Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$87,666,041
+$803,061 QoQ
Shares Held
235,017
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#794
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$61,053
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KLINGENSTEIN FIELDS & CO LP holds $252,997,147 across 6 Software - Infrastructure names. MSFT ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
426,619 | $145,485,611 | |
| 2 | MSFT |
Microsoft Corp
This page
|
235,017 | $87,666,041 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
83,773 | $9,773,795 | |
| 4 | SNPS |
Synopsys Inc
|
20,253 | $9,034,254 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,348 | $829,533 | |
| 6 | ZS |
Zscaler, Inc.
|
1,473 | $207,913 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,666,041 | 235,017 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $86,862,980 | 234,657 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $114,461,730 | 236,677 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $123,669,885 | 238,768 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $118,738,232 | 238,713 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $90,896,933 | 242,140 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $102,043,042 | 242,095 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $104,945,435 | 243,889 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $108,805,954 | 243,441 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $102,014,081 | 242,475 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $93,440,674 | 248,486 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $80,366,899 | 254,527 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $84,740,313 | 248,841 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $72,830,345 | 252,620 | Shares | Defined | 2023-04-28 | |
| 2022-12-31 | $61,008,049 | 254,391 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $59,439,107 | 255,213 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $65,550,720 | 255,230 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $79,808,818 | 258,859 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $87,255,532 | 259,442 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $74,137,347 | 262,973 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $71,861,100 | 265,268 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $62,299,392 | 264,238 | Shares | Defined | 2021-04-29 | |
| 2020-12-31 | $58,191,966 | 261,631 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $44,731,721 | 212,674 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $61,053 | 300 | Put | Sole | 2020-08-03 | |
| 2020-06-30 | $43,707,027 | 214,766 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $33,275,863 | 210,994 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||