BLACKROCK Ltd DURATION INCOME TRUST (BLW) — Institutional Holders, Q2 2026
85 institutional investment managers reported a BLW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $145.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BLW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SIT INVESTMENT ASSOCIATESAdded · +264,494 sh+$3.3M
- Shaker Financial ServicesAdded · +188,687 sh+$2.4M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New · +147,340 sh+$1.8M
- Waterfront WealthAdded · +136,443 sh+$1.7M
- Gridiron PartnersNew · +62,941 sh+$786.1K
Biggest sellers
- GUGGENHEIM CAPITALTrimmed · -108,032 sh-$1.3M
- MORGAN STANLEYTrimmed · -84,212 sh-$1.1M
- BANK OF AMERICATrimmed · -76,487 sh-$955.3K
- UBS Group AGTrimmed · -33,092 sh-$413.3K
- OSAICTrimmed · -30,747 sh-$384.0K
BLW 13F holders ranked 1–85 of 85
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 4,083,624 sh | 4,083,624 | $51.0M | <0.01% | -2.0% |
| 2 | WELLS FARGO & COMPANY#2 · 1,007,843 sh | 1,007,843 | $12.6M | <0.01% | -1.9% |
| 3 | UBS Group AG#3 · 606,131 sh | 606,131 | $7.6M | <0.01% | -5.2% |
| 4 | GUGGENHEIM CAPITAL#4 · 520,486 sh | 520,486 | $6.5M | 0.04% | -17.2% |
| 5 | Invesco Ltd.#5 · 384,488 sh | 384,488 | $4.8M | <0.01% | +18.0% |
| 6 | COHEN & STEERS#6 · 371,801 sh | 371,801 | $4.6M | <0.01% | 0.0% |
| 7 | Shaker Financial Services#7 · 301,450 sh | 301,450 | $3.8M | — | +167.3% |
| 8 | SIT INVESTMENT ASSOCIATES#8 · 289,494 sh | 289,494 | $3.6M | 0.07% | +1058.0% |
| 9 | RAYMOND JAMES FINANCIAL#9 · 284,146 sh | 284,146 | $3.5M | <0.01% | -6.2% |
| 10 | Venture Visionary Partners#10 · 279,335 sh | 279,335 | $3.5M | — | -7.2% |
| 11 | ENVESTNET ASSET MANAGEMENT#11 · 204,454 sh | 204,454 | $2.6M | <0.01% | +23.5% |
| 12 | ROYAL BANK OF CANADA#12 · 191,191 sh | 191,191 | $2.4M | <0.01% | +5.5% |
| 13 | PRINCIPAL SECURITIES#13 · 182,218 sh | 182,218 | $2.3M | 0.03% | +15.6% |
| 14 | BANK OF AMERICA#14 · 178,861 sh | 178,861 | $2.2M | <0.01% | -30.0% |
| 15 | LPL Financial#15 · 171,532 sh | 171,532 | $2.1M | <0.01% | +26.0% |
| 16 | Blue Zone Wealth Advisors#16 · 162,935 sh | 162,935 | $2.0M | — | -6.0% |
| 17 | Waterfront Wealth#17 · 156,398 sh | 156,398 | $2.0M | 0.31% | +683.8% |
| 18 | WOLVERINE ASSET MANAGEMENT#18 · 156,211 sh | 156,211 | $2.0M | 0.02% | +66.0% |
| 19 | Fiera Capital#19 · 151,570 sh | 151,570 | $1.9M | <0.01% | +3.5% |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#20 · 147,340 sh | 147,340 | $1.8M | 0.12% | New |
| 21 | Baird Financial Group#21 · 138,427 sh | 138,427 | $1.7M | <0.01% | -8.1% |
| 22 | LEUCADIA NATIONAL#22 · 129,856 sh | 129,856 | $1.6M | 0.01% | +0.4% |
| 23 | Capital Investment Advisors#23 · 120,910 sh | 120,910 | $1.5M | — | -2.3% |
| 24 | Ethos Financial Group#24 · 111,237 sh | 111,237 | $1.4M | 0.09% | -7.4% |
| 25 | OSAIC#25 · 104,390 sh | 104,390 | $1.3M | <0.01% | -22.8% |
| 26 | Lido Advisors#26 · 98,519 sh | 98,519 | $1.2M | <0.01% | +40.7% |
| 27 | Kestra Advisory Services#27 · 67,456 sh | 67,456 | $842.5K | <0.01% | +39.5% |
| 28 | Gridiron Partners#28 · 62,941 sh | 62,941 | $786.1K | — | New |
| 29 | Cetera Investment Advisers#29 · 60,424 sh | 60,424 | $754.7K | <0.01% | +15.1% |
| 30 | Peregrine Asset Advisers#30 · 57,520 sh | 57,520 | $718.4K | 0.16% | -1.7% |
| 31 | WEALTH ALLIANCE#31 · 54,647 sh | 54,647 | $682.5K | 0.06% | +1.4% |
| 32 | Janney Montgomery Scott#32 · 53,411 sh | 53,411 | $667.0K | <0.01% | +28.1% |
| 33 | Smith Asset Management#33 · 53,354 sh | 53,354 | $666.4K | — | -3.1% |
| 34 | READYSTATE ASSET MANAGEMENT#34 · 51,402 sh | 51,402 | $642.0K | <0.01% | New |
| 35 | NewEdge Advisors#35 · 41,629 sh | 41,629 | $519.9K | <0.01% | New |
| 36 | NBC SECURITIES#36 · 41,027 sh | 41,027 | $512.4K | — | +14.6% |
| 37 | SHUFRO ROSE#37 · 34,150 sh | 34,150 | $426.5K | 0.02% | 0.0% |
| 38 | Rockefeller Capital Management L.P.#38 · 32,600 sh | 32,600 | $407.2K | <0.01% | -2.0% |
| 39 | AMERIPRISE FINANCIAL#39 · 31,296 sh | 31,296 | $390.9K | <0.01% | -22.1% |
| 40 | Virtus Investment Advisers#40 · 28,365 sh | 28,365 | $354.3K | 0.08% | -8.3% |
| 41 | ORLEANS CAPITAL MANAGEMENT#41 · 27,300 sh | 27,300 | $341.0K | 0.18% | 0.0% |
| 42 | BTG Pactual Asset Management US#42 · 27,230 sh | 27,230 | $340.1K | 0.02% | 0.0% |
| 43 | Integrated Wealth Concepts#43 · 26,501 sh | 26,501 | $331.0K | <0.01% | New |
| 44 | Cambridge Investment Research Advisors#44 · 26,017 sh | 26,017 | $325.0K | <0.01% | -6.5% |
| 45 | Almitas Capital#45 · 23,822 sh | 23,822 | $297.5K | 0.07% | New |
| 46 | IMC-Chicago#46 · 23,715 sh | 23,715 | $296.2K | <0.01% | New |
| 47 | Marex Group plc#47 · 20,328 sh | 20,328 | $253.9K | <0.01% | New |
| 48 | NOMURA#48 · 19,100 sh | 19,100 | $238.6K | <0.01% | New |
| 49 | Pointe Capital Management#49 · 19,063 sh | 19,063 | $238.1K | 0.11% | -25.7% |
| 50 | MAI Capital Management#50 · 18,393 sh | 18,393 | $229.7K | <0.01% | +16.3% |
| 51 | Beacon Pointe Advisors#51 · 18,257 sh | 18,257 | $228.0K | <0.01% | -14.8% |
| 52 | Prospera Financial Services#52 · 17,489 sh | 17,489 | $218.6K | <0.01% | +3.3% |
| 53 | MML INVESTORS SERVICES#53 · 17,034 sh | 17,034 | $212.8K | <0.01% | +1.2% |
| 54 | Marin Bay Wealth Advisors#54 · 16,599 sh | 16,599 | $207.3K | 0.11% | +2.5% |
| 55 | Fortitude Advisory Group L.L.C.#55 · 16,477 sh | 16,477 | $205.8K | — | +10.9% |
| 56 | Pathstone#56 · 15,656 sh | 15,656 | $195.5K | <0.01% | +2.7% |
| 57 | XTX Topco Ltd#57 · 14,747 sh | 14,747 | $184.2K | <0.01% | -56.7% |
| 58 | Concurrent Investment Advisors#58 · 13,251 sh | 13,251 | $165.5K | — | +2.2% |
| 59 | Samalin Investment Counsel#59 · 12,742 sh | 12,742 | $159.1K | — | +2.4% |
| 60 | ProVise Management Group#60 · 12,238 sh | 12,238 | $152.9K | 0.01% | -0.6% |
| 61 | JANE STREET GROUP#61 · 12,120 sh | 12,120 | $151.4K | 0.00% | -61.7% |
| 62 | FIFTH THIRD BANCORP#62 · 11,902 sh | 11,902 | $148.7K | <0.01% | -15.3% |
| 63 | StoneX Group#63 · 10,498 sh | 10,498 | $131.3K | <0.01% | New |
| 64 | IHT Wealth Management#64 · 10,460 sh | 10,460 | $130.6K | <0.01% | -48.8% |
| 65 | MAIMON WEALTH MANAGEMENT LTD.#65 · 10,000 sh | 10,000 | $124.9K | 0.10% | 0.0% |
| 66 | Leonteq Securities AG#66 · 8,000 sh | 8,000 | $99.9K | <0.01% | +33.3% |
| 67 | HOLLENCREST SECURITIES#67 · 3,500 sh | 3,500 | $43.7K | <0.01% | 0.0% |
| 68 | IFP Advisors#68 · 2,664 sh | 2,664 | $33.3K | — | +2.4% |
| 69 | Allworth Financial#69 · 2,179 sh | 2,179 | $27.2K | <0.01% | +0.8% |
| 70 | BARTLETT & WEALTH MANAGEMENT#70 · 1,900 sh | 1,900 | $23.7K | <0.01% | 0.0% |
| 71 | Bogart Wealth#71 · 1,618 sh | 1,618 | $20.2K | <0.01% | 0.0% |
| 72 | Steward Partners Investment Advisory#72 · 1,526 sh | 1,526 | $19.1K | <0.01% | 0.0% |
| 73 | Crews Bank#73 · 1,350 sh | 1,350 | $16.9K | <0.01% | 0.0% |
| 74 | Ronald Blue#74 · 1,309 sh | 1,309 | $16.4K | — | 0.0% |
| 75 | BNP PARIBAS FINANCIAL MARKETS#75 · 1,229 sh | 1,229 | $15.3K | 0.00% | +122.2% |
| 76 | LifeSteps Financial#76 · 1,000 sh | 1,000 | $12.5K | — | New |
| 77 | Farther Finance Advisors#77 · 848 sh | 848 | $10.6K | — | 0.0% |
| 78 | Global Retirement Partners#78 · 649 sh | 649 | $8.1K | <0.01% | — |
| 79 | North Star Investment Management#79 · 500 sh | 500 | $6.2K | <0.01% | 0.0% |
| 80 | Moisand Fitzgerald Tamayo#80 · 500 sh | 500 | $6.2K | — | 0.0% |
| 81 | HIGHLINE WEALTH PARTNERS#81 · 300 sh | 300 | $3.7K | — | 0.0% |
| 82 | Pinnacle Wealth Planning Services#82 · 225 sh | 225 | $2.8K | <0.01% | New |
| 83 | HARBOUR INVESTMENTS#83 · 190 sh | 190 | $2.4K | 0.00% | 0.0% |
| 84 | HOEY INVESTMENTS#84 · 171 sh | 171 | $2.1K | <0.01% | 0.0% |
| 85 | WPG Advisers#85 · 98 sh | 98 | $1.2K | <0.01% | New |
Funds that sold out of BLW in Q2 2026 (9)
Held BLW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CENTRAL23,000 sh | 23,000 | $289.6K |
| Annex Advisory Services15,407 sh | 15,407 | $194.0K |
| Walsh & Associates11,000 sh | 11,000 | $138.5K |
| Focus Partners Wealth10,168 sh | 10,168 | $128.0K |
| Shay Capital10,000 sh | 10,000 | $125.9K |
| Osbon Capital Management260 sh | 260 | $3.3K |
| Western Wealth Management202 sh | 202 | $2.5K |
| Advisory Services Network59 sh | 59 | $746.00 |
| Clear Street Group1 sh | 1 | $13.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.