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, Q3 2025
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Sep 30, 2025. 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
- 77
- +1 vs. Q2 2025
- Shares held
- 8.19M
- −295.2K (−3.5%) vs. Q2 2025
- Total value
- $177.4M
- −$635.3K (−0.4%) vs. Q2 2025
- New holders
- 11
- 23 more added
- Sold out
- 10
- 25 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,945,441 | $42.2M | 0.00% | −22,710−1.2% | Reduced |
| UBS Group AG | 1,406,501 | $30.5M | 0.01% | −48,227−3.3% | Reduced |
| Invesco Ltd. | 451,782 | $9.79M | 0.00% | +9,177+2.1% | Added |
| Chicago Partners Investment Group LLC | 433,173 | $9.37M | 0.25% | +790+0.2% | Added |
| Raymond James Financial Inc | 407,329 | $8.83M | 0.00% | −1,118−0.3% | Reduced |
| Royal Bank of Canada | 357,648 | $7.75M | 0.00% | −1,348−0.4% | Reduced |
| Envestnet Asset Management Inc | 239,403 | $5.19M | 0.00% | +26,506+12.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 221,196 | $4.79M | 1.64% | +20,278+10.1% | Added |
| NewEdge Wealth, LLC | 215,043 | $4.69M | 0.07% | +211+0.1% | Added |
| Bank of America Corp | 207,470 | $4.50M | 0.00% | −2,930−1.4% | Reduced |
| Glaxis Capital Management, LLC | 174,000 | $3.77M | 6.26% | +16,000+10.1% | Added |
| Greatmark Investment Partners, Inc. | 171,900 | $3.73M | 0.45% | +200+0.1% | Added |
| Synovus Financial Corp | 164,276 | $3.56M | 0.04% | −5,967−3.5% | Reduced |
| Baird Financial Group, Inc. | 144,204 | $3.12M | 0.01% | +2,108+1.5% | Added |
| LPL Financial LLC | 139,318 | $3.02M | 0.00% | +7,980+6.1% | Added |
| Sanctuary Advisors, LLC | 102,097 | $2.21M | 0.01% | −131,349−56.3% | Reduced |
| Rareview Capital LLC | 100,280 | $2.10M | 1.28% | +11,586+13.1% | Added |
| Shaker Financial Services, LLC | 84,484 | $1.83M | 0.63% | −1,147−1.3% | Reduced |
| Capital Investment Advisors, LLC | 77,282 | $1.67M | 0.03% | −9,075−10.5% | Reduced |
| Oder Investment Management, LLC | 75,583 | $1.64M | 1.18% | +530+0.7% | Added |
| Cerity Partners LLC | 69,400 | $1.50M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 65,704 | $1.42M | 0.00% | −12,763−16.3% | Reduced |
| Oppenheimer & Co Inc | 61,533 | $1.33M | 0.02% | −12,295−16.7% | Reduced |
| MAI Capital Management | 58,194 | $1.26M | 0.01% | +631+1.1% | Added |
| Rockefeller Capital Management L.P. | 56,781 | $1.23M | 0.00% | +3,958+7.5% | Added |
| Advisor Group Holdings, Inc. | 55,473 | $1.19M | 0.00% | −3,711−6.3% | Reduced |
| Baldwin Brothers Inc | 53,947 | $1.17M | 0.08% | −945−1.7% | Reduced |
| Comerica Bank | 53,907 | $1.17M | 0.00% | −177−0.3% | Reduced |
| WJ Financial Advisors LLC | 52,714 | $1.14M | 1.11% | +52,714 | New |
| Beacon Pointe Advisors, LLC | 51,715 | $1.12M | 0.01% | −4,680−8.3% | Reduced |
| Atria Investments LLC | 47,846 | $1.04M | 0.01% | −141,382−74.7% | Reduced |
| Fiera Capital Corp | 46,361 | $1.00M | 0.00% | −15,715−25.3% | Reduced |
| Lido Advisors, LLC | 41,390 | $896.9K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 33,767 | $731.7K | 0.10% | −1,822−5.1% | Reduced |
| Wealthcare Advisory Partners LLC | 32,814 | $711.1K | 0.01% | +2,404+7.9% | Added |
| RSM US Wealth Management LLC | 32,016 | $693.8K | 0.01% | +2,923+10.0% | Added |
| PMG Family Office LLC | 26,783 | $580.4K | 0.65% | +26,783 | New |
| Janney Montgomery Scott LLC | 22,270 | $483.0K | 0.00% | +1,390+6.7% | Added |
| Cetera Investment Advisers | 20,978 | $454.6K | 0.00% | +2,711+14.8% | Added |
| Kestra Private Wealth Services, LLC | 18,229 | $395.0K | 0.01% | −1,285−6.6% | Reduced |
| Everpar Advisors LLC | 16,565 | $359.0K | 0.14% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 15,025 | $321.4K | 0.01% | +15,025 | New |
| Prospera Financial Services Inc | 13,300 | $288.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,070 | $261.6K | 0.00% | +670+5.9% | Added |
| Stifel Financial Corp | 11,766 | $255.0K | 0.00% | −200−1.7% | Reduced |
| Northern Trust Corp | 11,536 | $250.0K | 0.00% | +11,536 | New |
| Northwestern Mutual Wealth Management Co | 11,203 | $242.8K | 0.00% | −2,980−21.0% | Reduced |
| Guggenheim Capital LLC | 10,246 | $222.0K | 0.00% | −27,041−72.5% | Reduced |
| Smith Asset Management Co., LLC | 10,171 | $220.4K | 0.19% | +10,171 | New |
| Wetherby Asset Management Inc | 10,000 | $216.7K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,446 | $204.7K | 0.00% | +9,446 | New |
| Wealth Enhancement Advisory Services, LLC | 9,371 | $204.4K | 0.00% | +9,371 | New |
| Barrett & Company, Inc. | 7,316 | $158.5K | 0.05% | −431−5.6% | Reduced |
| Vermillion Wealth Management, Inc. | 3,508 | $76.0K | 0.02% | +1,771+102.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,972 | $64.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,919 | $63.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,267 | $27.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,222 | $26.5K | 0.00% | +22+1.8% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | – | $21.7K | 0.01% | – | – |
| Medallion Wealth Advisors, LLC | 975 | $21.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 849 | $18.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 803 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 792 | $17.2K | 0.00% | +6+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 750 | $16.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 697 | $15.1K | 0.00% | +242+53.2% | Added |
| Advisory Services Network, LLC | 610 | $13.2K | 0.00% | +610 | New |
| US Bancorp | 585 | $12.7K | 0.00% | −237−28.8% | Reduced |
| IFP Advisors, Inc | 500 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $8.67K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 387 | $8.39K | 0.00% | −53−12.0% | Reduced |
| CoreCap Advisors, LLC | 300 | $6.50K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 264 | $5.72K | 0.00% | +5+1.9% | Added |
| Highline Wealth Partners LLC | 140 | $3.03K | 0.00% | +140 | New |
| Root Financial Partners, LLC | 100 | $2.17K | 0.00% | +100 | New |
| Huntington National Bank | – | $2.15K | 0.00% | – | – |
| CWM, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Wela Strategies, Inc. | 0 | $0 | 0.00% | −22,745−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −20,762−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,720−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −10,552−100.0% | Sold out |
| Garrison Bradford & Associates Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| MB, Levis & Associates, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |