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, Q3 2024
Institutional positions in Esperion Therapeutics, Inc. as of Sep 30, 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
- 184
- +10 vs. Q2 2024
- Shares held
- 129.5M
- +6.49M (+5.3%) vs. Q2 2024
- Total value
- $214.3M
- −$58.9M (−21.5%) vs. Q2 2024
- New holders
- 32
- 49 more added
- Sold out
- 22
- 44 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Esperion Therapeutics, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 39 | $64 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $95 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $99 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $165 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 123 | $256 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 130 | $277 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 180 | $297 | 0.00% | −270−60.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 190 | $314 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 193 | $318 | 0.00% | +193 | New |
| City State Bank | 200 | $330 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 255 | $421 | 0.00% | +255 | New |
| Barrett & Company, Inc. | 300 | $495 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $495 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 314 | $518 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $656 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 489 | $807 | 0.00% | +489 | New |
| Sterling Capital Management LLC | 490 | $809 | 0.00% | +490 | New |
| GHP Investment Advisors, Inc. | 500 | $825 | 0.00% | +500 | New |
| Nisa Investment Advisors, LLC | 543 | $896 | 0.00% | +543 | New |
| GWM Advisors LLC | 600 | $990 | 0.00% | −100−14.3% | Reduced |
| Quadrant Capital Group LLC | 735 | $1.21K | 0.00% | +300+69.0% | Added |
| Allspring Global Investments Holdings, LLC | 770 | $1.27K | 0.00% | +770 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $1.65K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,083 | $1.79K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,572 | $2.59K | 0.00% | +1,572 | New |
| Hoertkorn Richard Charles | 2,000 | $3.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,448 | $4.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,500 | $4.13K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3,050 | $5.03K | 0.00% | +550+22.0% | Added |
| Bank of Montreal | 3,030 | $5.09K | 0.00% | −426,822−99.3% | Reduced |
| GeoWealth Management, LLC | 3,347 | $5.52K | 0.00% | +3,347 | New |
| CWM, LLC | 4,161 | $7.00K | 0.00% | +3,311+389.5% | Added |
| Amalgamated Bank | 6,538 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,711 | $11.1K | 0.00% | +6,711 | New |
| Geneos Wealth Management Inc. | 7,150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8,000 | $13.0K | 0.00% | +1,000+14.3% | Added |
| National Bank of Canada | 8,650 | $14.3K | 0.00% | −10,400−54.6% | Reduced |
| Davenport & Co LLC | 10,000 | $16.5K | 0.00% | −20,000−66.7% | Reduced |
| Apollon Wealth Management, LLC | 10,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,000 | $16.5K | 0.00% | +10,000 | New |
| Herbst Group, LLC | 10,300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,375 | $17.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,721 | $17.7K | 0.00% | +10,721 | New |
| Baxter Bros Inc | 11,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,969 | $18.4K | 0.00% | +10,969 | New |
| Carroll Investors, Inc | 12,071 | $19.9K | 0.01% | +12,071 | New |
| Xponance, Inc. | 12,086 | $19.9K | 0.00% | −359−2.9% | Reduced |
| MML Investors Services, LLC | 12,378 | $20.0K | 0.00% | +331+2.7% | Added |
| Lazard Asset Management LLC | 12,351 | $20.0K | 0.00% | +657+5.6% | Added |
| Sigma Planning Corp | 12,241 | $20.2K | 0.00% | +100+0.8% | Added |
| WT Wealth Management | 10,100 | $20.6K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13,282 | $21.9K | 0.00% | +1,667+14.4% | Added |
| PSI Advisors, LLC | 13,500 | $22.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,548 | $22.4K | 0.00% | −4,000−22.8% | Reduced |
| California State Teachers Retirement System | 13,692 | $22.6K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 14,050 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11,905 | $23.3K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 14,500 | $23.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 15,344 | $25.3K | 0.00% | −5,086−24.9% | Reduced |
| Cetera Investment Advisers | 15,625 | $25.8K | 0.00% | +96+0.6% | Added |
| Traphagen Investment Advisors LLC | 16,200 | $26.7K | 0.00% | +16,200 | New |
| Bleakley Financial Group, LLC | 16,357 | $27.0K | 0.00% | −38−0.2% | Reduced |
| Legal & General Group Plc | 17,541 | $28.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 17,767 | $29.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,390 | $30.3K | 0.00% | +18,390 | New |
| Ameritas Investment Partners, Inc. | 18,512 | $30.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,550 | $31.0K | 0.00% | +5,000+36.9% | Added |
| Royal Bank of Canada | 19,560 | $32.0K | 0.00% | −127,516−86.7% | Reduced |
| Commonwealth Equity Services, LLC | 19,237 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 20,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 20,000 | $33.0K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 20,300 | $33.5K | 0.00% | +300+1.5% | Added |
| Delta Financial Group, Inc. | 21,750 | $36.0K | 0.01% | −1,200−5.2% | Reduced |
| Azimuth Capital Investment Management LLC | 22,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 23,233 | $38.3K | 0.00% | +2,636+12.8% | Added |
| Nomura Holdings Inc | 23,578 | $38.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 23,661 | $39.0K | 0.00% | +4,840+25.7% | Added |
| Gotham Asset Management, LLC | 23,866 | $39.4K | 0.00% | +8,595+56.3% | Added |
| Victory Capital Management Inc | 24,627 | $40.6K | 0.00% | +2,417+10.9% | Added |
| CFS Investment Advisory Services, LLC | 24,551 | $41.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 25,655 | $42.2K | 0.00% | +25,655 | New |
| Man Group plc | 25,692 | $42.4K | 0.00% | +25,692 | New |
| Versor Investments LP | 26,400 | $43.6K | 0.01% | +26,400 | New |
| Whitebox Advisors LLC | 30,182 | $49.8K | 0.00% | +30,182 | New |
| Private Advisor Group, LLC | 30,270 | $49.9K | 0.00% | +100+0.3% | Added |
| New York State Common Retirement Fund | 31,400 | $51.8K | 0.00% | −45,100−59.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 31,800 | $52.5K | 0.01% | +5,000+18.7% | Added |
| Boomfish Wealth Group, LLC | 34,997 | $57.7K | 0.04% | +5,102+17.1% | Added |
| ProShare Advisors LLC | 35,706 | $58.9K | 0.00% | +35,706 | New |
| Daiwa Securities Group Inc. | 38,500 | $63.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 38,556 | $63.6K | 0.00% | +38,556 | New |
| Summit Financial, LLC | 39,378 | $65.0K | 0.00% | +6,691+20.5% | Added |
| Summit Wealth Group, LLC | 40,000 | $66.0K | 0.02% | +40,000 | New |
| Eaton Financial Holdings Company, LLC | 44,030 | $72.7K | 0.03% | +44,030 | New |
| Boothbay Fund Management, LLC | 44,909 | $74.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 47,000 | $77.5K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 49,570 | $81.8K | 0.00% | +2,600+5.5% | Added |