LPL Financial
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LPL Financial’s Icahn Enterprises IEP Stock Holding History

LPL Financial’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27,500
Closed -$372K – 5364
2024
Q3 		$372K Buy
+27,500
New +$416K ﹤0.01% 4258

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

LPL Financial's IEP Position: Q2 2026 in Review

LPL Financial increased its Icahn Enterprises (IEP) stake by 18% in Q2 2026, buying an estimated $181K and bringing the position to 156,521 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #4320.

LPL Financial first reported a position in IEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.88M in Q1 2023. 117 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • LPL Financial held 156,521 shares of Icahn Enterprises worth $1.13M as of Q2 2026.
  • LPL Financial bought 23,532 Icahn Enterprises shares in Q2 2026, an estimated $181K.
  • Icahn Enterprises made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4320 holding.
  • LPL Financial first reported a position in Icahn Enterprises in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Icahn Enterprises position peaked at $7.88M in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.