Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 919 holders are listed, largest first: 919
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $25.1B
holders whose share count rose or who opened the position (new + add), by shares: 788
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 85

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed WAT — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).