IEP Institutional Ownership
Icahn Enterprises L.P.
1W: -13.3%
1M: -19.1%
3M: -26.8%
YTD: -25.7%
1Y: -28.1%
3Y: -48.7%
5Y: -78.3%
$5.56
-0.19 (-3.30%)
Weekly Expected Move ±3.8%
$5
$6
$6
$6
$6
Credit Risk of going bust: higher than 53% of companies Debt: 66.5% of company value Bonds: $412.4M held by 285 funds, 584 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.46 (down 92%), Icahn Enterprises L.P. would be worth roughly what it owes.
Total debt $7.84B against a stock market value of $3.95B.
Distance to default 4.86 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.15B (short-term plus half of long-term), stock volatility 28.1%; Altman Z'' 0.57. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.46 (down 92%), Icahn Enterprises L.P. would be worth roughly what it owes.
Total debt $7.84B against a stock market value of $3.95B.
Distance to default 4.86 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.15B (short-term plus half of long-term), stock volatility 28.1%; Altman Z'' 0.57. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — IEP
134
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
20
New Positions
54
Increased
30
Reduced
14
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (148 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ICAHN CARL C | 618,393,343 | $3.4B | +68,992,804 | +12.6% | 76Q | SEC ↗ |
| 2 | MORGAN STANLEY | 5,258,581 | $29M | -414,341 | -7.3% | 57Q | SEC ↗ |
| 3 | FIRST TRUST ADVISORS LP | 885,108 | $5M | +81,099 | +10.1% | 24Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 775,176 | $4M | +33,795 | +4.6% | 3Q | SEC ↗ |
| 5 | Soviero Asset Management, LP | 700,000 | $4M | +250,000 | +55.6% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 553,376 | $3M | -27,747 | -4.8% | 59Q | SEC ↗ |
| 7 | HRT FINANCIAL LP | 519,074 | $3M | +359,579 | +225.4% | 2Q | SEC ↗ |
| 8 | GROUP ONE TRADING LLC | 408,446 | $2M | +324,248 | +385.1% | 6Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 351,892 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | SIMPLEX TRADING, LLC | 252,509 | $1M | +98,873 | +64.4% | 5Q | SEC ↗ |
| 11 | Invesco Ltd. | 159,949 | $889K | -1,920 | -1.2% | 3Q | SEC ↗ |
| 12 | Jump Financial, LLC | 159,700 | $888K | -230,071 | -59.0% | 3Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 159,240 | $885K | +27,412 | +20.8% | 7Q | SEC ↗ |
| 14 | LPL Financial LLC | 156,521 | $870K | +23,532 | +17.7% | 53Q | SEC ↗ |
| 15 | CITIGROUP INC | 151,128 | $840K | -21,802 | -12.6% | 9Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 133,453 | $742K | +26,431 | +24.7% | 15Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 116,519 | $648K | +91,461 | +365.0% | 26Q | SEC ↗ |
| 18 | MGO ONE SEVEN LLC | 91,024 | $506K | +13,073 | +16.8% | 27Q | SEC ↗ |
| 19 | DRW Securities, LLC NEW | 85,868 | $477K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Mariner, LLC | 68,020 | $378K | +6,736 | +11.0% | 7Q | SEC ↗ |
| 21 | IMC-Chicago, LLC NEW | 59,521 | $331K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 51,309 | $285K | +9,304 | +22.1% | 7Q | SEC ↗ |
| 23 | Solutions 4 Wealth, Ltd | 48,244 | $268K | +20,000 | +70.8% | 4Q | SEC ↗ |
| 24 | Moors & Cabot, Inc. | 48,184 | $268K | +1,115 | +2.4% | 39Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 47,014 | $261K | +14,210 | +43.3% | 67Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 46,834 | $260K | +2,448 | +5.5% | 72Q | SEC ↗ |
| 27 | Focus Partners Wealth | 45,430 | $253K | +3,537 | +8.4% | 2Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 44,000 | $245K | +1,120 | +2.6% | 46Q | SEC ↗ |
| 29 | RMR Wealth Builders NEW | 40,340 | $224K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Next Level Private LLC NEW | 40,030 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 31 | NATIONAL BANK OF CANADA /FI | 40,000 | $222K | +10,000 | +33.3% | 3Q | SEC ↗ |
| 32 | UBS Group AG | 38,745 | $215K | -21,460 | -35.6% | 47Q | SEC ↗ |
| 33 | Koshinski Asset Management, Inc. | 34,000 | $189K | — | +0.0% | 4Q | SEC ↗ |
| 34 | United Advisor Group, LLC | 32,712 | $182K | +1,850 | +6.0% | 10Q | SEC ↗ |
| 35 | Kovack Advisors, Inc. | 30,278 | $168K | +2,952 | +10.8% | 2Q | SEC ↗ |
| 36 | GAMCO INVESTORS, INC. ET AL | 30,000 | $167K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Stablepoint Partners, LLC | 29,091 | $162K | +2,059 | +7.6% | 11Q | SEC ↗ |
| 38 | M&T Bank Corp | 28,382 | $158K | +1,820 | +6.9% | 4Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 27,860 | $155K | -80,864 | -74.4% | 15Q | SEC ↗ |
| 40 | AZZAD ASSET MANAGEMENT INC /ADV | 27,125 | $151K | +8,625 | +46.6% | 2Q | SEC ↗ |
| 41 | Meridian Wealth Management, LLC | 26,992 | $150K | +11 | +0.0% | 8Q | SEC ↗ |
| 42 | Arrow Investment Advisors, LLC | 26,659 | $148K | +5,464 | +25.8% | 6Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 25,617 | $142K | +122 | +0.5% | 35Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 25,237 | $140K | +1,229 | +5.1% | 10Q | SEC ↗ |
| 45 | OPPENHEIMER & CO INC | 23,118 | $129K | -968 | -4.0% | 15Q | SEC ↗ |
| 46 | BARCLAYS PLC | 21,900 | $122K | -45,580 | -67.5% | 23Q | SEC ↗ |
| 47 | VIRTUS ADVISERS, LLC | 20,544 | $114K | -856 | -4.0% | 4Q | SEC ↗ |
| 48 | Brookstone Capital Management | 20,467 | $114K | — | +0.0% | 10Q | SEC ↗ |
| 49 | Sankala Group LLC | 20,028 | $111K | +5,028 | +33.5% | 3Q | SEC ↗ |
| 50 | Key Client Fiduciary Advisors, LLC | 19,709 | $110K | +1,172 | +6.3% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 351,892 | $2M |
| DRW Securities, LLC | 85,868 | $477K |
| IMC-Chicago, LLC | 59,521 | $331K |
| RMR Wealth Builders | 40,340 | $224K |
| Next Level Private LLC | 40,030 | $223K |
| Independent Advisor Alliance | 16,546 | $92K |
| BNP PARIBAS FINANCIAL MARKETS | 15,053 | $84K |
| Paragon Capital Management Ltd | 10,244 | $57K |
| Mountain Hill Investment Partners C | 10,000 | $56K |
| Global Retirement Partners, LLC | 8,353 | $46K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,990 | $17K |
| IFP Advisors, Inc | 2,138 | $12K |
| Tower Research Capital LLC (TRC) | 1,755 | $10K |
| VIMA LLC | 1,502 | $8K |
| State of Wyoming | 1,192 | $7K |
| Axiom Investment Management LLC | 1,000 | $6K |
| COMPASS FINANCIAL MANAGEMENT LLC | 360 | $2K |
| SIGNATUREFD, LLC | 100 | $1K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 13 | $0K |
| FMR LLC | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GSA CAPITAL PARTNERS LLP | 54,847 | $305K |
| CAPTRUST FINANCIAL ADVISORS | 41,505 | $231K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 34,000 | $189K |
| Accuvest Global Advisors | 26,208 | $146K |
| PFG Investments, LLC | 25,447 | $141K |
| HighPoint Advisor Group LLC | 25,299 | $141K |
| Claro Advisors Inc. | 19,280 | $107K |
| PSI Advisors, LLC | 18,356 | $102K |
| Merit Financial Group, LLC | 13,224 | $74K |
| TWO SIGMA SECURITIES, LLC | 13,155 | $73K |
| Advisory Services Network, LLC | 10,876 | $60K |
| Western Wealth Management, LLC | 6,243 | $35K |
| Cullen/Frost Bankers, Inc. | 2,673 | $15K |
| Westside Investment Management, Inc | 1,220 | $7K |
| TUCKER ASSET MANAGEMENT LLC | 832 | $5K |
| FLAGSHIP HARBOR ADVISORS, LLC | 792 | $4K |
| Wilmington Savings Fund Society, FS | 606 | $3K |
| Estate Planners Group, LLC | 500 | $3K |
| Harbor Asset Planning, Inc. | 458 | $3K |
| SageView Advisory Group, LLC | 125 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ICAHN CARL C | +68,992,804 | +12.6% | 618,393,343 |
| HRT FINANCIAL LP | +359,579 | +225.4% | 519,074 |
| GROUP ONE TRADING LLC | +324,248 | +385.1% | 408,446 |
| Soviero Asset Management, LP | +250,000 | +55.6% | 700,000 |
| SIMPLEX TRADING, LLC | +98,873 | +64.4% | 252,509 |
| OSAIC HOLDINGS, INC. | +91,461 | +365.0% | 116,519 |
| FIRST TRUST ADVISORS LP | +81,099 | +10.1% | 885,108 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +33,795 | +4.6% | 775,176 |
| RAYMOND JAMES FINANCIAL INC | +27,412 | +20.8% | 159,240 |
| GOLDMAN SACHS GROUP INC | +26,431 | +24.7% | 133,453 |
| LPL Financial LLC | +23,532 | +17.7% | 156,521 |
| Solutions 4 Wealth, Ltd | +20,000 | +70.8% | 48,244 |
| ROYAL BANK OF CANADA | +14,210 | +43.3% | 47,014 |
| MGO ONE SEVEN LLC | +13,073 | +16.8% | 91,024 |
| NATIONAL BANK OF CANADA /FI | +10,000 | +33.3% | 40,000 |
| Janney Montgomery Scott LLC | +9,304 | +22.1% | 51,309 |
| AZZAD ASSET MANAGEMENT INC /ADV | +8,625 | +46.6% | 27,125 |
| Mariner, LLC | +6,736 | +11.0% | 68,020 |
| Arrow Investment Advisors, LLC | +5,464 | +25.8% | 26,659 |
| CWM, LLC | +5,220 | +178.7% | 8,141 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -414,341 | -7.3% | 5,258,581 |
| Jump Financial, LLC | -230,071 | -59.0% | 159,700 |
| BANK OF AMERICA CORP /DE | -80,864 | -74.4% | 27,860 |
| BARCLAYS PLC | -45,580 | -67.5% | 21,900 |
| GEODE CAPITAL MANAGEMENT, LLC | -27,747 | -4.8% | 553,376 |
| CITIGROUP INC | -21,802 | -12.6% | 151,128 |
| UBS Group AG | -21,460 | -35.6% | 38,745 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -9,145 | -32.5% | 19,030 |
| PNC Financial Services Group, Inc. | -6,470 | -99.8% | 12 |
| MPWM ADVISORY SOLUTIONS, LLC | -4,219 | -92.6% | 338 |
| Kestra Advisory Services, LLC | -1,923 | -13.5% | 12,356 |
| Invesco Ltd. | -1,920 | -1.2% | 159,949 |
| OPPENHEIMER & CO INC | -968 | -4.0% | 23,118 |
| VIRTUS ADVISERS, LLC | -856 | -4.0% | 20,544 |
| Farther Finance Advisors, LLC | -255 | -22.0% | 905 |
| Strategic Wealth Partners, Ltd. | -125 | -91.2% | 12 |
| Arax Advisory Partners | -43 | -11.3% | 339 |