13F Filings History of Allen Investment Management, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$9,025,602,696
Signature - Title
Isaac Keschner - Vice President
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Allen Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Allen Investment Management, LLC reported 220 stock holdings with total value $9,025,602,696 as of Q4 2025. Top holdings included AMZN, MSFT, SCHW, META, and V.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 220 $9,025,602,696 +$600,348,953 -$478,434,378 +$121,914,575 AMZN, MSFT, SCHW, META, V 13F-HR 10 Feb 2026, 14:41
Q3 2025 202 $9,003,958,232 +$618,958,951 -$1,120,257,702 -$501,298,751 MSFT, AMZN, SCHW, META, V 13F-HR 05 Nov 2025, 17:58
Q2 2025 199 $9,172,103,849 +$499,162,428 -$849,969,030 -$350,806,602 SCHW, MSFT, AMZN, META, V 13F-HR 07 Aug 2025, 13:36
Q1 2025 199 $8,573,041,220 +$596,129,384 -$413,725,305 +$182,404,079 V, SCHW, AMZN, MSFT, UNH 13F-HR 07 May 2025, 11:49
Q4 2024 199 $8,660,701,090 +$1,037,899,044 -$957,971,725 +$79,927,319 AMZN, MSFT, SCHW, V, GOOG 13F-HR 10 Feb 2025, 10:52
Q3 2024 215 $8,417,006,764 +$472,939,677 -$527,006,918 -$54,067,241 MSFT, AMZN, UNH, V, SCHW 13F-HR 07 Nov 2024, 10:44
Q2 2024 215 $8,229,844,155 +$580,751,759 -$368,528,778 +$212,222,981 MSFT, SCHW, AMZN, GOOG, V 13F-HR 08 Aug 2024, 16:13
Q1 2024 207 $7,968,070,986 +$789,519,850 -$802,987,021 -$13,467,171 MSFT, SCHW, AMZN, GOOG, V 13F-HR 07 May 2024, 06:04
Q4 2023 214 $7,485,606,380 +$294,137,671 -$375,811,471 -$81,673,800 MSFT, SCHW, GOOG, V, AMZN 13F-HR 14 Feb 2024, 08:00
Q3 2023 218 $6,834,941,942 +$510,791,115 -$384,750,416 +$126,040,699 GOOG, MSFT, SCHW, V, UNH 13F-HR 13 Nov 2023, 09:41
Q2 2023 215 $6,794,956,872 +$607,533,542 -$347,077,815 +$260,455,727 MSFT, GOOG, SCHW, V, UNH 13F-HR 07 Aug 2023, 16:29
Q1 2023 213 $5,964,426,929 +$164,013,425 -$605,539,369 -$441,525,944 MSFT, GOOG, V, UNH, SCHW 13F-HR 09 May 2023, 17:26
Q4 2022 212 $6,224,077,520 +$533,526,810 -$562,483,254 -$28,956,444 SCHW, UNH, MSFT, GOOG, V 13F-HR 10 Feb 2023, 18:19
Q3 2022 213 $5,790,626,000 +$783,641,635 -$410,048,502 +$373,593,133 UNH, GOOG, SCHW, MSFT, AMZN 13F-HR 07 Nov 2022, 08:59
Q2 2022 224 $6,176,475,000 +$775,139,981 -$485,705,983 +$289,433,998 UNH, GOOG, MSFT, SCHW, V 13F-HR 08 Aug 2022, 10:27
Q1 2022 231 $7,455,618,000 +$428,521,826 -$299,685,744 +$128,836,082 GOOG, MSFT, UNH, SCHW, AMZN 13F-HR 05 May 2022, 10:44
Q4 2021 241 $7,971,601,000 +$525,014,882 -$255,886,865 +$269,128,017 GOOG, MSFT, UNH, SCHW, META 13F-HR 10 Feb 2022, 11:01
Q3 2021 201 $7,304,454,000 +$190,799,994 -$184,817,658 +$5,982,336 GOOG, META, AMZN, CHTR, UNH 13F-HR 05 Nov 2021, 13:26
Q2 2021 177 $7,426,165,000 +$836,938,643 -$568,799,029 +$268,139,614 GOOG, META, AMZN, CHTR, UNH 13F-HR 10 Aug 2021, 17:35
Q1 2021 188 $6,505,694,000 +$355,580,486 -$97,397,036 +$258,183,450 GOOG, AMZN, UNH, CHTR, V 13F-HR 17 May 2021, 11:26
Q4 2020 186 $5,889,036,000 +$357,833,105 -$229,815,873 +$128,017,232 AMZN, GOOG, CHTR, UNH, V 13F-HR 03 Feb 2021, 15:41
Q3 2020 179 $5,380,112,000 +$174,975,100 -$171,837,534 +$3,137,566 AMZN, CHTR, GOOG, MSFT, UNH 13F-HR 03 Nov 2020, 16:43
Q2 2020 172 $4,751,054,000 +$656,895,835 -$267,789,147 +$389,106,688 AMZN, GOOG, CHTR, MSFT, UNH 13F-HR 10 Aug 2020, 13:54
Q1 2020 174 $3,336,283,000 +$454,343,289 -$438,826,110 +$15,517,179 CHTR, AMZN, GOOG, MSFT, UNH 13F-HR 07 May 2020, 17:01
Q4 2019 172 $4,196,045,000 +$237,408,145 -$113,332,097 +$124,076,048 CHTR, GOOG, CMCSA, MSFT, UNH 13F-HR 04 Feb 2020, 16:58
Q3 2019 192 $3,791,598,000 +$349,489,675 -$109,057,506 +$240,432,169 CMCSA, CHTR, GOOG, AAP, MSFT 13F-HR 06 Nov 2019, 15:19
Q2 2019 198 $3,504,037,000 +$222,834,001 -$34,921,625 +$187,912,376 CMCSA, MSFT, CHTR, LH, TDG 13F-HR 12 Aug 2019, 15:47
Q1 2019 191 $3,192,901,000 +$492,170,619 -$235,817,913 +$256,352,706 W, GOOG, AAP, CMCSA, MSFT 13F-HR 10 May 2019, 17:18
Q4 2018 159 $2,480,721,000 +$296,401,866 -$312,401,884 -$16,000,018 MSFT, AAP, GOOG, TDG, CMCSA 13F-HR 05 Feb 2019, 15:27
Q3 2018 184 $2,920,358,000 +$251,766,475 -$121,358,667 +$130,407,808 MSFT, W, GOOG, TDG, LH 13F-HR 06 Nov 2018, 13:17
Q2 2018 179 $2,624,898,000 +$254,830,940 -$161,328,224 +$93,502,716 GOOG, MSFT, TDG, LH, W 13F-HR 30 Jul 2018, 16:06
Q1 2018 166 $2,400,937,000 +$384,412,808 -$200,763,273 +$183,649,535 MSFT, TDG, GOOG, LH, CHTR 13F-HR 14 May 2018, 16:36
Q4 2017 169 $2,239,412,000 +$199,027,351 -$258,716,349 -$59,688,998 CMCSA, GOOG, CHTR, MSFT, LH 13F-HR 12 Feb 2018, 18:13
Q3 2017 205 $2,191,437,000 +$148,646,751 -$83,385,515 +$65,261,236 CHTR, CMCSA, LH, GOOG, TDG 13F-HR 07 Nov 2017, 08:40
Q2 2017 213 $2,083,695,000 +$313,097,313 -$274,867,444 +$38,229,869 CHTR, CMCSA, LH, COR, PCLN 13F-HR 08 Aug 2017, 13:07
Q1 2017 209 $1,943,469,000 +$343,287,580 -$130,077,175 +$213,210,405 CHTR, PCLN, CMCSA, LH, MCO Restatement 22 Sep 2017, 15:11
Q4 2016 208 $1,670,187,000 +$210,109,848 -$109,275,872 +$100,833,976 CHTR, CMCSA, PCLN, SLB, SCHW Restatement 22 Sep 2017, 15:10
Q3 2016 200 $1,566,152,000 +$194,993,766 -$118,118,618 +$76,875,148 CHTR, CMCSA, PCLN, LH, SLB Restatement 22 Sep 2017, 15:08
Q2 2016 217 $1,438,920,000 +$262,139,075 -$140,633,863 +$121,505,212 CMCSA, CHTR, EQIX, ESRX, SLB Restatement 22 Sep 2017, 15:07
Q1 2016 208 $1,271,903,000 +$177,278,056 -$86,207,265 +$91,070,791 CMCSA, PCLN, TWC, EQIX, SLB Restatement 22 Sep 2017, 15:06
Q4 2015 201 $1,194,163,000 +$309,024,238 -$209,408,151 +$99,616,087 ESRX, CMCSA, PCLN, EQIX, TWC Restatement 22 Sep 2017, 15:05
Q3 2015 200 $1,040,731,000 +$223,389,114 -$134,967,856 +$88,421,258 ESRX, CMCSK, PCLN, EQIX, MON Restatement 22 Sep 2017, 15:03
Q2 2015 210 $1,052,700,000 +$217,872,972 -$529,612,395 -$311,739,423 FOXA, ESRX, CMCSK, QCOM, EBAY Restatement 22 Sep 2017, 15:03
Q1 2015 230 $1,366,223,000 +$396,109,519 -$389,355,580 +$6,753,939 A309PS, ESRX, SLXP, QCOM, BUD Restatement 22 Sep 2017, 15:02
Q4 2014 226 $1,324,707,000 +$387,284,680 -$301,521,673 +$85,763,007 AGN, CBST, ESRX, NEE, F113PS Restatement 22 Sep 2017, 15:00
Q3 2014 201 $1,204,007,000 +$454,689,302 -$183,953,672 +$270,735,630 SHPG, AGN, F113PS, NEE, CNQR 13F-HR 14 Nov 2014, 06:40
Q2 2014 147 $955,429,000 +$406,697,431 -$135,222,982 +$271,474,449 AIG, AGN, BUD, APC, FRX Restatement 15 Aug 2014, 15:06
Q1 2014 127 $645,062,000 +$270,458,683 -$101,288,826 +$169,169,857 MLM, AIG, APC, TYC, SXC 13F-HR 15 May 2014, 06:48
Q4 2013 83 $473,437,000 $0 $0 $0 AIG, MSFT, LAMR, TYC, APC 13F-HR 06 Feb 2014, 08:45