| 8.578% |
| 0.05% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $1.78B | -0.3% | 6.338% | 0.08% |
| 5 | STATE STREET CORP | 4.4M | $1.64B | +0.5% | 5.859% | 0.02% |
| 6 | Invesco Ltd. | 3.5M | $1.31B | +61.2% | 4.672% | 0.10% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $984.8M | -0.4% | 3.525% | 0.05% |
| 8 | Fundsmith LLP | 2.3M | $852.7M | -29.2% | 3.040% | 6.25% |
| 9 | ALLIANCEBERNSTEIN L.P. | 2.7M | $802.4M | +27.3% | 3.603% | 0.27% |
| 10 | JPMORGAN CHASE & CO | 2.2M | $796.2M | +9.4% | 2.886% | 0.04% |
| 11 | Jupiter Topco LLC | 1.7M | $623.9M | — | 2.224% | 0.25% |
| 12 | VIKING GLOBAL INVESTORS LP | 1.7M | $623.4M | +32.3% | 2.222% | 1.78% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 1.4M | $515.0M | +69.3% | 1.836% | 0.09% |
| 14 | First Eagle Investment Management, LLC | 1.3M | $500.7M | -15.2% | 1.785% | 0.41% |
| 15 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.3M | $474.1M | +299.8% | 1.690% | 0.34% |
| 16 | Mawer Investment Management Ltd. | 1.2M | $456.4M | -13.3% | 1.627% | 3.10% |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $417.8M | +9.3% | 1.490% | 0.21% |
| 18 | MORGAN STANLEY | 1.1M | $411.5M | -10.2% | 1.467% | 0.02% |
| 19 | NORTHERN TRUST CORP | 1.0M | $387.3M | -0.9% | 1.381% | 0.05% |
| 20 | D. E. Shaw & Co., Inc. | 949K | $355.8M | -7.5% | 1.268% | 0.17% |
| 21 | FMR LLC | 925K | $346.8M | +83.9% | 1.236% | 0.02% |
| 22 | MILLENNIUM MANAGEMENT LLC | 895K | $335.5M | +315.8% | 1.196% | 0.12% |
| 23 | Veritas Asset Management LLP | 852K | $319.4M | -29.1% | 1.139% | 5.75% |
| 24 | Holocene Advisors, LP | 848K | $317.9M | -7.6% | 1.133% | 0.72% |
| 25 | BANK OF AMERICA CORP /DE/ | 840K | $314.9M | -0.5% | 1.123% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WAT — a direct measure of their conviction.
| 180.18% |
| +47.62 pp |
| $30.10B |
| +47% |
| Q4 2024 | 743 | +10% | 132.56% | +9.10 pp | $20.54B | +7.6% |
| Q3 2024 | 674 | — | 123.46% | — | $19.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
140 institutions opened new positions in WAT during Q2 2026, while 135 fully exited. 829 added to existing positions and 173 trimmed.
WAT institutional ownership fell by 68.52 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 47.0% of all reported 13F value in WAT, and the top 25 account for 65.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Waters Corporation (WAT) Institutional Ownership