Allen Investment Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1326234 NEW YORK, NY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$364,199,528

+$66,917,719 QoQ

Shares Held

876,259

-20.2% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

5.21%

of 13F equity value

Holder Rank

#106

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Allen Investment Management, LLC holds $364,596,748 across 2 Healthcare Plans names. UNH ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	876,259	$364,199,528
2	HUM	Humana Inc	1,000	$397,220

All Filings in UNH

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,199,528	876,259	-20.2%	Shares	Defined	2026-08-05
2026-03-31	$297,281,809	1,098,643	-4.6%	Shares	Defined	2026-05-07
2025-12-31	$379,986,319	1,151,090	+13.1%	Shares	Defined	2026-02-10
2025-09-30	$351,308,565	1,017,401	-19.4%	Shares	Defined	2025-11-06
2025-06-30	$393,859,629	1,262,492	+22.5%	Shares	Defined	2025-08-07
2025-03-31	$539,969,490	1,030,968	+6.7%	Shares	Defined	2025-05-07
2024-12-31	$488,938,983	966,550	-3.1%	Shares	Defined	2025-02-10
2024-09-30	$583,081,484	997,266	-2.7%	Shares	Defined	2024-11-07
2024-06-30	$521,806,638	1,024,637	+19.5%	Shares	Defined	2024-08-08
2024-03-31	$424,154,295	857,397	+4.9%	Shares	Defined	2024-05-07
2023-12-31	$430,181,795	817,106	-0.5%	Shares	Defined	2024-02-14
2023-09-30	$414,254,604	821,624	+1.3%	Shares	Defined	2023-11-13
2023-06-30	$389,945,154	811,304	-1.4%	Shares	Defined	2023-08-07
2023-03-31	$389,048,847	823,227	-0.4%	Shares	Defined	2023-05-09
2022-12-31	$438,330,556	826,758	-3.6%	Shares	Defined	2023-02-13
2022-09-30	$433,025,336	857,408	-3.4%	Shares	Defined	2022-11-07
2022-06-30	$455,869,738	887,545	-16.4%	Shares	Defined	2022-08-08
2022-03-31	$541,487,165	1,061,802	+2.1%	Shares	Defined	2022-05-05
2021-12-31	$521,969,508	1,039,490	-0.6%	Shares	Defined	2022-02-10
2021-09-30	$408,620,653	1,045,761	+1.0%	Shares	Defined	2021-11-05
2021-06-30	$414,589,947	1,035,336	+4.5%	Shares	Defined	2021-08-11
2021-03-31	$368,544,636	990,525	+2.2%	Shares	Defined	2021-05-17
2020-12-31	$339,962,868	969,439	+4.3%	Shares	Defined	2021-02-03
2020-09-30	$289,757,479	929,395	+0.4%	Shares	Defined	2020-11-03
2020-06-30	$273,049,077	925,747	+12.7%	Shares	Defined	2020-08-10
2020-03-31	$204,901,331	821,643	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.