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