Skip to main content

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.

Institutional holdersQ3 2025: 77 institutions
Q1 2021: 68 institutionsQ2 2021: 66 institutionsQ3 2021: 67 institutionsQ4 2021: 71 institutionsQ1 2022: 75 institutionsQ2 2022: 74 institutionsQ3 2022: 72 institutionsQ4 2022: 74 institutionsQ1 2023: 68 institutionsQ2 2023: 67 institutionsQ3 2023: 70 institutionsQ4 2023: 75 institutionsQ1 2024: 63 institutionsQ2 2024: 67 institutionsQ3 2024: 66 institutionsQ4 2024: 71 institutionsQ1 2025: 79 institutionsQ2 2025: 76 institutionsQ3 2025: 77 institutionsQ4 2025: 81 institutionsQ1 2026: 84 institutionsQ2 2026: 80 institutions
Value heldQ3 2025: $177.4M
Q1 2021: $169.4MQ2 2021: $180.8MQ3 2021: $169.9MQ4 2021: $169.5MQ1 2022: $145.9MQ2 2022: $138.2MQ3 2022: $122.8MQ4 2022: $142.6MQ1 2023: $120.1MQ2 2023: $119.4MQ3 2023: $113.5MQ4 2023: $133.1MQ1 2024: $146.2MQ2 2024: $155.2MQ3 2024: $162.3MQ4 2024: $154.9MQ1 2025: $164.5MQ2 2025: $178.1MQ3 2025: $177.4MQ4 2025: $169.9MQ1 2026: $166.3MQ2 2026: $182.6M
Institutions holding LDP and their total value by quarter
QuarterHoldersValue
Q2 202680$182.6M
Q1 202684$166.3M
Q4 202581$169.9M
Q3 202577$177.4M
Q2 202576$178.1M
Q1 202579$164.5M
Q4 202471$154.9M
Q3 202466$162.3M
Q2 202467$155.2M
Q1 202463$146.2M
Q4 202375$133.1M
Q3 202370$113.5M
Q2 202367$119.4M
Q1 202368$120.1M
Q4 202274$142.6M
Q3 202272$122.8M
Q2 202274$138.2M
Q1 202275$145.9M
Q4 202171$169.5M
Q3 202167$169.9M
Q2 202166$180.8M
Q1 202168$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.

Institutions holding LDP in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC100$2.00K0.00%+100New
Huntington National Bank–$2.15K0.00%––
Root Financial Partners, LLC100$2.17K0.00%+100New
Highline Wealth Partners LLC140$3.03K0.00%+140New
WPG Advisers, LLC264$5.72K0.00%+5+1.9%Added
CoreCap Advisors, LLC300$6.50K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC387$8.39K0.00%−53−12.0%Reduced
Private Trust Co NA400$8.67K0.00%00.0%Unchanged
IFP Advisors, Inc500$10.8K0.00%00.0%Unchanged
US Bancorp585$12.7K0.00%−237−28.8%Reduced
Advisory Services Network, LLC610$13.2K0.00%+610New
Toth Financial Advisory Corp697$15.1K0.00%+242+53.2%Added
Steward Partners Investment Advisory, LLC750$16.3K0.00%00.0%Unchanged
Sound Income Strategies, LLC792$17.2K0.00%+6+0.8%Added
Montag A & Associates Inc803$17.4K0.00%00.0%Unchanged
Sunbelt Securities, Inc.849$18.4K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC975$21.1K0.01%00.0%Unchanged
Dunhill Financial, LLC–$21.7K0.01%––
The PNC Financial Services Group, Inc.1,200$26.0K0.00%00.0%Unchanged
Allworth Financial LP1,222$26.5K0.00%+22+1.8%Added
GWM Advisors LLC1,267$27.5K0.00%00.0%Unchanged
Spire Wealth Management2,919$63.3K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,972$64.4K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.3,508$76.0K0.02%+1,771+102.0%Added
Barrett & Company, Inc.7,316$158.5K0.05%−431−5.6%Reduced
Wealth Enhancement Advisory Services, LLC9,371$204.4K0.00%+9,371New
HighTower Advisors, LLC9,446$204.7K0.00%+9,446New
Wetherby Asset Management Inc10,000$216.7K0.01%00.0%Unchanged
Smith Asset Management Co., LLC10,171$220.4K0.19%+10,171New
Guggenheim Capital LLC10,246$222.0K0.00%−27,041−72.5%Reduced
Northwestern Mutual Wealth Management Co11,203$242.8K0.00%−2,980−21.0%Reduced
Northern Trust Corp11,536$250.0K0.00%+11,536New
Stifel Financial Corp11,766$255.0K0.00%−200−1.7%Reduced
Creative Planning12,070$261.6K0.00%+670+5.9%Added
Prospera Financial Services Inc13,300$288.2K0.00%00.0%Unchanged
CAPROCK Group, Inc.15,025$321.4K0.01%+15,025New
Everpar Advisors LLC16,565$359.0K0.14%00.0%Unchanged
Kestra Private Wealth Services, LLC18,229$395.0K0.01%−1,285−6.6%Reduced
Cetera Investment Advisers20,978$454.6K0.00%+2,711+14.8%Added
Janney Montgomery Scott LLC22,270$483.0K0.00%+1,390+6.7%Added
PMG Family Office LLC26,783$580.4K0.65%+26,783New
RSM US Wealth Management LLC32,016$693.8K0.01%+2,923+10.0%Added
Wealthcare Advisory Partners LLC32,814$711.1K0.01%+2,404+7.9%Added
LexAurum Advisors, LLC33,767$731.7K0.10%−1,822−5.1%Reduced
Lido Advisors, LLC41,390$896.9K0.00%00.0%Unchanged
Fiera Capital Corp46,361$1.00M0.00%−15,715−25.3%Reduced
Atria Investments LLC47,846$1.04M0.01%−141,382−74.7%Reduced
Beacon Pointe Advisors, LLC51,715$1.12M0.01%−4,680−8.3%Reduced
WJ Financial Advisors LLC52,714$1.14M1.11%+52,714New
Comerica Bank53,907$1.17M0.00%−177−0.3%Reduced
Baldwin Brothers Inc53,947$1.17M0.08%−945−1.7%Reduced
Advisor Group Holdings, Inc.55,473$1.19M0.00%−3,711−6.3%Reduced
Rockefeller Capital Management L.P.56,781$1.23M0.00%+3,958+7.5%Added
MAI Capital Management58,194$1.26M0.01%+631+1.1%Added
Oppenheimer & Co Inc61,533$1.33M0.02%−12,295−16.7%Reduced
Wells Fargo & Company65,704$1.42M0.00%−12,763−16.3%Reduced
Cerity Partners LLC69,400$1.50M0.00%00.0%Unchanged
Oder Investment Management, LLC75,583$1.64M1.18%+530+0.7%Added
Capital Investment Advisors, LLC77,282$1.67M0.03%−9,075−10.5%Reduced
Shaker Financial Services, LLC84,484$1.83M0.63%−1,147−1.3%Reduced
Rareview Capital LLC100,280$2.10M1.28%+11,586+13.1%Added
Sanctuary Advisors, LLC102,097$2.21M0.01%−131,349−56.3%Reduced
LPL Financial LLC139,318$3.02M0.00%+7,980+6.1%Added
Baird Financial Group, Inc.144,204$3.12M0.01%+2,108+1.5%Added
Synovus Financial Corp164,276$3.56M0.04%−5,967−3.5%Reduced
Greatmark Investment Partners, Inc.171,900$3.73M0.45%+200+0.1%Added
Glaxis Capital Management, LLC174,000$3.77M6.26%+16,000+10.1%Added
Bank of America Corp207,470$4.50M0.00%−2,930−1.4%Reduced
NewEdge Wealth, LLC215,043$4.69M0.07%+211+0.1%Added
Thomas J. Herzfeld Advisors, Inc.221,196$4.79M1.64%+20,278+10.1%Added
Envestnet Asset Management Inc239,403$5.19M0.00%+26,506+12.5%Added
Royal Bank of Canada357,648$7.75M0.00%−1,348−0.4%Reduced
Raymond James Financial Inc407,329$8.83M0.00%−1,118−0.3%Reduced
Chicago Partners Investment Group LLC433,173$9.37M0.25%+790+0.2%Added
Invesco Ltd.451,782$9.79M0.00%+9,177+2.1%Added
UBS Group AG1,406,501$30.5M0.01%−48,227−3.3%Reduced
Morgan Stanley1,945,441$42.2M0.00%−22,710−1.2%Reduced
Wela Strategies, Inc.0$00.00%−22,745−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−20,762−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−15,000−100.0%Sold out
StoneX Group Inc.0$00.00%−11,720−100.0%Sold out
Pettinga Financial Advisors, LLC0$00.00%−10,552−100.0%Sold out
Garrison Bradford & Associates Inc0$00.00%−7,000−100.0%Sold out
MB, Levis & Associates, LLC0$00.00%−1,706−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−1,507−100.0%Sold out
NewSquare Capital LLC0$00.00%−1,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−685−100.0%Sold out