13F Insight
DOSSIER · 13F-HR · Q1 2026

KLINGENSTEIN FIELDS & CO LP

$2.5B in tracked AUM across 255 positions as of Q1 2026.

KF
CIK 0000859872 · last filed Mar 31, 2026
Total AUM
$2.5B
as of Q1 2026
Holdings
255
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

KLINGENSTEIN FIELDS & CO LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$159M514K6.3%02
GOOGL
ALPHABET INC
$122M423K4.8%03
LLY
LILLY ELI & CO
$95M103K3.7%04
AAPL
APPLE INC
$91M360K3.6%05
BRK/B
BERKSHIRE HATHAWAY
$90M188K3.6%06
MSFT
MICROSOFT CORP
$87M235K3.4%07
AMZN
AMAZON COM INC
$76M363K3.0%08
NVDA
NVIDIA CORP
$72M412K2.8%09
PANW
PALO ALTO NETWORKS
$69M431K2.7%10
GS
GOLDMAN SACHS GROUP
$66M78K2.6%

Filing history

2026Q1Mar 31
$2.5B▼ 4.8%
255 positionsView →2025Q4Dec 31
$2.7B▲ 0.7%
256 positionsView →2025Q3Sep 30
$2.6B▲ 4.9%
265 positionsView →2025Q2Jun 30
$2.5B▲ 7.4%
276 positionsLocked2025Q1Mar 31
$2.4B▼ 5.2%
267 positionsLocked2024Q4Dec 31
$2.5B▼ 1.4%
267 positionsLocked2024Q3Sep 30
$2.5B▲ 4.2%
272 positionsLocked2024Q2Jun 30
$2.4B▲ 0.2%
272 positionsLocked2024Q1Mar 31
$2.4B▲ 7.3%
276 positionsLocked2023Q4Dec 31
$2.2B▲ 9.5%
270 positionsLocked2023Q3Sep 30
$2.0B▼ 5.3%
266 positionsLocked2023Q2Jun 30
$2.2B▲ 8.3%
259 positionsLocked
Showing 12 of 89