC | 795 | $298.2K | 0.01% | +53+7.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 797 | $298.0K | 0.19% | 00.0% | Unchanged |
| Dorato Capital Management | 786 | $295.9K | 0.20% | +340+76.2% | Added |
| 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 |
| Ipswich Investment Management Co., Inc. | 780 | $292.5K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 769 | $288.4K | 0.01% | −7,813−91.0% | Reduced |
| Triangle Securities Wealth Management | 768 | $288.0K | 0.06% | +768 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 767 | $287.7K | 0.03% | +9+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 766 | $287.3K | 0.00% | +375+95.9% | Added |
| TCG Advisory Services, LLC | 763 | $286.2K | 0.01% | +74+10.7% | Added |
| Westerkirk Capital Inc. | 761 | $285.4K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 758 | $284.3K | 0.01% | +758 | New |
| Turtle Creek Wealth Advisors, LLC | 755 | $283.1K | 0.01% | −41−5.2% | Reduced |
| Kestra Investment Management, LLC | 753 | $282.4K | 0.01% | +753 | New |
| Montag A & Associates Inc | 745 | $279.4K | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 744 | $279.0K | 0.05% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 744 | $279.0K | 0.02% | 00.0% | Unchanged |
| SFE Investment Counsel | 743 | $278.7K | 0.04% | −1,170−61.2% | Reduced |
| Fortress Private Ledger, LLC | 735 | $275.7K | 0.08% | +735 | New |
| Daymark Wealth Partners, LLC | 734 | $275.3K | 0.01% | −111−13.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 733 | $274.9K | 0.01% | −132−15.3% | Reduced |
| Essex Financial Services, Inc. | 732 | $274.5K | 0.01% | −23−3.0% | Reduced |
| Delta Financial Advisors LLC | 725 | $271.9K | 0.06% | −29−3.8% | Reduced |
| Spinnaker Trust | 725 | $271.9K | 0.01% | +725 | New |
| Creative Financial Designs Inc | 722 | $270.8K | 0.01% | +77+11.9% | Added |
| CWA Asset Management Group, LLC | 712 | $267.0K | 0.01% | +712 | New |
| Laurel Wealth Advisors LLC | 711 | $266.7K | 0.03% | −145−16.9% | Reduced |
| CoreCap Advisors, LLC | 709 | $265.9K | 0.01% | −230−24.5% | Reduced |
| Krilogy Financial LLC | 708 | $265.5K | 0.01% | −32−4.3% | Reduced |
| Hantz Financial Services, Inc. | 702 | $263.0K | 0.00% | −4,313−86.0% | Reduced |
| Courier Capital LLC | 687 | $257.7K | 0.01% | −85−11.0% | Reduced |
| Barbara Oil Co. | 676 | $253.5K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 680 | $253.5K | 0.04% | +680 | New |
| Advisors Capital Management, LLC | 674 | $252.8K | 0.00% | +674 | New |
| Savvy Advisors, Inc. | 673 | $252.3K | 0.01% | −76−10.1% | Reduced |
| Hancock Whitney Corp | 662 | $248.3K | 0.00% | −8−1.2% | Reduced |
| National Asset Management, Inc. | 670 | $247.1K | 0.01% | −68−9.2% | Reduced |
| CX Institutional | 658 | $247.0K | 0.01% | −49−6.9% | Reduced |
| Stephens Inc | 656 | $246.0K | 0.00% | −407−38.3% | Reduced |
| Teacher Retirement System of Texas | 654 | $245.3K | 0.00% | −814−55.4% | Reduced |
| Harbour Investments, Inc. | 653 | $244.8K | 0.00% | +7+1.1% | Added |
| 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 |
| Pettee Investors, Inc. | 649 | $243.4K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 646 | $242.2K | 0.00% | +646 | New |
| Modera Wealth Management, LLC | 645 | $241.9K | 0.00% | −43−6.3% | Reduced |
| Evolve Private Wealth, LLC | 645 | $241.7K | 0.01% | −155−19.4% | Reduced |
| Howard Capital Management Inc. | 640 | $240.0K | 0.00% | +640 | New |
| Ridgewood Investments LLC | 638 | $239.3K | 0.09% | +638 | New |
| Whittier Trust Co of Nevada Inc | 636 | $238.5K | 0.00% | −57−8.2% | Reduced |
| Stonebridge Capital Management Inc | 635 | $238.2K | 0.11% | +635 | New |
| Abel Hall, LLC | 634 | $237.8K | 0.04% | +634 | New |
| Stiles Financial Services Inc | 633 | $237.4K | 0.06% | −30−4.5% | Reduced |
| Midwest Trust Co | 632 | $237.0K | 0.00% | −289−31.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 630 | $236.3K | 0.06% | +630 | New |
| Lazard Freres Gestion S.A.S. | 630 | $236.0K | 0.00% | −37,953−98.4% | Reduced |
| WBH Advisory Inc | 628 | $235.5K | 0.02% | +628 | New |
| Bedel Financial Consulting, Inc. | 626 | $234.8K | 0.02% | +626 | New |
| Spartan Wealth Advisory Services LLC | 624 | $234.0K | 0.02% | −97−13.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 623 | $233.7K | 0.01% | +623 | New |
| Cardinal Strategic Wealth Guidance | 623 | $233.7K | 0.05% | +623 | New |
| Associated Banc-Corp | 618 | $231.8K | 0.01% | +618 | New |
| TD Private Client Wealth LLC | 616 | $231.0K | 0.00% | −88−12.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 615 | $230.7K | 0.27% | +615 | New |