Skip to main content

Assertio Holdings, Inc.

ASRTDelisted Jul 7, 2026
Industry
Pharmaceutical Preparations
SEC CIK
0001808665

Assertio Holdings, Inc. was delisted on Jul 7, 2026; its insiders filed their last Form 4 on Jun 16, 2026; 66 institutions reported holding it in 13F filings for Q1 2026, worth $47.6M in total; no superinvestor held it.

13F holders, Q2 2023

Institutional positions in Assertio Holdings, Inc. as of Jun 30, 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
148
+28 vs. Q1 2023
Shares held
34.1M
+8.63M (+33.9%) vs. Q1 2023
Total value
$184.8M
+$22.5M (+13.9%) vs. Q1 2023
New holders
55
49 more added
Sold out
27
32 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ASRT 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 holdersQ2 2023: 148 institutions
Q1 2021: 60 institutionsQ2 2021: 42 institutionsQ3 2021: 38 institutionsQ4 2021: 44 institutionsQ1 2022: 54 institutionsQ2 2022: 66 institutionsQ3 2022: 77 institutionsQ4 2022: 89 institutionsQ1 2023: 120 institutionsQ2 2023: 148 institutionsQ3 2023: 146 institutionsQ4 2023: 117 institutionsQ1 2024: 104 institutionsQ2 2024: 104 institutionsQ3 2024: 85 institutionsQ4 2024: 83 institutionsQ1 2025: 69 institutionsQ2 2025: 72 institutionsQ3 2025: 68 institutionsQ4 2025: 53 institutionsQ1 2026: 66 institutionsQ2 2026: 1 institution
Value heldQ2 2023: $184.8M
Q1 2021: $26.7MQ2 2021: $13.4MQ3 2021: $5.72MQ4 2021: $15.8MQ1 2022: $27.1MQ2 2022: $40.1MQ3 2022: $37.0MQ4 2022: $75.6MQ1 2023: $162.4MQ2 2023: $184.8MQ3 2023: $119.7MQ4 2023: $49.8MQ1 2024: $41.9MQ2 2024: $44.7MQ3 2024: $35.1MQ4 2024: $24.3MQ1 2025: $17.1MQ2 2025: $16.1MQ3 2025: $22.2MQ4 2025: $18.0MQ1 2026: $47.6MQ2 2026: $118
Institutions holding ASRT and their total value by quarter
QuarterHoldersValue
Q2 20261$118
Q1 202666$47.6M
Q4 202553$18.0M
Q3 202568$22.2M
Q2 202572$16.1M
Q1 202569$17.1M
Q4 202483$24.3M
Q3 202485$35.1M
Q2 2024104$44.7M
Q1 2024104$41.9M
Q4 2023117$49.8M
Q3 2023146$119.7M
Q2 2023148$184.8M
Q1 2023120$162.4M
Q4 202289$75.6M
Q3 202277$37.0M
Q2 202266$40.1M
Q1 202254$27.1M
Q4 202144$15.8M
Q3 202138$5.72M
Q2 202142$13.4M
Q1 202160$26.7M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Assertio Holdings, Inc.; share changes are against Q1 2023.

Institutions holding ASRT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP19,921$108.0K0.00%+19,921New
Bayesian Capital Management, LP19,329$104.8K0.01%+19,329New
One Wealth Advisors, LLC18,464$100.1K0.02%00.0%Unchanged
California State Teachers Retirement System18,365$99.5K0.00%+18,365New
Barclays PLC17,402$94.3K0.00%−108,855−86.2%Reduced
Stokes Family Office, LLC17,213$93.3K0.01%+840+5.1%Added
Citigroup Inc16,485$89.3K0.00%+16,026+3,491.5%Added
Cambridge Investment Research Advisors, Inc.15,914$86.0K0.00%−4,460−21.9%Reduced
State Board of Administration of Florida Retirement System15,670$84.9K0.00%+15,670New
Prudential Financial Inc15,650$84.8K0.00%+500+3.3%Added
Lazard Asset Management LLC14,991$81.0K0.00%+101+0.7%Added
Verition Fund Management LLC14,100$76.4K0.00%+14,100New
Morgan Dempsey Capital Management LLC13,990$75.8K0.02%+13,990New
LPL Financial LLC13,616$73.8K0.00%−4,800−26.1%Reduced
State of Wisconsin Investment Board13,100$71.0K0.00%+13,100New
Dynamic Advisor Solutions LLC12,500$67.8K0.00%+12,500New
Baker Tilly Wealth Management, LLC12,275$66.5K0.01%+12,275New
Cetera Advisors LLC11,910$64.6K0.00%+11,910New
Capstone Financial Advisors, Inc.11,775$63.8K0.00%+1,000+9.3%Added
Tocqueville Asset Management L.P.11,362$61.6K0.00%+711+6.7%Added
Price T Rowe Associates Inc11,201$61.0K0.00%+11,201New
DFPG Investments, LLC10,992$58.7K0.01%+10,992New
Royce & Associates LP10,762$58.3K0.00%+10,762New
Eagle Asset Management Inc10,661$57.8K0.00%+10,661New
Jump Financial, LLC10,353$56.1K0.00%+10,353New
Silver Oak Securities, Inc10,000$54.0K0.01%−1,000−9.1%Reduced
Legal & General Group Plc7,753$42.0K0.00%+7,753New
Strategic Investment Solutions, Inc.5,250$33.8K0.01%00.0%Unchanged
Amalgamated Bank5,369$29.0K0.00%+5,369New
State of Wyoming4,671$25.3K0.01%+4,671New
Ameritas Investment Partners, Inc.4,559$24.7K0.00%+4,559New
Tower Research Capital LLC (TRC)3,684$20.0K0.00%+3,663+17,442.9%Added
Metropolitan Life Insurance Co3,033$16.4K0.00%+3,033New
Focused Wealth Management, Inc1,925$10.4K0.00%00.0%Unchanged
Truvestments Capital LLC1,548$8.39K0.00%00.0%Unchanged
Tucker Asset Management LLC1,104$5.98K0.00%+504+84.0%Added
Larson Financial Group LLC614$3.33K0.00%+614New
Federated Hermes, Inc.549$2.98K0.00%−138−20.1%Reduced
Proequities, Inc.374$2.03K0.00%−3,991−91.4%Reduced
ORG Partners LLC300$1.66K0.00%+300New
SOA Wealth Advisors, LLC.250$1.35K0.00%00.0%Unchanged
FMR LLC199$1.08K0.00%+199New
Headlands Technologies LLC178$9650.00%+178New
BDO Wealth Advisors, LLC153$8300.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.125$6780.00%00.0%Unchanged
North Star Investment Management Corp.100$5420.00%00.0%Unchanged
TD Waterhouse Canada Inc.47$2540.00%00.0%Unchanged
Huntington National Bank35$1900.00%+35New
Graham Capital Management, L.P.0$00.00%−160,729−100.0%Sold out
HRT Financial LP0$00.00%−121,260−100.0%Sold out
Littlejohn & Co LLC0$00.00%−98,797−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−87,241−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−80,162−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−63,492−100.0%Sold out
SEI Investments Co0$00.00%−60,909−100.0%Sold out
Aristides Capital LLC0$00.00%−50,000−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−45,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−38,365−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−46,458−100.0%Sold out
Globeflex Capital L P0$00.00%−34,447−100.0%Sold out
Trexquant Investment LP0$00.00%−32,158−100.0%Sold out
LMR Partners LLP0$00.00%−28,707−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−28,229−100.0%Sold out
683 Capital Management, LLC0$00.00%−28,000−100.0%Sold out
Man Group plc0$00.00%–Sold out
Qube Research & Technologies Ltd0$00.00%−21,251−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−20,943−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−17,500−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−16,300−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−11,190−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−10,921−100.0%Sold out
National Bank of Canada0$00.00%−2,982−100.0%Sold out
Pension & Wealth Management Advisors, Inc.0$00.00%−2,000−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−1,500−100.0%Sold out
Meeder Asset Management Inc0$00.00%−663−100.0%Sold out