BLW · BLACKROCK Ltd DURATION INCOME TRUST

$12.56 -0.01 (-0.08%)

Market Cap

$491.29M

39.08M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Pick a completed quarter in the Quarter selector below to see a single quarter with position changes.

Quarter:

Holders: 82

Total Value: $137,667,187

Total Shares: 11,397,663

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 83 13F filers

Top Holder

39.6%

of institutional value

Top 5

64.5%

of institutional value

Top 10

76.0%

of institutional value

HHI

1,795

Moderately concentrated

Showing 82 of 82

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Mega MORGAN STANLEY

$52,473,053

38.12%

4,167,836

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	30,871	$388,665	0.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	4,136,965	$52,084,388	99.3%	Defined

Mega WELLS FARGO & COMPANY/MN

$12,928,506

9.39%

1,026,887

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	151,076	$1,902,046	14.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	875,811	$11,026,460	85.3%	Defined

Mega UBS Group AG

$8,047,816

5.85%

639,223

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	634,782	$7,991,905	99.3%	Defined
UBS AG	3,480	$43,813	0.5%	Defined
UBS Securities LLC	961	$12,098	0.2%	Defined

Large GUGGENHEIM CAPITAL LLC

$7,913,041

5.75%

628,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	628,518	$7,913,041	100.0%	Defined

Mega Invesco Ltd.

$4,103,068

2.98%

325,899

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	325,899	$4,103,068	100.0%	Defined

Mega RAYMOND JAMES FINANCIAL INC

$3,813,560

2.77%

302,904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	130,915	$1,648,219	43.2%	Defined
Raymond James Financial Services Advisors, Inc.	161,724	$2,036,105	53.4%	Defined
RAYMOND JAMES TRUST N.A.	10,265	$129,236	3.4%	Defined

Small Shaker Financial Services, LLC

$3,765,110

2.73%

301,450

Mid Venture Visionary Partners LLC

$3,488,894

2.53%

279,335

Mega BANK OF AMERICA CORP /DE/ Bank

$3,214,831

2.34%

255,348

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	20,846	$262,451	8.2%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	234,502	$2,952,380	91.8%	Defined

Mega ENVESTNET ASSET MANAGEMENT INC

$2,553,630

1.85%

204,454

Mega ROYAL BANK OF CANADA Bank

$2,280,829

1.66%

181,162

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	181,162	$2,280,829	100.0%	Defined

Mid PRINCIPAL SECURITIES, INC. Broker-Dealer

$2,275,902

1.65%

182,218

Small Blue Zone Wealth Advisors, LLC

$2,035,058

1.48%

162,935

Small Waterfront Wealth Inc.

$1,953,411

1.42%

156,398

Large Baird Financial Group, Inc.

$1,896,003

1.38%

150,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	150,596	$1,896,003	100.0%	Defined

Large Fiera Capital Corp

$1,843,629

1.34%

146,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	146,436	$1,843,629	100.0%	Other

Mega LPL Financial LLC

$1,713,889

1.24%

136,131

Large OSAIC HOLDINGS, INC.

$1,701,374

1.24%

135,137

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	135,137	$1,701,374	100.0%	Defined

Large Jefferies Financial Group Inc.

$1,629,183

1.18%

129,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jefferies Investment Advisers LLC	129,403	$1,629,183	100.0%	Defined

Mid Capital Investment Advisors, LLC

$1,558,302

1.13%

123,773

Small Ethos Financial Group, LLC

$1,511,907

1.10%

120,088

Mid WOLVERINE ASSET MANAGEMENT LLC

$1,184,429

0.86%

94,077

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	94,077	$1,184,429	100.0%	Defined

Large Lido Advisors, LLC

$881,866

0.64%

70,045

Large Kestra Advisory Services, LLC

$842,525

0.61%

67,456

Micro Gridiron Partners, LLC

$786,133

0.57%

62,941

Small Peregrine Asset Advisers, Inc.

$736,766

0.54%

58,520

Small WEALTH ALLIANCE, LLC

$678,701

0.49%

53,908

Small Smith Asset Management Co., LLC

$666,391

0.48%

53,354

Large Cetera Investment Advisers

$661,163

0.48%

52,515

Large NewEdge Advisors, LLC

$524,109

0.38%

41,629

Small NBC SECURITIES, INC. Broker-Dealer

$512,427

0.37%

41,027

Mega AMERIPRISE FINANCIAL INC

$506,004

0.37%

40,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	40,191	$506,004	100.0%	Defined

Small Jackson Hole Capital Partners, LLC

$435,236

0.32%

34,570

Small SHUFRO ROSE & CO LLC

$429,948

0.31%

34,150

Mid XTX Topco Ltd

$428,324

0.31%

34,021

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	34,021	$428,324	100.0%	Defined

Large Rockefeller Capital Management L.P.

$418,818

0.30%

33,266

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	33,266	$418,818	100.0%	Defined

Mega JANE STREET GROUP, LLC

$398,208

0.29%

31,629

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	29,906	$376,516	94.6%	Defined
Jane Street Global Trading, LLC	1,723	$21,692	5.4%	Defined

Small Virtus Investment Advisers, LLC

$389,459

0.28%

30,934

Small ORLEANS CAPITAL MANAGEMENT CORP/LA

$343,707

0.25%

27,300

Small BTG Pactual Asset Management US LLC

$342,825

0.25%

27,230

Large Cambridge Investment Research Advisors, Inc.

$324,952

0.24%

26,017

Micro Pointe Capital Management LLC

$322,832

0.23%

25,642

Mid Beacon Pointe Advisors, LLC

$269,891

0.20%

21,437

Mid IHT Wealth Management, LLC

$256,974

0.19%

20,411

Mid Prospera Financial Services Inc

$218,437

0.16%

17,489

Large MML INVESTORS SERVICES, LLC

$211,965

0.15%

16,836

Small Marin Bay Wealth Advisors, LLC

$207,321

0.15%

16,599

Small Fortitude Advisory Group L.L.C.

$205,797

0.15%

16,477

Mid MAI Capital Management

$199,085

0.14%

15,813

Large Pathstone Holdings, LLC

$191,934

0.14%

15,245

Mid Concurrent Investment Advisors, LLC

$165,504

0.12%

13,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	124	$1,548	0.9%	Sole
Held directly	13,127	$163,956	99.1%	Sole

Small Samalin Investment Counsel, LLC

$159,147

0.12%

12,742

Small ProVise Management Group, LLC

$152,852

0.11%

12,238

Large FIFTH THIRD BANCORP Bank

$148,655

0.11%

11,902

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	11,902	$148,655	100.0%	Defined

Large Focus Partners Wealth

$128,015

0.09%

10,168

Mid Shay Capital LLC

$125,900

0.09%

10,000

Micro MAIMON WEALTH MANAGEMENT LTD.

$124,900

0.09%

10,000

Mid Leonteq Securities AG Broker-Dealer

$99,920

0.07%

8,000

Mid HOLLENCREST CAPITAL MANAGEMENT

$44,065

0.03%

3,500

Mid IFP Advisors, Inc

$33,273

0.02%

2,664

Mid Allworth Financial LP

$27,219

0.02%

2,162

Mid BARTLETT & CO. WEALTH MANAGEMENT LLC

$23,731

0.02%

1,900

Large CWM, LLC

$21,113

0.02%

1,677

Mid Bogart Wealth, LLC

$20,208

0.01%

1,618

Large Steward Partners Investment Advisory, LLC

$19,212

0.01%

1,526

Small Crews Bank & Trust Bank

$16,861

0.01%

1,350

Mid Blue Trust, Inc.

$16,349

0.01%

1,309

Small LifeSteps Financial, Inc.

$12,490

0.01%

1,000

Mid Farther Finance Advisors, LLC

$10,591

0.01%

848

Mega BNP PARIBAS ARBITRAGE, SA

$6,962

0.01%

553

Micro Moisand Fitzgerald Tamayo, LLC

$6,245

0.00%

500

Mid North Star Investment Management Corp.

$6,245

0.00%

500

Small COHEN & STEERS, INC.

$4,681

0.00%

371,801

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	371,801	$4,681	100.0%	Sole

Small HIGHLINE WEALTH PARTNERS LLC

$3,747

0.00%

300

Micro Osbon Capital Management LLC

$3,273

0.00%

260

Mid Western Wealth Management, LLC

$2,543

0.00%

202

Mid HARBOUR INVESTMENTS, INC.

$2,392

0.00%

190

Small HOEY INVESTMENTS, INC

$2,135

0.00%

171

Mid Advisory Services Network, LLC

$742

0.00%

Micro Janney Montgomery Scott LLC

$667

0.00%

53,411

Micro SIT INVESTMENT ASSOCIATES INC

$315

0.00%

25,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	25,000	$315	100.0%	Sole

Large Clear Street Group Inc.

$12

0.00%

Key facts CIK 1233681 CUSIP 09249W101 13F (30d) 32 filings 32 filers Visit website Investor relations