13F Insight
DOSSIER · 13F-HR · Q2 2026

KLINGENSTEIN FIELDS & CO LP

$2.9B in tracked AUM across 265 positions as of Q2 2026.

KF
CIK 0000859872 · last filed Jun 30, 2026
Total AUM
$2.9B
as of Q2 2026
Holdings
265
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KLINGENSTEIN FIELDS & CO LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$191M505K6.7%02
GOOGL
ALPHABET INC
$150M419K5.2%03
PANW
PALO ALTO NETWORKS
$145M427K5.1%04
LLY
LILLY ELI & CO
$110M91K3.8%05
AAPL
APPLE INC
$105M361K3.7%06
BRK/B
BERKSHIRE HATHAWAY
$94M188K3.3%07
MSFT
MICROSOFT CORP
$88M235K3.1%08
AMZN
AMAZON COM INC
$86M362K3.0%09
NVDA
NVIDIA CORP
$86M430K3.0%10
STUB
STUBHUB HOLDINGS INC
$80M6.2M2.8%

Filing history

2026Q2Jun 30
$2.9B▲ 12.7%
265 positionsView →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 positionsLocked
Showing 12 of 90