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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 171 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.69K | 0.00% | 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 |
| Elequin Capital LP | 632 | $8.94K | 0.00% | +632 | New |
| Geneos Wealth Management Inc. | 991 | $14.0K | 0.00% | +991 | New |
| Missouri Trust & Investment Co | 1,204 | $17.0K | 0.01% | +28+2.4% | Added |
| Allworth Financial LP | 1,292 | $17.6K | 0.00% | +14+1.1% | Added |
| Ronald Blue Trust, Inc. | 1,309 | $18.5K | 0.00% | +31+2.4% | Added |
| Crews Bank & Trust | 1,350 | $19.1K | 0.00% | +1,350 | New |
| Montag A & Associates Inc | 1,410 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,389 | $33.8K | 0.00% | +49+2.1% | Added |
| The PNC Financial Services Group, Inc. | 2,792 | $39.5K | 0.00% | +66+2.4% | Added |
| CoreCap Advisors, LLC | 3,326 | $47.0K | 0.00% | −1,326−28.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,492 | $49.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $49.5K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 10,000 | $139.8K | 0.10% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,575 | $149.5K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,700 | $165.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,842 | $167.4K | 0.00% | +462+4.1% | Added |
| Samalin Investment Counsel, LLC | 11,863 | $167.8K | 0.07% | +255+2.2% | Added |
| Stifel Financial Corp | 12,459 | $176.2K | 0.00% | −3,523−22.0% | Reduced |
| ProVise Management Group, LLC | 13,818 | $195.4K | 0.02% | −475−3.3% | Reduced |
| Pathstone Holdings, LLC | 13,833 | $195.6K | 0.00% | +219+1.6% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $198.1K | 0.14% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,120 | $213.9K | 0.00% | +1,073+7.6% | Added |
| MAI Capital Management | 15,370 | $217.3K | 0.00% | +102+0.7% | Added |
| Annex Advisory Services, LLC | 15,407 | $217.9K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,578 | $220.3K | 0.01% | +94+0.6% | Added |
| MML Investors Services, LLC | 15,633 | $221.0K | 0.00% | +151+1.0% | Added |
| Ameriprise Financial Inc | 18,807 | $265.9K | 0.00% | +1,204+6.8% | Added |
| US Bancorp | 19,900 | $281.4K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 21,360 | $302.0K | 0.00% | +7,903+58.7% | Added |
| Shufro Rose & Co LLC | 25,900 | $366.2K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 26,565 | $375.6K | 0.22% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 26,736 | $378.0K | 0.00% | +8,068+43.2% | Added |
| Consolidated Portfolio Review Corp | 27,971 | $395.5K | 0.06% | +245+0.9% | Added |
| Waterfront Wealth Inc. | 30,887 | $436.7K | 0.11% | −7,659−19.9% | Reduced |
| Round Rock Advisors, LLC | 33,832 | $478.4K | 0.09% | +20,378+151.5% | Added |
| Commonwealth Equity Services, LLC | 36,127 | $511.0K | 0.00% | −609−1.7% | Reduced |
| BTG Pactual Asset Management US LLC | 37,630 | $532.1K | 0.07% | −5,400−12.5% | Reduced |
| Orleans Capital Management Corp | 40,500 | $572.7K | 0.34% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 44,806 | $634.0K | 0.00% | −992−2.2% | Reduced |
| GWM Advisors LLC | 46,460 | $656.9K | 0.00% | −100−0.2% | Reduced |
| Comerica Bank | 47,357 | $669.6K | 0.00% | +8,481+21.8% | Added |
| Smith Asset Management Co., LLC | 53,006 | $749.5K | 0.71% | +335+0.6% | Added |
| Wealth Alliance | 54,612 | $772.2K | 0.09% | −3,036−5.3% | Reduced |
| Verity Asset Management, Inc. | 54,677 | $773.1K | 0.31% | +479+0.9% | Added |
| Peregrine Asset Advisers, Inc. | 58,970 | $833.8K | 0.31% | +106+0.2% | Added |
| Cetera Investment Advisers | 59,774 | $845.2K | 0.00% | +1,463+2.5% | Added |
| NBC Securities, Inc. | 61,545 | $870.0K | 0.07% | +61,518+227,844.4% | Added |
| Virtus Investment Advisers, Inc. | 64,879 | $917.4K | 0.25% | +64,879 | New |
| Fountainhead AM, LLC | 68,727 | $971.8K | 0.16% | +31,265+83.5% | Added |
| Cura Wealth Advisors, LLC | 95,238 | $1.35M | 0.54% | −5,000−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 110,143 | $1.56M | 0.00% | +24,121+28.0% | Added |
| Fiera Capital Corp | 114,590 | $1.62M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 128,203 | $1.81M | 0.00% | +1,926+1.5% | Added |
| Envestnet Asset Management Inc | 140,460 | $1.99M | 0.00% | +12,212+9.5% | Added |
| Jefferies Financial Group Inc. | 146,068 | $2.07M | 0.04% | −36,725−20.1% | Reduced |
| LPL Financial LLC | 154,586 | $2.19M | 0.00% | +40,195+35.1% | Added |
| Ethos Financial Group, LLC | 158,183 | $2.24M | 0.21% | +158,183 | New |
| Capital Investment Advisors, LLC | 159,765 | $2.26M | 0.04% | −18,242−10.2% | Reduced |
| Royal Bank of Canada | 163,741 | $2.31M | 0.00% | −12,774−7.2% | Reduced |
| GraniteShares Advisors LLC | 186,017 | $2.63M | 1.68% | +11,270+6.4% | Added |
| Principal Securities, Inc. | 212,931 | $3.01M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Inc | 242,041 | $3.42M | 0.00% | −34,092−12.3% | Reduced |
| Bank of America Corp | 263,482 | $3.73M | 0.00% | +11,170+4.4% | Added |
| Blue Zone Wealth Advisors, LLC | 301,626 | $4.26M | 1.19% | +43,324+16.8% | Added |
| Invesco Ltd. | 329,756 | $4.66M | 0.00% | −13,048−3.8% | Reduced |
| Cohen & Steers, Inc. | 371,801 | $5.26M | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 469,432 | $6.64M | 0.28% | +457,859+3,956.3% | Added |
| UBS Group AG | 607,394 | $8.59M | 0.00% | +30,951+5.4% | Added |
| Guggenheim Capital LLC | 760,828 | $10.8M | 0.10% | +94,045+14.1% | Added |
| Wells Fargo & Company | 989,071 | $14.0M | 0.00% | +64,122+6.9% | Added |
| Morgan Stanley | 4,508,881 | $63.8M | 0.00% | −91,518−2.0% | Reduced |
| 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 |