Filed: 11/6/2025ACC: 0001214659-25-015984
📋 What this filing means
ALLEN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $9.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$9.00B
Total AUM (reported)
61.13M
Total Shares
Allocation by class
COM$5.04B56.0%
CL A$823.28M9.1%
COM CL A$505.76M5.6%
CAP STK CL C$259.21M2.9%
TOTAL STK MKT$199.71M2.2%
ALERIAN MLP$164.32M1.8%
UNIT SER 1$161.64M1.8%
Portfolio Concentration
Top 3$1.83B20.4%
4–10$2.56B28.5%
11–25$2.26B25.1%
Rest$2.35B26.0%
Top 3 weight
20.4%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 61.13M
Sole
Full voting authority
61.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other202
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings202
Rows:
3M CO
DFNDShares1.28M
TypeSH
Market value$660.43M
7.33%
Sole
1.28M
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares2.80M
TypeSH
Market value$615.04M
6.83%
Sole
2.80M
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares5.85M
TypeSH
Market value$558.36M
6.20%
Sole
5.85M
Shared
0.00
None
0.00
ACUITY INC
DFNDShares683.08K
TypeSH
Market value$501.64M
5.57%
Sole
683.08K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares1.17M
TypeSH
Market value$399.39M
4.44%
Sole
1.17M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares738.26K
TypeSH
Market value$359.32M
3.99%
Sole
738.26K
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares1.02M
TypeSH
Market value$351.31M
3.90%
Sole
1.02M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares728.86K
TypeSH
Market value$347.29M
3.86%
Sole
728.86K
Shared
0.00
None
0.00
ALICO INC
DFNDShares2.60M
TypeSH
Market value$346.67M
3.85%
Sole
2.60M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares1.06M
TypeSH
Market value$259.21M
2.88%
Sole
1.06M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares395.68K
TypeSH
Market value$243.31M
2.70%
Sole
395.68K
Shared
0.00
None
0.00
ALPS ETF TR
DFNDShares2.32M
TypeSH
Market value$226.99M
2.52%
Sole
2.32M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares608.56K
TypeSH
Market value$199.71M
2.22%
Sole
608.56K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares3.50M
TypeSH
Market value$164.32M
1.82%
Sole
3.50M
Shared
0.00
None
0.00
ANGI INC
DFNDShares269.23K
TypeSH
Market value$161.64M
1.80%
Sole
269.23K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
DFNDShares446.36K
TypeSH
Market value$158.67M
1.76%
Sole
446.36K
Shared
0.00
None
0.00
APPLE INC
DFNDShares257.72K
TypeSH
Market value$157.82M
1.75%
Sole
257.72K
Shared
0.00
None
0.00
APPLIED MATLS INC
DFNDShares785.98K
TypeSH
Market value$146.65M
1.63%
Sole
785.98K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares606.45K
TypeSH
Market value$130.89M
1.45%
Sole
606.45K
Shared
0.00
None
0.00
ARES CAPITAL CORP
DFNDShares132.44K
TypeSH
Market value$121.88M
1.35%
Sole
132.44K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares350.10K
TypeSH
Market value$115.50M
1.28%
Sole
350.10K
Shared
0.00
None
0.00
ASML HOLDING N V
DFNDShares526.34K
TypeSH
Market value$112.95M
1.25%
Sole
526.34K
Shared
0.00
None
0.00
ASTERA LABS INC
DFNDShares162.89K
TypeSH
Market value$108.51M
1.21%
Sole
162.89K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares723.85K
TypeSH
Market value$107.56M
1.19%
Sole
723.85K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
DFNDShares211.05K
TypeSH
Market value$103.50M
1.15%
Sole
211.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
3M CODFND | COM | 1.28M | SH | $660.43M 7.33% | 1.28M | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 2.80M | SH | $615.04M 6.83% | 2.80M | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 5.85M | SH | $558.36M 6.20% | 5.85M | 0.00 | 0.00 |
ACUITY INCDFND | CL A | 683.08K | SH | $501.64M 5.57% | 683.08K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM CL A | 1.17M | SH | $399.39M 4.44% | 1.17M | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM | 738.26K | SH | $359.32M 3.99% | 738.26K | 0.00 | 0.00 |
AIRBNB INCDFND | COM | 1.02M | SH | $351.31M 3.90% | 1.02M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | COM | 728.86K | SH | $347.29M 3.86% | 728.86K | 0.00 | 0.00 |
ALICO INCDFND | COM | 2.60M | SH | $346.67M 3.85% | 2.60M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 1.06M | SH | $259.21M 2.88% | 1.06M | 0.00 | 0.00 |
ALPHABET INCDFND | COM | 395.68K | SH | $243.31M 2.70% | 395.68K | 0.00 | 0.00 |
ALPS ETF TRDFND | COM | 2.32M | SH | $226.99M 2.52% | 2.32M | 0.00 | 0.00 |
AMAZON COM INCDFND | TOTAL STK MKT | 608.56K | SH | $199.71M 2.22% | 608.56K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | ALERIAN MLP | 3.50M | SH | $164.32M 1.82% | 3.50M | 0.00 | 0.00 |
ANGI INCDFND | UNIT SER 1 | 269.23K | SH | $161.64M 1.80% | 269.23K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCDFND | GOLD SHS | 446.36K | SH | $158.67M 1.76% | 446.36K | 0.00 | 0.00 |
APPLE INCDFND | S&P 500 ETF SHS | 257.72K | SH | $157.82M 1.75% | 257.72K | 0.00 | 0.00 |
APPLIED MATLS INCDFND | COM | 785.98K | SH | $146.65M 1.63% | 785.98K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM | 606.45K | SH | $130.89M 1.45% | 606.45K | 0.00 | 0.00 |
ARES CAPITAL CORPDFND | COM | 132.44K | SH | $121.88M 1.35% | 132.44K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM | 350.10K | SH | $115.50M 1.28% | 350.10K | 0.00 | 0.00 |
ASML HOLDING N VDFND | CL A COM | 526.34K | SH | $112.95M 1.25% | 526.34K | 0.00 | 0.00 |
ASTERA LABS INCDFND | TR UNIT | 162.89K | SH | $108.51M 1.21% | 162.89K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CL A SUB VTG SHS | 723.85K | SH | $107.56M 1.19% | 723.85K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INDFND | CL A | 211.05K | SH | $103.50M 1.15% | 211.05K | 0.00 | 0.00 |
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