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 2022
Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 2022. 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
- 77
- −7 vs. Q1 2022
- Shares held
- 10.3M
- +280.5K (+2.8%) vs. Q1 2022
- Total value
- $129.9M
- −$13.2M (−9.2%) vs. Q1 2022
- New holders
- 5
- 27 more added
- Sold out
- 12
- 18 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,312,491 | $41.9M | 0.01% | +13,559+0.4% | Added |
| UBS Group AG | 1,196,081 | $15.1M | 0.01% | +24,206+2.1% | Added |
| Cohen & Steers, Inc. | 688,721 | $8.71M | 0.02% | +97,883+16.6% | Added |
| Bramshill Investments, LLC | 548,423 | $6.94M | 0.83% | +146,450+36.4% | Added |
| Wells Fargo & Company | 489,757 | $6.20M | 0.00% | +130,257+36.2% | Added |
| Invesco Ltd. | 488,542 | $6.18M | 0.00% | +14,792+3.1% | Added |
| Bank of America Corp | 336,726 | $4.26M | 0.00% | −54,011−13.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 326,996 | $4.14M | 1.88% | +326,996 | New |
| Guggenheim Capital LLC | 317,554 | $4.02M | 0.03% | +125,636+65.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 252,691 | $3.20M | 0.01% | −76,012−23.1% | Reduced |
| Capital Investment Advisors, LLC | 250,579 | $3.17M | 0.11% | +2,836+1.1% | Added |
| Waterfront Wealth Inc. | 215,296 | $2.72M | 1.10% | +16,961+8.6% | Added |
| Royal Bank of Canada | 179,992 | $2.28M | 0.00% | −4,664−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 118,238 | $1.50M | 0.00% | +21,006+21.6% | Added |
| Fiera Capital Corp | 117,223 | $1.48M | 0.00% | +21,869+22.9% | Added |
| Oxbow Advisors, LLC | 101,192 | $1.28M | 0.18% | −692−0.7% | Reduced |
| Advisors Asset Management, Inc. | 99,625 | $1.26M | 0.02% | +99,625 | New |
| LPL Financial LLC | 99,330 | $1.26M | 0.00% | +7,782+8.5% | Added |
| FourThought Financial, LLC | 84,282 | $1.07M | 0.16% | +11,432+15.7% | Added |
| Ameriprise Financial Inc | 79,064 | $1.00M | 0.00% | +633+0.8% | Added |
| Baird Financial Group, Inc. | 67,577 | $855.0K | 0.00% | −551−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,674 | $831.0K | 0.00% | −197−0.3% | Reduced |
| GWM Advisors LLC | 60,573 | $767.0K | 0.01% | +2,056+3.5% | Added |
| Greytown Advisors Inc. | 55,629 | $704.0K | 0.40% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 50,383 | $637.0K | 0.90% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 50,216 | $635.0K | 0.47% | −500−1.0% | Reduced |
| Raymond James & Associates | 46,307 | $586.0K | 0.00% | −5,992−11.5% | Reduced |
| Janney Montgomery Scott LLC | 44,755 | $566.0K | 0.00% | +903+2.1% | Added |
| Commonwealth Equity Services, LLC | 44,053 | $557.0K | 0.00% | −2,313−5.0% | Reduced |
| Virtus ETF Advisers LLC | 38,605 | $488.0K | 0.18% | −1,933−4.8% | Reduced |
| Landscape Capital Management, L.L.C. | 33,276 | $421.0K | 0.06% | −19,611−37.1% | Reduced |
| Cetera Investment Advisers | 32,210 | $407.0K | 0.01% | +131+0.4% | Added |
| Stifel Financial Corp | 28,986 | $367.0K | 0.00% | −163,596−84.9% | Reduced |
| Triad Investment Management | 28,909 | $366.0K | 0.54% | −10,114−25.9% | Reduced |
| Wealth Alliance | 27,194 | $344.0K | 0.07% | +1,886+7.5% | Added |
| Shaker Financial Services, LLC | 26,528 | $336.0K | 0.16% | −59,509−69.2% | Reduced |
| ProVise Management Group, LLC | 24,126 | $305.0K | 0.03% | −3,725−13.4% | Reduced |
| Wolverine Asset Management LLC | 20,645 | $261.0K | 0.00% | −133,565−86.6% | Reduced |
| MML Investors Services, LLC | 20,302 | $257.0K | 0.00% | +18+0.1% | Added |
| JPMorgan Chase & Co | 20,000 | $253.0K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 13,533 | $231.0K | 0.23% | +879+6.9% | Added |
| OTA Financial Group L.P. | 17,522 | $221.0K | 0.11% | +1,568+9.8% | Added |
| Rockefeller Capital Management L.P. | 16,231 | $205.0K | 0.00% | +3,569+28.2% | Added |
| First Foundation Advisors | 13,483 | $171.0K | 0.01% | +78+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 12,329 | $156.0K | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,679 | $148.0K | 0.00% | −5,984−33.9% | Reduced |
| Raymond James Trust N.A. | 11,112 | $141.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,899 | $137.9K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,816 | $137.0K | 0.08% | +4,509+71.5% | Added |
| Alethea Capital Management, LLC | 10,666 | $135.0K | 0.17% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,410 | $94.0K | 0.02% | +2,974+67.0% | Added |
| Northwestern Mutual Wealth Management Co | 5,927 | $75.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,667 | $55.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $47.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 3,203 | $41.0K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,800 | $35.0K | 0.02% | −350−11.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $17.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $16.0K | 0.00% | – | New |
| CoreCap Advisors, LLC | 1,300 | $16.0K | 0.00% | +1,300 | New |
| Joseph P. Lucia & Associates, LLC | 700 | $9.00K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 690 | $8.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 660 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 447 | $6.00K | 0.00% | +10+2.3% | Added |
| Gradient Investments LLC | 340 | $4.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 265 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | +120 | New |
| WR Wealth Planners, LLC | 141 | $1.78K | 0.00% | +3+2.2% | Added |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −124,177−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −38,006−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,270−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −16,504−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −15,428−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Wealth Management Solutions, LLC | 0 | $0 | 0.00% | −11,567−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −7,784−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |