Icahn Enterprises LP (IEP) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Icahn Enterprises LP (IEP) following the 2026 Q2 hedge fund 13F filings?

As of today, IEP has moved -3.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.5% for the XLE sector ETF — an outperformance of -7.4%. Since the quarter end (June 30, 2026), IEP gained -7.8% vs +20.6% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Icahn Enterprises LP (IEP)

115 + Investors. Track Smart Money conviction in IEP. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IEP

Based on 116 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IEP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 85% of 3.0Y peak

85% of all-time peak

116 funds currently hold this stock — 85% of the 3.0-year high of 136 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

50 buying55 selling

Last quarter: 55 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 19 → 19 → 26 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new

65 out of 116 hedge funds have held IEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

12 → 19 → 19 → 26 → 16 new funds/Q

New funds entering each quarter: 19 → 19 → 26 → 16. A growing number of institutions are discovering IEP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new

Entry-cohort mix of 121 holders: 76 (63%) are 2+ year veterans, 16 entered 1–2 years ago, and 29 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

17 of 112 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	115	116	-0.86%
13F Shares	633M	564M	12.33%
Total Value	$4.57B	$4.26B	7.28%
New Positions	21	16	+5
Increased Positions	53	31	+22
Closed Positions	21	21	-
Reduced Positions	18	34	-16
Total Calls	2	3	-33.33%
Total Puts	3	5	-40.0%
PUT/CALL Ratio	1.5	1.67	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

115

116

-0.86%

13F Shares

633M

564M

12.33%

Total Value

$4.57B

$4.26B

7.28%

New Positions

Increased Positions

+22

Closed Positions

Reduced Positions

-16

Total Calls

-33.33%

Total Puts

-40.0%

PUT/CALL Ratio

1.5

1.67

Bearish

Institutional Holders (2026 Q2)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEP. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Icahn Carl C	53.95%	618,393,343	$4.46B
2	Soviero Asset Management, LP	2.12%	700,000	$5.0M
3	Solutions 4 Wealth, Ltd	0.45%	48,244	$348K
4	Arrow Investment Advisors, LLC	0.19%	26,659	$192K
5	Caz Investments LP	0.11%	14,473	$104K
6	Corps Capital Advisors, LLC	0.10%	16,454	$119K
7	Sankala Group LLC	0.09%	20,028	$136K
8	Virtus Advisers, LLC	0.06%	20,544	$148K
9	Next Level Private LLC	0.06%	40,030	$289K
10	Key Client Fiduciary Advisors, LLC	0.04%	19,709	$142K
11	Mountain Hill Investment Partners Corp.	0.04%	10,000	$72K
12	Hilton Head Capital Partners, LLC	0.04%	10,563	$76K
13	Stablepoint Partners, LLC	0.03%	29,091	$210K
14	United Advisor Group, LLC	0.02%	32,712	$236K
15	Triumph Capital Management	0.02%	16,435	$118K
16	RMR Wealth Builders	0.02%	40,340	$291K
17	Azzad Asset Management Inc /Adv	0.02%	27,125	$196K
18	Beacon Harbor Wealth Advisors, Inc.	0.02%	11,350	$88K
19	DRW Securities, LLC	0.02%	85,868	$619K
20	EagleClaw Capital Managment, LLC	0.01%	14,870	$107K
21	Paragon Capital Management Ltd	0.01%	10,244	$74K
22	Moors & Cabot, Inc.	0.01%	48,184	$347K
23	Koshinski Asset Management, Inc.	0.01%	34,000	$245K
24	Mgo One Seven LLC	0.01%	91,024	$656K
25	Vima LLC	0.01%	1,502	$11K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Icahn Enterprises LP (IEP)

What does the Smart Money Trend signal show for IEP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IEP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IEP?

More sellers than buyers — 48% buying: Last quarter: 55 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IEP holders?

Smaller funds dominant — 2% AUM from top-100: 17 of 112 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IEP?

56% of holders stayed for 2+ years: 65 out of 116 hedge funds have held IEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Icahn Enterprises LP (IEP) following the 2026 Q2 hedge fund 13F filings?

As of today, IEP has moved -3.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.5% for the XLE sector ETF — an outperformance of -7.4%. Since the quarter end (June 30, 2026), IEP has gained -7.8% vs +20.6% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Icahn Enterprises LP (IEP)

Smart Money Signals — IEP

Selling streak — 1 quarter in a row

High ownership — 85% of 3.0Y peak

Steady growth — +5% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-10 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 24% newcomers

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — IEP

Hedge Fund Ownership: IEP

Market Analysis: IEP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEP

Is It Too Late to Buy Icahn Enterprises LP (IEP) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IEP

Statistics: IEP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Icahn Enterprises LP (IEP)

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