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, Q4 2022
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 31, 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
- 73
- +6 vs. Q3 2022
- Shares held
- 10.4M
- +162.0K (+1.6%) vs. Q3 2022
- Total value
- $135.6M
- +$12.0M (+9.7%) vs. Q3 2022
- New holders
- 13
- 19 more added
- Sold out
- 7
- 26 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,953,245 | $51.7M | 0.01% | +318,333+8.8% | Added |
| UBS Group AG | 762,575 | $9.97M | 0.00% | −89,778−10.5% | Reduced |
| Bramshill Investments, LLC | 719,447 | $9.40M | 1.10% | +191,504+36.3% | Added |
| Wells Fargo & Company | 620,953 | $8.12M | 0.00% | +70,480+12.8% | Added |
| Cohen & Steers, Inc. | 510,098 | $6.67M | 0.01% | −161,682−24.1% | Reduced |
| Guggenheim Capital LLC | 503,445 | $6.58M | 0.06% | +71,538+16.6% | Added |
| Invesco Ltd. | 399,353 | $5.22M | 0.00% | −69,985−14.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 332,082 | $4.34M | 2.32% | +3,278+1.0% | Added |
| Waterfront Wealth Inc. | 288,542 | $3.94M | 1.35% | +23,691+8.9% | Added |
| Bank of America Corp | 253,026 | $3.31M | 0.00% | −39,781−13.6% | Reduced |
| Capital Investment Advisors, LLC | 234,513 | $3.06M | 0.09% | −12,767−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 222,306 | $2.91M | 0.01% | −21,887−9.0% | Reduced |
| Royal Bank of Canada | 179,115 | $2.34M | 0.00% | +6,035+3.5% | Added |
| Fiera Capital Corp | 123,598 | $1.62M | 0.01% | +6,651+5.7% | Added |
| Advisor Group Holdings, Inc. | 107,873 | $1.41M | 0.00% | −22,314−17.1% | Reduced |
| LPL Financial LLC | 101,632 | $1.33M | 0.00% | +3,679+3.8% | Added |
| FourThought Financial Partners, LLC | 86,467 | $1.13M | 0.16% | +86,467 | New |
| Ameriprise Financial Inc | 79,294 | $1.04M | 0.00% | +2,688+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 73,515 | $961.0K | 0.00% | +8,416+12.9% | Added |
| GWM Advisors LLC | 57,899 | $726.8K | 0.02% | −1,542−2.6% | Reduced |
| Greytown Advisors Inc. | 54,975 | $718.5K | 0.39% | −654−1.2% | Reduced |
| Baird Financial Group, Inc. | 52,334 | $684.0K | 0.00% | −15,649−23.0% | Reduced |
| Capital Financial Services, LLC | 50,583 | $661.1K | 0.91% | −500−1.0% | Reduced |
| Wealth Alliance | 48,145 | $629.3K | 0.11% | +20,754+75.8% | Added |
| Raymond James & Associates | 47,369 | $619.1K | 0.00% | +548+1.2% | Added |
| Janney Montgomery Scott LLC | 43,555 | $569.0K | 0.00% | −250−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 42,384 | $553.0K | 0.00% | −3,418−7.5% | Reduced |
| Pointe Capital Management LLC | 39,825 | $521.0K | 0.40% | −2,925−6.8% | Reduced |
| Oxbow Advisors, LLC | 35,140 | $459.3K | 0.09% | −73,120−67.5% | Reduced |
| Virtus ETF Advisers LLC | 28,625 | $374.1K | 0.20% | −4,040−12.4% | Reduced |
| Cetera Investment Advisers | 27,609 | $360.8K | 0.00% | +4,667+20.3% | Added |
| Stifel Financial Corp | 22,753 | $297.4K | 0.00% | −1,009−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 19,969 | $261.0K | 0.00% | −1,489−6.9% | Reduced |
| Weiss Asset Management LP | 18,792 | $245.6K | 0.01% | +18,792 | New |
| ProVise Management Group, LLC | 17,815 | $232.8K | 0.02% | −4,636−20.6% | Reduced |
| Money Concepts Capital Corp | 16,886 | $220.7K | 0.01% | +16,886 | New |
| Cetera Advisor Networks LLC | 16,500 | $215.7K | 0.00% | +16,500 | New |
| Samalin Investment Counsel, LLC | 16,085 | $210.2K | 0.13% | +16,085 | New |
| HighTower Advisors, LLC | 14,090 | $184.0K | 0.00% | −356−2.5% | Reduced |
| Veritable, L.P. | 13,000 | $169.9K | 0.00% | +13,000 | New |
| Carmichael Hill & Associates, Inc. | 12,917 | $168.8K | 0.09% | +1,270+10.9% | Added |
| Fortitude Advisory Group L.L.C. | 12,329 | $161.1K | 0.14% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 12,001 | $156.8K | 0.12% | −1,532−11.3% | Reduced |
| Triad Investment Management | 11,527 | $150.7K | 0.24% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,270 | $147.3K | 0.00% | −16,165−58.9% | Reduced |
| MML Investors Services, LLC | 11,248 | $147.0K | 0.00% | −9,072−44.6% | Reduced |
| Raymond James Trust N.A. | 10,265 | $134.0K | 0.00% | −2,647−20.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,059 | $118.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $112.0K | 0.00% | – | – |
| Optimum Investment Advisors | 3,700 | $48.4K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $45.7K | 0.01% | +3,500 | New |
| The PNC Financial Services Group, Inc. | 2,500 | $32.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,131 | $27.9K | 0.01% | +2,131 | New |
| Advisory Services Network, LLC | 2,115 | $27.6K | 0.00% | +2,115 | New |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $26.1K | 0.01% | +2,000 | New |
| IFP Advisors, Inc | 1,684 | $25.0K | 0.00% | −2,019−54.5% | Reduced |
| Bartlett & Co. LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $21.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $19.6K | 0.00% | +1,500 | New |
| Montag A & Associates Inc | 1,410 | $18.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $17.0K | 0.00% | +1,300 | New |
| City Holding Co | 1,265 | $16.5K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 800 | $10.5K | 0.00% | +800 | New |
| Raleigh Capital Management Inc. | 760 | $9.93K | 0.01% | +100+15.2% | Added |
| Anchor Investment Management, LLC | 500 | $6.54K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.54K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 468 | $6.11K | 0.00% | +11+2.4% | Added |
| Hoey Investments, Inc | 171 | $2.23K | 0.00% | −1,176−87.3% | Reduced |
| JPMorgan Chase & Co | 143 | $2.00K | 0.00% | +89+164.8% | Added |
| WR Wealth Planners, LLC | 147 | $1.93K | 0.00% | +3+2.1% | Added |
| Harbour Investments, Inc. | 120 | $1.57K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −124,278−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −42,897−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −10,899−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |