IEP · Company research
Icahn Enterprises L.P (IEP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 36 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HBK INVESTMENTS L P | 1011443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 944500 | 6809845 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 465300 | 3354813 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173 | 1244 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 553376 | 3989840 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159600 | 1150716 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beacon Harbor Wealth Advisors, Inc. | 1784093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11350 | 88417 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bangor Savings Bank | 1352675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 730 | 5263 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2990 | 21558 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3572 | 25755 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328 | 2365 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 519074 | 3742 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16546 | 119297 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VIRTUS ADVISERS, LLC | 1587281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20544 | 148122 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12182 | 87832 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Corps Capital Advisors, LLC | 2054234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16454 | 118633 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44000 | 317 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 2437 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 339 | 2445 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Moors & Cabot, Inc. | 1607239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48184 | 347405 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156521 | 1128514 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2424 | 17478 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 775 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sankala Group LLC | 2113426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20028 | 136491 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4642945 | 33475633 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Meridian Wealth Management, LLC | 1697300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26992 | 194612 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 87 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 885108 | 6381628 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160200 | 1155042 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25617 | 184697 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36195 | 261000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3026 | 21729 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1192 | 8594 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Plante Moran Financial Advisors, LLC | 1424717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 22 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22800 | 164388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149015 | 1074401 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1593400 | 11488414 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8353 | 60225 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7300 | 52633 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45430 | 327551 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40000 | 288000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51309 | 370 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 779 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15422 | 111193 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Axiom Investment Management LLC | 1513703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 7210 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CAZ INVESTMENTS LP | 1159363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14473 | 104350 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 22 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5660 | 40807 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 345 | 2489 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Mosley Wealth Management | 2011849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 721 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Mountain Hill Investment Partners Corp. | 2055557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 72100 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Arrow Investment Advisors, LLC | 1378410 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26659 | 192211 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Solutions 4 Wealth, Ltd | 2006405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48244 | 347840 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 342 | 2466 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 71 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Paragon Capital Management Ltd | 1569765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10244 | 73859 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25237 | 181965 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12438 | 89553 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107510 | 775166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15064 | 108611 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7185 | 51805 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kestra Advisory Services, LLC | 1830819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12356 | 89087 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Cornerstone Wealth Management, LLC | 1674117 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12983 | 93607 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85868 | 619108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91024 | 656281 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10372 | 74786 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Brookstone Capital Management | 1599584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20467 | 147567 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 39655 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16435 | 118496 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8233 | 226736 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 58 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Soviero Asset Management, LP | 1755622 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700000 | 5047000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AZZAD ASSET MANAGEMENT INC /ADV | 1121914 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27125 | 195573 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| United Advisor Group, LLC | 2004873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32712 | 235853 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46205 | 333135 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1753 | 12639 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| American Capital Advisory, LLC | 2018007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236 | 1702 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34000 | 245140 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Hilton Head Capital Partners, LLC | 2109913 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10563 | 76159 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10100 | 72821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.