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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 609 | $228.4K | 0.08% | +609 | New |
| Sykon Capital LLC | 609 | $228.4K | 0.07% | +609 | New |
| Chesley Taft & Associates LLC | 608 | $228.0K | 0.01% | −192−24.0% | Reduced |
| Rockland Trust Co | 607 | $227.7K | 0.01% | +607 | New |
| Miracle Mile Advisors, LLC | 599 | $224.6K | 0.00% | +599 | New |
| Tompkins Financial Corp | 596 | $223.5K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 596 | $223.5K | 0.00% | +596 | New |
| Cohen Klingenstein LLC | 595 | $223.1K | 0.01% | +595 | New |
| FourThought Financial Partners, LLC | 595 | $223.1K | 0.02% | +595 | New |
| Pine Valley Investments Ltd Liability Co | 595 | $223.1K | 0.01% | +595 | New |
| Stratos Wealth Partners, LTD. | 590 | $221.3K | 0.00% | +590 | New |
| First Citizens Bank & Trust Co | 589 | $220.9K | 0.00% | +589 | New |
| Wealthcare Advisory Partners LLC | 588 | $220.5K | 0.00% | +588 | New |
| Toth Financial Advisory Corp | 582 | $218.3K | 0.02% | −1,499−72.0% | Reduced |
| Middleton & Co Inc | 581 | $217.9K | 0.02% | +581 | New |
| RMB Capital Management, LLC | 579 | $217.3K | 0.00% | −133−18.7% | Reduced |
| M. Kulyk & Associates, LLC | 579 | $217.1K | 0.04% | −3,794−86.8% | Reduced |
| Independent Advisor Alliance | 576 | $216.0K | 0.01% | +576 | New |
| Barlow Wealth Partners, Inc. | 586 | $215.7K | 0.02% | +586 | New |
| Foster & Motley Inc | 573 | $215.0K | 0.01% | −130−18.5% | Reduced |
| Corsicana & Co. | 566 | $212.3K | 0.10% | +566 | New |
| Simon Quick Advisors, LLC | 564 | $211.5K | 0.01% | +564 | New |
| Kingsview Wealth Management, LLC | 563 | $211.1K | 0.00% | +563 | New |
| RIA Advisory Group LLC | 561 | $210.4K | 0.05% | +561 | New |
| Perpetual Ltd | 560 | $210.0K | 0.00% | +560 | New |
| Axxcess Wealth Management, LLC | 558 | $209.3K | 0.00% | +558 | New |
| Inscription Capital, LLC | 557 | $208.9K | 0.02% | +557 | New |
| Redmond Asset Management, LLC | 554 | $207.8K | 0.05% | +554 | New |
| TownSquare Capital, LLC | 553 | $207.4K | 0.04% | +553 | New |
| Joel Isaacson & Co., LLC | 550 | $206.3K | 0.01% | +550 | New |
| Chicago Partners Investment Group LLC | 538 | $205.6K | 0.00% | −182−25.3% | Reduced |
| YHB Investment Advisors, Inc. | 545 | $204.4K | 0.01% | +545 | New |
| Sandy Cove Advisors, LLC | 543 | $203.6K | 0.05% | +543 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 541 | $202.9K | 0.00% | +541 | New |
| SNS Financial Group, LLC | 541 | $202.9K | 0.00% | +541 | New |
| Beacon Investment Advisors LLC | 541 | $202.9K | 0.06% | +541 | New |
| CPA Asset Management LLC | 534 | $200.3K | 0.06% | +534 | New |
| Larson Financial Group LLC | 533 | $199.9K | 0.01% | −12−2.2% | Reduced |
| Archer Investment Corp | 531 | $199.1K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 524 | $196.5K | 0.00% | −223−29.9% | Reduced |
| Banque de Luxembourg S.A. | 522 | $195.8K | 0.09% | −8−1.5% | Reduced |
| IFG Advisory, LLC | 520 | $195.0K | 0.01% | +520 | New |
| Central Trust Co | 513 | $192.4K | 0.00% | −21−3.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 460 | $172.5K | 0.00% | −20−4.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 447 | $167.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 445 | $166.9K | 0.00% | +181+68.6% | Added |
| Cary Street Partner Investment Advisory LLC | 445 | $166.5K | 0.03% | −82−15.6% | Reduced |
| Stephenson National Bank & Trust | 442 | $165.8K | 0.04% | +442 | New |
| Birch Capital Management, LLC | 440 | $165.0K | 0.08% | −351−44.4% | Reduced |
| Los Angeles Capital Management LLC | 431 | $161.6K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 403 | $151.1K | 0.08% | −16−3.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 397 | $148.9K | 0.02% | −56−12.4% | Reduced |
| Glen Eagle Advisors, LLC | 394 | $147.8K | 0.02% | −16−3.9% | Reduced |
| Hanson & Doremus Investment Management | 392 | $147.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 383 | $143.6K | 0.00% | −62−13.9% | Reduced |
| South State Corp. | 369 | $138.4K | 0.01% | −44−10.7% | Reduced |
| Salomon & Ludwin, LLC | 354 | $133.9K | 0.01% | +87+32.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 352 | $132.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 347 | $130.1K | 0.02% | −12−3.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 336 | $126.0K | 0.04% | +60+21.7% | Added |
| Private Trust Co NA | 334 | $125.3K | 0.01% | −37−10.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 330 | $123.8K | 0.01% | +9+2.8% | Added |
| Gen-Wealth Partners Inc | 323 | $121.2K | 0.03% | −195−37.6% | Reduced |
| Cary Street Partners Financial LLC | 320 | $120.0K | 0.00% | −4−1.2% | Reduced |
| Broadwater Capital Management LLC | 308 | $115.5K | 0.08% | +308 | New |
| Cromwell Holdings LLC | 299 | $112.1K | 0.05% | +9+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 294 | $110.3K | 0.00% | −18−5.8% | Reduced |
| Rothschild Investment LLC | 292 | $109.5K | 0.00% | +24+9.0% | Added |
| Eastern Bank | 290 | $108.8K | 0.00% | +53+22.4% | Added |
| Tiaa Trust, National Association | 284 | $106.5K | 0.01% | −154−35.2% | Reduced |
| Curat Global, LLC | 216 | $106.1K | 0.09% | −67−23.7% | Reduced |
| MCF Advisors LLC | 280 | $105.0K | 0.00% | −54−16.2% | Reduced |
| Morse Asset Management, Inc | 280 | $105.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 279 | $104.6K | 0.00% | −14−4.8% | Reduced |
| Antipodes Partners Ltd | 275 | $103.1K | 0.00% | −95−25.7% | Reduced |
| Onefund, LLC | 269 | $100.9K | 0.06% | +1+0.4% | Added |
| Optiver Holding B.V. | 269 | $100.9K | 0.00% | +98+57.3% | Added |
| New Age Alpha Advisors, LLC | 253 | $94.9K | 0.00% | −38−13.1% | Reduced |
| Institute for Wealth Management, LLC. | 251 | $94.1K | 0.01% | +251 | New |
| JPL Wealth Management, LLC | 251 | $94.1K | 0.02% | −7,280−96.7% | Reduced |
| Parkside Financial Bank & Trust | 250 | $93.8K | 0.01% | −1−0.4% | Reduced |
| Gilpin Wealth Management, LLC | 249 | $93.4K | 0.06% | −5−2.0% | Reduced |
| TIAA Wealth Investment Management LLC | 244 | $91.5K | 0.00% | +9+3.8% | Added |
| Quent Capital, LLC | 243 | $91.1K | 0.01% | +3+1.3% | Added |
| Webster Bank, N. A. | 240 | $90.0K | 0.01% | −75−23.8% | Reduced |
| St Germain D J Co Inc | 236 | $88.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 236 | $88.5K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 236 | $88.5K | 0.00% | +236 | New |
| Northstar Asset Management LLC | 231 | $86.6K | 0.02% | +231 | New |
| First Pacific Financial | 228 | $85.5K | 0.01% | −2−0.9% | Reduced |
| Sava Infond d.o.o. | 220 | $82.5K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $82.5K | 0.07% | +104+89.7% | Added |
| McDonald Partners LLC | 217 | $81.4K | 0.02% | +217 | New |
| Oakworth Capital, Inc. | 211 | $79.2K | 0.00% | +15+7.7% | Added |
| CNB Bank | 206 | $77.3K | 0.03% | −14−6.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 201 | $75.4K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 199 | $75.0K | 0.02% | +185+1,321.4% | Added |
| Hickory Point Bank & Trust | 199 | $74.6K | 0.05% | −1−0.5% | Reduced |
| AXS Investments LLC | 196 | $73.5K | 0.02% | +196 | New |
| City Holding Co | 195 | $73.1K | 0.01% | 00.0% | Unchanged |