SEC 13F Intelligence

Allen Investment Management, LLC / UNH

Allen Investment Management, LLC’s Unitedhealth Group Inc Position

Does Allen Investment Management, LLC own Unitedhealth Group Inc (UNH)? Yes — 1.10M shares worth $297M (+3.68% of its 13F portfolio) as of Q1 2026, down from 1.15M shares the prior filed quarter.

Position Value
$297M
Q1 2026
Shares
1.10M
% of Portfolio
+3.68%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $26MQ4 ’18Q1 ’19: $114MQ2 ’19: $134MQ3 ’19: $138MQ4 ’19: $201MQ4 ’19Q1 ’20: $205MQ2 ’20: $273MQ3 ’20: $290MQ4 ’20: $340MQ4 ’20Q1 ’21: $369MQ2 ’21: $415MQ3 ’21: $409MQ4 ’21: $522MQ4 ’21Q1 ’22: $541MQ2 ’22: $456MQ3 ’22: $433MQ4 ’22: $438MQ4 ’22Q1 ’23: $389MQ2 ’23: $390MQ3 ’23: $414MQ4 ’23: $430MQ4 ’23Q1 ’24: $424MQ2 ’24: $522MQ3 ’24: $583MQ4 ’24: $489MQ4 ’24Q1 ’25: $540MQ2 ’25: $394MQ3 ’25: $351MQ4 ’25: $380MQ4 ’25Q1 ’26: $297Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.10M$297M+3.68%
Q4 20251.15M$380M+4.21%
Q3 20251.02M$351M+3.90%
Q2 20251.26M$394M+4.29%
Q1 20251.03M$540M+6.30%
Q4 2024966.5K$489M+5.65%
Q3 2024997.3K$583M+6.93%
Q2 20241.02M$522M+6.34%
Q1 2024857.4K$424M+5.32%
Q4 2023817.1K$430M+5.75%
Q3 2023821.6K$414M+6.06%
Q2 2023811.3K$390M+5.74%
Q1 2023823.2K$389M+6.52%
Q4 2022826.8K$438M+7.04%
Q3 2022857.4K$433M+7.48%
Q2 2022887.5K$456M+7.38%
Q1 20221.06M$541M+7.26%
Q4 20211.04M$522M+6.55%
Q3 20211.05M$409M+5.59%
Q2 20211.04M$415M+5.58%
Q1 2021990.5K$369M+5.66%
Q4 2020969.4K$340M+5.77%
Q3 2020929.4K$290M+5.39%
Q2 2020925.7K$273M+5.75%
Q1 2020821.6K$205M+6.14%
Q4 2019684.6K$201M+4.80%
Q3 2019637.0K$138M+3.65%
Q2 2019547.5K$134M+3.81%
Q1 2019461.0K$114M+3.57%
Q4 2018105.3K$26M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of UNH.