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 |
|---|---|---|---|---|---|
| CWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $2.10K | 0.00% | – | – |
| Root Financial Partners, LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 140 | $2.96K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 258 | $5.46K | 0.00% | −6−2.3% | Reduced |
| CoreCap Advisors, LLC | 300 | $6.35K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $8.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 474 | $10.0K | 0.00% | −375−44.2% | Reduced |
| IFP Advisors, Inc | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 627 | $13.3K | 0.00% | +627 | New |
| Triumph Capital Management | 800 | $16.9K | 0.00% | +800 | New |
| Sound Income Strategies, LLC | 797 | $17.0K | 0.00% | +5+0.6% | Added |
| Montag A & Associates Inc | 803 | $17.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 818 | $17.3K | 0.00% | +121+17.4% | Added |
| Medallion Wealth Advisors, LLC | 975 | $20.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | – | $21.2K | 0.01% | – | – |
| The PNC Financial Services Group, Inc. | 1,200 | $25.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,245 | $26.4K | 0.00% | +23+1.9% | Added |
| GWM Advisors LLC | 1,267 | $26.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,629 | $34.5K | 0.00% | +1,629 | New |
| US Bancorp | 2,085 | $44.1K | 0.00% | +1,500+256.4% | Added |
| Spire Wealth Management | 2,919 | $61.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Vermillion Wealth Management, Inc. | 3,523 | $74.6K | 0.03% | +15+0.4% | Added |
| Barrett & Company, Inc. | 7,386 | $156.4K | 0.05% | +70+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,203 | $237.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,400 | $241.3K | 0.00% | −670−5.6% | Reduced |
| Stifel Financial Corp | 11,466 | $242.7K | 0.00% | −300−2.5% | Reduced |
| Smith Asset Management Co., LLC | 11,785 | $249.5K | 0.21% | +1,614+15.9% | Added |
| Pathstone Holdings, LLC | 11,793 | $249.7K | 0.00% | +11,793 | New |
| Everpar Advisors LLC | 13,290 | $281.3K | 0.10% | −3,275−19.8% | Reduced |
| Prospera Financial Services Inc | 13,300 | $281.6K | 0.00% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 13,500 | $285.8K | 0.06% | +13,500 | New |
| Commonwealth Equity Services, LLC | 13,817 | $292.5K | 0.00% | +13,817 | New |
| CAPROCK Group, Inc. | 15,025 | $318.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,783 | $334.1K | 0.00% | +15,783 | New |
| Kestra Advisory Services, LLC | 18,729 | $396.5K | 0.00% | +18,729 | New |
| Cetera Investment Advisers | 19,913 | $421.6K | 0.00% | −1,065−5.1% | Reduced |
| RSM US Wealth Management LLC | 19,997 | $424.3K | 0.01% | −12,019−37.5% | Reduced |
| Kestra Private Wealth Services, LLC | 20,347 | $430.8K | 0.01% | +2,118+11.6% | Added |
| Susquehanna International Group, LLP | 21,982 | $465.4K | 0.00% | +21,982 | New |
| Janney Montgomery Scott LLC | 22,692 | $480.0K | 0.00% | +422+1.9% | Added |
| PMG Family Office LLC | 24,814 | $525.3K | 0.61% | −1,969−7.4% | Reduced |
| Comerica Bank | 31,915 | $675.6K | 0.00% | −21,992−40.8% | Reduced |
| Wealthcare Advisory Partners LLC | 34,914 | $739.1K | 0.01% | +2,100+6.4% | Added |
| Guggenheim Capital LLC | 36,616 | $775.2K | 0.01% | +26,370+257.4% | Added |
| Lido Advisors, LLC | 41,390 | $896.9K | 0.00% | 00.0% | Unchanged |
| Breachway Investments LLC | 47,830 | $1.01M | 1.07% | +47,830 | New |
| Baldwin Brothers Inc | 50,393 | $1.07M | 0.07% | −3,554−6.6% | Reduced |
| Beacon Pointe Advisors, LLC | 51,726 | $1.10M | 0.01% | +110.0% | Added |
| Atria Investments LLC | 51,840 | $1.10M | 0.01% | +3,994+8.3% | Added |
| WJ Financial Advisors LLC | 53,364 | $1.13M | 1.01% | +650+1.2% | Added |
| Advisor Group Holdings, Inc. | 54,225 | $1.15M | 0.00% | −1,248−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 56,817 | $1.20M | 0.00% | +36+0.1% | Added |
| Fiera Capital Corp | 57,873 | $1.23M | 0.00% | +11,512+24.8% | Added |
| MAI Capital Management | 58,313 | $1.23M | 0.01% | +119+0.2% | Added |
| Oppenheimer & Co Inc | 61,825 | $1.31M | 0.02% | +292+0.5% | Added |
| Capital Investment Advisors, LLC | 64,735 | $1.37M | 0.02% | −12,547−16.2% | Reduced |
| Cerity Partners LLC | 69,400 | $1.47M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 70,419 | $1.49M | 0.00% | +4,715+7.2% | Added |
| Oder Investment Management, LLC | 73,969 | $1.57M | 1.13% | −1,614−2.1% | Reduced |
| Platt Wealth Management LLC | 83,256 | $1.76M | 1.75% | +83,256 | New |
| Shaker Financial Services, LLC | 93,902 | $1.99M | 0.63% | +9,418+11.1% | Added |
| Sanctuary Advisors, LLC | 106,771 | $2.26M | 0.01% | +4,674+4.6% | Added |
| Rareview Capital LLC | 109,848 | $2.30M | 1.50% | +9,568+9.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 124,038 | $2.63M | 0.89% | −97,158−43.9% | Reduced |
| Baird Financial Group, Inc. | 142,925 | $3.03M | 0.00% | −1,279−0.9% | Reduced |
| LPL Financial LLC | 147,190 | $3.12M | 0.00% | +7,872+5.7% | Added |
| Envestnet Asset Management Inc | 158,249 | $3.35M | 0.00% | −81,154−33.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 165,971 | $3.51M | 0.03% | +165,971 | New |
| Greatmark Investment Partners, Inc. | 171,825 | $3.64M | 0.43% | −750.0% | Reduced |
| Bank of America Corp | 183,811 | $3.89M | 0.00% | −23,659−11.4% | Reduced |
| NewEdge Wealth, LLC | 214,128 | $4.53M | 0.05% | −915−0.4% | Reduced |
| Glaxis Capital Management, LLC | 231,800 | $4.91M | 8.40% | +57,800+33.2% | Added |
| Royal Bank of Canada | 234,621 | $4.97M | 0.00% | −123,027−34.4% | Reduced |
| Invesco Ltd. | 362,073 | $7.67M | 0.00% | −89,709−19.9% | Reduced |
| Raymond James Financial Inc | 403,953 | $8.55M | 0.00% | −3,376−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 448,940 | $9.56M | 0.24% | +15,767+3.6% | Added |
| UBS Group AG | 1,380,950 | $29.2M | 0.01% | −25,551−1.8% | Reduced |
| Morgan Stanley | 1,966,040 | $41.6M | 0.00% | +20,599+1.1% | Added |
| 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 |