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 |
|---|---|---|---|---|---|
| Clear Street Group Inc. | 1 | $13 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 59 | $746 | 0.00% | +59 | New |
| Hoey Investments, Inc | 171 | $2.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.39K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 260 | $3.27K | 0.00% | +260 | New |
| Highline Wealth Partners LLC | 300 | $3.78K | 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 |
| BNP Paribas Arbitrage, SA | 553 | $6.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 848 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,309 | $16.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $19.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,677 | $21.1K | 0.00% | +1,650+6,111.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,162 | $27.2K | 0.00% | +16+0.7% | Added |
| IFP Advisors, Inc | 2,602 | $32.8K | 0.00% | +58+2.3% | Added |
| Hollencrest Capital Management | 3,500 | $44.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,000 | $75.4K | 0.00% | +6,000 | New |
| Maimon Wealth Management Ltd. | 10,000 | $121.6K | 0.11% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $125.9K | 0.02% | +10,000 | New |
| Colony Group, LLC | 10,168 | $128.0K | 0.00% | +10,168 | New |
| Walsh & Associates, LLC | 11,000 | $138.5K | 0.14% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 12,318 | $155.1K | 0.01% | −350−2.8% | Reduced |
| Samalin Investment Counsel, LLC | 12,445 | $156.7K | 0.06% | +275+2.3% | Added |
| Concurrent Investment Advisors, LLC | 12,971 | $163.3K | 0.00% | −68−0.5% | Reduced |
| Fifth Third Bancorp | 14,056 | $177.0K | 0.00% | +14,056 | New |
| Fortitude Advisory Group L.L.C. | 14,853 | $187.0K | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,245 | $191.9K | 0.00% | +370+2.5% | Added |
| Annex Advisory Services, LLC | 15,407 | $194.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 15,813 | $199.1K | 0.00% | +120+0.8% | Added |
| Marin Bay Wealth Advisors, LLC | 16,200 | $204.0K | 0.12% | +16,200 | New |
| MML Investors Services, LLC | 16,836 | $212.0K | 0.00% | +567+3.5% | Added |
| Prospera Financial Services Inc | 16,936 | $213.3K | 0.00% | +1,655+10.8% | Added |
| Waterfront Wealth Inc. | 19,955 | $251.2K | 0.05% | −340−1.7% | Reduced |
| IHT Wealth Management, LLC | 20,411 | $257.0K | 0.01% | +4,045+24.7% | Added |
| Beacon Pointe Advisors, LLC | 21,437 | $269.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23,000 | $289.6K | 0.01% | +23,000 | New |
| Sit Investment Associates Inc | 25,000 | $315.0K | 0.01% | +25,000 | New |
| Pointe Capital Management LLC | 25,642 | $322.8K | 0.16% | −123−0.5% | Reduced |
| BTG Pactual Asset Management US LLC | 27,230 | $342.8K | 0.03% | +6,652+32.3% | Added |
| Orleans Capital Management Corp | 27,300 | $343.7K | 0.23% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,819 | $350.0K | 0.00% | −2,326−7.7% | Reduced |
| Virtus Investment Advisers, Inc. | 30,934 | $389.5K | 0.11% | −4,942−13.8% | Reduced |
| Jane Street Group, LLC | 31,629 | $398.2K | 0.00% | +7,279+29.9% | Added |
| Rockefeller Capital Management L.P. | 33,266 | $418.8K | 0.00% | +562+1.7% | Added |
| XTX Topco Ltd | 34,021 | $428.3K | 0.01% | +34,021 | New |
| Shufro Rose & Co LLC | 34,150 | $429.9K | 0.03% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 34,570 | $435.2K | 0.07% | +6,882+24.9% | Added |
| NBC Securities, Inc. | 35,788 | $450.6K | 0.03% | −43,202−54.7% | Reduced |
| Ameriprise Financial Inc | 40,191 | $506.0K | 0.00% | +13,089+48.3% | Added |
| GWM Advisors LLC | 41,629 | $524.1K | 0.00% | −5,126−11.0% | Reduced |
| Janney Montgomery Scott LLC | 41,695 | $525.0K | 0.00% | +850+2.1% | Added |
| Kestra Advisory Services, LLC | 48,367 | $608.9K | 0.00% | +10,452+27.6% | Added |
| Cetera Investment Advisers | 52,515 | $661.2K | 0.00% | +822+1.6% | Added |
| Wealth Alliance | 53,908 | $678.7K | 0.07% | +2,050+4.0% | Added |
| Smith Asset Management Co., LLC | 55,065 | $693.3K | 0.59% | +571+1.0% | Added |
| Peregrine Asset Advisers, Inc. | 58,520 | $736.8K | 0.20% | 00.0% | Unchanged |
| Lido Advisors, LLC | 70,045 | $881.9K | 0.00% | +467+0.7% | Added |
| Wolverine Asset Management LLC | 94,077 | $1.18M | 0.02% | +69,443+281.9% | Added |
| Shaker Financial Services, LLC | 112,763 | $1.42M | 0.49% | +112,763 | New |
| Capital Investment Advisors, LLC | 123,773 | $1.56M | 0.02% | −17,826−12.6% | Reduced |
| Jefferies Financial Group Inc. | 129,403 | $1.63M | 0.02% | −121−0.1% | Reduced |
| Ethos Financial Group, LLC | 120,088 | $1.65M | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 135,137 | $1.70M | 0.00% | +712+0.5% | Added |
| LPL Financial LLC | 136,131 | $1.71M | 0.00% | −25,607−15.8% | Reduced |
| Fiera Capital Corp | 146,436 | $1.84M | 0.01% | −7,017−4.6% | Reduced |
| Baird Financial Group, Inc. | 150,596 | $1.90M | 0.00% | +11,866+8.6% | Added |
| Principal Securities, Inc. | 157,680 | $1.99M | 0.03% | −387−0.2% | Reduced |
| Envestnet Asset Management Inc | 165,533 | $2.08M | 0.00% | +8,353+5.3% | Added |
| Blue Zone Wealth Advisors, LLC | 173,341 | $2.18M | 0.44% | −99,355−36.4% | Reduced |
| Royal Bank of Canada | 181,162 | $2.28M | 0.00% | +5,191+2.9% | Added |
| Bank of America Corp | 255,348 | $3.21M | 0.00% | −52,856−17.1% | Reduced |
| Venture Visionary Partners LLC | 300,917 | $3.79M | 0.13% | +33,125+12.4% | Added |
| Raymond James Financial Inc | 302,904 | $3.81M | 0.00% | +19,185+6.8% | Added |
| Invesco Ltd. | 325,899 | $4.10M | 0.00% | +7,221+2.3% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.68M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 628,518 | $7.91M | 0.06% | −86,675−12.1% | Reduced |
| UBS Group AG | 639,223 | $8.05M | 0.00% | −58,219−8.3% | Reduced |
| Wells Fargo & Company | 1,026,887 | $12.9M | 0.00% | +45,191+4.6% | Added |
| Morgan Stanley | 4,167,836 | $52.5M | 0.00% | −425,393−9.3% | Reduced |
| 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 |