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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 30,092 | $517.0K | 0.00% | +16,738+125.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,978 | $533.0K | 0.00% | +11,025+55.3% | Added |
| Western Wealth Management, LLC | 33,164 | $570.1K | 0.04% | +5,586+20.3% | Added |
| Stifel Financial Corp | 33,528 | $576.4K | 0.00% | −2,358−6.6% | Reduced |
| Griffin Asset Management, Inc. | 35,096 | $603.3K | 0.08% | −4,282−10.9% | Reduced |
| AdvisorNet Financial, Inc | 36,335 | $624.6K | 0.06% | +5,779+18.9% | Added |
| Koshinski Asset Management, Inc. | 37,400 | $642.9K | 0.10% | +37,400 | New |
| Mirae Asset Global Investments Co., Ltd. | 37,585 | $646.1K | 0.00% | −1,054−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 42,098 | $723.7K | 0.42% | +2,400+6.0% | Added |
| Fortis Group Advisors, LLC | 14,279 | $738.4K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 44,707 | $768.5K | 0.33% | +10,261+29.8% | Added |
| Wolverine Trading, LLC | 48,069 | $826.3K | 0.01% | +13,906+40.7% | Added |
| Advisory Services Network, LLC | 49,464 | $850.3K | 0.02% | +9,668+24.3% | Added |
| Gsa Capital Partners LLP | 54,840 | $943.0K | 0.08% | −11,008−16.7% | Reduced |
| Merit Financial Group, LLC | 58,870 | $1.01M | 0.03% | −14,549−19.8% | Reduced |
| MKT Advisors LLC | 60,000 | $1.06M | 0.70% | +60,000 | New |
| Royal Bank of Canada | 63,660 | $1.09M | 0.00% | +25,189+65.5% | Added |
| Commonwealth Equity Services, LLC | 69,445 | $1.19M | 0.00% | −13,010−15.8% | Reduced |
| Bank of America Corp | 71,117 | $1.22M | 0.00% | −79,512−52.8% | Reduced |
| UBS Group AG | 75,939 | $1.31M | 0.00% | −9,174−10.8% | Reduced |
| Fort Point Capital Partners LLC | 80,100 | $1.38M | 0.21% | 00.0% | Unchanged |
| Wells Fargo & Company | 83,632 | $1.44M | 0.00% | −100,667−54.6% | Reduced |
| Goldman Sachs Group Inc | 90,921 | $1.56M | 0.00% | +35,305+63.5% | Added |
| Fishman Jay A Ltd | 93,106 | $1.60M | 0.18% | −57,662−38.2% | Reduced |
| Creative Planning | 94,745 | $1.63M | 0.00% | +44,413+88.2% | Added |
| Simplex Trading, LLC | 102,125 | $1.75M | 0.05% | +102,125 | New |
| Raymond James Financial Services Advisors, Inc. | 116,108 | $2.00M | 0.00% | −14,653−11.2% | Reduced |
| LPL Financial LLC | 141,009 | $2.42M | 0.00% | −349−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 154,092 | $2.65M | 0.00% | −122,663−44.3% | Reduced |
| Jump Financial, LLC | 155,609 | $2.67M | 0.09% | +155,609 | New |
| BNP Paribas Arbitrage, SA | 178,470 | $3.07M | 0.01% | +178,466+4,461,650.0% | Added |
| Citadel Advisors LLC | 183,579 | $3.16M | 0.00% | +183,579 | New |
| Jane Street Group, LLC | 277,309 | $4.77M | 0.01% | +192,697+227.7% | Added |
| Group One Trading, L.P. | 281,806 | $4.84M | 0.15% | −36,937−11.6% | Reduced |
| Geode Capital Management, LLC | 333,931 | $5.74M | 0.00% | +15,120+4.7% | Added |
| First Trust Advisors LP | 407,999 | $7.01M | 0.01% | −23,662−5.5% | Reduced |
| Morgan Stanley | 1,571,404 | $27.0M | 0.00% | +675,675+75.4% | Added |
| Icahn Carl CSuperinvestorIcahn Capital | 367,879,902 | $6.32B | 57.94% | +17,060,798+4.9% | Added |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −155,400−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −68,438−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −64,271−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −51,751−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −31,706−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −27,635−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −19,420−100.0% | Sold out |
| Round Hill Asset Management | 0 | $0 | 0.00% | −18,169−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,377−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −15,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,827−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,546−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −11,157−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −20−100.0% | Sold out |