NEW YORK, NY
COHEN & STEERS LTD DURATION PREFERRED & INCOME FUND, INC.LDP— Latest position per institution from SEC 13F filings
15
Institutional holders
7.74M
Total shares held
159.16M
Estimated value
386.78K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.09M
Value
44.22M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
1.39M
Value
29.41M
Filed
Jun 30, 2026
CHICAGO PARTNERS INVESTMENT GROUP LLC
CIK 1563525
Shares
468.77K
Value
9.70M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
467.10K
Value
9.88M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
373.30K
Value
8.12M
Filed
Sep 30, 2024
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
295.46K
Value
6.25M
Filed
Jun 30, 2026
GLAXIS CAPITAL MANAGEMENT, LLC
CIK 1542161
Shares
270K
Value
5.71M
Filed
Jun 30, 2026
ATRIA INVESTMENTS, INC
CIK 1535865
Shares
246.04K
Value
5.21M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
237K
Value
5.01M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
225.62K
Value
4.77M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
216.95K
Value
3.95K
Filed
Jun 30, 2023
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
181.46K
Value
3.84M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
170K
Value
3.60M
Filed
Jun 30, 2026
GREATMARK INVESTMENT PARTNERS, INC.
CIK 1540944
Shares
168.28K
Value
3.56M
Filed
Jun 30, 2026
PINNACLE FINANCIAL PARTNERS, INC.
CIK 2082866
Shares
168.13K
Value
3.56M
Filed
Jun 30, 2026
SYNOVUS FINANCIAL CORP
CIK 18349
Shares
164.28K
Value
3.56M
Filed
Sep 30, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
157.14K
Value
3.33M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
153.40K
Value
3.25M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
147.59K
Value
3.12M
Filed
Jun 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
145.56K
Value
3.05M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.09M | 44.22M | Jun 30, 2026 |
| 2 | UBS GROUP AG | 1610520 | 1.39M | 29.41M | Jun 30, 2026 |
| 3 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 1563525 | 468.77K | 9.70M | Jun 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 467.10K | 9.88M | Jun 30, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 373.30K | 8.12M | Sep 30, 2024 |
| 6 | SANCTUARY ADVISORS, LLC | 1777271 | 295.46K | 6.25M | Jun 30, 2026 |
| 7 | GLAXIS CAPITAL MANAGEMENT, LLC | 1542161 | 270K | 5.71M | Jun 30, 2026 |
| 8 | ATRIA INVESTMENTS, INC | 1535865 | 246.04K | 5.21M | Jun 30, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 237K | 5.01M | Jun 30, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 225.62K | 4.77M | Jun 30, 2026 |
| 11 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 216.95K | 3.95K | Jun 30, 2023 |
| 12 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 181.46K | 3.84M | Jun 30, 2026 |
| 13 | BANK OF AMERICA CORP /DE/ | 70858 | 170K | 3.60M | Jun 30, 2026 |
| 14 | GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | 168.28K | 3.56M | Jun 30, 2026 |
| 15 | PINNACLE FINANCIAL PARTNERS, INC. | 2082866 | 168.13K | 3.56M | Jun 30, 2026 |
| 16 | SYNOVUS FINANCIAL CORP | 18349 | 164.28K | 3.56M | Sep 30, 2025 |
| 17 | LPL FINANCIAL LLC | 1403438 | 157.14K | 3.33M | Jun 30, 2026 |
| 18 | WELLS FARGO & COMPANY/MN | 72971 | 153.40K | 3.25M | Jun 30, 2026 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 147.59K | 3.12M | Jun 30, 2026 |
| 20 | RAREVIEW CAPITAL LLC | 2044533 | 145.56K | 3.05M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.