Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. - LDP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,966,040 | 41,621 | 0.0% | 0.0% | 1 | +20,599 | 1.06% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,380,950 | 29,234 | 0.0% | 0.0% | 2 | -25,551 | -1.82% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 448,940 | 9,562 | 0.24% | 0.25% | 3 | +15,767 | 3.64% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 403,953 | 8,551 | 0.0% | 0.0% | 4 | -3,376 | -0.83% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 362,073 | 7,665 | 0.0% | 0.0% | 5 | -89,709 | -19.86% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 234,621 | 4,967 | 0.0% | — | 6 | +234,621 | New | Q4 2025 | Feb 17, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 231,800 | 4,907 | 8.4% | 6.26% | 7 | +57,800 | 33.22% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 214,128 | 4,533 | 0.05% | 0.07% | 8 | -915 | -0.43% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 183,811 | 3,891 | 0.0% | 0.0% | 9 | -23,659 | -11.4% | Q4 2025 | Feb 17, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 171,825 | 3,637 | 0.43% | 0.45% | 10 | -75 | -0.04% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 165,971 | 3,513 | 0.03% | — | 11 | +165,971 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 158,249 | 3,350 | 0.0% | 0.0% | 12 | -81,154 | -33.9% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 147,190 | 3,116 | 0.0% | 0.0% | 13 | +7,872 | 5.65% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 142,925 | 3,025 | 0.0% | 0.01% | 14 | -1,279 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 124,038 | 2,625 | 0.89% | 1.64% | 15 | -97,158 | -43.92% | Q4 2025 | Feb 13, 2026 |
| Rareview Capital LLC | History | Added to | 109,848 | 2,304 | 1.49% | 1.28% | 16 | +9,568 | 9.54% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 106,771 | 2,260 | 0.01% | 0.01% | 17 | +41,547 | 63.7% | Q4 2025 | Jan 29, 2026 |
| Shaker Financial Services, LLC | History | Added to | 93,902 | 1,987 | 0.63% | 0.63% | 18 | +9,418 | 11.15% | Q4 2025 | Jan 26, 2026 |
| Platt Wealth Management LLC | History | New | 83,256 | 1,762 | 1.75% | — | 19 | +83,256 | New | Q4 2025 | Feb 06, 2026 |
| Oder Investment Management, LLC | History | Reduced | 73,969 | 1,565 | 1.13% | 1.18% | 20 | -1,614 | -2.14% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 70,419 | 1,490 | 0.0% | 0.0% | 21 | +4,715 | 7.18% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | No change | 69,400 | 1,469 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 64,735 | 1,370 | 0.02% | 0.03% | 23 | -12,547 | -16.24% | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 61,825 | 1,308 | 0.02% | 0.02% | 24 | +292 | 0.47% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 58,313 | 1,234 | 0.01% | 0.01% | 25 | +119 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Added to | 57,873 | 1,225 | 0.0% | 0.0% | 26 | +11,512 | 24.83% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56,817 | 1,202 | 0.0% | 0.0% | 27 | +36 | 0.06% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,225 | 1,147 | 0.0% | 0.0% | 28 | -1,248 | -2.25% | Q4 2025 | Feb 17, 2026 |
| WJ Financial Advisors LLC | History | Added to | 53,364 | 1,129 | 1.01% | 1.11% | 29 | +650 | 1.23% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 51,840 | 1,097 | 0.01% | 0.01% | 30 | +3,994 | 8.35% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,726 | 1,095 | 0.01% | 0.01% | 31 | +11 | 0.02% | Q4 2025 | Feb 18, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 50,393 | 1,066 | 0.07% | 0.08% | 32 | -3,554 | -6.59% | Q4 2025 | Jan 07, 2026 |
| Breachway Investments LLC | History | New | 47,830 | 1,012 | 1.07% | — | 33 | +47,830 | New | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | No change | 41,390 | 896 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 36,616 | 775 | 0.01% | 0.0% | 35 | +26,370 | 257.37% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 34,914 | 739 | 0.01% | 0.01% | 36 | +2,100 | 6.4% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 31,915 | 675 | 0.0% | 0.0% | 37 | -21,992 | -40.8% | Q4 2025 | Jan 29, 2026 |
| PMG Family Office LLC | History | Reduced | 24,814 | 525 | 0.61% | 0.65% | 38 | -1,969 | -7.35% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,692 | 480 | 0.0% | 0.0% | 39 | +422 | 1.89% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,982 | 465 | 0.0% | — | 40 | +21,982 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,347 | 430 | 0.01% | 0.01% | 41 | +2,118 | 11.62% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Reduced | 19,997 | 424 | 0.01% | 0.01% | 42 | -12,019 | -37.54% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,913 | 421 | 0.0% | 0.0% | 43 | -1,065 | -5.08% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 18,729 | 396 | 0.0% | — | 44 | +18,729 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,783 | 334 | 0.0% | — | 45 | +15,783 | New | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | No change | 15,025 | 318 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 13,817 | 292 | 0.0% | — | 47 | +13,817 | New | Q4 2025 | Feb 12, 2026 |
| Financial Security Advisor, Inc. | History | New | 13,500 | 285 | 0.06% | — | 48 | +13,500 | New | Q4 2025 | Feb 05, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 13,290 | 281 | 0.1% | 0.14% | 50 | -3,275 | -19.77% | Q4 2025 | Jan 07, 2026 |
| Prospera Financial Services Inc | History | No change | 13,300 | 281 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 11,793 | 249 | 0.0% | — | 51 | +11,793 | New | Q4 2025 | Feb 13, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 11,785 | 249 | 0.21% | 0.19% | 52 | +1,614 | 15.87% | Q4 2025 | Feb 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,466 | 242 | 0.0% | 0.0% | 53 | -300 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 11,400 | 241 | 0.0% | 0.0% | 54 | -670 | -5.55% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,203 | 237 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,386 | 156 | 0.05% | 0.05% | 56 | +70 | 0.96% | Q4 2025 | Jan 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 3,523 | 74 | 0.03% | 0.02% | 57 | +15 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 3,000 | 63 | 0.0% | — | 58 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,000 | 63 | 0.0% | — | 59 | +3,000 | New | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | No change | 2,919 | 61 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 2,085 | 44 | 0.0% | 0.0% | 61 | +1,500 | 256.41% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | New | 1,629 | 34 | 0.0% | — | 62 | +1,629 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,245 | 26 | 0.0% | — | 63 | +1,245 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,267 | 26 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,200 | 25 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1,000 | 21 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 818 | 17 | 0.0% | 0.0% | 68 | +121 | 17.36% | Q4 2025 | Jan 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 803 | 17 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 800 | 16 | 0.0% | — | 69 | +800 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 797 | 16 | 0.0% | 0.0% | 70 | +5 | 0.63% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 627 | 13 | 0.0% | — | 71 | +627 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 474 | 10 | 0.0% | 0.0% | 72 | -375 | -44.17% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 8 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 300 | 6 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 258 | 5 | 0.0% | 0.0% | 76 | -6 | -2.27% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 99 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,536 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,446 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,371 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,972 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2025 | Nov 06, 2025 |