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, Q4 2023
Institutional positions in Icahn Enterprises L.P. as of Dec 31, 2023. 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
- 138
- +1 vs. Q3 2023
- Shares held
- 373.7M
- +17.8M (+5.0%) vs. Q3 2023
- Total value
- $6.42B
- −$614.9M (−8.7%) vs. Q3 2023
- New holders
- 25
- 49 more added
- Sold out
- 24
- 47 more reduced
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Icahn Enterprises L.P.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Icahn Carl CSuperinvestorIcahn Capital | 367,879,902 | $6.32B | 57.94% | +17,060,798+4.9% | Added |
| Morgan Stanley | 1,571,404 | $27.0M | 0.00% | +675,675+75.4% | Added |
| First Trust Advisors LP | 407,999 | $7.01M | 0.01% | −23,662−5.5% | Reduced |
| Geode Capital Management, LLC | 333,931 | $5.74M | 0.00% | +15,120+4.7% | Added |
| Group One Trading, L.P. | 281,806 | $4.84M | 0.15% | −36,937−11.6% | Reduced |
| Jane Street Group, LLC | 277,309 | $4.77M | 0.01% | +192,697+227.7% | Added |
| Citadel Advisors LLC | 183,579 | $3.16M | 0.00% | +183,579 | New |
| BNP Paribas Arbitrage, SA | 178,470 | $3.07M | 0.01% | +178,466+4,461,650.0% | Added |
| Jump Financial, LLC | 155,609 | $2.67M | 0.09% | +155,609 | New |
| Advisor Group Holdings, Inc. | 154,092 | $2.65M | 0.00% | −122,663−44.3% | Reduced |
| LPL Financial LLC | 141,009 | $2.42M | 0.00% | −349−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 116,108 | $2.00M | 0.00% | −14,653−11.2% | Reduced |
| Simplex Trading, LLC | 102,125 | $1.75M | 0.05% | +102,125 | New |
| Creative Planning | 94,745 | $1.63M | 0.00% | +44,413+88.2% | Added |
| Fishman Jay A Ltd | 93,106 | $1.60M | 0.18% | −57,662−38.2% | Reduced |
| Goldman Sachs Group Inc | 90,921 | $1.56M | 0.00% | +35,305+63.5% | Added |
| Wells Fargo & Company | 83,632 | $1.44M | 0.00% | −100,667−54.6% | Reduced |
| Fort Point Capital Partners LLC | 80,100 | $1.38M | 0.21% | 00.0% | Unchanged |
| UBS Group AG | 75,939 | $1.31M | 0.00% | −9,174−10.8% | Reduced |
| Bank of America Corp | 71,117 | $1.22M | 0.00% | −79,512−52.8% | Reduced |
| Commonwealth Equity Services, LLC | 69,445 | $1.19M | 0.00% | −13,010−15.8% | Reduced |
| Royal Bank of Canada | 63,660 | $1.09M | 0.00% | +25,189+65.5% | Added |
| MKT Advisors LLC | 60,000 | $1.06M | 0.70% | +60,000 | New |
| Merit Financial Group, LLC | 58,870 | $1.01M | 0.03% | −14,549−19.8% | Reduced |
| Gsa Capital Partners LLP | 54,840 | $943.0K | 0.08% | −11,008−16.7% | Reduced |
| Advisory Services Network, LLC | 49,464 | $850.3K | 0.02% | +9,668+24.3% | Added |
| Wolverine Trading, LLC | 48,069 | $826.3K | 0.01% | +13,906+40.7% | Added |
| Triumph Capital Management | 44,707 | $768.5K | 0.33% | +10,261+29.8% | Added |
| Fortis Group Advisors, LLC | 14,279 | $738.4K | 0.18% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 42,098 | $723.7K | 0.42% | +2,400+6.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 37,585 | $646.1K | 0.00% | −1,054−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 37,400 | $642.9K | 0.10% | +37,400 | New |
| AdvisorNet Financial, Inc | 36,335 | $624.6K | 0.06% | +5,779+18.9% | Added |
| Griffin Asset Management, Inc. | 35,096 | $603.3K | 0.08% | −4,282−10.9% | Reduced |
| Stifel Financial Corp | 33,528 | $576.4K | 0.00% | −2,358−6.6% | Reduced |
| Western Wealth Management, LLC | 33,164 | $570.1K | 0.04% | +5,586+20.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,978 | $533.0K | 0.00% | +11,025+55.3% | Added |
| HighTower Advisors, LLC | 30,092 | $517.0K | 0.00% | +16,738+125.3% | Added |
| KG&L Capital Management,LLC | 28,607 | $491.8K | 0.21% | +4,720+19.8% | Added |
| Janney Montgomery Scott LLC | 28,501 | $490.0K | 0.00% | −28,710−50.2% | Reduced |
| PSI Advisors, LLC | 23,940 | $411.5K | 0.15% | +1,029+4.5% | Added |
| Avantax Advisory Services, Inc. | 21,825 | $375.2K | 0.00% | +21,825 | New |
| We Are One Seven, LLC | 20,256 | $348.2K | 0.02% | −2,200−9.8% | Reduced |
| Moors & Cabot, Inc. | 20,006 | $343.9K | 0.02% | −4,335−17.8% | Reduced |
| Lincoln National Corp | 19,964 | $343.2K | 0.01% | −678−3.3% | Reduced |
| Virtu Financial LLC | 19,822 | $341.0K | 0.03% | −4,784−19.4% | Reduced |
| International Assets Investment Management, LLC | 19,458 | $334.5K | 0.04% | +45+0.2% | Added |
| Garden State Investment Advisory Services LLC | 18,004 | $309.5K | 0.13% | −9,404−34.3% | Reduced |
| Oppenheimer & Co Inc | 17,966 | $308.8K | 0.01% | −1,480−7.6% | Reduced |
| Bank of Montreal | 17,349 | $300.0K | 0.00% | +17,349 | New |
| Rockefeller Capital Management L.P. | 16,784 | $288.5K | 0.00% | −19,994−54.4% | Reduced |
| Raymond James & Associates | 15,587 | $267.9K | 0.00% | −13,012−45.5% | Reduced |
| Stablepoint Partners, LLC | 15,546 | $267.2K | 0.07% | +15,546 | New |
| The PNC Financial Services Group, Inc. | 15,353 | $263.9K | 0.00% | +537+3.6% | Added |
| Prime Capital Investment Advisors, LLC | 14,821 | $254.8K | 0.00% | −2,660−15.2% | Reduced |
| GTS Securities LLC | 13,735 | $236.1K | 0.01% | +13,735 | New |
| Cetera Advisor Networks LLC | 13,331 | $229.2K | 0.00% | +417+3.2% | Added |
| Charles Schwab Investment Advisory, Inc. | 12,569 | $216.1K | 0.00% | −1,166−8.5% | Reduced |
| Emfo, LLC | 11,800 | $202.8K | 0.19% | −2,616−18.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 11,350 | $195.0K | 0.06% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11,217 | $192.8K | 0.10% | +11,217 | New |
| National Bank of Canada | 10,600 | $187.1K | 0.00% | +600+6.0% | Added |
| Stratos Wealth Partners, LTD. | 10,723 | $184.3K | 0.00% | −10,187−48.7% | Reduced |
| HighPoint Advisor Group LLC | 10,187 | $175.0K | 0.01% | +10,187 | New |
| Vima LLC | 9,739 | $167.4K | 0.39% | +9,739 | New |
| Newbridge Financial Services Group, Inc. | 8,579 | $147.5K | 0.07% | +2,227+35.1% | Added |
| Tower Research Capital LLC (TRC) | 7,609 | $130.8K | 0.00% | +5,910+347.9% | Added |
| Barclays PLC | 7,349 | $126.3K | 0.00% | −8,126−52.5% | Reduced |
| Global Retirement Partners, LLC | 5,495 | $98.2K | 0.00% | +4,526+467.1% | Added |
| Clear Street Markets LLC | 5,212 | $90.0K | 0.04% | −719−12.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,000 | $86.0K | 0.02% | +5,000 | New |
| LM Advisors LLC | 3,319 | $57.1K | 0.01% | +3,319 | New |
| Steward Partners Investment Advisory, LLC | 2,707 | $46.5K | 0.00% | −619−18.6% | Reduced |
| Lee Financial Co | 2,634 | $45.3K | 0.01% | −4−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,618 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,161 | $37.1K | 0.00% | −213−9.0% | Reduced |
| Bramshill Investments, LLC | 1,788 | $36.1K | 0.00% | +1,788 | New |
| Parallel Advisors, LLC | 2,006 | $34.5K | 0.00% | +1,145+133.0% | Added |
| Fifth Third Bancorp | 1,997 | $34.3K | 0.00% | +38+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,762 | $30.3K | 0.00% | −9−0.5% | Reduced |
| Proequities, Inc. | 1,728 | $29.7K | 0.00% | +98+6.0% | Added |
| Tradition Wealth Management, LLC | 1,707 | $29.0K | 0.00% | −168−9.0% | Reduced |
| LGT Financial Advisors LLC | 1,517 | $26.1K | 0.03% | +87+6.1% | Added |
| Private Trust Co NA | 1,452 | $25.0K | 0.00% | +83+6.1% | Added |
| American National Bank | 1,181 | $20.3K | 0.00% | +67+6.0% | Added |
| Spire Wealth Management | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,000 | $17.2K | 0.00% | −200−16.7% | Reduced |
| FinTrust Capital Advisors, LLC | 860 | $14.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 831 | $14.3K | 0.00% | +47+6.0% | Added |
| GWM Advisors LLC | 764 | $13.1K | 0.00% | −445−36.8% | Reduced |
| Truvestments Capital LLC | 707 | $12.2K | 0.01% | +707 | New |
| JPMorgan Chase & Co | 688 | $11.8K | 0.00% | +94+15.8% | Added |
| Huntington National Bank | 524 | $9.01K | 0.00% | +37+7.6% | Added |
| Allworth Financial LP | 520 | $8.94K | 0.00% | +520 | New |
| Geneos Wealth Management Inc. | 487 | $8.37K | 0.00% | +27+5.9% | Added |
| Tucker Asset Management LLC | 446 | $7.67K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 430 | $7.39K | 0.00% | +2+0.5% | Added |
| Cedar Wealth Management, LLC | 420 | $7.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 400 | $6.88K | 0.00% | +400 | New |
| Venturi Wealth Management, LLC | 380 | $6.53K | 0.00% | 00.0% | Unchanged |