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, Q1 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2023. 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
- 71
- 0 vs. Q4 2022
- Shares held
- 10.5M
- +224.7K (+2.2%) vs. Q4 2022
- Total value
- $138.1M
- +$3.11M (+2.3%) vs. Q4 2022
- New holders
- 7
- 23 more added
- Sold out
- 7
- 22 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,147,810 | $54.4M | 0.01% | +194,565+4.9% | Added |
| Wells Fargo & Company | 756,857 | $9.92M | 0.00% | +135,904+21.9% | Added |
| Bramshill Investments, LLC | 711,539 | $9.33M | 1.12% | −7,908−1.1% | Reduced |
| UBS Group AG | 624,709 | $8.19M | 0.00% | −137,866−18.1% | Reduced |
| Guggenheim Capital LLC | 526,896 | $6.91M | 0.06% | +23,451+4.7% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.87M | 0.01% | −138,297−27.1% | Reduced |
| Invesco Ltd. | 370,626 | $4.86M | 0.00% | −28,727−7.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 343,624 | $4.50M | 2.41% | +11,542+3.5% | Added |
| Waterfront Wealth Inc. | 289,955 | $3.80M | 1.24% | +1,413+0.5% | Added |
| Bank of America Corp | 235,575 | $3.09M | 0.00% | −17,451−6.9% | Reduced |
| Capital Investment Advisors, LLC | 231,014 | $3.03M | 0.09% | −3,499−1.5% | Reduced |
| Royal Bank of Canada | 219,069 | $2.87M | 0.00% | +39,954+22.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 217,465 | $2.85M | 0.01% | −4,841−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 124,385 | $1.63M | 0.13% | +124,385 | New |
| Fiera Capital Corp | 121,237 | $1.59M | 0.00% | −2,361−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 107,050 | $1.40M | 0.00% | −823−0.8% | Reduced |
| LPL Financial LLC | 97,420 | $1.28M | 0.00% | −4,212−4.1% | Reduced |
| FourThought Financial Partners, LLC | 94,457 | $1.24M | 0.17% | +7,990+9.2% | Added |
| Ameriprise Financial Inc | 83,939 | $1.10M | 0.00% | +4,645+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,665 | $887.0K | 0.00% | −5,850−8.0% | Reduced |
| Jefferies Financial Group Inc. | 65,675 | $861.0K | 0.02% | +65,675 | New |
| Raymond James & Associates | 61,081 | $800.8K | 0.00% | +13,712+28.9% | Added |
| GWM Advisors LLC | 59,050 | $768.5K | 0.01% | +1,151+2.0% | Added |
| Baird Financial Group, Inc. | 55,220 | $723.9K | 0.00% | +2,886+5.5% | Added |
| Greytown Advisors Inc. | 54,975 | $720.7K | 0.37% | 00.0% | Unchanged |
| Wealth Alliance | 46,671 | $611.9K | 0.10% | −1,474−3.1% | Reduced |
| Janney Montgomery Scott LLC | 45,615 | $598.0K | 0.00% | +2,060+4.7% | Added |
| Commonwealth Equity Services, LLC | 42,061 | $551.0K | 0.00% | −323−0.8% | Reduced |
| Virtus ETF Advisers LLC | 28,003 | $367.1K | 0.20% | −622−2.2% | Reduced |
| Cetera Investment Advisers | 27,309 | $358.0K | 0.00% | −300−1.1% | Reduced |
| Pointe Capital Management LLC | 24,815 | $325.3K | 0.24% | −15,010−37.7% | Reduced |
| Stifel Financial Corp | 21,857 | $286.5K | 0.00% | −896−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 19,480 | $255.0K | 0.00% | −489−2.4% | Reduced |
| Cetera Advisor Networks LLC | 18,025 | $236.3K | 0.00% | +1,525+9.2% | Added |
| ProVise Management Group, LLC | 17,115 | $224.4K | 0.02% | −700−3.9% | Reduced |
| Oxbow Advisors, LLC | 16,578 | $217.3K | 0.04% | −18,562−52.8% | Reduced |
| Atria Wealth Solutions, Inc. | 16,020 | $210.0K | 0.00% | +4,750+42.1% | Added |
| HighTower Advisors, LLC | 14,090 | $185.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 13,287 | $174.2K | 0.00% | +287+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 12,917 | $169.3K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 12,329 | $161.6K | 0.13% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 12,007 | $157.4K | 0.11% | +60.0% | Added |
| MML Investors Services, LLC | 11,669 | $153.0K | 0.00% | +421+3.7% | Added |
| Venture Visionary Partners LLC | 11,452 | $150.1K | 0.01% | +11,452 | New |
| Walleye Capital LLC | 10,935 | $143.4K | 0.00% | +10,935 | New |
| Raymond James Trust N.A. | 10,265 | $135.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,097 | $132.4K | 0.08% | −5,988−37.2% | Reduced |
| CWM, LLC | 9,950 | $130.0K | 0.00% | +9,950 | New |
| Steward Partners Investment Advisory, LLC | 5,827 | $76.4K | 0.00% | −3,232−35.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,474 | $58.6K | 0.01% | +4,474 | New |
| The PNC Financial Services Group, Inc. | 3,990 | $52.3K | 0.00% | +1,490+59.6% | Added |
| Optimum Investment Advisors | 3,700 | $48.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,352 | $30.8K | 0.00% | +237+11.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $26.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,708 | $25.4K | 0.00% | +24+1.4% | Added |
| Bartlett & Co. LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $21.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $18.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $16.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 760 | $9.96K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 666 | $8.73K | 0.00% | +666 | New |
| North Star Investment Management Corp. | 500 | $6.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.55K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.55K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 478 | $6.27K | 0.00% | +10+2.1% | Added |
| JPMorgan Chase & Co | 388 | $5.00K | 0.00% | +245+171.3% | Added |
| Hoey Investments, Inc | 171 | $2.24K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 151 | $1.97K | 0.00% | +4+2.7% | Added |
| Harbour Investments, Inc. | 120 | $1.57K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,792−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −16,886−100.0% | Sold out |
| Triad Investment Management | 0 | $0 | 0.00% | −11,527−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Capital Financial Services, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |