WATERS CORP (WAT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
47
Reporting holders
$81.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,138
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $45.2M | 102,776 | 2.99% | 32q | -1.7%-$768.5K |
| DUDLEY & SHANLEY, INC. | $10.4M | 23,590 | 1.65% | 3q | HELD |
| CACTI ASSET MANAGEMENT LLC | $8.1M | 18,331 | 0.43% | 32q | -26.3%-$2.9M |
| GAMMA Investing LLC | $2.2M | 5,012 | 0.07% | 12q | +8.5%+$173.1K |
| ARMSTRONG HENRY H ASSOCIATES INC | $1.5M | 3,375 | 0.13% | 32q | -8.2%-$133.1K |
| Avidian Wealth Enterprises, LLC | $1.2M | 2,720 | 0.03% | 3q | +3.2%+$36.9K |
| AVITY INVESTMENT MANAGEMENT INC. | $1.2M | 2,658 | 0.07% | 3q | -5.6%-$69.4K |
| ATWOOD & PALMER INC | $1.1M | 2,464 | 0.06% | 3q | -3.4%-$38.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $971.9K | 2,212 | 0.01% | 29q | HELD |
| Violich Capital Management, Inc. | $962.7K | 2,191 | 0.10% | 3q | -1.2%-$11.9K |
| Farther Finance Advisors, LLC | $909.2K | 2,069 | 0.01% | 16q | +4.6%+$40.0K |
| PARK NATIONAL CORP /OH/ | $756.6K | 1,722 | 0.02% | 3q | -25.9%-$264.1K |
| Atlas Brown,Inc. | $670.9K | 1,527 | 0.18% | 32q | HELD |
| Lincoln Capital LLC | $646.2K | 1,467 | 0.11% | 3q | -3.4%-$22.9K |
| MassMutual Private Wealth & Trust, FSB | $634.5K | 1,444 | 0.02% | 32q | -23.8%-$197.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $584.4K | 1,330 | 0.04% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $479.8K | 1,092 | 0.04% | 3q | -1.5%-$7.5K |
| Dorato Capital Management | $392.4K | 900 | 0.26% | 3q | +14.5%+$49.7K |
| Wedmont Private Capital | $376.3K | 877 | 0.01% | 2q | +10.2%+$34.8K |
| FIRST COMMUNITY TRUST NA | $305.4K | 695 | 0.10% | 3q | -17.2%-$63.3K |
| CoreCap Advisors, LLC | $290.4K | 661 | 0.01% | 5q | -6.8%-$21.1K |
| Ridgewood Investments LLC | $279.9K | 637 | 0.10% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $261.9K | 596 | 0.02% | 8q | HELD |
| Valeo Financial Advisors, LLC | $239.9K | 546 | 0.01% | new | NEW |
| YHB Investment Advisors, Inc. | $226.3K | 515 | 0.01% | 2q | -5.5%-$13.2K |
| Exchange Bank | $220.6K | 502 | 0.14% | new | NEW |
| VISTA INVESTMENT PARTNERS LLC | $206.6K | 470 | 0.05% | new | NEW |
| STEPH & CO | $172.2K | 392 | 0.04% | 2q | -11.3%-$22.0K |
| TOTH FINANCIAL ADVISORY CORP | $168.7K | 384 | 0.02% | 3q | -34.0%-$87.0K |
| Rosenberg Matthew Hamilton | $152.5K | 347 | 0.03% | 26q | HELD |
| EASTERN BANK | $120.4K | 274 | 0.00% | 3q | -5.5%-$7.0K |
| ACIMA PRIVATE WEALTH, LLC | $83.0K | 189 | 0.02% | 3q | HELD |
| Hickory Point Bank & Trust | $79.1K | 180 | 0.05% | 3q | -9.5%-$8.3K |
| Bangor Savings Bank | $56.2K | 128 | 0.00% | 18q | HELD |
| Versant Capital Management, Inc | $40.0K | 91 | 0.00% | 32q | +7.1%+$2.6K |
| Coastline Trust Co | $33.4K | 76 | 0.00% | 3q | -1.3% |
| Byrne Asset Management LLC | $31.9K | 75 | 0.02% | 3q | HELD |
| Bullock Wealth Management Group | $28.9K | 68 | 0.01% | 3q | -2.9% |
| Grove Bank & Trust | $17.6K | 40 | 0.00% | 11q | HELD |
| Mn Services Vermogensbeheer B.V. | $12.6K | 28,659 | 0.09% | 31q | HELD |
| Bank of New Hampshire | $8.8K | 20 | 0.00% | 3q | -79.6%-$34.3K |
| JACOBS & CO/CA | $6.8K | 15,547 | 0.59% | 3q | HELD |
| Planning Strategies Inc. | $5.7K | 13 | 0.00% | 2q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $4.8K | 11 | 0.00% | 10q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $4.0K | 9 | 0.00% | 3q | -96.4%-$105.5K |
| Marquette Asset Management, LLC | $2.6K | 6 | 0.00% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $2.6K | 6 | 0.00% | 5q | -14.3% |
| Trust Co | $879 | 2 | 0.00% | 3q | -81.8%-$4.0K |
| Davis Capital Management | $879 | 2 | 0.00% | 5q | HELD |
| NEVILLE RODIE & SHAW INC | $500 | 1,137 | 0.03% | 32q | HELD |
| CX Institutional | $290 | 661 | 0.01% | 7q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-06 | KUEBLER CHRISTOPHER A | Director | Sold | 3,626 | $1.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 47 | $81.2M | 184,692 | 3 | 6 | 23 | 0.0% |
| Q2 2026 | 1,185 | $39.6B | 103,694,260 | 151 | 340 | 448 | 0.5% |
| Q1 2026 | 1,175 | $29.5B | 95,870,330 | 450 | 563 | 106 | 0.4% |
| Q4 2025 | 808 | $22.2B | 58,409,117 | 93 | 232 | 275 | 0.3% |
| Q3 2025 | 760 | $17.5B | 57,741,029 | 94 | 222 | 287 | 0.8% |
| Q2 2025 | 771 | $20.5B | 58,722,084 | 75 | 261 | 255 | 0.1% |
| Q1 2025 | 766 | $21.4B | 57,991,612 | 65 | 264 | 253 | 0.2% |
| Q4 2024 | 762 | $21.3B | 57,333,319 | 87 | 251 | 222 | 0.2% |
| Q3 2024 | 702 | $20.5B | 56,834,567 | 76 | 206 | 223 | 0.4% |
| Q2 2024 | 695 | $16.6B | 57,180,526 | 68 | 230 | 203 | 0.3% |
| Q1 2024 | 694 | $20.7B | 59,760,031 | 63 | 178 | 258 | 0.5% |
| Q4 2023 | 677 | $19.8B | 59,773,268 | 56 | 203 | 240 | 0.8% |
| Q3 2023 | 656 | $15.9B | 57,258,327 | 65 | 200 | 215 | 0.9% |
| Q2 2023 | 647 | $15.2B | 56,347,587 | 64 | 220 | 213 | 0.5% |
| Q1 2023 | 676 | $17.1B | 54,773,848 | 64 | 219 | 207 | 0.4% |
| Q4 2022 | 653 | $18.2B | 53,000,395 | 69 | 180 | 229 | 0.4% |
| Q3 2022 | 643 | $14.6B | 54,064,025 | 57 | 166 | 232 | 0.3% |
| Q2 2022 | 653 | $17.8B | 53,536,577 | 52 | 186 | 256 | 0.3% |
| Q1 2022 | 659 | $17.0B | 54,310,671 | 63 | 194 | 228 | 0.5% |
| Q4 2021 | 667 | $20.6B | 54,869,466 | 54 | 179 | 217 | 0.7% |
| Q3 2021 | 658 | $19.6B | 54,336,440 | 73 | 223 | 187 | 0.9% |
| Q2 2021 | 635 | $19.0B | 54,862,239 | 72 | 188 | 192 | 0.3% |
| Q1 2021 | 600 | $15.6B | 54,653,309 | 66 | 186 | 194 | 0.2% |
| Q4 2020 | 580 | $14.1B | 55,668,547 | 62 | 160 | 189 | 0.2% |
| Q3 2020 | 545 | $11.0B | 55,815,334 | 47 | 159 | 207 | 0.5% |
| Q2 2020 | 543 | $10.6B | 58,148,631 | 61 | 165 | 196 | 0.5% |
| Q1 2020 | 533 | $10.9B | 59,677,268 | 36 | 149 | 225 | 0.4% |
| Q4 2019 | 589 | $14.7B | 62,942,527 | 41 | 150 | 219 | 0.3% |
| Q3 2019 | 577 | $14.2B | 63,479,689 | 38 | 150 | 232 | 0.5% |
| Q2 2019 | 586 | $14.0B | 64,288,543 | 48 | 171 | 237 | 1.0% |
| Q1 2019 | 609 | $16.5B | 65,150,558 | 87 | 145 | 228 | 0.5% |
| Q4 2018 | 558 | $13.3B | 69,438,695 | 8 | 11 | 10 | 1.0% |