Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
LDP- Exchange
- NYSE
- SEC CIK
- 0001548717
No open-market purchases or sales by Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. insiders were filed in the last 90 days; 80 institutions reported holding it in 13F filings for Q2 2026, worth $182.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 80
- −2 vs. Q1 2026
- Shares held
- 8.64M
- +346.1K (+4.2%) vs. Q1 2026
- Total value
- $182.6M
- +$16.4M (+9.8%) vs. Q1 2026
- New holders
- 7
- 34 more added
- Sold out
- 9
- 22 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LDP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $182.6M |
| Q1 2026 | 84 | $166.3M |
| Q4 2025 | 81 | $169.9M |
| Q3 2025 | 77 | $177.4M |
| Q2 2025 | 76 | $178.1M |
| Q1 2025 | 79 | $164.5M |
| Q4 2024 | 71 | $154.9M |
| Q3 2024 | 66 | $162.3M |
| Q2 2024 | 67 | $155.2M |
| Q1 2024 | 63 | $146.2M |
| Q4 2023 | 75 | $133.1M |
| Q3 2023 | 70 | $113.5M |
| Q2 2023 | 67 | $119.4M |
| Q1 2023 | 68 | $120.1M |
| Q4 2022 | 74 | $142.6M |
| Q3 2022 | 72 | $122.8M |
| Q2 2022 | 74 | $138.2M |
| Q1 2022 | 75 | $145.9M |
| Q4 2021 | 71 | $169.5M |
| Q3 2021 | 67 | $169.9M |
| Q2 2021 | 66 | $180.8M |
| Q1 2021 | 68 | $169.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,089,803 | $44.2M | 0.00% | +48,867+2.4% | Added |
| UBS Group AG | 1,389,779 | $29.4M | 0.00% | +5070.0% | Added |
| Invesco Ltd. | 467,104 | $9.88M | 0.00% | +19,471+4.3% | Added |
| Chicago Partners Investment Group LLC | 468,773 | $9.70M | 0.19% | +30,690+7.0% | Added |
| Sanctuary Advisors, LLC | 295,463 | $6.25M | 0.03% | +174,178+143.6% | Added |
| Glaxis Capital Management, LLC | 270,000 | $5.71M | 11.48% | +8,200+3.1% | Added |
| Atria Investments LLC | 246,045 | $5.21M | 0.05% | +173,278+238.1% | Added |
| Raymond James Financial Inc | 237,003 | $5.01M | 0.00% | −128,130−35.1% | Reduced |
| Royal Bank of Canada | 225,620 | $4.77M | 0.00% | +3,250+1.5% | Added |
| Advisors Asset Management, Inc. | 181,455 | $3.84M | 0.06% | +98,449+118.6% | Added |
| Bank of America Corp | 170,003 | $3.60M | 0.00% | −7,272−4.1% | Reduced |
| Greatmark Investment Partners, Inc. | 168,275 | $3.56M | 0.39% | −2,500−1.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 168,135 | $3.56M | 0.02% | +708+0.4% | Added |
| LPL Financial LLC | 157,138 | $3.33M | 0.00% | +5,170+3.4% | Added |
| Wells Fargo & Company | 153,402 | $3.25M | 0.00% | +93,536+156.2% | Added |
| Envestnet Asset Management Inc | 147,592 | $3.12M | 0.00% | +11,035+8.1% | Added |
| Rareview Capital LLC | 145,557 | $3.05M | 1.71% | +12,854+9.7% | Added |
| Baird Financial Group, Inc. | 144,127 | $3.05M | 0.00% | −1,336−0.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 137,739 | $2.91M | 0.89% | +33,948+32.7% | Added |
| NewEdge Wealth, LLC | 116,907 | $2.47M | 0.02% | −78,436−40.2% | Reduced |
| Oder Investment Management, LLC | 77,589 | $1.64M | 1.10% | +3,019+4.0% | Added |
| Platt Wealth Management LLC | 74,662 | $1.58M | 1.27% | −204−0.3% | Reduced |
| Guggenheim Capital LLC | 66,210 | $1.40M | 0.01% | −370−0.6% | Reduced |
| WJ Financial Advisors LLC | 65,947 | $1.40M | 1.03% | +7,633+13.1% | Added |
| Oppenheimer & Co Inc | 62,681 | $1.33M | 0.01% | −50−0.1% | Reduced |
| Fiera Capital Corp | 57,368 | $1.21M | 0.00% | +1,526+2.7% | Added |
| Beacon Pointe Advisors, LLC | 55,863 | $1.18M | 0.01% | +110.0% | Added |
| MAI Capital Management | 54,496 | $1.15M | 0.00% | −3,772−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 53,533 | $1.13M | 0.00% | +652+1.2% | Added |
| Capital Investment Advisors, LLC | 52,831 | $1.12M | 0.01% | −2,892−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 51,988 | $1.10M | 0.00% | −553−1.1% | Reduced |
| Breachway Investments LLC | 47,512 | $1.01M | 1.51% | −368−0.8% | Reduced |
| Lido Advisors, LLC | 43,875 | $928.4K | 0.00% | +2,485+6.0% | Added |
| Wealthcare Advisory Partners LLC | 42,709 | $903.7K | 0.02% | +2,538+6.3% | Added |
| Shaker Financial Services, LLC | 36,611 | $774.7K | 0.24% | −56,326−60.6% | Reduced |
| Independent Wealth Network Inc. | 36,395 | $770.1K | 0.20% | +36,395 | New |
| Kestra Private Wealth Services, LLC | 31,947 | $676.0K | 0.01% | +3,943+14.1% | Added |
| Fifth Third Bancorp | 31,459 | $665.7K | 0.00% | −459−1.4% | Reduced |
| PMG Family Office LLC | 29,361 | $621.3K | 0.57% | +1,611+5.8% | Added |
| Cetera Investment Advisers | 29,296 | $619.9K | 0.00% | +3,602+14.0% | Added |
| LexAurum Advisors, LLC | 24,964 | $528.2K | 0.06% | −3,169−11.3% | Reduced |
| Pathstone Holdings, LLC | 23,913 | $506.0K | 0.00% | +20.0% | Added |
| RSM US Wealth Management LLC | 20,054 | $424.3K | 0.00% | +2,571+14.7% | Added |
| Smith Asset Management Co., LLC | 18,109 | $383.2K | 0.30% | −907−4.8% | Reduced |
| CAPROCK Group, Inc. | 15,025 | $317.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,872 | $293.5K | 0.00% | −4,811−25.8% | Reduced |
| Kestra Advisory Services, LLC | 13,704 | $290.0K | 0.00% | +803+6.2% | Added |
| Financial Security Advisor, Inc. | 13,500 | $285.7K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,300 | $281.4K | 0.00% | 00.0% | Unchanged |
| Everpar Advisors LLC | 13,290 | $281.2K | 0.08% | 00.0% | Unchanged |
| Readystate Asset Management LP | 11,967 | $253.2K | 0.01% | −14,715−55.1% | Reduced |
| Creative Planning | 11,400 | $241.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,373 | $219.5K | 0.00% | +1,631+18.7% | Added |
| Janney Montgomery Scott LLC | 9,912 | $210.0K | 0.00% | −8,017−44.7% | Reduced |
| Stifel Financial Corp | 9,724 | $205.8K | 0.00% | −842−8.0% | Reduced |
| US Bancorp | 6,378 | $135.0K | 0.00% | +4,293+205.9% | Added |
| Vermillion Wealth Management, Inc. | 3,524 | $74.6K | 0.02% | −14−0.4% | Reduced |
| Barrett & Company, Inc. | 3,500 | $74.1K | 0.02% | −3,961−53.1% | Reduced |
| Compass Financial Management LLC | 3,288 | $67.4K | 0.01% | +3,288 | New |
| Global Retirement Partners, LLC | 3,123 | $66.1K | 0.00% | +3,123 | New |
| Spire Wealth Management | 2,919 | $61.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,590 | $54.8K | 0.01% | +2,590 | New |
| Allworth Financial LP | 1,592 | $33.7K | 0.00% | +24+1.5% | Added |
| GWM Advisors LLC | 1,267 | $26.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,200 | $25.4K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,180 | $25.0K | 0.00% | +1,180 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,078 | $22.8K | 0.00% | +139+14.8% | Added |
| Dunhill Financial, LLC | 1,000 | $21.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 975 | $20.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 917 | $19.4K | 0.00% | +18+2.0% | Added |
| Triumph Capital Management | 900 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 475 | $10.1K | 0.01% | +63+15.3% | Added |
| Private Trust Co NA | 400 | $8.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 290 | $6.14K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 191 | $4.04K | 0.00% | +191 | New |
| Clear Street Group Inc. | 61 | $1.29K | 0.00% | +61 | New |
| Whittier Trust Co of Nevada Inc | 34 | $720 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $698 | 0.00% | – | – |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −44,529−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,208−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,133−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,838−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −14,688−100.0% | Sold out |
| PW Nova Financial Services LLC | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |