Icahn Enterprises L.P.
IEP- Exchange
- Nasdaq
- Industry
- Petroleum Refining
- SEC CIK
- 0000813762
No open-market purchases or sales by Icahn Enterprises L.P. insiders were filed in the last 90 days; 117 institutions reported holding it in 13F filings for Q2 2026, worth $4.55B in total; Icahn Capital is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Icahn Enterprises L.P. as of Sep 30, 2021. 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
- 129
- +7 vs. Q2 2021
- Shares held
- 250.8M
- +10.1M (+4.2%) vs. Q2 2021
- Total value
- $12.5B
- −$707.0M (−5.3%) vs. Q2 2021
- New holders
- 20
- 60 more added
- Sold out
- 13
- 21 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IEP 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 | 117 | $4.55B |
| Q1 2026 | 113 | $4.23B |
| Q4 2025 | 126 | $4.22B |
| Q3 2025 | 119 | $4.41B |
| Q2 2025 | 118 | $4.03B |
| Q1 2025 | 111 | $4.12B |
| Q4 2024 | 122 | $3.95B |
| Q3 2024 | 124 | $5.91B |
| Q2 2024 | 132 | $6.76B |
| Q1 2024 | 125 | $6.35B |
| Q4 2023 | 138 | $6.42B |
| Q3 2023 | 137 | $7.04B |
| Q2 2023 | 145 | $9.88B |
| Q1 2023 | 172 | $15.8B |
| Q4 2022 | 166 | $15.5B |
| Q3 2022 | 149 | $14.6B |
| Q2 2022 | 148 | $13.6B |
| Q1 2022 | 146 | $13.5B |
| Q4 2021 | 142 | $12.9B |
| Q3 2021 | 129 | $12.5B |
| Q2 2021 | 123 | $13.2B |
| Q1 2021 | 109 | $12.7B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Icahn Enterprises L.P.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SG3 Management, LLC | 1 | $0 | 0.00% | −999−99.9% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Kelly Financial Services LLC | 10 | $499 | 0.00% | −518−98.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | +1+8.3% | Added |
| JNBA Financial Advisors | 64 | $3.00K | 0.00% | +64 | New |
| Halpern Financial, Inc. | 82 | $4.10K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.00K | 0.00% | +100 | New |
| Strategic Asset Management, LLC | 85 | $5.00K | 0.01% | +85 | New |
| Federation des caisses Desjardins du Quebec | 140 | $6.99K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 132 | $7.00K | 0.00% | +5+3.9% | Added |
| Assetmark, Inc | 151 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 205 | $10.0K | 0.00% | +7+3.5% | Added |
| Parallel Advisors, LLC | 243 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 319 | $16.0K | 0.00% | +10+3.2% | Added |
| Wealth Quarterback LLC | 397 | $20.0K | 0.01% | +16+4.2% | Added |
| Tower Research Capital LLC (TRC) | 400 | $20.0K | 0.00% | +400 | New |
| Consolidated Planning Corp | 445 | $22.0K | 0.01% | +445 | New |
| Arkadios Wealth Advisors | 497 | $24.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 515 | $25.7K | 0.00% | +17+3.4% | Added |
| First Manhattan Co | 523 | $26.0K | 0.00% | +19+3.8% | Added |
| US Bancorp | 545 | $27.0K | 0.00% | −948−63.5% | Reduced |
| Baldwin Brothers Inc | 556 | $28.0K | 0.00% | +21+3.9% | Added |
| Harbor Investment Advisory, LLC | 556 | $28.0K | 0.00% | +21+3.9% | Added |
| AGF Investments LLC | 667 | $33.0K | 0.00% | +13+2.0% | Added |
| IFP Advisors, Inc | 727 | $36.0K | 0.00% | +427+142.3% | Added |
| Clearstead Advisors, LLC | 741 | $37.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,014 | $51.0K | 0.00% | +91+9.9% | Added |
| American Portfolios Advisors | 1,031 | $51.5K | 0.00% | −115−10.0% | Reduced |
| Tradition Wealth Management, LLC | 1,216 | $61.0K | 0.01% | +41+3.5% | Added |
| Highlander Capital Management, LLC | – | $66.0K | 0.03% | – | – |
| Atlas Private Wealth Advisors | 1,626 | $81.0K | 0.04% | +1,626 | New |
| Fifth Third Bancorp | 1,890 | $94.0K | 0.00% | −89−4.5% | Reduced |
| Annapolis Financial Services, LLC | 2,000 | $100.0K | 0.03% | +2,000 | New |
| Captrust Financial Advisors | 2,733 | $136.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,991 | $149.0K | 0.00% | +114+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,153 | $157.0K | 0.00% | −295−8.6% | Reduced |
| Lee Financial Co | 3,227 | $161.0K | 0.03% | +124+4.0% | Added |
| The PNC Financial Services Group, Inc. | 3,330 | $166.0K | 0.00% | +431+14.9% | Added |
| Group One Trading, L.P. | 3,531 | $176.0K | 0.00% | +400+12.8% | Added |
| Welch Group, LLC | 4,071 | $203.0K | 0.01% | 00.0% | Unchanged |
| Thomasville National Bank | 4,250 | $212.0K | 0.02% | +250+6.3% | Added |
| Manufacturers Life Insurance Company, The | 4,276 | $214.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,314 | $215.0K | 0.00% | +212+5.2% | Added |
| Envestnet Asset Management Inc | 4,577 | $229.0K | 0.00% | +931+25.5% | Added |
| Bluefin Capital Management, LLC | 4,581 | $229.0K | 0.03% | +4,581 | New |
| Warther Private Wealth, LLC | 4,511 | $231.0K | 0.21% | +9+0.2% | Added |
| Gabelli Funds LLC | 5,000 | $250.0K | 0.00% | +1,000+25.0% | Added |
| Herold Advisors, Inc. | 5,209 | $260.0K | 0.10% | +5,209 | New |
| Wagner Wealth Management, LLC | 4,524 | $261.0K | 0.21% | +3,488+336.7% | Added |
| Regentatlantic Capital LLC | 5,300 | $265.0K | 0.01% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 5,425 | $271.0K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,500 | $275.0K | 0.00% | 00.0% | Unchanged |
| American National Insurance Co | 5,550 | $277.0K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,545 | $277.0K | 0.13% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,123 | $306.0K | 0.03% | +2,300+60.2% | Added |
| Kingsview Wealth Management, LLC | 6,449 | $322.0K | 0.02% | +1,934+42.8% | Added |
| Bank of Montreal | 6,403 | $322.0K | 0.00% | +6,403 | New |
| Stifel Financial Corp | 6,765 | $338.0K | 0.00% | +6,765 | New |
| Cetera Advisor Networks LLC | 6,907 | $345.0K | 0.00% | +6,907 | New |
| Gabelli & Co Investment Advisers, Inc. | 7,000 | $350.0K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,400 | $370.0K | 0.02% | +7,400 | New |
| AE Wealth Management LLC | 8,053 | $402.0K | 0.00% | +3,540+78.4% | Added |
| Prospera Financial Services Inc | 8,226 | $411.0K | 0.02% | +1,893+29.9% | Added |
| Russell Investments Group, Ltd. | – | $462.0K | 0.00% | – | – |
| Acadian Asset Management LLC | 9,268 | $462.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,821 | $491.0K | 0.00% | +123+1.3% | Added |
| CIBC Asset Management Inc | 10,147 | $507.0K | 0.00% | +1,483+17.1% | Added |
| Creative Planning | 10,234 | $511.0K | 0.00% | +3,487+51.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 10,400 | $519.0K | 0.18% | −2,000−16.1% | Reduced |
| Samalin Investment Counsel, LLC | 10,592 | $529.0K | 0.34% | +501+5.0% | Added |
| Moody National Bank Trust Division | 10,975 | $548.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,959 | $548.0K | 0.01% | +117+1.1% | Added |
| JPMorgan Chase & Co | 12,470 | $622.0K | 0.00% | −10,057−44.6% | Reduced |
| Private Advisor Group, LLC | 12,856 | $642.0K | 0.00% | +2,588+25.2% | Added |
| Marshall Wace North America L.P. | 13,005 | $650.0K | 0.00% | +13,005 | New |
| Barclays PLC | 13,081 | $653.0K | 0.00% | +9,599+275.7% | Added |
| Simplex Trading, LLC | 12,334 | $691.0K | 0.02% | −400−3.1% | Reduced |
| Emfo, LLC | 13,863 | $692.0K | 0.61% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,866 | $693.0K | 0.07% | −4,389−24.0% | Reduced |
| PSI Advisors, LLC | 14,183 | $708.0K | 0.33% | +14,183 | New |
| Charles Schwab Investment Advisory, Inc. | 15,118 | $755.0K | 0.00% | +1,538+11.3% | Added |
| National Asset Management, Inc. | 16,012 | $800.0K | 0.03% | +57+0.4% | Added |
| Virtu Financial LLC | 18,227 | $910.0K | 0.08% | +12,028+194.0% | Added |
| AdvisorNet Financial, Inc | 18,530 | $926.0K | 0.06% | +1,637+9.7% | Added |
| Qube Research & Technologies Ltd | 18,811 | $940.0K | 0.01% | +18,811 | New |
| Boston Private Wealth LLC | 18,861 | $942.0K | 0.01% | +1,726+10.1% | Added |
| Commonwealth Equity Services, LLC | 21,149 | $1.06M | 0.00% | −992−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 21,366 | $1.07M | 0.01% | +52+0.2% | Added |
| Marshall Wace, LLP | 22,320 | $1.11M | 0.01% | −2,749−11.0% | Reduced |
| Centaurus Financial, Inc. | 22,933 | $1.15M | 0.10% | +3,258+16.6% | Added |