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