BlackRock Ltd Duration Income Trust
BLW- Exchange
- NYSE
- SEC CIK
- 0001233681
No open-market purchases or sales by BlackRock Ltd Duration Income Trust insiders were filed in the last 90 days; 85 institutions reported holding it in 13F filings for Q2 2026, worth $146.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 85
- +5 vs. Q1 2026
- Shares held
- 11.7M
- +747.2K (+6.8%) vs. Q1 2026
- Total value
- $146.2M
- +$8.14M (+5.9%) vs. Q1 2026
- New holders
- 13
- 30 more added
- Sold out
- 8
- 24 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BLW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 85 | $146.2M |
| Q1 2026 | 82 | $138.5M |
| Q4 2025 | 81 | $160.0M |
| Q3 2025 | 85 | $165.1M |
| Q2 2025 | 77 | $172.2M |
| Q1 2025 | 77 | $166.7M |
| Q4 2024 | 76 | $154.3M |
| Q3 2024 | 77 | $152.3M |
| Q2 2024 | 79 | $151.1M |
| Q1 2024 | 80 | $280.4M |
| Q4 2023 | 86 | $220.7M |
| Q3 2023 | 73 | $144.3M |
| Q2 2023 | 71 | $141.0M |
| Q1 2023 | 71 | $138.1M |
| Q4 2022 | 73 | $135.6M |
| Q3 2022 | 70 | $124.8M |
| Q2 2022 | 77 | $129.9M |
| Q1 2022 | 84 | $143.1M |
| Q4 2021 | 81 | $164.8M |
| Q3 2021 | 83 | $168.3M |
| Q2 2021 | 82 | $183.8M |
| Q1 2021 | 80 | $173.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,083,624 | $51.0M | 0.00% | −84,212−2.0% | Reduced |
| Wells Fargo & Company | 1,007,843 | $12.6M | 0.00% | −19,044−1.9% | Reduced |
| UBS Group AG | 606,131 | $7.57M | 0.00% | −33,092−5.2% | Reduced |
| Guggenheim Capital LLC | 520,486 | $6.50M | 0.04% | −108,032−17.2% | Reduced |
| Invesco Ltd. | 384,488 | $4.80M | 0.00% | +58,589+18.0% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.64M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 301,450 | $3.77M | 1.18% | +188,687+167.3% | Added |
| Sit Investment Associates Inc | 289,494 | $3.62M | 0.07% | +264,494+1,058.0% | Added |
| Raymond James Financial Inc | 284,146 | $3.55M | 0.00% | −18,758−6.2% | Reduced |
| Venture Visionary Partners LLC | 279,335 | $3.49M | 0.10% | −21,582−7.2% | Reduced |
| Envestnet Asset Management Inc | 204,454 | $2.55M | 0.00% | +38,921+23.5% | Added |
| Royal Bank of Canada | 191,191 | $2.39M | 0.00% | +10,029+5.5% | Added |
| Principal Securities, Inc. | 182,218 | $2.28M | 0.03% | +24,538+15.6% | Added |
| Bank of America Corp | 178,861 | $2.23M | 0.00% | −76,487−30.0% | Reduced |
| LPL Financial LLC | 171,532 | $2.14M | 0.00% | +35,401+26.0% | Added |
| Blue Zone Wealth Advisors, LLC | 162,935 | $2.04M | 0.36% | −10,406−6.0% | Reduced |
| Waterfront Wealth Inc. | 156,398 | $1.99M | 0.31% | +136,443+683.8% | Added |
| Wolverine Asset Management LLC | 156,211 | $1.95M | 0.03% | +62,134+66.0% | Added |
| Fiera Capital Corp | 151,570 | $1.89M | 0.01% | +5,134+3.5% | Added |
| Landscape Capital Management, L.L.C. | 147,340 | $1.84M | 0.12% | +147,340 | New |
| Baird Financial Group, Inc. | 138,427 | $1.73M | 0.00% | −12,169−8.1% | Reduced |
| Jefferies Financial Group Inc. | 129,856 | $1.62M | 0.01% | +453+0.4% | Added |
| Capital Investment Advisors, LLC | 120,910 | $1.51M | 0.02% | −2,863−2.3% | Reduced |
| Ethos Financial Group, LLC | 111,237 | $1.39M | 0.09% | −8,851−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 104,390 | $1.30M | 0.00% | −30,747−22.8% | Reduced |
| Lido Advisors, LLC | 98,519 | $1.23M | 0.00% | +28,474+40.7% | Added |
| Kestra Advisory Services, LLC | 67,456 | $842.5K | 0.00% | +19,089+39.5% | Added |
| Gridiron Partners, LLC | 62,941 | $786.1K | 0.41% | +62,941 | New |
| Cetera Investment Advisers | 60,424 | $754.7K | 0.00% | +7,909+15.1% | Added |
| Peregrine Asset Advisers, Inc. | 57,520 | $718.4K | 0.16% | −1,000−1.7% | Reduced |
| Wealth Alliance | 54,647 | $682.5K | 0.06% | +739+1.4% | Added |
| Janney Montgomery Scott LLC | 53,411 | $667.0K | 0.00% | +11,716+28.1% | Added |
| Smith Asset Management Co., LLC | 53,354 | $666.4K | 0.52% | −1,711−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,034 | $650.0K | 0.00% | +24,215+87.0% | Added |
| Readystate Asset Management LP | 51,402 | $642.0K | 0.03% | +51,402 | New |
| GWM Advisors LLC | 41,629 | $519.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 41,027 | $512.4K | 0.03% | +5,239+14.6% | Added |
| Shufro Rose & Co LLC | 34,150 | $426.5K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 32,600 | $407.2K | 0.00% | −666−2.0% | Reduced |
| Ameriprise Financial Inc | 31,296 | $390.9K | 0.00% | −8,895−22.1% | Reduced |
| Virtus Investment Advisers, Inc. | 28,365 | $354.3K | 0.08% | −2,569−8.3% | Reduced |
| Orleans Capital Management Corp | 27,300 | $341.0K | 0.18% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 27,230 | $340.1K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,459 | $330.5K | 0.00% | +26,459 | New |
| Almitas Capital LLC | 23,822 | $297.5K | 0.07% | +23,822 | New |
| IMC-Chicago, LLC | 23,715 | $296.2K | 0.00% | +23,715 | New |
| Marex Group plc | 20,328 | $253.9K | 0.00% | +20,328 | New |
| Nomura Holdings Inc | 19,100 | $238.6K | 0.00% | +19,100 | New |
| Pointe Capital Management LLC | 19,063 | $238.1K | 0.11% | −6,579−25.7% | Reduced |
| MAI Capital Management | 18,393 | $229.7K | 0.00% | +2,580+16.3% | Added |
| Beacon Pointe Advisors, LLC | 18,257 | $228.0K | 0.00% | −3,180−14.8% | Reduced |
| Prospera Financial Services Inc | 17,489 | $218.6K | 0.00% | +553+3.3% | Added |
| MML Investors Services, LLC | 17,034 | $212.8K | 0.00% | +198+1.2% | Added |
| Marin Bay Wealth Advisors, LLC | 16,599 | $207.3K | 0.11% | +399+2.5% | Added |
| Fortitude Advisory Group L.L.C. | 16,477 | $205.8K | 0.08% | +1,624+10.9% | Added |
| Pathstone Holdings, LLC | 15,656 | $195.5K | 0.00% | +411+2.7% | Added |
| XTX Topco Ltd | 14,747 | $184.2K | 0.00% | −19,274−56.7% | Reduced |
| Concurrent Investment Advisors, LLC | 13,251 | $165.5K | 0.00% | +280+2.2% | Added |
| Samalin Investment Counsel, LLC | 12,742 | $159.1K | 0.05% | +297+2.4% | Added |
| ProVise Management Group, LLC | 12,238 | $152.9K | 0.01% | −80−0.6% | Reduced |
| Jane Street Group, LLC | 12,120 | $151.4K | 0.00% | −19,509−61.7% | Reduced |
| Fifth Third Bancorp | 11,902 | $148.7K | 0.00% | −2,154−15.3% | Reduced |
| StoneX Group Inc. | 10,498 | $131.3K | 0.01% | +10,498 | New |
| IHT Wealth Management, LLC | 10,460 | $130.6K | 0.00% | −9,951−48.8% | Reduced |
| Maimon Wealth Management Ltd. | 10,000 | $124.9K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 8,000 | $99.9K | 0.01% | +2,000+33.3% | Added |
| Hollencrest Capital Management | 3,500 | $43.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,664 | $33.3K | 0.00% | +62+2.4% | Added |
| Allworth Financial LP | 2,179 | $27.2K | 0.00% | +17+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $19.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,309 | $16.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,229 | $15.3K | 0.00% | +676+122.2% | Added |
| LifeSteps Financial, Inc. | 1,000 | $12.5K | 0.01% | +1,000 | New |
| Farther Finance Advisors, LLC | 848 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $8.11K | 0.00% | +649 | New |
| North Star Investment Management Corp. | 500 | $6.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.25K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.75K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 225 | $2.81K | 0.00% | +225 | New |
| Harbour Investments, Inc. | 190 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.14K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 98 | $1.22K | 0.00% | +98 | New |
| Central Trust Co | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −15,407−100.0% | Sold out |
| Walsh & Associates, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −10,168−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |