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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 14 | $0 | 0.00% | +1+7.7% | Added |
| Penserra Capital Management LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $2 | 0.00% | −2−100.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $52 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $52 | 0.00% | +3 | New |
| Baldwin Brothers Inc | 4 | $69 | 0.00% | −72−94.7% | Reduced |
| BlackRock Inc. | 5 | $86 | 0.00% | +5 | New |
| FMR LLC | 7 | $124 | 0.00% | −4−36.4% | Reduced |
| Institutional & Family Asset Management, LLC | 7 | $124 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $155 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 15 | $257 | 0.00% | −15−50.0% | Reduced |
| McIlrath & Eck, LLC | 15 | $258 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $259 | 0.00% | +1+7.1% | Added |
| Carolinas Wealth Consulting LLC | 19 | $326 | 0.00% | +1+5.6% | Added |
| Salem Investment Counselors Inc | 25 | $430 | 0.00% | −575−95.8% | Reduced |
| Cornerstone Planning Group LLC | 32 | $547 | 0.00% | +2+6.7% | Added |
| Larson Financial Group LLC | 32 | $549 | 0.00% | −494−93.9% | Reduced |
| Citigroup Inc | 35 | $602 | 0.00% | −8,800−99.6% | Reduced |
| SRS Capital Advisors, Inc. | 48 | $826 | 0.00% | +48 | New |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Caitlin John, LLC | 60 | $1.03K | 0.00% | +60 | New |
| GPS Wealth Strategies Group, LLC | 63 | $1.08K | 0.00% | +2+3.3% | Added |
| Clearstead Advisors, LLC | 100 | $1.72K | 0.00% | −1,841−94.8% | Reduced |
| Focused Wealth Management, Inc | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 114 | $1.96K | 0.00% | +6+5.6% | Added |
| Strategic Investment Solutions, Inc. | 167 | $2.87K | 0.00% | −9,304−98.2% | Reduced |
| Bogart Wealth, LLC | 187 | $3.22K | 0.00% | +10+5.6% | Added |
| Cranbrook Wealth Management, LLC | 198 | $3.41K | 0.00% | +11+5.9% | Added |
| Beaird Harris Wealth Management, LLC | 200 | $3.44K | 0.00% | +11+5.8% | Added |
| Indiana Trust & Investment Management CO | 215 | $3.70K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 221 | $3.80K | 0.00% | +12+5.7% | Added |
| Cutler Group LP | 243 | $4.00K | 0.00% | +158+185.9% | Added |
| Principal Securities, Inc. | 250 | $4.30K | 0.00% | +250 | New |
| HHM Wealth Advisors, LLC | 279 | $4.80K | 0.00% | +16+6.1% | Added |
| IFP Advisors, Inc | 300 | $5.16K | 0.00% | −3,747−92.6% | Reduced |
| Cape Investment Advisory, Inc. | 314 | $5.40K | 0.00% | +314 | New |
| CWM, LLC | 355 | $6.00K | 0.00% | +206+138.3% | Added |
| Venturi Wealth Management, LLC | 380 | $6.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 400 | $6.88K | 0.00% | +400 | New |
| Cedar Wealth Management, LLC | 420 | $7.22K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 430 | $7.39K | 0.00% | +2+0.5% | Added |
| Tucker Asset Management LLC | 446 | $7.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 487 | $8.37K | 0.00% | +27+5.9% | Added |
| Allworth Financial LP | 520 | $8.94K | 0.00% | +520 | New |
| Huntington National Bank | 524 | $9.01K | 0.00% | +37+7.6% | Added |
| JPMorgan Chase & Co | 688 | $11.8K | 0.00% | +94+15.8% | Added |
| Truvestments Capital LLC | 707 | $12.2K | 0.01% | +707 | New |
| GWM Advisors LLC | 764 | $13.1K | 0.00% | −445−36.8% | Reduced |
| Harbor Investment Advisory, LLC | 831 | $14.3K | 0.00% | +47+6.0% | Added |
| FinTrust Capital Advisors, LLC | 860 | $14.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,000 | $17.2K | 0.00% | −200−16.7% | Reduced |
| Spire Wealth Management | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,181 | $20.3K | 0.00% | +67+6.0% | Added |
| Private Trust Co NA | 1,452 | $25.0K | 0.00% | +83+6.1% | Added |
| LGT Financial Advisors LLC | 1,517 | $26.1K | 0.03% | +87+6.1% | Added |
| Tradition Wealth Management, LLC | 1,707 | $29.0K | 0.00% | −168−9.0% | Reduced |
| Proequities, Inc. | 1,728 | $29.7K | 0.00% | +98+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,762 | $30.3K | 0.00% | −9−0.5% | Reduced |
| Fifth Third Bancorp | 1,997 | $34.3K | 0.00% | +38+1.9% | Added |
| Parallel Advisors, LLC | 2,006 | $34.5K | 0.00% | +1,145+133.0% | Added |
| Bramshill Investments, LLC | 1,788 | $36.1K | 0.00% | +1,788 | New |
| Harbour Investments, Inc. | 2,161 | $37.1K | 0.00% | −213−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,618 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2,634 | $45.3K | 0.01% | −4−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,707 | $46.5K | 0.00% | −619−18.6% | Reduced |
| LM Advisors LLC | 3,319 | $57.1K | 0.01% | +3,319 | New |
| Pacific Capital Wealth Advisors, Inc | 5,000 | $86.0K | 0.02% | +5,000 | New |
| Clear Street Markets LLC | 5,212 | $90.0K | 0.04% | −719−12.1% | Reduced |
| Global Retirement Partners, LLC | 5,495 | $98.2K | 0.00% | +4,526+467.1% | Added |
| Barclays PLC | 7,349 | $126.3K | 0.00% | −8,126−52.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,609 | $130.8K | 0.00% | +5,910+347.9% | Added |
| Newbridge Financial Services Group, Inc. | 8,579 | $147.5K | 0.07% | +2,227+35.1% | Added |
| Vima LLC | 9,739 | $167.4K | 0.39% | +9,739 | New |
| HighPoint Advisor Group LLC | 10,187 | $175.0K | 0.01% | +10,187 | New |
| Stratos Wealth Partners, LTD. | 10,723 | $184.3K | 0.00% | −10,187−48.7% | Reduced |
| National Bank of Canada | 10,600 | $187.1K | 0.00% | +600+6.0% | Added |
| Anfield Capital Management, LLC | 11,217 | $192.8K | 0.10% | +11,217 | New |
| Beacon Harbor Wealth Advisors, Inc. | 11,350 | $195.0K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 11,800 | $202.8K | 0.19% | −2,616−18.1% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 12,569 | $216.1K | 0.00% | −1,166−8.5% | Reduced |
| Cetera Advisor Networks LLC | 13,331 | $229.2K | 0.00% | +417+3.2% | Added |
| GTS Securities LLC | 13,735 | $236.1K | 0.01% | +13,735 | New |
| Prime Capital Investment Advisors, LLC | 14,821 | $254.8K | 0.00% | −2,660−15.2% | Reduced |
| The PNC Financial Services Group, Inc. | 15,353 | $263.9K | 0.00% | +537+3.6% | Added |
| Stablepoint Partners, LLC | 15,546 | $267.2K | 0.07% | +15,546 | New |
| Raymond James & Associates | 15,587 | $267.9K | 0.00% | −13,012−45.5% | Reduced |
| Rockefeller Capital Management L.P. | 16,784 | $288.5K | 0.00% | −19,994−54.4% | Reduced |
| Bank of Montreal | 17,349 | $300.0K | 0.00% | +17,349 | New |
| Oppenheimer & Co Inc | 17,966 | $308.8K | 0.01% | −1,480−7.6% | Reduced |
| Garden State Investment Advisory Services LLC | 18,004 | $309.5K | 0.13% | −9,404−34.3% | Reduced |
| International Assets Investment Management, LLC | 19,458 | $334.5K | 0.04% | +45+0.2% | Added |
| Virtu Financial LLC | 19,822 | $341.0K | 0.03% | −4,784−19.4% | Reduced |
| Lincoln National Corp | 19,964 | $343.2K | 0.01% | −678−3.3% | Reduced |
| Moors & Cabot, Inc. | 20,006 | $343.9K | 0.02% | −4,335−17.8% | Reduced |
| We Are One Seven, LLC | 20,256 | $348.2K | 0.02% | −2,200−9.8% | Reduced |
| Avantax Advisory Services, Inc. | 21,825 | $375.2K | 0.00% | +21,825 | New |
| PSI Advisors, LLC | 23,940 | $411.5K | 0.15% | +1,029+4.5% | Added |
| Janney Montgomery Scott LLC | 28,501 | $490.0K | 0.00% | −28,710−50.2% | Reduced |
| KG&L Capital Management,LLC | 28,607 | $491.8K | 0.21% | +4,720+19.8% | Added |