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 2024
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 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
- 76
- +4 vs. Q3 2024
- Shares held
- 10.9M
- +655.2K (+6.4%) vs. Q3 2024
- Total value
- $154.3M
- +$5.70M (+3.8%) vs. Q3 2024
- New holders
- 8
- 29 more added
- Sold out
- 4
- 23 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,600,399 | $65.0M | 0.00% | −36,904−0.8% | Reduced |
| Wells Fargo & Company | 924,949 | $13.1M | 0.00% | +24,754+2.7% | Added |
| Guggenheim Capital LLC | 666,783 | $9.42M | 0.08% | +147,370+28.4% | Added |
| UBS Group AG | 576,443 | $8.15M | 0.00% | +22,708+4.1% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.25M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 342,804 | $4.84M | 0.00% | +32,200+10.4% | Added |
| Raymond James Financial Inc | 276,133 | $3.90M | 0.00% | +276,133 | New |
| Blue Zone Wealth Advisors, LLC | 258,302 | $3.65M | 1.05% | +260.0% | Added |
| Bank of America Corp | 252,312 | $3.57M | 0.00% | +2,494+1.0% | Added |
| Principal Securities, Inc. | 212,931 | $3.01M | 0.07% | −970−0.5% | Reduced |
| Jefferies Financial Group Inc. | 182,793 | $2.58M | 0.03% | +935+0.5% | Added |
| Capital Investment Advisors, LLC | 178,007 | $2.52M | 0.05% | −4,512−2.5% | Reduced |
| Royal Bank of Canada | 176,515 | $2.49M | 0.00% | −12,842−6.8% | Reduced |
| GraniteShares Advisors LLC | 174,747 | $2.47M | 1.56% | +7,373+4.4% | Added |
| Envestnet Asset Management Inc | 128,248 | $1.81M | 0.00% | +6,868+5.7% | Added |
| Baird Financial Group, Inc. | 126,277 | $1.78M | 0.00% | +10,182+8.8% | Added |
| Fiera Capital Corp | 114,590 | $1.62M | 0.01% | −1,939−1.7% | Reduced |
| LPL Financial LLC | 114,391 | $1.62M | 0.00% | +5,582+5.1% | Added |
| Cura Wealth Advisors, LLC | 100,238 | $1.42M | 0.63% | +100,238 | New |
| Advisor Group Holdings, Inc. | 86,022 | $1.22M | 0.00% | +18,972+28.3% | Added |
| Peregrine Asset Advisers, Inc. | 58,864 | $831.7K | 0.31% | −4,408−7.0% | Reduced |
| Cetera Investment Advisers | 58,311 | $823.9K | 0.00% | +6,536+12.6% | Added |
| Wealth Alliance | 57,648 | $814.6K | 0.10% | −2,020−3.4% | Reduced |
| Verity Asset Management, Inc. | 54,198 | $765.8K | 0.43% | −979−1.8% | Reduced |
| Smith Asset Management Co., LLC | 52,671 | $744.2K | 0.72% | +52,671 | New |
| Virtus ETF Advisers LLC | 51,320 | $725.2K | 0.30% | +8,094+18.7% | Added |
| GWM Advisors LLC | 46,560 | $657.9K | 0.00% | +70+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,798 | $647.0K | 0.00% | −10,387−18.5% | Reduced |
| BTG Pactual Asset Management US LLC | 43,030 | $615.3K | 0.08% | −281−0.6% | Reduced |
| Orleans Capital Management Corp | 40,500 | $578.7K | 0.32% | −1,000−2.4% | Reduced |
| Comerica Bank | 38,876 | $549.3K | 0.00% | +4,617+13.5% | Added |
| Waterfront Wealth Inc. | 38,546 | $544.7K | 0.13% | −13,460−25.9% | Reduced |
| Fountainhead AM, LLC | 37,462 | $529.3K | 0.10% | +37,462 | New |
| Commonwealth Equity Services, LLC | 36,736 | $519.0K | 0.00% | −3,496−8.7% | Reduced |
| Consolidated Portfolio Review Corp | 27,726 | $391.8K | 0.06% | +291+1.1% | Added |
| Pointe Capital Management LLC | 26,565 | $375.4K | 0.22% | −100−0.4% | Reduced |
| Shufro Rose & Co LLC | 25,900 | $366.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 19,900 | $281.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,668 | $264.0K | 0.00% | −2,155−10.3% | Reduced |
| Ameriprise Financial Inc | 17,603 | $248.7K | 0.00% | −1,402−7.4% | Reduced |
| Stifel Financial Corp | 15,982 | $225.8K | 0.00% | +362+2.3% | Added |
| MML Investors Services, LLC | 15,482 | $219.0K | 0.00% | +470+3.1% | Added |
| Concurrent Investment Advisors, LLC | 15,484 | $218.8K | 0.01% | +450+3.0% | Added |
| Annex Advisory Services, LLC | 15,407 | $217.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 15,268 | $215.7K | 0.00% | +15,268 | New |
| Fortitude Advisory Group L.L.C. | 14,853 | $209.9K | 0.13% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 14,293 | $202.0K | 0.02% | +550+4.0% | Added |
| Prospera Financial Services Inc | 14,047 | $198.6K | 0.00% | +1,749+14.2% | Added |
| Pathstone Holdings, LLC | 13,614 | $192.4K | 0.00% | +437+3.3% | Added |
| Beacon Pointe Advisors, LLC | 13,457 | $190.2K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 13,454 | $190.1K | 0.04% | +13,454 | New |
| Atria Wealth Solutions, Inc. | 11,700 | $165.3K | 0.00% | −2,500−17.6% | Reduced |
| Samalin Investment Counsel, LLC | 11,608 | $164.0K | 0.07% | +249+2.2% | Added |
| Venture Visionary Partners LLC | 11,573 | $163.5K | 0.01% | −10.0% | Reduced |
| Kestra Advisory Services, LLC | 11,380 | $160.8K | 0.00% | −3,738−24.7% | Reduced |
| WMG Financial Advisors, LLC | 10,575 | $149.4K | 0.06% | −3,000−22.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 10,000 | $141.3K | 0.10% | +10,000 | New |
| CoreCap Advisors, LLC | 4,652 | $65.7K | 0.00% | −1,484−24.2% | Reduced |
| Hollencrest Capital Management | 3,500 | $49.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $49.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,726 | $38.5K | 0.00% | +65+2.4% | Added |
| IFP Advisors, Inc | 2,340 | $33.1K | 0.00% | +48+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $19.9K | 0.00% | −585−29.3% | Reduced |
| Allworth Financial LP | 1,278 | $18.2K | 0.00% | +728+132.4% | Added |
| Ronald Blue Trust, Inc. | 1,278 | $18.1K | 0.00% | +59+4.8% | Added |
| Missouri Trust & Investment Co | 1,176 | $16.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.69K | 0.00% | +70+58.3% | Added |
| Hoey Investments, Inc | 171 | $2.42K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 142 | $2.01K | 0.00% | +142 | New |
| NBC Securities, Inc. | 27 | $391 | 0.04% | −28,564−99.9% | Reduced |
| LM Advisors LLC | 0 | $0 | 0.00% | −14,877−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |