OPPENHEIMER & CO INC IEP — ICAHN ENTERPRISES LP

Ownership history in OPPENHEIMER & CO INC  ·  51 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported ICAHN ENTERPRISES LP (IEP) in 51 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows IEP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in ICAHN ENTERPRISES LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IEP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEP stock page OPPENHEIMER & CO INC fund profile OPPENHEIMER & CO INC full holdings
How OPPENHEIMER & CO INC held IEP — position size vs. price
% of Fund (quarterly)    IEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 24,086 — 0% 0.00% $182K 2026-04-24 $8.14
2025 Q4 ADDED — — — 24,086 +1,318 +5.8% 0.00% $182K 2026-02-02 $7.26
2025 Q3 ADDED — — — 22,768 +3,038 +15.4% 0.00% $192K 2025-11-06 $8.10
2025 Q2 ADDED — — — 19,730 +1,278 +6.9% 0.00% $159K 2025-07-31 $7.65
2025 Q1 REDUCED 9.4% -6.4% ✅ 18,452 -1,919 -9.4% 0.00% $167K 2025-04-23 $6.88
2024 Q4 ADDED — — — 20,371 +137 +0.7% 0.00% $177K 2025-02-05 $7.48
2024 Q3 ADDED — — — 20,234 +185 +0.9% 0.00% $274K 2024-11-05 $9.01
2024 Q2 ADDED — — — 20,049 +2,083 +11.6% 0.01% $330K 2024-08-08 $10.85
2024 Q1 UNCHANGED — — — 17,966 — 0% 0.01% $306K 2024-05-07 $11.07
2023 Q4 REDUCED 7.6% +4.0% ❌ 17,966 -1,480 -7.6% 0.01% $309K 2024-02-13 $12.21
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEP

As of 2026 Q1 — sorted by position size

Key Client Fiduciary Advisors, LLC 3Y 0.05% Hilton Head Capital Partners, LLC 0.04% United Advisor Group, LLC 0.03% Claro Advisors Inc. 3Y 7Y 0.02% Cornerstone Wealth Management, LLC 3Y 7Y 0.0% Brookstone Capital Management 3Y 7Y 0.0% Estate Planners Group, LLC 0.0% Spire Wealth Management 3Y 0.0% NBC SECURITIES, INC. 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0%

FAQ About OPPENHEIMER & CO INC and IEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning IEP?

OPPENHEIMER & CO INC reported IEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEP position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for IEP was 0.01% in 2023 Q4.

What is the latest reported IEP position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 24,086 shares, equal to 0.00% of portfolio, with an estimated market value of $182K.

What does the chart on this IEP ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly IEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OPPENHEIMER & CO INC time their IEP position?

Based on 13F filing dates vs. subsequent IEP price moves, OPPENHEIMER & CO INC correctly timed 21 out of 46 reported position changes (46%). The annualised alpha on IEP relative to SPY over the holding period was -13.9%.

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