Cohen Klingenstein LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q4 2025
Holdings value ($000)
3,291,233
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/20/2026 207 3,291,233 13F-HR Cohen Klingenstein LLC
Q3 2025 10/16/2025 204 3,191,845 13F-HR Cohen Klingenstein LLC
Q2 2025 7/18/2025 204 2,997,091 13F-HR Cohen Klingenstein LLC
Q2 2014 7/15/2014 160 523,751 13F-HR Cohen Klingenstein, LLC
Q1 2014 4/15/2014 159 503,213 13F-HR Cohen Klingenstein, LLC
Q4 2013 1/14/2014 158 503,314 13F-HR Cohen Klingenstein, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.291 M 100.0% 99.38 K 0 99.38 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/20/2026
Total value ($000)
3,291,233
Holdings
207
QoQ value change ($000)
99,388 (3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.