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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 2024

Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 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
79
−1 vs. Q1 2024
Shares held
10.8M
−96.8K (−0.9%) vs. Q1 2024
Total value
$151.1M
−$1.96M (−1.3%) vs. Q1 2024
New holders
7
24 more added
Sold out
8
27 more reduced

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 79 institutions
Q1 2021: 80 institutionsQ2 2021: 82 institutionsQ3 2021: 83 institutionsQ4 2021: 81 institutionsQ1 2022: 84 institutionsQ2 2022: 77 institutionsQ3 2022: 70 institutionsQ4 2022: 73 institutionsQ1 2023: 71 institutionsQ2 2023: 71 institutionsQ3 2023: 73 institutionsQ4 2023: 86 institutionsQ1 2024: 80 institutionsQ2 2024: 79 institutionsQ3 2024: 77 institutionsQ4 2024: 76 institutionsQ1 2025: 77 institutionsQ2 2025: 77 institutionsQ3 2025: 85 institutionsQ4 2025: 81 institutionsQ1 2026: 82 institutionsQ2 2026: 85 institutions
Value heldQ2 2024: $151.1M
Q1 2021: $173.2MQ2 2021: $170.2MQ3 2021: $168.3MQ4 2021: $164.8MQ1 2022: $143.1MQ2 2022: $129.9MQ3 2022: $124.8MQ4 2022: $135.6MQ1 2023: $138.1MQ2 2023: $140.9MQ3 2023: $144.3MQ4 2023: $158.9MQ1 2024: $153.0MQ2 2024: $151.1MQ3 2024: $152.3MQ4 2024: $154.3MQ1 2025: $166.7MQ2 2025: $170.0MQ3 2025: $165.1MQ4 2025: $160.0MQ1 2026: $138.5MQ2 2026: $145.9M
Institutions holding BLW and their total value by quarter
QuarterHoldersValue
Q2 202685$145.9M
Q1 202682$138.5M
Q4 202581$160.0M
Q3 202585$165.1M
Q2 202577$170.0M
Q1 202577$166.7M
Q4 202476$154.3M
Q3 202477$152.3M
Q2 202479$151.1M
Q1 202480$153.0M
Q4 202386$158.9M
Q3 202373$144.3M
Q2 202371$140.9M
Q1 202371$138.1M
Q4 202273$135.6M
Q3 202270$124.8M
Q2 202277$129.9M
Q1 202284$143.1M
Q4 202181$164.8M
Q3 202183$168.3M
Q2 202182$170.2M
Q1 202180$173.2M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2024.

Institutions holding BLW in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley4,676,406$65.3M0.01%+138,919+3.1%Added
Wells Fargo & Company864,518$12.1M0.00%+4,330+0.5%Added
UBS Group AG507,850$7.09M0.00%−69,442−12.0%Reduced
Guggenheim Capital LLC409,254$5.71M0.04%−127,334−23.7%Reduced
Cohen & Steers, Inc.371,801$5.19M0.01%00.0%Unchanged
Blue Zone Wealth Advisors, LLC325,373$4.54M1.57%−101,637−23.8%Reduced
LPL Financial LLC314,776$4.39M0.00%+131,923+72.1%Added
Invesco Ltd.288,149$4.02M0.00%+1,466+0.5%Added
Waterfront Wealth Inc.266,325$3.72M1.01%−869−0.3%Reduced
Bank of America Corp259,025$3.62M0.00%+5,486+2.2%Added
Royal Bank of Canada190,791$2.66M0.00%−9,374−4.7%Reduced
Raymond James Financial Services Advisors, Inc.185,659$2.59M0.00%+4,318+2.4%Added
Capital Investment Advisors, LLC185,576$2.59M0.06%−3,302−1.7%Reduced
Jefferies Financial Group Inc.181,368$2.53M0.05%+1,745+1.0%Added
GraniteShares Advisors LLC140,177$1.96M0.65%+17,482+14.2%Added
Baird Financial Group, Inc.135,859$1.90M0.00%+15,875+13.2%Added
Fiera Capital Corp120,854$1.69M0.01%00.0%Unchanged
Arete Wealth Advisors, LLC118,955$1.66M0.14%−6,866−5.5%Reduced
Principal Securities, Inc.109,513$1.53M0.04%−15,523−12.4%Reduced
Cambridge Investment Research Advisors, Inc.85,826$1.20M0.00%−6,387−6.9%Reduced
Peregrine Asset Advisers, Inc.63,272$883.3K0.35%00.0%Unchanged
Advisor Group Holdings, Inc.61,934$864.6K0.00%−35,777−36.6%Reduced
Virtus ETF Advisers LLC58,864$821.7K0.40%+17,941+43.8%Added
Verity Asset Management, Inc.55,177$770.3K0.30%+1,057+2.0%Added
Shaker Financial Services, LLC52,574$733.9K0.30%−18,642−26.2%Reduced
Wealth Alliance50,962$711.4K0.09%−2,488−4.7%Reduced
Cetera Investment Advisers50,315$702.4K0.00%+3,701+7.9%Added
GWM Advisors LLC50,190$700.6K0.01%−970−1.9%Reduced
Greytown Advisors Inc.43,311$604.6K0.35%−1,820−4.0%Reduced
Raymond James & Associates41,407$578.0K0.00%−3,791−8.4%Reduced
Commonwealth Equity Services, LLC40,352$563.0K0.00%−923−2.2%Reduced
Comerica Bank33,333$465.3K0.00%−1,317−3.8%Reduced
NBC Securities, Inc.31,542$440.0K0.04%−278−0.9%Reduced
Kestra Advisory Services, LLC29,774$415.6K0.00%+5,454+22.4%Added
Landscape Capital Management, L.L.C.28,325$395.4K0.03%+28,325New
Pointe Capital Management LLC26,665$372.2K0.23%00.0%Unchanged
Consolidated Portfolio Review Corp26,559$370.8K0.09%+856+3.3%Added
Shufro Rose & Co LLC25,900$361.6K0.03%+25,900New
Janney Montgomery Scott LLC25,248$352.0K0.00%−21,549−46.0%Reduced
US Bancorp19,900$277.8K0.00%00.0%Unchanged
Stifel Financial Corp18,380$256.6K0.00%−1,226−6.3%Reduced
Ameriprise Financial Inc18,305$255.5K0.00%+5,707+45.3%Added
Beacon Pointe Advisors, LLC15,395$214.9K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.15,073$210.4K0.09%+93+0.6%Added
Concurrent Investment Advisors, LLC15,066$210.3K0.01%+15,066New
LM Advisors LLC14,877$208.0K0.00%−1,950−11.6%Reduced
Fortitude Advisory Group L.L.C.14,853$207.4K0.12%00.0%Unchanged
Pathstone Holdings, LLC14,228$198.6K0.00%+328+2.4%Added
Atria Wealth Solutions, Inc.14,200$198.2K0.00%00.0%Unchanged
ProVise Management Group, LLC13,658$190.7K0.02%−950−6.5%Reduced
MML Investors Services, LLC13,148$184.0K0.00%+233+1.8%Added
Envestnet Asset Management Inc13,086$182.7K0.00%+452+3.6%Added
Venture Visionary Partners LLC11,572$161.6K0.01%−20.0%Reduced
Samalin Investment Counsel, LLC11,118$155.2K0.07%+731+7.0%Added
Altus Wealth Group LLC10,518$146.8K0.07%−113−1.1%Reduced
Prospera Financial Services Inc10,359$144.7K0.00%+10,359New
Raymond James Trust N.A.10,265$143.3K0.00%00.0%Unchanged
CoreCap Advisors, LLC6,136$85.7K0.01%+2,350+62.1%Added
Hollencrest Capital Management3,500$48.9K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.3,492$48.7K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group3,300$46.1K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.2,599$36.3K0.00%−940−26.6%Reduced
Luken Investment Analytics, LLC2,500$34.9K0.02%+2,500New
IFP Advisors, Inc2,246$31.4K0.00%+45+2.0%Added
Bartlett & Co. Wealth Management LLC1,900$26.5K0.00%00.0%Unchanged
Bogart Wealth, LLC1,618$22.6K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC1,600$22.3K0.00%+1,600New
Montag A & Associates Inc1,410$19.7K0.00%00.0%Unchanged
Missouri Trust & Investment Co939$13.1K0.00%+21+2.3%Added
Allworth Financial LP537$7.49K0.00%+13+2.5%Added
FinTrust Capital Advisors, LLC535$7.47K0.00%00.0%Unchanged
North Star Investment Management Corp.500$6.98K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC500$6.98K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC325$4.54K0.00%−1,100−77.2%Reduced
Northwestern Mutual Wealth Management Co315$4.40K0.00%+315New
Hoey Investments, Inc171$2.39K0.00%00.0%Unchanged
Harbour Investments, Inc.120$1.68K0.00%00.0%Unchanged
Gradient Investments LLC2$240.00%−25−92.6%Reduced
Clear Point Advisors Inc.0$70.00%0Unchanged
Jane Street Group, LLC0$00.00%−50,838−100.0%Sold out
PFG Investments, LLC0$00.00%−25,703−100.0%Sold out
HRT Financial LP0$00.00%−15,657−100.0%Sold out
Virtu Financial LLC0$00.00%−11,753−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−958−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−750−100.0%Sold out
FMR LLC0$00.00%−629−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−500−100.0%Sold out