Who Owns COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND INC (LDP)?Hedge Fund & Institutional Holders

$20.45-0.05 (-0.24%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.8772000800000063e+273T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$18.53$19.39$20.26$21.13$21.99Sep 24Jun 25Mar 26

LDP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+94K+$2.0B
Capital Investment Advisors, LLCNew Position+65K+$1.4B
OPPENHEIMER & CO INCNew Position+62K+$1.3B
Financial Security Advisor, Inc.New Position+14K+$285.0M
EVERPAR ADVISORS LLCNew Position+13K+$281.0M
Smith Asset Management Co., LLCNew Position+12K+$249.0M
Rareview Capital LLCIncreased+10K+$200.1M
BARRETT & COMPANY, INC.New Position+7K+$156.0M
Vermillion Wealth Management, Inc.New Position+4K+$74.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+3K+$63.0M
Spire Wealth ManagementNew Position+3K+$61.0M
US BANCORP \DE\Increased+2K+$30.3M
Wealthcare Advisory Partners LLCIncreased+2K+$27.9M
Sanctuary Advisors, LLCNew Position+471K+$9.8M
Chicago Partners Investment Group LLCNew Position+449K+$9.6M

LDP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NewEdge Wealth, LLCDecreased-915-$4.7B
ROYAL BANK OF CANADADecreased-123K-$3.8B
SYNOVUS FINANCIAL CORPClosed Position-164K-$3.6B
Thomas J. Herzfeld Advisors, Inc.Decreased-97K-$2.2B
Invesco Ltd.Decreased-90K-$2.1B
UBS Group AGDecreased-26K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-3K-$826.8M
CHOREO, LLCDecreased-12K-$693.4M
PMG Family Office LLCDecreased-2K-$579.9M
COMERICA BANKDecreased-22K-$494.2M
Cetera Investment AdvisersDecreased-1K-$454.6M
Creative PlanningDecreased-670-$261.6M
STIFEL FINANCIAL CORPDecreased-300-$255.0M
NORTHERN TRUST CORPClosed Position-12K-$250.0M
Laird Norton Wetherby Wealth Management, LLCClosed Position-10K-$216.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG1,359,103$28.8B0.00%Share
2RAYMOND JAMES FINANCIAL INC385,481$8.0B0.00%Share
3Invesco Ltd.279,564$5.9B0.00%Share
4ROYAL BANK OF CANADA234,507$4.0B0.00%Share
5BANK OF AMERICA CORP /DE/181,136$3.0B0.00%Share
6Baird Financial Group, Inc.142,925$3.0B0.00%Share
7Thomas J. Herzfeld Advisors, Inc.124,038$2.6B0.89%Share
8Rareview Capital LLC109,848$2.3B1.49%Share
9Shaker Financial Services, LLC93,902$2.0B0.63%Share
10Invesco Ltd.82,509$1.7B0.00%Share
11Oder Investment Management, LLC73,969$1.6B1.13%Share
12Capital Investment Advisors, LLC64,735$1.4B0.02%Share
13OPPENHEIMER & CO INC61,825$1.3B0.02%Share
14BALDWIN WEALTH PARTNERS LLC/MA50,393$1.1B0.07%Share
15Rockefeller Capital Management L.P.56,817$1.0B0.00%Share
16OSAIC HOLDINGS, INC.54,009$1.0B0.00%Share
17Fiera Capital Corp57,873$1.0B0.00%Share
18Atria Investments, Inc51,840$1.0B0.01%Share
19Wealthcare Advisory Partners LLC34,914$739.0M0.01%Share
20COMERICA BANK29,615$626.0M0.00%Share
21UBS Group AG21,847$462.0M0.00%Share
22Financial Security Advisor, Inc.13,500$285.0M0.06%Share
23EVERPAR ADVISORS LLC13,290$281.0M0.10%Share
24Smith Asset Management Co., LLC11,785$249.0M0.21%Share
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,316,921$168.5M0.11%Share
26BARRETT & COMPANY, INC.7,386$156.0M0.05%Share
27Vermillion Wealth Management, Inc.3,523$74.0M0.03%Share
28FLAGSHIP HARBOR ADVISORS, LLC3,000$63.0M0.00%Share
29Spire Wealth Management2,919$61.0M0.00%Share
30COMERICA BANK2,300$48.0M0.00%Share
31MORGAN STANLEY1,710,391$36.0M0.00%Share
32US BANCORP \DE\1,500$31.0M0.00%Share
33Dunhill Financial, LLC1,000$21.0M0.01%Share
34MONTAG A & ASSOCIATES INC803$17.0M0.00%Share
35Sound Income Strategies, LLC797$16.0M0.00%Share
36Triumph Capital Management800$16.0M0.00%Share
37US BANCORP \DE\585$12.0M0.00%Share
38Sunbelt Securities, Inc.474$10.0M0.00%Share
39Chicago Partners Investment Group LLC448,940$9.6M0.24%Share
40PRIVATE TRUST CO NA400$8.0M0.00%Share
41CoreCap Advisors, LLC300$6.0M0.00%Share
42WPG Advisers, LLC258$5.0M0.00%Share
43Glaxis Capital Management, LLC231,800$4.9M8.40%Share
44Sanctuary Advisors, LLC233,446$4.9M0.03%Share
45NewEdge Wealth, LLC214,128$4.5M0.00%Share
46MORGAN STANLEY212,000$4.0M0.00%Share
47GREATMARK INVESTMENT PARTNERS, INC.171,825$3.6M0.43%Share
48Pinnacle Financial Partners, Inc.165,971$3.0M0.03%Share
49LPL Financial LLC147,190$3.0M0.00%Share
50ENVESTNET ASSET MANAGEMENT INC158,249$3.0M0.00%Share

LDP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$74.1B+26
Q3 202554$100.1B-9
Q2 202563$109.8B-13
Q1 202576$157.4B+10
Q4 202466$1.6T+15
Q3 202451$8.0T+0
Q2 202451$4.4T+5
Q1 202446$3.2T—

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As of Q4 2025, 50 institutional investors hold LDP (COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND INC). The largest holder is UBS Group AG with $28.8B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own LDP?

As of Q4 2025, 50 institutional investors report holding LDP (COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND INC) in their 13F filings.

Who is the largest institutional holder of LDP?

The largest institutional holder of LDP is UBS Group AG with $28.8B in shares.

Is institutional ownership of LDP increasing or decreasing?

This quarter, 12 institutions opened new positions in LDP and 3 closed their positions.