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 2025
Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 12.0M
- +193.8K (+1.6%) vs. Q1 2025
- Total value
- $170.0M
- +$3.24M (+1.9%) vs. Q1 2025
- New holders
- 4
- 29 more added
- Sold out
- 4
- 20 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,565,087 | $64.7M | 0.00% | +56,206+1.2% | Added |
| Wells Fargo & Company | 1,005,137 | $14.3M | 0.00% | +16,066+1.6% | Added |
| Guggenheim Capital LLC | 825,295 | $11.7M | 0.09% | +64,467+8.5% | Added |
| UBS Group AG | 596,345 | $8.46M | 0.00% | −11,049−1.8% | Reduced |
| Venture Visionary Partners LLC | 539,864 | $7.66M | 0.29% | +70,432+15.0% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.27M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 328,224 | $4.65M | 0.00% | −1,532−0.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 309,458 | $4.39M | 1.10% | +7,832+2.6% | Added |
| Bank of America Corp | 279,343 | $3.96M | 0.00% | +15,861+6.0% | Added |
| Raymond James Financial Inc | 242,705 | $3.44M | 0.00% | +664+0.3% | Added |
| GraniteShares Advisors LLC | 198,414 | $2.81M | 1.73% | +12,397+6.7% | Added |
| Principal Securities, Inc. | 172,147 | $2.44M | 0.05% | −40,784−19.2% | Reduced |
| LPL Financial LLC | 166,907 | $2.37M | 0.00% | +12,321+8.0% | Added |
| Royal Bank of Canada | 158,862 | $2.25M | 0.00% | −4,879−3.0% | Reduced |
| Capital Investment Advisors, LLC | 154,069 | $2.18M | 0.04% | −5,696−3.6% | Reduced |
| Envestnet Asset Management Inc | 145,410 | $2.06M | 0.00% | +4,950+3.5% | Added |
| Jefferies Financial Group Inc. | 145,210 | $2.06M | 0.03% | −858−0.6% | Reduced |
| Ethos Financial Group, LLC | 137,197 | $1.95M | 0.17% | −20,986−13.3% | Reduced |
| Baird Financial Group, Inc. | 130,779 | $1.85M | 0.00% | +2,576+2.0% | Added |
| Advisor Group Holdings, Inc. | 114,125 | $1.62M | 0.00% | +3,982+3.6% | Added |
| Fiera Capital Corp | 112,432 | $1.59M | 0.01% | −2,158−1.9% | Reduced |
| Cura Wealth Advisors, LLC | 95,238 | $1.35M | 0.63% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 69,536 | $986.0K | 0.14% | +809+1.2% | Added |
| NBC Securities, Inc. | 68,759 | $975.0K | 0.08% | +7,214+11.7% | Added |
| Cetera Investment Advisers | 67,743 | $960.6K | 0.00% | +7,969+13.3% | Added |
| Peregrine Asset Advisers, Inc. | 58,983 | $836.4K | 0.26% | +130.0% | Added |
| Wealth Alliance | 55,701 | $789.8K | 0.09% | +1,089+2.0% | Added |
| Verity Asset Management, Inc. | 54,438 | $771.9K | 0.37% | −239−0.4% | Reduced |
| Smith Asset Management Co., LLC | 52,463 | $743.9K | 0.64% | −543−1.0% | Reduced |
| Comerica Bank | 51,909 | $736.1K | 0.00% | +4,552+9.6% | Added |
| Virtus Investment Advisers, Inc. | 48,452 | $687.0K | 0.23% | −16,427−25.3% | Reduced |
| GWM Advisors LLC | 45,760 | $648.9K | 0.00% | −700−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,338 | $629.0K | 0.00% | −468−1.0% | Reduced |
| Orleans Capital Management Corp | 40,500 | $574.3K | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,935 | $552.0K | 0.00% | +2,808+7.8% | Added |
| BTG Pactual Asset Management US LLC | 37,630 | $533.6K | 0.07% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 35,345 | $501.2K | 0.09% | +1,513+4.5% | Added |
| Kestra Advisory Services, LLC | 27,317 | $387.4K | 0.00% | +15,475+130.7% | Added |
| Waterfront Wealth Inc. | 26,786 | $379.8K | 0.09% | −4,101−13.3% | Reduced |
| Pointe Capital Management LLC | 26,565 | $376.7K | 0.20% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 26,199 | $372.0K | 0.00% | −537−2.0% | Reduced |
| Shufro Rose & Co LLC | 25,900 | $366.2K | 0.03% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 21,590 | $306.1K | 0.04% | −6,381−22.8% | Reduced |
| Beacon Pointe Advisors, LLC | 21,195 | $300.6K | 0.00% | −165−0.8% | Reduced |
| US Bancorp | 19,900 | $282.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,942 | $254.4K | 0.00% | +2,364+15.2% | Added |
| MML Investors Services, LLC | 15,852 | $225.0K | 0.00% | +219+1.4% | Added |
| Jackson Hole Capital Partners, LLC | 15,624 | $221.5K | 0.04% | +15,624 | New |
| MAI Capital Management | 15,475 | $219.4K | 0.00% | +105+0.7% | Added |
| Annex Advisory Services, LLC | 15,407 | $218.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 14,853 | $210.6K | 0.12% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,764 | $209.5K | 0.00% | −356−2.4% | Reduced |
| Pathstone Holdings, LLC | 14,175 | $201.0K | 0.00% | +342+2.5% | Added |
| ProVise Management Group, LLC | 13,818 | $195.9K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,677 | $193.9K | 0.00% | −5,130−27.3% | Reduced |
| Stifel Financial Corp | 12,459 | $176.7K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 11,138 | $157.9K | 0.01% | +11,138 | New |
| WMG Financial Advisors, LLC | 10,575 | $150.0K | 0.06% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 10,000 | $141.8K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $49.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.7K | 0.02% | +3,300 | New |
| Newbridge Financial Services Group, Inc. | 2,979 | $42.2K | 0.01% | +2,979 | New |
| The PNC Financial Services Group, Inc. | 2,860 | $40.6K | 0.00% | +68+2.4% | Added |
| IFP Advisors, Inc | 2,439 | $34.6K | 0.00% | +50+2.1% | Added |
| CoreCap Advisors, LLC | 2,351 | $33.3K | 0.00% | −975−29.3% | Reduced |
| 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 | $20.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,309 | $18.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,306 | $18.5K | 0.00% | +14+1.1% | Added |
| Missouri Trust & Investment Co | 1,244 | $17.6K | 0.01% | +40+3.3% | Added |
| Geneos Wealth Management Inc. | 991 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.09K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.09K | 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 |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −11,863−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −632−100.0% | Sold out |