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, Q2 2026
Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 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
- 85
- +5 vs. Q1 2026
- Shares held
- 11.7M
- +721.2K (+6.6%) vs. Q1 2026
- Total value
- $145.9M
- +$7.82M (+5.7%) vs. Q1 2026
- New holders
- 13
- 29 more added
- Sold out
- 8
- 25 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 98 | $1.22K | 0.00% | +98 | New |
| Hoey Investments, Inc | 171 | $2.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.37K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 225 | $2.81K | 0.00% | +225 | New |
| Highline Wealth Partners LLC | 300 | $3.75K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $8.11K | 0.00% | +649 | New |
| Farther Finance Advisors, LLC | 848 | $10.6K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,000 | $12.5K | 0.01% | +1,000 | New |
| BNP Paribas Arbitrage, SA | 1,229 | $15.3K | 0.00% | +676+122.2% | Added |
| Ronald Blue Trust, Inc. | 1,309 | $16.4K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,350 | $16.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $23.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,179 | $27.2K | 0.00% | +17+0.8% | Added |
| IFP Advisors, Inc | 2,664 | $33.3K | 0.00% | +62+2.4% | Added |
| Hollencrest Capital Management | 3,500 | $43.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8,000 | $99.9K | 0.01% | +2,000+33.3% | Added |
| Maimon Wealth Management Ltd. | 10,000 | $124.9K | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,460 | $130.6K | 0.00% | −9,951−48.8% | Reduced |
| StoneX Group Inc. | 10,498 | $131.3K | 0.01% | +10,498 | New |
| Fifth Third Bancorp | 11,902 | $148.7K | 0.00% | −2,154−15.3% | Reduced |
| Jane Street Group, LLC | 12,120 | $151.4K | 0.00% | −19,509−61.7% | Reduced |
| ProVise Management Group, LLC | 12,238 | $152.9K | 0.01% | −80−0.6% | Reduced |
| Samalin Investment Counsel, LLC | 12,742 | $159.1K | 0.05% | +297+2.4% | Added |
| Concurrent Investment Advisors, LLC | 13,251 | $165.5K | 0.00% | +280+2.2% | Added |
| XTX Topco Ltd | 14,747 | $184.2K | 0.00% | −19,274−56.7% | Reduced |
| Pathstone Holdings, LLC | 15,656 | $195.5K | 0.00% | +411+2.7% | Added |
| Fortitude Advisory Group L.L.C. | 16,477 | $205.8K | 0.08% | +1,624+10.9% | Added |
| Marin Bay Wealth Advisors, LLC | 16,599 | $207.3K | 0.11% | +399+2.5% | Added |
| MML Investors Services, LLC | 17,034 | $212.8K | 0.00% | +198+1.2% | Added |
| Prospera Financial Services Inc | 17,489 | $218.6K | 0.00% | +553+3.3% | Added |
| Beacon Pointe Advisors, LLC | 18,257 | $228.0K | 0.00% | −3,180−14.8% | Reduced |
| MAI Capital Management | 18,393 | $229.7K | 0.00% | +2,580+16.3% | Added |
| Pointe Capital Management LLC | 19,063 | $238.1K | 0.11% | −6,579−25.7% | Reduced |
| Nomura Holdings Inc | 19,100 | $238.6K | 0.00% | +19,100 | New |
| Marex Group plc | 20,328 | $253.9K | 0.00% | +20,328 | New |
| IMC-Chicago, LLC | 23,715 | $296.2K | 0.00% | +23,715 | New |
| Almitas Capital LLC | 23,822 | $297.5K | 0.07% | +23,822 | New |
| Cambridge Investment Research Advisors, Inc. | 26,017 | $325.0K | 0.00% | −1,802−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 26,459 | $330.5K | 0.00% | +26,459 | New |
| BTG Pactual Asset Management US LLC | 27,230 | $340.1K | 0.03% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 27,300 | $341.0K | 0.18% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 28,365 | $354.3K | 0.08% | −2,569−8.3% | Reduced |
| Ameriprise Financial Inc | 31,296 | $390.9K | 0.00% | −8,895−22.1% | Reduced |
| Rockefeller Capital Management L.P. | 32,600 | $407.2K | 0.00% | −666−2.0% | Reduced |
| Shufro Rose & Co LLC | 34,150 | $426.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 41,027 | $512.4K | 0.03% | +5,239+14.6% | Added |
| GWM Advisors LLC | 41,629 | $519.9K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 51,402 | $642.0K | 0.03% | +51,402 | New |
| Smith Asset Management Co., LLC | 53,354 | $666.4K | 0.52% | −1,711−3.1% | Reduced |
| Janney Montgomery Scott LLC | 53,411 | $667.0K | 0.00% | +11,716+28.1% | Added |
| Wealth Alliance | 54,647 | $682.5K | 0.06% | +739+1.4% | Added |
| Peregrine Asset Advisers, Inc. | 57,520 | $718.4K | 0.16% | −1,000−1.7% | Reduced |
| Cetera Investment Advisers | 60,424 | $754.7K | 0.00% | +7,909+15.1% | Added |
| Gridiron Partners, LLC | 62,941 | $786.1K | 0.41% | +62,941 | New |
| Kestra Advisory Services, LLC | 67,456 | $842.5K | 0.00% | +19,089+39.5% | Added |
| Lido Advisors, LLC | 98,519 | $1.23M | 0.00% | +28,474+40.7% | Added |
| Advisor Group Holdings, Inc. | 104,390 | $1.30M | 0.00% | −30,747−22.8% | Reduced |
| Ethos Financial Group, LLC | 111,237 | $1.39M | 0.09% | −8,851−7.4% | Reduced |
| Capital Investment Advisors, LLC | 120,910 | $1.51M | 0.02% | −2,863−2.3% | Reduced |
| Jefferies Financial Group Inc. | 129,856 | $1.62M | 0.01% | +453+0.4% | Added |
| Baird Financial Group, Inc. | 138,427 | $1.73M | 0.00% | −12,169−8.1% | Reduced |
| Landscape Capital Management, L.L.C. | 147,340 | $1.84M | 0.12% | +147,340 | New |
| Fiera Capital Corp | 151,570 | $1.89M | 0.01% | +5,134+3.5% | Added |
| Wolverine Asset Management LLC | 156,211 | $1.95M | 0.03% | +62,134+66.0% | Added |
| Waterfront Wealth Inc. | 156,398 | $1.99M | 0.31% | +136,443+683.8% | Added |
| Blue Zone Wealth Advisors, LLC | 162,935 | $2.04M | 0.36% | −10,406−6.0% | Reduced |
| LPL Financial LLC | 171,532 | $2.14M | 0.00% | +35,401+26.0% | Added |
| Bank of America Corp | 178,861 | $2.23M | 0.00% | −76,487−30.0% | Reduced |
| Principal Securities, Inc. | 182,218 | $2.28M | 0.03% | +24,538+15.6% | Added |
| Royal Bank of Canada | 191,191 | $2.39M | 0.00% | +10,029+5.5% | Added |
| Envestnet Asset Management Inc | 204,454 | $2.55M | 0.00% | +38,921+23.5% | Added |
| Venture Visionary Partners LLC | 279,335 | $3.49M | 0.10% | −21,582−7.2% | Reduced |
| Raymond James Financial Inc | 284,146 | $3.55M | 0.00% | −18,758−6.2% | Reduced |
| Sit Investment Associates Inc | 289,494 | $3.62M | 0.07% | +264,494+1,058.0% | Added |
| Shaker Financial Services, LLC | 301,450 | $3.77M | 1.18% | +188,687+167.3% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.64M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 384,488 | $4.80M | 0.00% | +58,589+18.0% | Added |
| Guggenheim Capital LLC | 520,486 | $6.50M | 0.04% | −108,032−17.2% | Reduced |
| UBS Group AG | 606,131 | $7.57M | 0.00% | −33,092−5.2% | Reduced |
| Wells Fargo & Company | 1,007,843 | $12.6M | 0.00% | −19,044−1.9% | Reduced |
| Morgan Stanley | 4,083,624 | $51.0M | 0.00% | −84,212−2.0% | Reduced |
| Central Trust Co | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −15,407−100.0% | Sold out |
| Walsh & Associates, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −10,168−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |