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 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 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
- 86
- +14 vs. Q3 2023
- Shares held
- 11.4M
- +170.8K (+1.5%) vs. Q3 2023
- Total value
- $158.9M
- +$14.7M (+10.2%) vs. Q3 2023
- New holders
- 17
- 19 more added
- Sold out
- 3
- 29 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,413,620 | $61.7M | 0.01% | +50,254+1.2% | Added |
| Wells Fargo & Company | 862,725 | $12.1M | 0.00% | −47,405−5.2% | Reduced |
| Guggenheim Capital LLC | 602,835 | $8.43M | 0.06% | −2,343−0.4% | Reduced |
| UBS Group AG | 570,640 | $7.98M | 0.00% | −22,898−3.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 412,093 | $5.76M | 2.30% | +12,217+3.1% | Added |
| Invesco Ltd. | 374,598 | $5.24M | 0.00% | +2,151+0.6% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.20M | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 316,143 | $4.42M | 1.30% | −2,066−0.6% | Reduced |
| Bramshill Investments, LLC | 275,935 | $3.86M | 0.38% | −265,053−49.0% | Reduced |
| Bank of America Corp | 268,738 | $3.76M | 0.00% | +2,293+0.9% | Added |
| Royal Bank of Canada | 203,394 | $2.84M | 0.00% | −6,175−2.9% | Reduced |
| Capital Investment Advisors, LLC | 192,571 | $2.69M | 0.07% | −30,415−13.6% | Reduced |
| Jefferies Financial Group Inc. | 188,233 | $2.63M | 0.04% | +73,832+64.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 182,676 | $2.55M | 0.00% | −21,585−10.6% | Reduced |
| LPL Financial LLC | 136,419 | $1.91M | 0.00% | +39,013+40.1% | Added |
| Arete Wealth Advisors, LLC | 135,761 | $1.90M | 0.14% | +640.0% | Added |
| Principal Securities, Inc. | 125,211 | $1.75M | 0.07% | +125,211 | New |
| Shaker Financial Services, LLC | 123,586 | $1.73M | 0.71% | −27,174−18.0% | Reduced |
| Fiera Capital Corp | 120,854 | $1.69M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 116,357 | $1.63M | 0.00% | +5,055+4.5% | Added |
| GraniteShares Advisors LLC | 107,085 | $1.50M | 1.35% | +107,085 | New |
| Advisor Group Holdings, Inc. | 106,878 | $1.49M | 0.00% | −35,028−24.7% | Reduced |
| FourThought Financial Partners, LLC | 88,725 | $1.24M | 0.16% | −1,627−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,295 | $1.12M | 0.00% | −1,788−2.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 63,272 | $884.5K | 0.43% | −875−1.4% | Reduced |
| GWM Advisors LLC | 60,310 | $838.2K | 0.01% | +13,650+29.3% | Added |
| Wealth Alliance | 54,112 | $756.5K | 0.11% | −708−1.3% | Reduced |
| Verity Asset Management, Inc. | 53,412 | $746.7K | 0.48% | +53,412 | New |
| Greytown Advisors Inc. | 51,381 | $718.3K | 0.39% | −3,594−6.5% | Reduced |
| Janney Montgomery Scott LLC | 46,352 | $648.0K | 0.00% | +1,175+2.6% | Added |
| Landscape Capital Management, L.L.C. | 45,328 | $633.7K | 0.06% | +45,328 | New |
| Raymond James & Associates | 43,573 | $609.1K | 0.00% | −2,359−5.1% | Reduced |
| Cetera Advisor Networks LLC | 40,155 | $561.4K | 0.00% | +3,722+10.2% | Added |
| Commonwealth Equity Services, LLC | 39,961 | $559.0K | 0.00% | +686+1.7% | Added |
| Comerica Bank | 33,963 | $474.8K | 0.00% | −2,243−6.2% | Reduced |
| Virtus ETF Advisers LLC | 33,405 | $467.0K | 0.30% | −12,661−27.5% | Reduced |
| NBC Securities, Inc. | 31,963 | $446.0K | 0.04% | −2,026−6.0% | Reduced |
| Consolidated Portfolio Review Corp | 27,366 | $382.6K | 0.09% | +27,366 | New |
| Pointe Capital Management LLC | 26,665 | $372.8K | 0.26% | +700+2.7% | Added |
| Kestra Advisory Services, LLC | 25,292 | $353.6K | 0.00% | +25,292 | New |
| Stifel Financial Corp | 20,909 | $292.3K | 0.00% | −1,021−4.7% | Reduced |
| US Bancorp | 19,900 | $278.2K | 0.00% | +19,900 | New |
| Cetera Investment Advisers | 19,843 | $277.4K | 0.00% | −608−3.0% | Reduced |
| LM Advisors LLC | 18,327 | $256.2K | 0.05% | +18,327 | New |
| ProVise Management Group, LLC | 15,408 | $215.4K | 0.02% | −1,707−10.0% | Reduced |
| Nomura Holdings Inc | 15,082 | $210.8K | 0.00% | +15,082 | New |
| Beacon Pointe Advisors, LLC | 15,063 | $210.6K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,638 | $204.6K | 0.00% | −1,695−10.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 14,488 | $202.6K | 0.09% | +1,054+7.8% | Added |
| Atria Wealth Solutions, Inc. | 14,200 | $198.5K | 0.00% | −1,820−11.4% | Reduced |
| Pathstone Holdings, LLC | 13,794 | $192.8K | 0.00% | +13,794 | New |
| Fortitude Advisory Group L.L.C. | 12,704 | $177.6K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,574 | $161.8K | 0.01% | +20.0% | Added |
| MML Investors Services, LLC | 10,735 | $150.0K | 0.00% | −918−7.9% | Reduced |
| Altus Wealth Group LLC | 10,696 | $149.5K | 0.08% | −1,296−10.8% | Reduced |
| Raymond James Trust N.A. | 10,265 | $143.5K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,174 | $142.2K | 0.07% | −96−0.9% | Reduced |
| Envestnet Asset Management Inc | 10,032 | $140.2K | 0.00% | +10,032 | New |
| JPMorgan Chase & Co | 9,361 | $130.9K | 0.00% | +9,361 | New |
| Steward Partners Investment Advisory, LLC | 4,486 | $62.7K | 0.00% | +3,061+214.8% | Added |
| The PNC Financial Services Group, Inc. | 3,990 | $55.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $48.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $48.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,352 | $32.9K | 0.00% | +2,352 | New |
| Northwestern Mutual Wealth Management Co | 2,203 | $30.8K | 0.00% | +2,203 | New |
| IFP Advisors, Inc | 2,159 | $30.2K | 0.00% | +59+2.8% | Added |
| CWM, LLC | 2,000 | $28.0K | 0.00% | −2,000−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $19.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,016 | $14.2K | 0.00% | +1,016 | New |
| Optimum Investment Advisors | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 685 | $9.58K | 0.00% | +685 | New |
| Raleigh Capital Management Inc. | 650 | $9.09K | 0.00% | −110−14.5% | Reduced |
| FinTrust Capital Advisors, LLC | 535 | $7.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 513 | $7.17K | 0.00% | +17+3.4% | Added |
| North Star Investment Management Corp. | 500 | $6.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.99K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $6.99K | 0.00% | +250+100.0% | Added |
| Hoey Investments, Inc | 171 | $2.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $1.68K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 0 | $7 | 0.00% | 0 | New |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,215−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |