Vault-13

BLACKROCK LTD DURATION INCOM BLW

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

82 institutional holders +1 vs Q4 2025
10,990,81411.0m shares reported held*
$138.5mreported value*
12 new 29 added 18 reduced 10 sold out net sold ≈ $7.7m (-609.5k 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 ≈ $12.60.

Trends to Q1 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: 8282Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 24: 30 bought or addedQ2 24: 36 cut or sold outQ3 24: 34 bought or addedQ3 24: 30 cut or sold outQ3 24Q4 24: 33 bought or addedQ4 24: 27 cut or sold outQ1 25: 40 bought or addedQ1 25: 19 cut or sold outQ1 25Q2 25: 33 bought or addedQ2 25: 24 cut or sold outQ3 25: 45 bought or addedQ3 25: 31 cut or sold outQ3 25Q4 25: 37 bought or addedQ4 25: 39 cut or sold outQ1 26: 41 bought or addedQ1 26: 28 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243036
Q3 20243430
Q4 20243327
Q1 20254019
Q2 20253324
Q3 20254531
Q4 20253739
Q1 20264128

Biggest buyers

Shaker Financial Services, LLC New +112,763+112.8k
WOLVERINE ASSET MANAGEMENT LLC Added +69,443+69.4k
WELLS FARGO & COMPANY/MN Added +45,191+45.2k
XTX Topco Ltd New +34,021+34.0k
Venture Visionary Partners LLC Added +33,125+33.1k
SIT INVESTMENT ASSOCIATES INC New +25,000+25.0k
CENTRAL TRUST Co New +23,000+23.0k
RAYMOND JAMES FINANCIAL INC Added +19,185+19.2k
Marin Bay Wealth Advisors, LLC New +16,200+16.2k
FIFTH THIRD BANCORP New +14,056+14.1k

Biggest sellers

MORGAN STANLEY Reduced -425,393-425.4k
NewEdge Wealth, LLC Sold out -124,574-124.6k
Blue Zone Wealth Advisors, LLC Reduced -99,355-99.4k
GUGGENHEIM CAPITAL LLC Reduced -86,675-86.7k
Verity Asset Management, Inc. Sold out -58,846-58.8k
UBS Group AG Reduced -58,219-58.2k
BANK OF AMERICA CORP /DE/ Reduced -52,856-52.9k
LANARK FINANCIAL, INC. Reduced -43,202-43.2k
Integrated Wealth Concepts LLC Sold out -40,451-40.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -36,255-36.3k

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 in Q1 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 in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,167,8364.2m $52.5m $52.5m 0.00% Reduced -425.4k -425,393
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,026,8871.0m $12.9m $12.9m 0.00% Added +45.2k +45,191
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 639,223639.2k $8.0m $8.0m 0.00% Reduced -58.2k -58,219
4 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 628,518628.5k $7.9m $7.9m 0.06% Reduced -86.7k -86,675
5 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 371,801371.8k $4.7m $4.7m 0.01% Unchanged
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 325,899325.9k $4.1m $4.1m 0.00% Added +7.2k +7,221
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 302,904302.9k $3.8m $3.8m 0.00% Added +19.2k +19,185
8 Venture Visionary Partners LLC 0.13% of their portfolio Sylvania, OH 300,917300.9k $3.8m $3.8m 0.13% Added +33.1k +33,125
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 255,348255.3k $3.2m $3.2m 0.00% Reduced -52.9k -52,856
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 181,162181.2k $2.3m $2.3m 0.00% Added +5.2k +5,191
11 Blue Zone Wealth Advisors, LLC 0.44% of their portfolio LOS ANGELES, CA 173,341173.3k $2.2m $2.2m 0.44% Reduced -99.4k -99,355
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 165,533165.5k $2.1m $2.1m 0.00% Added +8.4k +8,353
13 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 157,680157.7k $2.0m $2.0m 0.03% Reduced -387 -387
14 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 150,596150.6k $1.9m $1.9m 0.00% Added +11.9k +11,866
15 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 146,436146.4k $1.8m $1.8m 0.01% Reduced -7.0k -7,017
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 136,131136.1k $1.7m $1.7m 0.00% Reduced -25.6k -25,607
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 135,137135.1k $1.7m $1.7m 0.00% Added +712 +712
18 Jefferies Financial Group Inc. 0.02% of their portfolio NEW YORK, NY 129,403129.4k $1.6m $1.6m 0.02% Reduced -121 -121
19 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 123,773123.8k $1.6m $1.6m 0.02% Reduced -17.8k -17,826
20 Ethos Financial Group, LLC 0.12% of their portfolio KING OF PRUSSIA, PA 120,088120.1k $1.7m $1.7m 0.12% Unchanged
21 Shaker Financial Services, LLC 0.49% of their portfolio Arlington, VA 112,763112.8k $1.4m $1.4m 0.49% New
22 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 94,07794.1k $1.2m $1.2m 0.02% Added +69.4k +69,443
23 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 70,04570.0k $881.9k $881.9k 0.00% Added +467 +467
24 Peregrine Asset Advisers, Inc. 0.20% of their portfolio Portland, OR 58,52058.5k $736.8k $736.8k 0.20% Unchanged
25 Smith Asset Management Co., LLC 0.59% of their portfolio Chiefland, FL 55,06555.1k $693.3k $693.3k 0.59% Added +571 +571
26 WEALTH ALLIANCE, LLC 0.07% of their portfolio MELLVILLE, NY 53,90853.9k $678.7k $678.7k 0.07% Added +2.0k +2,050
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 52,51552.5k $661.2k $661.2k 0.00% Added +822 +822
28 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 48,36748.4k $608.9k $608.9k 0.00% Added +10.5k +10,452
29 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,69541.7k $525.0k $525.0k 0.00% Added +850 +850
30 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 41,62941.6k $524.1k $524.1k 0.00% Reduced -5.1k -5,126
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,19140.2k $506.0k $506.0k 0.00% Added +13.1k +13,089
32 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 35,78835.8k $450.6k $450.6k 0.03% Reduced -43.2k -43,202
33 Jackson Hole Capital Partners, LLC 0.07% of their portfolio TULSA, OK 34,57034.6k $435.2k $435.2k 0.07% Added +6.9k +6,882
34 SHUFRO ROSE & CO LLC 0.03% of their portfolio NEW YORK, NY 34,15034.1k $429.9k $429.9k 0.03% Unchanged
35 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 34,02134.0k $428.3k $428.3k 0.01% New
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 33,26633.3k $418.8k $418.8k 0.00% Added +562 +562
37 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,62931.6k $398.2k $398.2k 0.00% Added +7.3k +7,279
38 Virtus Investment Advisers, LLC 0.11% of their portfolio HARTFORD, CT 30,93430.9k $389.5k $389.5k 0.11% Reduced -4.9k -4,942
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,81927.8k $350.0k $350.0k 0.00% Reduced -2.3k -2,326
40 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.23% of their portfolio MANDEVILLE, LA 27,30027.3k $343.7k $343.7k 0.23% Unchanged
41 BTG Pactual Asset Management US LLC 0.03% of their portfolio NEW YORK, NY 27,23027.2k $342.8k $342.8k 0.03% Added +6.7k +6,652
42 Pointe Capital Management LLC 0.16% of their portfolio GROSSE POINTE FARMS, MI 25,64225.6k $322.8k $322.8k 0.16% Reduced -123 -123
43 SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio Minneapolis, MN 25,00025.0k $315.0k $315.0k 0.01% New
44 CENTRAL TRUST Co 0.01% of their portfolio JEFFERSON CITY, MO 23,00023.0k $289.6k $289.6k 0.01% New
45 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 21,43721.4k $269.9k $269.9k 0.00% Unchanged
46 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 20,41120.4k $257.0k $257.0k 0.01% Added +4.0k +4,045
47 Waterfront Wealth Inc. 0.05% of their portfolio OVERLAND PARK, KS 19,95520.0k $251.2k $251.2k 0.05% Reduced -340 -340
48 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 16,93616.9k $213.3k $213.3k 0.00% Added +1.7k +1,655
49 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,83616.8k $212.0k $212.0k 0.00% Added +567 +567
50 Marin Bay Wealth Advisors, LLC 0.12% of their portfolio SAN ANSELMO, CA 16,20016.2k $204.0k $204.0k 0.12% New
51 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 15,81315.8k $199.1k $199.1k 0.00% Added +120 +120
52 Annex Advisory Services, LLC 0.00% of their portfolio BROOKFIELD, WI 15,40715.4k $194.0k $194.0k 0.00% Unchanged
53 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 15,24515.2k $191.9k $191.9k 0.00% Added +370 +370
54 Fortitude Advisory Group L.L.C. 0.08% of their portfolio GIG HARBOR, WA 14,85314.9k $187.0k $187.0k 0.08% Unchanged
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,05614.1k $177.0k $177.0k 0.00% New
56 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 12,97113.0k $163.3k $163.3k 0.00% Reduced -68 -68
57 Samalin Investment Counsel, LLC 0.06% of their portfolio CHAPPAQUA, NY 12,44512.4k $156.7k $156.7k 0.06% Added +275 +275
58 ProVise Management Group, LLC 0.01% of their portfolio CLEARWATER, FL 12,31812.3k $155.1k $155.1k 0.01% Reduced -350 -350
59 Walsh & Associates, LLC 0.14% of their portfolio SARASOTA, FL 11,00011.0k $138.5k $138.5k 0.14% Unchanged
60 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,16810.2k $128.0k $128.0k 0.00% New
61 Shay Capital LLC 0.02% of their portfolio NEW YORK, NY 10,00010.0k $125.9k $125.9k 0.02% New
62 MAIMON WEALTH MANAGEMENT LTD. 0.11% of their portfolio RA'ANANA, L3 10,00010.0k $121.6k $121.6k 0.11% Unchanged
63 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 6,0006.0k $75.4k $75.4k 0.00% New
64 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 3,5003.5k $44.1k $44.1k 0.00% Unchanged
65 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,6022.6k $32.8k $32.8k 0.00% Added +58 +58
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1622.2k $27.2k $27.2k 0.00% Added +16 +16
67 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $24.2k $24.2k 0.00% Unchanged
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,6771.7k $21.1k $21.1k 0.00% Added +1.6k +1,650
69 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $20.4k $20.4k 0.00% Unchanged
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5261.5k $19.2k $19.2k 0.00% Unchanged
71 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 1,3501.4k $17.0k $17.0k 0.00% Unchanged
72 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3091.3k $16.5k $16.5k 0.00% Unchanged
73 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 848848 $10.7k $10.7k 0.00% Unchanged
74 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 553553 $7.0k $7.0k 0.00% Unchanged
75 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $6.3k $6.3k 0.00% Unchanged
76 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $6.3k $6.3k 0.00% Unchanged
77 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 300300 $3.8k $3.8k 0.00% Unchanged
78 Osbon Capital Management LLC 0.00% of their portfolio BOSTON, MA 260260 $3.3k $3.3k 0.00% New
79 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 190190 $2.4k $2.4k 0.00% Unchanged
80 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.2k $2.2k 0.00% Unchanged
81 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5959 $746 $746 0.00% New
82 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 11 $13 $13 0.00% New