Allen Investment Management, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,025,603
- Description
- New York New York based planning integrated investment advisor with a limited liability advisory organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and asset liability coordination for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through investment policy adherence and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 220 | 9,025,603 | 13F-HR | Allen Investment Management, LLC |
| Q3 2025 | 11/6/2025 | 202 | 9,003,958 | 13F-HR | Allen Investment Management, LLC |
| Q2 2025 | 8/7/2025 | 199 | 9,172,104 | 13F-HR | Allen Investment Management, LLC |
| Q1 2025 | 5/7/2025 | 199 | 8,573,041 | 13F-HR | Allen Investment Management, LLC |
| Q4 2024 | 2/10/2025 | 199 | 8,660,701 | 13F-HR | Allen Investment Management, LLC |
| Q3 2024 | 11/7/2024 | 215 | 8,417,007 | 13F-HR | Allen Investment Management, LLC |
| Q2 2024 | 8/8/2024 | 215 | 8,229,844 | 13F-HR | Allen Investment Management, LLC |
| Q1 2024 | 5/7/2024 | 207 | 7,968,071 | 13F-HR | Allen Investment Management, LLC |
| Q4 2023 | 2/14/2024 | 214 | 7,485,606 | 13F-HR | Allen Investment Management, LLC |
| Q3 2023 | 11/13/2023 | 218 | 6,834,942 | 13F-HR | Allen Investment Management LLC |
| Q2 2023 | 8/7/2023 | 215 | 6,794,957 | 13F-HR | Allen Investment Management LLC |
| Q1 2023 | 5/9/2023 | 213 | 5,964,427 | 13F-HR | Allen Investment Management LLC |
| Q4 2022 | 2/13/2023 | 212 | 6,224,078 | 13F-HR | Allen Investment Management LLC |
| Q3 2022 | 11/7/2022 | 213 | 5,790,626 | 13F-HR | Allen Investment Management LLC |
| Q2 2022 | 8/8/2022 | 224 | 6,176,475 | 13F-HR | Allen Investment Management LLC |
| Q1 2022 | 5/5/2022 | 231 | 7,455,618 | 13F-HR | Allen Investment Management LLC |
| Q4 2021 | 2/10/2022 | 241 | 7,971,601 | 13F-HR | Allen Investment Management LLC |
| Q3 2021 | 11/5/2021 | 201 | 7,304,454 | 13F-HR | Allen Investment Management LLC |
| Q2 2021 | 8/11/2021 | 177 | 7,426,165 | 13F-HR | Allen Investment Management LLC |
| Q1 2021 | 5/17/2021 | 188 | 6,505,694 | 13F-HR | Allen Investment Management LLC |
| Q4 2020 | 2/3/2021 | 186 | 5,889,036 | 13F-HR | Allen Investment Management LLC |
| Q3 2020 | 11/3/2020 | 179 | 5,380,112 | 13F-HR | Allen Investment Management LLC |
| Q2 2020 | 8/10/2020 | 172 | 4,751,054 | 13F-HR | Allen Investment Management LLC |
| Q1 2020 | 5/7/2020 | 174 | 3,336,283 | 13F-HR | Allen Investment Management LLC |
| Q4 2019 | 2/4/2020 | 172 | 4,196,045 | 13F-HR | Allen Investment Management LLC |
| Q1 2014 | 5/15/2014 | 127 | 645,062 | 13F-HR | Allen Investment Management LLC |
| Q4 2013 | 2/6/2014 | 83 | 473,437 | 13F-HR | Allen Investment Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.671 M | 96.1% | 0 | 7.635 K | -7.635 K |
| ETFs | 352.7 K | 3.9% | 29.22 K | 0 | 29.22 K |
| Debt | 1.533 K | 0.0% | 55 | 0 | 55 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
9,025,603
Holdings
220
QoQ value change ($000)
21,645
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.