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, Q2 2024
Institutional positions in Icahn Enterprises L.P. as of Jun 30, 2024. 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
- 132
- +7 vs. Q1 2024
- Shares held
- 410.0M
- +37.2M (+10.0%) vs. Q1 2024
- Total value
- $6.76B
- +$406.7M (+6.4%) vs. Q1 2024
- New holders
- 22
- 62 more added
- Sold out
- 15
- 25 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Icahn Enterprises L.P.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 16 | $0 | 0.00% | +2+14.3% | Added |
| Penserra Capital Management LLC | 27 | $0 | 0.00% | +3+12.5% | Added |
| Activest Wealth Management | 0 | $2 | 0.00% | 0 | Unchanged |
| BlackRock Inc. | 1 | $17 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 3 | $49 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3 | $49 | 0.00% | +2+200.0% | Added |
| Parkside Financial Bank & Trust | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $101 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 8 | $133 | 0.00% | +1+14.3% | Added |
| Huntington National Bank | 9 | $140 | 0.00% | −515−98.3% | Reduced |
| Key Financial Inc | 9 | $148 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15 | $247 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 17 | $279 | 0.00% | +2+13.3% | Added |
| TD Waterhouse Canada Inc. | 20 | $326 | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 22 | $352 | 0.00% | +3+15.8% | Added |
| BNP Paribas Arbitrage, SA | 24 | $396 | 0.00% | −314,864−100.0% | Reduced |
| VisionPoint Advisory Group, LLC | 28 | $461 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 60 | $989 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 69 | $1.14K | 0.00% | +6+9.5% | Added |
| Fort Vancouver Investment Management, LLC | 72 | $1.19K | 0.00% | +72 | New |
| Gradient Investments LLC | 83 | $1.37K | 0.00% | +83 | New |
| Bangor Savings Bank | 100 | $1.65K | 0.00% | +100 | New |
| Colonial Trust Advisors | 100 | $1.65K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 103 | $1.70K | 0.00% | −159−60.7% | Reduced |
| LRI Investments, LLC | 109 | $1.79K | 0.00% | +12+12.4% | Added |
| Jones Financial Companies LLLP | 114 | $1.88K | 0.00% | +114 | New |
| Gilliland Jeter Wealth Management LLC | 117 | $1.93K | 0.00% | −189−61.8% | Reduced |
| Glen Eagle Advisors, LLC | 127 | $2.09K | 0.00% | +13+11.4% | Added |
| Geneos Wealth Management Inc. | 131 | $2.16K | 0.00% | −110−45.6% | Reduced |
| Bogart Wealth, LLC | 211 | $3.47K | 0.00% | +24+12.8% | Added |
| Indiana Trust & Investment Management CO | 215 | $3.54K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 218 | $3.59K | 0.00% | −182−45.5% | Reduced |
| Cranbrook Wealth Management, LLC | 223 | $3.67K | 0.00% | +25+12.6% | Added |
| Principal Securities, Inc. | 250 | $4.12K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 277 | $4.57K | 0.00% | +28+11.2% | Added |
| HHM Wealth Advisors, LLC | 314 | $5.17K | 0.00% | +35+12.5% | Added |
| Ridgewood Investments LLC | 350 | $5.77K | 0.00% | +350 | New |
| Citigroup Inc | 365 | $6.01K | 0.00% | +365 | New |
| Venturi Wealth Management, LLC | 380 | $6.26K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 420 | $6.92K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 435 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 533 | $8.78K | 0.00% | +43+8.8% | Added |
| Umb Bank N A | 601 | $9.90K | 0.00% | +601 | New |
| GWM Advisors LLC | 746 | $12.3K | 0.00% | +119+19.0% | Added |
| FinTrust Capital Advisors, LLC | 748 | $12.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 934 | $15.4K | 0.00% | +934 | New |
| Tucker Asset Management LLC | 991 | $16.3K | 0.00% | +8+0.8% | Added |
| Allworth Financial LP | 968 | $16.6K | 0.00% | +448+86.2% | Added |
| US Bancorp | 1,134 | $18.7K | 0.00% | +1,134 | New |
| Tower Research Capital LLC (TRC) | 1,438 | $23.7K | 0.00% | +1,410+5,035.7% | Added |
| Private Trust Co NA | 1,631 | $26.9K | 0.00% | +179+12.3% | Added |
| LGT Financial Advisors LLC | 1,704 | $28.1K | 0.06% | +187+12.3% | Added |
| Parallel Advisors, LLC | 1,763 | $29.1K | 0.00% | −243−12.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,801 | $29.7K | 0.01% | −8,971−83.3% | Reduced |
| Proequities, Inc. | 1,940 | $32.0K | 0.00% | +212+12.3% | Added |
| Fifth Third Bancorp | 1,997 | $32.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,204 | $36.3K | 0.00% | +43+2.0% | Added |
| EverSource Wealth Advisors, LLC | 2,088 | $36.9K | 0.00% | −118−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,305 | $38.0K | 0.00% | −255−10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,845 | $46.9K | 0.00% | +1,083+61.5% | Added |
| CIBC Private Wealth Group, LLC | 3,203 | $54.8K | 0.00% | +957+42.6% | Added |
| Clear Street Markets LLC | 4,200 | $69.0K | 0.03% | −2,000−32.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,000 | $82.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,620 | $92.6K | 0.00% | +611+12.2% | Added |
| Barclays PLC | 5,880 | $96.9K | 0.00% | +663+12.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,000 | $115.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7,412 | $122.2K | 0.02% | +7,412 | New |
| Spire Wealth Management | 7,750 | $127.7K | 0.00% | +5,750+287.5% | Added |
| Stratos Wealth Partners, LTD. | 10,294 | $169.7K | 0.00% | −507−4.7% | Reduced |
| Equitable Holdings, Inc. | 10,543 | $173.7K | 0.00% | +10,543 | New |
| Emfo, LLC | 10,800 | $178.0K | 0.16% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11,217 | $184.9K | 0.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,221 | $184.9K | 0.00% | +11,221 | New |
| Janney Montgomery Scott LLC | 11,299 | $186.0K | 0.00% | −43−0.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 11,350 | $187.0K | 0.05% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 11,355 | $187.1K | 0.05% | +11,355 | New |
| Insigneo Advisory Services, LLC | 12,302 | $201.4K | 0.02% | +12,302 | New |
| TCG Advisory Services, LLC | 12,606 | $207.7K | 0.01% | +60.0% | Added |
| Vima LLC | 13,342 | $219.9K | 0.49% | +13,342 | New |
| Prime Capital Investment Advisors, LLC | 13,348 | $220.0K | 0.00% | −1,223−8.4% | Reduced |
| Solutions 4 Wealth, Ltd | 13,429 | $221.3K | 0.50% | +1,323+10.9% | Added |
| Raymond James & Associates | 14,460 | $238.3K | 0.00% | +2,409+20.0% | Added |
| Bank of Montreal | 15,273 | $256.0K | 0.00% | +42+0.3% | Added |
| HighPoint Advisor Group LLC | 18,496 | $323.0K | 0.02% | +8,421+83.6% | Added |
| National Bank of Canada | 20,000 | $326.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,049 | $330.4K | 0.01% | +2,083+11.6% | Added |
| The PNC Financial Services Group, Inc. | 20,843 | $343.5K | 0.00% | +1,577+8.2% | Added |
| Group One Trading, L.P. | 21,036 | $346.7K | 0.01% | −67,071−76.1% | Reduced |
| Brookstone Capital Management | 20,717 | $368.3K | 0.01% | +518+2.6% | Added |
| We Are One Seven, LLC | 22,423 | $369.5K | 0.02% | +20+0.1% | Added |
| Cetera Investment Advisers | 22,916 | $377.7K | 0.00% | +2,456+12.0% | Added |
| UBS Group AG | 23,191 | $382.2K | 0.00% | +1,340+6.1% | Added |
| Koshinski Asset Management, Inc. | 22,800 | $383.7K | 0.04% | +10,800+90.0% | Added |
| Firethorn Wealth Partners, LLC | 25,192 | $415.2K | 0.23% | +7,407+41.6% | Added |
| Stablepoint Partners, LLC | 25,000 | $432.8K | 0.08% | +2,719+12.2% | Added |
| United Advisor Group, LLC | 26,851 | $442.5K | 0.14% | +2,012+8.1% | Added |
| Jump Financial, LLC | 28,743 | $473.7K | 0.01% | −26,572−48.0% | Reduced |
| International Assets Investment Management, LLC | 28,897 | $476.2K | 0.04% | +5,099+21.4% | Added |
| PSI Advisors, LLC | 30,055 | $495.3K | 0.16% | +990+3.4% | Added |