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 2025
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2025. 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
- 77
- +2 vs. Q4 2024
- Shares held
- 11.8M
- +874.2K (+8.0%) vs. Q4 2024
- Total value
- $166.7M
- +$12.4M (+8.1%) vs. Q4 2024
- New holders
- 5
- 35 more added
- Sold out
- 3
- 16 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,508,881 | $63.8M | 0.00% | −91,518−2.0% | Reduced |
| Wells Fargo & Company | 989,071 | $14.0M | 0.00% | +64,122+6.9% | Added |
| Guggenheim Capital LLC | 760,828 | $10.8M | 0.10% | +94,045+14.1% | Added |
| UBS Group AG | 607,394 | $8.59M | 0.00% | +30,951+5.4% | Added |
| Venture Visionary Partners LLC | 469,432 | $6.64M | 0.28% | +457,859+3,956.3% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.26M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 329,756 | $4.66M | 0.00% | −13,048−3.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 301,626 | $4.26M | 1.19% | +43,324+16.8% | Added |
| Bank of America Corp | 263,482 | $3.73M | 0.00% | +11,170+4.4% | Added |
| Raymond James Financial Inc | 242,041 | $3.42M | 0.00% | −34,092−12.3% | Reduced |
| Principal Securities, Inc. | 212,931 | $3.01M | 0.07% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 186,017 | $2.63M | 1.68% | +11,270+6.4% | Added |
| Royal Bank of Canada | 163,741 | $2.31M | 0.00% | −12,774−7.2% | Reduced |
| Capital Investment Advisors, LLC | 159,765 | $2.26M | 0.04% | −18,242−10.2% | Reduced |
| Ethos Financial Group, LLC | 158,183 | $2.24M | 0.21% | +158,183 | New |
| LPL Financial LLC | 154,586 | $2.19M | 0.00% | +40,195+35.1% | Added |
| Jefferies Financial Group Inc. | 146,068 | $2.07M | 0.04% | −36,725−20.1% | Reduced |
| Envestnet Asset Management Inc | 140,460 | $1.99M | 0.00% | +12,212+9.5% | Added |
| Baird Financial Group, Inc. | 128,203 | $1.81M | 0.00% | +1,926+1.5% | Added |
| Fiera Capital Corp | 114,590 | $1.62M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 110,143 | $1.56M | 0.00% | +24,121+28.0% | Added |
| Cura Wealth Advisors, LLC | 95,238 | $1.35M | 0.54% | −5,000−5.0% | Reduced |
| Fountainhead AM, LLC | 68,727 | $971.8K | 0.16% | +31,265+83.5% | Added |
| Virtus Investment Advisers, Inc. | 64,879 | $917.4K | 0.25% | +64,879 | New |
| NBC Securities, Inc. | 61,545 | $870.0K | 0.07% | +61,518+227,844.4% | Added |
| Cetera Investment Advisers | 59,774 | $845.2K | 0.00% | +1,463+2.5% | Added |
| Peregrine Asset Advisers, Inc. | 58,970 | $833.8K | 0.31% | +106+0.2% | Added |
| Verity Asset Management, Inc. | 54,677 | $773.1K | 0.31% | +479+0.9% | Added |
| Wealth Alliance | 54,612 | $772.2K | 0.09% | −3,036−5.3% | Reduced |
| Smith Asset Management Co., LLC | 53,006 | $749.5K | 0.71% | +335+0.6% | Added |
| Comerica Bank | 47,357 | $669.6K | 0.00% | +8,481+21.8% | Added |
| GWM Advisors LLC | 46,460 | $656.9K | 0.00% | −100−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,806 | $634.0K | 0.00% | −992−2.2% | Reduced |
| Orleans Capital Management Corp | 40,500 | $572.7K | 0.34% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 37,630 | $532.1K | 0.07% | −5,400−12.5% | Reduced |
| Commonwealth Equity Services, LLC | 36,127 | $511.0K | 0.00% | −609−1.7% | Reduced |
| Round Rock Advisors, LLC | 33,832 | $478.4K | 0.09% | +20,378+151.5% | Added |
| Waterfront Wealth Inc. | 30,887 | $436.7K | 0.11% | −7,659−19.9% | Reduced |
| Consolidated Portfolio Review Corp | 27,971 | $395.5K | 0.06% | +245+0.9% | Added |
| Janney Montgomery Scott LLC | 26,736 | $378.0K | 0.00% | +8,068+43.2% | Added |
| Pointe Capital Management LLC | 26,565 | $375.6K | 0.22% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 25,900 | $366.2K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 21,360 | $302.0K | 0.00% | +7,903+58.7% | Added |
| US Bancorp | 19,900 | $281.4K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 18,807 | $265.9K | 0.00% | +1,204+6.8% | Added |
| MML Investors Services, LLC | 15,633 | $221.0K | 0.00% | +151+1.0% | Added |
| Concurrent Investment Advisors, LLC | 15,578 | $220.3K | 0.01% | +94+0.6% | Added |
| Annex Advisory Services, LLC | 15,407 | $217.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 15,370 | $217.3K | 0.00% | +102+0.7% | Added |
| Prospera Financial Services Inc | 15,120 | $213.9K | 0.00% | +1,073+7.6% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $198.1K | 0.14% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,833 | $195.6K | 0.00% | +219+1.6% | Added |
| ProVise Management Group, LLC | 13,818 | $195.4K | 0.02% | −475−3.3% | Reduced |
| Stifel Financial Corp | 12,459 | $176.2K | 0.00% | −3,523−22.0% | Reduced |
| Samalin Investment Counsel, LLC | 11,863 | $167.8K | 0.07% | +255+2.2% | Added |
| Kestra Advisory Services, LLC | 11,842 | $167.4K | 0.00% | +462+4.1% | Added |
| Atria Wealth Solutions, Inc. | 11,700 | $165.4K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,575 | $149.5K | 0.06% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 10,000 | $139.8K | 0.10% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $49.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $49.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,326 | $47.0K | 0.00% | −1,326−28.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,792 | $39.5K | 0.00% | +66+2.4% | Added |
| IFP Advisors, Inc | 2,389 | $33.8K | 0.00% | +49+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.9K | 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% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $19.1K | 0.00% | +1,350 | New |
| Ronald Blue Trust, Inc. | 1,309 | $18.5K | 0.00% | +31+2.4% | Added |
| Allworth Financial LP | 1,292 | $17.6K | 0.00% | +14+1.1% | Added |
| Missouri Trust & Investment Co | 1,204 | $17.0K | 0.01% | +28+2.4% | Added |
| Geneos Wealth Management Inc. | 991 | $14.0K | 0.00% | +991 | New |
| Elequin Capital LP | 632 | $8.94K | 0.00% | +632 | New |
| 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% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.42K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −51,320−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |