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Wellington Management discloses 19,826,483-share stake in Edwards Lifesciences (EW)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management reports beneficial ownership of 19,826,483 shares of Edwards Lifesciences common stock, equal to 3.38% of the class. The filing shows shared voting power of 18,601,111 shares and shared dispositive power of 19,826,483 shares, while sole voting and dispositive power are reported as zero. The securities are owned of record by clients of Wellington investment advisers.

The filing names the reporting entities (Wellington Management Group LLP; Wellington Group Holdings LLP; Wellington Investment Advisors Holdings LLP) and lists the Wellington investment advisers that control the client accounts. It also includes a certification that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Positive

  • Aggregated beneficial ownership disclosed: 19,826,483 shares (3.38%)
  • Clear governance of holdings: shared voting power (18,601,111) and shared dispositive power documented
  • Held in ordinary course: filing certifies shares are not held to influence control of the issuer

Negative

  • None.

Insights

TL;DR: A sizable passive stake disclosed: 19.83M EW shares (3.38%), held in client accounts with shared voting influence.

The Schedule 13G/A reports aggregated beneficial ownership of 19,826,483 Edwards Lifesciences shares, representing 3.38% of the class, with 18,601,111 shares carrying shared voting power. This indicates the holdings are material enough to warrant disclosure but remain below the 5% threshold that often triggers additional investor-level identification. The filing clarifies ownership is of record by clients of Wellington advisers and includes the statutory certification that the positions are held in the ordinary course of business and not for control purposes, consistent with passive investor treatment.

TL;DR: Disclosure is routine and indicates shared control through client mandates, not an active control campaign.

The filing identifies Wellington entities as the reporting parties and lists the specific investment adviser affiliates that manage the client accounts. Reported shared voting and dispositive powers show Wellington exercises influence on behalf of clients rather than sole control. The certification in the filing confirms the positions were not acquired to influence issuer control, which aligns with a passive Schedule 13G disclosure rather than an activist intent.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025

FAQ

How many Edwards Lifesciences (EW) shares does Wellington report owning?

Wellington reports beneficial ownership of 19,826,483 Edwards Lifesciences shares.

What percentage of EW does the reported stake represent?

The reported position represents 3.38% of Edwards Lifesciences common stock.

Does Wellington have sole voting or dispositive power over these EW shares?

No; the filing reports 0 sole voting power and 0 sole dispositive power, with shared voting power of 18,601,111 and shared dispositive power of 19,826,483.

Are the EW shares held for clients or by Wellington itself?

The securities are owned of record by clients of the Wellington investment advisers, per the filing.

Was the stake acquired to influence control of Edwards Lifesciences?

The filing includes a certification that the shares were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.
Edwards Lifesciences Corp

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