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 |
|---|---|---|---|---|---|
| CWM, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $8 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 55 | $756 | 0.00% | +55 | New |
| Hoey Investments, Inc | 171 | $2.35K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $4.12K | 0.00% | 00.0% | Unchanged |
| 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 |
| BNP Paribas Arbitrage, SA | 553 | $7.60K | 0.00% | −342−38.2% | Reduced |
| Jones Financial Companies LLLP | 714 | $9.81K | 0.00% | +714 | New |
| Farther Finance Advisors, LLC | 848 | $11.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $17.9K | 0.00% | −1,076−45.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,309 | $18.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $18.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $21.0K | 0.00% | −100−6.2% | Reduced |
| Bogart Wealth, LLC | 1,618 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,146 | $29.5K | 0.00% | +826+62.6% | Added |
| IFP Advisors, Inc | 2,544 | $35.0K | 0.00% | +54+2.2% | Added |
| Hollencrest Capital Management | 3,500 | $48.1K | 0.00% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 10,000 | $137.4K | 0.13% | +10,000 | New |
| Walsh & Associates, LLC | 11,000 | $151.1K | 0.15% | +11,000 | New |
| Samalin Investment Counsel, LLC | 12,170 | $167.2K | 0.06% | +7+0.1% | Added |
| ProVise Management Group, LLC | 12,668 | $174.1K | 0.01% | −1,150−8.3% | Reduced |
| Delta Financial Advisors LLC | 12,700 | $174.5K | 0.05% | +12,700 | New |
| Concurrent Investment Advisors, LLC | 13,039 | $179.2K | 0.00% | +177+1.4% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $204.1K | 0.09% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,875 | $204.4K | 0.00% | +355+2.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,891 | $204.6K | 0.01% | +505+3.5% | Added |
| Prospera Financial Services Inc | 15,281 | $210.1K | 0.00% | +110+0.7% | Added |
| Annex Advisory Services, LLC | 15,407 | $211.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 15,693 | $215.6K | 0.00% | +111+0.7% | Added |
| MML Investors Services, LLC | 16,269 | $223.5K | 0.00% | +307+1.9% | Added |
| IHT Wealth Management, LLC | 16,366 | $224.9K | 0.01% | +2,542+18.4% | Added |
| Waterfront Wealth Inc. | 20,295 | $279.6K | 0.05% | −1,227−5.7% | Reduced |
| BTG Pactual Asset Management US LLC | 20,578 | $291.8K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 21,437 | $294.6K | 0.00% | −4,035−15.8% | Reduced |
| Jane Street Group, LLC | 24,350 | $334.6K | 0.00% | +24,350 | New |
| Wolverine Asset Management LLC | 24,634 | $338.5K | 0.00% | +24,634 | New |
| Pointe Capital Management LLC | 25,765 | $354.0K | 0.18% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,102 | $372.4K | 0.00% | −1,006−3.6% | Reduced |
| Orleans Capital Management Corp | 27,300 | $375.1K | 0.23% | −200−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 27,688 | $380.4K | 0.07% | +2,421+9.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,145 | $414.0K | 0.00% | −7,358−19.6% | Reduced |
| Rockefeller Capital Management L.P. | 32,704 | $449.4K | 0.00% | +24,338+290.9% | Added |
| Shufro Rose & Co LLC | 34,150 | $469.2K | 0.03% | +8,250+31.9% | Added |
| Virtus Investment Advisers, Inc. | 35,876 | $492.9K | 0.13% | −15,030−29.5% | Reduced |
| Susquehanna International Group, LLP | 36,255 | $498.1K | 0.00% | +36,255 | New |
| Kestra Advisory Services, LLC | 37,915 | $520.9K | 0.00% | +15,125+66.4% | Added |
| Integrated Wealth Concepts LLC | 40,451 | $555.8K | 0.01% | +40,451 | New |
| Janney Montgomery Scott LLC | 40,845 | $561.0K | 0.00% | +2,169+5.6% | Added |
| Comerica Bank | 42,679 | $586.4K | 0.00% | −3,527−7.6% | Reduced |
| GWM Advisors LLC | 46,755 | $642.4K | 0.00% | −150−0.3% | Reduced |
| Cetera Investment Advisers | 51,693 | $710.3K | 0.00% | −16,373−24.1% | Reduced |
| Wealth Alliance | 51,858 | $712.5K | 0.07% | −3,624−6.5% | Reduced |
| Smith Asset Management Co., LLC | 54,494 | $748.7K | 0.62% | +1,003+1.9% | Added |
| Peregrine Asset Advisers, Inc. | 58,520 | $804.1K | 0.23% | −413−0.7% | Reduced |
| Verity Asset Management, Inc. | 58,846 | $808.5K | 0.35% | +3,165+5.7% | Added |
| Lido Advisors, LLC | 69,578 | $956.0K | 0.00% | +69,578 | New |
| NBC Securities, Inc. | 78,990 | $1.09M | 0.08% | +4,099+5.5% | Added |
| Ethos Financial Group, LLC | 120,088 | $1.65M | 0.12% | −12,562−9.5% | Reduced |
| NewEdge Wealth, LLC | 124,574 | $1.71M | 0.02% | −17,024−12.0% | Reduced |
| Jefferies Financial Group Inc. | 129,524 | $1.78M | 0.01% | −4,662−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 134,425 | $1.85M | 0.00% | +7,537+5.9% | Added |
| Baird Financial Group, Inc. | 138,730 | $1.91M | 0.00% | +342+0.2% | Added |
| Capital Investment Advisors, LLC | 141,599 | $1.95M | 0.03% | −6,411−4.3% | Reduced |
| Fiera Capital Corp | 153,453 | $2.11M | 0.01% | +34,480+29.0% | Added |
| Envestnet Asset Management Inc | 157,180 | $2.16M | 0.00% | +4,210+2.8% | Added |
| Principal Securities, Inc. | 158,067 | $2.17M | 0.03% | −4,654−2.9% | Reduced |
| LPL Financial LLC | 161,738 | $2.22M | 0.00% | −3,640−2.2% | Reduced |
| Royal Bank of Canada | 175,971 | $2.42M | 0.00% | +16,523+10.4% | Added |
| Venture Visionary Partners LLC | 267,792 | $3.68M | 0.12% | +25,530+10.5% | Added |
| Blue Zone Wealth Advisors, LLC | 272,696 | $3.75M | 0.72% | −60,492−18.2% | Reduced |
| Raymond James Financial Inc | 283,719 | $3.90M | 0.00% | +33,876+13.6% | Added |
| Bank of America Corp | 308,204 | $4.23M | 0.00% | +7,114+2.4% | Added |
| Invesco Ltd. | 318,678 | $4.38M | 0.00% | −18,763−5.6% | Reduced |
| Cohen & Steers, Inc. | 371,801 | $5.11M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 697,442 | $9.58M | 0.00% | +48,276+7.4% | Added |
| Guggenheim Capital LLC | 715,193 | $9.83M | 0.07% | −81,951−10.3% | Reduced |
| Wells Fargo & Company | 981,696 | $13.5M | 0.00% | −22,555−2.2% | Reduced |
| Morgan Stanley | 4,593,229 | $63.1M | 0.00% | +55,856+1.2% | Added |
| 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 |