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, Q3 2021
Institutional positions in BlackRock Ltd Duration Income Trust as of Sep 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
- 83
- +2 vs. Q2 2021
- Shares held
- 9.77M
- −310.0K (−3.1%) vs. Q2 2021
- Total value
- $168.3M
- −$1.88M (−1.1%) vs. Q2 2021
- New holders
- 10
- 22 more added
- Sold out
- 8
- 26 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 85 | $145.9M |
| Q1 2026 | 82 | $138.5M |
| Q4 2025 | 81 | $160.0M |
| Q3 2025 | 85 | $165.1M |
| Q2 2025 | 77 | $170.0M |
| Q1 2025 | 77 | $166.7M |
| Q4 2024 | 76 | $154.3M |
| Q3 2024 | 77 | $152.3M |
| Q2 2024 | 79 | $151.1M |
| Q1 2024 | 80 | $153.0M |
| Q4 2023 | 86 | $158.9M |
| Q3 2023 | 73 | $144.3M |
| Q2 2023 | 71 | $140.9M |
| 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 | $170.2M |
| Q1 2021 | 80 | $173.2M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,251,198 | $55.6M | 0.01% | +147,218+4.7% | Added |
| UBS Group AG | 1,215,649 | $20.8M | 0.01% | +4,670+0.4% | Added |
| Bramshill Investments, LLC | 643,896 | $11.0M | 0.94% | +40,853+6.8% | Added |
| Cohen & Steers, Inc. | 475,950 | $8.13M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 398,690 | $6.81M | 0.00% | −23,669−5.6% | Reduced |
| Wells Fargo & Company | 344,040 | $5.88M | 0.00% | −33,214−8.8% | Reduced |
| Bank of America Corp | 321,297 | $5.49M | 0.00% | +419+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 304,468 | $5.20M | 0.01% | +7,709+2.6% | Added |
| Guggenheim Capital LLC | 224,546 | $3.84M | 0.02% | −7,224−3.1% | Reduced |
| Stifel Financial Corp | 212,917 | $3.64M | 0.01% | −3,353−1.6% | Reduced |
| Advisors Asset Management, Inc. | 177,147 | $3.03M | 0.05% | −15,394−8.0% | Reduced |
| Capital Investment Advisors, LLC | 176,248 | $3.01M | 0.10% | −198,242−52.9% | Reduced |
| Royal Bank of Canada | 157,949 | $2.70M | 0.00% | +10,441+7.1% | Added |
| Waterfront Wealth Inc. | 145,305 | $2.48M | 1.20% | −63,416−30.4% | Reduced |
| Jefferies Group LLC | 141,573 | $2.42M | 0.06% | −523−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 98,679 | $1.69M | 0.00% | −3,683−3.6% | Reduced |
| Oxbow Advisors, LLC | 94,050 | $1.61M | 0.16% | +57,050+154.2% | Added |
| Baird Financial Group, Inc. | 91,187 | $1.56M | 0.00% | +461+0.5% | Added |
| LPL Financial LLC | 81,851 | $1.40M | 0.00% | −794−1.0% | Reduced |
| Lazard Asset Management LLC | – | $1.39M | 0.00% | – | – |
| SeaBridge Investment Advisors LLC | 81,302 | $1.39M | 0.46% | −756−0.9% | Reduced |
| FourThought Financial, LLC | 76,774 | $1.31M | 0.18% | −2,634−3.3% | Reduced |
| Ameriprise Financial Inc | 72,158 | $1.23M | 0.00% | −5,439−7.0% | Reduced |
| Fiera Capital Corp | 68,500 | $1.17M | 0.00% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 54,492 | $931.0K | 0.06% | +7,565+16.1% | Added |
| Raymond James & Associates | 54,220 | $927.0K | 0.00% | −3,214−5.6% | Reduced |
| Pointe Capital Management LLC | 54,121 | $925.0K | 0.64% | −912−1.7% | Reduced |
| Capital Financial Services, LLC | 51,983 | $888.0K | 1.09% | +3,000+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,024 | $838.0K | 0.00% | −2,419−4.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 48,860 | $835.0K | 0.04% | −24,350−33.3% | Reduced |
| Commonwealth Equity Services, LLC | 45,249 | $773.0K | 0.00% | +9,316+25.9% | Added |
| Kestra Advisory Services, LLC | 42,371 | $724.0K | 0.01% | +42,371 | New |
| Greytown Advisors Inc. | 42,020 | $718.0K | 0.32% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 41,357 | $707.0K | 0.00% | +606+1.5% | Added |
| ProVise Management Group, LLC | 36,713 | $627.0K | 0.06% | −80−0.2% | Reduced |
| Cetera Investment Advisers | 33,862 | $579.0K | 0.01% | +5,269+18.4% | Added |
| Cetera Advisors LLC | 32,512 | $556.0K | 0.01% | +8,253+34.0% | Added |
| Steward Partners Investment Advisory, LLC | 27,992 | $478.0K | 0.01% | +2,347+9.2% | Added |
| Virtus ETF Advisers LLC | 27,120 | $463.0K | 0.20% | +624+2.4% | Added |
| Wealth Alliance | 24,928 | $426.0K | 0.10% | −2,797−10.1% | Reduced |
| Envestnet Asset Management Inc | 23,847 | $408.0K | 0.00% | −2,627−9.9% | Reduced |
| St Germain D J Co Inc | 21,000 | $359.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,430 | $349.0K | 0.00% | +31+0.2% | Added |
| Change Path, LLC | 16,592 | $284.0K | 0.02% | +16,592 | New |
| First Foundation Advisors | 14,457 | $247.0K | 0.01% | −98,160−87.2% | Reduced |
| Altus Wealth Group LLC | 13,533 | $231.0K | 0.23% | +583+4.5% | Added |
| Rockefeller Capital Management L.P. | 13,113 | $224.0K | 0.00% | +8+0.1% | Added |
| JPMorgan Chase & Co | 12,288 | $210.0K | 0.00% | +12,288 | New |
| Commerce Bank | 11,400 | $195.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,112 | $190.0K | 0.01% | −3,450−23.7% | Reduced |
| Alethea Capital Management, LLC | 10,871 | $186.0K | 0.16% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,773 | $184.0K | 0.01% | +36+0.3% | Added |
| Pacitti Group Inc. | 8,217 | $140.0K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,522 | $128.5K | 0.01% | +7,522 | New |
| Carmichael Hill & Associates, Inc. | 6,307 | $108.0K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,131 | $105.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 4,367 | $74.0K | 0.00% | −511−10.5% | Reduced |
| Optimum Investment Advisors | 3,700 | $63.0K | 0.03% | −8,300−69.2% | Reduced |
| Strategic Asset Management, LLC | 3,203 | $55.0K | 0.08% | +3,203 | New |
| Central Trust Co | 2,700 | $46.0K | 0.00% | +2,700 | New |
| Spire Wealth Management | 2,700 | $46.0K | 0.00% | +2,700 | New |
| Cahill Financial Advisors Inc | 2,285 | $39.0K | 0.01% | +2,285 | New |
| US Bancorp | 2,100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 2,000 | $34.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,911 | $33.0K | 0.00% | +1,911 | New |
| Bartlett & Co. Wealth Management LLC | 1,900 | $32.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,867 | $32.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $23.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 785 | $13.0K | 0.00% | +93+13.4% | Added |
| American Portfolios Advisors | 690 | $11.8K | 0.00% | −4,754−87.3% | Reduced |
| North Star Investment Management Corp. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $8.54K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 477 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 422 | $7.00K | 0.00% | +8+1.9% | Added |
| Gradient Investments LLC | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 265 | $5.00K | 0.00% | +265 | New |
| Arkadios Wealth Advisors | 227 | $3.00K | 0.00% | −1,840−89.0% | Reduced |
| Jacobi Capital Management LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −54,336−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −46,583−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −45,546−100.0% | Sold out |
| Stolper Co | 0 | $0 | 0.00% | −34,414−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,836−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |