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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
Ford Financial Group, LLC13,020$164.0K0.07%––
WealthTrust Axiom LLC12,000$151.0K0.05%––
Good Life Advisors, LLC11,174$142.0K0.03%––
Proequities, Inc.11,197$141.0K0.01%––
Integrated Capital Management, Inc.11,184$141.0K0.12%––
Future Financial Wealth Managment LLC10,855$137.0K0.16%––
Wade G W & Inc10,785$136.0K0.01%––
Boston Private Wealth LLC10,525$133.0K0.00%––
Susquehanna International Group, LLP10,203$129.0K0.00%––
We Are One Seven, LLC10,227$129.0K0.02%––
PFG Advisors10,060$127.0K0.02%––
Lazard Asset Management LLC–$126.0K0.00%––
Northwestern Mutual Wealth Management Co8,616$109.0K0.00%––
Wagner Wealth Management, LLC7,138$90.0K0.07%––
Optimum Investment Advisors4,500$57.0K0.02%––
Steward Partners Investment Advisory, LLC3,675$46.4K0.00%––
Carolinas Wealth Consulting LLC3,405$43.0K0.01%––
GPS Wealth Strategies Group, LLC3,050$38.0K0.01%––
Allworth Financial LP2,250$28.0K0.00%––
Global Retirement Partners, LLC2,156$27.0K0.00%––
First Manhattan Co2,000$25.0K0.00%––
TCTC Holdings, LLC2,000$25.0K0.00%––
Barrett Asset Management, LLC1,800$23.0K0.00%––
International Assets Investment Management, LLC1,702$21.0K0.00%––
Benjamin F. Edwards & Company, Inc.1,610$20.0K0.00%––
Geneos Wealth Management Inc.1,575$20.0K0.00%––
M&R Capital Management Inc1,400$17.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,250$15.0K0.00%––
Montag A & Associates Inc1,000$13.0K0.00%––
American Portfolios Advisors1,021$12.9K0.00%––
NEXT Financial Group, Inc911$12.0K0.00%––
Wealthcare Advisory Partners LLC912$12.0K0.00%––
Mach-1 Financial Group, Inc.1,000$12.0K0.01%––
Spire Wealth Management893$11.0K0.00%––
FourThought Financial, LLC925$11.0K0.00%––
The PNC Financial Services Group, Inc.477$6.00K0.00%––
CoreFirst Bank & Trust428$5.00K0.00%––
Manchester Financial Inc300$4.00K0.00%––
Panagora Asset Management Inc328$4.00K0.00%––
Bartlett & Co. Wealth Management LLC255$3.22K0.00%––
Bartlett & Co. LLC255$3.00K0.00%––
CWM, LLC55$1.00K0.00%––
Focused Wealth Management, Inc112$1.00K0.00%––
Tower Research Capital LLC (TRC)5$00.00%––
Carmichael Hill & Associates, Inc.17$00.00%––
Sittner & Nelson, LLC20$00.00%––