SEC 13F Intelligence

Allen Investment Management, LLC / V

Allen Investment Management, LLC’s Visa Inc Position

Does Allen Investment Management, LLC own Visa Inc (V)? Yes — 1.08M shares worth $327M (+4.04% of its 13F portfolio) as of Q1 2026, down from 1.13M shares the prior filed quarter.

Position Value
$327M
Q1 2026
Shares
1.08M
% of Portfolio
+4.04%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $6MQ4 ’19Q1 ’20: $75MQ2 ’20: $187MQ3 ’20: $214MQ4 ’20: $331MQ4 ’20Q1 ’21: $337MQ2 ’21: $410MQ3 ’21: $393MQ4 ’21: $347MQ4 ’21Q1 ’22: $381MQ2 ’22: $336MQ3 ’22: $320MQ4 ’22: $380MQ4 ’22Q1 ’23: $415MQ2 ’23: $438MQ3 ’23: $425MQ4 ’23: $483MQ4 ’23Q1 ’24: $538MQ2 ’24: $549MQ3 ’24: $553MQ4 ’24: $583MQ4 ’24Q1 ’25: $645MQ2 ’25: $477MQ3 ’25: $399MQ4 ’25: $396MQ4 ’25Q1 ’26: $327Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.08M$327M+4.04%
Q4 20251.13M$396M+4.39%
Q3 20251.17M$399M+4.44%
Q2 20251.34M$477M+5.20%
Q1 20251.84M$645M+7.52%
Q4 20241.84M$583M+6.73%
Q3 20242.01M$553M+6.57%
Q2 20242.09M$549M+6.67%
Q1 20241.93M$538M+6.76%
Q4 20231.85M$483M+6.45%
Q3 20231.85M$425M+6.22%
Q2 20231.84M$438M+6.44%
Q1 20231.84M$415M+6.96%
Q4 20221.83M$380M+6.10%
Q3 20221.80M$320M+5.52%
Q2 20221.70M$336M+5.43%
Q1 20221.72M$381M+5.11%
Q4 20211.60M$347M+4.35%
Q3 20211.76M$393M+5.38%
Q2 20211.76M$410M+5.53%
Q1 20211.59M$337M+5.18%
Q4 20201.51M$331M+5.63%
Q3 20201.07M$214M+3.98%
Q2 2020967.2K$187M+3.93%
Q1 2020463.2K$75M+2.24%
Q4 201929.4K$6M+0.13%
Q3 201924.5K$4M+0.11%
Q2 201925.0K$4M+0.12%
Q1 201924.0K$4M+0.12%
Q4 201818.6K$2M+0.10%

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 V.