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Institutional Ownership · SEC Form 13F

Who owns Icahn Enterprises (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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

97
Institutional holders
630M
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened IEP while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 54.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 54.0pp 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 2026-Q1 and 2026-Q2, across 97 tracked filers holding IEP, 63 increased or opened the position and 48 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 2026-Q1 and 2026-Q2 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

  • CITADEL ADVISORS LLC$3M
  • DRW Securities, LLC$619K

Full exits 1

  • HRT FINANCIAL LP$1M

Largest adds

  • ICAHN CARL C$311M
  • GROUP ONE TRADING LLC$2M
  • Soviero Asset Management, LP$2M
  • SIMPLEX TRADING, LLC$661K
  • OSAIC HOLDINGS, INC.$651K
  • FIRST TRUST ADVISORS LP$311K

Largest trims

  • MORGAN STANLEY$5M
  • Jump Financial, LLC$2M
  • BANK OF AMERICA CORP /DE/$620K
  • GEODE CAPITAL MANAGEMENT, LLC$398K
  • BARCLAYS PLC$352K

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 C added618,393,343$4.5B98.0%2026-Q2
MORGAN STANLEY trimmed5,258,581$38M0.8%2026-Q2
FIRST TRUST ADVISORS LP added885,108$6M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added775,176$6M0.1%2026-Q2
Soviero Asset Management, LP added700,000$5M0.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed553,376$4M0.1%2026-Q2
GROUP ONE TRADING LLC added408,446$3M0.1%2026-Q2
CITADEL ADVISORS LLC added351,892$3M0.1%2026-Q2
SIMPLEX TRADING, LLC added252,509$2M0.0%2026-Q2
Invesco Ltd. trimmed159,949$1M0.0%2026-Q2
Jump Financial, LLC trimmed159,700$1M0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added159,240$1M0.0%2026-Q2
LPL Financial LLC added156,521$1M0.0%2026-Q2
CITIGROUP INC trimmed151,128$1M0.0%2026-Q2
GOLDMAN SACHS GROUP INC added133,453$962K0.0%2026-Q2
OSAIC HOLDINGS, INC. added116,519$840K0.0%2026-Q2
MGO ONE SEVEN LLC added91,024$656K0.0%2026-Q2
DRW Securities, LLC added85,868$619K0.0%2026-Q2
Mariner, LLC added68,020$490K0.0%2026-Q2
IMC-Chicago, LLC added59,521$429K0.0%2026-Q2
Solutions 4 Wealth, Ltd added48,244$348K0.0%2026-Q2
Moors & Cabot, Inc. added48,184$347K0.0%2026-Q2
ROYAL BANK OF CANADA added47,014$339K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added46,834$338K0.0%2026-Q2
Focus Partners Wealth added45,430$328K0.0%2026-Q2
RMR Wealth Builders new40,340$291K0.0%2026-Q2
Next Level Private LLC new40,030$289K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/ added40,000$288K0.0%2026-Q2
UBS Group AG trimmed38,745$279K0.0%2026-Q2
Koshinski Asset Management, Inc.34,000$245K0.0%2026-Q2
United Advisor Group, LLC added32,712$236K0.0%2026-Q2
Kovack Advisors, Inc. added30,278$218K0.0%2026-Q2
GAMCO INVESTORS, INC. ET AL30,000$216K0.0%2026-Q2
Stablepoint Partners, LLC added29,091$210K0.0%2026-Q2
M&T Bank Corp added28,382$205K0.0%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed27,860$201K0.0%2026-Q2
AZZAD ASSET MANAGEMENT INC /ADV added27,125$196K0.0%2026-Q2
Meridian Wealth Management, LLC added26,992$195K0.0%2026-Q2
Arrow Investment Advisors, LLC added26,659$192K0.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added25,617$185K0.0%2026-Q2
Cetera Investment Advisers added25,237$182K0.0%2026-Q2
OPPENHEIMER & CO INC trimmed23,118$167K0.0%2026-Q2
BARCLAYS PLC trimmed21,900$158K0.0%2026-Q2
VIRTUS ADVISERS, LLC trimmed20,544$148K0.0%2026-Q2
Brookstone Capital Management20,467$148K0.0%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed19,030$143K0.0%2026-Q2
Key Client Fiduciary Advisors, LLC added19,709$142K0.0%2026-Q2
Sankala Group LLC added20,028$136K0.0%2026-Q2
Independent Advisor Alliance new16,546$119K0.0%2026-Q2
Corps Capital Advisors, LLC16,454$119K0.0%2026-Q2
Triumph Capital Management added16,435$118K0.0%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC added15,064$109K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed15,053$109K0.0%2026-Q2
EagleClaw Capital Managment, LLC added14,870$107K0.0%2026-Q2
CAZ INVESTMENTS LP added14,473$104K0.0%2026-Q2
Cornerstone Wealth Management, LLC added12,983$94K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added12,438$90K0.0%2026-Q2
Kestra Advisory Services, LLC trimmed12,356$89K0.0%2026-Q2
Beacon Harbor Wealth Advisors, Inc.11,350$88K0.0%2026-Q2
Integrated Wealth Concepts LLC added12,182$88K0.0%2026-Q2
Allworth Financial LP added10,372$75K0.0%2026-Q2
Paragon Capital Management Ltd trimmed10,244$74K0.0%2026-Q2
Ancora Advisors LLC10,100$73K0.0%2026-Q2
Mountain Hill Investment Partners Corp. new10,000$72K0.0%2026-Q2
Global Retirement Partners, LLC added8,353$60K0.0%2026-Q2
SUMMIT SECURITIES GROUP LLC added7,300$53K0.0%2026-Q2
Rockefeller Capital Management L.P. added7,185$52K0.0%2026-Q2
Steward Partners Investment Advisory, LLC added5,660$41K0.0%2026-Q2
Spire Wealth Management5,500$40K0.0%2026-Q2
UMB Bank, n.a. added3,572$26K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added3,026$22K0.0%2026-Q2
LANARK FINANCIAL, INC. added2,424$17K0.0%2026-Q2
IFP Advisors, Inc added2,138$15K0.0%2026-Q2
Tower Research Capital LLC (TRC) added1,755$13K0.0%2026-Q2
State of Wyoming added1,192$9K0.0%2026-Q2
Axiom Investment Management LLC new1,000$7K0.0%2026-Q2
Bangor Savings Bank730$5K0.0%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new360$3K0.0%2026-Q2
TRUST CO OF TOLEDO NA /OH/342$2K0.0%2026-Q2
Arax Advisory Partners trimmed339$2K0.0%2026-Q2
MPWM ADVISORY SOLUTIONS, LLC trimmed338$2K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added328$2K0.0%2026-Q2
Indiana Trust & Investment Management Co257$2K0.0%2026-Q2
American Capital Advisory, LLC236$2K0.0%2026-Q2
NBT BANK, N.A.200$1K0.0%2026-Q2
Atlantic Edge Private Wealth Management, LLC200$1K0.0%2026-Q2
NewEdge Advisors, LLC added108$7790.0%2026-Q2
Godfrey Financial Associates, Inc.108$7750.0%2026-Q2
SIGNATUREFD, LLC new100$7210.0%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC new13$940.0%2026-Q2
PNC Financial Services Group, Inc. trimmed12$870.0%2026-Q2
DHJJ Financial Advisors, Ltd.10$730.0%2026-Q2
Key Financial Inc9$650.0%2026-Q2
HUNTINGTON NATIONAL BANK8$580.0%2026-Q2
FIFTH THIRD BANCORP3$220.0%2026-Q2
FMR LLC trimmed1$70.0%2026-Q2
ASSETMARK, INC1$70.0%2026-Q2
HRT FINANCIAL LP added159,495$1M0.0%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC added351,890$3M0.1%2025-Q4 stale (2 quarters behind)
Fort Point Capital Partners LLC80,100$674K0.0%2025-Q3 stale (3 quarters behind)

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