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, Q3 2025
Institutional positions in BlackRock Ltd Duration Income Trust as of Sep 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
- 85
- +9 vs. Q2 2025
- Shares held
- 11.9M
- −71.0K (−0.6%) vs. Q2 2025
- Total value
- $165.1M
- −$4.85M (−2.9%) vs. Q2 2025
- New holders
- 16
- 30 more added
- Sold out
- 7
- 23 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,537,373 | $63.5M | 0.00% | −27,714−0.6% | Reduced |
| Wells Fargo & Company | 1,004,251 | $14.1M | 0.00% | −886−0.1% | Reduced |
| Guggenheim Capital LLC | 797,144 | $11.2M | 0.08% | −28,151−3.4% | Reduced |
| UBS Group AG | 649,166 | $9.09M | 0.00% | +52,821+8.9% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.21M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 337,441 | $4.72M | 0.00% | +9,217+2.8% | Added |
| Blue Zone Wealth Advisors, LLC | 333,188 | $4.66M | 0.93% | +23,730+7.7% | Added |
| Bank of America Corp | 301,090 | $4.22M | 0.00% | +21,747+7.8% | Added |
| Raymond James Financial Inc | 249,843 | $3.50M | 0.00% | +7,138+2.9% | Added |
| Venture Visionary Partners LLC | 242,262 | $3.39M | 0.12% | −297,602−55.1% | Reduced |
| GraniteShares Advisors LLC | 217,573 | $3.05M | 1.76% | +19,159+9.7% | Added |
| LPL Financial LLC | 165,378 | $2.32M | 0.00% | −1,529−0.9% | Reduced |
| Principal Securities, Inc. | 162,721 | $2.28M | 0.04% | −9,426−5.5% | Reduced |
| Royal Bank of Canada | 159,448 | $2.23M | 0.00% | +586+0.4% | Added |
| Envestnet Asset Management Inc | 152,970 | $2.14M | 0.00% | +7,560+5.2% | Added |
| Capital Investment Advisors, LLC | 148,010 | $2.07M | 0.03% | −6,059−3.9% | Reduced |
| NewEdge Wealth, LLC | 141,598 | $1.97M | 0.03% | +141,598 | New |
| Baird Financial Group, Inc. | 138,388 | $1.94M | 0.00% | +7,609+5.8% | Added |
| Jefferies Financial Group Inc. | 134,186 | $1.88M | 0.02% | −11,024−7.6% | Reduced |
| Ethos Financial Group, LLC | 132,650 | $1.86M | 0.15% | −4,547−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 126,888 | $1.80M | 0.00% | +12,763+11.2% | Added |
| Fiera Capital Corp | 118,973 | $1.67M | 0.01% | +6,541+5.8% | Added |
| NBC Securities, Inc. | 74,891 | $1.05M | 0.08% | +6,132+8.9% | Added |
| Fountainhead AM, LLC | 71,928 | $1.01M | 0.13% | +2,392+3.4% | Added |
| Cetera Investment Advisers | 68,066 | $952.9K | 0.00% | +323+0.5% | Added |
| Peregrine Asset Advisers, Inc. | 58,933 | $825.1K | 0.25% | −50−0.1% | Reduced |
| Verity Asset Management, Inc. | 55,681 | $779.5K | 0.25% | +1,243+2.3% | Added |
| Wealth Alliance | 55,482 | $776.7K | 0.08% | −219−0.4% | Reduced |
| Smith Asset Management Co., LLC | 53,491 | $748.9K | 0.64% | +1,028+2.0% | Added |
| Virtus Investment Advisers, Inc. | 50,906 | $712.7K | 0.20% | +2,454+5.1% | Added |
| GWM Advisors LLC | 46,905 | $656.7K | 0.00% | +1,145+2.5% | Added |
| Comerica Bank | 46,206 | $646.9K | 0.00% | −5,703−11.0% | Reduced |
| Janney Montgomery Scott LLC | 38,676 | $541.0K | 0.00% | +12,477+47.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,503 | $525.0K | 0.00% | −6,835−15.4% | Reduced |
| Ameriprise Financial Inc | 28,108 | $393.5K | 0.00% | +14,431+105.5% | Added |
| Orleans Capital Management Corp | 27,500 | $385.0K | 0.25% | −13,000−32.1% | Reduced |
| Shufro Rose & Co LLC | 25,900 | $366.2K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 25,765 | $360.7K | 0.18% | −800−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 25,472 | $356.6K | 0.00% | +4,277+20.2% | Added |
| Jackson Hole Capital Partners, LLC | 25,267 | $353.7K | 0.06% | +9,643+61.7% | Added |
| Kestra Advisory Services, LLC | 22,790 | $319.1K | 0.00% | −4,527−16.6% | Reduced |
| Consolidated Portfolio Review Corp | 21,764 | $304.7K | 0.04% | +174+0.8% | Added |
| Waterfront Wealth Inc. | 21,522 | $297.2K | 0.06% | −5,264−19.7% | Reduced |
| BTG Pactual Asset Management US LLC | 20,578 | $291.8K | 0.03% | −17,052−45.3% | Reduced |
| Cura Wealth Advisors, LLC | 17,208 | $240.9K | 0.09% | −78,030−81.9% | Reduced |
| MML Investors Services, LLC | 15,962 | $223.5K | 0.00% | +110+0.7% | Added |
| MAI Capital Management | 15,582 | $218.1K | 0.00% | +107+0.7% | Added |
| Annex Advisory Services, LLC | 15,407 | $215.7K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,171 | $212.5K | 0.00% | +407+2.8% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $207.9K | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,520 | $203.3K | 0.00% | +345+2.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,386 | $201.4K | 0.01% | +14,386 | New |
| IHT Wealth Management, LLC | 13,824 | $193.5K | 0.00% | +13,824 | New |
| ProVise Management Group, LLC | 13,818 | $193.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,532 | $189.0K | 0.00% | −25,403−65.2% | Reduced |
| Concurrent Investment Advisors, LLC | 12,862 | $180.1K | 0.00% | −5,080−28.3% | Reduced |
| Samalin Investment Counsel, LLC | 12,163 | $170.3K | 0.06% | +12,163 | New |
| Moloney Securities Asset Management, LLC | 11,000 | $154.0K | 0.02% | +11,000 | New |
| Readystate Asset Management LP | 10,715 | $150.0K | 0.01% | +10,715 | New |
| Papamarkou Wellner Asset Management inc. | 10,000 | $140.0K | 0.09% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,366 | $117.1K | 0.00% | +8,366 | New |
| Gridiron Partners, LLC | 128,005 | $83.7K | 0.05% | +128,005 | New |
| Hollencrest Capital Management | 3,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,490 | $34.9K | 0.00% | +51+2.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,479 | $34.7K | 0.01% | −500−16.8% | Reduced |
| CoreCap Advisors, LLC | 2,376 | $33.3K | 0.00% | +25+1.1% | Added |
| Wealthspire Advisors, LLC | 2,253 | $31.5K | 0.00% | +2,253 | New |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,626 | $22.8K | 0.00% | +1,626 | New |
| Bogart Wealth, LLC | 1,618 | $22.7K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $18.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,320 | $18.5K | 0.00% | +14+1.1% | Added |
| Ronald Blue Trust, Inc. | 1,309 | $18.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,244 | $17.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,000 | $14.0K | 0.00% | +1,000 | New |
| BNP Paribas Arbitrage, SA | 895 | $12.5K | 0.00% | +895 | New |
| Farther Finance Advisors, LLC | 848 | $11.9K | 0.00% | +848 | New |
| North Star Investment Management Corp. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 371 | $5.19K | 0.00% | −620−62.6% | Reduced |
| Highline Wealth Partners LLC | 300 | $4.20K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 190 | $2.66K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.39K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 59 | $830 | 0.00% | +59 | New |
| CWM, LLC | 27 | $0 | 0.00% | +27 | New |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −35,345−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,459−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −11,138−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −10,575−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |