EDWARDS LIFESCIENCES CORP (EW)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
50
Reporting holders
$25.1M
Reported value
0.0%
Calls
0.5%
Puts
-1,294
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Weaver Consulting Group | $4.0M | 46,820 | 0.79% | 31q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.3M | 27,130 | 0.03% | 32q | HELD |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $2.2M | 25,000 | 0.41% | 32q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $1.4M | 15,236 | 0.16% | 32q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $1.2M | 14,080 | 0.04% | 27q | HELD |
| Wedmont Private Capital | $1.1M | 13,513 | 0.03% | 15q | +3.4%+$37.4K |
| GAMMA Investing LLC | $1.1M | 12,599 | 0.04% | 12q | +11.7%+$113.8K |
| Farther Finance Advisors, LLC | $1.1M | 12,338 | 0.01% | 16q | -1.2%-$12.4K |
| Private Capital Advisors, Inc. | $1.1M | 12,300 | 0.09% | 19q | -6.8%-$77.7K |
| Apella Capital, LLC | $846.3K | 9,866 | 0.01% | 6q | +5.2%+$41.7K |
| Legacy Wealth Asset Management, LLC | $768.4K | 8,902 | 0.17% | 17q | -12.8%-$113.3K |
| FINANCIAL MANAGEMENT NETWORK INC | $735.7K | 8,640 | 0.11% | 24q | HELD |
| Bath Savings Trust Co | $695.3K | 8,055 | 0.07% | 32q | HELD |
| Everhart Financial Group, Inc. | $560.4K | 6,492 | 0.03% | 7q | -0.7%-$3.8K |
| Atlas Brown,Inc. | $511.4K | 5,924 | 0.13% | 32q | HELD |
| Plan A Wealth LLC | $471.3K | 5,460 | 0.17% | 6q | +3.0%+$13.6K |
| ACIMA PRIVATE WEALTH, LLC | $463.8K | 5,373 | 0.13% | 32q | -9.0%-$45.8K |
| Versant Capital Management, Inc | $436.3K | 5,055 | 0.04% | 32q | -5.8%-$26.8K |
| Cooper Financial Group | $414.8K | 4,805 | 0.03% | 6q | -3.5%-$15.2K |
| HALL LAURIE J TRUSTEE | $377.4K | 4,372 | 0.12% | 30q | HELD |
| Valeo Financial Advisors, LLC | $358.1K | 4,148 | 0.01% | 16q | HELD |
| Castle Rock Wealth Management, LLC | $329.4K | 3,809 | 0.06% | 2q | +1.1%+$3.5K |
| ROCKLAND TRUST CO | $323.6K | 3,749 | 0.01% | 21q | +5.5%+$16.7K |
| American National Bank of Texas | $259.8K | 3,010 | 0.24% | 5q | -9.2%-$26.3K |
| ACT WEALTH MANAGEMENT, LLC | $234.8K | 2,720 | 0.07% | 6q | HELD |
| Stonebridge Financial Group, LLC | $229.0K | 2,653 | 0.02% | 8q | -2.4%-$5.7K |
| YHB Investment Advisors, Inc. | $215.3K | 2,494 | 0.01% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $145.6K | 1,687 | 0.00% | 32q | -8.0%-$12.6K |
| ARMSTRONG ADVISORY GROUP, INC | $131.0K | 1,518 | 0.01% | 3q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $124.1K | 1,438 | 0.01% | 20q | -5.8%-$7.7K |
| EASTERN BANK | $120.2K | 1,393 | 0.00% | 9q | HELD |
| GoalVest Advisory LLC | $117.2K | 1,358 | 0.02% | 19q | +9.1%+$9.8K |
| CoreCap Advisors, LLC | $101.6K | 1,177 | 0.00% | 9q | +352.7%+$79.2K |
| Grove Bank & Trust | $87.1K | 1,009 | 0.01% | 16q | HELD |
| ATWOOD & PALMER INC | $79.1K | 916 | 0.00% | 32q | HELD |
| Investors Research Corp | $77.5K | 898 | 0.01% | 19q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $67.2K | 779 | 0.02% | 5q | +24.8%+$13.4K |
| BURKETT FINANCIAL SERVICES, LLC | $51.8K | 600 | 0.02% | 12q | HELD |
| Rosenberg Matthew Hamilton | $30.8K | 357 | 0.01% | 6q | HELD |
| Dorato Capital Management | $29.6K | 345 | 0.02% | 4q | HELD |
| FIRST COMMUNITY TRUST NA | $27.1K | 314 | 0.01% | 10q | HELD |
| GK Wealth Management LLC | $26.0K | 301 | 0.01% | new | NEW |
| Retirement Wealth Solutions LLC | $16.6K | 192 | 0.01% | 5q | +668.0%+$14.4K |
| Bullock Wealth Management Group | $14.8K | 174 | 0.01% | 11q | HELD |
| JACOBS & CO/CA | $7.7K | 88,933 | 0.66% | 31q | -1.9% |
| Marquette Asset Management, LLC | $6.9K | 80 | 0.00% | 5q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $6.2K | 72 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $4.3K | 50 | 0.00% | 15q | HELD |
| Planning Strategies Inc. | $3.0K | 35 | 0.00% | 2q | +12.9% |
| Davis Capital Management | $1.4K | 16 | 0.00% | 5q | -5.9% |
| NEVILLE RODIE & SHAW INC | $1.3K | 15,100 | 0.09% | 32q | HELD |
| WoodTrust Financial Corp | $904 | 10,480 | 0.11% | new | NEW |
| CX Institutional | $515 | 5,971 | 0.01% | 8q | +1.3% |
| Trust Co | $432 | 5 | 0.00% | 7q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-28 | 2026-08-25 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | Chopra Daveen | CVP, TMTT, Surgical & IHFM | Sold | 31,800 | $2.9M ×2 |
| 2026-05-12 | Zovighian Bernard J | CEO | Sold | 36,351 | $2.8M ×2 |
| 2026-05-27 | BOBO DONALD E JR | CVP,Strategy/Corp Development | Sold | 23,145 | $2.0M |
| 2026-05-15 | BOBO DONALD E JR | CVP,Strategy/Corp Development | Sold | 17,968 | $1.5M ×2 |
| 2026-07-28 | Markowitz Wayne | CVP, JAPAC | Sold | 9,628 | $819.0K |
| 2026-07-27 | Zovighian Bernard J | CEO | Sold | 2,921 | $245.1K |
| 2026-08-28 | Bruls Annette | CVP, EMEACLA | Sold | 2,644 | $237.9K |
| 2026-05-22 | Chopra Daveen | CVP, TMTT & Surgical | Sold | 1,500 | $126.9K |
| 2026-08-26 | Markowitz Wayne | CVP, JAPAC | Sold | 1,240 | $113.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 50 | $25.1M | 289,257 | 3 | 11 | 12 | 0.5% |
| Q2 2026 | 1,344 | $51.2B | 563,165,417 | 149 | 442 | 434 | 0.9% |
| Q1 2026 | 1,296 | $40.9B | 506,218,640 | 97 | 422 | 415 | 0.9% |
| Q4 2025 | 1,321 | $44.0B | 508,078,578 | 119 | 405 | 443 | 1.6% |
| Q3 2025 | 1,266 | $41.5B | 525,424,432 | 106 | 406 | 393 | 1.6% |
| Q2 2025 | 1,267 | $39.9B | 505,592,621 | 144 | 390 | 425 | 1.0% |
| Q1 2025 | 1,215 | $37.1B | 505,615,876 | 101 | 361 | 442 | 1.2% |
| Q4 2024 | 1,238 | $38.1B | 502,829,732 | 107 | 325 | 481 | 2.2% |
| Q3 2024 | 1,205 | $33.5B | 490,707,841 | 131 | 352 | 478 | 3.1% |
| Q2 2024 | 1,306 | $46.9B | 501,329,491 | 109 | 415 | 428 | 1.2% |
| Q1 2024 | 1,286 | $49.5B | 509,712,207 | 133 | 389 | 427 | 1.7% |
| Q4 2023 | 1,258 | $38.4B | 496,431,727 | 88 | 352 | 476 | 1.5% |
| Q3 2023 | 1,228 | $34.7B | 493,947,220 | 92 | 384 | 433 | 1.3% |
| Q2 2023 | 1,290 | $47.1B | 496,093,192 | 112 | 399 | 439 | 0.9% |
| Q1 2023 | 1,254 | $41.7B | 500,149,449 | 125 | 417 | 389 | 0.8% |
| Q4 2022 | 1,230 | $38.7B | 515,588,749 | 90 | 368 | 446 | 0.8% |
| Q3 2022 | 1,249 | $43.0B | 516,517,782 | 98 | 399 | 416 | 0.7% |
| Q2 2022 | 1,277 | $49.0B | 511,111,725 | 106 | 405 | 437 | 0.8% |
| Q1 2022 | 1,319 | $60.4B | 509,586,596 | 112 | 430 | 439 | 0.8% |
| Q4 2021 | 1,322 | $67.5B | 516,948,439 | 109 | 417 | 386 | 0.9% |
| Q3 2021 | 1,231 | $58.6B | 513,942,725 | 116 | 401 | 356 | 0.8% |
| Q2 2021 | 1,191 | $53.7B | 513,980,746 | 131 | 388 | 340 | 0.9% |
| Q1 2021 | 1,147 | $42.8B | 509,668,015 | 92 | 397 | 344 | 0.4% |
| Q4 2020 | 1,163 | $49.6B | 529,407,775 | 98 | 370 | 366 | 0.9% |
| Q3 2020 | 1,096 | $41.5B | 515,198,724 | 113 | 358 | 353 | 0.9% |
| Q2 2020 | 1,051 | $35.5B | 508,890,234 | 121 | 885 | 31 | 0.9% |
| Q1 2020 | 1,021 | $32.6B | 171,546,608 | 99 | 346 | 389 | 0.9% |
| Q4 2019 | 1,093 | $41.7B | 176,982,023 | 120 | 314 | 336 | 1.2% |
| Q3 2019 | 969 | $38.8B | 173,617,204 | 117 | 291 | 329 | 1.7% |
| Q2 2019 | 932 | $32.7B | 174,254,412 | 93 | 277 | 335 | 1.7% |
| Q1 2019 | 934 | $34.3B | 175,880,843 | 113 | 278 | 313 | 1.9% |
| Q4 2018 | 880 | $27.9B | 180,387,791 | 7 | 16 | 15 | 0.9% |