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, Q4 2024
Institutional positions in Esperion Therapeutics, Inc. as of Dec 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
- 190
- +8 vs. Q3 2024
- Shares held
- 126.3M
- +619.0K (+0.5%) vs. Q3 2024
- Total value
- $277.9M
- +$69.9M (+33.6%) vs. Q3 2024
- New holders
- 34
- 55 more added
- Sold out
- 26
- 44 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Esperion Therapeutics, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 15 | $33 | 0.00% | +15 | New |
| Innovative Advisory Group, LLC | 20 | $44 | 0.00% | +20 | New |
| MAI Capital Management | 30 | $66 | 0.00% | +30 | New |
| Harbour Investments, Inc. | 39 | $86 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $130 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $215 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $220 | 0.00% | +40+66.7% | Added |
| GeoWealth Management, LLC | 102 | $224 | 0.00% | −3,245−97.0% | Reduced |
| Cornerstone Planning Group LLC | 123 | $245 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 130 | $286 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 157 | $345 | 0.00% | +157 | New |
| Manchester Capital Management LLC | 180 | $396 | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $440 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 255 | $561 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 260 | $569 | 0.00% | +260 | New |
| Barrett & Company, Inc. | 300 | $660 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $660 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $880 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 489 | $1.08K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $1.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 600 | $1.32K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 862 | $1.42K | 0.00% | +862 | New |
| Quadrant Capital Group LLC | 735 | $1.62K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 803 | $1.77K | 0.00% | +803 | New |
| Asset Planning,Inc | 900 | $1.98K | 0.00% | +900 | New |
| Nisa Investment Advisors, LLC | 973 | $2.14K | 0.00% | +430+79.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $2.20K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,083 | $2.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,600 | $3.52K | 0.00% | +1,600 | New |
| Hoertkorn Richard Charles | 2,000 | $4.40K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,371 | $5.22K | 0.00% | +799+50.8% | Added |
| National Bank of Canada | 2,450 | $5.39K | 0.00% | −6,200−71.7% | Reduced |
| Clearstead Advisors, LLC | 2,500 | $5.50K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,500 | $5.50K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,942 | $6.47K | 0.00% | +2,942 | New |
| DHJJ Financial Advisors, Ltd. | 3,050 | $6.71K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,921 | $9.00K | 0.00% | −240−5.8% | Reduced |
| GF Fund Management Co. Ltd. | 4,137 | $9.10K | 0.00% | +4,137 | New |
| Sterling Capital Management LLC | 4,458 | $9.81K | 0.00% | +3,968+809.8% | Added |
| Raiffeisen Bank International AG | 4,400 | $9.92K | 0.00% | +4,400 | New |
| Caitong International Asset Management Co., Ltd | 5,438 | $12.0K | 0.01% | +5,438 | New |
| Amalgamated Bank | 6,538 | $14.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6,600 | $14.5K | 0.01% | +6,600 | New |
| Tower Research Capital LLC (TRC) | 6,708 | $14.8K | 0.00% | −30.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,566 | $15.0K | 0.00% | +6,566 | New |
| Geneos Wealth Management Inc. | 7,150 | $15.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,000 | $22.0K | 0.00% | −234,000−95.9% | Reduced |
| Davenport & Co LLC | 10,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| WT Wealth Management | 10,100 | $22.2K | 0.01% | 00.0% | Unchanged |
| Herbst Group, LLC | 10,300 | $22.7K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,375 | $22.8K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,721 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 11,100 | $24.4K | 0.00% | +11,100 | New |
| Cassaday & Co Wealth Management LLC | 11,615 | $25.6K | 0.00% | −1,667−12.6% | Reduced |
| Gotham Asset Management, LLC | 11,977 | $26.3K | 0.00% | −11,889−49.8% | Reduced |
| Carroll Investors, Inc | 12,071 | $26.6K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,099 | $26.6K | 0.00% | −3,245−21.1% | Reduced |
| Lazard Asset Management LLC | 12,351 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11,905 | $27.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,791 | $28.0K | 0.00% | +413+3.3% | Added |
| Xponance, Inc. | 13,231 | $29.1K | 0.00% | +1,145+9.5% | Added |
| PSI Advisors, LLC | 13,500 | $29.7K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 13,692 | $30.1K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 14,000 | $30.8K | 0.00% | +1,000+7.7% | Added |
| Verition Fund Management LLC | 14,050 | $30.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,737 | $32.0K | 0.00% | −4,500−23.4% | Reduced |
| Baxter Bros Inc | 15,000 | $33.0K | 0.00% | +4,000+36.4% | Added |
| Bleakley Financial Group, LLC | 16,357 | $36.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 17,541 | $38.6K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,683 | $38.9K | 0.00% | +17,683 | New |
| Spire Wealth Management | 17,767 | $39.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,382 | $40.0K | 0.00% | −1,178−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,512 | $40.7K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 20,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 20,000 | $44.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,775 | $45.7K | 0.00% | +5,150+33.0% | Added |
| Janney Montgomery Scott LLC | 21,550 | $47.0K | 0.00% | +3,000+16.2% | Added |
| HSBC Holdings PLC | 21,979 | $48.2K | 0.00% | −3,676−14.3% | Reduced |
| Azimuth Capital Investment Management LLC | 22,000 | $48.4K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 23,350 | $51.0K | 0.01% | +1,600+7.4% | Added |
| Nomura Holdings Inc | 23,620 | $52.0K | 0.00% | +42+0.2% | Added |
| XTX Topco Ltd | 24,494 | $53.9K | 0.00% | −131,806−84.3% | Reduced |
| CFS Investment Advisory Services, LLC | 24,551 | $54.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25,000 | $55.0K | 0.01% | +25,000 | New |
| Crestline Management, LP | 28,745 | $63.2K | 0.00% | +28,745 | New |
| SLT Holdings LLC | 30,000 | $66.0K | 0.06% | +30,000 | New |
| Private Advisor Group, LLC | 30,106 | $66.2K | 0.00% | −164−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 30,172 | $66.4K | 0.00% | +9,872+48.6% | Added |
| J.W. Cole Advisors, Inc. | 30,200 | $66.4K | 0.00% | +30,200 | New |
| New York State Common Retirement Fund | 31,400 | $69.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 33,570 | $73.9K | 0.00% | −16,000−32.3% | Reduced |
| Creative Planning | 34,989 | $77.0K | 0.00% | +11,756+50.6% | Added |
| Boomfish Wealth Group, LLC | 34,997 | $77.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 35,055 | $77.1K | 0.01% | +3,255+10.2% | Added |
| Rafferty Asset Management, LLC | 37,056 | $81.5K | 0.00% | +37,056 | New |
| Police & Firemen's Retirement System of New Jersey | 37,989 | $83.6K | 0.00% | +37,989 | New |
| Daiwa Securities Group Inc. | 39,150 | $85.0K | 0.00% | +650+1.7% | Added |
| Belpointe Asset Management LLC | 47,000 | $86.0K | 0.01% | 00.0% | Unchanged |