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Livermore
ZHEN

Edwards Lifesciences Corp

EW
Exchange
NYSE
Industry
Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK
0001099800

In the last 90 days, Edwards Lifesciences Corp insiders filed 0 open-market purchases and 10 sales; 1,345 institutions reported holding it in 13F filings for Q2 2026, worth $47.2B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Edwards Lifesciences Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,260
+47 vs. Q3 2023
Shares held
483.2M
−9.49M (−1.9%) vs. Q3 2023
Total value
$36.9B
+$2.68B (+7.8%) vs. Q3 2023
New holders
175
381 more added
Sold out
128
505 more reduced

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,260 institutions
Q1 2021: 1,149 institutionsQ2 2021: 1,198 institutionsQ3 2021: 1,235 institutionsQ4 2021: 1,329 institutionsQ1 2022: 1,321 institutionsQ2 2022: 1,280 institutionsQ3 2022: 1,257 institutionsQ4 2022: 1,239 institutionsQ1 2023: 1,260 institutionsQ2 2023: 1,289 institutionsQ3 2023: 1,230 institutionsQ4 2023: 1,260 institutionsQ1 2024: 1,289 institutionsQ2 2024: 1,308 institutionsQ3 2024: 1,203 institutionsQ4 2024: 1,230 institutionsQ1 2025: 1,210 institutionsQ2 2025: 1,262 institutionsQ3 2025: 1,257 institutionsQ4 2025: 1,320 institutionsQ1 2026: 1,297 institutionsQ2 2026: 1,345 institutions
Value heldQ4 2023: $36.9B
Q1 2021: $42.6BQ2 2021: $53.0BQ3 2021: $58.2BQ4 2021: $66.9BQ1 2022: $59.8BQ2 2022: $48.5BQ3 2022: $42.1BQ4 2022: $37.9BQ1 2023: $41.2BQ2 2023: $46.8BQ3 2023: $34.4BQ4 2023: $36.9BQ1 2024: $46.8BQ2 2024: $45.7BQ3 2024: $31.9BQ4 2024: $37.2BQ1 2025: $36.6BQ2 2025: $39.3BQ3 2025: $38.3BQ4 2025: $43.1BQ1 2026: $40.5BQ2 2026: $47.2B
Institutions holding EW and their total value by quarter
QuarterHoldersValue
Q2 20261,345$47.2B
Q1 20261,297$40.5B
Q4 20251,320$43.1B
Q3 20251,257$38.3B
Q2 20251,262$39.3B
Q1 20251,210$36.6B
Q4 20241,230$37.2B
Q3 20241,203$31.9B
Q2 20241,308$45.7B
Q1 20241,289$46.8B
Q4 20231,260$36.9B
Q3 20231,230$34.4B
Q2 20231,289$46.8B
Q1 20231,260$41.2B
Q4 20221,239$37.9B
Q3 20221,257$42.1B
Q2 20221,280$48.5B
Q1 20221,321$59.8B
Q4 20211,329$66.9B
Q3 20211,235$58.2B
Q2 20211,198$53.0B
Q1 20211,149$42.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Edwards Lifesciences Corp; share changes are against Q3 2023.

Institutions holding EW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$90.00%0New
Valued Wealth Advisors LLC2$1390.00%+2New
Sofos Investments, Inc.2$1860.00%−15−88.2%Reduced
True Wealth Design, LLC4$3050.00%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.4$3050.00%+4New
Country Trust Bank5$3810.00%−300−98.4%Reduced
Global Financial Private Client, LLC6$4580.00%00.0%Unchanged
Pineridge Advisors LLC6$4580.00%+6New
Paloma Partners Management Co7$5340.00%+7New
Caldwell Sutter Capital, Inc.9$6860.00%00.0%Unchanged
WestEnd Advisors, LLC9$6860.00%+1+12.5%Added
Beaird Harris Wealth Management, LLC10$7630.00%+10New
Foster Dykema Cabot & Partners, LLC10$7630.00%+10New
Beacon Capital Management, LLC12$8310.00%−300−96.2%Reduced
SJS Investment Consulting Inc.11$8390.00%00.0%Unchanged
Kelly Financial Services LLC12$9150.00%00.0%Unchanged
Aspect Partners, LLC12$9150.00%+12New
Thompson Siegel & Walmsley LLC15$1.00K0.00%00.0%Unchanged
Byrne Asset Management LLC17$1.30K0.00%00.0%Unchanged
Planned Solutions, Inc.17$1.30K0.00%+17New
DiNuzzo Private Wealth, Inc.18$1.37K0.00%+18New
International Assets Investment Management, LLC106,064$1.39K0.00%+106,064New
Cetera Trust Company, N.A20$1.52K0.00%+20New
DT Investment Partners, LLC21$1.55K0.00%00.0%Unchanged
Highline Wealth Partners LLC21$1.60K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC21$1.60K0.00%+21New
Sachetta, LLC21$1.60K0.00%+21New
Larson Financial Group LLC24$1.83K0.00%−62−72.1%Reduced
Creekmur Asset Management LLC24$1.83K0.00%+24New
Cherry Tree Wealth Management, LLC26$1.98K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC29$2.21K0.00%−119−80.4%Reduced
Sound Income Strategies, LLC29$2.21K0.00%00.0%Unchanged
Hartford Financial Management Inc.30$2.29K0.00%00.0%Unchanged
Chilton Capital Management LLC30$2.29K0.00%+30New
Raleigh Capital Management Inc.30$2.29K0.00%+30New
Rosenberg Matthew Hamilton32$2.44K0.00%−100−75.8%Reduced
TFC Financial Management35$2.67K0.00%−8−18.6%Reduced
Fairman Group, LLC36$2.75K0.00%+36New
Criterion Capital Advisors, LLC37$2.82K0.00%+37New
Longfellow Investment Management Co LLC38$2.90K0.00%00.0%Unchanged
Dunhill Financial, LLC39$2.99K0.00%+39New
Avion Wealth45$3.00K0.00%−6−11.8%Reduced
Coston, McIsaac & Partners48$3.00K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.46$3.19K0.00%00.0%Unchanged
Rakuten Securities, Inc.44$3.35K0.00%+44New
Atlas Capital Advisors LLC45$3.43K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC45$3.43K0.00%+45New
Versant Capital Management, Inc46$3.51K0.00%+10+27.8%Added
Retirement Group, LLC46$3.51K0.00%+27+142.1%Added
Wolff Wiese Magana LLC50$3.81K0.00%−15−23.1%Reduced
Financial Management Professionals, Inc.54$4.00K0.00%00.0%Unchanged
Lummis Asset Management, LP53$4.04K0.00%+53New
Mowery & Schoenfeld Wealth Management, LLC54$4.12K0.01%+54New
Halpern Financial, Inc.57$4.17K0.00%00.0%Unchanged
Global Wealth Strategies & Associates60$4.58K0.00%00.0%Unchanged
PFS Partners, LLC60$4.58K0.00%00.0%Unchanged
BKM Wealth Management, LLC60$4.58K0.00%+60New
Ancora Advisors, LLC62$4.76K0.00%−290−82.4%Reduced
Capital Analysts, LLC69$5.00K0.00%−18−20.7%Reduced
Laurel Wealth Advisors LLC69$5.26K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC72$5.49K0.00%00.0%Unchanged
Pacifica Partners Inc.80$5.51K0.00%00.0%Unchanged
Solstein Capital, LLC77$5.87K0.00%00.0%Unchanged
Red Tortoise LLC81$6.18K0.00%00.0%Unchanged
Able Wealth Management LLC82$6.25K0.01%+82New
Manchester Capital Management LLC87$6.63K0.00%+17+24.3%Added
Healthcare of Ontario Pension Plan Trust Fund93$7.09K0.00%+91+4,550.0%Added
Motco94$7.17K0.00%00.0%Unchanged
Investors Research Corp94$7.17K0.00%00.0%Unchanged
Mascoma Wealth Management LLC95$7.24K0.00%00.0%Unchanged
Field & Main Bank100$7.62K0.00%00.0%Unchanged
NewSquare Capital LLC100$7.63K0.00%+100New
Evermay Wealth Management LLC103$7.85K0.00%+6+6.2%Added
Harvest Fund Management Co., Ltd108$8.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC105$8.01K0.00%00.0%Unchanged
Pflug Koory, LLC109$8.31K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc114$8.69K0.00%00.0%Unchanged
Abound Wealth Management115$8.77K0.00%−14−10.9%Reduced
Abich Financial Wealth Management LLC119$9.07K0.01%+119New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC120$9.15K0.00%00.0%Unchanged
Winch Advisory Services, LLC120$9.15K0.00%00.0%Unchanged
Eukles Asset Management125$9.53K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC125$9.53K0.00%00.0%Unchanged
Custom Portfolio Group LLC126$9.61K0.01%+126New
Raffa Wealth Management, LLC129$9.84K0.00%−165−56.1%Reduced
Financial Perspectives, Inc129$9.85K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.133$10.1K0.00%00.0%Unchanged
JDM Financial Group LLC135$10.3K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC142$10.8K0.00%00.0%Unchanged
Focused Wealth Management, Inc144$11.0K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.154$11.7K0.00%+55+55.6%Added
Private Wealth Management Group, LLC170$13.0K0.01%+170New
New Millennium Group LLC172$13.1K0.01%00.0%Unchanged
Stephenson National Bank & Trust178$13.6K0.01%00.0%Unchanged
Centennial Bank180$13.7K0.01%+120+200.0%Added
GW&K Investment Management, LLC182$14.0K0.00%−41−18.4%Reduced
Farmers & Merchants Trust Co of Chambersburg PA186$14.0K0.01%00.0%Unchanged
Venturi Wealth Management, LLC188$14.3K0.00%+13+7.4%Added
Archer Investment Corp192$14.6K0.00%00.0%Unchanged
Cutler Group LP207$15.0K0.00%−57−21.6%Reduced