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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
Rock Point Advisors, LLC94,503$1.19M0.37%––
Truist Financial Corp96,228$1.22M0.00%––
Ascendant Capital Management, LLC100,000$1.26M1.11%––
Shaker Financial Services, LLC101,205$1.28M0.51%––
Advisors Asset Management, Inc.101,601$1.28M0.02%––
Selway Asset Management104,034$1.31M0.77%––
Stifel Financial Corp105,214$1.33M0.00%––
Merit Financial Group, LLC106,304$1.34M0.14%––
Cetera Investment Advisers124,681$1.57M0.03%––
Raymond James & Associates127,604$1.61M0.00%––
Envestnet Asset Management Inc127,971$1.62M0.00%––
EWG Elevate Inc.138,740$1.75M0.78%––
Gilbert & Cook, Inc.151,585$1.92M0.38%––
Aviance Capital Partners, LLC169,601$2.14M0.41%––
Thrivent Financial for Lutherans171,956$2.17M0.00%––
Coastal Bridge Advisors, LLC183,625$2.32M0.42%––
First Foundation Advisors187,853$2.37M0.10%––
Commonwealth Equity Services, LLC194,420$2.46M0.01%––
Raymond James Financial Services Advisors, Inc.216,399$2.73M0.01%––
Zazove Associates LLC217,221$2.74M0.32%––
IHT Wealth Management, LLC225,188$2.84M0.20%––
Howard Wealth Management, LLC238,604$3.01M1.76%––
Ameriprise Financial Inc257,212$3.25M0.00%––
Camelot Portfolios, LLC294,384$3.72M1.55%––
Advisor Group Holdings, Inc.318,887$4.03M0.01%––
Vivaldi Capital Management, LLC331,755$4.24M0.84%––
LPL Financial LLC435,894$5.50M0.01%––
Bramshill Investments, LLC451,702$5.71M0.36%––
Royal Bank of Canada461,210$5.82M0.00%––
Oak Hill Advisors LP473,416$5.98M1.14%––
Wells Fargo & Company670,545$8.47M0.00%––
Thomas J. Herzfeld Advisors, Inc.711,626$8.99M4.08%––
Bank of America Corp734,528$9.28M0.00%––
Chicago Partners Investment Group LLC913,757$11.6M0.96%––
Guggenheim Capital LLC949,956$12.0M0.08%––
Cohen & Steers, Inc.1,036,100$13.1M0.03%––
Penserra Capital Management LLC1,082,165$13.7M0.25%––
Saba Capital Management, L.P.1,523,339$19.2M0.79%––
UBS Group AG1,535,920$19.4M0.01%––
Invesco Ltd.1,635,748$20.7M0.01%––
Rivernorth Capital Management, LLC1,728,858$21.8M1.31%––
1607 Capital Partners, LLC2,380,645$30.1M1.45%––
Parametric Portfolio Associates LLC2,418,459$30.5M0.02%––
Relative Value Partners Group, LLC2,674,999$33.8M2.89%––
Morgan Stanley8,066,805$101.9M0.01%––
Sit Investment Associates Inc8,786,459$111.0M2.90%––