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, Q4 2025
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Dec 31, 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
- 81
- +7 vs. Q3 2025
- Shares held
- 8.02M
- +41.5K (+0.5%) vs. Q3 2025
- Total value
- $169.9M
- −$2.98M (−1.7%) vs. Q3 2025
- New holders
- 14
- 26 more added
- Sold out
- 7
- 23 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,966,040 | $41.6M | 0.00% | +20,599+1.1% | Added |
| UBS Group AG | 1,380,950 | $29.2M | 0.01% | −25,551−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 448,940 | $9.56M | 0.24% | +15,767+3.6% | Added |
| Raymond James Financial Inc | 403,953 | $8.55M | 0.00% | −3,376−0.8% | Reduced |
| Invesco Ltd. | 362,073 | $7.67M | 0.00% | −89,709−19.9% | Reduced |
| Royal Bank of Canada | 234,621 | $4.97M | 0.00% | −123,027−34.4% | Reduced |
| Glaxis Capital Management, LLC | 231,800 | $4.91M | 8.40% | +57,800+33.2% | Added |
| NewEdge Wealth, LLC | 214,128 | $4.53M | 0.05% | −915−0.4% | Reduced |
| Bank of America Corp | 183,811 | $3.89M | 0.00% | −23,659−11.4% | Reduced |
| Greatmark Investment Partners, Inc. | 171,825 | $3.64M | 0.43% | −750.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 165,971 | $3.51M | 0.03% | +165,971 | New |
| Envestnet Asset Management Inc | 158,249 | $3.35M | 0.00% | −81,154−33.9% | Reduced |
| LPL Financial LLC | 147,190 | $3.12M | 0.00% | +7,872+5.7% | Added |
| Baird Financial Group, Inc. | 142,925 | $3.03M | 0.00% | −1,279−0.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 124,038 | $2.63M | 0.89% | −97,158−43.9% | Reduced |
| Rareview Capital LLC | 109,848 | $2.30M | 1.50% | +9,568+9.5% | Added |
| Sanctuary Advisors, LLC | 106,771 | $2.26M | 0.01% | +4,674+4.6% | Added |
| Shaker Financial Services, LLC | 93,902 | $1.99M | 0.63% | +9,418+11.1% | Added |
| Platt Wealth Management LLC | 83,256 | $1.76M | 1.75% | +83,256 | New |
| Oder Investment Management, LLC | 73,969 | $1.57M | 1.13% | −1,614−2.1% | Reduced |
| Wells Fargo & Company | 70,419 | $1.49M | 0.00% | +4,715+7.2% | Added |
| Cerity Partners LLC | 69,400 | $1.47M | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 64,735 | $1.37M | 0.02% | −12,547−16.2% | Reduced |
| Oppenheimer & Co Inc | 61,825 | $1.31M | 0.02% | +292+0.5% | Added |
| MAI Capital Management | 58,313 | $1.23M | 0.01% | +119+0.2% | Added |
| Fiera Capital Corp | 57,873 | $1.23M | 0.00% | +11,512+24.8% | Added |
| Rockefeller Capital Management L.P. | 56,817 | $1.20M | 0.00% | +36+0.1% | Added |
| Advisor Group Holdings, Inc. | 54,225 | $1.15M | 0.00% | −1,248−2.2% | Reduced |
| WJ Financial Advisors LLC | 53,364 | $1.13M | 1.01% | +650+1.2% | Added |
| Atria Investments LLC | 51,840 | $1.10M | 0.01% | +3,994+8.3% | Added |
| Beacon Pointe Advisors, LLC | 51,726 | $1.10M | 0.01% | +110.0% | Added |
| Baldwin Brothers Inc | 50,393 | $1.07M | 0.07% | −3,554−6.6% | Reduced |
| Breachway Investments LLC | 47,830 | $1.01M | 1.07% | +47,830 | New |
| Lido Advisors, LLC | 41,390 | $896.9K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 36,616 | $775.2K | 0.01% | +26,370+257.4% | Added |
| Wealthcare Advisory Partners LLC | 34,914 | $739.1K | 0.01% | +2,100+6.4% | Added |
| Comerica Bank | 31,915 | $675.6K | 0.00% | −21,992−40.8% | Reduced |
| PMG Family Office LLC | 24,814 | $525.3K | 0.61% | −1,969−7.4% | Reduced |
| Janney Montgomery Scott LLC | 22,692 | $480.0K | 0.00% | +422+1.9% | Added |
| Susquehanna International Group, LLP | 21,982 | $465.4K | 0.00% | +21,982 | New |
| Kestra Private Wealth Services, LLC | 20,347 | $430.8K | 0.01% | +2,118+11.6% | Added |
| RSM US Wealth Management LLC | 19,997 | $424.3K | 0.01% | −12,019−37.5% | Reduced |
| Cetera Investment Advisers | 19,913 | $421.6K | 0.00% | −1,065−5.1% | Reduced |
| Kestra Advisory Services, LLC | 18,729 | $396.5K | 0.00% | +18,729 | New |
| Jane Street Group, LLC | 15,783 | $334.1K | 0.00% | +15,783 | New |
| CAPROCK Group, Inc. | 15,025 | $318.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,817 | $292.5K | 0.00% | +13,817 | New |
| Financial Security Advisor, Inc. | 13,500 | $285.8K | 0.06% | +13,500 | New |
| Prospera Financial Services Inc | 13,300 | $281.6K | 0.00% | 00.0% | Unchanged |
| Everpar Advisors LLC | 13,290 | $281.3K | 0.10% | −3,275−19.8% | Reduced |
| Pathstone Holdings, LLC | 11,793 | $249.7K | 0.00% | +11,793 | New |
| Smith Asset Management Co., LLC | 11,785 | $249.5K | 0.21% | +1,614+15.9% | Added |
| Stifel Financial Corp | 11,466 | $242.7K | 0.00% | −300−2.5% | Reduced |
| Creative Planning | 11,400 | $241.3K | 0.00% | −670−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,203 | $237.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,386 | $156.4K | 0.05% | +70+1.0% | Added |
| Vermillion Wealth Management, Inc. | 3,523 | $74.6K | 0.03% | +15+0.4% | Added |
| Litman Gregory Asset Management LLC | 3,000 | $63.5K | 0.00% | +3,000 | New |
| Flagship Harbor Advisors, LLC | 3,000 | $63.5K | 0.00% | +3,000 | New |
| Spire Wealth Management | 2,919 | $61.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,085 | $44.1K | 0.00% | +1,500+256.4% | Added |
| Global Retirement Partners, LLC | 1,629 | $34.5K | 0.00% | +1,629 | New |
| GWM Advisors LLC | 1,267 | $26.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,245 | $26.4K | 0.00% | +23+1.9% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $25.4K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | – | $21.2K | 0.01% | – | – |
| Medallion Wealth Advisors, LLC | 975 | $20.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 818 | $17.3K | 0.00% | +121+17.4% | Added |
| Montag A & Associates Inc | 803 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 797 | $17.0K | 0.00% | +5+0.6% | Added |
| Triumph Capital Management | 800 | $16.9K | 0.00% | +800 | New |
| Pinnacle Wealth Planning Services, Inc. | 627 | $13.3K | 0.00% | +627 | New |
| IFP Advisors, Inc | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 474 | $10.0K | 0.00% | −375−44.2% | Reduced |
| Private Trust Co NA | 400 | $8.47K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 300 | $6.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 258 | $5.46K | 0.00% | −6−2.3% | Reduced |
| Highline Wealth Partners LLC | 140 | $2.96K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $2.10K | 0.00% | – | – |
| CWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,446−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −9,371−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,972−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |
| LexAurum Advisors, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |