WATERS CORP (WAT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,100
Reporting holders
$35.0B
Reported value
93.0%
Of shares outstanding
0.6%
Held as options
+14
Holder change
Institutions report 91,386,731 shares against 98,248,111 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.2B | 8,484,939 | 0.05% | 8q | -0.7%-$21.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.5B | 4,625,035 | 0.80% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.4B | 6,415,552 | 0.05% | 2q | +0.6%+$13.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 4,740,524 | 0.08% | 2q | HELD |
| STATE STREET CORP | $1.6B | 4,382,008 | 0.05% | 31q | HELD |
| Invesco Ltd. | $1.3B | 3,494,267 | 0.10% | 31q | +61.2%+$497.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $984.8M | 2,636,146 | 0.05% | 31q | HELD |
| Fundsmith LLP | $852.7M | 2,273,632 | 6.25% | 31q | -29.2%-$352.0M |
| ALLIANCEBERNSTEIN L.P. | $802.4M | 2,694,590 | 0.27% | 31q | +27.3%+$172.1M |
| JPMORGAN CHASE & CO | $796.2M | 2,158,391 | 0.04% | 31q | +9.4%+$68.1M |
| Jupiter Topco LLC | $623.9M | 1,663,601 | 0.25% | new | FIRST |
| VIKING GLOBAL INVESTORS LP | $623.4M | 1,662,140 | 1.78% | 2q | +32.3%+$152.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $515.0M | 1,373,150 | 0.09% | 19q | +69.2%+$210.7M |
| First Eagle Investment Management, LLC | $500.7M | 1,335,108 | 0.84% | 2q | -15.2%-$90.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $474.1M | 1,264,226 | 0.34% | 31q | +299.8%+$355.5M |
| Mawer Investment Management Ltd. | $456.4M | 1,216,947 | 3.10% | 31q | -13.3%-$70.0M |
| PRINCIPAL FINANCIAL GROUP INC | $417.8M | 1,114,092 | 0.21% | 31q | +9.3%+$35.6M |
| MORGAN STANLEY | $411.5M | 1,097,302 | 0.02% | 35q | -10.2%-$46.7M |
| NORTHERN TRUST CORP | $387.3M | 1,032,726 | 0.05% | 31q | -0.9%-$3.6M |
| D. E. Shaw & Co., Inc. | $355.8M | 948,639 | 0.17% | 31q | -7.5%-$28.7M |
| FMR LLC | $346.8M | 924,742 | 0.02% | 31q | +83.9%+$158.2M |
| MILLENNIUM MANAGEMENT LLC | $335.5M | 894,660 | 0.12% | 31q | +383.2%+$266.1M |
| Veritas Asset Management LLP | $319.4M | 851,624 | 5.75% | 4q | -29.1%-$131.0M |
| Holocene Advisors, LP | $317.9M | 847,774 | 0.72% | 4q | -7.6%-$26.0M |
| BANK OF AMERICA CORP /DE/ | $314.9M | 839,592 | 0.02% | 31q | HELD |
| FUNDSMITH INVESTMENT SERVICES LTD. | $314.2M | 837,764 | 6.95% | 18q | -23.6%-$97.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $306.2M | 816,512 | 0.04% | 31q | +5.7%+$16.5M |
| Sixth Street Partners Management Company, L.P. | $306.2M | 816,512 | 0.04% | new | NEW |
| FRANKLIN RESOURCES INC | $303.5M | 809,339 | 0.07% | 31q | +14.1%+$37.4M |
| DIMENSIONAL FUND ADVISORS LP | $300.4M | 801,084 | 0.05% | 31q | -1.7%-$5.1M |
| Allspring Global Investments Holdings, LLC | $293.0M | 774,836 | 0.45% | 19q | +58.5%+$108.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $290.6M | 774,955 | 0.05% | 31q | -2.5%-$7.4M |
| UBS Group AG | $260.6M | 694,851 | 0.03% | 31q | +8.5%+$20.4M |
| Legal & General Group Plc | $258.8M | 690,148 | 0.05% | 31q | +0.8%+$2.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $244.7M | 653,967 | 0.21% | 31q | +34.4%+$62.6M |
| NEUBERGER BERMAN GROUP LLC | $239.4M | 638,786 | 0.16% | 23q | +66.8%+$95.9M |
| GOLDMAN SACHS GROUP INC | $220.1M | 584,254 | 0.02% | 31q | +3.8%+$8.0M |
| MARSHALL WACE, LLP | $218.0M | 581,332 | 0.17% | 9q | +156.2%+$132.9M |
| Artisan Partners Limited Partnership | $210.3M | 560,753 | 0.33% | 12q | +4.9%+$9.8M |
| VANGUARD FIDUCIARY TRUST CO | $206.8M | 551,398 | 0.05% | 2q | -0.9%-$1.8M |
| Bank of New York Mellon Corp | $188.7M | 503,214 | 0.03% | 31q | -4.9%-$9.6M |
| Focus Partners Wealth | $182.1M | 485,602 | 0.19% | 11q | +2.3%+$4.0M |
| Amundi | $174.2M | 464,501 | 0.04% | 21q | +7.5%+$12.1M |
| Findlay Park Partners LLP | $169.5M | 451,925 | 2.29% | 12q | -3.3%-$5.7M |
| Point72 Asset Management, L.P. | $166.6M | 444,225 | 0.18% | 4q | +25.4%+$33.7M |
| AMERIPRISE FINANCIAL INC | $163.7M | 436,388 | 0.03% | 31q | -68.6%-$358.1M |
| BECK MACK & OLIVER LLC | $162.8M | 434,149 | 3.17% | 31q | HELD |
| DEUTSCHE BANK AG\ | $156.3M | 416,850 | 0.05% | 34q | -22.2%-$44.6M |
| HSBC HOLDINGS PLC | $148.9M | 397,310 | 0.06% | 31q | -14.6%-$25.4M |
| Liontrust Investment Partners LLP | $134.6M | 358,979 | 1.98% | 12q | +20.1%+$22.5M |
| Capital Research Global Investors | $134.3M | 358,198 | 0.02% | new | NEW |
| LONDON CO OF VIRGINIA | $127.8M | 340,771 | 0.73% | 12q | -4.1%-$5.5M |
| WELLS FARGO & COMPANY/MN | $125.9M | 168,498 | 0.02% | 31q | -59.4%-$183.9M |
| Nuveen, LLC | $109.0M | 290,613 | 0.03% | 6q | +4.6%+$4.8M |
| JONES FINANCIAL COMPANIES LLLP | $108.9M | 290,936 | 0.04% | 11q | +22.9%+$20.3M |
| TD Asset Management Inc | $107.8M | 287,436 | 0.09% | 31q | +7.8%+$7.8M |
| Madison Asset Management, LLC | $105.0M | 279,856 | 1.25% | 13q | +2.6%+$2.7M |
| Swiss National Bank | $104.0M | 277,334 | 0.05% | 31q | -3.9%-$4.2M |
| FIRST TRUST ADVISORS LP | $102.2M | 272,470 | 0.06% | 12q | -10.1%-$11.5M |
| First Pacific Advisors, LP | $100.6M | 268,164 | 1.24% | 2q | HELD |
| ROYAL BANK OF CANADA | $100.3M | 267,531 | 0.01% | 31q | +16.9%+$14.5M |
| Assenagon Asset Management S.A. | $97.6M | 260,218 | 0.06% | 29q | +138.3%+$56.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $89.9M | 239,613 | 0.05% | 31q | +6.7%+$5.6M |
| Epoch Investment Partners, Inc. | $89.2M | 237,909 | 0.51% | 21q | +6.0%+$5.1M |
| BNP PARIBAS FINANCIAL MARKETS | $88.2M | 235,147 | 0.03% | 31q | +65.4%+$34.9M |
| Sumitomo Mitsui Trust Group, Inc. | $80.3M | 214,145 | 0.05% | 31q | -4.1%-$3.4M |
| CITIGROUP INC | $80.0M | 213,227 | 0.03% | 31q | +47.9%+$25.9M |
| Vanguard Global Advisers, LLC | $79.5M | 211,870 | 0.04% | 2q | -1.1%-$908.3K |
| COOKE & BIELER LP | $78.7M | 209,736 | 0.91% | 2q | -22.0%-$22.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $78.6M | 209,540 | 0.06% | 31q | -60.1%-$118.4M |
| LPL Financial LLC | $74.9M | 199,677 | 0.02% | 31q | -21.3%-$20.3M |
| BRISTOL JOHN W & CO INC /NY/ | $74.2M | 197,905 | 1.10% | 2q | -0.8%-$610.2K |
| XN LP | $72.4M | 193,146 | 1.91% | new | NEW |
| FULLER & THALER ASSET MANAGEMENT, INC. | $71.5M | 190,721 | 0.19% | 31q | +50.1%+$23.9M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $71.2M | 189,881 | 0.05% | 31q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $71.0M | 189,305 | 0.05% | 2q | +11.5%+$7.3M |
| NORGES BANK | $70.6M | 188,334 | 0.01% | 32q | -73.1%-$191.8M |
| SEI INVESTMENTS CO | $69.8M | 185,985 | 0.06% | 31q | -5.9%-$4.3M |
| Newport Trust Company, LLC | $68.5M | 182,722 | 0.17% | 31q | -0.7%-$449.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $66.5M | 177,334 | 0.03% | 5q | +19.3%+$10.8M |
| CITADEL ADVISORS LLC | $64.2M | 135,686 | 0.01% | 31q | -34.9%-$34.5M |
| LGT Group Foundation | $64.1M | 170,904 | 0.73% | 19q | +340.9%+$49.6M |
| Clearbridge Investments, LLC | $64.1M | 170,887 | 0.05% | 2q | -64.3%-$115.3M |
| AMERICAN CENTURY COMPANIES INC | $63.6M | 169,474 | 0.03% | 31q | -28.0%-$24.7M |
| National Pension Service | $63.3M | 168,799 | 0.04% | 31q | +0.9%+$534.8K |
| RHUMBLINE ADVISERS | $63.3M | 168,771 | 0.05% | 31q | -5.2%-$3.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $62.6M | 171,186 | 0.05% | 31q | -35.8%-$35.0M |
| TUDOR INVESTMENT CORP ET AL | $62.4M | options only | 0.09% | new | OPTIONS |
| CANADA PENSION PLAN INVESTMENT BOARD | $60.8M | 162,120 | 0.03% | 31q | +2711.2%+$58.6M |
| Robeco Schweiz AG | $57.1M | 152,195 | 0.92% | 31q | +5.1%+$2.7M |
| LMR Partners LLP | $55.2M | 147,305 | 0.21% | new | NEW |
| BARCLAYS PLC | $55.0M | 146,573 | 0.01% | 31q | -18.9%-$12.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $54.2M | 144,556 | 0.08% | 2q | +64.5%+$21.3M |
| Balyasny Asset Management L.P. | $51.9M | 138,443 | 0.06% | 3q | +8260.1%+$51.3M |
| Aberdeen Group plc | $51.8M | 138,104 | 0.07% | 31q | +10.0%+$4.7M |
| MILFORD FUNDS LTD | $50.8M | 135,437 | 0.83% | 2q | +103.1%+$25.8M |
| California Public Employees Retirement System | $49.9M | 132,969 | 0.03% | 31q | -3.9%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $42.1M | 112,356 | 0.01% | 31q | -6.0%-$2.7M |
| Empyrean Capital Partners, LP | $39.6M | 105,500 | 1.31% | 2q | +14.7%+$5.1M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $39.2M | 104,525 | 2.62% | 31q | HELD |
Showing the largest 100 of 1,180 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,100 | $35.0B | 91,386,731 | 148 | 319 | 415 | 0.6% |
| Q1 2026 | 1,086 | $27.2B | 88,034,621 | 421 | 513 | 102 | 0.4% |
| Q4 2025 | 740 | $21.2B | 55,722,066 | 89 | 213 | 253 | 0.4% |
| Q3 2025 | 688 | $16.9B | 55,766,748 | 87 | 204 | 260 | 0.8% |
| Q2 2025 | 699 | $19.8B | 56,611,219 | 71 | 233 | 234 | 0.1% |
| Q1 2025 | 690 | $20.6B | 55,757,420 | 58 | 236 | 230 | 0.2% |
| Q4 2024 | 688 | $20.5B | 55,271,499 | 78 | 224 | 201 | 0.2% |
| Q3 2024 | 627 | $19.6B | 54,341,487 | 71 | 189 | 192 | 0.4% |
| Q2 2024 | 619 | $15.9B | 54,621,497 | 65 | 204 | 179 | 0.3% |
| Q1 2024 | 610 | $19.7B | 57,076,280 | 60 | 155 | 224 | 0.5% |
| Q4 2023 | 589 | $19.0B | 57,182,212 | 51 | 178 | 200 | 0.7% |
| Q3 2023 | 569 | $15.3B | 55,031,146 | 58 | 177 | 187 | 0.8% |
| Q2 2023 | 548 | $14.6B | 54,288,377 | 56 | 181 | 183 | 0.5% |
| Q1 2023 | 562 | $16.1B | 52,097,386 | 54 | 181 | 173 | 0.4% |
| Q4 2022 | 499 | $16.3B | 48,002,833 | 53 | 137 | 180 | 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 | 255 | 0.3% |
| Q1 2022 | 658 | $17.0B | 54,309,671 | 62 | 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% |