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 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 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. Q1 2023
- Shares held
- 10.9M
- +399.4K (+3.8%) vs. Q1 2023
- Total value
- $140.9M
- +$2.88M (+2.1%) vs. Q1 2023
- New holders
- 5
- 25 more added
- Sold out
- 5
- 20 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,177,237 | $53.8M | 0.01% | +29,427+0.7% | Added |
| Wells Fargo & Company | 880,589 | $11.3M | 0.00% | +123,732+16.3% | Added |
| Bramshill Investments, LLC | 708,985 | $9.13M | 0.83% | −2,554−0.4% | Reduced |
| UBS Group AG | 617,665 | $7.96M | 0.00% | −7,044−1.1% | Reduced |
| Guggenheim Capital LLC | 569,009 | $7.33M | 0.06% | +42,113+8.0% | Added |
| Blue Zone Wealth Advisors, LLC | 376,620 | $4.85M | 2.24% | +32,996+9.6% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.79M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 334,464 | $4.31M | 0.00% | −36,162−9.8% | Reduced |
| Waterfront Wealth Inc. | 297,311 | $3.87M | 1.15% | +7,356+2.5% | Added |
| Bank of America Corp | 274,225 | $3.53M | 0.00% | +38,650+16.4% | Added |
| Capital Investment Advisors, LLC | 226,410 | $2.92M | 0.09% | −4,604−2.0% | Reduced |
| Royal Bank of Canada | 213,144 | $2.75M | 0.00% | −5,925−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 211,100 | $2.72M | 0.00% | −6,365−2.9% | Reduced |
| Arete Wealth Advisors, LLC | 135,641 | $1.75M | 0.16% | +11,256+9.0% | Added |
| Fiera Capital Corp | 121,237 | $1.56M | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 120,680 | $1.55M | 0.68% | +120,680 | New |
| Advisor Group Holdings, Inc. | 105,070 | $1.35M | 0.00% | −1,980−1.8% | Reduced |
| LPL Financial LLC | 102,873 | $1.33M | 0.00% | +5,453+5.6% | Added |
| Jefferies Financial Group Inc. | 92,852 | $1.20M | 0.03% | +27,177+41.4% | Added |
| FourThought Financial Partners, LLC | 90,438 | $1.16M | 0.15% | −4,019−4.3% | Reduced |
| Ameriprise Financial Inc | 84,371 | $1.09M | 0.00% | +432+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,013 | $992.0K | 0.00% | +9,348+13.8% | Added |
| GWM Advisors LLC | 60,024 | $773.1K | 0.01% | +974+1.6% | Added |
| Greytown Advisors Inc. | 54,975 | $708.1K | 0.39% | 00.0% | Unchanged |
| Raymond James & Associates | 54,195 | $698.0K | 0.00% | −6,886−11.3% | Reduced |
| Baird Financial Group, Inc. | 53,885 | $694.0K | 0.00% | −1,335−2.4% | Reduced |
| Wealth Alliance | 51,200 | $659.5K | 0.10% | +4,529+9.7% | Added |
| Janney Montgomery Scott LLC | 45,615 | $588.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 42,162 | $543.0K | 0.00% | +101+0.2% | Added |
| Kestra Advisory Services, LLC | 33,023 | $425.3K | 0.00% | +33,023 | New |
| Cetera Advisor Networks LLC | 31,056 | $400.0K | 0.00% | +13,031+72.3% | Added |
| Cetera Investment Advisers | 26,847 | $345.8K | 0.00% | −462−1.7% | Reduced |
| Pointe Capital Management LLC | 24,665 | $317.7K | 0.24% | −150−0.6% | Reduced |
| Virtus ETF Advisers LLC | 23,908 | $307.9K | 0.18% | −4,095−14.6% | Reduced |
| Stifel Financial Corp | 21,295 | $274.3K | 0.00% | −562−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 19,492 | $251.1K | 0.00% | +12+0.1% | Added |
| Oxbow Advisors, LLC | 17,533 | $225.8K | 0.04% | +955+5.8% | Added |
| ProVise Management Group, LLC | 17,115 | $220.4K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,020 | $206.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,215 | $183.0K | 0.00% | +125+0.9% | Added |
| Veritable, L.P. | 13,486 | $173.7K | 0.00% | +199+1.5% | Added |
| Carmichael Hill & Associates, Inc. | 12,917 | $166.4K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 12,329 | $158.8K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 11,968 | $154.1K | 0.09% | −39−0.3% | Reduced |
| MML Investors Services, LLC | 11,693 | $151.0K | 0.00% | +24+0.2% | Added |
| Venture Visionary Partners LLC | 11,512 | $148.3K | 0.01% | +60+0.5% | Added |
| Raymond James Trust N.A. | 10,265 | $132.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,070 | $129.7K | 0.07% | −27−0.3% | Reduced |
| Huntington National Bank | – | $108.8K | 0.00% | – | New |
| CWM, LLC | 7,511 | $97.0K | 0.00% | −2,439−24.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,990 | $51.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,688 | $47.5K | 0.00% | −2,139−36.7% | Reduced |
| Hollencrest Capital Management | 3,500 | $45.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $45.0K | 0.00% | +3,492 | New |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $42.5K | 0.02% | +1,300+65.0% | Added |
| IFP Advisors, Inc | 2,061 | $30.7K | 0.00% | +353+20.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,500 | $19.3K | 0.00% | −2,974−66.5% | Reduced |
| Montag A & Associates Inc | 1,410 | $18.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $12.9K | 0.01% | −2,700−73.0% | Reduced |
| Raleigh Capital Management Inc. | 760 | $9.79K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 615 | $7.92K | 0.00% | +615 | New |
| North Star Investment Management Corp. | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 489 | $6.30K | 0.00% | +11+2.3% | Added |
| Hoey Investments, Inc | 171 | $2.20K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 154 | $1.98K | 0.00% | +3+2.0% | Added |
| Harbour Investments, Inc. | 120 | $1.55K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,935−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,352−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −388−100.0% | Sold out |