ICAHN ENTERPRISES LP (IEP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
115
Reporting holders
$4.6B
Reported value
88.6%
Of shares outstanding
1.0%
Held as options
+4
Holder change
Institutions report 630,090,379 shares against 710,915,093 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ICAHN CARL C | $4.5B | 618,393,343 | 53.95% | 31q | +12.6%+$497.4M |
| MORGAN STANLEY | $37.9M | 5,258,581 | 0.00% | 35q | -7.3%-$3.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.3M | 775,176 | 0.00% | 31q | +4.6%+$970.2K |
| GROUP ONE TRADING LLC | $16.1M | 408,446 | 0.02% | 23q | +385.1%+$12.8M |
| HBK INVESTMENTS L P | $6.8M | options only | 0.07% | 2q | OPTIONS |
| FIRST TRUST ADVISORS LP | $6.4M | 885,108 | 0.00% | 24q | +10.1%+$584.7K |
| CITADEL ADVISORS LLC | $6.0M | 351,892 | 0.00% | 31q | HELD |
| SIMPLEX TRADING, LLC | $5.6M | 252,509 | 0.00% | 31q | +64.4%+$2.2M |
| Soviero Asset Management, LP | $5.0M | 700,000 | 2.12% | 2q | +55.6%+$1.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 553,376 | 0.00% | 31q | -4.8%-$200.1K |
| IMC-Chicago, LLC | $2.2M | 59,521 | 0.00% | 3q | HELD |
| Invesco Ltd. | $1.2M | 159,949 | 0.00% | 3q | -1.2%-$13.8K |
| Jump Financial, LLC | $1.2M | 159,700 | 0.01% | 3q | -59.0%-$1.7M |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 159,240 | 0.00% | 7q | +20.8%+$197.6K |
| LPL Financial LLC | $1.1M | 156,521 | 0.00% | 31q | +17.7%+$169.7K |
| CITIGROUP INC | $1.1M | 151,128 | 0.00% | 9q | -12.6%-$157.2K |
| GOLDMAN SACHS GROUP INC | $962.2K | 133,453 | 0.00% | 19q | +24.7%+$190.6K |
| OSAIC HOLDINGS, INC. | $840.1K | 116,519 | 0.00% | 26q | +365.0%+$659.4K |
| MGO ONE SEVEN LLC | $656.3K | 91,024 | 0.01% | 27q | +16.8%+$94.3K |
| DRW Securities, LLC | $619.1K | 85,868 | 0.02% | new | NEW |
| Mariner, LLC | $490.4K | 68,020 | 0.00% | 7q | +11.0%+$48.6K |
| Solutions 4 Wealth, Ltd | $347.8K | 48,244 | 0.45% | 4q | +70.8%+$144.2K |
| Moors & Cabot, Inc. | $347.4K | 48,184 | 0.01% | 31q | +2.4%+$8.0K |
| ROYAL BANK OF CANADA | $339.0K | 47,014 | 0.00% | 31q | +43.3%+$102.5K |
| WELLS FARGO & COMPANY/MN | $337.7K | 46,834 | 0.00% | 31q | -47.2%-$302.4K |
| Focus Partners Wealth | $327.6K | 45,430 | 0.00% | 2q | +8.4%+$25.5K |
| RMR Wealth Builders | $290.9K | 40,340 | 0.02% | new | NEW |
| Next Level Private LLC | $288.6K | 40,030 | 0.06% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $288.0K | 40,000 | 0.00% | 3q | +33.3%+$72.0K |
| UBS Group AG | $279.4K | 38,745 | 0.00% | 31q | -35.6%-$154.7K |
| Koshinski Asset Management, Inc. | $245.1K | 34,000 | 0.01% | 4q | HELD |
| United Advisor Group, LLC | $235.9K | 32,712 | 0.02% | 10q | +6.0%+$13.3K |
| Kovack Advisors, Inc. | $218.2K | 30,278 | 0.01% | 2q | +10.8%+$21.3K |
| GAMCO INVESTORS, INC. ET AL | $216.3K | 30,000 | 0.00% | 3q | HELD |
| Stablepoint Partners, LLC | $209.7K | 29,091 | 0.03% | 11q | +7.6%+$14.8K |
| M&T Bank Corp | $204.6K | 28,382 | 0.00% | 4q | +6.9%+$13.1K |
| BANK OF AMERICA CORP /DE/ | $200.9K | 27,860 | 0.00% | 31q | -74.4%-$583.0K |
| AZZAD ASSET MANAGEMENT INC /ADV | $195.6K | 27,125 | 0.02% | 2q | +46.6%+$62.2K |
| Meridian Wealth Management, LLC | $194.6K | 26,992 | 0.01% | 8q | HELD |
| Arrow Investment Advisors, LLC | $192.2K | 26,659 | 0.19% | 6q | +25.8%+$39.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $184.7K | 25,617 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $182.0K | 25,237 | 0.00% | 10q | +5.1%+$8.9K |
| OPPENHEIMER & CO INC | $166.7K | 23,118 | 0.00% | 31q | -4.0%-$7.0K |
| JANE STREET GROUP, LLC | $164.4K | options only | 0.00% | 9q | OPTIONS |
| BARCLAYS PLC | $157.9K | 21,900 | 0.00% | 23q | -67.5%-$328.6K |
| VIRTUS ADVISERS, LLC | $148.1K | 20,544 | 0.06% | 4q | -4.0%-$6.2K |
| Brookstone Capital Management | $147.6K | 20,467 | 0.00% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $142.5K | 19,030 | 0.00% | 6q | -32.5%-$68.5K |
| Key Client Fiduciary Advisors, LLC | $142.1K | 19,709 | 0.04% | 15q | +6.3%+$8.5K |
| Sankala Group LLC | $136.5K | 20,028 | 0.09% | 3q | +33.5%+$34.3K |
| Independent Advisor Alliance | $119.3K | 16,546 | 0.00% | new | NEW |
| Corps Capital Advisors, LLC | $118.6K | 16,454 | 0.10% | 7q | HELD |
| Triumph Capital Management | $118.5K | 16,435 | 0.02% | 15q | +13.1%+$13.7K |
| INSIGNEO ADVISORY SERVICES, LLC | $108.6K | 15,064 | 0.00% | 9q | +6.9%+$7.0K |
| BNP PARIBAS FINANCIAL MARKETS | $108.5K | 15,053 | 0.00% | new | NEW |
| EagleClaw Capital Managment, LLC | $107.2K | 14,870 | 0.01% | 5q | +13.8%+$13.0K |
| CAZ INVESTMENTS LP | $104.3K | 14,473 | 0.11% | 7q | +13.8%+$12.7K |
| Cornerstone Wealth Management, LLC | $93.6K | 12,983 | 0.00% | 2q | +18.2%+$14.4K |
| JONES FINANCIAL COMPANIES LLLP | $89.6K | 12,438 | 0.00% | 9q | +61.6%+$34.1K |
| Kestra Advisory Services, LLC | $89.1K | 12,356 | 0.00% | 3q | -13.5%-$13.9K |
| Beacon Harbor Wealth Advisors, Inc. | $88.4K | 11,350 | 0.02% | 22q | HELD |
| Integrated Wealth Concepts LLC | $87.8K | 12,182 | 0.00% | 5q | +0.8% |
| Hilton Head Capital Partners, LLC | $76.2K | 10,563 | 0.04% | 3q | HELD |
| Allworth Financial LP | $74.8K | 10,372 | 0.00% | 11q | +1.6%+$1.2K |
| Paragon Capital Management Ltd | $73.9K | 10,244 | 0.01% | new | NEW |
| Ancora Advisors LLC | $72.8K | 10,100 | 0.00% | 3q | HELD |
| Mountain Hill Investment Partners Corp. | $72.1K | 10,000 | 0.04% | new | NEW |
| Global Retirement Partners, LLC | $60.2K | 8,353 | 0.00% | 12q | +13.7%+$7.3K |
| SUMMIT SECURITIES GROUP LLC | $52.6K | 7,300 | 0.01% | 13q | +170.4%+$33.2K |
| Rockefeller Capital Management L.P. | $51.8K | 7,185 | 0.00% | 4q | +63.3%+$20.1K |
| Steward Partners Investment Advisory, LLC | $40.8K | 5,660 | 0.00% | 29q | +9.9%+$3.7K |
| Spire Wealth Management | $39.7K | 5,500 | 0.00% | 12q | HELD |
| UMB Bank, n.a. | $25.8K | 3,572 | 0.00% | 3q | +13.8%+$3.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $21.7K | 3,026 | 0.00% | 5q | +28.2%+$4.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $21.6K | 2,990 | 0.00% | new | NEW |
| Aventura Private Wealth, LLC | $18.8K | 2,601 | 0.01% | 7q | HELD |
| LANARK FINANCIAL, INC. | $17.5K | 2,424 | 0.00% | 5q | +13.9%+$2.1K |
| Lodestone Wealth Management LLC | $16.2K | 2,244 | 0.01% | 3q | +10.4%+$1.5K |
| IFP Advisors, Inc | $15.4K | 2,138 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $12.7K | 1,755 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $12.6K | 1,753 | 0.00% | 15q | HELD |
| VIMA LLC | $10.8K | 1,502 | 0.01% | new | NEW |
| State of Wyoming | $8.6K | 1,192 | 0.00% | new | NEW |
| Axiom Investment Management LLC | $7.2K | 1,000 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $6.5K | 905 | 0.00% | 8q | -22.0%-$1.8K |
| Bangor Savings Bank | $5.3K | 730 | 0.00% | 9q | HELD |
| HRT FINANCIAL LP | $3.7K | 519,074 | 0.01% | 2q | +225.4%+$2.6K |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.6K | 360 | 0.00% | new | FIRST |
| Bogart Wealth, LLC | $2.5K | 345 | 0.00% | 14q | +13.9% |
| TRUST CO OF TOLEDO NA /OH/ | $2.5K | 342 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $2.4K | 339 | 0.00% | 6q | -11.3% |
| MPWM ADVISORY SOLUTIONS, LLC | $2.4K | 338 | 0.00% | 7q | -92.6%-$30.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4K | 328 | 0.00% | 30q | +23.3% |
| Paladin Partners, LLC | $2.1K | 297 | 0.00% | new | FIRST |
| Indiana Trust & Investment Management Co | $1.9K | 257 | 0.00% | 12q | HELD |
| American Capital Advisory, LLC | $1.7K | 236 | 0.00% | 4q | HELD |
| NVWM, LLC | $1.5K | 204 | 0.00% | 6q | +17.9% |
| NBT BANK, N.A. | $1.4K | 200 | 0.00% | 8q | HELD |
| Atlantic Edge Private Wealth Management, LLC | $1.4K | 200 | 0.00% | 3q | HELD |
| LRI Investments, LLC | $1.2K | 173 | 0.00% | 10q | +13.1% |
Showing the largest 100 of 119 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 115 | $4.6B | 630,090,379 | 18 | 47 | 18 | 1.0% |
| Q1 2026 | 111 | $4.3B | 560,425,505 | 10 | 32 | 24 | 0.8% |
| Q4 2025 | 122 | $4.3B | 559,626,066 | 23 | 34 | 31 | 1.1% |
| Q3 2025 | 112 | $4.4B | 523,943,076 | 17 | 41 | 22 | 0.6% |
| Q2 2025 | 110 | $4.1B | 500,520,222 | 15 | 42 | 19 | 0.9% |
| Q1 2025 | 104 | $4.1B | 454,780,607 | 11 | 27 | 25 | 0.5% |
| Q4 2024 | 117 | $4.0B | 455,012,273 | 12 | 30 | 38 | 0.6% |
| Q3 2024 | 120 | $6.0B | 436,845,661 | 19 | 47 | 25 | 0.9% |
| Q2 2024 | 126 | $6.8B | 409,798,536 | 19 | 54 | 23 | 1.0% |
| Q1 2024 | 122 | $6.4B | 375,150,266 | 16 | 31 | 33 | 0.8% |
| Q4 2023 | 129 | $193.9M | 7,055,638 | 15 | 43 | 40 | 37.2% |
| Q3 2023 | 129 | $193.9M | 4,614,192 | 15 | 50 | 41 | 52.7% |
| Q2 2023 | 140 | $392.1M | 5,768,636 | 28 | 53 | 37 | 56.9% |
| Q1 2023 | 148 | $273.4M | 4,124,445 | 26 | 39 | 35 | 22.0% |
| Q4 2022 | 140 | $273.1M | 4,388,952 | 28 | 53 | 28 | 18.8% |
| Q3 2022 | 150 | $14.6B | 293,141,184 | 24 | 71 | 26 | 0.5% |
| Q2 2022 | 148 | $13.6B | 282,332,952 | 23 | 68 | 29 | 0.3% |
| Q1 2022 | 146 | $13.6B | 261,168,771 | 30 | 49 | 22 | 0.4% |
| Q4 2021 | 139 | $13.0B | 261,101,271 | 23 | 48 | 26 | 0.3% |
| Q3 2021 | 123 | $12.6B | 250,795,327 | 16 | 55 | 19 | 0.2% |
| Q2 2021 | 119 | $13.3B | 240,672,046 | 20 | 48 | 23 | 0.2% |
| Q1 2021 | 108 | $12.7B | 236,206,704 | 15 | 39 | 18 | 0.1% |
| Q4 2020 | 106 | $12.0B | 235,689,689 | 17 | 28 | 27 | 0.1% |
| Q3 2020 | 98 | $11.2B | 227,205,942 | 7 | 33 | 24 | 0.1% |
| Q2 2020 | 104 | $10.6B | 218,295,654 | 13 | 34 | 27 | 0.1% |
| Q1 2020 | 106 | $10.2B | 209,893,646 | 11 | 27 | 29 | 0.2% |
| Q4 2019 | 113 | $12.8B | 207,124,949 | 17 | 35 | 29 | 0.2% |
| Q3 2019 | 104 | $12.9B | 200,815,590 | 11 | 39 | 22 | 0.2% |
| Q2 2019 | 102 | $14.2B | 195,225,867 | 11 | 33 | 25 | 0.5% |
| Q1 2019 | 104 | $13.5B | 185,061,660 | 10 | 23 | 26 | 0.3% |
| Q4 2018 | 102 | $10.6B | 185,425,634 | 1 | 0 | 2 | 0.2% |