Exploring Icahn Enterprises L.P. (IEP) Investor Profile: Who’s Buying and Why?

Exploring Icahn Enterprises L.P. (IEP) Investor Profile: Who’s Buying and Why?

US | Industrials | Conglomerates | NASDAQ

Icahn Enterprises L.P. (IEP) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



Who Invests in Icahn Enterprises L.P. (IEP) and Why?

Investor Profile Analysis for Icahn Enterprises L.P.

As of 2024, the investor landscape for this investment partnership reveals specific characteristics:

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 68.3% $1.42 billion
Hedge Funds 22.7% $473 million
Retail Investors 9% $187 million

Top Institutional Investors

  • Vanguard Group: 14.6% ownership
  • BlackRock Inc.: 11.3% ownership
  • State Street Corporation: 8.9% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield: 15.2%
  • Historical price performance: 7.8% annual return
  • Diversified portfolio strategy

Investment Strategy Distribution

Strategy Percentage of Investors
Long-term Hold 62%
Value Investing 23%
Short-term Trading 15%

Investor Geographic Distribution

  • United States: 85.4%
  • International Investors: 14.6%



Institutional Ownership and Major Shareholders of Icahn Enterprises L.P. (IEP)

Investor Profile Analysis for Icahn Enterprises L.P.

As of 2024, the investor landscape for this investment partnership reveals specific characteristics:

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 68.3% $1.42 billion
Hedge Funds 22.7% $473 million
Retail Investors 9% $187 million

Top Institutional Investors

  • Vanguard Group: 14.6% ownership
  • BlackRock Inc.: 11.3% ownership
  • State Street Corporation: 8.9% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield: 15.2%
  • Historical price performance: 7.8% annual return
  • Diversified portfolio strategy

Investment Strategy Distribution

Strategy Percentage of Investors
Long-term Hold 62%
Value Investing 23%
Short-term Trading 15%

Investor Geographic Distribution

  • United States: 85.4%
  • International Investors: 14.6%



Key Investors and Their Influence on Icahn Enterprises L.P. (IEP)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 89.47%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 24,563,715 16.82%
BlackRock Inc 18,425,306 12.61%
State Street Corporation 12,337,542 8.45%

Recent Ownership Changes

Institutional investor changes in the last quarter reveal:

  • Total institutional investors increased from 382 to 397
  • Net institutional investment flow: $128.6 million
  • Quarterly institutional ownership turnover: 7.3%

Shareholder Concentration

Top 10 institutional investors currently hold 62.4% of total outstanding shares.

Investor Type Total Shares Percentage
Mutual Funds 45,672,301 31.3%
Hedge Funds 22,345,612 15.3%
Pension Funds 18,776,543 12.8%



Market Impact and Investor Sentiment of Icahn Enterprises L.P. (IEP)

Key Investors and Their Impact

As of 2024, the investor landscape for this investment vehicle reveals several critical stakeholders:

Investor Stake Percentage Investment Value
Carl Icahn 96.47% $3.4 billion
Institutional Investors 3.53% $124.6 million

Notable Investor Profile

Key investor characteristics include:

  • Primary investor controls 96.47% of total shares
  • Total institutional holdings: $124.6 million
  • Institutional investor count: 87 funds

Recent Investment Movements

Quarter Net Investment Change Total Investment Value
Q4 2023 -$287.3 million $3.52 billion
Q1 2024 -$156.9 million $3.36 billion

DCF model

Icahn Enterprises L.P. (IEP) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.