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, Q2 2026
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Jun 30, 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
- 80
- −2 vs. Q1 2026
- Shares held
- 8.64M
- +346.1K (+4.2%) vs. Q1 2026
- Total value
- $182.6M
- +$16.4M (+9.8%) vs. Q1 2026
- New holders
- 7
- 34 more added
- Sold out
- 9
- 22 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $698 | 0.00% | – | – |
| Whittier Trust Co of Nevada Inc | 34 | $720 | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 61 | $1.29K | 0.00% | +61 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 191 | $4.04K | 0.00% | +191 | New |
| Highline Wealth Partners LLC | 290 | $6.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $8.46K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 475 | $10.1K | 0.01% | +63+15.3% | Added |
| Harbour Investments, Inc. | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 900 | $19.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 917 | $19.4K | 0.00% | +18+2.0% | Added |
| Medallion Wealth Advisors, LLC | 975 | $20.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,000 | $21.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,078 | $22.8K | 0.00% | +139+14.8% | Added |
| IFG Advisory, LLC | 1,180 | $25.0K | 0.00% | +1,180 | New |
| The PNC Financial Services Group, Inc. | 1,200 | $25.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,267 | $26.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,592 | $33.7K | 0.00% | +24+1.5% | Added |
| Key Financial Inc | 2,590 | $54.8K | 0.01% | +2,590 | New |
| Spire Wealth Management | 2,919 | $61.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,123 | $66.1K | 0.00% | +3,123 | New |
| Compass Financial Management LLC | 3,288 | $67.4K | 0.01% | +3,288 | New |
| Barrett & Company, Inc. | 3,500 | $74.1K | 0.02% | −3,961−53.1% | Reduced |
| Vermillion Wealth Management, Inc. | 3,524 | $74.6K | 0.02% | −14−0.4% | Reduced |
| US Bancorp | 6,378 | $135.0K | 0.00% | +4,293+205.9% | Added |
| Stifel Financial Corp | 9,724 | $205.8K | 0.00% | −842−8.0% | Reduced |
| Janney Montgomery Scott LLC | 9,912 | $210.0K | 0.00% | −8,017−44.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,373 | $219.5K | 0.00% | +1,631+18.7% | Added |
| Creative Planning | 11,400 | $241.2K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 11,967 | $253.2K | 0.01% | −14,715−55.1% | Reduced |
| Everpar Advisors LLC | 13,290 | $281.2K | 0.08% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,300 | $281.4K | 0.00% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 13,500 | $285.7K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,704 | $290.0K | 0.00% | +803+6.2% | Added |
| Commonwealth Equity Services, LLC | 13,872 | $293.5K | 0.00% | −4,811−25.8% | Reduced |
| CAPROCK Group, Inc. | 15,025 | $317.9K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 18,109 | $383.2K | 0.30% | −907−4.8% | Reduced |
| RSM US Wealth Management LLC | 20,054 | $424.3K | 0.00% | +2,571+14.7% | Added |
| Pathstone Holdings, LLC | 23,913 | $506.0K | 0.00% | +20.0% | Added |
| LexAurum Advisors, LLC | 24,964 | $528.2K | 0.06% | −3,169−11.3% | Reduced |
| Cetera Investment Advisers | 29,296 | $619.9K | 0.00% | +3,602+14.0% | Added |
| PMG Family Office LLC | 29,361 | $621.3K | 0.57% | +1,611+5.8% | Added |
| Fifth Third Bancorp | 31,459 | $665.7K | 0.00% | −459−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 31,947 | $676.0K | 0.01% | +3,943+14.1% | Added |
| Independent Wealth Network Inc. | 36,395 | $770.1K | 0.20% | +36,395 | New |
| Shaker Financial Services, LLC | 36,611 | $774.7K | 0.24% | −56,326−60.6% | Reduced |
| Wealthcare Advisory Partners LLC | 42,709 | $903.7K | 0.02% | +2,538+6.3% | Added |
| Lido Advisors, LLC | 43,875 | $928.4K | 0.00% | +2,485+6.0% | Added |
| Breachway Investments LLC | 47,512 | $1.01M | 1.51% | −368−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 51,988 | $1.10M | 0.00% | −553−1.1% | Reduced |
| Capital Investment Advisors, LLC | 52,831 | $1.12M | 0.01% | −2,892−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 53,533 | $1.13M | 0.00% | +652+1.2% | Added |
| MAI Capital Management | 54,496 | $1.15M | 0.00% | −3,772−6.5% | Reduced |
| Beacon Pointe Advisors, LLC | 55,863 | $1.18M | 0.01% | +110.0% | Added |
| Fiera Capital Corp | 57,368 | $1.21M | 0.00% | +1,526+2.7% | Added |
| Oppenheimer & Co Inc | 62,681 | $1.33M | 0.01% | −50−0.1% | Reduced |
| WJ Financial Advisors LLC | 65,947 | $1.40M | 1.03% | +7,633+13.1% | Added |
| Guggenheim Capital LLC | 66,210 | $1.40M | 0.01% | −370−0.6% | Reduced |
| Platt Wealth Management LLC | 74,662 | $1.58M | 1.27% | −204−0.3% | Reduced |
| Oder Investment Management, LLC | 77,589 | $1.64M | 1.10% | +3,019+4.0% | Added |
| NewEdge Wealth, LLC | 116,907 | $2.47M | 0.02% | −78,436−40.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 137,739 | $2.91M | 0.89% | +33,948+32.7% | Added |
| Baird Financial Group, Inc. | 144,127 | $3.05M | 0.00% | −1,336−0.9% | Reduced |
| Rareview Capital LLC | 145,557 | $3.05M | 1.71% | +12,854+9.7% | Added |
| Envestnet Asset Management Inc | 147,592 | $3.12M | 0.00% | +11,035+8.1% | Added |
| Wells Fargo & Company | 153,402 | $3.25M | 0.00% | +93,536+156.2% | Added |
| LPL Financial LLC | 157,138 | $3.33M | 0.00% | +5,170+3.4% | Added |
| Pinnacle Financial Partners, Inc. | 168,135 | $3.56M | 0.02% | +708+0.4% | Added |
| Greatmark Investment Partners, Inc. | 168,275 | $3.56M | 0.39% | −2,500−1.5% | Reduced |
| Bank of America Corp | 170,003 | $3.60M | 0.00% | −7,272−4.1% | Reduced |
| Advisors Asset Management, Inc. | 181,455 | $3.84M | 0.06% | +98,449+118.6% | Added |
| Royal Bank of Canada | 225,620 | $4.77M | 0.00% | +3,250+1.5% | Added |
| Raymond James Financial Inc | 237,003 | $5.01M | 0.00% | −128,130−35.1% | Reduced |
| Atria Investments LLC | 246,045 | $5.21M | 0.05% | +173,278+238.1% | Added |
| Glaxis Capital Management, LLC | 270,000 | $5.71M | 11.48% | +8,200+3.1% | Added |
| Sanctuary Advisors, LLC | 295,463 | $6.25M | 0.03% | +174,178+143.6% | Added |
| Chicago Partners Investment Group LLC | 468,773 | $9.70M | 0.19% | +30,690+7.0% | Added |
| Invesco Ltd. | 467,104 | $9.88M | 0.00% | +19,471+4.3% | Added |
| UBS Group AG | 1,389,779 | $29.4M | 0.00% | +5070.0% | Added |
| Morgan Stanley | 2,089,803 | $44.2M | 0.00% | +48,867+2.4% | Added |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −44,529−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,208−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,133−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,838−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −14,688−100.0% | Sold out |
| PW Nova Financial Services LLC | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |