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Institutional Ownership · SEC Form 13F

Who owns IEP (IEP)


Which tracked institutional funds hold IEP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEP company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

111
Institutional holders
560,680,982
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened IEP while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IEP’s largest tracked holder by dollar value, ICAHN CARL C, sizes it at 48.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 48.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IEP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 111 tracked filers holding IEP, 44 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IEP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • Soviero Asset Management, LP$3M
  • HRT FINANCIAL LP$1M

Full exits 2

  • JANE STREET GROUP, LLC$3M
  • CITADEL ADVISORS LLC$2M

Largest adds

  • MORGAN STANLEY$13M
  • Jump Financial, LLC$2M
  • BANK OF AMERICA CORP /DE/$616K
  • MGO ONE SEVEN LLC$448K
  • EverSource Wealth Advisors, LLC$356K
  • BARCLAYS PLC$281K

Largest trims

  • GROUP ONE TRADING LLC$5M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • GOLDMAN SACHS GROUP INC$527K
  • INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$253K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ICAHN CARL C549,400,539$4.1B97.7%2026-Q1
MORGAN STANLEY added5,672,922$43M1.0%2026-Q1
FIRST TRUST ADVISORS LP added804,009$6M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed741,381$6M0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added581,123$4M0.1%2026-Q1
Soviero Asset Management, LP new450,000$3M0.1%2026-Q1
Jump Financial, LLC added389,771$3M0.1%2026-Q1
CITIGROUP INC trimmed172,930$1M0.0%2026-Q1
Invesco Ltd. added161,869$1M0.0%2026-Q1
HRT FINANCIAL LP added159,495$1M0.0%2026-Q1
SIMPLEX TRADING, LLC trimmed153,636$1M0.0%2026-Q1
LPL Financial LLC trimmed132,989$1M0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added131,828$995K0.0%2026-Q1
BANK OF AMERICA CORP /DE/ added108,724$821K0.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed107,022$808K0.0%2026-Q1
GROUP ONE TRADING LLC trimmed84,198$636K0.0%2026-Q1
MGO ONE SEVEN LLC added77,951$589K0.0%2026-Q1
BARCLAYS PLC added67,480$509K0.0%2026-Q1
Mariner, LLC added61,284$463K0.0%2026-Q1
UBS Group AG added60,205$455K0.0%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed54,847$414K0.0%2026-Q1
EverSource Wealth Advisors, LLC added2,309$369K0.0%2026-Q1
Moors & Cabot, Inc. trimmed47,069$355K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed44,386$335K0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added42,880$324K0.0%2026-Q1
Janney Montgomery Scott LLC trimmed42,005$317K0.0%2026-Q1
Focus Partners Wealth new41,893$316K0.0%2026-Q1
Koshinski Asset Management, Inc.34,000$257K0.0%2026-Q1
ROYAL BANK OF CANADA added32,804$248K0.0%2026-Q1
United Advisor Group, LLC trimmed30,862$233K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/30,000$227K0.0%2026-Q1
GAMCO INVESTORS, INC. ET AL added30,000$226K0.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed28,175$218K0.0%2026-Q1
Solutions 4 Wealth, Ltd added28,244$213K0.0%2026-Q1
Kovack Advisors, Inc. new27,326$207K0.0%2026-Q1
Stablepoint Partners, LLC27,032$204K0.0%2026-Q1
Meridian Wealth Management, LLC trimmed26,981$204K0.0%2026-Q1
M&T Bank Corp added26,562$201K0.0%2026-Q1
Accuvest Global Advisors trimmed26,208$198K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added25,495$192K0.0%2026-Q1
PFG Investments, LLC added25,447$192K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed25,058$189K0.0%2026-Q1
OPPENHEIMER & CO INC24,086$182K0.0%2026-Q1
Cetera Investment Advisers added24,008$181K0.0%2026-Q1
VIRTUS ADVISERS, LLC trimmed21,400$162K0.0%2026-Q1
Arrow Investment Advisors, LLC added21,195$160K0.0%2026-Q1
Brookstone Capital Management20,467$155K0.0%2026-Q1
Claro Advisors Inc. added19,280$146K0.0%2026-Q1
Key Client Fiduciary Advisors, LLC trimmed18,537$140K0.0%2026-Q1
AZZAD ASSET MANAGEMENT INC /ADV added18,500$140K0.0%2026-Q1
PSI Advisors, LLC trimmed18,356$139K0.0%2026-Q1
Corps Capital Advisors, LLC16,454$124K0.0%2026-Q1
Triumph Capital Management14,535$117K0.0%2026-Q1
Sankala Group LLC added15,000$114K0.0%2026-Q1
Kestra Advisory Services, LLC added14,279$108K0.0%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC trimmed14,098$106K0.0%2026-Q1
Merit Financial Group, LLC added13,224$100K0.0%2026-Q1
TWO SIGMA SECURITIES, LLC trimmed13,155$99K0.0%2026-Q1
EagleClaw Capital Managment, LLC13,065$99K0.0%2026-Q1
CAZ INVESTMENTS LP12,717$96K0.0%2026-Q1
Integrated Wealth Concepts LLC added12,086$91K0.0%2026-Q1
Beacon Harbor Wealth Advisors, Inc.11,350$86K0.0%2026-Q1
Cornerstone Wealth Management, LLC new10,984$83K0.0%2026-Q1
Advisory Services Network, LLC trimmed10,876$82K0.0%2026-Q1
Hilton Head Capital Partners, LLC trimmed10,563$80K0.0%2026-Q1
Allworth Financial LP added10,206$77K0.0%2026-Q1
Ancora Advisors LLC added10,100$76K0.0%2026-Q1
CWM, LLC added8,141$61K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed7,695$57K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.6,482$49K0.0%2026-Q1
Western Wealth Management, LLC trimmed6,243$47K0.0%2026-Q1
Spire Wealth Management trimmed5,500$42K0.0%2026-Q1
Anfield Capital Management, LLC5,313$40K0.0%2026-Q1
JANE STREET GROUP, LLC added351,890$3M0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed317,422$2M0.1%2025-Q4 stale
Fort Point Capital Partners LLC80,100$674K0.0%2025-Q3 stale
AXXCESS WEALTH MANAGEMENT, LLC added66,965$539K0.0%2025-Q2 stale
Counterpoint Mutual Funds LLC added62,787$529K0.0%2025-Q3 stale
Virtu Financial LLC added57,584$485K0.0%2025-Q3 stale
Bramshill Investments, LLC trimmed50,774$428K0.0%2025-Q3 stale
Corient Private Wealth LLC added39,226$330K0.0%2025-Q3 stale
CAPTRUST FINANCIAL ADVISORS added41,505$313K0.0%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS trimmed38,142$288K0.0%2025-Q4 stale
BLUEFIN CAPITAL MANAGEMENT, LLC added34,000$257K0.0%2025-Q4 stale
IMC-Chicago, LLC trimmed32,800$248K0.0%2025-Q4 stale
STIFEL FINANCIAL CORP trimmed29,336$236K0.0%2025-Q2 stale
SG Americas Securities, LLC added28,334$228K0.0%2025-Q2 stale
LITTLEJOHN FINANCIAL SERVICES, INC. added24,000$217K0.0%2025-Q1 stale
WOLVERINE TRADING, LLC trimmed24,864$211K0.0%2025-Q3 stale
DRW Securities, LLC new24,084$203K0.0%2025-Q3 stale
HighPoint Advisor Group LLC added25,299$191K0.0%2025-Q4 stale
Paragon Capital Management Ltd added20,598$173K0.0%2025-Q3 stale
Arista Wealth Management, LLC20,000$168K0.0%2025-Q3 stale
KPP Advisory Services LLC added12,091$102K0.0%2025-Q3 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed10,839$98K0.0%2025-Q1 stale
WMG Financial Advisors, LLC new10,500$95K0.0%2025-Q1 stale
Prime Capital Investment Advisors, LLC trimmed10,225$93K0.0%2025-Q1 stale
HighTower Advisors, LLC trimmed10,778$87K0.0%2025-Q2 stale
MML INVESTORS SERVICES, LLC trimmed10,196$86K0.0%2025-Q3 stale
Global Retirement Partners, LLC trimmed7,344$55K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership