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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Antonetti Capital Management LLC | 265 | $5.00K | 0.00% | +265 | New |
| Gradient Investments LLC | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 422 | $7.00K | 0.00% | +8+1.9% | Added |
| Proequities, Inc. | 477 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $8.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 690 | $11.8K | 0.00% | −4,754−87.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 785 | $13.0K | 0.00% | +93+13.4% | Added |
| City Holding Co | 1,265 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $23.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $24.0K | 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 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $32.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,911 | $33.0K | 0.00% | +1,911 | New |
| Joseph P. Lucia & Associates, LLC | 2,000 | $34.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,285 | $39.0K | 0.01% | +2,285 | 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 |
| Strategic Asset Management, LLC | 3,203 | $55.0K | 0.08% | +3,203 | New |
| Optimum Investment Advisors | 3,700 | $63.0K | 0.03% | −8,300−69.2% | Reduced |
| Carroll Financial Associates, Inc. | 4,367 | $74.0K | 0.00% | −511−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,131 | $105.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6,307 | $108.0K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,522 | $128.5K | 0.01% | +7,522 | New |
| Pacitti Group Inc. | 8,217 | $140.0K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,773 | $184.0K | 0.01% | +36+0.3% | Added |
| Alethea Capital Management, LLC | 10,871 | $186.0K | 0.16% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,112 | $190.0K | 0.01% | −3,450−23.7% | Reduced |
| Commerce Bank | 11,400 | $195.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,288 | $210.0K | 0.00% | +12,288 | New |
| Rockefeller Capital Management L.P. | 13,113 | $224.0K | 0.00% | +8+0.1% | Added |
| Altus Wealth Group LLC | 13,533 | $231.0K | 0.23% | +583+4.5% | Added |
| First Foundation Advisors | 14,457 | $247.0K | 0.01% | −98,160−87.2% | Reduced |
| Change Path, LLC | 16,592 | $284.0K | 0.02% | +16,592 | New |
| MML Investors Services, LLC | 20,430 | $349.0K | 0.00% | +31+0.2% | Added |
| St Germain D J Co Inc | 21,000 | $359.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,847 | $408.0K | 0.00% | −2,627−9.9% | Reduced |
| Wealth Alliance | 24,928 | $426.0K | 0.10% | −2,797−10.1% | Reduced |
| Virtus ETF Advisers LLC | 27,120 | $463.0K | 0.20% | +624+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 27,992 | $478.0K | 0.01% | +2,347+9.2% | Added |
| Cetera Advisors LLC | 32,512 | $556.0K | 0.01% | +8,253+34.0% | Added |
| Cetera Investment Advisers | 33,862 | $579.0K | 0.01% | +5,269+18.4% | Added |
| ProVise Management Group, LLC | 36,713 | $627.0K | 0.06% | −80−0.2% | Reduced |
| Janney Montgomery Scott LLC | 41,357 | $707.0K | 0.00% | +606+1.5% | Added |
| Greytown Advisors Inc. | 42,020 | $718.0K | 0.32% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 42,371 | $724.0K | 0.01% | +42,371 | New |
| Commonwealth Equity Services, LLC | 45,249 | $773.0K | 0.00% | +9,316+25.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 48,860 | $835.0K | 0.04% | −24,350−33.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 49,024 | $838.0K | 0.00% | −2,419−4.7% | Reduced |
| Capital Financial Services, LLC | 51,983 | $888.0K | 1.09% | +3,000+6.1% | Added |
| Pointe Capital Management LLC | 54,121 | $925.0K | 0.64% | −912−1.7% | Reduced |
| Raymond James & Associates | 54,220 | $927.0K | 0.00% | −3,214−5.6% | Reduced |
| Mid Atlantic Financial Management Inc | 54,492 | $931.0K | 0.06% | +7,565+16.1% | Added |
| Fiera Capital Corp | 68,500 | $1.17M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 72,158 | $1.23M | 0.00% | −5,439−7.0% | Reduced |
| FourThought Financial, LLC | 76,774 | $1.31M | 0.18% | −2,634−3.3% | Reduced |
| SeaBridge Investment Advisors LLC | 81,302 | $1.39M | 0.46% | −756−0.9% | Reduced |
| Lazard Asset Management LLC | – | $1.39M | 0.00% | – | – |
| LPL Financial LLC | 81,851 | $1.40M | 0.00% | −794−1.0% | Reduced |
| Baird Financial Group, Inc. | 91,187 | $1.56M | 0.00% | +461+0.5% | Added |
| Oxbow Advisors, LLC | 94,050 | $1.61M | 0.16% | +57,050+154.2% | Added |
| Advisor Group Holdings, Inc. | 98,679 | $1.69M | 0.00% | −3,683−3.6% | Reduced |
| Jefferies Group LLC | 141,573 | $2.42M | 0.06% | −523−0.4% | Reduced |
| Waterfront Wealth Inc. | 145,305 | $2.48M | 1.20% | −63,416−30.4% | Reduced |
| Royal Bank of Canada | 157,949 | $2.70M | 0.00% | +10,441+7.1% | Added |
| Capital Investment Advisors, LLC | 176,248 | $3.01M | 0.10% | −198,242−52.9% | Reduced |
| Advisors Asset Management, Inc. | 177,147 | $3.03M | 0.05% | −15,394−8.0% | Reduced |
| Stifel Financial Corp | 212,917 | $3.64M | 0.01% | −3,353−1.6% | Reduced |
| Guggenheim Capital LLC | 224,546 | $3.84M | 0.02% | −7,224−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 304,468 | $5.20M | 0.01% | +7,709+2.6% | Added |
| Bank of America Corp | 321,297 | $5.49M | 0.00% | +419+0.1% | Added |
| Wells Fargo & Company | 344,040 | $5.88M | 0.00% | −33,214−8.8% | Reduced |
| Invesco Ltd. | 398,690 | $6.81M | 0.00% | −23,669−5.6% | Reduced |
| Cohen & Steers, Inc. | 475,950 | $8.13M | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 643,896 | $11.0M | 0.94% | +40,853+6.8% | Added |
| UBS Group AG | 1,215,649 | $20.8M | 0.01% | +4,670+0.4% | Added |
| Morgan Stanley | 3,251,198 | $55.6M | 0.01% | +147,218+4.7% | Added |
| 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 |