Vault-13

BLACKROCK LTD DURATION INCOM BLW

COM SHS · Closed-End Fund · CUSIP 09249W101 · ISIN US09249W1018

85 institutional holders +3 vs Q1 2026
11,701,78111.7m shares reported held*
$146.2mreported value*
12 new 30 added 24 reduced 8 sold out net bought ≈ $9.3m (+746.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.49.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 73Q1 23: 72Q2 23: 72Q3 23: 75Q4 23: 87Q1 24: 81Q2 24: 80Q3 24: 78Q4 24: 77Q1 25: 78Q2 25: 78Q3 25: 85Q4 25: 81Q1 26: 82Q2 26: 8585Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202271
Q4 202273
Q1 202372
Q2 202372
Q3 202375
Q4 202387
Q1 202481
Q2 202480
Q3 202478
Q4 202477
Q1 202578
Q2 202578
Q3 202585
Q4 202581
Q1 202682
Q2 202685

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 34 bought or addedQ3 24: 30 cut or sold outQ4 24: 33 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 19 cut or sold outQ2 25: 33 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 31 cut or sold outQ4 25: 37 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 28 cut or sold outQ2 26: 42 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243430
Q4 20243327
Q1 20254019
Q2 20253324
Q3 20254531
Q4 20253739
Q1 20264128
Q2 20264232

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +264,494+264.5k
Shaker Financial Services, LLC Added +188,687+188.7k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +147,340+147.3k
Waterfront Wealth Inc. Added +136,443+136.4k
Gridiron Partners, LLC New +62,941+62.9k
WOLVERINE ASSET MANAGEMENT LLC Added +62,134+62.1k
Invesco Ltd. Added +58,589+58.6k
READYSTATE ASSET MANAGEMENT LP New +51,402+51.4k
ENVESTNET ASSET MANAGEMENT INC Added +38,921+38.9k
LPL Financial LLC Added +35,401+35.4k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -108,032-108.0k
MORGAN STANLEY Reduced -84,212-84.2k
BANK OF AMERICA CORP /DE/ Reduced -76,487-76.5k
UBS Group AG Reduced -33,092-33.1k
OSAIC HOLDINGS, INC. Reduced -30,747-30.7k
CENTRAL TRUST Co Sold out -23,000-23.0k
Venture Visionary Partners LLC Reduced -21,582-21.6k
JANE STREET GROUP, LLC Reduced -19,509-19.5k
XTX Topco Ltd Reduced -19,274-19.3k
WELLS FARGO & COMPANY/MN Reduced -19,044-19.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution filed 2026-05-11 10.7% 4.2m≈ $52.1m 2026-05-11

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,083,6244.1m $51.0m $51.0m 0.00% Reduced -84.2k -84,212
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,007,8431.0m $12.6m $12.6m 0.00% Reduced -19.0k -19,044
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 606,131606.1k $7.6m $7.6m 0.00% Reduced -33.1k -33,092
4 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 520,486520.5k $6.5m $6.5m 0.04% Reduced -108.0k -108,032
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 384,488384.5k $4.8m $4.8m 0.00% Added +58.6k +58,589
6 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 371,801371.8k $4.6m $4.6m 0.01% Unchanged
7 Shaker Financial Services, LLC 1.18% of their portfolio Arlington, VA 301,450301.4k $3.8m $3.8m 1.18% Added +188.7k +188,687
8 SIT INVESTMENT ASSOCIATES INC 0.07% of their portfolio Minneapolis, MN 289,494289.5k $3.6m $3.6m 0.07% Added +264.5k +264,494
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 284,146284.1k $3.5m $3.5m 0.00% Reduced -18.8k -18,758
10 Venture Visionary Partners LLC 0.10% of their portfolio Sylvania, OH 279,335279.3k $3.5m $3.5m 0.10% Reduced -21.6k -21,582
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 204,454204.5k $2.6m $2.6m 0.00% Added +38.9k +38,921
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 191,191191.2k $2.4m $2.4m 0.00% Added +10.0k +10,029
13 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 182,218182.2k $2.3m $2.3m 0.03% Added +24.5k +24,538
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 178,861178.9k $2.2m $2.2m 0.00% Reduced -76.5k -76,487
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 171,532171.5k $2.1m $2.1m 0.00% Added +35.4k +35,401
16 Blue Zone Wealth Advisors, LLC 0.36% of their portfolio LOS ANGELES, CA 162,935162.9k $2.0m $2.0m 0.36% Reduced -10.4k -10,406
17 Waterfront Wealth Inc. 0.31% of their portfolio OVERLAND PARK, KS 156,398156.4k $2.0m $2.0m 0.31% Added +136.4k +136,443
18 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 156,211156.2k $2.0m $2.0m 0.03% Added +62.1k +62,134
19 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 151,570151.6k $1.9m $1.9m 0.01% Added +5.1k +5,134
20 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.12% of their portfolio Englewood, NJ 147,340147.3k $1.8m $1.8m 0.12% New
21 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 138,427138.4k $1.7m $1.7m 0.00% Reduced -12.2k -12,169
22 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 129,856129.9k $1.6m $1.6m 0.01% Added +453 +453
23 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 120,910120.9k $1.5m $1.5m 0.02% Reduced -2.9k -2,863
24 Ethos Financial Group, LLC 0.09% of their portfolio KING OF PRUSSIA, PA 111,237111.2k $1.4m $1.4m 0.09% Reduced -8.9k -8,851
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 104,390104.4k $1.3m $1.3m 0.00% Reduced -30.7k -30,747
26 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 98,51998.5k $1.2m $1.2m 0.00% Added +28.5k +28,474
27 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 67,45667.5k $842.5k $842.5k 0.00% Added +19.1k +19,089
28 Gridiron Partners, LLC 0.41% of their portfolio Wexford, PA 62,94162.9k $786.1k $786.1k 0.41% New
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 60,42460.4k $754.7k $754.7k 0.00% Added +7.9k +7,909
30 Peregrine Asset Advisers, Inc. 0.16% of their portfolio Portland, OR 57,52057.5k $718.4k $718.4k 0.16% Reduced -1.0k -1,000
31 WEALTH ALLIANCE, LLC 0.06% of their portfolio MELLVILLE, NY 54,64754.6k $682.5k $682.5k 0.06% Added +739 +739
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 53,41153.4k $667.0k $667.0k 0.00% Added +11.7k +11,716
33 Smith Asset Management Co., LLC 0.52% of their portfolio Chiefland, FL 53,35453.4k $666.4k $666.4k 0.52% Reduced -1.7k -1,711
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 52,03452.0k $650.0k $650.0k 0.00% Added +24.2k +24,215
35 READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio CHICAGO, IL 51,40251.4k $642.0k $642.0k 0.03% New
36 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 41,62941.6k $519.9k $519.9k 0.00% Unchanged
37 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 41,02741.0k $512.4k $512.4k 0.03% Added +5.2k +5,239
38 SHUFRO ROSE & CO LLC 0.02% of their portfolio NEW YORK, NY 34,15034.1k $426.5k $426.5k 0.02% Unchanged
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,60032.6k $407.2k $407.2k 0.00% Reduced -666 -666
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,29631.3k $390.9k $390.9k 0.00% Reduced -8.9k -8,895
41 Virtus Investment Advisers, LLC 0.08% of their portfolio HARTFORD, CT 28,36528.4k $354.3k $354.3k 0.08% Reduced -2.6k -2,569
42 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.18% of their portfolio MANDEVILLE, LA 27,30027.3k $341.0k $341.0k 0.18% Unchanged
43 BTG Pactual Asset Management US LLC 0.03% of their portfolio NEW YORK, NY 27,23027.2k $340.1k $340.1k 0.03% Unchanged
44 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 26,50126.5k $331.0k $331.0k 0.00% New
45 Almitas Capital LLC 0.07% of their portfolio SANTA MONICA, CA 23,82223.8k $297.5k $297.5k 0.07% New
46 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 23,71523.7k $296.2k $296.2k 0.00% New
47 Marex Group Ltd 0.00% of their portfolio London, X0 20,32820.3k $253.9k $253.9k 0.00% New
48 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 19,10019.1k $238.6k $238.6k 0.00% New
49 Pointe Capital Management LLC 0.11% of their portfolio GROSSE POINTE FARMS, MI 19,06319.1k $238.1k $238.1k 0.11% Reduced -6.6k -6,579
50 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 18,39318.4k $229.7k $229.7k 0.00% Added +2.6k +2,580
51 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 18,25718.3k $228.0k $228.0k 0.00% Reduced -3.2k -3,180
52 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 17,48917.5k $218.6k $218.6k 0.00% Added +553 +553
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,03417.0k $212.8k $212.8k 0.00% Added +198 +198
54 Marin Bay Wealth Advisors, LLC 0.11% of their portfolio SAN ANSELMO, CA 16,59916.6k $207.3k $207.3k 0.11% Added +399 +399
55 Fortitude Advisory Group L.L.C. 0.08% of their portfolio GIG HARBOR, WA 16,47716.5k $205.8k $205.8k 0.08% Added +1.6k +1,624
56 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 15,65615.7k $195.5k $195.5k 0.00% Added +411 +411
57 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 14,74714.7k $184.2k $184.2k 0.00% Reduced -19.3k -19,274
58 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 13,25113.3k $165.5k $165.5k 0.00% Added +280 +280
59 Samalin Investment Counsel, LLC 0.05% of their portfolio CHAPPAQUA, NY 12,74212.7k $159.1k $159.1k 0.05% Added +297 +297
60 ProVise Management Group, LLC 0.01% of their portfolio CLEARWATER, FL 12,23812.2k $152.9k $152.9k 0.01% Reduced -80 -80
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,12012.1k $151.4k $151.4k 0.00% Reduced -19.5k -19,509
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,90211.9k $148.7k $148.7k 0.00% Reduced -2.2k -2,154
63 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 10,49810.5k $131.3k $131.3k 0.01% New
64 IHT Wealth Management, LLC 0.00% of their portfolio Chicago, IL 10,46010.5k $130.6k $130.6k 0.00% Reduced -10.0k -9,951
65 MAIMON WEALTH MANAGEMENT LTD. 0.10% of their portfolio RA'ANANA, L3 10,00010.0k $124.9k $124.9k 0.10% Unchanged
66 Leonteq Securities AG 0.01% of their portfolio ZURICH, V8 8,0008.0k $99.9k $99.9k 0.01% Added +2.0k +2,000
67 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 3,5003.5k $43.7k $43.7k 0.00% Unchanged
68 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,6642.7k $33.3k $33.3k 0.00% Added +62 +62
69 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1792.2k $27.2k $27.2k 0.00% Added +17 +17
70 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $23.7k $23.7k 0.00% Unchanged
71 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $20.2k $20.2k 0.00% Unchanged
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5261.5k $19.1k $19.1k 0.00% Unchanged
73 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 1,3501.4k $16.9k $16.9k 0.00% Unchanged
74 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3091.3k $16.4k $16.4k 0.00% Unchanged
75 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,2291.2k $15.3k $15.3k 0.00% Added +676 +676
76 LifeSteps Financial, Inc. 0.01% of their portfolio CLAREMONT, CA 1,0001.0k $12.5k $12.5k 0.01% New
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 848848 $10.6k $10.6k 0.00% Unchanged
78 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 649649 $8.1k $8.1k 0.00% First filing
79 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $6.2k $6.2k 0.00% Unchanged
80 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $6.2k $6.2k 0.00% Unchanged
81 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 300300 $3.7k $3.7k 0.00% Unchanged
82 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 225225 $2.8k $2.8k 0.00% New
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 190190 $2.4k $2.4k 0.00% Unchanged
84 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.1k $2.1k 0.00% Unchanged
85 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 9898 $1.2k $1.2k 0.00% New