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 2022
Institutional positions in BlackRock Ltd Duration Income Trust as of Sep 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
- 70
- −7 vs. Q2 2022
- Shares held
- 10.3M
- +28.1K (+0.3%) vs. Q2 2022
- Total value
- $124.8M
- −$5.13M (−4.0%) vs. Q2 2022
- New holders
- 6
- 20 more added
- Sold out
- 13
- 24 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,634,912 | $44.0M | 0.01% | +322,421+9.7% | Added |
| UBS Group AG | 852,353 | $10.3M | 0.01% | −343,728−28.7% | Reduced |
| Cohen & Steers, Inc. | 671,780 | $8.13M | 0.02% | −16,941−2.5% | Reduced |
| Wells Fargo & Company | 550,473 | $6.66M | 0.00% | +60,716+12.4% | Added |
| Bramshill Investments, LLC | 527,943 | $6.39M | 0.91% | −20,480−3.7% | Reduced |
| Invesco Ltd. | 469,338 | $5.68M | 0.00% | −19,204−3.9% | Reduced |
| Guggenheim Capital LLC | 431,907 | $5.23M | 0.05% | +114,353+36.0% | Added |
| Blue Zone Wealth Advisors, LLC | 328,804 | $3.98M | 2.06% | +1,808+0.6% | Added |
| Bank of America Corp | 292,807 | $3.54M | 0.00% | −43,919−13.0% | Reduced |
| Waterfront Wealth Inc. | 264,851 | $3.28M | 1.25% | +49,555+23.0% | Added |
| Capital Investment Advisors, LLC | 247,280 | $2.99M | 0.10% | −3,299−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 244,193 | $2.96M | 0.01% | −8,498−3.4% | Reduced |
| Royal Bank of Canada | 173,080 | $2.09M | 0.00% | −6,912−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 130,187 | $1.57M | 0.00% | +11,949+10.1% | Added |
| Arete Wealth Advisors, LLC | 124,278 | $1.50M | 0.15% | +124,278 | New |
| Fiera Capital Corp | 116,947 | $1.42M | 0.01% | −276−0.2% | Reduced |
| Oxbow Advisors, LLC | 108,260 | $1.31M | 0.21% | +7,068+7.0% | Added |
| LPL Financial LLC | 97,953 | $1.19M | 0.00% | −1,377−1.4% | Reduced |
| FourThought Financial, LLC | 89,624 | $1.08M | 0.16% | +5,342+6.3% | Added |
| Ameriprise Financial Inc | 76,606 | $927.0K | 0.00% | −2,458−3.1% | Reduced |
| Baird Financial Group, Inc. | 67,983 | $823.0K | 0.00% | +406+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,099 | $788.0K | 0.00% | −575−0.9% | Reduced |
| GWM Advisors LLC | 59,441 | $719.0K | 0.01% | −1,132−1.9% | Reduced |
| Greytown Advisors Inc. | 55,629 | $673.0K | 0.41% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 51,083 | $618.0K | 0.91% | +700+1.4% | Added |
| Raymond James & Associates | 46,821 | $567.0K | 0.00% | +514+1.1% | Added |
| Commonwealth Equity Services, LLC | 45,802 | $554.0K | 0.00% | +1,749+4.0% | Added |
| Janney Montgomery Scott LLC | 43,805 | $530.0K | 0.00% | −950−2.1% | Reduced |
| Advisors Asset Management, Inc. | 42,897 | $519.0K | 0.01% | −56,728−56.9% | Reduced |
| Pointe Capital Management LLC | 42,750 | $517.0K | 0.41% | −7,466−14.9% | Reduced |
| Virtus ETF Advisers LLC | 32,665 | $395.0K | 0.16% | −5,940−15.4% | Reduced |
| Atria Wealth Solutions, Inc. | 27,435 | $332.0K | 0.01% | +27,435 | New |
| Wealth Alliance | 27,391 | $331.0K | 0.07% | +197+0.7% | Added |
| Stifel Financial Corp | 23,762 | $288.0K | 0.00% | −5,224−18.0% | Reduced |
| Cetera Investment Advisers | 22,942 | $278.0K | 0.01% | −9,268−28.8% | Reduced |
| ProVise Management Group, LLC | 22,451 | $272.0K | 0.03% | −1,675−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 21,458 | $259.0K | 0.00% | +5,227+32.2% | Added |
| MML Investors Services, LLC | 20,320 | $246.0K | 0.00% | +18+0.1% | Added |
| Altus Wealth Group LLC | 13,533 | $231.0K | 0.23% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,446 | $174.0K | 0.00% | +14,446 | New |
| Raymond James Trust N.A. | 12,912 | $156.0K | 0.01% | +1,800+16.2% | Added |
| Fortitude Advisory Group L.L.C. | 12,329 | $149.0K | 0.14% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11,647 | $141.0K | 0.08% | +831+7.7% | Added |
| Triad Investment Management | 11,527 | $139.0K | 0.24% | −17,382−60.1% | Reduced |
| Venture Visionary Partners LLC | 10,899 | $131.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,059 | $110.0K | 0.00% | −2,620−22.4% | Reduced |
| Lazard Asset Management LLC | – | $104.0K | 0.00% | – | New |
| GPS Wealth Strategies Group, LLC | 7,410 | $90.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,703 | $55.0K | 0.00% | +36+1.0% | Added |
| Geneos Wealth Management Inc. | 4,120 | $49.0K | 0.00% | +4,120 | New |
| Optimum Investment Advisors | 3,700 | $45.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 3,203 | $36.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,771 | $34.0K | 0.00% | −3,156−53.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $16.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 690 | $8.35K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 660 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 457 | $6.00K | 0.00% | +10+2.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 144 | $1.74K | 0.00% | +3+2.1% | Added |
| JPMorgan Chase & Co | 54 | $1.00K | 0.00% | −19,946−99.7% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,276−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −26,528−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −20,645−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −17,522−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −13,483−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −10,666−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |