LDP Institutional Ownership & Shareholders
COHEN & STEERS LIMITED DURAT (LDP) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $175.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of LDP tracked by InsiderSet, reporting ownership valued at approximately $44.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.96M, representing an estimated loss of -9.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed LDP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Invesco Ltd., and several other long-term asset managers with concentrated positions in COHEN & STEERS LIMITED DURAT (LDP).
This page ranks the largest institutional LDP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$175.86M
Largest Holder
Morgan Stanley
Largest Position
$44.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,089,803 | $44,220,245 | $39,957,033 | -$4,263,212 | -9.64% | |
| Ubs Group Ag | 0.00% | 1,389,779 | $29,407,724 | $26,572,574 | -$2,835,150 | -9.64% | |
| Invesco Ltd. | 0.00% | 467,104 | $9,883,921 | $8,931,028 | -$952,893 | -9.64% | |
| Chicago Partners Investment Group Llc | 0.17% | 491,612 | $9,178,405 | $9,399,621 | +$221,216 | +2.41% | |
| Sanctuary Advisors, Llc | 0.03% | 295,463 | $6,251,988 | $5,649,253 | -$602,735 | -9.64% | |
| Glaxis Capital Management, Llc | 12.58% | 273,350 | $5,286,589 | $5,226,452 | -$60,137 | -1.14% | |
| Atria Investments, Inc | 0.05% | 262,703 | $5,080,676 | $5,022,881 | -$57,795 | -1.14% | |
| Raymond James Financial Inc | 0.00% | 237,003 | $5,014,975 | $4,531,497 | -$483,478 | -9.64% | |
| Royal Bank Of Canada | 0.00% | 225,620 | $4,774,000 | $4,313,854 | -$460,146 | -9.64% | |
| Bank Of America Corp | 0.00% | 170,003 | $3,597,270 | $3,250,457 | -$346,813 | -9.64% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 168,135 | $3,557,740 | $3,214,741 | -$342,999 | -9.64% | |
| Lpl Financial Llc | 0.00% | 157,138 | $3,325,043 | $3,004,479 | -$320,564 | -9.64% | |
| Greatmark Investment Partners, Inc. | 0.35% | 169,025 | $3,268,944 | $3,231,758 | -$37,186 | -1.14% | |
| Wells Fargo & Company/Mn | 0.00% | 153,402 | $3,245,989 | $2,933,046 | -$312,943 | -9.64% | |
| Envestnet Asset Management Inc | 0.00% | 147,592 | $3,123,037 | $2,821,959 | -$301,078 | -9.64% | |
| Rareview Capital Llc | 1.71% | 145,557 | $3,053,786 | $2,783,050 | -$270,736 | -8.87% | |
| Baird Financial Group, Inc. | 0.00% | 144,127 | $3,049,727 | $2,755,708 | -$294,019 | -9.64% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.89% | 137,739 | $2,914,557 | $2,633,570 | -$280,987 | -9.64% | |
| Newedge Wealth, Llc | 0.02% | 116,907 | $2,473,752 | $2,235,262 | -$238,490 | -9.64% | |
| Oder Investment Management, Llc | 1.10% | 77,589 | $1,641,790 | $1,483,502 | -$158,288 | -9.64% | |
| Platt Wealth Management Llc | 1.27% | 74,662 | $1,579,000 | $1,427,537 | -$151,463 | -9.59% | |
| Guggenheim Capital Llc | 0.01% | 66,210 | $1,401,004 | $1,265,935 | -$135,069 | -9.64% | |
| Wj Financial Advisors Llc | 1.03% | 65,947 | $1,395,439 | $1,260,907 | -$134,532 | -9.64% | |
| Fiera Capital Corp | 0.00% | 57,368 | $1,213,907 | $1,096,876 | -$117,031 | -9.64% | |
| Beacon Pointe Advisors, Llc | 0.01% | 55,863 | $1,182,066 | $1,068,101 | -$113,965 | -9.64% | |
| Mai Capital Management | 0.00% | 54,496 | $1,153,128 | $1,041,964 | -$111,164 | -9.64% | |
| Rockefeller Capital Management L.P. | 0.00% | 53,533 | $1,132,779 | $1,023,551 | -$109,228 | -9.64% | |
| Osaic Holdings, Inc. | 0.00% | 51,988 | $1,100,028 | $994,011 | -$106,017 | -9.64% | |
| Oppenheimer & Co Inc | 0.01% | 51,785 | $1,001,522 | $990,129 | -$11,393 | -1.14% | |
| Wealthcare Advisory Partners Llc | 0.02% | 50,157 | $970,028 | $959,002 | -$11,026 | -1.14% | |
| Lido Advisors, Llc | 0.00% | 43,875 | $928,395 | $838,890 | -$89,505 | -9.64% | |
| Capital Investment Advisors, Llc | 0.01% | 47,623 | $921,022 | $910,552 | -$10,470 | -1.14% | |
| Breachway Investments Llc | 1.42% | 47,562 | $919,849 | $909,385 | -$10,464 | -1.14% | |
| Independent Wealth Network Inc. | 0.19% | 39,333 | $760,694 | $752,047 | -$8,647 | -1.14% | |
| Fifth Third Bancorp | 0.00% | 31,459 | $665,667 | $601,496 | -$64,171 | -9.64% | |
| Cetera Investment Advisers | 0.00% | 29,296 | $619,910 | $560,140 | -$59,770 | -9.64% | |
| Kestra Private Wealth Services, Llc | 0.01% | 30,784 | $595,356 | $588,590 | -$6,766 | -1.14% | |
| Lexaurum Advisors, Llc | 0.07% | 30,374 | $587,425 | $580,751 | -$6,674 | -1.14% | |
| Pmg Family Office Llc | 0.53% | 29,579 | $572,058 | $565,550 | -$6,508 | -1.14% | |
| Shaker Financial Services, Llc | 0.16% | 25,568 | $494,486 | $488,860 | -$5,626 | -1.14% | |
| Pathstone Holdings, Llc | 0.00% | 23,911 | $477,512 | $457,178 | -$20,334 | -4.26% | |
| Choreo, Llc | 0.00% | 19,686 | $380,727 | $376,396 | -$4,331 | -1.14% | |
| Smith Asset Management Co., Llc | 0.27% | 17,265 | $333,905 | $330,107 | -$3,798 | -1.14% | |
| Caprock Group, Llc | 0.01% | 15,025 | $317,929 | $287,278 | -$30,651 | -9.64% | |
| Kestra Advisory Services, Llc | 0.00% | 14,794 | $286,122 | $282,861 | -$3,261 | -1.14% | |
| Financial Security Advisor, Inc. | 0.05% | 13,500 | $285,660 | $258,120 | -$27,540 | -9.64% | |
| Prospera Financial Services Inc | 0.00% | 13,300 | $281,428 | $254,296 | -$27,132 | -9.64% | |
| Everpar Advisors Llc | 0.08% | 13,290 | $281,216 | $254,105 | -$27,111 | -9.64% | |
| Readystate Asset Management Lp | 0.01% | 11,967 | $253,222 | $228,809 | -$24,413 | -9.64% | |
| Creative Planning | 0.00% | 11,670 | $225,706 | $223,130 | -$2,576 | -1.14% |
Frequently asked questions about LDP
Who are the largest institutional holders of LDP?
The largest institutional holders of LDP reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Invesco Ltd., Chicago Partners Investment Group Llc, and Sanctuary Advisors, Llc. InsiderSet ranks institutional holders by their latest reported LDP position.
What is LDP institutional ownership?
This page tracks LDP positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS LIMITED DURAT (LDP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LDP?
InsiderSet currently tracks 77 institutional managers reporting LDP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LDP shareholders.
How much LDP stock do institutions own?
Institutional investment managers disclosed approximately $175.86M in LDP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LDP institutional ownership last updated?
The latest LDP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LDP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LDP position after the reporting date.
Are institutions buying or selling LDP?
Institutional buying and selling can be analyzed by comparing LDP positions across consecutive 13F reporting periods. InsiderSet's LDP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LDP ownership changes.
How has LDP institutional ownership changed over time?
InsiderSet tracks LDP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.