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 |
|---|---|---|---|---|---|
| CWM, LLC | 27 | $0 | 0.00% | +27 | New |
| Advisory Services Network, LLC | 59 | $830 | 0.00% | +59 | New |
| Hoey Investments, Inc | 171 | $2.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $4.20K | 0.00% | +300 | New |
| Geneos Wealth Management Inc. | 371 | $5.19K | 0.00% | −620−62.6% | Reduced |
| 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 |
| Farther Finance Advisors, LLC | 848 | $11.9K | 0.00% | +848 | New |
| BNP Paribas Arbitrage, SA | 895 | $12.5K | 0.00% | +895 | New |
| Parallel Advisors, LLC | 1,000 | $14.0K | 0.00% | +1,000 | New |
| Missouri Trust & Investment Co | 1,244 | $17.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,309 | $18.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,320 | $18.5K | 0.00% | +14+1.1% | Added |
| Crews Bank & Trust | 1,350 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,626 | $22.8K | 0.00% | +1,626 | New |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,253 | $31.5K | 0.00% | +2,253 | New |
| CoreCap Advisors, LLC | 2,376 | $33.3K | 0.00% | +25+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,479 | $34.7K | 0.01% | −500−16.8% | Reduced |
| IFP Advisors, Inc | 2,490 | $34.9K | 0.00% | +51+2.1% | Added |
| Hollencrest Capital Management | 3,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 128,005 | $83.7K | 0.05% | +128,005 | New |
| Rockefeller Capital Management L.P. | 8,366 | $117.1K | 0.00% | +8,366 | New |
| Papamarkou Wellner Asset Management inc. | 10,000 | $140.0K | 0.09% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,715 | $150.0K | 0.01% | +10,715 | New |
| Moloney Securities Asset Management, LLC | 11,000 | $154.0K | 0.02% | +11,000 | New |
| Samalin Investment Counsel, LLC | 12,163 | $170.3K | 0.06% | +12,163 | New |
| Concurrent Investment Advisors, LLC | 12,862 | $180.1K | 0.00% | −5,080−28.3% | Reduced |
| Commonwealth Equity Services, LLC | 13,532 | $189.0K | 0.00% | −25,403−65.2% | Reduced |
| ProVise Management Group, LLC | 13,818 | $193.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,824 | $193.5K | 0.00% | +13,824 | New |
| U.S. Capital Wealth Advisors, LLC | 14,386 | $201.4K | 0.01% | +14,386 | New |
| Pathstone Holdings, LLC | 14,520 | $203.3K | 0.00% | +345+2.4% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $207.9K | 0.11% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,171 | $212.5K | 0.00% | +407+2.8% | Added |
| Annex Advisory Services, LLC | 15,407 | $215.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 15,582 | $218.1K | 0.00% | +107+0.7% | Added |
| MML Investors Services, LLC | 15,962 | $223.5K | 0.00% | +110+0.7% | Added |
| Cura Wealth Advisors, LLC | 17,208 | $240.9K | 0.09% | −78,030−81.9% | Reduced |
| BTG Pactual Asset Management US LLC | 20,578 | $291.8K | 0.03% | −17,052−45.3% | Reduced |
| Waterfront Wealth Inc. | 21,522 | $297.2K | 0.06% | −5,264−19.7% | Reduced |
| Consolidated Portfolio Review Corp | 21,764 | $304.7K | 0.04% | +174+0.8% | Added |
| Kestra Advisory Services, LLC | 22,790 | $319.1K | 0.00% | −4,527−16.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 25,267 | $353.7K | 0.06% | +9,643+61.7% | Added |
| Beacon Pointe Advisors, LLC | 25,472 | $356.6K | 0.00% | +4,277+20.2% | Added |
| Pointe Capital Management LLC | 25,765 | $360.7K | 0.18% | −800−3.0% | Reduced |
| Shufro Rose & Co LLC | 25,900 | $366.2K | 0.03% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 27,500 | $385.0K | 0.25% | −13,000−32.1% | Reduced |
| Ameriprise Financial Inc | 28,108 | $393.5K | 0.00% | +14,431+105.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,503 | $525.0K | 0.00% | −6,835−15.4% | Reduced |
| Janney Montgomery Scott LLC | 38,676 | $541.0K | 0.00% | +12,477+47.6% | Added |
| Comerica Bank | 46,206 | $646.9K | 0.00% | −5,703−11.0% | Reduced |
| GWM Advisors LLC | 46,905 | $656.7K | 0.00% | +1,145+2.5% | Added |
| Virtus Investment Advisers, Inc. | 50,906 | $712.7K | 0.20% | +2,454+5.1% | Added |
| Smith Asset Management Co., LLC | 53,491 | $748.9K | 0.64% | +1,028+2.0% | Added |
| Wealth Alliance | 55,482 | $776.7K | 0.08% | −219−0.4% | Reduced |
| Verity Asset Management, Inc. | 55,681 | $779.5K | 0.25% | +1,243+2.3% | Added |
| Peregrine Asset Advisers, Inc. | 58,933 | $825.1K | 0.25% | −50−0.1% | Reduced |
| Cetera Investment Advisers | 68,066 | $952.9K | 0.00% | +323+0.5% | Added |
| Fountainhead AM, LLC | 71,928 | $1.01M | 0.13% | +2,392+3.4% | Added |
| NBC Securities, Inc. | 74,891 | $1.05M | 0.08% | +6,132+8.9% | Added |
| Fiera Capital Corp | 118,973 | $1.67M | 0.01% | +6,541+5.8% | Added |
| Advisor Group Holdings, Inc. | 126,888 | $1.80M | 0.00% | +12,763+11.2% | Added |
| Ethos Financial Group, LLC | 132,650 | $1.86M | 0.15% | −4,547−3.3% | Reduced |
| Jefferies Financial Group Inc. | 134,186 | $1.88M | 0.02% | −11,024−7.6% | Reduced |
| Baird Financial Group, Inc. | 138,388 | $1.94M | 0.00% | +7,609+5.8% | Added |
| NewEdge Wealth, LLC | 141,598 | $1.97M | 0.03% | +141,598 | New |
| Capital Investment Advisors, LLC | 148,010 | $2.07M | 0.03% | −6,059−3.9% | Reduced |
| Envestnet Asset Management Inc | 152,970 | $2.14M | 0.00% | +7,560+5.2% | Added |
| Royal Bank of Canada | 159,448 | $2.23M | 0.00% | +586+0.4% | Added |
| Principal Securities, Inc. | 162,721 | $2.28M | 0.04% | −9,426−5.5% | Reduced |
| LPL Financial LLC | 165,378 | $2.32M | 0.00% | −1,529−0.9% | Reduced |
| GraniteShares Advisors LLC | 217,573 | $3.05M | 1.76% | +19,159+9.7% | Added |
| Venture Visionary Partners LLC | 242,262 | $3.39M | 0.12% | −297,602−55.1% | Reduced |
| Raymond James Financial Inc | 249,843 | $3.50M | 0.00% | +7,138+2.9% | Added |
| Bank of America Corp | 301,090 | $4.22M | 0.00% | +21,747+7.8% | Added |
| Blue Zone Wealth Advisors, LLC | 333,188 | $4.66M | 0.93% | +23,730+7.7% | Added |
| Invesco Ltd. | 337,441 | $4.72M | 0.00% | +9,217+2.8% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.21M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 649,166 | $9.09M | 0.00% | +52,821+8.9% | Added |
| Guggenheim Capital LLC | 797,144 | $11.2M | 0.08% | −28,151−3.4% | Reduced |
| Wells Fargo & Company | 1,004,251 | $14.1M | 0.00% | −886−0.1% | Reduced |
| Morgan Stanley | 4,537,373 | $63.5M | 0.00% | −27,714−0.6% | Reduced |
| 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 |