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LDP · Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

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$20.63 +0.29 (+1.43%)
Market Cap
$599.90M
Shares
29.08M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 84
Total Value: $169,514,614
Total Shares: 8,434,105

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 85 13F filers
Top Holder
24.6%
Jun 2023 → Mar 2026 · range 22.0% – 25.4%
of institutional value
Top 5
56.4%
Jun 2023 → Mar 2026 · range 55.5% – 67.0%
of institutional value
Top 10
68.8%
Jun 2023 → Mar 2026 · range 68.8% – 78.4%
of institutional value
HHI
1,025
Jun 2023 → Mar 2026 · range 991 – 1,202
Broadly held
Showing 84 of 84
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $40,757,489 24.04% 2,040,936
Mega UBS Group AG $27,743,761 16.37% 1,389,272
Mega Invesco Ltd. $8,939,231 5.27% 447,633
Mid Chicago Partners Investment Group LLC $8,748,517 5.16% 438,083
Mega RAYMOND JAMES FINANCIAL INC $7,291,705 4.30% 365,133
Micro Glaxis Capital Management, LLC $5,228,146 3.08% 261,800
Mid Atria Investments, Inc $5,206,312 3.07% 246,045
Mega ROYAL BANK OF CANADA Bank $4,440,728 2.62% 222,370
Mid NewEdge Wealth, LLC $3,900,999 2.30% 195,343
Small GREATMARK INVESTMENT PARTNERS, INC. $3,560,699 2.10% 168,275
Mega BANK OF AMERICA CORP /DE/ Bank $3,540,181 2.09% 177,275
Mid Pinnacle Financial Partners, Inc. $3,343,517 1.97% 167,427
Small Rareview Capital LLC $3,079,986 1.82% 145,557
Mega LPL Financial LLC $3,034,800 1.79% 151,968
Large Baird Financial Group, Inc. $2,904,896 1.71% 145,463
Mega ENVESTNET ASSET MANAGEMENT INC $2,727,043 1.61% 136,557
Mid Sanctuary Advisors, LLC $2,422,061 1.43% 121,285
Small Thomas J. Herzfeld Advisors, Inc. $2,072,706 1.22% 103,791
Mid Advisors Asset Management, Inc. $1,657,629 0.98% 83,006
Micro Platt Wealth Management LLC $1,495,074 0.88% 74,866
Micro Oder Investment Management, LLC $1,489,162 0.88% 74,570
Large GUGGENHEIM CAPITAL LLC $1,329,602 0.78% 66,580
Mid OPPENHEIMER & CO INC $1,252,738 0.74% 62,731
Mega WELLS FARGO & COMPANY/MN $1,195,523 0.71% 59,866
Micro WJ Financial Advisors LLC $1,164,530 0.69% 58,314
Mid MAI Capital Management $1,163,611 0.69% 58,268
Mid Beacon Pointe Advisors, LLC $1,115,364 0.66% 55,852
Large Fiera Capital Corp $1,115,164 0.66% 55,842
Mid Capital Investment Advisors, LLC $1,112,788 0.66% 55,723
Large Rockefeller Capital Management L.P. $1,056,032 0.62% 52,881
Large OSAIC HOLDINGS, INC. $1,049,243 0.62% 52,541
Micro Breachway Investments LLC $1,005,353 0.59% 47,512
Mid Wealthcare Advisory Partners LLC $903,722 0.53% 42,709
Mid Belpointe Asset Management LLC $889,244 0.52% 44,529
Large Lido Advisors, LLC $826,558 0.49% 41,390
Small Shaker Financial Services, LLC $774,688 0.46% 36,611
Small Independent Wealth Network Inc. $770,118 0.45% 36,395
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $675,998 0.40% 31,947
Large FIFTH THIRD BANCORP Bank $637,402 0.38% 31,918
Micro PMG Family Office LLC Family Office $621,278 0.37% 29,361
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $543,343 0.32% 27,208
Mid READYSTATE ASSET MANAGEMENT LP $532,839 0.31% 26,682
Small LexAurum Advisors, LLC $528,238 0.31% 24,964
Large Cetera Investment Advisers $513,109 0.30% 25,694
Large Pathstone Holdings, LLC $477,502 0.28% 23,911
Small Smith Asset Management Co., LLC $383,186 0.23% 18,109
Mid WOLVERINE ASSET MANAGEMENT LLC $382,086 0.23% 19,133
Large Janney Montgomery Scott LLC $358,042 0.21% 17,929
Mid CHOREO, LLC $349,135 0.21% 17,483
Mid Caprock Group, LLC $317,929 0.19% 15,025
Small Logan Stone Capital, LLC $296,314 0.17% 14,838
Large COMMONWEALTH EQUITY SERVICES, LLC $293,531 0.17% 13,872
Large Kestra Advisory Services, LLC $289,976 0.17% 13,704
Mid Prospera Financial Services Inc $281,428 0.17% 13,300
Small EVERPAR ADVISORS LLC $281,216 0.17% 13,290
Small Financial Security Advisor, Inc. $269,595 0.16% 13,500
Large Creative Planning $227,658 0.13% 11,400
Large STIFEL FINANCIAL CORP $211,003 0.12% 10,566
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $174,577 0.10% 8,742
Micro Vermillion Wealth Management, Inc. $74,567 0.04% 3,524
Small BARRETT & COMPANY, INC. $74,060 0.04% 3,500
Mid Spire Wealth Management $61,766 0.04% 2,919
Small Key Financial Inc $54,804 0.03% 2,590
Large US BANCORP \DE\ Bank $41,637 0.02% 2,085
Mid Allworth Financial LP $31,312 0.02% 1,568
Large NewEdge Advisors, LLC $25,301 0.01% 1,267
Mega PNC FINANCIAL SERVICES GROUP, INC. $23,964 0.01% 1,200
Micro Dunhill Financial, LLC $19,970 0.01% 1,000
Small Medallion Wealth Advisors, LLC $19,470 0.01% 975
Small TOTH FINANCIAL ADVISORY CORP $19,403 0.01% 917
Small Triumph Capital Management $19,044 0.01% 900
Small Pinnacle Wealth Planning Services, Inc. $18,751 0.01% 939
Mid Advisory Services Network, LLC $12,181 0.01% 610
Mid IFP Advisors, Inc $10,580 0.01% 500
Mid HARBOUR INVESTMENTS, INC. $9,985 0.01% 500
Small Sunbelt Securities, Inc. Broker-Dealer $9,465 0.01% 474
Small PRIVATE TRUST CO NA Bank $8,464 0.00% 400
Micro WPG Advisers, LLC $8,227 0.00% 412
Small HIGHLINE WEALTH PARTNERS LLC $6,136 0.00% 290
Mid Western Wealth Management, LLC $4,193 0.00% 210
Mega BlackRock, Inc. $2,995 0.00% 150
Large CWM, LLC $1,997 0.00% 100
Large HUNTINGTON NATIONAL BANK Bank $1,318 0.00% 66
Mid WHITTIER TRUST CO OF NEVADA INC Bank $719 0.00% 34
Key facts CIK 1548717 CUSIP 19248C105 13F (30d) 26 filings 26 filers Visit website

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