Cohen Klingenstein LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,492,407
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 207 | 3,492,407 | 13F-HR | Cohen Klingenstein LLC |
| Q1 2026 | 4/15/2026 | 205 | 3,089,755 | 13F-HR | Cohen Klingenstein LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.828 M | 81.0% | 284.9 K | 0 | 284.9 K |
| ETFs | 664.5 K | 19.0% | 117.7 K | 0 | 117.7 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
3,492,407
Holdings
207
QoQ value change ($000)
402,652
(13.0%)
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.