Skip to main content

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 $145.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2021. 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
80
No complete 13F data for Q4 2020
Shares held
10.2M
No complete 13F data for Q4 2020
Total value
$173.2M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 80 institutions
Q1 2021: 80 institutionsQ2 2021: 82 institutionsQ3 2021: 83 institutionsQ4 2021: 81 institutionsQ1 2022: 84 institutionsQ2 2022: 77 institutionsQ3 2022: 70 institutionsQ4 2022: 73 institutionsQ1 2023: 71 institutionsQ2 2023: 71 institutionsQ3 2023: 73 institutionsQ4 2023: 86 institutionsQ1 2024: 80 institutionsQ2 2024: 79 institutionsQ3 2024: 77 institutionsQ4 2024: 76 institutionsQ1 2025: 77 institutionsQ2 2025: 77 institutionsQ3 2025: 85 institutionsQ4 2025: 81 institutionsQ1 2026: 82 institutionsQ2 2026: 85 institutions
Value heldQ1 2021: $173.2M
Q1 2021: $173.2MQ2 2021: $170.2MQ3 2021: $168.3MQ4 2021: $164.8MQ1 2022: $143.1MQ2 2022: $129.9MQ3 2022: $124.8MQ4 2022: $135.6MQ1 2023: $138.1MQ2 2023: $140.9MQ3 2023: $144.3MQ4 2023: $158.9MQ1 2024: $153.0MQ2 2024: $151.1MQ3 2024: $152.3MQ4 2024: $154.3MQ1 2025: $166.7MQ2 2025: $170.0MQ3 2025: $165.1MQ4 2025: $160.0MQ1 2026: $138.5MQ2 2026: $145.9M
Institutions holding BLW and their total value by quarter
QuarterHoldersValue
Q2 202685$145.9M
Q1 202682$138.5M
Q4 202581$160.0M
Q3 202585$165.1M
Q2 202577$170.0M
Q1 202577$166.7M
Q4 202476$154.3M
Q3 202477$152.3M
Q2 202479$151.1M
Q1 202480$153.0M
Q4 202386$158.9M
Q3 202373$144.3M
Q2 202371$140.9M
Q1 202371$138.1M
Q4 202273$135.6M
Q3 202270$124.8M
Q2 202277$129.9M
Q1 202284$143.1M
Q4 202181$164.8M
Q3 202183$168.3M
Q2 202182$170.2M
Q1 202180$173.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BLW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley3,056,321$51.2M0.01%––
UBS Group AG1,185,988$19.9M0.01%––
Bramshill Investments, LLC556,324$9.32M0.59%––
Invesco Ltd.467,915$7.84M0.00%––
Cohen & Steers, Inc.417,469$6.99M0.01%––
Wells Fargo & Company399,664$6.69M0.00%––
Capital Investment Advisors, LLC376,524$6.31M0.24%––
Bank of America Corp307,130$5.14M0.00%––
Raymond James Financial Services Advisors, Inc.275,690$4.62M0.01%––
Waterfront Wealth Inc.243,758$4.08M2.05%––
Stifel Financial Corp217,883$3.65M0.01%––
Guggenheim Capital LLC215,840$3.62M0.02%––
Advisors Asset Management, Inc.195,630$3.28M0.05%––
Royal Bank of Canada164,359$2.75M0.00%––
Shaker Financial Services, LLC162,975$2.73M1.09%––
Jefferies Group LLC144,326$2.42M0.06%––
First Foundation Advisors126,446$2.12M0.09%––
Advisor Group Holdings, Inc.110,218$1.85M0.00%––
Edmonds Duncan Registered Investment Advisors, LLC94,404$1.58M0.52%––
Lazard Asset Management LLC–$1.52M0.00%––
Pointe Capital Management LLC89,481$1.50M1.06%––
Baird Financial Group, Inc.86,997$1.46M0.00%––
SeaBridge Investment Advisors LLC85,801$1.44M0.47%––
LPL Financial LLC80,210$1.34M0.00%––
FourThought Financial, LLC77,061$1.29M0.19%––
Ameriprise Financial Inc75,648$1.27M0.00%––
Hennion & Walsh Asset Management, Inc.75,517$1.26M0.08%––
Raymond James & Associates73,083$1.22M0.00%––
IHT Wealth Management, LLC60,264$1.01M0.07%––
Cambridge Investment Research Advisors, Inc.56,714$950.0K0.01%––
Fiera Capital Corp51,110$856.0K0.00%––
Capital Financial Services, LLC47,683$799.0K1.07%––
Mid Atlantic Financial Management Inc47,627$798.0K0.06%––
Janney Montgomery Scott LLC41,731$699.0K0.00%––
Greytown Advisors Inc.39,020$654.0K0.36%––
ProVise Management Group, LLC38,793$650.0K0.07%––
Newbridge Financial Services Group, Inc.35,599$596.0K0.44%––
Stolper Co34,238$573.0K0.30%––
Commonwealth Equity Services, LLC34,010$569.0K0.00%––
Optimum Investment Advisors31,300$524.0K0.15%––
Wealth Alliance30,033$503.0K0.14%––
Envestnet Asset Management Inc27,078$454.0K0.00%––
Oxbow Advisors, LLC25,525$428.0K0.05%––
Cetera Advisors LLC25,194$422.0K0.01%––
Northwestern Mutual Wealth Management Co23,675$397.0K0.00%––
Cetera Investment Advisers22,216$372.0K0.01%––
St Germain D J Co Inc21,000$352.0K0.02%––
Virtus ETF Advisers LLC19,264$323.0K0.14%––
Steward Partners Investment Advisory, LLC18,393$308.1K0.01%––
Raymond James Trust N.A.14,572$245.0K0.01%––
Citadel Advisors LLC14,222$238.0K0.00%––
Altus Wealth Group LLC12,950$220.0K0.22%––
Rockefeller Capital Management L.P.13,097$219.0K0.00%––
Commerce Bank11,400$191.0K0.00%––
Alethea Capital Management, LLC10,871$182.0K0.11%––
MML Investors Services, LLC10,643$178.0K0.00%––
The PNC Financial Services Group, Inc.9,040$151.0K0.00%––
Pacitti Group Inc.8,217$137.0K0.09%––
FNY Investment Advisers, LLC7,260$121.0K0.05%––
American Portfolios Advisors6,932$116.1K0.01%––
Carroll Financial Associates, Inc.6,637$111.0K0.01%––
Carmichael Hill & Associates, Inc.6,307$106.0K0.06%––
Valley Brook Capital Group6,100$102.0K0.09%––
US Bancorp2,100$35.0K0.00%––
Joseph P. Lucia & Associates, LLC2,000$33.0K0.01%––
Bartlett & Co. LLC1,900$32.0K0.00%––
Bartlett & Co. Wealth Management LLC1,900$31.8K0.00%––
Montag A & Associates Inc1,410$24.0K0.00%––
Hoey Investments, Inc1,347$23.0K0.01%––
City Holding Co1,265$21.0K0.00%––
CWM, LLC950$16.0K0.00%––
Anchor Investment Management, LLC500$8.38K0.00%––
Proequities, Inc.477$8.00K0.00%––
North Star Investment Management Corp.500$8.00K0.00%––
Allworth Financial LP407$7.00K0.00%––
Gradient Investments LLC340$6.00K0.00%––
Arkadios Wealth Advisors399$6.00K0.00%––
Jacobi Capital Management LLC150$3.00K0.00%––
Spire Wealth Management200$3.00K0.00%––
Panagora Asset Management Inc70$1.00K0.00%––