Public record / Tickers / WAT

WAT — WATERS CORP /DE/

Both disclosure regimes on one name: who in Congress filed about WAT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
27
all PTR rows naming WAT
Members · 12m
5
3 buys · 3 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $1.0K–$15.0K

Sale · traded 2026-08-13 → filed 2026-09-01. Ranked over every WAT row by the provable lower bound, never a point estimate.

5 members · 3 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WAT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WAT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-13 +19d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-04-13Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 03-10 +34d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-18 +20d$1K–$15K
2026-03-18Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 02-13 +33d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 27 ↗

Members active in WAT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WAT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2
Kevin Hern R–OK-12−$15.0K to −$1.0K1
Thomas H. Kean, Jr. R–NJ-72−$30.0K to −$2.0K2
Debbie Dingell D–MI-61$02
Julia Letlow R–LA-51$1.0K to $15.0K2

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15Viking Global Investors 13Fnew+1,256,462 sh
2026-05-15Gotham Asset Management 13Fadd+1,458 sh
2026-05-15Fundsmith 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WAT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.5B1
2MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
5STATE STREET CORP$1.3B1
6Fundsmith LLP$957M1
7ALLIANCEBERNSTEIN L.P.$804M1
8GEODE CAPITAL MANAGEMENT, LLC$785M1
9Invesco Ltd.$646M1
10Janus Henderson Group Ltd.$488M1
11First Eagle Investment Management, LLC$469M1
12Mawer Investment Management Ltd.$418M1
13VIKING GLOBAL INVESTORS LP$374M1
14MORGAN STANLEY$364M1
15Veritas Asset Management LLP$358M1
16FUNDSMITH INVESTMENT SERVICES LTD.$327M1
17NORTHERN TRUST CORP$310M1
18D. E. Shaw & Co., Inc.$305M1
19PRINCIPAL FINANCIAL GROUP INC$304M1
20Holocene Advisors, LP$273M1
21BANK OF AMERICA CORP /DE/$251M1
22DIMENSIONAL FUND ADVISORS LP$243M1
23WELLINGTON MANAGEMENT GROUP LLP$242M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$237M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$230M1
26FRANKLIN RESOURCES INC$211M1
27AMERIPRISE FINANCIAL INC$207M1
28Legal & General Group Plc$204M1
29UBS Group AG$191M1
30VANGUARD FIDUCIARY TRUST CO$166M1
31DEUTSCHE BANK AG\$160M1
32Artisan Partners Limited Partnership$159M1
33Bank of New York Mellon Corp$158M1
34MANUFACTURERS LIFE INSURANCE COMPANY, THE$156M1
35FMR LLC$150M1
36Allspring Global Investments Holdings, LLC$147M1
37VOYA INVESTMENT MANAGEMENT LLC$145M1
38Clearbridge Investments, LLC$142M1
39Focus Partners Wealth$141M1
40Findlay Park Partners LLP$139M1
41HSBC HOLDINGS PLC$138M1
42BECK MACK & OLIVER LLC$129M1
43Amundi$129M1
44LONDON CO OF VIRGINIA$106M1
45Point72 Asset Management, L.P.$106M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$94.2M1
47FIRST TRUST ADVISORS LP$90.3M1
48HARRIS ASSOCIATES L P$86.0M1
49Swiss National Bank$85.9M1
50Champlain Investment Partners, LLC$83.3M1
51Nuveen, LLC$82.7M1
52Madison Asset Management, LLC$81.2M1
53COOKE & BIELER LP$80.1M1
54First Pacific Advisors, LP$79.7M1
55TD ASSET MANAGEMENT INC$79.4M1
56NORDEA INVESTMENT MANAGEMENT AB$78.9M1
57LPL Financial LLC$75.6M1
58AMERICAN CENTURY COMPANIES INC$70.1M1
59ROYAL BANK OF CANADA$68.2M1
60Mitsubishi UFJ Asset Management Co., Ltd.$66.9M1
61Epoch Investment Partners, Inc.$66.8M1
62Sumitomo Mitsui Trust Group, Inc.$66.5M1
63Vanguard Global Advisers, LLC$63.8M1
64CITADEL ADVISORS LLC$62.1M1
65Meridiem Capital Partners LP$61.9M1
66WELLS FARGO & COMPANY/MN$61.8M1
67BRISTOL JOHN W & CO INC /NY/$59.4M1
68SEI INVESTMENTS CO$58.8M1
69STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$56.5M1
70MILLENNIUM MANAGEMENT LLC$55.1M1
71Newport Trust Company, LLC$54.8M1
72BARCLAYS PLC$53.8M1
73VANGUARD ASSET MANAGEMENT, Ltd$50.5M1
74National Pension Service$49.8M1
75ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.3M1
76MACKENZIE FINANCIAL CORP$43.5M1
77Robeco Schweiz AG$43.1M1
78CITIGROUP INC$42.9M1
79CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$41.2M1
80BLI - Banque de Luxembourg Investments$38.1M1
81FULLER & THALER ASSET MANAGEMENT, INC.$37.8M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$37.5M1
83Aberdeen Group plc$37.4M1
84ENVESTNET ASSET MANAGEMENT INC$35.6M1
85RAYMOND JAMES FINANCIAL INC$34.3M1
86AustralianSuper Pty Ltd$32.9M1
87Assenagon Asset Management S.A.$32.5M1
88Woodline Partners LP$32.1M1
89BNP Paribas Asset Management Holding S.A.$30.5M1
90Vestal Point Capital, LP$29.8M1
91NOMURA ASSET MANAGEMENT CO LTD$29.3M1
92BANK OF MONTREAL /CAN/$27.8M1
93Empyrean Capital Partners, LP$27.4M1
94ADAGE CAPITAL PARTNERS GP, L.L.C.$26.2M1
95AVIVA PLC$25.1M1
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.7M1
97Smith Group Asset Management, LLC$23.1M1
98Quantinno Capital Management LP$21.7M1
99EVERETT HARRIS & CO /CA/$21.4M1
100Gotham Asset Management, LLC$21.3M1
101BRANDES INVESTMENT PARTNERS, LP$20.7M1
102Investment Management Corp of Ontario$20.6M1
103Swedbank AB$19.9M1
104MILFORD FUNDS LTD$19.9M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$19.8M1
106NEW YORK STATE COMMON RETIREMENT FUND$18.3M1
107Northwest & Ethical Investments L.P.$17.9M1
108Ensign Peak Advisors, Inc$17.9M1
109Osmosis Investment Management UK Ltd$17.4M1
110CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$17.2M1
111STIFEL FINANCIAL CORP$16.2M1
112Mitsubishi UFJ Trust & Banking Corp$16.1M1
113Pictet Asset Management Holding SA$15.8M1
114STATE OF WISCONSIN INVESTMENT BOARD$15.7M1
115GLENMEDE TRUST CO NA$15.7M1
116Korea Investment CORP$15.4M1
117AQR CAPITAL MANAGEMENT LLC$15.3M1
118Chevy Chase Trust Holdings, LLC$14.7M1
119VICTORY CAPITAL MANAGEMENT INC$14.6M1
120Vanguard Investments Australia, Ltd.$14.6M1
121HUTCHINSON CAPITAL MANAGEMENT/CA$14.0M1
122PRUDENTIAL FINANCIAL INC$13.9M1
123Asset Management One Co., Ltd.$12.8M1
124APG Asset Management N.V.$12.7M1
125KLP KAPITALFORVALTNING AS$12.5M1
126DANSKE BANK A/S$12.4M1
127Robeco Institutional Asset Management B.V.$12.3M1
128CIBC Bancorp USA Inc.$12.3M1
129ROYAL LONDON ASSET MANAGEMENT LTD$12.1M1
130NUANCE INVESTMENTS, LLC$12.1M1
131PFM Health Sciences, LP$11.8M1
132PRIMECAP MANAGEMENT CO/CA/$11.6M1
133JENSEN INVESTMENT MANAGEMENT INC$11.5M1
134LGT Group Foundation$11.5M1
135NISA INVESTMENT ADVISORS, LLC$11.3M1
136M&G Plc$11.1M1
137Quilter Plc$11.1M1
138FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.4M1
139TORONTO DOMINION BANK$10.2M1
140Willis Investment Counsel$9.9M1
141State of New Jersey Common Pension Fund D$9.9M1
142Baird Financial Group, Inc.$9.8M1
143Schonfeld Strategic Advisors LLC$9.6M1
144EXCHANGE TRADED CONCEPTS, LLC$9.6M1
145Lansforsakringar Fondforvaltning AB (publ)$9.5M1
146NATIONAL BANK OF CANADA /FI/$9.2M1
147Resona Asset Management Co.,Ltd.$9.2M1
148Groupe la Francaise$9.2M1
149Hudson Bay Capital Management LP$8.9M1
150LEVIN CAPITAL STRATEGIES, L.P.$8.8M1
151PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.8M1
152Cerity Partners LLC$8.7M1
153PARTHENON LLC$8.6M1
154Auto-Owners Insurance Co$8.5M1
155Tredje AP-fonden$8.3M1
156Arizona State Retirement System$8.0M1
157STATE OF MICHIGAN RETIREMENT SYSTEM$8.0M1
158Czech National Bank$8.0M1
159Daiwa Securities Group Inc.$7.9M1
160CREDIT AGRICOLE S A$7.9M1
161Parkman Healthcare Partners LLC$7.9M1
162Swiss Life Asset Management Ltd$7.8M1
163TD Waterhouse Canada Inc.$7.7M1
164Candriam S.C.A.$7.7M1
165Creative Planning$7.5M1
166CACTI ASSET MANAGEMENT LLC$7.4M1
167CIBC Asset Management Inc$7.3M1
168Evelyn Partners Asset Management Ltd$7.3M1
169MetLife Investment Management, LLC$7.2M1
170STOREBRAND ASSET MANAGEMENT AS$7.0M1
171LBP AM SA$6.9M1
172COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.8M1
173USS Investment Management Ltd$6.7M1
174FIL Ltd$6.5M1
175BALDWIN WEALTH PARTNERS LLC/MA$6.4M1
176FIFTH THIRD BANCORP$6.4M1
177Leith Wheeler Investment Counsel Ltd.$6.4M1
178GHP Investment Advisors, Inc.$6.3M1
179HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.2M1
180Retirement Systems of Alabama$6.2M1
181Boussard & Gavaudan Investment Management LLP$6.2M1
182Mirae Asset Global Investments Co., Ltd.$6.2M1
183DnB Asset Management AS$6.1M1
184Morningstar Investment Management LLC$6.1M1
185XPONANCE LLC$6.0M1
186Aquatic Capital Management LLC$6.0M1
187SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.9M1
188Allianz Asset Management GmbH$5.8M1
189Tidal Investments LLC$5.8M1
190Sequoia Financial Advisors, LLC$5.7M1
191Verition Fund Management LLC$5.7M1
192IFM Investors Pty Ltd$5.6M1
193SEB Asset Management AB$5.6M1
194D.A. DAVIDSON & CO.$5.3M1
195COMMONWEALTH EQUITY SERVICES, LLC$5.1M1
196CORTLAND ASSOCIATES INC/MO$5.1M1
197HEADINVEST, LLC$5.1M1
198ASR Vermogensbeheer N.V.$5.0M1
199Evelyn Partners Investment Management Services Ltd$5.0M1
200NATIXIS$4.9M1
201Crossmark Global Holdings, Inc.$4.8M1
202Utah Retirement Systems$4.8M1
203PUBLIC SECTOR PENSION INVESTMENT BOARD$4.7M1
204OSAIC HOLDINGS, INC.$4.6M1
205DELTA ASSET MANAGEMENT LLC/TN$4.6M1
206Corient Private Wealth LLC$4.5M1
207ProShare Advisors LLC$4.5M1
208WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.4M1
209NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.3M1
210COMMERCE BANK$4.3M1
211Aviso Financial Inc.$4.3M1
212Rakuten Investment Management, Inc.$4.3M1
213Capital Investment Counsel, LLC$4.2M1
214INVESTMENT HOUSE LLC$4.2M1
215Sumitomo Mitsui DS Asset Management Company, Ltd$4.1M1
216BANK OF NOVA SCOTIA$4.1M1
217Elo Mutual Pension Insurance Co$4.1M1
218NEOS Investment Management LLC$4.0M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.0M1
220GUARDCAP ASSET MANAGEMENT Ltd$4.0M1
221HighTower Advisors, LLC$4.0M1
222J. Goldman & Co LP$4.0M1
223TWO SIGMA INVESTMENTS, LP$3.9M1
224Cetera Investment Advisers$3.9M1
225NISSAY ASSET MANAGEMENT CORP /JAPAN$3.9M1
226Jones Kertz & Associates, Inc.$3.8M1
227HEARTLAND ADVISORS INC$3.7M1
228Jain Global LLC$3.7M1
229MCRAE CAPITAL MANAGEMENT INC$3.6M1
230TRILLIUM ASSET MANAGEMENT, LLC$3.6M1
231Eurizon Capital SGR S.p.A.$3.6M1
232O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.5M1
233DUDLEY & SHANLEY, INC.$3.5M1
234Coleford Investment Management Ltd.$3.5M1
235AVITY INVESTMENT MANAGEMENT INC.$3.4M1
236Vanguard Personalized Indexing Management, LLC$3.4M1
237OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
238TRUIST FINANCIAL CORP$3.2M1
239OMERS ADMINISTRATION Corp$3.2M1
240PINNACLE ASSOCIATES LTD$3.1M1
241FIRST MANHATTAN CO. LLC.$3.1M1
242MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.1M1
243UniSuper Management Pty Ltd$3.1M1
244Wilmington Savings Fund Society, FSB$3.0M1
245BLAIR WILLIAM & CO/IL$3.0M1
246Arvin Capital Management LP$3.0M1
247HM PAYSON & CO$3.0M1
248Glenview Trust Co$3.0M1
249OP Asset Management Ltd$3.0M1
250M&T BANK CORP$3.0M1
251LEAVELL INVESTMENT MANAGEMENT, INC.$3.0M1
252Y-Intercept (Hong Kong) Ltd$3.0M1
253Dynamic Advisor Solutions LLC$2.9M1
254Varma Mutual Pension Insurance Co$2.9M1
255NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
256ASSETMARK, INC$2.9M1
257YOUSIF CAPITAL MANAGEMENT, LLC$2.8M1
258BECKER CAPITAL MANAGEMENT INC$2.8M1
259Pathstone Holdings, LLC$2.7M1
260Linscomb Wealth, Inc.$2.6M1
261Savant Capital, LLC$2.6M1
262LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
263Ethic Inc.$2.5M1
264MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$2.5M1
265ODDO BHF ASSET MANAGEMENT SAS$2.4M1
266Calamos Advisors LLC$2.4M1
267Empowered Funds, LLC$2.4M1
268FIGURE 8 INVESTMENT STRATEGIES LLC$2.4M1
269Kintegral Advisory, LLC$2.3M1
270Mariner, LLC$2.3M1
271NS Partners Ltd$2.3M1
272MERCER GLOBAL ADVISORS INC /ADV$2.3M1
2731832 Asset Management L.P.$2.3M1
274BAHL & GAYNOR INC$2.3M1
275MACQUARIE GROUP LTD$2.3M1
276Private Advisor Group, LLC$2.3M1
277WELCH & FORBES LLC$2.3M1
278Argyle Capital Management, LLC$2.3M1
279Wealthfront Advisers LLC$2.3M1
280Rafferty Asset Management, LLC$2.3M1
281JPL Wealth Management, LLC$2.2M1
282MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
283ELWOOD CAPITAL PARTNERS LP$2.2M1
284CWM, LLC$2.2M1
285BROWN ADVISORY INC$2.2M1
286Bank Julius Baer & Co. Ltd, Zurich$2.2M1
287Cannell & Spears LLC$2.2M1
288Hardman Johnston Global Advisors LLC$2.2M1
289Northside Capital Management, LLC$2.1M1
290World Investment Advisors$2.1M1
291US BANCORP \DE\$2.1M1
292GUGGENHEIM CAPITAL LLC$2.0M1
293&PARTNERS$2.0M1
294BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
295Metis Global Partners, LLC$2.0M1
296Foguth Wealth Management, LLC.$2.0M1
297Edgestream Partners, L.P.$1.9M1
298Lafayette Investments, Inc.$1.9M1
299TOCQUEVILLE ASSET MANAGEMENT L.P.$1.9M1
300Orion Porfolio Solutions, LLC$1.9M1
301Rempart Asset Management Inc.$1.9M1
302NICHOLS & PRATT ADVISERS LLP /MA$1.9M1
303Pacific Capital Partners Ltd$1.8M1
304KANAWHA CAPITAL MANAGEMENT LLC$1.8M1
305Generali Asset Management SPA SGR$1.8M1
306Avanza Fonder AB$1.8M1
307MIZUHO SECURITIES USA LLC$1.8M1
308Bryn Mawr Trust Advisors, LLC$1.8M1
309PARSONS CAPITAL MANAGEMENT INC/RI$1.8M1
310UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
311CANADA PENSION PLAN INVESTMENT BOARD$1.7M1
312Norinchukin Bank, The$1.7M1
313S-Bank Fund Management Ltd$1.7M1
314HARTFORD INVESTMENT MANAGEMENT CO$1.7M1
315Foyston, Gordon & Payne Inc$1.7M1
316MAI Capital Management$1.7M1
317B. Metzler seel. Sohn & Co. AG$1.6M1
318Palisade Asset Management, LLC$1.6M1
319Federation des caisses Desjardins du Quebec$1.6M1
320Summit Trail Advisors, LLC$1.6M1
321AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
322BRADLEY FOSTER & SARGENT INC/CT$1.5M1
323Third View Private Wealth, LLC$1.5M1
324Rockefeller Capital Management L.P.$1.5M1
325NEW ENGLAND ASSET MANAGEMENT INC$1.5M1
326Maryland State Retirement & Pension System$1.5M1
327Vontobel Holding Ltd.$1.5M1
328NORTH STAR ASSET MANAGEMENT INC$1.5M1
329Hamrick Investment Counsel, llc$1.5M1
330MML INVESTORS SERVICES, LLC$1.5M1
331Timber Creek Capital Management LLC$1.4M1
332Banque Cantonale Vaudoise$1.4M1
333Mondrian Investment Partners LTD$1.4M1
334CI INVESTMENTS INC.$1.4M1
335Laird Norton Wetherby Trust Company, LLC$1.4M1
336Eos Management, L.P.$1.3M1
337Marks Group Wealth Management, Inc$1.3M1
338E. Ohman J:or Asset Management AB$1.3M1
339M. Kulyk & Associates, LLC$1.3M1
340Sanctuary Advisors, LLC$1.3M1
341TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
342TEMA ETFS LLC$1.3M1
343Cardinal Capital Management$1.3M1
344Haverford Trust Co$1.3M1
345HB Wealth Management, LLC$1.3M1
346one8zero8, LLC$1.2M1
347Apollon Wealth Management, LLC$1.2M1
348Patriot Financial Group Insurance Agency, LLC$1.2M1
349MUFG Securities EMEA plc$1.2M1
350INTECH INVESTMENT MANAGEMENT LLC$1.2M1
351FORA Capital, LLC$1.2M1
352EARNEST PARTNERS LLC$1.2M1
353ABN AMRO INVESTMENT SOLUTIONS$1.2M1
354ARMSTRONG HENRY H ASSOCIATES INC$1.2M1
355KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
356MATHER GROUP, LLC.$1.1M1
357OPPENHEIMER & CO INC$1.1M1
358ABSHER WEALTH MANAGEMENT, LLC$1.1M1
359Illinois Municipal Retirement Fund$1.1M1
360Vinva Investment Management Ltd$1.1M1
361Atria Investments, Inc$1.1M1
362NewEdge Advisors, LLC$1.1M1
363AZZAD ASSET MANAGEMENT INC /ADV$1.1M1
364Saudi Central Bank$1.1M1
365Union Bancaire Privee, UBP SA$1.1M1
366WASHINGTON CAPITAL MANAGEMENT, INC$1.1M1
367First Nebraska Trust Co$1.1M1
368BURNEY CO/$1.1M1
369BROWN, LISLE/CUMMINGS, INC.$1.0M1
370Ally Financial Inc.$1.0M1
371CIBC WORLD MARKET INC.$1.0M1
372Onex Canada Asset Management Inc.$1.0M1
373Empirical Finance, LLC$998K1
374Vident Advisory, LLC$970K1
375Waverly Advisors, LLC$966K1
376SUVRETTA CAPITAL MANAGEMENT, LLC$960K1
377PARK NATIONAL CORP /OH/$949K1
378Ramsay, Stattman, Vela & Price, Inc.$942K1
379Diversified Trust Co$934K1
380Millstone Evans Group, LLC$933K1
381BRIDGES INVESTMENT MANAGEMENT INC$923K1
382QUADRANT CAPITAL GROUP LLC$911K1
383JOHNSON INVESTMENT COUNSEL INC$909K1
384FULTON BANK, N.A.$906K1
385Kestra Advisory Services, LLC$904K1
386LaFleur & Godfrey LLC$900K1
387MISSION WEALTH MANAGEMENT, LP$900K1
388Manchester Capital Management LLC$895K1
389Advisors Asset Management, Inc.$886K1
390Walleye Capital LLC$884K1
391QRG CAPITAL MANAGEMENT, INC.$882K1
392VEGA INVESTMENT SOLUTIONS$881K1
393XTX Topco Ltd$881K1
394Lido Advisors, LLC$875K1
395Invst, LLC$873K1
396IMC-Chicago, LLC$873K1
397Man Group plc$862K1
398Violich Capital Management, Inc.$859K1
399NOVEM GROUP$857K1
400Fieldview Capital Management, LLC$855K1
401North Dakota State Investment Board$845K1
402ATWOOD & PALMER INC$836K1
403OFI INVEST ASSET MANAGEMENT$823K1
404MUFG SECURITIES AMERICAS INC.$808K1
405ARS Wealth Advisors Group, LLC$807K1
406FIDUCIARY TRUST CO$806K1
407SECURIAN ASSET MANAGEMENT, INC$803K1
408Dakota Wealth Management$790K1
409EagleClaw Capital Managment, LLC$789K1
410COLDSTREAM CAPITAL MANAGEMENT INC$778K1
411Squarepoint Ops LLC$776K1
412Dai-ichi Life Insurance Company, Ltd$773K1
413Aberdeen Wealth Management LLC$759K1
414GATEWAY INVESTMENT ADVISERS LLC$753K1
415Sterling Capital Management LLC$745K1
416Silver Lake Advisory, LLC$740K1
417Avidian Wealth Enterprises, LLC$727K1
418GUYASUTA INVESTMENT ADVISORS INC$724K1
419BENJAMIN EDWARDS INC$723K1
420Lombard Odier Asset Management (Switzerland) SA$717K1
421Arnhold LLC$717K1
422AUXIER ASSET MANAGEMENT LLC$715K1
423Marshall Financial Group, LLC$707K1
424TWO SIGMA SECURITIES, LLC$707K1
425BOYD WATTERSON ASSET MANAGEMENT LLC/OH$706K1
426NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$699K1
427KESTRA PRIVATE WEALTH SERVICES, LLC$699K1
428WESTPORT ASSET MANAGEMENT INC$696K1
429NEEDHAM INVESTMENT MANAGEMENT LLC$675K1
430Mengis Capital Management, Inc.$673K1
431Winthrop Partners - WNY, LLC$672K1
432Plato Investment Management Ltd$670K1
433Ballentine Partners, LLC$670K1
434Allworth Financial LP$668K1
435Fisher Funds Management LTD$667K1
436Great Diamond Partners, LLC$664K1
437Long Road Investment Counsel, LLC$661K1
438FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$660K1
439JB Capital LLC$652K1
440SCOTIA CAPITAL INC.$649K1
441Siemens Fonds Invest GmbH$646K1
442PRUDENTIAL PLC$644K1
443JANE STREET GROUP, LLC$641K1
444Callan Family Office, LLC$631K1
445TOTH FINANCIAL ADVISORY CORP$620K1
446CUTLER INVESTMENT COUNSEL LLC$617K1
447Beacon Pointe Advisors, LLC$605K1
448Aptus Capital Advisors, LLC$603K1
449RWA WEALTH PARTNERS, LLC$602K1
450Phoenix Financial Ltd.$594K1
451PFG Investments, LLC$580K1
452Meeder Advisory Services, Inc.$573K1
453ARQ WEALTH ADVISORS, LLC$572K1
454SFE Investment Counsel$570K1
455DAVENPORT & Co LLC$569K1
456ROMANO BROTHERS AND COMPANY$567K1
457Global X Japan Co., Ltd.$565K1
458Blueshift Asset Management, LLC$563K1
459CHOREO, LLC$563K1
460EXENCIAL WEALTH ADVISORS, LLC$561K1
461Circle Wealth Management, LLC$560K1
462WESTPAC BANKING CORP$555K1
463GRANDFIELD & DODD, LLC$546K1
464Generali Investments, Management Co LLC$545K1
465Marex Group Ltd$545K1
466LETSON INVESTMENT MANAGEMENT, INC.$540K1
467Brevan Howard Capital Management LP$538K1
468Pinnacle Wealth Management Advisory Group, LLC$534K1
469Sky Investment Group LLC$532K1
470FIRST NATIONAL BANK OF OMAHA$528K1
471Moors & Cabot, Inc.$527K1
472Avior Wealth Management, LLC$523K1
473Badgley Phelps Wealth Managers, LLC$516K1
474SHEETS SMITH WEALTH MANAGEMENT$516K1
475PRINCIPAL SECURITIES, INC.$513K1
476Marble Harbor Investment Counsel, LLC$510K1
477FOUNDERS FINANCIAL SECURITIES LLC$497K1
478Godshalk Welsh Capital Management, Inc.$496K1
479ELEVATION POINT WEALTH PARTNERS, LLC$496K1
480SevenBridge Financial Group, LLC$495K1
481BALYASNY ASSET MANAGEMENT L.P.$493K1
482Hyperion Capital Advisors LP$492K1
483Snowden Capital Advisors LLC$492K1
484Brooklyn Investment Group$489K1
485MITCHELL MCLEOD PUGH & WILLIAMS INC$489K1
486LOWE BROCKENBROUGH & CO INC$486K1
487Scissortail Wealth Management, LLC$485K1
488ARCADIA INVESTMENT MANAGEMENT CORP/MI$485K1
489EADS & HEALD WEALTH MANAGEMENT$482K1
490EVERGREEN CAPITAL MANAGEMENT LLC$482K1
491Investment Advisory Group, LLC$476K1
492GROUPAMA ASSET MANAGMENT$470K1
493Qsemble Capital Management, LP$462K1
494Bragg Financial Advisors, Inc$461K1
495Lincoln Capital LLC$457K1
496PANAGORA ASSET MANAGEMENT INC$456K1
497GREENLEAF TRUST$455K1
498Brookstone Capital Management$447K1
499Sierra Legacy Group$447K1
500Steward Partners Investment Advisory, LLC$445K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WAT

RETAINED WINDOW · ACTIVE HITS

Zero hits on WAT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WAT · financials and macro

Financials — as filed PLANNED

WAT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WAT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing