Who owns BlackRock Limited Duration Income Trust?
Institutional ownership of BLW from SEC Form 13F filings across 63 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
63
13F holders
$112.7M
value, 2026 filers
24.3%
of shares outstanding (9.5M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BLW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.1M | $51.0M | 0.0% | 10.4% | -2.0% |
| 2 | WELLS FARGO & COMPANY/MN | 1.0M | $12.6M | 0.0% | 2.6% | -1.9% |
| 3 | UBS Group AG | 606,131 | $7.6M | 0.0% | 1.6% | -5.2% |
| 4 | Invesco Ltd. | 384,488 | $4.8M | 0.0% | 1% | +18.0% |
| 5 | COHEN & STEERS, INC. | 371,801 | $4,644 | 0.0% | 1% | 0.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 284,146 | $3.5M | 0.0% | 0.7% | -6.2% |
| 7 | Venture Visionary Partners LLC | 279,335 | $3.5M | 0.1% | 0.7% | -7.2% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 204,454 | $2.6M | 0.0% | 0.5% | +23.5% |
| 9 | ROYAL BANK OF CANADA | 191,191 | $2.4M | 0.0% | 0.5% | +5.5% |
| 10 | PRINCIPAL SECURITIES, INC. | 182,218 | $2.3M | 0.0% | 0.5% | +15.6% |
| 11 | BANK OF AMERICA CORP /DE/ | 178,861 | $2.2M | 0.0% | 0.5% | -30.0% |
| 12 | LPL Financial LLC | 171,532 | $2.1M | 0.0% | 0.4% | +26.0% |
| 13 | Blue Zone Wealth Advisors, LLC | 162,935 | $2.0M | 0.4% | 0.4% | -6.0% |
| 14 | Baird Financial Group, Inc. | 138,427 | $1.7M | 0.0% | 0.4% | -8.1% |
| 15 | Capital Investment Advisors, LLC | 120,910 | $1.5M | 0.0% | 0.3% | -51.2% |
| 16 | Ethos Financial Group, LLC | 111,237 | $1.4M | 0.1% | 0.3% | -7.4% |
| 17 | OSAIC HOLDINGS, INC. | 104,390 | $1.3M | 0.0% | 0.3% | -22.8% |
| 18 | Lido Advisors, LLC | 98,519 | $1.2M | 0.0% | 0.3% | +40.7% |
| 19 | Kestra Advisory Services, LLC | 67,456 | $842,527 | 0.0% | 0.2% | +39.5% |
| 20 | Cetera Investment Advisers | 60,424 | $754,693 | 0.0% | 0.2% | +15.1% |
| 21 | Peregrine Asset Advisers, Inc. | 57,520 | $718,425 | 0.2% | 0.1% | -1.7% |
| 22 | WEALTH ALLIANCE, LLC | 54,647 | $682,546 | 0.1% | 0.1% | +1.4% |
| 23 | Janney Montgomery Scott LLC | 53,411 | $667 | 0.0% | 0.1% | +28.1% |
| 24 | Cambridge Investment Research Advisors, Inc. | 52,034 | $650 | 0.0% | 0.1% | +87.0% |
| 25 | READYSTATE ASSET MANAGEMENT LPNEW | 51,402 | $642,011 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.