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, Q1 2026
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Mar 31, 2026. 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
- 84
- +6 vs. Q4 2025
- Shares held
- 8.30M
- +311.2K (+3.9%) vs. Q4 2025
- Total value
- $166.3M
- −$2.87M (−1.7%) vs. Q4 2025
- New holders
- 13
- 33 more added
- Sold out
- 7
- 21 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,040,936 | $40.8M | 0.00% | +74,896+3.8% | Added |
| UBS Group AG | 1,389,272 | $27.7M | 0.00% | +8,322+0.6% | Added |
| Chicago Partners Investment Group LLC | 438,083 | $9.17M | 0.21% | −10,857−2.4% | Reduced |
| Invesco Ltd. | 447,633 | $8.94M | 0.00% | +85,560+23.6% | Added |
| Raymond James Financial Inc | 365,133 | $7.29M | 0.00% | −38,820−9.6% | Reduced |
| Glaxis Capital Management, LLC | 261,800 | $5.23M | 6.54% | +30,000+12.9% | Added |
| Royal Bank of Canada | 222,370 | $4.44M | 0.00% | −12,251−5.2% | Reduced |
| NewEdge Wealth, LLC | 195,343 | $3.90M | 0.05% | −18,785−8.8% | Reduced |
| Bank of America Corp | 177,275 | $3.54M | 0.00% | −6,536−3.6% | Reduced |
| Greatmark Investment Partners, Inc. | 170,775 | $3.41M | 0.40% | −1,050−0.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 167,427 | $3.34M | 0.03% | +1,456+0.9% | Added |
| LPL Financial LLC | 151,968 | $3.03M | 0.00% | +4,778+3.2% | Added |
| Baird Financial Group, Inc. | 145,463 | $2.90M | 0.00% | +2,538+1.8% | Added |
| Rareview Capital LLC | 132,703 | $2.78M | 1.63% | +22,855+20.8% | Added |
| Envestnet Asset Management Inc | 136,557 | $2.73M | 0.00% | −21,692−13.7% | Reduced |
| Sanctuary Advisors, LLC | 121,285 | $2.42M | 0.01% | +14,514+13.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 103,791 | $2.07M | 0.70% | −20,247−16.3% | Reduced |
| Shaker Financial Services, LLC | 92,937 | $1.86M | 0.65% | −965−1.0% | Reduced |
| Advisors Asset Management, Inc. | 83,006 | $1.66M | 0.03% | +83,006 | New |
| Platt Wealth Management LLC | 74,866 | $1.50M | 1.46% | −8,390−10.1% | Reduced |
| Oder Investment Management, LLC | 74,570 | $1.49M | 1.14% | +601+0.8% | Added |
| Atria Investments LLC | 72,767 | $1.45M | 0.02% | +20,927+40.4% | Added |
| Guggenheim Capital LLC | 66,580 | $1.33M | 0.01% | +29,964+81.8% | Added |
| Oppenheimer & Co Inc | 62,731 | $1.25M | 0.02% | +906+1.5% | Added |
| Wells Fargo & Company | 59,866 | $1.20M | 0.00% | −10,553−15.0% | Reduced |
| WJ Financial Advisors LLC | 58,314 | $1.16M | 0.94% | +4,950+9.3% | Added |
| MAI Capital Management | 58,268 | $1.16M | 0.01% | −45−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 55,852 | $1.12M | 0.01% | +4,126+8.0% | Added |
| Fiera Capital Corp | 55,842 | $1.12M | 0.00% | −2,031−3.5% | Reduced |
| Capital Investment Advisors, LLC | 55,723 | $1.11M | 0.02% | −9,012−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 52,881 | $1.06M | 0.00% | −3,936−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 52,541 | $1.05M | 0.00% | −1,684−3.1% | Reduced |
| Breachway Investments LLC | 47,880 | $973.4K | 0.93% | +50+0.1% | Added |
| Belpointe Asset Management LLC | 44,529 | $889.2K | 0.03% | +44,529 | New |
| Lido Advisors, LLC | 41,390 | $826.6K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 40,171 | $802.2K | 0.02% | +5,257+15.1% | Added |
| Fifth Third Bancorp | 31,918 | $637.4K | 0.00% | +31,918 | New |
| LexAurum Advisors, LLC | 28,133 | $561.8K | 0.07% | +28,133 | New |
| Kestra Private Wealth Services, LLC | 28,004 | $559.2K | 0.01% | +7,657+37.6% | Added |
| PMG Family Office LLC | 27,750 | $554.2K | 0.62% | +2,936+11.8% | Added |
| Susquehanna International Group, LLP | 27,208 | $543.3K | 0.00% | +5,226+23.8% | Added |
| Readystate Asset Management LP | 26,682 | $532.8K | 0.03% | +26,682 | New |
| Cetera Investment Advisers | 25,694 | $513.1K | 0.00% | +5,781+29.0% | Added |
| Pathstone Holdings, LLC | 23,911 | $477.5K | 0.00% | +12,118+102.8% | Added |
| Wolverine Asset Management LLC | 19,133 | $382.1K | 0.01% | +19,133 | New |
| Smith Asset Management Co., LLC | 19,016 | $379.8K | 0.33% | +7,231+61.4% | Added |
| Commonwealth Equity Services, LLC | 18,683 | $373.1K | 0.00% | +4,866+35.2% | Added |
| Janney Montgomery Scott LLC | 17,929 | $358.0K | 0.00% | −4,763−21.0% | Reduced |
| RSM US Wealth Management LLC | 17,483 | $349.1K | 0.00% | −2,514−12.6% | Reduced |
| CAPROCK Group, Inc. | 15,025 | $300.0K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 14,838 | $296.3K | 0.08% | +14,838 | New |
| Pettinga Financial Advisors, LLC | 14,688 | $293.3K | 0.06% | +14,688 | New |
| Financial Security Advisor, Inc. | 13,500 | $269.6K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,300 | $265.6K | 0.00% | 00.0% | Unchanged |
| Everpar Advisors LLC | 13,290 | $265.4K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,901 | $257.6K | 0.00% | −5,828−31.1% | Reduced |
| Creative Planning | 11,400 | $227.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,566 | $211.0K | 0.00% | −900−7.8% | Reduced |
| PW Nova Financial Services LLC | 10,085 | $201.4K | 0.05% | +10,085 | New |
| Northwestern Mutual Wealth Management Co | 8,742 | $174.6K | 0.00% | −2,461−22.0% | Reduced |
| Barrett & Company, Inc. | 7,461 | $149.0K | 0.05% | +75+1.0% | Added |
| Vermillion Wealth Management, Inc. | 3,538 | $70.7K | 0.03% | +15+0.4% | Added |
| Spire Wealth Management | 2,919 | $58.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,085 | $41.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,568 | $31.3K | 0.00% | +323+25.9% | Added |
| GWM Advisors LLC | 1,267 | $25.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,103 | $22.4K | 0.00% | +306+38.4% | Added |
| Dunhill Financial, LLC | 1,000 | $20.0K | 0.00% | – | – |
| Medallion Wealth Advisors, LLC | 975 | $19.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 939 | $18.8K | 0.00% | +312+49.8% | Added |
| Triumph Capital Management | 900 | $18.0K | 0.00% | +100+12.5% | Added |
| Toth Financial Advisory Corp | 899 | $18.0K | 0.00% | +81+9.9% | Added |
| Advisory Services Network, LLC | 610 | $12.2K | 0.00% | +610 | New |
| IFP Advisors, Inc | 500 | $9.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $9.98K | 0.00% | +500 | New |
| Sunbelt Securities, Inc. | 474 | $9.47K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 412 | $8.23K | 0.01% | +154+59.7% | Added |
| Private Trust Co NA | 400 | $7.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 290 | $5.79K | 0.00% | +150+107.1% | Added |
| BlackRock, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| CWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.32K | 0.00% | – | – |
| Whittier Trust Co of Nevada Inc | 34 | $702 | 0.00% | +34 | New |
| Cerity Partners LLC | 0 | $0 | 0.00% | −69,400−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −50,393−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,783−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Litman Gregory Asset Management LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |