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, Q1 2026
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2026. 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
- 82
- +2 vs. Q4 2025
- Shares held
- 11.0M
- −609.5K (−5.3%) vs. Q4 2025
- Total value
- $138.5M
- −$20.9M (−13.1%) vs. Q4 2025
- New holders
- 12
- 29 more added
- Sold out
- 10
- 18 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,167,836 | $52.5M | 0.00% | −425,393−9.3% | Reduced |
| Wells Fargo & Company | 1,026,887 | $12.9M | 0.00% | +45,191+4.6% | Added |
| UBS Group AG | 639,223 | $8.05M | 0.00% | −58,219−8.3% | Reduced |
| Guggenheim Capital LLC | 628,518 | $7.91M | 0.06% | −86,675−12.1% | Reduced |
| Cohen & Steers, Inc. | 371,801 | $4.68M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 325,899 | $4.10M | 0.00% | +7,221+2.3% | Added |
| Raymond James Financial Inc | 302,904 | $3.81M | 0.00% | +19,185+6.8% | Added |
| Venture Visionary Partners LLC | 300,917 | $3.79M | 0.13% | +33,125+12.4% | Added |
| Bank of America Corp | 255,348 | $3.21M | 0.00% | −52,856−17.1% | Reduced |
| Royal Bank of Canada | 181,162 | $2.28M | 0.00% | +5,191+2.9% | Added |
| Blue Zone Wealth Advisors, LLC | 173,341 | $2.18M | 0.44% | −99,355−36.4% | Reduced |
| Envestnet Asset Management Inc | 165,533 | $2.08M | 0.00% | +8,353+5.3% | Added |
| Principal Securities, Inc. | 157,680 | $1.99M | 0.03% | −387−0.2% | Reduced |
| Baird Financial Group, Inc. | 150,596 | $1.90M | 0.00% | +11,866+8.6% | Added |
| Fiera Capital Corp | 146,436 | $1.84M | 0.01% | −7,017−4.6% | Reduced |
| LPL Financial LLC | 136,131 | $1.71M | 0.00% | −25,607−15.8% | Reduced |
| Advisor Group Holdings, Inc. | 135,137 | $1.70M | 0.00% | +712+0.5% | Added |
| Ethos Financial Group, LLC | 120,088 | $1.65M | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 129,403 | $1.63M | 0.02% | −121−0.1% | Reduced |
| Capital Investment Advisors, LLC | 123,773 | $1.56M | 0.02% | −17,826−12.6% | Reduced |
| Shaker Financial Services, LLC | 112,763 | $1.42M | 0.49% | +112,763 | New |
| Wolverine Asset Management LLC | 94,077 | $1.18M | 0.02% | +69,443+281.9% | Added |
| Lido Advisors, LLC | 70,045 | $881.9K | 0.00% | +467+0.7% | Added |
| Peregrine Asset Advisers, Inc. | 58,520 | $736.8K | 0.20% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 55,065 | $693.3K | 0.59% | +571+1.0% | Added |
| Wealth Alliance | 53,908 | $678.7K | 0.07% | +2,050+4.0% | Added |
| Cetera Investment Advisers | 52,515 | $661.2K | 0.00% | +822+1.6% | Added |
| Kestra Advisory Services, LLC | 48,367 | $608.9K | 0.00% | +10,452+27.6% | Added |
| Janney Montgomery Scott LLC | 41,695 | $525.0K | 0.00% | +850+2.1% | Added |
| GWM Advisors LLC | 41,629 | $524.1K | 0.00% | −5,126−11.0% | Reduced |
| Ameriprise Financial Inc | 40,191 | $506.0K | 0.00% | +13,089+48.3% | Added |
| NBC Securities, Inc. | 35,788 | $450.6K | 0.03% | −43,202−54.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 34,570 | $435.2K | 0.07% | +6,882+24.9% | Added |
| Shufro Rose & Co LLC | 34,150 | $429.9K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 34,021 | $428.3K | 0.01% | +34,021 | New |
| Rockefeller Capital Management L.P. | 33,266 | $418.8K | 0.00% | +562+1.7% | Added |
| Jane Street Group, LLC | 31,629 | $398.2K | 0.00% | +7,279+29.9% | Added |
| Virtus Investment Advisers, Inc. | 30,934 | $389.5K | 0.11% | −4,942−13.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,819 | $350.0K | 0.00% | −2,326−7.7% | Reduced |
| Orleans Capital Management Corp | 27,300 | $343.7K | 0.23% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 27,230 | $342.8K | 0.03% | +6,652+32.3% | Added |
| Pointe Capital Management LLC | 25,642 | $322.8K | 0.16% | −123−0.5% | Reduced |
| Sit Investment Associates Inc | 25,000 | $315.0K | 0.01% | +25,000 | New |
| Central Trust Co | 23,000 | $289.6K | 0.01% | +23,000 | New |
| Beacon Pointe Advisors, LLC | 21,437 | $269.9K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 20,411 | $257.0K | 0.01% | +4,045+24.7% | Added |
| Waterfront Wealth Inc. | 19,955 | $251.2K | 0.05% | −340−1.7% | Reduced |
| Prospera Financial Services Inc | 16,936 | $213.3K | 0.00% | +1,655+10.8% | Added |
| MML Investors Services, LLC | 16,836 | $212.0K | 0.00% | +567+3.5% | Added |
| Marin Bay Wealth Advisors, LLC | 16,200 | $204.0K | 0.12% | +16,200 | New |
| MAI Capital Management | 15,813 | $199.1K | 0.00% | +120+0.8% | Added |
| Annex Advisory Services, LLC | 15,407 | $194.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,245 | $191.9K | 0.00% | +370+2.5% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $187.0K | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,056 | $177.0K | 0.00% | +14,056 | New |
| Concurrent Investment Advisors, LLC | 12,971 | $163.3K | 0.00% | −68−0.5% | Reduced |
| Samalin Investment Counsel, LLC | 12,445 | $156.7K | 0.06% | +275+2.3% | Added |
| ProVise Management Group, LLC | 12,318 | $155.1K | 0.01% | −350−2.8% | Reduced |
| Walsh & Associates, LLC | 11,000 | $138.5K | 0.14% | 00.0% | Unchanged |
| Colony Group, LLC | 10,168 | $128.0K | 0.00% | +10,168 | New |
| Shay Capital LLC | 10,000 | $125.9K | 0.02% | +10,000 | New |
| Maimon Wealth Management Ltd. | 10,000 | $121.6K | 0.11% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,000 | $75.4K | 0.00% | +6,000 | New |
| Hollencrest Capital Management | 3,500 | $44.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,602 | $32.8K | 0.00% | +58+2.3% | Added |
| Allworth Financial LP | 2,162 | $27.2K | 0.00% | +16+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,677 | $21.1K | 0.00% | +1,650+6,111.1% | Added |
| Bogart Wealth, LLC | 1,618 | $20.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $19.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,309 | $16.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 848 | $10.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 553 | $6.96K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.29K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.78K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 260 | $3.27K | 0.00% | +260 | New |
| Harbour Investments, Inc. | 190 | $2.39K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.15K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 59 | $746 | 0.00% | +59 | New |
| Clear Street Group Inc. | 1 | $13 | 0.00% | +1 | New |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −124,574−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −58,846−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −40,451−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −36,255−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,891−100.0% | Sold out |
| Delta Financial Advisors LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |