Who owns BlackRock Limited Duration Income Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BLW from SEC Form 13F filings across 85 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.
As of the 2026-06-30 reporting period, 85 institutions disclosed 11.7M shares of BlackRock Limited Duration Income Trust worth $145.9M — about 29.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
85
13F holders
$145.9M
value, 2026 filers
29.9%
of shares outstanding (11.7M sh)
14
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 | GUGGENHEIM CAPITAL LLC | 520,486 | $6.5M | 0.0% | 1.3% | -17.2% |
| 5 | Invesco Ltd. | 384,488 | $4.8M | 0.0% | 1% | +18.0% |
| 6 | COHEN & STEERS, INC. | 371,801 | $4.6M | 0.0% | 1% | 0.0% |
| 7 | Shaker Financial Services, LLC | 301,450 | $3.8M | 1.2% | 0.8% | +167.3% |
| 8 | SIT INVESTMENT ASSOCIATES INC | 289,494 | $3.6M | 0.1% | 0.7% | +1058.0% |
| 9 | RAYMOND JAMES FINANCIAL INC | 284,146 | $3.5M | 0.0% | 0.7% | -6.2% |
| 10 | Venture Visionary Partners LLC | 279,335 | $3.5M | 0.1% | 0.7% | -7.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 204,454 | $2.6M | 0.0% | 0.5% | +23.5% |
| 12 | ROYAL BANK OF CANADA | 191,191 | $2.4M | 0.0% | 0.5% | +5.5% |
| 13 | PRINCIPAL SECURITIES, INC. | 182,218 | $2.3M | 0.0% | 0.5% | +15.6% |
| 14 | BANK OF AMERICA CORP /DE/ | 178,861 | $2.2M | 0.0% | 0.5% | -30.0% |
| 15 | LPL Financial LLC | 171,532 | $2.1M | 0.0% | 0.4% | +26.0% |
| 16 | Blue Zone Wealth Advisors, LLC | 162,935 | $2.0M | 0.4% | 0.4% | -6.0% |
| 17 | Waterfront Wealth Inc. | 156,398 | $2.0M | 0.3% | 0.4% | +683.8% |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 156,211 | $2.0M | 0.0% | 0.4% | +66.0% |
| 19 | Fiera Capital Corp | 151,570 | $1.9M | 0.0% | 0.4% | +3.5% |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.NEW | 147,340 | $1.8M | 0.1% | 0.4% | new |
| 21 | Baird Financial Group, Inc. | 138,427 | $1.7M | 0.0% | 0.4% | -8.1% |
| 22 | Jefferies Financial Group Inc. | 129,856 | $1.6M | 0.0% | 0.3% | +0.4% |
| 23 | Capital Investment Advisors, LLC | 120,910 | $1.5M | 0.0% | 0.3% | -2.3% |
| 24 | Ethos Financial Group, LLC | 111,237 | $1.4M | 0.1% | 0.3% | -7.4% |
| 25 | OSAIC HOLDINGS, INC. | 104,390 | $1.3M | 0.0% | 0.3% | -22.8% |
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.