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 2024
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2024. 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
- 80
- −4 vs. Q4 2023
- Shares held
- 10.9M
- −441.7K (−3.9%) vs. Q4 2023
- Total value
- $153.0M
- −$5.77M (−3.6%) vs. Q4 2023
- New holders
- 9
- 24 more added
- Sold out
- 13
- 26 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,537,487 | $63.7M | 0.01% | +123,867+2.8% | Added |
| Wells Fargo & Company | 860,188 | $12.1M | 0.00% | −2,537−0.3% | Reduced |
| UBS Group AG | 577,292 | $8.10M | 0.00% | +6,652+1.2% | Added |
| Guggenheim Capital LLC | 536,588 | $7.53M | 0.05% | −66,247−11.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 427,010 | $5.99M | 2.06% | +14,917+3.6% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.22M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 286,683 | $4.02M | 0.00% | −87,915−23.5% | Reduced |
| Waterfront Wealth Inc. | 267,194 | $3.59M | 1.01% | −48,949−15.5% | Reduced |
| Bank of America Corp | 253,539 | $3.56M | 0.00% | −15,199−5.7% | Reduced |
| Royal Bank of Canada | 200,165 | $2.81M | 0.00% | −3,229−1.6% | Reduced |
| Capital Investment Advisors, LLC | 188,878 | $2.65M | 0.06% | −3,693−1.9% | Reduced |
| LPL Financial LLC | 182,853 | $2.57M | 0.00% | +46,434+34.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 181,341 | $2.54M | 0.00% | −1,335−0.7% | Reduced |
| Jefferies Financial Group Inc. | 179,623 | $2.52M | 0.05% | −8,610−4.6% | Reduced |
| Arete Wealth Advisors, LLC | 125,821 | $1.77M | 0.16% | −9,940−7.3% | Reduced |
| Principal Securities, Inc. | 125,036 | $1.75M | 0.05% | −175−0.1% | Reduced |
| GraniteShares Advisors LLC | 122,695 | $1.72M | 0.91% | +15,610+14.6% | Added |
| Fiera Capital Corp | 120,854 | $1.70M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 119,984 | $1.68M | 0.00% | +3,627+3.1% | Added |
| Advisor Group Holdings, Inc. | 97,711 | $1.37M | 0.00% | −9,167−8.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,213 | $1.29M | 0.00% | +11,918+14.8% | Added |
| Shaker Financial Services, LLC | 71,216 | $999.2K | 0.39% | −52,370−42.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 63,272 | $887.7K | 0.36% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 54,120 | $759.3K | 0.42% | +708+1.3% | Added |
| Wealth Alliance | 53,450 | $749.9K | 0.10% | −662−1.2% | Reduced |
| GWM Advisors LLC | 51,160 | $717.8K | 0.01% | −9,150−15.2% | Reduced |
| Jane Street Group, LLC | 50,838 | $713.3K | 0.00% | +50,838 | New |
| Janney Montgomery Scott LLC | 46,797 | $657.0K | 0.00% | +445+1.0% | Added |
| Cetera Investment Advisers | 46,614 | $654.0K | 0.00% | +26,771+134.9% | Added |
| Raymond James & Associates | 45,198 | $634.1K | 0.00% | +1,625+3.7% | Added |
| Greytown Advisors Inc. | 45,131 | $633.2K | 0.36% | −6,250−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 41,275 | $579.0K | 0.00% | +1,314+3.3% | Added |
| Virtus ETF Advisers LLC | 40,923 | $574.1K | 0.31% | +7,518+22.5% | Added |
| Comerica Bank | 34,650 | $486.1K | 0.00% | +687+2.0% | Added |
| NBC Securities, Inc. | 31,820 | $446.0K | 0.04% | −143−0.4% | Reduced |
| Pointe Capital Management LLC | 26,665 | $374.1K | 0.23% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 25,703 | $360.6K | 0.09% | −1,663−6.1% | Reduced |
| PFG Investments, LLC | 25,703 | $360.6K | 0.02% | +25,703 | New |
| Kestra Advisory Services, LLC | 24,320 | $341.2K | 0.00% | −972−3.8% | Reduced |
| US Bancorp | 19,900 | $279.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,606 | $275.1K | 0.00% | −1,303−6.2% | Reduced |
| LM Advisors LLC | 16,827 | $236.0K | 0.04% | −1,500−8.2% | Reduced |
| HRT Financial LP | 15,657 | $219.0K | 0.00% | +15,657 | New |
| Beacon Pointe Advisors, LLC | 15,395 | $216.0K | 0.00% | +332+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 14,980 | $210.2K | 0.09% | +492+3.4% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $208.4K | 0.12% | +2,149+16.9% | Added |
| ProVise Management Group, LLC | 14,608 | $204.9K | 0.02% | −800−5.2% | Reduced |
| Atria Wealth Solutions, Inc. | 14,200 | $199.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,900 | $195.0K | 0.00% | +106+0.8% | Added |
| Ameriprise Financial Inc | 12,598 | $181.2K | 0.00% | −2,040−13.9% | Reduced |
| MML Investors Services, LLC | 12,915 | $181.0K | 0.00% | +2,180+20.3% | Added |
| Envestnet Asset Management Inc | 12,634 | $177.3K | 0.00% | +2,602+25.9% | Added |
| Virtu Financial LLC | 11,753 | $165.0K | 0.01% | +11,753 | New |
| Venture Visionary Partners LLC | 11,574 | $162.4K | 0.01% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 10,631 | $149.1K | 0.07% | −65−0.6% | Reduced |
| Samalin Investment Counsel, LLC | 10,387 | $145.7K | 0.07% | +213+2.1% | Added |
| Raymond James Trust N.A. | 10,265 | $144.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,786 | $53.1K | 0.00% | +3,786 | New |
| The PNC Financial Services Group, Inc. | 3,539 | $49.6K | 0.00% | −451−11.3% | Reduced |
| Hollencrest Capital Management | 3,500 | $49.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $49.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,201 | $30.9K | 0.00% | +42+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $20.0K | 0.00% | −3,061−68.2% | Reduced |
| Montag A & Associates Inc | 1,410 | $19.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 958 | $13.4K | 0.00% | +958 | New |
| Missouri Trust & Investment Co | 918 | $12.9K | 0.00% | +918 | New |
| Raleigh Capital Management Inc. | 750 | $10.5K | 0.00% | +100+15.4% | Added |
| FMR LLC | 629 | $8.82K | 0.00% | +629 | New |
| FinTrust Capital Advisors, LLC | 535 | $7.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 524 | $7.36K | 0.00% | +11+2.1% | Added |
| North Star Investment Management Corp. | 500 | $7.01K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $7.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.01K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.40K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $1.68K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $374 | 0.00% | +27 | New |
| Clear Point Advisors Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −275,935−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −88,725−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −45,328−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −40,155−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,082−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,352−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |