Who Owns COHEN & STEERS SELECT PREFERRED AND INCOME FUND (PSF)?Hedge Fund & Institutional Holders

$19.60-0.02 (-0.10%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000692234263001e+141T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$18.18$19.01$19.84$20.67$21.50Sep 24Jun 25Mar 26

PSF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Smith Asset Management Co., LLCNew Position+132K+$2.7M
Sanctuary Advisors, LLCNew Position+88K+$1.8M
Shaker Financial Services, LLCNew Position+72K+$1.5M
Merit Financial Group, LLCNew Position+57K+$1.2M
Glaxis Capital Management, LLCNew Position+45K+$912K
Noble Wealth Management PBCNew Position+35K+$725K
TRUIST FINANCIAL CORPNew Position+33K+$672K
Pettinga Financial Advisors LLCNew Position+29K+$592K
Logan Stone Capital, LLCNew Position+17K+$346K
Composition Wealth, LLCNew Position+14K+$284K
DAYMARK WEALTH PARTNERS, LLCNew Position+14K+$277K
Physician Wealth Advisors, Inc.New Position+11K+$225K
CoreCap Advisors, LLCNew Position+5K+$95K
Ransom Advisory, LtdNew Position+4K+$78K
MassMutual Private Wealth & Trust, FSBNew Position+3K+$55K

PSF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-7K-$7.3B
GUGGENHEIM CAPITAL LLCDecreased-95K-$4.9B
Invesco Ltd.Decreased-8K-$3.7B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-30K-$2.1B
ROYAL BANK OF CANADADecreased-4K-$1.3B
OSAIC HOLDINGS, INC.Decreased-1K-$891.7M
Kestra Advisory Services, LLCDecreased-3K-$846.7M
Gridiron Partners, LLCDecreased-5.2M-$836.5M
Pathstone Holdings, LLCClosed Position-36K-$745.8M
WELLS FARGO & COMPANY/MNDecreased-271-$690.0M
BANK OF AMERICA CORP /DE/Decreased-2K-$646.9M
WealthBridge Capital Management, LLCDecreased-134-$533.0M
DAVENPORT & Co LLCDecreased-954-$287.2M
Integrated Wealth Concepts LLCDecreased-543-$219.1M
AMERIFLEX GROUP, INC.Decreased-4K-$151.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY777,865$15.0M0.00%Share
2UBS Group AG341,333$6.9M0.00%Share
3BALDWIN WEALTH PARTNERS LLC/MA168,944$3.4M0.22%Share
4RAYMOND JAMES FINANCIAL INC152,549$3.0M0.00%Share
5Invesco Ltd.145,761$3.0M0.00%Share
6Smith Asset Management Co., LLC132,349$2.7M2.22%Share
7Fiera Capital Corp104,721$2.0M0.01%Share
8GUGGENHEIM CAPITAL LLC140,245$2.0M0.01%Share
9Sanctuary Advisors, LLC87,543$1.8M0.01%Share
10KESTRA PRIVATE WEALTH SERVICES, LLC73,382$1.5M0.02%Share
11Shaker Financial Services, LLC72,187$1.5M0.46%Share
12Merit Financial Group, LLC57,370$1.2M0.01%Share
13LPL Financial LLC82,126$1.0M0.00%Share
14MORGAN STANLEY56,675$1.0M0.00%Share
15AMERIPRISE FINANCIAL INC83,560$1.0M0.00%Share
16ROYAL BANK OF CANADA59,727$1.0M0.00%Share
17Glaxis Capital Management, LLC45,000$912K1.56%Share
18HARBOUR INVESTMENTS, INC.44,631$905K0.02%Share
19Gridiron Partners, LLC40,295$817K0.47%Share
20Cornerstone Advisory, LLC35,510$720K0.07%Share
21TRUIST FINANCIAL CORP33,142$672K0.00%Share
22Pettinga Financial Advisors LLC29,199$592K0.11%Share
23Invesco Ltd.25,971$526K0.00%Share
24WealthBridge Capital Management, LLC25,541$517K0.12%Share
25Noble Wealth Management PBC17,470$363K0.19%Share
26Noble Wealth Management PBC17,880$362K0.18%Share
27Logan Stone Capital, LLC17,077$346K0.09%Share
28US BANCORP \DE\14,911$302K0.00%Share
29Composition Wealth, LLC14,021$284K0.00%Share
30DAYMARK WEALTH PARTNERS, LLC13,700$277K0.01%Share
31DAVENPORT & Co LLC12,881$261K0.00%Share
32NewEdge Wealth, LLC12,074$244K0.00%Share
33Arlington Capital Management, Inc.11,277$228K0.14%Share
34Physician Wealth Advisors, Inc.11,140$225K0.03%Share
35COMERICA BANK8,600$174K0.00%Share
36CoreCap Advisors, LLC4,732$95K0.00%Share
37AMERIFLEX GROUP, INC.3,650$74K0.04%Share
38COMERICA BANK3,619$73K0.00%Share
39MassMutual Private Wealth & Trust, FSB2,723$55K0.00%Share
40Farther Finance Advisors, LLC2,501$50K0.00%Share
41UBS Group AG1,629$33K0.00%Share
42Ransom Advisory, Ltd1,000$21K0.01%Share
43Ransom Advisory, Ltd1,000$19K0.01%Share
44Ransom Advisory, Ltd1,000$19K0.01%Share
45Ransom Advisory, Ltd1,000$19K0.01%Share
46Keating Financial Advisory Services, Inc.884$17K0.00%Share
47Triumph Capital Management650$13K0.00%Share
48BARRETT & COMPANY, INC.650$13K0.00%Share
49Hilltop National Bank600$12K0.00%Share
50WELLS FARGO & COMPANY/MN25,635$00.00%Share

PSF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202554$57.1M+17
Q3 202537$54.7B-10
Q2 202547$39.2B-3
Q1 202550$59.1B+3
Q4 202447$5.8T+10
Q3 202437$34.3T-2
Q2 202439$30.7T+3
Q1 202436$27.8T—

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As of Q4 2025, 50 institutional investors hold PSF (COHEN & STEERS SELECT PREFERRED AND INCOME FUND). The largest holder is MORGAN STANLEY with $15.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PSF?

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

Who is the largest institutional holder of PSF?

The largest institutional holder of PSF is MORGAN STANLEY with $15.0M in shares.

Is institutional ownership of PSF increasing or decreasing?

This quarter, 15 institutions opened new positions in PSF and 1 closed their positions.