Security Snapshot

BLACKROCK Ltd DURATION INCOME TRUST - Common Stock (BLW) Institutional Ownership

CUSIP: 09249W101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

83

Shares (Excl. Options)

10,991,015

Price

$12.59

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-609,245
Value change
-$8,003,536
Number of holders
83
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
38,951,748
SEC-reported price per share
$12.78
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BLW - BLACKROCK Ltd DURATION INCOME TRUST - Common Stock is tracked under CUSIP 09249W101.
  • 83 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 80 to 83 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $159,984,135 to $138,511,262.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 83 institutions filings for Q1 2026.

Open SEC evidence

Security key

09249W101

Latest holder period

Q1 2026

13F holders

83

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BLW
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 11% $52,889,852 4,167,837 Morgan Stanley 31 Mar 2026

As of 31 Mar 2026, 83 institutional investors reported holding 10,991,015 shares of BLACKROCK Ltd DURATION INCOME TRUST - Common Stock (BLW). This represents 28% of the company’s total 38,951,748 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
26%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 11% 4,167,835 -9.3% 0% $52,473,051
WELLS FARGO & COMPANY/MN 2.6% 1,026,887 +4.6% 0% $12,928,511
UBS Group AG 1.6% 639,223 -8.3% 0% $8,047,817
GUGGENHEIM CAPITAL LLC 1.6% 628,518 -12% 0.06% $7,913,042
COHEN & STEERS, INC. 0.95% 371,801 0% 0.01% $4,681,000
Invesco Ltd. 0.84% 325,899 +2.3% 0% $4,103,068
RAYMOND JAMES FINANCIAL INC 0.78% 302,904 +6.8% 0% $3,813,568
Venture Visionary Partners LLC 0.77% 300,917 +12% 0.13% $3,788,556
BANK OF AMERICA CORP /DE/ 0.66% 255,348 -17% 0% $3,214,830
ROYAL BANK OF CANADA 0.47% 181,162 +2.9% 0% $2,281,000
Blue Zone Wealth Advisors, LLC 0.45% 173,341 -36% 0.44% $2,182,363
ENVESTNET ASSET MANAGEMENT INC 0.42% 165,533 +5.3% 0% $2,084,064
PRINCIPAL SECURITIES, INC. 0.4% 157,680 -0.24% 0.03% $1,985,191
Baird Financial Group, Inc. 0.39% 150,596 +8.6% 0% $1,896,004
Fiera Capital Corp 0.38% 146,436 -4.6% 0.01% $1,843,629
LPL Financial LLC 0.35% 136,131 -16% 0% $1,713,889
OSAIC HOLDINGS, INC. 0.35% 135,137 +0.53% 0% $1,701,385
Jefferies Financial Group Inc. 0.33% 129,403 -0.09% 0.02% $1,629,184
Capital Investment Advisors, LLC 0.32% 123,773 -13% 0.02% $1,558,308
Ethos Financial Group, LLC 0.31% 120,088 0% 0.12% $1,650,009
Shaker Financial Services, LLC 0.29% 112,763 0.49% $1,419,687
WOLVERINE ASSET MANAGEMENT LLC 0.24% 94,077 +282% 0.02% $1,184,429
Lido Advisors, LLC 0.18% 70,045 +0.67% 0% $881,866
Peregrine Asset Advisers, Inc. 0.15% 58,520 0% 0.2% $736,767
Smith Asset Management Co., LLC 0.14% 55,065 +1% 0.59% $693,268

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 10,991,015 $138,511,262 -$8,003,536 $12.59 83
2025 Q4 11,642,939 $159,984,135 -$2,241,330 $13.74 80
2025 Q3 11,911,348 $165,062,664 -$2,825,014 $14.00 84
2025 Q2 11,985,669 $169,955,860 +$2,702,197 $14.18 77
2025 Q1 11,791,882 $166,720,672 +$12,362,011 $14.14 77
2024 Q4 10,920,944 $154,327,585 +$3,037,701 $14.13 76
2024 Q3 10,516,783 $152,258,804 -$3,636,308 $14.48 77
2024 Q2 10,822,005 $151,075,409 -$1,357,709 $13.96 78
2024 Q1 10,918,797 $153,039,890 -$6,145,227 $14.03 79
2023 Q4 11,363,376 $158,853,853 +$95,654 $13.98 85
2023 Q3 11,214,709 $144,309,261 +$3,099,788 $12.88 73
2023 Q2 10,939,329 $140,936,288 +$5,228,405 $12.88 71
2023 Q1 10,531,519 $138,065,190 +$3,058,095 $13.11 71
2022 Q4 10,367,159 $135,635,274 +$1,252,924 $13.07 73
2022 Q3 10,281,332 $124,479,095 +$612,313 $12.10 65
2022 Q2 10,249,685 $129,668,752 +$1,386,052 $12.65 75
2022 Q1 10,118,132 $145,054,903 +$3,710,059 $14.34 84
2021 Q4 9,777,055 $164,740,993 -$1,708,559 $16.85 81
2021 Q3 9,849,997 $168,333,841 -$5,879,251 $17.09 82
2021 Q2 10,194,477 $173,508,980 -$2,401,796 $17.02 81
2021 Q1 10,337,434 $173,154,861 -$3,333,711 $16.75 80
2020 Q4 10,513,321 $167,361,792 +$8,833,779 $15.92 87
2020 Q3 9,686,933 $142,507,054 -$6,764,744 $14.71 76
2020 Q2 10,147,084 $141,358,248 -$9,376,577 $13.93 80
2020 Q1 10,857,205 $137,205,215 -$4,543,943 $12.62 83
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