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 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Sep 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
- 73
- +2 vs. Q2 2023
- Shares held
- 11.2M
- +275.4K (+2.5%) vs. Q2 2023
- Total value
- $144.3M
- +$3.37M (+2.4%) vs. Q2 2023
- New holders
- 8
- 24 more added
- Sold out
- 6
- 18 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,363,366 | $56.2M | 0.01% | +186,129+4.5% | Added |
| Wells Fargo & Company | 910,130 | $11.7M | 0.00% | +29,541+3.4% | Added |
| Guggenheim Capital LLC | 605,178 | $7.79M | 0.07% | +36,169+6.4% | Added |
| UBS Group AG | 593,538 | $7.64M | 0.00% | −24,127−3.9% | Reduced |
| Bramshill Investments, LLC | 540,988 | $6.97M | 0.81% | −167,997−23.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 399,876 | $5.15M | 2.26% | +23,256+6.2% | Added |
| Invesco Ltd. | 372,447 | $4.80M | 0.00% | +37,983+11.4% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.79M | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 318,209 | $3.96M | 1.30% | +20,898+7.0% | Added |
| Bank of America Corp | 266,445 | $3.43M | 0.00% | −7,780−2.8% | Reduced |
| Capital Investment Advisors, LLC | 222,986 | $2.87M | 0.08% | −3,424−1.5% | Reduced |
| Royal Bank of Canada | 209,569 | $2.70M | 0.00% | −3,575−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 204,261 | $2.63M | 0.00% | −6,839−3.2% | Reduced |
| Shaker Financial Services, LLC | 150,760 | $1.94M | 0.91% | +30,080+24.9% | Added |
| Advisor Group Holdings, Inc. | 141,906 | $1.83M | 0.00% | +36,836+35.1% | Added |
| Arete Wealth Advisors, LLC | 135,697 | $1.75M | 0.30% | +560.0% | Added |
| Fiera Capital Corp | 120,854 | $1.56M | 0.00% | −383−0.3% | Reduced |
| Jefferies Financial Group Inc. | 114,401 | $1.47M | 0.04% | +21,549+23.2% | Added |
| Baird Financial Group, Inc. | 111,302 | $1.43M | 0.00% | +57,417+106.6% | Added |
| LPL Financial LLC | 97,406 | $1.25M | 0.00% | −5,467−5.3% | Reduced |
| FourThought Financial Partners, LLC | 90,352 | $1.16M | 0.16% | −86−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 82,083 | $1.06M | 0.00% | +5,070+6.6% | Added |
| Peregrine Asset Advisers, Inc. | 64,147 | $826.2K | 0.43% | +64,147 | New |
| Greytown Advisors Inc. | 54,975 | $708.1K | 0.40% | 00.0% | Unchanged |
| Wealth Alliance | 54,820 | $706.1K | 0.11% | +3,620+7.1% | Added |
| GWM Advisors LLC | 46,660 | $601.0K | 0.01% | −13,364−22.3% | Reduced |
| Virtus ETF Advisers LLC | 46,066 | $593.3K | 0.36% | +22,158+92.7% | Added |
| Raymond James & Associates | 45,932 | $591.6K | 0.00% | −8,263−15.2% | Reduced |
| Janney Montgomery Scott LLC | 45,177 | $582.0K | 0.00% | −438−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 39,275 | $506.0K | 0.00% | −2,887−6.8% | Reduced |
| Cetera Advisor Networks LLC | 36,433 | $469.3K | 0.00% | +5,377+17.3% | Added |
| Comerica Bank | 36,206 | $466.3K | 0.00% | +36,206 | New |
| NBC Securities, Inc. | 33,989 | $437.0K | 0.05% | +33,989 | New |
| Pointe Capital Management LLC | 25,965 | $334.4K | 0.26% | +1,300+5.3% | Added |
| Stifel Financial Corp | 21,930 | $282.5K | 0.00% | +635+3.0% | Added |
| Cetera Investment Advisers | 20,451 | $263.4K | 0.00% | −6,396−23.8% | Reduced |
| ProVise Management Group, LLC | 17,115 | $220.4K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,333 | $210.4K | 0.00% | −68,038−80.6% | Reduced |
| Atria Wealth Solutions, Inc. | 16,020 | $206.3K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 15,063 | $194.0K | 0.00% | +15,063 | New |
| HighTower Advisors, LLC | 14,215 | $183.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 13,686 | $176.3K | 0.00% | +13,686 | New |
| Carmichael Hill & Associates, Inc. | 13,434 | $173.0K | 0.08% | +517+4.0% | Added |
| Fortitude Advisory Group L.L.C. | 12,704 | $163.6K | 0.11% | +375+3.0% | Added |
| Altus Wealth Group LLC | 11,992 | $154.5K | 0.10% | +24+0.2% | Added |
| MML Investors Services, LLC | 11,653 | $150.0K | 0.00% | −40−0.3% | Reduced |
| Venture Visionary Partners LLC | 11,572 | $149.1K | 0.01% | +60+0.5% | Added |
| Samalin Investment Counsel, LLC | 10,270 | $132.3K | 0.08% | +200+2.0% | Added |
| Raymond James Trust N.A. | 10,265 | $132.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $108.8K | 0.00% | – | – |
| CWM, LLC | 4,000 | $52.0K | 0.00% | −3,511−46.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,990 | $51.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $45.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $45.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $42.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,100 | $27.1K | 0.00% | +39+1.9% | 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% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $18.4K | 0.00% | −2,263−61.4% | Reduced |
| Montag A & Associates Inc | 1,410 | $18.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,389 | $17.9K | 0.00% | +1,389 | New |
| Optimum Investment Advisors | 1,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 760 | $9.79K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 535 | $6.89K | 0.00% | +535 | 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 | 496 | $6.39K | 0.00% | +7+1.4% | Added |
| Fortis Group Advisors, LLC | 250 | $3.22K | 0.00% | +250 | New |
| Hoey Investments, Inc | 171 | $2.20K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −33,023−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −19,492−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −17,533−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |