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