IEP institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

110 institutional managers reported holding IEP for the quarter ended Mar 31, 2026. Together they hold about 88% of shares outstanding; the top 10 hold 88%. 10 opened new positions; 22 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Icahn Capital (focused)549.40M86.22%$4.15Bunchanged≤2013
Morgan Stanley5.67M0.89%$42.9Madded +43.4%≤2013
First Trust Advisors LP804.0k0.13%$6.1Madded +2.7%2020 Q3
Susquehanna International Group741.4k0.12%$5.6Mtrimmed -20.1%2024 Q2
Geode Capital581.1k0.09%$4.4Madded +6.7%≤2013
Soviero Asset Management, LP (focused)450.0k0.07%$3.4Mopened2026 Q1
Jump Financial389.8k0.06%$2.9Madded +117.5%2023 Q4
Citigroup INC172.9k0.03%$1.3Munchanged2023 Q2
Invesco161.9k0.03%$1.2Madded +13.7%2025 Q4
HRT Financial LP159.5k0.03%$1.2Mopened2025 Q3
Simplex Trading, LLC153.6k0.02%$1.2Mtrimmed -14.9%2025 Q2
LPL Financial LLC133.0k0.02%$1.0Mtrimmed -10.1%≤2013
Raymond James Financial INC131.8k0.02%$997kadded +20.6%2016 Q1
Bank OF America CORP /DE/108.7k0.02%$822kadded +301.4%≤2013
Goldman Sachs107.0k0.02%$809ktrimmed -39.5%2021 Q4
Group ONE Trading LLC84.2k0.01%$637ktrimmed -88%2019 Q3
MGO ONE Seven LLC78.0k0.01%$589kadded +317.8%2019 Q4
Barclays PLC67.5k0.01%$510kadded +123.4%2013 Q4
Mariner, LLC61.3k0.01%$463kadded +13.9%2024 Q4
UBS60.2k<0.01%$455kadded +8.9%≤2013
GSA Capital Partners LLP54.8k<0.01%$415kopened2025 Q1
Moors & Cabot, INC.47.1k<0.01%$356ktrimmed -1.8%2016 Q4
Wells Fargo & COMPANY/MN44.4k<0.01%$336ktrimmed -4.4%≤2013
Cambridge Investment Research Advisors, INC.42.9k<0.01%$324kadded +7.5%2015 Q1
Janney Montgomery Scott LLC42.0k<0.01%$318ktrimmed -0.7%2018 Q1
Focus Partners Wealth41.9k<0.01%$317kopened2026 Q1
Koshinski Asset Management, INC.34.0k<0.01%$257kunchanged2025 Q3
Royal Bank OF Canada32.8k<0.01%$248kadded +6.9%≤2013
United Advisor Group, LLC30.9k<0.01%$233ktrimmed -7.4%2024 Q1
National Bank OF Canada /FI/30.0k<0.01%$227kunchanged2022 Q4
Gamco Investors, INC. et al30.0k<0.01%$227kadded +114.3%2025 Q4
Solutions 4 Wealth, LTD28.2k<0.01%$214kadded +33.9%2025 Q3
Wealth Enhancement Advisory Services, LLC28.2k<0.01%$213ktrimmed -4.1%2024 Q1
Kovack Advisors, INC.27.3k<0.01%$207kopened2026 Q1
Stablepoint Partners, LLC27.0k<0.01%$204kunchanged2023 Q4
Meridian Wealth Management, LLC27.0k<0.01%$204kunchanged2024 Q3
M&T Bank CORP26.6k<0.01%$201kadded +1207.2%2025 Q1
Accuvest Global Advisors26.2k<0.01%$198ktrimmed -9.2%2025 Q4
Commonwealth Equity Services, LLC25.5k<0.01%$193kadded +21.9%2013 Q4
PFG Investments, LLC25.4k<0.01%$192kadded +45.2%2025 Q4
Osaic Holdings, INC.25.1k<0.01%$189ktrimmed -4.2%2020 Q1
Oppenheimer & CO INC24.1k<0.01%$182kunchanged≤2013
Cetera Investment Advisers24.0k<0.01%$182kadded +12.3%2024 Q2
Virtus Investment Advisers, LLC21.4k<0.01%$162ktrimmed -19.4%2025 Q4
Arrow Investment Advisors, LLC21.2k<0.01%$160kadded +12.7%2025 Q1
Brookstone Capital Management20.5k<0.01%$155kunchanged2024 Q1
Claro Advisors INC.19.3k<0.01%$146kadded +13.2%2025 Q2
Key Client Fiduciary Advisors, LLC18.5k<0.01%$140ktrimmed -11%2022 Q4
Azzad Asset Management INC /ADV18.5k<0.01%$140kopened2025 Q3
PSI Advisors, LLC18.4k<0.01%$139kunchanged2021 Q3

Largest 50 of 110 shown; the full ranked, searchable register is at boothcheck.com/holders/IEP. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

IEP research report · IEP stock page