Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) — Institutional Holders, Q2 2026
81 institutional investment managers reported a LDP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $182.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LDP in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Sanctuary AdvisorsAdded · +174,178 sh+$3.7M
- Atria InvestmentsAdded · +173,278 sh+$3.7M
- Advisors Asset ManagementAdded · +98,449 sh+$2.1M
- WELLS FARGO & COMPANYAdded · +93,536 sh+$2.0M
- MORGAN STANLEYAdded · +48,867 sh+$1.0M
Biggest sellers
- RAYMOND JAMES FINANCIALTrimmed · -128,130 sh-$2.7M
- NewEdge WealthTrimmed · -78,436 sh-$1.7M
- Shaker Financial ServicesTrimmed · -56,326 sh-$1.2M
- Belpointe Asset ManagementSold out · -44,529 sh-$942.2K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPSold out · -27,208 sh-$575.7K
LDP 13F holders ranked 1–81 of 81
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 2,089,803 sh | 2,089,803 | $44.2M | <0.01% | +2.4% |
| 2 | UBS Group AG#2 · 1,389,779 sh | 1,389,779 | $29.4M | <0.01% | 0.0% |
| 3 | Invesco Ltd.#3 · 467,104 sh | 467,104 | $9.9M | <0.01% | +4.3% |
| 4 | Chicago Partners Investment Group#4 · 468,773 sh | 468,773 | $9.7M | — | +7.0% |
| 5 | Sanctuary Advisors#5 · 295,463 sh | 295,463 | $6.3M | 0.03% | +143.6% |
| 6 | Glaxis Capital Management#6 · 270,000 sh | 270,000 | $5.7M | 11.48% | +3.1% |
| 7 | Atria Investments#7 · 246,045 sh | 246,045 | $5.2M | — | +238.1% |
| 8 | RAYMOND JAMES FINANCIAL#8 · 237,003 sh | 237,003 | $5.0M | <0.01% | -35.1% |
| 9 | ROYAL BANK OF CANADA#9 · 225,620 sh | 225,620 | $4.8M | <0.01% | +1.5% |
| 10 | Advisors Asset Management#10 · 181,455 sh | 181,455 | $3.8M | 0.06% | +118.6% |
| 11 | BANK OF AMERICA#11 · 170,003 sh | 170,003 | $3.6M | <0.01% | -4.1% |
| 12 | GREATMARK INVESTMENT PARTNERS#12 · 168,275 sh | 168,275 | $3.6M | 0.39% | -1.5% |
| 13 | Pinnacle Financial Partners#13 · 168,135 sh | 168,135 | $3.6M | 0.02% | +0.4% |
| 14 | LPL Financial#14 · 157,138 sh | 157,138 | $3.3M | <0.01% | +3.4% |
| 15 | WELLS FARGO & COMPANY#15 · 153,402 sh | 153,402 | $3.2M | <0.01% | +156.2% |
| 16 | ENVESTNET ASSET MANAGEMENT#16 · 147,592 sh | 147,592 | $3.1M | <0.01% | +8.1% |
| 17 | Rareview Capital#17 · 145,557 sh | 145,557 | $3.1M | 1.71% | +9.7% |
| 18 | Baird Financial Group#18 · 144,127 sh | 144,127 | $3.0M | <0.01% | -0.9% |
| 19 | Thomas J. Herzfeld Advisors#19 · 137,739 sh | 137,739 | $2.9M | 0.89% | +32.7% |
| 20 | NewEdge Wealth#20 · 116,907 sh | 116,907 | $2.5M | 0.02% | -40.2% |
| 21 | Oder Investment Management#21 · 77,589 sh | 77,589 | $1.6M | 1.10% | +4.0% |
| 22 | Platt Wealth Management#22 · 74,662 sh | 74,662 | $1.6M | 1.27% | -0.3% |
| 23 | GUGGENHEIM CAPITAL#23 · 66,210 sh | 66,210 | $1.4M | <0.01% | -0.6% |
| 24 | WJ Financial Advisors#24 · 65,947 sh | 65,947 | $1.4M | 1.02% | +13.1% |
| 25 | OPPENHEIMER#25 · 62,681 sh | 62,681 | $1.3M | — | -0.1% |
| 26 | Fiera Capital#26 · 57,368 sh | 57,368 | $1.2M | <0.01% | +2.7% |
| 27 | Beacon Pointe Advisors#27 · 55,863 sh | 55,863 | $1.2M | <0.01% | 0.0% |
| 28 | MAI Capital Management#28 · 54,496 sh | 54,496 | $1.2M | <0.01% | -6.5% |
| 29 | Rockefeller Capital Management L.P.#29 · 53,533 sh | 53,533 | $1.1M | <0.01% | +1.2% |
| 30 | Capital Investment Advisors#30 · 52,831 sh | 52,831 | $1.1M | — | -5.2% |
| 31 | OSAIC#31 · 51,988 sh | 51,988 | $1.1M | <0.01% | -1.1% |
| 32 | Breachway Investments#32 · 47,512 sh | 47,512 | $1.0M | — | -0.8% |
| 33 | Lido Advisors#33 · 43,875 sh | 43,875 | $928.4K | <0.01% | +6.0% |
| 34 | Wealthcare Advisory Partners#34 · 42,709 sh | 42,709 | $903.7K | — | +6.3% |
| 35 | Shaker Financial Services#35 · 36,611 sh | 36,611 | $774.7K | — | -60.6% |
| 36 | Independent Wealth Network#36 · 36,395 sh | 36,395 | $770.1K | — | New |
| 37 | KESTRA PRIVATE WEALTH SERVICES#37 · 31,947 sh | 31,947 | $676.0K | <0.01% | +14.1% |
| 38 | FIFTH THIRD BANCORP#38 · 31,459 sh | 31,459 | $665.7K | <0.01% | -1.4% |
| 39 | PMG Family Office#39 · 29,361 sh | 29,361 | $621.3K | — | +5.8% |
| 40 | Cetera Investment Advisers#40 · 29,296 sh | 29,296 | $619.9K | <0.01% | +14.0% |
| 41 | LexAurum Advisors#41 · 24,964 sh | 24,964 | $528.2K | — | -11.3% |
| 42 | Pathstone#42 · 23,913 sh | 23,913 | $506.0K | <0.01% | 0.0% |
| 43 | CHOREO#43 · 20,054 sh | 20,054 | $424.3K | <0.01% | +14.7% |
| 44 | Smith Asset Management#44 · 18,109 sh | 18,109 | $383.2K | — | -4.8% |
| 45 | Caprock Group#45 · 15,025 sh | 15,025 | $317.9K | <0.01% | 0.0% |
| 46 | COMMONWEALTH EQUITY SERVICES#46 · 13,872 sh | 13,872 | $293.5K | <0.01% | -25.8% |
| 47 | Kestra Advisory Services#47 · 13,704 sh | 13,704 | $290.0K | <0.01% | +6.2% |
| 48 | Financial Security Advisor#48 · 13,500 sh | 13,500 | $285.7K | 0.05% | 0.0% |
| 49 | Prospera Financial Services#49 · 13,300 sh | 13,300 | $281.4K | <0.01% | 0.0% |
| 50 | EVERPAR ADVISORS#50 · 13,290 sh | 13,290 | $281.2K | 0.08% | 0.0% |
| 51 | READYSTATE ASSET MANAGEMENT#51 · 11,967 sh | 11,967 | $253.2K | <0.01% | -55.1% |
| 52 | Creative Planning#52 · 11,400 sh | 11,400 | $241.2K | <0.01% | 0.0% |
| 53 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#53 · 10,373 sh | 10,373 | $219.5K | <0.01% | +18.7% |
| 54 | Janney Montgomery Scott#54 · 9,912 sh | 9,912 | $210.0K | <0.01% | -44.7% |
| 55 | STIFEL FINANCIAL#55 · 9,724 sh | 9,724 | $205.8K | <0.01% | -8.0% |
| 56 | US BANCORP \DE\#56 · 6,378 sh | 6,378 | $135.0K | <0.01% | +205.9% |
| 57 | Vermillion Wealth Management#57 · 3,524 sh | 3,524 | $74.6K | — | -0.4% |
| 58 | BARRETT & COMPANY#58 · 3,500 sh | 3,500 | $74.1K | — | -53.1% |
| 59 | COMPASS FINANCIAL MANAGEMENT#59 · 3,288 sh | 3,288 | $67.4K | <0.01% | — |
| 60 | Global Retirement Partners#60 · 3,123 sh | 3,123 | $66.1K | <0.01% | — |
| 61 | Spire Wealth Management#61 · 2,919 sh | 2,919 | $61.8K | <0.01% | 0.0% |
| 62 | Key FInancial#62 · 2,590 sh | 2,590 | $54.8K | <0.01% | New |
| 63 | Allworth Financial#63 · 1,592 sh | 1,592 | $33.7K | <0.01% | +1.5% |
| 64 | NewEdge Advisors#64 · 1,267 sh | 1,267 | $26.8K | <0.01% | New |
| 65 | PNC FINANCIAL SERVICES GROUP#65 · 1,200 sh | 1,200 | $25.4K | 0.00% | 0.0% |
| 66 | IFG Advisory#66 · 1,180 sh | 1,180 | $25.0K | <0.01% | New |
| 67 | Pinnacle Wealth Planning Services#67 · 1,078 sh | 1,078 | $22.8K | <0.01% | +14.8% |
| 68 | Dunhill Financial#68 · 1,000 sh | 1,000 | $21.2K | <0.01% | 0.0% |
| 69 | Medallion Wealth Advisors#69 · 975 sh | 975 | $20.6K | <0.01% | 0.0% |
| 70 | TOTH FINANCIAL ADVISORY#70 · 917 sh | 917 | $19.4K | — | +2.0% |
| 71 | Triumph Capital Management#71 · 900 sh | 900 | $19.0K | — | 0.0% |
| 72 | IFP Advisors#72 · 500 sh | 500 | $10.6K | — | 0.0% |
| 73 | HARBOUR INVESTMENTS#73 · 500 sh | 500 | $10.6K | <0.01% | 0.0% |
| 74 | WPG Advisers#74 · 475 sh | 475 | $10.1K | <0.01% | +15.3% |
| 75 | PRIVATE NA#75 · 400 sh | 400 | $8.5K | — | 0.0% |
| 76 | Integrated Wealth Concepts#76 · 352 sh | 352 | $7.5K | 0.00% | New |
| 77 | HIGHLINE WEALTH PARTNERS#77 · 290 sh | 290 | $6.1K | — | 0.0% |
| 78 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#78 · 191 sh | 191 | $4.0K | — | New |
| 79 | Clear Street Group#79 · 61 sh | 61 | $1.3K | 0.00% | New |
| 80 | WHITTIER OF NEVADA#80 · 34 sh | 34 | $720.00 | 0.00% | 0.0% |
| 81 | HUNTINGTON NATIONAL BANK#81 · 33 sh | 33 | $698.00 | 0.00% | -50.0% |
Funds that sold out of LDP in Q2 2026 (10)
Held LDP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Belpointe Asset Management44,529 sh | 44,529 | $889.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP27,208 sh | 27,208 | $543.3K |
| WOLVERINE ASSET MANAGEMENT19,133 sh | 19,133 | $382.1K |
| Logan Stone Capital14,838 sh | 14,838 | $296.3K |
| Pettinga Financial Advisors14,688 sh | 14,688 | $293.3K |
| PW Nova Financial Services10,085 sh | 10,085 | $201.4K |
| Sound Income Strategies1,103 sh | 1,103 | $22.4K |
| Advisory Services Network610 sh | 610 | $12.2K |
| Western Wealth Management210 sh | 210 | $4.2K |
| BlackRock150 sh | 150 | $3.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.