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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 34 | $702 | 0.00% | +34 | New |
| Huntington National Bank | – | $1.32K | 0.00% | – | – |
| CWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| Highline Wealth Partners LLC | 290 | $5.79K | 0.00% | +150+107.1% | Added |
| Private Trust Co NA | 400 | $7.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 412 | $8.23K | 0.01% | +154+59.7% | Added |
| Sunbelt Securities, Inc. | 474 | $9.47K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $9.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $9.98K | 0.00% | +500 | New |
| Advisory Services Network, LLC | 610 | $12.2K | 0.00% | +610 | New |
| Toth Financial Advisory Corp | 899 | $18.0K | 0.00% | +81+9.9% | Added |
| Triumph Capital Management | 900 | $18.0K | 0.00% | +100+12.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 939 | $18.8K | 0.00% | +312+49.8% | Added |
| Medallion Wealth Advisors, LLC | 975 | $19.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,000 | $20.0K | 0.00% | – | – |
| Sound Income Strategies, LLC | 1,103 | $22.4K | 0.00% | +306+38.4% | Added |
| The PNC Financial Services Group, Inc. | 1,200 | $24.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,267 | $25.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,568 | $31.3K | 0.00% | +323+25.9% | Added |
| US Bancorp | 2,085 | $41.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,919 | $58.3K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3,538 | $70.7K | 0.03% | +15+0.4% | Added |
| Barrett & Company, Inc. | 7,461 | $149.0K | 0.05% | +75+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,742 | $174.6K | 0.00% | −2,461−22.0% | Reduced |
| PW Nova Financial Services LLC | 10,085 | $201.4K | 0.05% | +10,085 | New |
| Stifel Financial Corp | 10,566 | $211.0K | 0.00% | −900−7.8% | Reduced |
| Creative Planning | 11,400 | $227.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,901 | $257.6K | 0.00% | −5,828−31.1% | Reduced |
| Everpar Advisors LLC | 13,290 | $265.4K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,300 | $265.6K | 0.00% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 13,500 | $269.6K | 0.05% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 14,688 | $293.3K | 0.06% | +14,688 | New |
| Logan Stone Capital, LLC | 14,838 | $296.3K | 0.08% | +14,838 | New |
| CAPROCK Group, Inc. | 15,025 | $300.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,483 | $349.1K | 0.00% | −2,514−12.6% | Reduced |
| Janney Montgomery Scott LLC | 17,929 | $358.0K | 0.00% | −4,763−21.0% | Reduced |
| Commonwealth Equity Services, LLC | 18,683 | $373.1K | 0.00% | +4,866+35.2% | Added |
| Smith Asset Management Co., LLC | 19,016 | $379.8K | 0.33% | +7,231+61.4% | Added |
| Wolverine Asset Management LLC | 19,133 | $382.1K | 0.01% | +19,133 | New |
| Pathstone Holdings, LLC | 23,911 | $477.5K | 0.00% | +12,118+102.8% | Added |
| Cetera Investment Advisers | 25,694 | $513.1K | 0.00% | +5,781+29.0% | Added |
| Readystate Asset Management LP | 26,682 | $532.8K | 0.03% | +26,682 | New |
| Susquehanna International Group, LLP | 27,208 | $543.3K | 0.00% | +5,226+23.8% | Added |
| PMG Family Office LLC | 27,750 | $554.2K | 0.62% | +2,936+11.8% | Added |
| Kestra Private Wealth Services, LLC | 28,004 | $559.2K | 0.01% | +7,657+37.6% | Added |
| LexAurum Advisors, LLC | 28,133 | $561.8K | 0.07% | +28,133 | New |
| Fifth Third Bancorp | 31,918 | $637.4K | 0.00% | +31,918 | New |
| Wealthcare Advisory Partners LLC | 40,171 | $802.2K | 0.02% | +5,257+15.1% | Added |
| Lido Advisors, LLC | 41,390 | $826.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 44,529 | $889.2K | 0.03% | +44,529 | New |
| Breachway Investments LLC | 47,880 | $973.4K | 0.93% | +50+0.1% | Added |
| Advisor Group Holdings, Inc. | 52,541 | $1.05M | 0.00% | −1,684−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 52,881 | $1.06M | 0.00% | −3,936−6.9% | Reduced |
| Capital Investment Advisors, LLC | 55,723 | $1.11M | 0.02% | −9,012−13.9% | Reduced |
| Fiera Capital Corp | 55,842 | $1.12M | 0.00% | −2,031−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 55,852 | $1.12M | 0.01% | +4,126+8.0% | Added |
| MAI Capital Management | 58,268 | $1.16M | 0.01% | −45−0.1% | Reduced |
| WJ Financial Advisors LLC | 58,314 | $1.16M | 0.94% | +4,950+9.3% | Added |
| Wells Fargo & Company | 59,866 | $1.20M | 0.00% | −10,553−15.0% | Reduced |
| Oppenheimer & Co Inc | 62,731 | $1.25M | 0.02% | +906+1.5% | Added |
| Guggenheim Capital LLC | 66,580 | $1.33M | 0.01% | +29,964+81.8% | Added |
| Atria Investments LLC | 72,767 | $1.45M | 0.02% | +20,927+40.4% | Added |
| Oder Investment Management, LLC | 74,570 | $1.49M | 1.14% | +601+0.8% | Added |
| Platt Wealth Management LLC | 74,866 | $1.50M | 1.46% | −8,390−10.1% | Reduced |
| Advisors Asset Management, Inc. | 83,006 | $1.66M | 0.03% | +83,006 | New |
| Shaker Financial Services, LLC | 92,937 | $1.86M | 0.65% | −965−1.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 103,791 | $2.07M | 0.70% | −20,247−16.3% | Reduced |
| Sanctuary Advisors, LLC | 121,285 | $2.42M | 0.01% | +14,514+13.6% | Added |
| Envestnet Asset Management Inc | 136,557 | $2.73M | 0.00% | −21,692−13.7% | Reduced |
| Rareview Capital LLC | 132,703 | $2.78M | 1.63% | +22,855+20.8% | Added |
| Baird Financial Group, Inc. | 145,463 | $2.90M | 0.00% | +2,538+1.8% | Added |
| LPL Financial LLC | 151,968 | $3.03M | 0.00% | +4,778+3.2% | Added |
| Pinnacle Financial Partners, Inc. | 167,427 | $3.34M | 0.03% | +1,456+0.9% | Added |
| Greatmark Investment Partners, Inc. | 170,775 | $3.41M | 0.40% | −1,050−0.6% | Reduced |
| Bank of America Corp | 177,275 | $3.54M | 0.00% | −6,536−3.6% | Reduced |
| NewEdge Wealth, LLC | 195,343 | $3.90M | 0.05% | −18,785−8.8% | Reduced |
| Royal Bank of Canada | 222,370 | $4.44M | 0.00% | −12,251−5.2% | Reduced |
| Glaxis Capital Management, LLC | 261,800 | $5.23M | 6.54% | +30,000+12.9% | Added |
| Raymond James Financial Inc | 365,133 | $7.29M | 0.00% | −38,820−9.6% | Reduced |
| Invesco Ltd. | 447,633 | $8.94M | 0.00% | +85,560+23.6% | Added |
| Chicago Partners Investment Group LLC | 438,083 | $9.17M | 0.21% | −10,857−2.4% | Reduced |
| UBS Group AG | 1,389,272 | $27.7M | 0.00% | +8,322+0.6% | Added |
| Morgan Stanley | 2,040,936 | $40.8M | 0.00% | +74,896+3.8% | Added |
| 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 |