Security identity
Holder snapshot
Share change
+276,648
Reported price per share
$19.97
Number of holders
84
Value change
+$5,368,501
Number of buys
47
Number of sells
31

Security key

19248C105

Report period

Q1 2026

Institutions

84

Top holders

10

Ownership snapshot

Top shareholders of LDP - Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. - Common Stock, $0.01 par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
MORGAN STANLEY
13D/G signal
Evidence rows
50
Latest as of
31 Dec 2025
13F Highest disclosed value: $41,621,081 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
class O/S missing
$41,621,081
1,966,040 shares
31 Dec 2025
UBS Group AG
13F
Company
13F
class O/S missing
$29,234,712
1,380,950 shares
31 Dec 2025
Chicago Partners Investment Group LLC
13F
Company
13F
class O/S missing
$9,562,425
448,940 shares
31 Dec 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
class O/S missing
$8,551,682
403,953 shares
31 Dec 2025
Invesco Ltd.
13F
Company
13F
class O/S missing
$7,665,086
362,073 shares
31 Dec 2025
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$4,967,000
234,621 shares
31 Dec 2025
Glaxis Capital Management, LLC
13F
Company
13F
class O/S missing
$4,907,206
231,800 shares
31 Dec 2025
NewEdge Wealth, LLC
13F
Company
13F
class O/S missing
$4,533,090
214,128 shares
31 Dec 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$3,891,287
183,811 shares
31 Dec 2025
GREATMARK INVESTMENT PARTNERS, INC.
13F
Company
13F
class O/S missing
$3,637,535
171,825 shares
31 Dec 2025
Pinnacle Financial Partners, Inc.
13F
Company
13F
class O/S missing
$3,513,843
165,971 shares
31 Dec 2025
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$3,350,128
158,249 shares
31 Dec 2025
LPL Financial LLC
13F
Company
13F
class O/S missing
$3,116,017
147,190 shares
31 Dec 2025
Baird Financial Group, Inc.
13F
Company
13F
class O/S missing
$3,025,731
142,925 shares
31 Dec 2025
Thomas J. Herzfeld Advisors, Inc.
13F
Company
13F
class O/S missing
$2,625,884
124,038 shares
31 Dec 2025
Rareview Capital LLC
13F
Company
13F
class O/S missing
$2,304,611
109,848 shares
31 Dec 2025
Sanctuary Advisors, LLC
13F
Company
13F
class O/S missing
$2,260,335
106,771 shares
31 Dec 2025
Shaker Financial Services, LLC
13F
Company
13F
class O/S missing
$1,987,906
93,902 shares
31 Dec 2025
Platt Wealth Management LLC
13F
Company
13F
class O/S missing
$1,762,000
83,256 shares
31 Dec 2025
Oder Investment Management, LLC
13F
Company
13F
class O/S missing
$1,565,916
73,969 shares
31 Dec 2025
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$1,490,773
70,419 shares
31 Dec 2025
Cerity Partners LLC
13F
Company
13F
class O/S missing
$1,469,198
69,400 shares
31 Dec 2025
Capital Investment Advisors, LLC
13F
Company
13F
class O/S missing
$1,370,434
64,735 shares
31 Dec 2025
OPPENHEIMER & CO INC
13F
Company
13F
class O/S missing
$1,308,835
61,825 shares
31 Dec 2025
MAI Capital Management
13F
Company
13F
class O/S missing
$1,234,491
58,313 shares
31 Dec 2025
Fiera Capital Corp
13F
Company
13F
class O/S missing
$1,225,171
57,873 shares
31 Dec 2025
Rockefeller Capital Management L.P.
13F
Company
13F
class O/S missing
$1,202,834
56,817 shares
31 Dec 2025
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$1,147,900
54,225 shares
31 Dec 2025
WJ Financial Advisors LLC
13F
Company
13F
class O/S missing
$1,129,716
53,364 shares
31 Dec 2025
Atria Investments, Inc
13F
Company
13F
class O/S missing
$1,097,453
51,840 shares
31 Dec 2025
Beacon Pointe Advisors, LLC
13F
Company
13F
class O/S missing
$1,095,032
51,726 shares
31 Dec 2025
BALDWIN WEALTH PARTNERS LLC/MA
13F
Company
13F
class O/S missing
$1,066,820
50,393 shares
31 Dec 2025
Breachway Investments LLC
13F
Company
13F
class O/S missing
$1,012,561
47,830 shares
31 Dec 2025
Lido Advisors, LLC
13F
Company
13F
class O/S missing
$896,921
41,390 shares
31 Dec 2025
GUGGENHEIM CAPITAL LLC
13F
Company
13F
class O/S missing
$775,161
36,616 shares
31 Dec 2025
Wealthcare Advisory Partners LLC
13F
Company
13F
class O/S missing
$739,140
34,914 shares
31 Dec 2025
COMERICA BANK
13F
Company
13F
class O/S missing
$675,649
31,915 shares
31 Dec 2025
PMG Family Office LLC
13F
Company
13F
class O/S missing
$525,312
24,814 shares
31 Dec 2025
Janney Montgomery Scott LLC
13F
Company
13F
class O/S missing
$480,000
22,692 shares
31 Dec 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
class O/S missing
$465,359
21,982 shares
31 Dec 2025
KESTRA PRIVATE WEALTH SERVICES, LLC
13F
Company
13F
class O/S missing
$430,750
20,347 shares
31 Dec 2025
CHOREO, LLC
13F
Company
13F
class O/S missing
$424,323
19,997 shares
31 Dec 2025
Cetera Investment Advisers
13F
Company
13F
class O/S missing
$421,568
19,913 shares
31 Dec 2025
Kestra Advisory Services, LLC
13F
Company
13F
class O/S missing
$396,489
18,729 shares
31 Dec 2025
JANE STREET GROUP, LLC
13F
Company
13F
class O/S missing
$334,127
15,783 shares
31 Dec 2025
Caprock Group, LLC
13F
Company
13F
class O/S missing
$318,079
15,025 shares
31 Dec 2025
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
class O/S missing
$292,510
13,817 shares
31 Dec 2025
Financial Security Advisor, Inc.
13F
Company
13F
class O/S missing
$285,795
13,500 shares
31 Dec 2025
Prospera Financial Services Inc
13F
Company
13F
class O/S missing
$281,561
13,300 shares
31 Dec 2025
EVERPAR ADVISORS LLC
13F
Company
13F
class O/S missing
$281,349
13,290 shares
31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
84
Shares
8,296,740
Rows loaded
84
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
81
Q1 2026 holders
84
Holder diff
3
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .