Who holds WATticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WATERS CORP · COM · quarter ended 2026-03-31 · 11 members disclosed WAT ↗

919

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$25.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

788

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WAT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.5B	8,543,014	+3,110,859	add
2	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.1B	4,630,118	+2,005,403	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	6,378,775	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	4,754,185	—	no prior
5	STATE STREET CORP	$1.3B	4,362,010	+1,678,872	add
6	Fundsmith LLP	$957M	3,212,075	−345,903	trim
7	ALLIANCEBERNSTEIN L.P.	$804M	2,116,737	+49,839	add
8	GEODE CAPITAL MANAGEMENT, LLC	$785M	2,646,458	+1,053,070	add
9	Invesco Ltd.	$646M	2,168,285	+1,001,069	add
10	Janus Henderson Group Ltd.	$488M	1,638,772	+348,379	add
11	First Eagle Investment Management, LLC	$469M	1,575,187	+1,575,187	new
12	Mawer Investment Management Ltd.	$418M	1,403,627	+104,875	add
13	VIKING GLOBAL INVESTORS LP	$374M	1,256,462	+1,256,462	new
14	MORGAN STANLEY	$364M	1,221,914	+502,743	add
15	Veritas Asset Management LLP	$358M	1,200,813	−40,393	trim
16	FUNDSMITH INVESTMENT SERVICES LTD.	$327M	1,096,855	−49,354	trim
17	NORTHERN TRUST CORP	$310M	1,042,394	+357,873	add
18	D. E. Shaw & Co., Inc.	$305M	1,025,240	+673,230	add
19	PRINCIPAL FINANCIAL GROUP INC	$304M	1,019,289	+148,320	add
20	Holocene Advisors, LP	$273M	917,066	+505,356	add
21	BANK OF AMERICA CORP /DE/	$251M	843,636	+258,616	add
22	DIMENSIONAL FUND ADVISORS LP	$243M	814,716	+307,941	add
23	WELLINGTON MANAGEMENT GROUP LLP	$242M	811,326	+538,604	add
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$237M	794,589	+300,522	add
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$230M	772,524	+319,257	add
26	FRANKLIN RESOURCES INC	$211M	709,538	+648,660	add
27	AMERIPRISE FINANCIAL INC	$207M	695,644	+605,411	add
28	Legal & General Group Plc	$204M	684,813	+251,131	add
29	UBS Group AG	$191M	640,339	+284,384	add
30	VANGUARD FIDUCIARY TRUST CO	$166M	556,148	—	no prior
31	DEUTSCHE BANK AG\	$160M	535,684	+250,210	add
32	Artisan Partners Limited Partnership	$159M	534,576	+160,868	add
33	Bank of New York Mellon Corp	$158M	528,908	+205,678	add
34	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$156M	525,246	+451,871	add
35	FMR LLC	$150M	502,814	+342,658	add
36	Allspring Global Investments Holdings, LLC	$147M	488,854	+486,198	add
37	VOYA INVESTMENT MANAGEMENT LLC	$145M	486,579	+135,652	add
38	Clearbridge Investments, LLC	$142M	478,271	+478,271	new
39	Focus Partners Wealth	$141M	474,862	+203,101	add
40	Findlay Park Partners LLP	$139M	467,245	+8,776	add
41	HSBC HOLDINGS PLC	$138M	465,000	−325,704	trim
42	BECK MACK & OLIVER LLC	$129M	432,206	+41,551	add
43	Amundi	$129M	432,146	+72,300	add
44	LONDON CO OF VIRGINIA	$106M	355,310	−149,364	trim
45	Point72 Asset Management, L.P.	$106M	354,375	+291,419	add
46	SCHRODER INVESTMENT MANAGEMENT GROUP	$94.2M	316,203	+291,392	add
47	FIRST TRUST ADVISORS LP	$90.3M	303,112	−98,692	trim
48	HARRIS ASSOCIATES L P	$86.0M	288,712	+288,712	new
49	Swiss National Bank	$85.9M	288,614	+125,494	add
50	Champlain Investment Partners, LLC	$83.3M	279,840	−32,928	trim
51	Nuveen, LLC	$82.7M	277,703	+79,794	add
52	Madison Asset Management, LLC	$81.2M	272,649	−20,515	trim
53	COOKE & BIELER LP	$80.1M	268,853	+268,853	new
54	First Pacific Advisors, LP	$79.7M	267,472	+267,472	new
55	TD ASSET MANAGEMENT INC	$79.4M	266,536	+16,938	add
56	NORDEA INVESTMENT MANAGEMENT AB	$78.9M	266,828	+253,278	add
57	LPL Financial LLC	$75.6M	253,713	+224,964	add
58	AMERICAN CENTURY COMPANIES INC	$70.1M	235,371	+215,048	add
59	ROYAL BANK OF CANADA	$68.2M	228,857	+73,533	add
60	Mitsubishi UFJ Asset Management Co., Ltd.	$66.9M	224,646	+99,062	add
61	Epoch Investment Partners, Inc.	$66.8M	224,431	+1,958	add
62	Sumitomo Mitsui Trust Group, Inc.	$66.5M	223,324	+87,057	add
63	Vanguard Global Advisers, LLC	$63.8M	214,292	—	no prior
64	CITADEL ADVISORS LLC	$62.1M	208,503	+69,018	add
65	Meridiem Capital Partners LP	$61.9M	207,814	+207,814	new
66	WELLS FARGO & COMPANY/MN	$61.8M	207,364	+103,049	add
67	BRISTOL JOHN W & CO INC /NY/	$59.4M	199,532	+199,532	new
68	SEI INVESTMENTS CO	$58.8M	197,565	+122,356	add
69	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$56.5M	189,881	+68,786	add
70	MILLENNIUM MANAGEMENT LLC	$55.1M	185,168	−353,545	trim
71	Newport Trust Company, LLC	$54.8M	183,921	+8,391	add
72	BARCLAYS PLC	$53.8M	180,779	+70,968	add
73	VANGUARD ASSET MANAGEMENT, Ltd	$50.5M	169,723	—	no prior
74	National Pension Service	$49.8M	167,373	+167,373	new
75	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$44.3M	148,660	+99,285	add
76	MACKENZIE FINANCIAL CORP	$43.5M	145,950	+16,842	add
77	Robeco Schweiz AG	$43.1M	144,872	+12,779	add
78	CITIGROUP INC	$42.9M	144,202	+38,075	add
79	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$41.2M	138,423	+28,074	add
80	BLI - Banque de Luxembourg Investments	$38.1M	100,920	+100,920	new
81	FULLER & THALER ASSET MANAGEMENT, INC.	$37.8M	127,059	−19,511	trim
82	Universal- Beteiligungs- und Servicegesellschaft mbH	$37.5M	126,004	+40,539	add
83	Aberdeen Group plc	$37.4M	125,534	+51,671	add
84	ENVESTNET ASSET MANAGEMENT INC	$35.6M	119,470	+4,879	add
85	RAYMOND JAMES FINANCIAL INC	$34.3M	115,325	+18,032	add
86	AustralianSuper Pty Ltd	$32.9M	110,588	+63,754	add
87	Assenagon Asset Management S.A.	$32.5M	109,218	+80,390	add
88	Woodline Partners LP	$32.1M	107,910	+26,497	add
89	BNP Paribas Asset Management Holding S.A.	$30.5M	102,589	+46,145	add
90	Vestal Point Capital, LP	$29.8M	100,000	+100,000	new
91	NOMURA ASSET MANAGEMENT CO LTD	$29.3M	98,277	+75,044	add
92	BANK OF MONTREAL /CAN/	$27.8M	93,189	+36,194	add
93	Empyrean Capital Partners, LP	$27.4M	92,000	+92,000	new
94	ADAGE CAPITAL PARTNERS GP, L.L.C.	$26.2M	87,856	+87,856	new
95	AVIVA PLC	$25.1M	84,425	+32,785	add
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.7M	82,948	+31,234	add
97	Smith Group Asset Management, LLC	$23.1M	77,612	+4,964	add
98	Quantinno Capital Management LP	$21.7M	72,709	+5,652	add
99	EVERETT HARRIS & CO /CA/	$21.4M	71,970	+71,970	new
100	Gotham Asset Management, LLC	$21.3M	71,515	+1,458	add
101	BRANDES INVESTMENT PARTNERS, LP	$20.7M	69,454	+69,454	new
102	Investment Management Corp of Ontario	$20.6M	69,017	+9,061	add
103	Swedbank AB	$19.9M	66,799	+24,601	add
104	MILFORD FUNDS LTD	$19.9M	66,669	+66,669	new
105	Zurcher Kantonalbank (Zurich Cantonalbank)	$19.8M	66,526	+4,938	add
106	NEW YORK STATE COMMON RETIREMENT FUND	$18.3M	61,568	+22,827	add
107	Northwest & Ethical Investments L.P.	$17.9M	60,079	+18,856	add
108	Ensign Peak Advisors, Inc	$17.9M	59,950	−31,790	trim
109	Osmosis Investment Management UK Ltd	$17.4M	58,535	+20,173	add
110	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$17.2M	57,648	−506	trim
111	STIFEL FINANCIAL CORP	$16.2M	54,401	+29,199	add
112	Mitsubishi UFJ Trust & Banking Corp	$16.1M	53,972	+22,267	add
113	Pictet Asset Management Holding SA	$15.8M	52,893	+21,718	add
114	STATE OF WISCONSIN INVESTMENT BOARD	$15.7M	52,777	+13,292	add
115	GLENMEDE TRUST CO NA	$15.7M	52,658	+9,293	add
116	Korea Investment CORP	$15.4M	51,671	+31,261	add
117	AQR CAPITAL MANAGEMENT LLC	$15.3M	51,538	+21,396	add
118	Chevy Chase Trust Holdings, LLC	$14.7M	49,328	+18,752	add
119	VICTORY CAPITAL MANAGEMENT INC	$14.6M	49,169	+24,184	add
120	Vanguard Investments Australia, Ltd.	$14.6M	49,145	—	no prior
121	HUTCHINSON CAPITAL MANAGEMENT/CA	$14.0M	46,974	−716	trim
122	PRUDENTIAL FINANCIAL INC	$13.9M	46,673	+18,070	add
123	Asset Management One Co., Ltd.	$12.8M	42,853	+17,566	add
124	APG Asset Management N.V.	$12.7M	49,022	+14,722	add
125	KLP KAPITALFORVALTNING AS	$12.5M	42,048	+21,096	add
126	DANSKE BANK A/S	$12.4M	41,749	−34,890	trim
127	Robeco Institutional Asset Management B.V.	$12.3M	41,356	+15,415	add
128	CIBC Bancorp USA Inc.	$12.3M	41,308	—	no prior
129	ROYAL LONDON ASSET MANAGEMENT LTD	$12.1M	40,743	+17,941	add
130	NUANCE INVESTMENTS, LLC	$12.1M	40,500	+39,919	add
131	PFM Health Sciences, LP	$11.8M	39,763	−3,445	trim
132	PRIMECAP MANAGEMENT CO/CA/	$11.6M	38,847	−200	trim
133	JENSEN INVESTMENT MANAGEMENT INC	$11.5M	38,766	+30	add
134	LGT Group Foundation	$11.5M	38,760	+21,605	add
135	NISA INVESTMENT ADVISORS, LLC	$11.3M	37,979	+9,126	add
136	M&G Plc	$11.1M	37,326	+37,326	new
137	Quilter Plc	$11.1M	37,272	+2,930	add
138	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$10.4M	34,880	+20,247	add
139	TORONTO DOMINION BANK	$10.2M	34,090	+7,212	add
140	Willis Investment Counsel	$9.9M	33,380	+236	add
141	State of New Jersey Common Pension Fund D	$9.9M	33,363	+13,345	add
142	Baird Financial Group, Inc.	$9.8M	32,914	+32,914	new
143	Schonfeld Strategic Advisors LLC	$9.6M	32,254	+11,791	add
144	EXCHANGE TRADED CONCEPTS, LLC	$9.6M	32,082	+31,323	add
145	Lansforsakringar Fondforvaltning AB (publ)	$9.5M	31,874	+12,231	add
146	NATIONAL BANK OF CANADA /FI/	$9.2M	31,029	−15,712	trim
147	Resona Asset Management Co.,Ltd.	$9.2M	31,097	+11,967	add
148	Groupe la Francaise	$9.2M	31,009	+31,009	new
149	Hudson Bay Capital Management LP	$8.9M	30,000	+30,000	new
150	LEVIN CAPITAL STRATEGIES, L.P.	$8.8M	29,535	+29,535	new
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$8.8M	29,424	+11,499	add
152	Cerity Partners LLC	$8.7M	29,112	+18,708	add
153	PARTHENON LLC	$8.6M	29,003	−95	trim
154	Auto-Owners Insurance Co	$8.5M	28,387	+28,387	new
155	Tredje AP-fonden	$8.3M	28,038	+18,883	add
156	Arizona State Retirement System	$8.0M	26,733	+10,372	add
157	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.0M	26,719	+10,522	add
158	Czech National Bank	$8.0M	26,711	+11,013	add
159	Daiwa Securities Group Inc.	$7.9M	26,594	+13,871	add
160	CREDIT AGRICOLE S A	$7.9M	26,569	+20,251	add
161	Parkman Healthcare Partners LLC	$7.9M	26,447	−15,452	trim
162	Swiss Life Asset Management Ltd	$7.8M	26,328	+7,650	add
163	TD Waterhouse Canada Inc.	$7.7M	25,670	+15,929	add
164	Candriam S.C.A.	$7.7M	25,766	+19,232	add
165	Creative Planning	$7.5M	25,205	+14,046	add
166	CACTI ASSET MANAGEMENT LLC	$7.4M	24,857	+24,357	add
167	CIBC Asset Management Inc	$7.3M	24,543	+10,175	add
168	Evelyn Partners Asset Management Ltd	$7.3M	24,518	+347	add
169	MetLife Investment Management, LLC	$7.2M	24,324	+8,550	add
170	STOREBRAND ASSET MANAGEMENT AS	$7.0M	23,339	—	no prior
171	LBP AM SA	$6.9M	23,238	+20,354	add
172	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.8M	22,846	+8,998	add
173	USS Investment Management Ltd	$6.7M	22,657	+2,420	add
174	FIL Ltd	$6.5M	21,965	+19,315	add
175	BALDWIN WEALTH PARTNERS LLC/MA	$6.4M	21,630	−1,167	trim
176	FIFTH THIRD BANCORP	$6.4M	21,383	+19,227	add
177	Leith Wheeler Investment Counsel Ltd.	$6.4M	21,335	+21,335	new
178	GHP Investment Advisors, Inc.	$6.3M	21,014	−516	trim
179	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$6.2M	20,893	+13,540	add
180	Retirement Systems of Alabama	$6.2M	20,827	+8,162	add
181	Boussard & Gavaudan Investment Management LLP	$6.2M	20,845	+20,845	new
182	Mirae Asset Global Investments Co., Ltd.	$6.2M	20,729	+9,507	add
183	DnB Asset Management AS	$6.1M	20,561	+8,309	add
184	Morningstar Investment Management LLC	$6.1M	20,445	+7,538	add
185	XPONANCE LLC	$6.0M	20,267	+8,191	add
186	Aquatic Capital Management LLC	$6.0M	20,055	+3,076	add
187	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.9M	19,691	−1,404	trim
188	Allianz Asset Management GmbH	$5.8M	19,552	+14,632	add
189	Tidal Investments LLC	$5.8M	19,406	+12,935	add
190	Sequoia Financial Advisors, LLC	$5.7M	19,215	+765	add
191	Verition Fund Management LLC	$5.7M	19,028	+17,221	add
192	IFM Investors Pty Ltd	$5.6M	18,883	+7,581	add
193	SEB Asset Management AB	$5.6M	18,861	—	no prior
194	D.A. DAVIDSON & CO.	$5.3M	17,953	+14,709	add
195	COMMONWEALTH EQUITY SERVICES, LLC	$5.1M	17,199	+8,443	add
196	CORTLAND ASSOCIATES INC/MO	$5.1M	17,023	+17,023	new
197	HEADINVEST, LLC	$5.1M	16,970	−374	trim
198	ASR Vermogensbeheer N.V.	$5.0M	16,768	+4,674	add
199	Evelyn Partners Investment Management Services Ltd	$5.0M	16,715	−441	trim
200	NATIXIS	$4.9M	16,488	+1,487	add
201	Crossmark Global Holdings, Inc.	$4.8M	16,196	—	no prior
202	Utah Retirement Systems	$4.8M	15,974	+6,186	add
203	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.7M	15,843	+8,066	add
204	OSAIC HOLDINGS, INC.	$4.6M	15,609	+6,489	add
205	DELTA ASSET MANAGEMENT LLC/TN	$4.6M	15,309	+15,309	new
206	Corient Private Wealth LLC	$4.5M	15,443	−29,106	trim
207	ProShare Advisors LLC	$4.5M	15,005	+3,039	add
208	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.4M	15,833	+2,466	add
209	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.3M	14,591	+5,945	add
210	COMMERCE BANK	$4.3M	14,456	+5,422	add
211	Aviso Financial Inc.	$4.3M	14,412	+2,308	add
212	Rakuten Investment Management, Inc.	$4.3M	14,569	+6,738	add
213	Capital Investment Counsel, LLC	$4.2M	14,199	+48	add
214	INVESTMENT HOUSE LLC	$4.2M	14,013	−70	trim
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.1M	13,732	+5,449	add
216	BANK OF NOVA SCOTIA	$4.1M	13,658	+3,809	add
217	Elo Mutual Pension Insurance Co	$4.1M	13,629	+13,629	new
218	NEOS Investment Management LLC	$4.0M	13,562	+7,987	add
219	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.0M	13,552	+3,005	add
220	GUARDCAP ASSET MANAGEMENT Ltd	$4.0M	10,225	−520,429	trim
221	HighTower Advisors, LLC	$4.0M	13,356	+2,778	add
222	J. Goldman & Co LP	$4.0M	13,293	+13,293	new
223	TWO SIGMA INVESTMENTS, LP	$3.9M	13,174	+4,947	add
224	Cetera Investment Advisers	$3.9M	13,097	+7,172	add
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.9M	12,977	+5,216	add
226	Jones Kertz & Associates, Inc.	$3.8M	12,763	−45	trim
227	HEARTLAND ADVISORS INC	$3.7M	12,461	+12,461	new
228	Jain Global LLC	$3.7M	12,409	−68,303	trim
229	MCRAE CAPITAL MANAGEMENT INC	$3.6M	12,218	+12,218	new
230	TRILLIUM ASSET MANAGEMENT, LLC	$3.6M	11,492	−160	trim
231	Eurizon Capital SGR S.p.A.	$3.6M	12,098	+12,098	new
232	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.5M	11,739	−5,947	trim
233	DUDLEY & SHANLEY, INC.	$3.5M	11,720	+11,720	new
234	Coleford Investment Management Ltd.	$3.5M	11,668	+11,668	new
235	AVITY INVESTMENT MANAGEMENT INC.	$3.4M	11,441	+11,441	new
236	Vanguard Personalized Indexing Management, LLC	$3.4M	11,268	+2,976	add
237	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	11,266	+4,446	add
238	TRUIST FINANCIAL CORP	$3.2M	10,870	+3,470	add
239	OMERS ADMINISTRATION Corp	$3.2M	10,652	+3,239	add
240	PINNACLE ASSOCIATES LTD	$3.1M	10,506	+2,898	add
241	FIRST MANHATTAN CO. LLC.	$3.1M	10,473	+2,744	add
242	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.1M	10,413	+4,031	add
243	UniSuper Management Pty Ltd	$3.1M	10,309	+3,348	add
244	Wilmington Savings Fund Society, FSB	$3.0M	10,207	+10,034	add
245	BLAIR WILLIAM & CO/IL	$3.0M	10,204	+4,379	add
246	Arvin Capital Management LP	$3.0M	10,174	+10,174	new
247	HM PAYSON & CO	$3.0M	10,097	+5,581	add
248	Glenview Trust Co	$3.0M	10,091	+2,754	add
249	OP Asset Management Ltd	$3.0M	10,053	—	no prior
250	M&T BANK CORP	$3.0M	10,052	+5,833	add
251	LEAVELL INVESTMENT MANAGEMENT, INC.	$3.0M	10,004	+798	add
252	Y-Intercept (Hong Kong) Ltd	$3.0M	9,938	+7,263	add
253	Dynamic Advisor Solutions LLC	$2.9M	9,881	+459	add
254	Varma Mutual Pension Insurance Co	$2.9M	9,869	+9,869	new
255	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.9M	9,729	+1,622	add
256	ASSETMARK, INC	$2.9M	9,645	+7,860	add
257	YOUSIF CAPITAL MANAGEMENT, LLC	$2.8M	9,346	+3,432	add
258	BECKER CAPITAL MANAGEMENT INC	$2.8M	9,315	+6,563	add
259	Pathstone Holdings, LLC	$2.7M	9,188	+4,091	add
260	Linscomb Wealth, Inc.	$2.6M	8,796	−558	trim
261	Savant Capital, LLC	$2.6M	8,566	+7,893	add
262	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.5M	8,540	+5,010	add
263	Ethic Inc.	$2.5M	8,496	+2,728	add
264	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$2.5M	8,267	−205	trim
265	ODDO BHF ASSET MANAGEMENT SAS	$2.4M	8,193	+343	add
266	Calamos Advisors LLC	$2.4M	8,061	+8,061	new
267	Empowered Funds, LLC	$2.4M	7,958	+7,958	new
268	FIGURE 8 INVESTMENT STRATEGIES LLC	$2.4M	7,925	+174	add
269	Kintegral Advisory, LLC	$2.3M	7,885	+488	add
270	Mariner, LLC	$2.3M	7,884	+7,884	new
271	NS Partners Ltd	$2.3M	7,858	+7,858	new
272	MERCER GLOBAL ADVISORS INC /ADV	$2.3M	7,732	+2,636	add
273	1832 Asset Management L.P.	$2.3M	7,712	+7,712	new
274	BAHL & GAYNOR INC	$2.3M	7,658	+7,658	new
275	MACQUARIE GROUP LTD	$2.3M	7,641	−1,935	trim
276	Private Advisor Group, LLC	$2.3M	7,602	+1,740	add
277	WELCH & FORBES LLC	$2.3M	7,601	+3,863	add
278	Argyle Capital Management, LLC	$2.3M	7,595	+45	add
279	Wealthfront Advisers LLC	$2.3M	7,593	+815	add
280	Rafferty Asset Management, LLC	$2.3M	7,577	+1,167	add
281	JPL Wealth Management, LLC	$2.2M	7,531	−175	trim
282	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.2M	7,542	+2,571	add
283	ELWOOD CAPITAL PARTNERS LP	$2.2M	7,500	+7,500	new
284	CWM, LLC	$2.2M	7,433	+2,959	add
285	BROWN ADVISORY INC	$2.2M	7,403	+1,180	add
286	Bank Julius Baer & Co. Ltd, Zurich	$2.2M	7,376	−25,759	trim
287	Cannell & Spears LLC	$2.2M	7,238	+596	add
288	Hardman Johnston Global Advisors LLC	$2.2M	7,226	+7,226	new
289	Northside Capital Management, LLC	$2.1M	6,975	+6,975	new
290	World Investment Advisors	$2.1M	6,968	+404	add
291	US BANCORP \DE\	$2.1M	6,947	+4,746	add
292	GUGGENHEIM CAPITAL LLC	$2.0M	6,883	+5,509	add
293	&PARTNERS	$2.0M	6,802	+1,948	add
294	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	6,637	+1,886	add
295	Metis Global Partners, LLC	$2.0M	6,621	+1,248	add
296	Foguth Wealth Management, LLC.	$2.0M	5,129	+15	add
297	Edgestream Partners, L.P.	$1.9M	6,541	+4,795	add
298	Lafayette Investments, Inc.	$1.9M	6,421	−338	trim
299	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.9M	6,410	+6,410	new
300	Orion Porfolio Solutions, LLC	$1.9M	6,364	−65	trim
301	Rempart Asset Management Inc.	$1.9M	6,291	+6,291	new
302	NICHOLS & PRATT ADVISERS LLP /MA	$1.9M	6,254	−447	trim
303	Pacific Capital Partners Ltd	$1.8M	6,141	+6,141	new
304	KANAWHA CAPITAL MANAGEMENT LLC	$1.8M	6,100	+6,100	new
305	Generali Asset Management SPA SGR	$1.8M	5,938	+5,938	new
306	Avanza Fonder AB	$1.8M	5,935	+1,624	add
307	MIZUHO SECURITIES USA LLC	$1.8M	5,929	+1,594	add
308	Bryn Mawr Trust Advisors, LLC	$1.8M	5,914	+5,914	new
309	PARSONS CAPITAL MANAGEMENT INC/RI	$1.8M	5,882	+555	add
310	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	5,776	+5,776	new
311	CANADA PENSION PLAN INVESTMENT BOARD	$1.7M	5,767	+3,997	add
312	Norinchukin Bank, The	$1.7M	5,677	+2,239	add
313	S-Bank Fund Management Ltd	$1.7M	5,676	+4,421	add
314	HARTFORD INVESTMENT MANAGEMENT CO	$1.7M	5,623	+2,175	add
315	Foyston, Gordon & Payne Inc	$1.7M	5,621	+5,621	new
316	MAI Capital Management	$1.7M	5,557	+3,386	add
317	B. Metzler seel. Sohn & Co. AG	$1.6M	5,501	+2,362	add
318	Palisade Asset Management, LLC	$1.6M	5,336	+5,336	new
319	Federation des caisses Desjardins du Quebec	$1.6M	5,336	+2,328	add
320	Summit Trail Advisors, LLC	$1.6M	5,300	+2,408	add
321	AG2R LA MONDIALE GESTION D'ACTIFS	$1.6M	5,232	+1,624	add
322	BRADLEY FOSTER & SARGENT INC/CT	$1.5M	5,141	+770	add
323	Third View Private Wealth, LLC	$1.5M	5,045	+3,638	add
324	Rockefeller Capital Management L.P.	$1.5M	4,996	+2,245	add
325	NEW ENGLAND ASSET MANAGEMENT INC	$1.5M	4,956	+4,956	new
326	Maryland State Retirement & Pension System	$1.5M	4,943	+1,914	add
327	Vontobel Holding Ltd.	$1.5M	4,926	+4,190	add
328	NORTH STAR ASSET MANAGEMENT INC	$1.5M	4,925	+35	add
329	Hamrick Investment Counsel, llc	$1.5M	4,904	—	no prior
330	MML INVESTORS SERVICES, LLC	$1.5M	4,900	−7,769	trim
331	Timber Creek Capital Management LLC	$1.4M	4,853	+4,853	new
332	Banque Cantonale Vaudoise	$1.4M	4,839	+545	add
333	Mondrian Investment Partners LTD	$1.4M	4,731	+259	add
334	CI INVESTMENTS INC.	$1.4M	4,575	+489	add
335	Laird Norton Wetherby Trust Company, LLC	$1.4M	4,561	+883	add
336	Eos Management, L.P.	$1.3M	4,525	−11,529	trim
337	Marks Group Wealth Management, Inc	$1.3M	4,481	+3,428	add
338	E. Ohman J:or Asset Management AB	$1.3M	4,385	+1,861	add
339	M. Kulyk & Associates, LLC	$1.3M	4,373	+4,373	new
340	Sanctuary Advisors, LLC	$1.3M	4,347	+3,249	add
341	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	4,296	+2,032	add
342	TEMA ETFS LLC	$1.3M	4,284	−471	trim
343	Cardinal Capital Management	$1.3M	4,239	+4,239	new
344	Haverford Trust Co	$1.3M	4,216	+4,216	new
345	HB Wealth Management, LLC	$1.3M	4,198	+2,614	add
346	one8zero8, LLC	$1.2M	4,166	−37	trim
347	Apollon Wealth Management, LLC	$1.2M	4,065	+453	add
348	Patriot Financial Group Insurance Agency, LLC	$1.2M	4,044	+4,044	new
349	MUFG Securities EMEA plc	$1.2M	4,034	+1,591	add
350	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	4,023	+1,090	add
351	FORA Capital, LLC	$1.2M	4,023	+4,023	new
352	EARNEST PARTNERS LLC	$1.2M	4,000	+4,000	new
353	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	4,000	+2,224	add
354	ARMSTRONG HENRY H ASSOCIATES INC	$1.2M	3,952	−189	trim
355	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	3,876	+2,056	add
356	MATHER GROUP, LLC.	$1.1M	3,847	+553	add
357	OPPENHEIMER & CO INC	$1.1M	3,820	+1,004	add
358	ABSHER WEALTH MANAGEMENT, LLC	$1.1M	3,783	+1,291	add
359	Illinois Municipal Retirement Fund	$1.1M	3,780	+398	add
360	Vinva Investment Management Ltd	$1.1M	3,805	+3,805	new
361	Atria Investments, Inc	$1.1M	3,705	+1,726	add
362	NewEdge Advisors, LLC	$1.1M	3,654	+3,654	new
363	AZZAD ASSET MANAGEMENT INC /ADV	$1.1M	3,630	+1,514	add
364	Saudi Central Bank	$1.1M	3,630	+3,630	new
365	Union Bancaire Privee, UBP SA	$1.1M	4,237	−67	trim
366	WASHINGTON CAPITAL MANAGEMENT, INC	$1.1M	3,600	+3,600	new
367	First Nebraska Trust Co	$1.1M	3,588	—	no prior
368	BURNEY CO/	$1.1M	3,555	−400	trim
369	BROWN, LISLE/CUMMINGS, INC.	$1.0M	3,523	+78	add
370	Ally Financial Inc.	$1.0M	3,518	+3,518	new
371	CIBC WORLD MARKET INC.	$1.0M	3,511	−3,419	trim
372	Onex Canada Asset Management Inc.	$1.0M	3,388	+3,388	new
373	Empirical Finance, LLC	$998K	3,351	+1,314	add
374	Vident Advisory, LLC	$970K	3,256	+1,859	add
375	Waverly Advisors, LLC	$966K	3,244	+832	add
376	SUVRETTA CAPITAL MANAGEMENT, LLC	$960K	3,225	+75	add
377	PARK NATIONAL CORP /OH/	$949K	3,187	+3,187	new
378	Ramsay, Stattman, Vela & Price, Inc.	$942K	3,162	+3,162	new
379	Diversified Trust Co	$934K	3,138	+341	add
380	Millstone Evans Group, LLC	$933K	3,133	+26	add
381	BRIDGES INVESTMENT MANAGEMENT INC	$923K	3,098	+3,098	new
382	QUADRANT CAPITAL GROUP LLC	$911K	3,060	+1,059	add
383	JOHNSON INVESTMENT COUNSEL INC	$909K	3,051	+1,896	add
384	FULTON BANK, N.A.	$906K	3,043	−31	trim
385	Kestra Advisory Services, LLC	$904K	3,036	+843	add
386	LaFleur & Godfrey LLC	$900K	3,022	−307	trim
387	MISSION WEALTH MANAGEMENT, LP	$900K	3,021	+209	add
388	Manchester Capital Management LLC	$895K	3,004	+2,304	add
389	Advisors Asset Management, Inc.	$886K	2,975	−243	trim
390	Walleye Capital LLC	$884K	2,969	+2,969	new
391	QRG CAPITAL MANAGEMENT, INC.	$882K	2,963	−279	trim
392	VEGA INVESTMENT SOLUTIONS	$881K	2,960	−94	trim
393	XTX Topco Ltd	$881K	2,958	−1,661	trim
394	Lido Advisors, LLC	$875K	2,937	+1,079	add
395	Invst, LLC	$873K	2,932	+2,932	new
396	IMC-Chicago, LLC	$873K	2,931	+2,931	new
397	Man Group plc	$862K	2,896	−15,369	trim
398	Violich Capital Management, Inc.	$859K	2,886	+2,886	new
399	NOVEM GROUP	$857K	2,879	+176	add
400	Fieldview Capital Management, LLC	$855K	2,872	+2,872	new
401	North Dakota State Investment Board	$845K	2,839	+797	add
402	ATWOOD & PALMER INC	$836K	2,807	+2,807	new
403	OFI INVEST ASSET MANAGEMENT	$823K	2,763	+1,718	add
404	MUFG SECURITIES AMERICAS INC.	$808K	2,714	+1,110	add
405	ARS Wealth Advisors Group, LLC	$807K	2,709	+2,709	new
406	FIDUCIARY TRUST CO	$806K	2,706	+2,128	add
407	SECURIAN ASSET MANAGEMENT, INC	$803K	2,698	+1,054	add
408	Dakota Wealth Management	$790K	2,651	+2,651	new
409	EagleClaw Capital Managment, LLC	$789K	2,650	+2,650	new
410	COLDSTREAM CAPITAL MANAGEMENT INC	$778K	2,613	+260	add
411	Squarepoint Ops LLC	$776K	2,607	+1,020	add
412	Dai-ichi Life Insurance Company, Ltd	$773K	2,596	+878	add
413	Aberdeen Wealth Management LLC	$759K	2,548	+51	add
414	GATEWAY INVESTMENT ADVISERS LLC	$753K	2,527	+515	add
415	Sterling Capital Management LLC	$745K	2,503	+596	add
416	Silver Lake Advisory, LLC	$740K	2,486	+2,486	new
417	Avidian Wealth Enterprises, LLC	$727K	2,442	+2,442	new
418	GUYASUTA INVESTMENT ADVISORS INC	$724K	2,431	+2,431	new
419	BENJAMIN EDWARDS INC	$723K	2,429	+1,611	add
420	Lombard Odier Asset Management (Switzerland) SA	$717K	2,407	+2,407	new
421	Arnhold LLC	$717K	2,407	+2,407	new
422	AUXIER ASSET MANAGEMENT LLC	$715K	2,401	+2,401	new
423	Marshall Financial Group, LLC	$707K	2,375	+148	add
424	TWO SIGMA SECURITIES, LLC	$707K	2,373	+2,373	new
425	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$706K	2,371	+2,211	add
426	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$699K	2,348	+1,817	add
427	KESTRA PRIVATE WEALTH SERVICES, LLC	$699K	2,346	+371	add
428	WESTPORT ASSET MANAGEMENT INC	$696K	2,338	+2,338	new
429	NEEDHAM INVESTMENT MANAGEMENT LLC	$675K	2,266	+2,266	new
430	Mengis Capital Management, Inc.	$673K	2,260	+10	add
431	Winthrop Partners - WNY, LLC	$672K	2,255	+178	add
432	Plato Investment Management Ltd	$670K	2,248	+1,553	add
433	Ballentine Partners, LLC	$670K	2,249	+167	add
434	Allworth Financial LP	$668K	2,243	+1,973	add
435	Fisher Funds Management LTD	$667K	2,239	+2,239	new
436	Great Diamond Partners, LLC	$664K	2,229	0	no change
437	Long Road Investment Counsel, LLC	$661K	2,219	+2,219	new
438	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$660K	2,217	+202	add
439	JB Capital LLC	$652K	2,189	+2,189	new
440	SCOTIA CAPITAL INC.	$649K	2,179	+2,179	new
441	Siemens Fonds Invest GmbH	$646K	2,168	+1,353	add
442	PRUDENTIAL PLC	$644K	2,164	+929	add
443	JANE STREET GROUP, LLC	$641K	2,153	−57,968	trim
444	Callan Family Office, LLC	$631K	2,119	+832	add
445	TOTH FINANCIAL ADVISORY CORP	$620K	2,081	+2,081	new
446	CUTLER INVESTMENT COUNSEL LLC	$617K	2,073	+2,073	new
447	Beacon Pointe Advisors, LLC	$605K	2,032	+998	add
448	Aptus Capital Advisors, LLC	$603K	2,025	+778	add
449	RWA WEALTH PARTNERS, LLC	$602K	2,021	+2,021	new
450	Phoenix Financial Ltd.	$594K	1,995	+481	add
451	PFG Investments, LLC	$580K	1,948	+364	add
452	Meeder Advisory Services, Inc.	$573K	1,924	+312	add
453	ARQ WEALTH ADVISORS, LLC	$572K	1,920	+1,920	new
454	SFE Investment Counsel	$570K	1,913	+1,913	new
455	DAVENPORT & Co LLC	$569K	1,910	+1,910	new
456	ROMANO BROTHERS AND COMPANY	$567K	1,905	+1,905	new
457	Global X Japan Co., Ltd.	$565K	1,897	+112	add
458	Blueshift Asset Management, LLC	$563K	1,892	+1,892	new
459	CHOREO, LLC	$563K	1,890	+892	add
460	EXENCIAL WEALTH ADVISORS, LLC	$561K	1,883	+202	add
461	Circle Wealth Management, LLC	$560K	1,882	+1,882	new
462	WESTPAC BANKING CORP	$555K	1,864	+1,243	add
463	GRANDFIELD & DODD, LLC	$546K	1,834	+253	add
464	Generali Investments, Management Co LLC	$545K	1,830	+719	add
465	Marex Group Ltd	$545K	1,829	+628	add
466	LETSON INVESTMENT MANAGEMENT, INC.	$540K	1,812	+1,812	new
467	Brevan Howard Capital Management LP	$538K	1,807	−12,441	trim
468	Pinnacle Wealth Management Advisory Group, LLC	$534K	1,793	+42	add
469	Sky Investment Group LLC	$532K	1,786	+1,786	new
470	FIRST NATIONAL BANK OF OMAHA	$528K	1,774	+1,774	new
471	Moors & Cabot, Inc.	$527K	1,769	+1,769	new
472	Avior Wealth Management, LLC	$523K	1,756	+1,756	new
473	Badgley Phelps Wealth Managers, LLC	$516K	1,734	+1,734	new
474	SHEETS SMITH WEALTH MANAGEMENT	$516K	1,733	+5	add
475	PRINCIPAL SECURITIES, INC.	$513K	1,724	+130	add
476	Marble Harbor Investment Counsel, LLC	$510K	1,711	+481	add
477	FOUNDERS FINANCIAL SECURITIES LLC	$497K	1,566	+1,566	new
478	Godshalk Welsh Capital Management, Inc.	$496K	1,665	+1,665	new
479	ELEVATION POINT WEALTH PARTNERS, LLC	$496K	1,665	+1,665	new
480	SevenBridge Financial Group, LLC	$495K	1,479	+479	add
481	BALYASNY ASSET MANAGEMENT L.P.	$493K	1,656	−183,470	trim
482	Hyperion Capital Advisors LP	$492K	1,653	+19	add
483	Snowden Capital Advisors LLC	$492K	1,653	+284	add
484	Brooklyn Investment Group	$489K	1,643	+596	add
485	MITCHELL MCLEOD PUGH & WILLIAMS INC	$489K	1,642	+353	add
486	LOWE BROCKENBROUGH & CO INC	$486K	1,632	+104	add
487	Scissortail Wealth Management, LLC	$485K	1,630	0	no change
488	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$485K	1,627	+1,626	add
489	EADS & HEALD WEALTH MANAGEMENT	$482K	1,620	+775	add
490	EVERGREEN CAPITAL MANAGEMENT LLC	$482K	1,618	+1,618	new
491	Investment Advisory Group, LLC	$476K	1,599	+39	add
492	GROUPAMA ASSET MANAGMENT	$470K	1,578	+935	add
493	Qsemble Capital Management, LP	$462K	1,550	−569	trim
494	Bragg Financial Advisors, Inc	$461K	1,547	+1,547	new
495	Lincoln Capital LLC	$457K	1,536	+1,536	new
496	PANAGORA ASSET MANAGEMENT INC	$456K	1,530	+836	add
497	GREENLEAF TRUST	$455K	1,529	+56	add
498	Brookstone Capital Management	$447K	1,502	+1,502	new
499	Sierra Legacy Group	$447K	1,500	−1,142	trim
500	Steward Partners Investment Advisory, LLC	$445K	1,494	+1,359	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WAT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 Kevin Hern R–OK-1, Tommy Tuberville R–AL $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Viking Global Investors, Gotham Asset Management $395M held
Trimming: 1 Fundsmith $957M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WATERS CORP

Merged timeline of congressional filings and notable-manager moves on WAT
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-05-15	Viking Global Investors 13F	new	+1,256,462 sh
2026-05-15	Gotham Asset Management 13F	add	+1,458 sh
2026-05-15	Fundsmith 13F	trim	−345,903 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed WAT — the congressional view ↗