SEC Form 13F · Q1 2026

KLINGENSTEIN FIELDS & CO LP

Institutional Holdings Report

13F-HRNY
$2.5B
Portfolio Value
255
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
KLINGENSTEIN FIELDS & CO LP
CIK
859872
Accession No.
0001398344-26-009033
Location
NEW YORK, NY
Form Type
13F-HR
Portfolio Value
$2.5B
Holdings Reported
255
Reporting Period
Q1 2026
Filed
May 13, 2026

About this Filing

KLINGENSTEIN FIELDS & CO LP is an institutional investment manager based in NEW YORK, NY reporting approximately $2.5B in 13(f) securities across 255 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.