Institutional Ownership Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
17,247
shares
|
$161,604
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,873
shares
|
$139,360
0.0% of portfolio
|
Q1 2025
Added 22.14%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
14,739
shares
|
$138,104
0.01% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,508
shares
|
$126,569
0.0% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,453
shares
|
$126,054
0.0% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
11,350
shares
|
$106,349
0.02% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,327
shares
|
$106,133
0.0% of portfolio
|
Q1 2025
Reduced 71.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,839
shares
|
$101,561
0.0% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,800
shares
|
$101,195
0.16% of portfolio
|
Q1 2024
Reduced 8.47%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
10,500
shares
|
$98,384
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
10,350
shares
|
$96,979
0.02% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
10,300
shares
|
$96,510
0.07% of portfolio
|
Q1 2025
Added 187.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
10,225
shares
|
$95,808
0.0% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,079
shares
|
$94,440
0.0% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Caz Investments LP
Houston, TX |
May 15, 2025 Q1 2025 |
10,000
shares
|
$93,699
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,700
shares
|
$81,519
0.01% of portfolio
|
Q4 2021
Added 64.15%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
7,663
shares
|
$71,802
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,122
shares
|
$66,733
0.0% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,500
shares
|
$51,534
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
5,313
shares
|
$49,782
0.02% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
5,000
shares
|
$46,849
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
4,250
shares
|
$39,822
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,747
shares
|
$35,109
0.0% of portfolio
|
Q1 2025
Reduced 70.51%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,515
shares
|
$23,565
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,184
shares
|
$20,464
0.0% of portfolio
|
Q3 2024
New holding
|