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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, Q2 2021

Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 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
82
+2 vs. Q1 2021
Shares held
10.1M
−167.0K (−1.6%) vs. Q1 2021
Total value
$170.2M
−$2.92M (−1.7%) vs. Q1 2021
New holders
6
25 more added
Sold out
4
31 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 82 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 heldQ2 2021: $170.2M
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, Q2 2021

Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2021.

Institutions holding BLW in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley3,103,980$52.8M0.01%+47,659+1.6%Added
UBS Group AG1,210,979$20.6M0.01%+24,991+2.1%Added
Bramshill Investments, LLC603,043$10.3M0.79%+46,719+8.4%Added
Cohen & Steers, Inc.475,950$8.10M0.02%+58,481+14.0%Added
Invesco Ltd.422,359$7.19M0.00%−45,556−9.7%Reduced
Wells Fargo & Company377,254$6.42M0.00%−22,410−5.6%Reduced
Capital Investment Advisors, LLC374,490$6.37M0.22%−2,034−0.5%Reduced
Bank of America Corp320,878$5.46M0.00%+13,748+4.5%Added
Raymond James Financial Services Advisors, Inc.296,759$5.05M0.01%+21,069+7.6%Added
Guggenheim Capital LLC231,770$3.94M0.02%+15,930+7.4%Added
Stifel Financial Corp216,270$3.68M0.01%−1,613−0.7%Reduced
Waterfront Wealth Inc.208,721$3.55M1.68%−35,037−14.4%Reduced
Royal Bank of Canada147,508$2.51M0.00%−16,851−10.3%Reduced
Jefferies Group LLC142,096$2.42M0.04%−2,230−1.5%Reduced
Lazard Asset Management LLC–$1.95M0.00%––
First Foundation Advisors112,617$1.92M0.07%−13,829−10.9%Reduced
Advisor Group Holdings, Inc.102,362$1.74M0.00%−7,856−7.1%Reduced
Baird Financial Group, Inc.90,726$1.54M0.00%+3,729+4.3%Added
LPL Financial LLC82,645$1.41M0.00%+2,435+3.0%Added
SeaBridge Investment Advisors LLC82,058$1.40M0.45%−3,743−4.4%Reduced
FourThought Financial, LLC79,408$1.35M0.18%+2,347+3.0%Added
Ameriprise Financial Inc77,597$1.32M0.00%+1,949+2.6%Added
Hennion & Walsh Asset Management, Inc.73,210$1.25M0.07%−2,307−3.1%Reduced
Fiera Capital Corp68,500$1.17M0.00%+17,390+34.0%Added
Raymond James & Associates57,434$978.0K0.00%−15,649−21.4%Reduced
Pointe Capital Management LLC55,033$937.0K0.66%−34,448−38.5%Reduced
Newbridge Financial Services Group, Inc.54,336$925.0K0.57%+18,737+52.6%Added
Cambridge Investment Research Advisors, Inc.51,443$876.0K0.00%−5,271−9.3%Reduced
Capital Financial Services, LLC48,983$834.0K1.06%+1,300+2.7%Added
Mid Atlantic Financial Management Inc46,927$799.0K0.05%−700−1.5%Reduced
IHT Wealth Management, LLC46,583$793.0K0.05%−13,681−22.7%Reduced
Edmonds Duncan Registered Investment Advisors, LLC45,546$775.0K0.24%−48,858−51.8%Reduced
Greytown Advisors Inc.42,020$715.0K0.35%+3,000+7.7%Added
Janney Montgomery Scott LLC40,751$694.0K0.00%−980−2.3%Reduced
Oxbow Advisors, LLC37,000$629.0K0.07%+11,475+45.0%Added
ProVise Management Group, LLC36,793$626.0K0.06%−2,000−5.2%Reduced
Commonwealth Equity Services, LLC35,933$611.0K0.00%+1,923+5.7%Added
Stolper Co34,414$586.0K0.28%+176+0.5%Added
Cetera Investment Advisers28,593$487.0K0.01%+6,377+28.7%Added
Wealth Alliance27,725$472.0K0.11%−2,308−7.7%Reduced
Envestnet Asset Management Inc26,474$451.0K0.00%−604−2.2%Reduced
Virtus ETF Advisers LLC26,496$451.0K0.19%+7,232+37.5%Added
Steward Partners Investment Advisory, LLC25,645$436.0K0.01%+7,252+39.4%Added
Cetera Advisors LLC24,259$413.0K0.01%−935−3.7%Reduced
St Germain D J Co Inc21,000$357.0K0.02%00.0%Unchanged
MML Investors Services, LLC20,399$347.0K0.00%+9,756+91.7%Added
Raymond James Trust N.A.14,562$248.0K0.01%−10−0.1%Reduced
Rockefeller Capital Management L.P.13,105$223.0K0.00%+8+0.1%Added
Altus Wealth Group LLC12,950$220.0K0.21%00.0%Unchanged
Optimum Investment Advisors12,000$204.0K0.06%−19,300−61.7%Reduced
Jane Street Group, LLC11,836$201.0K0.00%+11,836New
Commerce Bank11,400$194.0K0.00%00.0%Unchanged
Alethea Capital Management, LLC10,871$185.0K0.12%00.0%Unchanged
Venture Visionary Partners LLC10,737$182.0K0.01%+10,737New
Pacitti Group Inc.8,217$139.0K0.08%00.0%Unchanged
Carmichael Hill & Associates, Inc.6,307$107.0K0.06%00.0%Unchanged
The PNC Financial Services Group, Inc.6,131$104.0K0.00%−2,909−32.2%Reduced
American Portfolios Advisors5,444$92.7K0.00%−1,488−21.5%Reduced
Carroll Financial Associates, Inc.4,878$83.0K0.00%−1,759−26.5%Reduced
FNY Investment Advisers, LLC3,500$59.0K0.02%−3,760−51.8%Reduced
US Bancorp2,100$36.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors2,067$35.0K0.00%+1,668+418.0%Added
Joseph P. Lucia & Associates, LLC2,000$34.0K0.02%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,900$32.3K0.00%00.0%Unchanged
Bartlett & Co. LLC1,900$32.0K0.00%00.0%Unchanged
Addison Advisors LLC1,867$32.0K0.03%+1,867New
Montag A & Associates Inc1,410$24.0K0.00%00.0%Unchanged
Hoey Investments, Inc1,347$23.0K0.01%00.0%Unchanged
City Holding Co1,265$22.0K0.00%00.0%Unchanged
CWM, LLC950$16.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co692$12.0K0.00%−22,983−97.1%Reduced
North Star Investment Management Corp.500$9.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC500$9.00K0.00%+500New
Anchor Investment Management, LLC500$8.51K0.00%00.0%Unchanged
Proequities, Inc.477$8.00K0.00%00.0%Unchanged
Allworth Financial LP414$7.00K0.00%+7+1.7%Added
Gradient Investments LLC340$6.00K0.00%00.0%Unchanged
Advisory Services Network, LLC350$6.00K0.00%+350New
Jacobi Capital Management LLC150$3.00K0.00%00.0%Unchanged
Harbour Investments, Inc.120$2.00K0.00%+120New
Panagora Asset Management Inc30$1.00K0.00%−40−57.1%Reduced
Advisors Asset Management, Inc.192,541––−3,089−1.6%Reduced
Shaker Financial Services, LLC0$00.00%−162,975−100.0%Sold out
Citadel Advisors LLC0$00.00%−14,222−100.0%Sold out
Valley Brook Capital Group0$00.00%−6,100−100.0%Sold out
Spire Wealth Management0$00.00%−200−100.0%Sold out