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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 25,655 | $42.2K | 0.00% | +25,655 | New |
| CFS Investment Advisory Services, LLC | 24,551 | $41.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 24,627 | $40.6K | 0.00% | +2,417+10.9% | Added |
| Gotham Asset Management, LLC | 23,866 | $39.4K | 0.00% | +8,595+56.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,661 | $39.0K | 0.00% | +4,840+25.7% | Added |
| Nomura Holdings Inc | 23,578 | $38.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 23,233 | $38.3K | 0.00% | +2,636+12.8% | Added |
| Azimuth Capital Investment Management LLC | 22,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 21,750 | $36.0K | 0.01% | −1,200−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 20,300 | $33.5K | 0.00% | +300+1.5% | Added |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | 18,550 | $31.0K | 0.00% | +5,000+36.9% | Added |
| Ameritas Investment Partners, Inc. | 18,512 | $30.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 18,390 | $30.3K | 0.00% | +18,390 | New |
| Spire Wealth Management | 17,767 | $29.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 17,541 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 16,357 | $27.0K | 0.00% | −38−0.2% | Reduced |
| Traphagen Investment Advisors LLC | 16,200 | $26.7K | 0.00% | +16,200 | New |
| Cetera Investment Advisers | 15,625 | $25.8K | 0.00% | +96+0.6% | Added |
| Principal Financial Group Inc | 15,344 | $25.3K | 0.00% | −5,086−24.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,500 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11,905 | $23.3K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 14,050 | $23.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 13,692 | $22.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,548 | $22.4K | 0.00% | −4,000−22.8% | Reduced |
| PSI Advisors, LLC | 13,500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13,282 | $21.9K | 0.00% | +1,667+14.4% | Added |
| Independent Advisor Alliance | 13,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| WT Wealth Management | 10,100 | $20.6K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,241 | $20.2K | 0.00% | +100+0.8% | Added |
| 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 |
| Xponance, Inc. | 12,086 | $19.9K | 0.00% | −359−2.9% | Reduced |
| Carroll Investors, Inc | 12,071 | $19.9K | 0.01% | +12,071 | New |
| Wolverine Trading, LLC | 10,969 | $18.4K | 0.00% | +10,969 | New |
| Baxter Bros Inc | 11,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,721 | $17.7K | 0.00% | +10,721 | New |
| Venture Visionary Partners LLC | 10,375 | $17.1K | 0.00% | 00.0% | Unchanged |
| Herbst Group, LLC | 10,300 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| National Bank of Canada | 8,650 | $14.3K | 0.00% | −10,400−54.6% | Reduced |
| Avion Wealth | 8,000 | $13.0K | 0.00% | +1,000+14.3% | Added |
| Geneos Wealth Management Inc. | 7,150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,711 | $11.1K | 0.00% | +6,711 | New |
| Amalgamated Bank | 6,538 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,161 | $7.00K | 0.00% | +3,311+389.5% | Added |
| GeoWealth Management, LLC | 3,347 | $5.52K | 0.00% | +3,347 | New |
| Bank of Montreal | 3,030 | $5.09K | 0.00% | −426,822−99.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3,050 | $5.03K | 0.00% | +550+22.0% | Added |
| 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 |
| Global Retirement Partners, LLC | 2,448 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 2,000 | $3.30K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,572 | $2.59K | 0.00% | +1,572 | New |
| US Bancorp | 1,083 | $1.79K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $1.65K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 770 | $1.27K | 0.00% | +770 | New |
| Quadrant Capital Group LLC | 735 | $1.21K | 0.00% | +300+69.0% | Added |
| GWM Advisors LLC | 600 | $990 | 0.00% | −100−14.3% | Reduced |
| Nisa Investment Advisors, LLC | 543 | $896 | 0.00% | +543 | New |
| GHP Investment Advisors, Inc. | 500 | $825 | 0.00% | +500 | New |
| Sterling Capital Management LLC | 490 | $809 | 0.00% | +490 | New |
| Russell Investments Group, Ltd. | 489 | $807 | 0.00% | +489 | New |
| Parkside Financial Bank & Trust | 400 | $656 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 314 | $518 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 300 | $495 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $495 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 255 | $421 | 0.00% | +255 | New |
| City State Bank | 200 | $330 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 193 | $318 | 0.00% | +193 | New |
| Brown, Lisle/Cummings, Inc. | 190 | $314 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 180 | $297 | 0.00% | −270−60.0% | Reduced |
| Gen-Wealth Partners Inc | 130 | $277 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 123 | $256 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $165 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $99 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $95 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39 | $64 | 0.00% | 00.0% | Unchanged |
| Great Point Partners LLC | 0 | $0 | 0.00% | −5,791,594−100.0% | Sold out |
| Whitefort Capital Management, LP | 0 | $0 | 0.00% | −2,299,121−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −813,399−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −595,016−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −341,223−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −183,922−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −67,070−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −66,588−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −60,216−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −42,161−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −31,070−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −28,915−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −27,374−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −22,518−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,007−100.0% | Sold out |