Icahn Enterprises L.p.: which funds bought and sold

Institutions that bought and sold Icahn Enterprises shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 69 institutions that filed 13F reports for both quarters added to or opened positions in Icahn Enterprises, and 29 cut or closed them. Together they added a net 70.1M shares, +12.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 69.3M shares (+12.6%); index fund managers were net sellers of 28K shares (−4.8%). 16 opened a new position and 12 sold out entirely.

Bought, Q2 2026 69 institutions, 16 of them new holders Sold, Q2 2026 29 institutions, 12 of them sold out

Net change, all compared +70.1M shares (+12.5%)

Net change, active managers +69.3M shares (+12.6%), 3 bought, 0 sold

Buyers versus sellers

institutions compared, 124

69 bought 26 29 sold

Active managers and hedge funds 3 bought · 0 sold · +69.3M

Index fund managers 0 bought · 1 sold · −28K

Other institutions 66 bought · 28 sold · +772K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Icahn Carl C Hedge fund	+69.0M +12.6%	618.4M	$4.5B
HRT Financial LP	+360K +225.4%	519K	$3.7M
Citadel Advisors LLC Hedge fund	+352K New position	352K	$2.5M
Group One Trading LLC	+324K +385.1%	408K	$2.9M
Soviero Asset Management, LP	+250K +55.6%	700K	$5M
Simplex Trading, LLC	+99K +64.4%	253K	$1.8M
Osaic Holdings, Inc.	+91K +365.0%	117K	$840,121
Drw Securities, LLC	+86K New position	86K	$619,108
First Trust Advisors LP	+81K +10.1%	885K	$6.4M
Imc-Chicago, LLC	+60K New position	60K	$429,146
Cambridge Investment Research Advisors, Inc.	+45K +105.2%	88K	$634,000
Rmr Wealth Builders	+40K New position	40K	$290,851
Next Level Private LLC	+40K New position	40K	$288,616
Susquehanna International Group, LLP	+34K +4.6%	775K	$5.6M
Raymond James Financial Inc	+27K +20.8%	159K	$1.1M
Goldman Sachs Group Inc	+26K +24.7%	133K	$962,196
LPL Financial LLC	+24K +17.7%	157K	$1.1M
Solutions 4 Wealth, Ltd	+20K +70.8%	48K	$347,840
Independent Advisor Alliance	+17K New position	17K	$119,297
Caz Investments LP	+16K +127.6%	29K	$208,700

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Icahn Carl C Hedge fund	+69.0M +12.6%	618.4M	$4.5B
Citadel Advisors LLC Hedge fund	+352K New position	352K	$2.5M
FMR LLC Active manager	+1 New position	1	$7

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	−414K −7.3%	5.3M	$37.9M
Jump Financial, LLC	−230K −59.0%	160K	$1.2M
Bank Of America Corp	−81K −74.4%	28K	$200,871
Gsa Capital Partners LLP	−55K Sold out	0	—
Barclays PLC	−46K −67.5%	22K	$157,899
Geode Capital Management, LLC Index funds	−28K −4.8%	553K	$4M
Accuvest Global Advisors	−26K Sold out	0	—
Pfg Investments, LLC	−25K Sold out	0	—
Citigroup Inc	−22K −12.6%	151K	$1.1M
UBS Group AG	−21K −35.6%	39K	$279,351
Claro Advisors Inc.	−19K Sold out	0	—
Psi Advisors, LLC	−18K Sold out	0	—
Merit Financial Group, LLC	−13K Sold out	0	—
Two Sigma Securities, LLC	−13K Sold out	0	—
Advisory Services Network, LLC	−11K Sold out	0	—
Wealth Enhancement Advisory Services, LLC	−9,145 −32.5%	19K	$142,535
PNC Financial Services Group, Inc.	−6,470 −99.8%	12	$87
Mpwm Advisory Solutions, LLC	−4,219 −92.6%	338	$2,437
Kestra Advisory Services, LLC	−1,923 −13.5%	12K	$89,087
Invesco Ltd.	−1,920 −1.2%	160K	$1.2M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Citadel Advisors LLCHedge fund	352K	$2.5M
Drw Securities, LLC	86K	$619,108
Imc-Chicago, LLC	60K	$429,146
Rmr Wealth Builders	40K	$290,851
Next Level Private LLC	40K	$288,616
Independent Advisor Alliance	17K	$119,297
BNP Paribas Financial Markets	15K	$108,532
Paragon Capital Management Ltd	10K	$73,859
Mountain Hill Investment Partners Corp.	10K	$72,100
Ifp Advisors, Inc	2,138	$15,415

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Gsa Capital Partners LLP	55K	$414,000
Accuvest Global Advisors	26K	$198,000
Pfg Investments, LLC	25K	$192,123
Claro Advisors Inc.	19K	$145,564
Psi Advisors, LLC	18K	$138,592
Merit Financial Group, LLC	13K	$99,843
Two Sigma Securities, LLC	13K	$99,320
Advisory Services Network, LLC	11K	$82,114
Clayton Financial Group LLC	100	$755
Mai Capital Management	83	$627

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 116
Ten largest holders: 99.6%
Index fund managers: 0.1%
Active managers and hedge funds: 98.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	3	0	2	0	+69.3M	+12.6%
Index fund managers	0	1	0	0	−28K	−4.8%
Other institutions	66	28	14	12	+772K	+7.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Icahn Enterprises.

Only managers that filed a holdings report for both quarters are compared (124 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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