Latest Period
Q2 2026
Security Snapshot
BLACKROCK Ltd DURATION INCOME TRUST - Common Stock (BLW) Institutional Ownership
CUSIP: 09249W101
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
85
Shares (Excl. Options)
11,675,763
Price
$12.49
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- Security type / class
- Equity / Common Stock
- Symbol
- BLW on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 11,675,763
- Total 13F value
- $145,871,668
- Portfolio coverage rank
- 0%
- Share change
- +720,521
- Value change
- +$9,028,151
- Number of holders
- 85
- Shares outstanding
- 38,951,748
- SEC-reported price per share
- $12.80
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
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.
- 85 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 82 to 85 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $138,508,717 to $145,871,668.
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
Open SEC evidence
Latest holder context comes from 85 institutions filings for Q2 2026.
Security key
09249W101
Latest holder period
Q2 2026
13F holders
85
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
BLW full holder history
BLACKROCK Ltd DURATION INCOME TRUST SEC filings
BLACKROCK Ltd DURATION INCOME TRUST insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09249W101:
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 30 Jun 2026, 85 institutional investors reported holding 11,675,763 shares of BLACKROCK Ltd DURATION INCOME TRUST - Common Stock (BLW). This represents 30% 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
27%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 10% | 4,083,623 | -2% | 0% | $51,004,455 |
| WELLS FARGO & COMPANY/MN | 2.6% | 1,007,843 | -1.9% | 0% | $12,587,955 |
| UBS Group AG | 1.6% | 606,131 | -5.2% | 0% | $7,570,576 |
| GUGGENHEIM CAPITAL LLC | 1.3% | 520,486 | -17% | 0.04% | $6,500,871 |
| Invesco Ltd. | 0.99% | 384,488 | +18% | 0% | $4,802,255 |
| COHEN & STEERS, INC. | 0.95% | 371,801 | 0% | 0.01% | $4,644,000 |
| Shaker Financial Services, LLC | 0.77% | 301,450 | +167% | 1.2% | $3,765,111 |
| SIT INVESTMENT ASSOCIATES INC | 0.74% | 289,494 | +1058% | 0.07% | $3,616,000 |
| RAYMOND JAMES FINANCIAL INC | 0.73% | 284,146 | -6.2% | 0% | $3,548,989 |
| Venture Visionary Partners LLC | 0.72% | 279,335 | -7.2% | 0.1% | $3,488,900 |
| ENVESTNET ASSET MANAGEMENT INC | 0.52% | 204,454 | +24% | 0% | $2,553,633 |
| ROYAL BANK OF CANADA | 0.49% | 191,191 | +5.5% | 0% | $2,388,000 |
| PRINCIPAL SECURITIES, INC. | 0.47% | 182,218 | +16% | 0.03% | $2,275,903 |
| BANK OF AMERICA CORP /DE/ | 0.46% | 178,861 | -30% | 0% | $2,233,973 |
| LPL Financial LLC | 0.44% | 171,532 | +26% | 0% | $2,142,437 |
| Blue Zone Wealth Advisors, LLC | 0.42% | 162,935 | -6% | 0.36% | $2,035,058 |
| Waterfront Wealth Inc. | 0.4% | 156,398 | +684% | 0.31% | $1,994,078 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.4% | 156,211 | +66% | 0.03% | $1,951,075 |
| Fiera Capital Corp | 0.39% | 151,570 | +3.5% | 0.01% | $1,893,109 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.38% | 147,340 | 0.12% | $1,840,276 | |
| Baird Financial Group, Inc. | 0.36% | 138,427 | -8.1% | 0% | $1,728,953 |
| Jefferies Financial Group Inc. | 0.33% | 129,856 | +0.35% | 0.01% | $1,621,901 |
| Capital Investment Advisors, LLC | 0.31% | 120,910 | -2.3% | 0.02% | $1,510,171 |
| Ethos Financial Group, LLC | 0.29% | 111,237 | -7.4% | 0.09% | $1,389,350 |
| OSAIC HOLDINGS, INC. | 0.27% | 104,390 | -23% | 0% | $1,303,844 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 11,675,763 | $145,871,668 | +$9,028,151 | $12.49 | 85 |
| 2026 Q1 | 10,990,813 | $138,508,717 | -$8,006,081 | $12.59 | 82 |
| 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 |