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