Who owns Cohen & Steers Limited Duration Preferred and Income Fund, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of LDP from SEC Form 13F filings across 64 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 64 institutions disclosed 7.6M shares of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. worth $160.1M — about 26.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
64
13F holders
$160.1M
value, 2026 filers
26.1%
of shares outstanding (7.6M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LDP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.1M | $44.2M | 0.0% | 7.2% | +2.4% |
| 2 | UBS Group AG | 1.4M | $29.4M | 0.0% | 4.8% | 0.0% |
| 3 | Chicago Partners Investment Group LLC | 468,773 | $9.7M | 0.2% | 1.6% | +7.0% |
| 4 | Invesco Ltd. | 467,104 | $9.9M | 0.0% | 1.6% | +4.3% |
| 5 | Sanctuary Advisors, LLC | 295,463 | $6.3M | 0.0% | 1% | +143.6% |
| 6 | Glaxis Capital Management, LLC | 270,000 | $5.7M | 11.5% | 0.9% | +3.1% |
| 7 | Atria Investments, Inc | 246,045 | $5.2M | 0.1% | 0.8% | +238.1% |
| 8 | RAYMOND JAMES FINANCIAL INC | 237,003 | $5.0M | 0.0% | 0.8% | -35.1% |
| 9 | ROYAL BANK OF CANADA | 225,620 | $4.8M | 0.0% | 0.8% | +1.5% |
| 10 | BANK OF AMERICA CORP /DE/ | 170,003 | $3.6M | 0.0% | 0.6% | -4.1% |
| 11 | Pinnacle Financial Partners, Inc. | 168,135 | $3.6M | 0.0% | 0.6% | +0.4% |
| 12 | LPL Financial LLC | 157,138 | $3.3M | 0.0% | 0.5% | +3.4% |
| 13 | WELLS FARGO & COMPANY/MN | 153,402 | $3.2M | 0.0% | 0.5% | +156.2% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 147,592 | $3.1M | 0.0% | 0.5% | +8.1% |
| 15 | Baird Financial Group, Inc. | 144,127 | $3.0M | 0.0% | 0.5% | -0.9% |
| 16 | Thomas J. Herzfeld Advisors, Inc. | 137,739 | $2.9M | 0.9% | 0.5% | +32.7% |
| 17 | NewEdge Wealth, LLC | 116,907 | $2.5M | 0.0% | 0.4% | -40.2% |
| 18 | OPPENHEIMER & CO INC | 62,681 | $1.3M | 0.0% | 0.2% | -0.1% |
| 19 | MAI Capital Management | 54,496 | $1.2M | 0.0% | 0.2% | -6.5% |
| 20 | Rockefeller Capital Management L.P. | 53,533 | $1.1M | 0.0% | 0.2% | +1.2% |
| 21 | Capital Investment Advisors, LLC | 52,831 | $1.1M | 0.0% | 0.2% | -52.6% |
| 22 | OSAIC HOLDINGS, INC. | 51,988 | $1.1M | 0.0% | 0.2% | -1.1% |
| 23 | Lido Advisors, LLC | 43,875 | $928,395 | 0.0% | 0.2% | +6.0% |
| 24 | Wealthcare Advisory Partners LLC | 42,709 | $903,713 | 0.0% | 0.1% | +6.3% |
| 25 | Independent Wealth Network Inc.NEW | 36,395 | $770,127 | 0.2% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.