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, Q4 2025
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 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
- 81
- −3 vs. Q3 2025
- Shares held
- 11.6M
- −257.4K (−2.2%) vs. Q3 2025
- Total value
- $160.0M
- −$4.92M (−3.0%) vs. Q3 2025
- New holders
- 11
- 28 more added
- Sold out
- 14
- 25 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,593,229 | $63.1M | 0.00% | +55,856+1.2% | Added |
| Wells Fargo & Company | 981,696 | $13.5M | 0.00% | −22,555−2.2% | Reduced |
| Guggenheim Capital LLC | 715,193 | $9.83M | 0.07% | −81,951−10.3% | Reduced |
| UBS Group AG | 697,442 | $9.58M | 0.00% | +48,276+7.4% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.11M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 318,678 | $4.38M | 0.00% | −18,763−5.6% | Reduced |
| Bank of America Corp | 308,204 | $4.23M | 0.00% | +7,114+2.4% | Added |
| Raymond James Financial Inc | 283,719 | $3.90M | 0.00% | +33,876+13.6% | Added |
| Blue Zone Wealth Advisors, LLC | 272,696 | $3.75M | 0.72% | −60,492−18.2% | Reduced |
| Venture Visionary Partners LLC | 267,792 | $3.68M | 0.12% | +25,530+10.5% | Added |
| Royal Bank of Canada | 175,971 | $2.42M | 0.00% | +16,523+10.4% | Added |
| LPL Financial LLC | 161,738 | $2.22M | 0.00% | −3,640−2.2% | Reduced |
| Principal Securities, Inc. | 158,067 | $2.17M | 0.03% | −4,654−2.9% | Reduced |
| Envestnet Asset Management Inc | 157,180 | $2.16M | 0.00% | +4,210+2.8% | Added |
| Fiera Capital Corp | 153,453 | $2.11M | 0.01% | +34,480+29.0% | Added |
| Capital Investment Advisors, LLC | 141,599 | $1.95M | 0.03% | −6,411−4.3% | Reduced |
| Baird Financial Group, Inc. | 138,730 | $1.91M | 0.00% | +342+0.2% | Added |
| Advisor Group Holdings, Inc. | 134,425 | $1.85M | 0.00% | +7,537+5.9% | Added |
| Jefferies Financial Group Inc. | 129,524 | $1.78M | 0.01% | −4,662−3.5% | Reduced |
| NewEdge Wealth, LLC | 124,574 | $1.71M | 0.02% | −17,024−12.0% | Reduced |
| Ethos Financial Group, LLC | 120,088 | $1.65M | 0.12% | −12,562−9.5% | Reduced |
| NBC Securities, Inc. | 78,990 | $1.09M | 0.08% | +4,099+5.5% | Added |
| Lido Advisors, LLC | 69,578 | $956.0K | 0.00% | +69,578 | New |
| Verity Asset Management, Inc. | 58,846 | $808.5K | 0.35% | +3,165+5.7% | Added |
| Peregrine Asset Advisers, Inc. | 58,520 | $804.1K | 0.23% | −413−0.7% | Reduced |
| Smith Asset Management Co., LLC | 54,494 | $748.7K | 0.62% | +1,003+1.9% | Added |
| Wealth Alliance | 51,858 | $712.5K | 0.07% | −3,624−6.5% | Reduced |
| Cetera Investment Advisers | 51,693 | $710.3K | 0.00% | −16,373−24.1% | Reduced |
| GWM Advisors LLC | 46,755 | $642.4K | 0.00% | −150−0.3% | Reduced |
| Comerica Bank | 42,679 | $586.4K | 0.00% | −3,527−7.6% | Reduced |
| Janney Montgomery Scott LLC | 40,845 | $561.0K | 0.00% | +2,169+5.6% | Added |
| Integrated Wealth Concepts LLC | 40,451 | $555.8K | 0.01% | +40,451 | New |
| Kestra Advisory Services, LLC | 37,915 | $520.9K | 0.00% | +15,125+66.4% | Added |
| Susquehanna International Group, LLP | 36,255 | $498.1K | 0.00% | +36,255 | New |
| Virtus Investment Advisers, Inc. | 35,876 | $492.9K | 0.13% | −15,030−29.5% | Reduced |
| Shufro Rose & Co LLC | 34,150 | $469.2K | 0.03% | +8,250+31.9% | Added |
| Rockefeller Capital Management L.P. | 32,704 | $449.4K | 0.00% | +24,338+290.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,145 | $414.0K | 0.00% | −7,358−19.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 27,688 | $380.4K | 0.07% | +2,421+9.6% | Added |
| Orleans Capital Management Corp | 27,300 | $375.1K | 0.23% | −200−0.7% | Reduced |
| Ameriprise Financial Inc | 27,102 | $372.4K | 0.00% | −1,006−3.6% | Reduced |
| Pointe Capital Management LLC | 25,765 | $354.0K | 0.18% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 24,634 | $338.5K | 0.00% | +24,634 | New |
| Jane Street Group, LLC | 24,350 | $334.6K | 0.00% | +24,350 | New |
| Beacon Pointe Advisors, LLC | 21,437 | $294.6K | 0.00% | −4,035−15.8% | Reduced |
| BTG Pactual Asset Management US LLC | 20,578 | $291.8K | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 20,295 | $279.6K | 0.05% | −1,227−5.7% | Reduced |
| IHT Wealth Management, LLC | 16,366 | $224.9K | 0.01% | +2,542+18.4% | Added |
| MML Investors Services, LLC | 16,269 | $223.5K | 0.00% | +307+1.9% | Added |
| MAI Capital Management | 15,693 | $215.6K | 0.00% | +111+0.7% | Added |
| Annex Advisory Services, LLC | 15,407 | $211.7K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,281 | $210.1K | 0.00% | +110+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,891 | $204.6K | 0.01% | +505+3.5% | Added |
| Pathstone Holdings, LLC | 14,875 | $204.4K | 0.00% | +355+2.4% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $204.1K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,039 | $179.2K | 0.00% | +177+1.4% | Added |
| Delta Financial Advisors LLC | 12,700 | $174.5K | 0.05% | +12,700 | New |
| ProVise Management Group, LLC | 12,668 | $174.1K | 0.01% | −1,150−8.3% | Reduced |
| Samalin Investment Counsel, LLC | 12,170 | $167.2K | 0.06% | +7+0.1% | Added |
| Walsh & Associates, LLC | 11,000 | $151.1K | 0.15% | +11,000 | New |
| Maimon Wealth Management Ltd. | 10,000 | $137.4K | 0.13% | +10,000 | New |
| Hollencrest Capital Management | 3,500 | $48.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,544 | $35.0K | 0.00% | +54+2.2% | Added |
| Allworth Financial LP | 2,146 | $29.5K | 0.00% | +826+62.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $21.0K | 0.00% | −100−6.2% | Reduced |
| Crews Bank & Trust | 1,350 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,309 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $17.9K | 0.00% | −1,076−45.3% | Reduced |
| Farther Finance Advisors, LLC | 848 | $11.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 714 | $9.81K | 0.00% | +714 | New |
| BNP Paribas Arbitrage, SA | 553 | $7.60K | 0.00% | −342−38.2% | Reduced |
| North Star Investment Management Corp. | 500 | $6.87K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $4.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.61K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.35K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 55 | $756 | 0.00% | +55 | New |
| Lloyd Advisory Services, LLC. | 1 | $8 | 0.00% | +1 | New |
| CWM, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −217,573−100.0% | Sold out |
| Fountainhead AM, LLC | 0 | $0 | 0.00% | −71,928−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −21,764−100.0% | Sold out |
| Cura Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,208−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −13,532−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,715−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −128,005−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |