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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, Q3 2023

Institutional positions in Assertio Holdings, Inc. as of Sep 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
146
+1 vs. Q2 2023
Shares held
46.6M
+13.1M (+39.0%) vs. Q2 2023
Total value
$119.7M
−$61.9M (−34.1%) vs. Q2 2023
New holders
41
70 more added
Sold out
40
21 more reduced

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 146 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 heldQ3 2023: $119.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Assertio Holdings, Inc.; share changes are against Q2 2023.

Institutions holding ASRT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC2$00.00%+2New
Umb Bank N A35$900.00%+35New
TD Waterhouse Canada Inc.47$1150.00%00.0%Unchanged
Provence Wealth Management Group52$1330.00%+52New
First Personal Financial Services65$1670.00%+65New
Headlands Technologies LLC100$2560.00%−78−43.8%Reduced
North Star Investment Management Corp.100$2560.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.125$3200.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co231$5920.00%+231New
Allworth Financial LP247$6330.00%+247New
SOA Wealth Advisors, LLC.250$6400.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec285$7300.00%+285New
ORG Partners LLC300$7680.00%00.0%Unchanged
Federated Hermes, Inc.328$8400.00%−221−40.3%Reduced
Steward Partners Investment Advisory, LLC401$1.03K0.00%+401New
Key Financial Inc445$1.14K0.00%+445New
Larson Financial Group LLC614$1.57K0.00%00.0%Unchanged
Comerica Bank688$1.76K0.00%+688New
Belvedere Trading LLC1,139$2.92K0.00%+1,139New
FMR LLC1,330$3.40K0.00%+1,131+568.3%Added
Truvestments Capital LLC1,548$3.96K0.00%00.0%Unchanged
Focused Wealth Management, Inc2,067$5.29K0.00%+142+7.4%Added
Parallel Advisors, LLC2,496$6.39K0.00%+2,496New
Allspring Global Investments Holdings, LLC4,366$11.2K0.00%+4,366New
Metropolitan Life Insurance Co4,908$12.6K0.00%+1,875+61.8%Added
Tower Research Capital LLC (TRC)5,540$14.2K0.00%+1,856+50.4%Added
Amalgamated Bank7,045$18.0K0.00%+1,676+31.2%Added
Ameritas Investment Partners, Inc.8,159$20.9K0.00%+3,600+79.0%Added
Citigroup Inc9,999$25.6K0.00%−6,486−39.3%Reduced
Legal & General Group Plc10,196$26.1K0.00%+2,443+31.5%Added
Engineers Gate Manager LP10,322$26.4K0.00%−9,599−48.2%Reduced
Tocqueville Asset Management L.P.10,589$27.1K0.00%−773−6.8%Reduced
Eagle Asset Management Inc10,661$27.3K0.00%00.0%Unchanged
Pinebridge Investments, L.P.11,078$28.4K0.00%+11,078New
GTS Securities LLC11,175$28.6K0.00%+11,175New
ProShare Advisors LLC11,528$29.5K0.00%+11,528New
Royce & Associates LP11,530$29.5K0.00%+768+7.1%Added
Lloyd Advisory Services, LLC.11,667$29.9K0.01%+11,667New
Norden Group LLC11,667$29.9K0.01%+11,667New
Principal Financial Group Inc12,447$31.9K0.00%+12,447New
Dynamic Advisor Solutions LLC12,500$32.0K0.00%00.0%Unchanged
Mission Wealth Management, LP12,783$32.7K0.00%+12,783New
Balyasny Asset Management LLC12,887$33.0K0.00%+12,887New
STRS Ohio13,000$33.0K0.00%+13,000New
Focus Financial Network, Inc.13,037$33.4K0.00%+13,037New
Aigen Investment Management, LP14,476$37.1K0.01%−22,630−61.0%Reduced
Baker Tilly Wealth Management, LLC15,462$39.6K0.01%+3,187+26.0%Added
Cambridge Investment Research Advisors, Inc.18,038$46.0K0.00%+2,124+13.3%Added
Price T Rowe Associates Inc19,386$50.0K0.00%+8,185+73.1%Added
California State Teachers Retirement System19,581$50.1K0.00%+1,216+6.6%Added
One Wealth Advisors, LLC20,050$51.3K0.01%+1,586+8.6%Added
Two Sigma Securities, LLC20,261$51.9K0.00%+20,261New
Russell Investments Group, Ltd.21,994$56.3K0.00%−168,361−88.4%Reduced
New York State Common Retirement Fund22,556$57.7K0.00%+956+4.4%Added
Barclays PLC22,990$58.9K0.00%+5,588+32.1%Added
Susquehanna Fundamental Investments, LLC23,317$59.7K0.00%−52,212−69.1%Reduced
Advisor Group Holdings, Inc.23,625$60.5K0.00%−8,202−25.8%Reduced
State Board of Administration of Florida Retirement System25,370$64.9K0.00%+9,700+61.9%Added
Prelude Capital Management, LLC25,751$65.9K0.01%+5,325+26.1%Added
Quent Capital, LLC26,000$66.6K0.01%00.0%Unchanged
Janney Montgomery Scott LLC27,369$70.0K0.00%+27,369New
Gotham Asset Management, LLC27,479$70.3K0.00%+4,493+19.5%Added
Mirae Asset Global Investments Co., Ltd.28,037$71.8K0.00%00.0%Unchanged
Centiva Capital, LP28,119$72.0K0.00%+28,119New
Portside Wealth Group, LLC27,757$72.0K0.01%+2,397+9.5%Added
Ritholtz Wealth Management29,976$76.7K0.00%−130,383−81.3%Reduced
Envestnet Asset Management Inc30,191$77.3K0.00%+30,191New
Spouting Rock Asset Management, LLC30,230$77.4K0.02%+5,130+20.4%Added
HighTower Advisors, LLC31,517$79.0K0.00%+468+1.5%Added
Manufacturers Life Insurance Company, The31,418$80.4K0.00%+9,651+44.3%Added
Voya Investment Management LLC35,257$90.3K0.00%+13,260+60.3%Added
GWM Advisors LLC35,675$91.3K0.00%+10,870+43.8%Added
SG Americas Securities, LLC38,352$98.0K0.00%+38,352New
LPL Financial LLC40,183$102.9K0.00%+26,567+195.1%Added
Deutsche Bank AG40,861$104.6K0.00%+18,002+78.8%Added
Citadel Advisors LLC41,933$107.3K0.00%−69,082−62.2%Reduced
Denali Advisors LLC42,700$109.3K0.04%00.0%Unchanged
Brandywine Global Investment Management, LLC42,888$109.8K0.00%+22,250+107.8%Added
American International Group, Inc.44,288$113.4K0.00%+17,714+66.7%Added
Bailard, Inc.44,985$115.2K0.00%−5,200−10.4%Reduced
Alliancebernstein L.P.45,310$116.0K0.00%+19,270+74.0%Added
MetLife Investment Management46,926$120.1K0.00%+17,662+60.4%Added
White Pine Capital LLC48,777$124.9K0.05%−33,374−40.6%Reduced
Royal Bank of Canada49,200$126.0K0.00%+20,160+69.4%Added
Franklin Resources Inc54,056$138.4K0.00%+1,442+2.7%Added
Diametric Capital, LP57,788$147.9K0.06%+8,490+17.2%Added
JPMorgan Chase & Co61,566$157.6K0.00%+18,116+41.7%Added
Dimensional Fund Advisors LP65,997$169.0K0.00%+65,997New
US Bancorp69,384$177.6K0.00%+69,384New
Jump Financial, LLC76,237$195.2K0.01%+65,884+636.4%Added
Sargent Investment Group, LLC80,546$206.2K0.05%+80,546New
Qube Research & Technologies Ltd83,629$214.1K0.00%+83,629New
Cornercap Investment Counsel Inc84,862$217.2K0.04%−1,582−1.8%Reduced
Caption Management, LLC94,000$240.6K0.03%+43,610+86.5%Added
Verition Fund Management LLC105,182$269.3K0.00%+91,082+646.0%Added
O'Shaughnessy Asset Management, LLC108,420$277.6K0.00%−199,419−64.8%Reduced
Alps Advisors Inc110,594$283.1K0.00%+55,259+99.9%Added
Bank of America Corp111,932$286.5K0.00%+20,753+22.8%Added
Rhumbline Advisers121,403$310.8K0.00%+33,056+37.4%Added
SummerHaven Investment Management, LLC124,864$319.7K0.23%+124,864New