ESPR — ESPERION THERAPEUTICS INC NE
Reported value held$329.40M
Funds holding (latest)44
Sector—
Funds holding (Q2 2026)30
Institutional value$233.64M · 74.27M sh
New / Add / Cut / Exit4 / 15 / 11 / 6
Top-5 / Top-10 concentration68.9% / 89.3%
Institutional holdings change
Accumulating +2.2%
(+1.62M sh)
Institutional value change
Up +17.8%
As of Q2 2026, 30 SEC-registered investment managers reported holding ESPR (ESPERION THERAPEUTICS INC NE) in their latest 13F filings, with a combined reported value of $233.64M across 74.27M shares. That is +2.2% by share count (+1.62M shares) versus the previous quarter, while reported value moved +17.8%. Ownership is concentrated: the five largest holders account for 68.9% of reported value and the top ten for 89.3%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 11 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 22.13M | $69.92M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 14.95M | $55.30M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 10.38M | $32.80M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 7.13M | $22.52M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 6.63M | $20.96M | 0.00% | Add |
| D. E. Shaw & Co history | Q1 2026 | 6.54M | $17.92M | 0.01% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 4.65M | $14.71M | 0.02% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.61M | $14.58M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 3.84M | $12.12M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.32M | $7.34M | 0.00% | Add |
| Royce & Associates history | Q1 2026 | 2.63M | $7.20M | 0.07% | Reduce |
| Millennium Management history | Q2 2026 | 2.23M | $7.03M | 0.00% | Add |
| Fidelity International (FIL) history | Q2 2026 | 2.11M | $6.66M | 0.01% | New |
| Point72 Asset Management history | Q1 2026 | 1.69M | $4.63M | 0.01% | New |
| Norges Bank Investment Management history | Q4 2022 | 735.90K | $4.58M | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 1.40M | $4.40M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 835.05K | $2.64M | 0.00% | Reduce |
| Soros Fund Management history | Q2 2026 | 757.36K | $2.39M | 0.03% | New |
| Charles Schwab Investment Management history | Q2 2026 | 742.25K | $2.35M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 732.62K | $2.32M | 0.00% | Add |
New Positions (Q2 2026)
- Balyasny Asset Management 4.65M sh · $14.71M
- Fidelity International (FIL) 2.11M sh · $6.66M
- JPMorgan Chase & Co 1.40M sh · $4.40M
- Soros Fund Management 757.36K sh · $2.39M
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 6.54M sh · $17.92M
- Royce & Associates sold 2.63M sh · $7.20M
- Point72 Asset Management sold 1.69M sh · $4.63M
- Wellington Management Group sold 695.85K sh · $1.91M
- Lazard Asset Management sold 580.71K sh · $1.59M
- AQR Capital Management sold 314.87K sh · $862.73K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 18.05M | 14.24M | 14.49M | 14.71M | 14.83M | 17.68M | 17.85M | 22.13M |
| Goldman Sachs Group | 27.55K | 287.27K | 369.51K | 261.56K | 465.80K | 728.34K | 701.16K | 825.71K | 1.18M | 1.06M | 3.36M | 916.01K | 1.31M | 2.75M | 1.53M | 798.75K | 1.71M | 2.85M | 2.41M | 10.38M |
| Two Sigma Investments | — | 342.65K | 139.90K | 382.40K | 1.07M | 1.54M | 1.06M | 1.18M | 1.46M | 2.33M | 3.98M | 4.07M | 3.63M | 3.54M | 2.73M | 1.83M | 2.24M | 4.74M | 9.46M | 7.13M |
| Geode Capital Management | 341.87K | 828.20K | 1.11M | 1.10M | 1.13M | 1.28M | 1.32M | 823.51K | 970.24K | 1.11M | 1.75M | 4.16M | 4.33M | 4.34M | 4.45M | 4.58M | 4.75M | 5.74M | 5.96M | 6.63M |
| Balyasny Asset Management | — | — | — | 11.97K | 795.67K | 3.43M | 4.77M | 16.04K | — | 37.19K | 159.04K | — | — | — | — | — | 115.62K | — | — | 4.65M |
| Fidelity Management & Research (FMR) | — | — | 6.67K | 8.67K | 8.31K | 94.97K | 92.04K | 240.48K | 253.06K | 276.85K | 105.17K | 77.08K | 71.16K | 111.26K | 73.17K | 60.03K | 63.32K | 80.40K | 374.48K | 4.61M |
| UBS Group AG | 34.52K | 64.74K | 13.84K | 16.45K | 14.08K | 23.46K | 63.59K | 55.20K | 31.16K | 236.16K | 21.40K | 68.18K | 90.29K | 876.94K | 669.92K | 1.54M | 1.25M | 313.35K | 4.29M | 3.84M |
| Northern Trust Corp | 294.84K | 337.16K | 525.84K | 567.70K | 582.01K | 665.08K | 676.32K | 161.23K | 228.71K | 236.59K | 308.68K | 405.04K | 1.47M | 1.54M | 1.54M | 1.78M | 1.85M | 2.00M | 2.10M | 2.32M |
| Millennium Management | 467.30K | 334.43K | 1.25M | 2.71M | 1.72M | 2.47M | 4.18M | 3.55M | 5.99M | 3.64M | 5.68M | 6.81M | 3.40M | 829.88K | 961.03K | 452.65K | 974.86K | 3.93M | 604.35K | 2.23M |
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.11M |
| JPMorgan Chase & Co | 86.45K | 117.30K | 12.00K | 880.52K | 400.84K | 375.85K | 130.30K | 223.75K | 1.86M | 1.86M | 2.09M | 2.05M | 2.07M | 2.45M | 1.92M | 561.40K | 945.49K | 965.06K | — | 1.40M |
| Citadel Advisors | 580.87K | 471.42K | 188.62K | 297.49K | 781.54K | 2.19M | 1.11M | 998.08K | 758.45K | 663.68K | 3.75M | 1.95M | 575.72K | 2.41M | 2.59M | 2.73M | 2.04M | 1.51M | 946.01K | 835.05K |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 757.36K |
| Charles Schwab Investment Management | 68.08K | 80.66K | 152.21K | 161.81K | 169.83K | 196.95K | 199.81K | — | 57.99K | 57.99K | 57.99K | 554.91K | 554.91K | 554.22K | 554.22K | 617.14K | 586.42K | 715.33K | 670.28K | 742.25K |
| BNY Mellon | 92.05K | 111.33K | 224.22K | 241.19K | 272.41K | 286.29K | 284.94K | 27.56K | 27.40K | 65.13K | 16.94K | 572.32K | 425.77K | 427.53K | 415.14K | 427.06K | 463.09K | 549.09K | 555.18K | 732.62K |
| Morgan Stanley | 451.82K | 445.21K | 370.99K | 2.59M | 2.59M | 2.59M | 788.00K | 788.00K | 788.00K | 1.29M | 1.64M | 3.33M | 2.65M | 6.31M | 6.59M | 1.06M | 4.06M | 3.51M | 2.74M | 700.67K |
| Invesco Ltd | 12.67K | — | 14.11K | 21.91K | 496.52K | 28.61K | 30.21K | 25.95K | 22.50K | 23.18K | 16.36K | 87.06K | 84.73K | 97.83K | 255.48K | 493.93K | 619.77K | 765.12K | 742.64K | 517.55K |
| Principal Global Investors | — | — | 10.49K | 17.00K | 16.86K | 20.74K | 19.29K | 31.54K | 34.44K | 33.63K | 29.15K | 20.43K | 15.34K | 12.10K | 13.26K | 393.29K | 190.06K | 276.29K | 422.78K | 456.48K |
| Bank of America Corp | 101.45K | 155.45K | 88.41K | 74.59K | 65.77K | 87.50K | 513.20K | 184.12K | 104.50K | 176.54K | 4.55M | 1.16M | 1.12M | 1.63M | 1.53M | 836.34K | 304.57K | 696.79K | 249.40K | 450.62K |
| Citigroup Inc | 5.08K | 14.64K | 3.44K | 5.02K | 13.05K | 15.67K | 39.93K | 15.21K | 14.93K | 380.69K | 556.75K | 177.83K | 293.80K | 319.92K | 186.65K | 80.05K | 57.11K | 121.09K | 307.10K | 384.26K |