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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,345 | $47.2B |
| Q1 2026 | 1,297 | $40.5B |
| Q4 2025 | 1,320 | $43.1B |
| Q3 2025 | 1,257 | $38.3B |
| Q2 2025 | 1,262 | $39.3B |
| Q1 2025 | 1,210 | $36.6B |
| Q4 2024 | 1,230 | $37.2B |
| Q3 2024 | 1,203 | $31.9B |
| Q2 2024 | 1,308 | $45.7B |
| Q1 2024 | 1,289 | $46.8B |
| Q4 2023 | 1,260 | $36.9B |
| Q3 2023 | 1,230 | $34.4B |
| Q2 2023 | 1,289 | $46.8B |
| Q1 2023 | 1,260 | $41.2B |
| Q4 2022 | 1,239 | $37.9B |
| Q3 2022 | 1,257 | $42.1B |
| Q2 2022 | 1,280 | $48.5B |
| Q1 2022 | 1,321 | $59.8B |
| Q4 2021 | 1,329 | $66.9B |
| Q3 2021 | 1,235 | $58.2B |
| Q2 2021 | 1,198 | $53.0B |
| Q1 2021 | 1,149 | $42.6B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Edwards Lifesciences Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 5,409 | $412.4K | 0.02% | +627+13.1% | Added |
| Headlands Technologies LLC | 5,362 | $408.9K | 0.12% | +2,873+115.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,353 | $408.1K | 0.01% | +1,331+33.1% | Added |
| Resurgent Financial Advisors LLC | 5,340 | $407.2K | 0.25% | −979−15.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,340 | $407.2K | 0.08% | −967−15.3% | Reduced |
| Clarius Group, LLC | 5,319 | $405.6K | 0.03% | −1,248−19.0% | Reduced |
| Bahl & Gaynor Inc | 5,295 | $403.7K | 0.00% | +5,295 | New |
| Cim Investment Mangement Inc | 5,292 | $403.5K | 0.13% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 5,285 | $403.0K | 0.05% | 00.0% | Unchanged |
| Diametric Capital, LP | 5,274 | $402.1K | 0.24% | +5,274 | New |
| Westpac Banking Corp | 5,267 | $401.6K | 0.03% | −24,863−82.5% | Reduced |
| Institute for Wealth Management, LLC. | 5,234 | $399.1K | 0.07% | −87−1.6% | Reduced |
| Radnor Capital Management, LLC | 5,184 | $395.0K | 0.07% | −600−10.4% | Reduced |
| First Western Trust Bank | 5,120 | $390.4K | 0.02% | +5,120 | New |
| Valeo Financial Advisors, LLC | 5,111 | $389.7K | 0.02% | +1,978+63.1% | Added |
| Quadrant Capital Group LLC | 5,073 | $386.8K | 0.03% | −660−11.5% | Reduced |
| Berry Wealth Group, LP | 5,059 | $385.7K | 0.35% | +5,059 | New |
| Benin Management CORP | 5,056 | $385.5K | 0.13% | −1,344−21.0% | Reduced |
| MidWestOne Financial Group, Inc. | 5,051 | $385.1K | 0.07% | +96+1.9% | Added |
| Nichols & Pratt Advisers LLP | 5,050 | $385.1K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 5,047 | $384.8K | 0.35% | +1,674+49.6% | Added |
| Forte Capital LLC | 5,046 | $384.8K | 0.05% | −110−2.1% | Reduced |
| Liberty Capital Management, Inc. | 5,040 | $384.3K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,028 | $383.4K | 0.01% | −395−7.3% | Reduced |
| Alta Wealth Advisors LLC | 5,027 | $383.3K | 0.21% | +26+0.5% | Added |
| IFP Advisors, Inc | 5,021 | $382.8K | 0.02% | +553+12.4% | Added |
| Palisade Asset Management, LLC | 4,985 | $380.1K | 0.04% | −1,245−20.0% | Reduced |
| Chicago Trust Co NA | 4,925 | $375.5K | 0.08% | −19−0.4% | Reduced |
| Valmark Advisers, Inc. | 4,917 | $374.9K | 0.01% | +825+20.2% | Added |
| SeaCrest Wealth Management, LLC | 5,107 | $372.0K | 0.05% | −503−9.0% | Reduced |
| Hills Bank & Trust Co | 4,846 | $369.5K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 4,833 | $368.5K | 0.01% | +4,833 | New |
| Premier Path Wealth Partners, LLC | 4,803 | $366.2K | 0.08% | +4,803 | New |
| Kestra Private Wealth Services, LLC | 4,796 | $365.7K | 0.01% | +396+9.0% | Added |
| Stiles Financial Services Inc | 4,790 | $365.2K | 0.17% | −2,050−30.0% | Reduced |
| SC&H Financial Advisors, Inc. | 4,722 | $360.1K | 0.10% | −753−13.8% | Reduced |
| Pictet & Cie (Europe) SA | 4,700 | $358.4K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,677 | $356.6K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 4,671 | $356.2K | 0.01% | +30+0.6% | Added |
| NovaPoint Capital, LLC | 4,655 | $354.9K | 0.13% | −1,100−19.1% | Reduced |
| Regal Investment Advisors LLC | 4,654 | $354.9K | 0.03% | +372+8.7% | Added |
| Hall Laurie J Trustee | 4,635 | $354.0K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,639 | $353.7K | 0.02% | +79+1.7% | Added |
| Humankind Investments LLC | 4,613 | $351.7K | 0.10% | +546+13.4% | Added |
| Somerville Kurt F | 4,600 | $350.8K | 0.07% | −23,525−83.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,557 | $347.5K | 0.05% | +4,557 | New |
| Oarsman Capital, Inc. | 4,507 | $343.7K | 0.09% | +4,507 | New |
| Supplemental Annuity Collective Trust of NJ | 4,500 | $343.1K | 0.12% | 00.0% | Unchanged |
| Invesco, LLC | 4,448 | $339.2K | 0.16% | +4,448 | New |
| Aviance Capital Partners, LLC | 4,446 | $339.0K | 0.07% | −4−0.1% | Reduced |
| Mason & Associates Inc | 4,442 | $338.7K | 0.10% | −645−12.7% | Reduced |
| Verus Capital Partners, LLC | 4,420 | $337.0K | 0.04% | +59+1.4% | Added |
| Fidelis Capital Partners, LLC | 4,374 | $333.5K | 0.07% | +586+15.5% | Added |
| RW Investment Management LLC | 4,304 | $328.2K | 0.05% | −295−6.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,270 | $325.6K | 0.04% | −311−6.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,269 | $325.5K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,254 | $324.4K | 0.01% | +504+13.4% | Added |
| Ballentine Partners, LLC | 4,252 | $324.2K | 0.01% | −831−16.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,249 | $324.0K | 0.02% | +4,249 | New |
| Annex Advisory Services, LLC | 4,242 | $323.5K | 0.01% | −116−2.7% | Reduced |
| Cooper Financial Group | 4,242 | $323.5K | 0.06% | +492+13.1% | Added |
| Alps Advisors Inc | 4,211 | $321.1K | 0.00% | −293−6.5% | Reduced |
| Oak Asset Management, LLC | 4,211 | $321.1K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,415 | $320.3K | 0.01% | −307−6.5% | Reduced |
| RMR Wealth Builders | 4,167 | $317.7K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,144 | $316.0K | 0.03% | −666−13.8% | Reduced |
| Legacy Bridge, LLC | 4,143 | $315.9K | 0.20% | 00.0% | Unchanged |
| Ehrlich Financial Group | 4,137 | $315.4K | 0.32% | +4,137 | New |
| Sound View Wealth Advisors Group, LLC | 4,136 | $315.4K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,120 | $314.1K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,094 | $312.2K | 0.15% | +4,094 | New |
| KCM Investment Advisors LLC | 4,049 | $308.7K | 0.01% | −447−9.9% | Reduced |
| Bragg Financial Advisors, Inc | 4,044 | $308.4K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 4,040 | $308.1K | 0.24% | +4,040 | New |
| Merit Financial Group, LLC | 4,032 | $307.4K | 0.01% | −2,049−33.7% | Reduced |
| Fortis Advisors, LLC | 4,000 | $305.0K | 0.22% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 3,996 | $305.0K | 0.15% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,990 | $304.2K | 0.03% | +3,990 | New |
| Middleton & Co Inc | 3,988 | $304.1K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,988 | $304.1K | 0.02% | +108+2.8% | Added |
| Curi Capital | 3,980 | $303.5K | 0.04% | −3−0.1% | Reduced |
| Sanders Morris Harris LLC | 4,020 | $302.8K | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,910 | $298.1K | 0.02% | −2,429−38.3% | Reduced |
| Matrix Private Capital Group LLC | 3,888 | $296.5K | 0.22% | −13−0.3% | Reduced |
| Parsons Capital Management Inc | 3,845 | $293.2K | 0.02% | +12+0.3% | Added |
| Lindbrook Capital, LLC | 3,830 | $292.0K | 0.03% | +245+6.8% | Added |
| Perigon Wealth Management, LLC | 3,802 | $289.9K | 0.01% | −854−18.3% | Reduced |
| Granite Harbor Advisors, Inc. | 3,790 | $289.0K | 0.22% | −42−1.1% | Reduced |
| Yarbrough Capital, LLC | 3,776 | $287.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,771 | $287.5K | 0.00% | −617−14.1% | Reduced |
| Foundry Partners, LLC | 3,755 | $286.3K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,736 | $284.9K | 0.02% | +64+1.7% | Added |
| MPS Loria Financial Planners, LLC | 3,724 | $284.0K | 0.10% | +15+0.4% | Added |
| Center for Financial Planning, Inc. | 3,722 | $283.8K | 0.05% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,825 | $282.4K | 0.18% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,687 | $281.1K | 0.01% | −1,050−22.2% | Reduced |
| Machina Capital S.A.S. | 3,650 | $278.3K | 0.18% | −3,468−48.7% | Reduced |
| First Citizens Bank & Trust Co | 3,650 | $278.3K | 0.01% | −2,598−41.6% | Reduced |
| Ascent Wealth Partners, LLC | 3,644 | $277.9K | 0.05% | −105−2.8% | Reduced |
| Plimoth Trust Co LLC | 3,639 | $277.5K | 0.08% | −220−5.7% | Reduced |