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Eaton Vance Ltd Duration Income Fund

EVV
Exchange
NYSE
SEC CIK
0001222922

No open-market purchases or sales by Eaton Vance Ltd Duration Income Fund insiders were filed in the last 90 days; 143 institutions reported holding it in 13F filings for Q2 2026, worth $398.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2021. 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
146
No complete 13F data for Q4 2020
Shares held
45.5M
No complete 13F data for Q4 2020
Total value
$575.1M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EVV 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.

Institutional holdersQ1 2021: 146 institutions
Q1 2021: 146 institutionsQ2 2021: 150 institutionsQ3 2021: 147 institutionsQ4 2021: 160 institutionsQ1 2022: 155 institutionsQ2 2022: 151 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 154 institutionsQ2 2023: 156 institutionsQ3 2023: 155 institutionsQ4 2023: 165 institutionsQ1 2024: 151 institutionsQ2 2024: 144 institutionsQ3 2024: 144 institutionsQ4 2024: 166 institutionsQ1 2025: 151 institutionsQ2 2025: 146 institutionsQ3 2025: 141 institutionsQ4 2025: 145 institutionsQ1 2026: 135 institutionsQ2 2026: 143 institutions
Value heldQ1 2021: $575.1M
Q1 2021: $575.1MQ2 2021: $528.4MQ3 2021: $447.1MQ4 2021: $429.4MQ1 2022: $372.1MQ2 2022: $333.6MQ3 2022: $293.9MQ4 2022: $302.9MQ1 2023: $305.6MQ2 2023: $303.7MQ3 2023: $311.2MQ4 2023: $349.5MQ1 2024: $362.6MQ2 2024: $358.6MQ3 2024: $371.1MQ4 2024: $358.7MQ1 2025: $371.9MQ2 2025: $389.8MQ3 2025: $392.7MQ4 2025: $388.4MQ1 2026: $382.9MQ2 2026: $398.9M
Institutions holding EVV and their total value by quarter
QuarterHoldersValue
Q2 2026143$398.9M
Q1 2026135$382.9M
Q4 2025145$388.4M
Q3 2025141$392.7M
Q2 2025146$389.8M
Q1 2025151$371.9M
Q4 2024166$358.7M
Q3 2024144$371.1M
Q2 2024144$358.6M
Q1 2024151$362.6M
Q4 2023165$349.5M
Q3 2023155$311.2M
Q2 2023156$303.7M
Q1 2023154$305.6M
Q4 2022167$302.9M
Q3 2022149$293.9M
Q2 2022151$333.6M
Q1 2022155$372.1M
Q4 2021160$429.4M
Q3 2021147$447.1M
Q2 2021150$528.4M
Q1 2021146$575.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)5$00.00%––
Carmichael Hill & Associates, Inc.17$00.00%––
Sittner & Nelson, LLC20$00.00%––
CWM, LLC55$1.00K0.00%––
Focused Wealth Management, Inc112$1.00K0.00%––
Bartlett & Co. LLC255$3.00K0.00%––
Bartlett & Co. Wealth Management LLC255$3.22K0.00%––
Manchester Financial Inc300$4.00K0.00%––
Panagora Asset Management Inc328$4.00K0.00%––
CoreFirst Bank & Trust428$5.00K0.00%––
The PNC Financial Services Group, Inc.477$6.00K0.00%––
Spire Wealth Management893$11.0K0.00%––
FourThought Financial, LLC925$11.0K0.00%––
NEXT Financial Group, Inc911$12.0K0.00%––
Wealthcare Advisory Partners LLC912$12.0K0.00%––
Mach-1 Financial Group, Inc.1,000$12.0K0.01%––
American Portfolios Advisors1,021$12.9K0.00%––
Montag A & Associates Inc1,000$13.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,250$15.0K0.00%––
M&R Capital Management Inc1,400$17.0K0.00%––
Benjamin F. Edwards & Company, Inc.1,610$20.0K0.00%––
Geneos Wealth Management Inc.1,575$20.0K0.00%––
International Assets Investment Management, LLC1,702$21.0K0.00%––
Barrett Asset Management, LLC1,800$23.0K0.00%––
First Manhattan Co2,000$25.0K0.00%––
TCTC Holdings, LLC2,000$25.0K0.00%––
Global Retirement Partners, LLC2,156$27.0K0.00%––
Allworth Financial LP2,250$28.0K0.00%––
GPS Wealth Strategies Group, LLC3,050$38.0K0.01%––
Carolinas Wealth Consulting LLC3,405$43.0K0.01%––
Steward Partners Investment Advisory, LLC3,675$46.4K0.00%––
Optimum Investment Advisors4,500$57.0K0.02%––
Wagner Wealth Management, LLC7,138$90.0K0.07%––
Northwestern Mutual Wealth Management Co8,616$109.0K0.00%––
Lazard Asset Management LLC–$126.0K0.00%––
PFG Advisors10,060$127.0K0.02%––
Susquehanna International Group, LLP10,203$129.0K0.00%––
We Are One Seven, LLC10,227$129.0K0.02%––
Boston Private Wealth LLC10,525$133.0K0.00%––
Wade G W & Inc10,785$136.0K0.01%––
Future Financial Wealth Managment LLC10,855$137.0K0.16%––
Proequities, Inc.11,197$141.0K0.01%––
Integrated Capital Management, Inc.11,184$141.0K0.12%––
Good Life Advisors, LLC11,174$142.0K0.03%––
WealthTrust Axiom LLC12,000$151.0K0.05%––
Ford Financial Group, LLC13,020$164.0K0.07%––
Hollencrest Capital Management13,209$167.0K0.02%––
FNY Investment Advisers, LLC13,326$168.0K0.06%––
Horizon Kinetics Asset Management LLC13,729$173.0K0.00%––
Marcum Wealth, LLC13,725$173.0K0.03%––
Claro Advisors LLC13,994$177.0K0.09%––
Greytown Advisors Inc.11,203$181.0K0.10%––
Meristem Family Wealth, LLC14,400$182.0K0.04%––
B. Riley Wealth Management, Inc.14,954$189.0K0.02%––
Moors & Cabot, Inc.15,145$191.0K0.01%––
AdvisorNet Financial, Inc16,022$202.0K0.01%––
Fort Washington Investment Advisors Inc16,500$208.0K0.00%––
Staley Capital Advisers Inc17,368$219.0K0.01%––
US Bancorp18,800$238.0K0.00%––
Eaton Vance Management20,487$259.0K0.00%––
Evercore Wealth Management, LLC21,225$268.0K0.01%––
D. E. Shaw & Co., Inc.22,500$284.0K0.00%––
Cetera Advisors LLC22,516$284.0K0.01%––
Powell Investment Advisors, LLC23,762$300.0K0.20%––
Sigma Planning Corp23,845$301.0K0.01%––
Baker Tilly Wealth Management, LLC25,600$323.0K0.07%––
Stephens Inc26,715$337.0K0.01%––
Flagship Harbor Advisors, LLC27,740$350.0K0.04%––
Pin Oak Investment Advisors Inc28,313$358.0K0.30%––
Sowell Financial Services LLC29,256$379.0K0.01%––
ProVise Management Group, LLC30,112$380.0K0.04%––
Conning Inc.32,079$405.0K0.01%––
Arete Wealth Advisors, LLC33,221$420.0K0.05%––
Quad-Cities Investment Group, LLC33,503$423.0K0.32%––
National Asset Management, Inc.33,552$424.0K0.01%––
Citigroup Inc35,285$446.0K0.00%––
Oppenheimer & Co Inc36,186$457.0K0.01%––
Oarsman Capital, Inc.36,847$465.0K0.20%––
MJP Associates Inc38,055$481.0K0.20%––
Independent Financial Group, LLC39,462$498.4K0.06%––
BerganKDV Wealth Management, LLC41,158$520.0K0.07%––
Capital Investment Advisors, LLC43,885$554.0K0.02%––
Onyx Bridge Wealth Group LLC44,348$560.0K0.28%––
Cadence Wealth Management LLC44,823$566.0K0.51%––
AE Wealth Management LLC48,637$614.0K0.01%––
Pointe Capital Management LLC53,158$671.0K0.48%––
Evergreen Capital Management LLC62,983$795.0K0.04%––
Cahill Financial Advisors Inc66,707$843.0K0.21%––
Cambridge Investment Research Advisors, Inc.69,155$873.0K0.00%––
Park Avenue Securities LLC70,899$895.0K0.02%––
HighTower Advisors, LLC71,158$896.0K0.00%––
Creative Planning71,706$906.0K0.00%––
Apriem Advisors76,713$969.0K0.15%––
Janney Montgomery Scott LLC77,842$983.0K0.00%––
Mid Atlantic Financial Management Inc80,345$1.01M0.07%––
Rockefeller Capital Management L.P.83,021$1.05M0.01%––
Kestra Advisory Services, LLC85,220$1.08M0.01%––
Fiera Capital Corp87,916$1.11M0.00%––
Wedbush Securities Inc89,192$1.13M0.06%––
Harbour Investments, Inc.91,135$1.15M0.04%––