Esperion Therapeutics, Inc.
ESPRDelisted Jul 13, 2026- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001434868
Esperion Therapeutics, Inc. was delisted on Jul 13, 2026; its insiders filed their last Form 4 on Jul 13, 2026; 191 institutions reported holding it in 13F filings for Q2 2026, worth $646.8M in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Esperion Therapeutics, Inc. as of Mar 31, 2024. 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
- 152
- +21 vs. Q4 2023
- Shares held
- 125.5M
- +53.5M (+74.5%) vs. Q4 2023
- Total value
- $336.2M
- +$120.9M (+56.2%) vs. Q4 2023
- New holders
- 43
- 48 more added
- Sold out
- 22
- 28 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ESPR 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 | 191 | $646.8M |
| Q1 2026 | 207 | $479.3M |
| Q4 2025 | 201 | $559.6M |
| Q3 2025 | 189 | $286.1M |
| Q2 2025 | 164 | $96.6M |
| Q1 2025 | 187 | $171.5M |
| Q4 2024 | 190 | $277.9M |
| Q3 2024 | 184 | $214.3M |
| Q2 2024 | 176 | $304.2M |
| Q1 2024 | 152 | $336.2M |
| Q4 2023 | 132 | $215.3M |
| Q3 2023 | 123 | $75.9M |
| Q2 2023 | 124 | $103.6M |
| Q1 2023 | 165 | $129.1M |
| Q4 2022 | 164 | $457.6M |
| Q3 2022 | 148 | $425.5M |
| Q2 2022 | 137 | $352.1M |
| Q1 2022 | 132 | $241.2M |
| Q4 2021 | 133 | $268.0M |
| Q3 2021 | 139 | $299.4M |
| Q2 2021 | 142 | $599.4M |
| Q1 2021 | 156 | $805.3M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Esperion Therapeutics, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elequin Capital LP | 1 | $3 | 0.00% | −8−88.9% | Reduced |
| Assetmark, Inc | 8 | $21 | 0.00% | +8 | New |
| Macquarie Group Ltd | 9,215 | $25 | 0.00% | +9,215 | New |
| Comerica Bank | 15 | $40 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 123 | $256 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $268 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 130 | $348 | 0.00% | +130 | New |
| Barrett & Company, Inc. | 300 | $804 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $804 | 0.00% | +300 | New |
| South State Corp. | 314 | $842 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $1.07K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 600 | $1.61K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 850 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $2.68K | 0.00% | +1,000 | New |
| US Bancorp | 1,083 | $2.90K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $5.58K | 0.00% | +2,500 | New |
| Avion Wealth | 2,000 | $6.00K | 0.00% | +2,000 | New |
| Global Retirement Partners, LLC | 2,448 | $6.56K | 0.00% | +2,448 | New |
| Laurel Wealth Advisors LLC | 2,500 | $6.70K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,500 | $6.70K | 0.00% | +1,000+66.7% | Added |
| Wetzel Investment Advisors, Inc. | 5,000 | $9.35K | 0.01% | +4,000+400.0% | Added |
| Rhumbline Advisers | 3,784 | $10.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,000 | $16.1K | 0.00% | +6,000 | New |
| National Bank of Canada | 8,825 | $19.3K | 0.00% | +8,825 | New |
| Apollon Wealth Management, LLC | 10,000 | $26.8K | 0.00% | +10,000 | New |
| WT Wealth Management | 10,100 | $27.1K | 0.01% | 00.0% | Unchanged |
| Herbst Group, LLC | 10,300 | $27.6K | 0.02% | +10,300 | New |
| Venture Visionary Partners LLC | 10,375 | $27.8K | 0.00% | +10,375 | New |
| State Board of Administration of Florida Retirement System | 18,471 | $29.4K | 0.00% | +18,471 | New |
| Independent Advisor Alliance | 11,500 | $30.8K | 0.00% | +1,500+15.0% | Added |
| Cassaday & Co Wealth Management LLC | 11,615 | $31.1K | 0.00% | +11,615 | New |
| Wealth Enhancement Advisory Services, LLC | 11,721 | $31.4K | 0.00% | +11,721 | New |
| CVI Holdings, LLC | 13,734 | $36.8K | 0.03% | +13,734 | New |
| Nebula Research & Development LLC | 13,974 | $37.5K | 0.01% | +13,974 | New |
| Verition Fund Management LLC | 14,050 | $37.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,237 | $38.0K | 0.00% | +14,237 | New |
| Pekin Hardy Strauss, Inc. | 14,500 | $38.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,520 | $41.6K | 0.00% | +15,520 | New |
| BNP Paribas Arbitrage, SA | 15,836 | $42.4K | 0.00% | −8,022−33.6% | Reduced |
| Point72 Asset Management, L.P. | 16,070 | $43.1K | 0.00% | +11,270+234.8% | Added |
| Invesco Ltd. | 16,356 | $43.8K | 0.00% | −6,820−29.4% | Reduced |
| Bleakley Financial Group, LLC | 16,395 | $43.9K | 0.00% | −8,003−32.8% | Reduced |
| Simplicity Wealth,LLC | 16,395 | $43.9K | 0.00% | +16,395 | New |
| Bank of New York Mellon Corp | 16,941 | $45.4K | 0.00% | −48,193−74.0% | Reduced |
| PSI Advisors, LLC | 17,000 | $45.6K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 17,218 | $46.1K | 0.00% | +3,827+28.6% | Added |
| Spire Wealth Management | 17,767 | $47.6K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 18,267 | $49.0K | 0.00% | −9,002−33.0% | Reduced |
| Credit Suisse AG | 18,517 | $49.6K | 0.00% | −755−3.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,000 | $53.6K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 20,000 | $53.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 21,400 | $57.4K | 0.00% | +240+1.1% | Added |
| Capital Advisors Wealth Management, LLC | 21,800 | $58.4K | 0.01% | +21,800 | New |
| Azimuth Capital Investment Management LLC | 22,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 23,250 | $62.0K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 23,330 | $62.5K | 0.00% | +23,330 | New |
| Nomura Holdings Inc | 23,578 | $63.2K | 0.00% | −13,767−36.9% | Reduced |
| Victory Capital Management Inc | 24,179 | $64.8K | 0.00% | +8,981+59.1% | Added |
| CFS Investment Advisory Services, LLC | 24,551 | $66.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 25,000 | $67.0K | 0.00% | −6,500−20.6% | Reduced |
| SG Americas Securities, LLC | 25,756 | $69.0K | 0.00% | +25,756 | New |
| Summit Financial, LLC | 25,864 | $69.3K | 0.00% | +10,355+66.8% | Added |
| Polymer Capital Management (HK) LTD | 26,600 | $71.3K | 0.02% | +26,600 | New |
| Wells Fargo & Company | 27,807 | $74.5K | 0.00% | +24,466+732.3% | Added |
| Prelude Capital Management, LLC | 27,963 | $74.9K | 0.01% | −1,828−6.1% | Reduced |
| Private Advisor Group, LLC | 28,828 | $77.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,035 | $77.8K | 0.00% | −2,316−7.4% | Reduced |
| Principal Financial Group Inc | 29,151 | $78.1K | 0.00% | −4,482−13.3% | Reduced |
| Boomfish Wealth Group, LLC | 29,895 | $80.1K | 0.05% | +29,895 | New |
| Prudential Financial Inc | 32,060 | $85.9K | 0.00% | −1,200−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 32,173 | $86.2K | 0.00% | +22,573+235.1% | Added |
| Omers Administration Corp | 32,200 | $86.3K | 0.00% | +32,200 | New |
| Eaton Financial Holdings Company, LLC | 34,030 | $91.2K | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,400 | $95.0K | 0.00% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 37,100 | $99.4K | 0.06% | +37,100 | New |
| Daiwa Securities Group Inc. | 38,500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 38,762 | $103.9K | 0.00% | +12,939+50.1% | Added |
| Tocqueville Asset Management L.P. | 39,750 | $106.5K | 0.00% | +39,750 | New |
| XTX Topco Ltd | 42,822 | $114.8K | 0.02% | +42,822 | New |
| Tudor Investment Corp Et Al | 43,214 | $115.8K | 0.00% | +43,214 | New |
| Royal Bank of Canada | 43,796 | $117.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 47,000 | $126.0K | 0.01% | +47,000 | New |
| Boothbay Fund Management, LLC | 47,371 | $127.0K | 0.00% | −49,362−51.0% | Reduced |
| Bayesian Capital Management, LP | 51,200 | $137.2K | 0.01% | +51,200 | New |
| Bank of Montreal | 50,900 | $139.0K | 0.00% | +50,900 | New |
| Raymond James & Associates | 56,877 | $152.4K | 0.00% | +17,527+44.5% | Added |
| Charles Schwab Investment Management Inc | 57,991 | $155.4K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 63,500 | $170.2K | 0.00% | +63,500 | New |
| Brevan Howard Capital Management LP | 69,025 | $185.0K | 0.02% | +69,025 | New |
| Aristeia Capital LLC | 70,959 | $190.2K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 74,396 | $199.4K | 0.01% | +47,286+174.4% | Added |
| Diametric Capital, LP | 76,784 | $205.8K | 0.11% | −11,386−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 78,630 | $210.7K | 0.00% | +6,536+9.1% | Added |
| ExodusPoint Capital Management, LP | 83,400 | $224.0K | 0.00% | +83,400 | New |
| Russell Investments Group, Ltd. | 84,367 | $226.1K | 0.00% | −329−0.4% | Reduced |
| Wolverine Asset Management LLC | 87,384 | $234.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 92,300 | $247.4K | 0.01% | −23,946−20.6% | Reduced |
| Stoneridge Investment Partners LLC | 93,401 | $250.0K | 0.10% | +64,145+219.3% | Added |