NEW YORK, NY
COHEN & STEERS LTD DURATION PREFERRED & INCOME FUND, INC.LDP— Latest position per institution from SEC 13F filings
15
Institutional holders
7.42M
Total shares held
145.40M
Estimated value
371.12K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.04M
Value
40.76M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
1.39M
Value
27.74M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
447.63K
Value
8.94M
Filed
Mar 31, 2026
CHICAGO PARTNERS INVESTMENT GROUP LLC
CIK 1563525
Shares
438.08K
Value
9.17M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
373.30K
Value
8.12M
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
365.13K
Value
7.29M
Filed
Mar 31, 2026
GLAXIS CAPITAL MANAGEMENT, LLC
CIK 1542161
Shares
261.80K
Value
5.23M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
222.37K
Value
4.44M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
216.95K
Value
3.95K
Filed
Jun 30, 2023
NEWEDGE WEALTH, LLC
CIK 1861796
Shares
195.34K
Value
3.90M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
177.28K
Value
3.54M
Filed
Mar 31, 2026
GREATMARK INVESTMENT PARTNERS, INC.
CIK 1540944
Shares
170.78K
Value
3.41M
Filed
Mar 31, 2026
PINNACLE FINANCIAL PARTNERS, INC.
CIK 2082866
Shares
167.43K
Value
3.34M
Filed
Mar 31, 2026
SYNOVUS FINANCIAL CORP
CIK 18349
Shares
164.28K
Value
3.56M
Filed
Sep 30, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
151.97K
Value
3.03M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
145.46K
Value
2.90M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
136.56K
Value
2.73M
Filed
Mar 31, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
132.70K
Value
2.78M
Filed
Mar 31, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
121.28K
Value
2.42M
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
103.79K
Value
2.07M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.04M | 40.76M | Mar 31, 2026 |
| 2 | UBS GROUP AG | 1610520 | 1.39M | 27.74M | Mar 31, 2026 |
| 3 | INVESCO LTD. | 914208 | 447.63K | 8.94M | Mar 31, 2026 |
| 4 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 1563525 | 438.08K | 9.17M | Mar 31, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 373.30K | 8.12M | Sep 30, 2024 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 365.13K | 7.29M | Mar 31, 2026 |
| 7 | GLAXIS CAPITAL MANAGEMENT, LLC | 1542161 | 261.80K | 5.23M | Mar 31, 2026 |
| 8 | ROYAL BANK OF CANADA | 1000275 | 222.37K | 4.44M | Mar 31, 2026 |
| 9 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 216.95K | 3.95K | Jun 30, 2023 |
| 10 | NEWEDGE WEALTH, LLC | 1861796 | 195.34K | 3.90M | Mar 31, 2026 |
| 11 | BANK OF AMERICA CORP /DE/ | 70858 | 177.28K | 3.54M | Mar 31, 2026 |
| 12 | GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | 170.78K | 3.41M | Mar 31, 2026 |
| 13 | PINNACLE FINANCIAL PARTNERS, INC. | 2082866 | 167.43K | 3.34M | Mar 31, 2026 |
| 14 | SYNOVUS FINANCIAL CORP | 18349 | 164.28K | 3.56M | Sep 30, 2025 |
| 15 | LPL FINANCIAL LLC | 1403438 | 151.97K | 3.03M | Mar 31, 2026 |
| 16 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 145.46K | 2.90M | Mar 31, 2026 |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 136.56K | 2.73M | Mar 31, 2026 |
| 18 | RAREVIEW CAPITAL LLC | 2044533 | 132.70K | 2.78M | Mar 31, 2026 |
| 19 | SANCTUARY ADVISORS, LLC | 1777271 | 121.28K | 2.42M | Mar 31, 2026 |
| 20 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 103.79K | 2.07M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.