Who Owns Blackrock Limited Duration Income Trust (BLW)?Hedge Fund & Institutional Holders

$13.06-0.19 (-1.43%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.30001100090009e+160T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$12.75$13.20$13.65$14.10$14.55Aug 24Jun 25Mar 26

BLW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Blue Zone Wealth Advisors, LLCNew Position+273K+$3.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+157K+$2.0M
Capital Investment Advisors, LLCNew Position+142K+$1.9M
Ethos Financial Group, LLCNew Position+120K+$1.6M
Peregrine Asset Advisers, Inc.New Position+59K+$804K
Smith Asset Management Co., LLCNew Position+54K+$748K
Jackson Hole Capital Partners, LLCNew Position+28K+$380K
WOLVERINE ASSET MANAGEMENT LLCNew Position+25K+$338K
Waterfront Wealth Inc.New Position+20K+$279K
Annex Advisory Services, LLCNew Position+15K+$211K
Fortitude Advisory Group L.L.C.New Position+15K+$204K
Concurrent Investment Advisors, LLCNew Position+13K+$178K
DELTA FINANCIAL ADVISORS LLCNew Position+13K+$174K
Samalin Investment Counsel, LLCNew Position+12K+$167K
Bogart Wealth, LLCNew Position+2K+$22K

BLW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-23K-$14.0B
GUGGENHEIM CAPITAL LLCDecreased-82K-$11.2B
Invesco Ltd.Decreased-19K-$4.7B
LPL Financial LLCDecreased-4K-$2.3B
PRINCIPAL SECURITIES, INC.Decreased-5K-$2.3B
NewEdge Wealth, LLCDecreased-17K-$2.0B
Jefferies Financial Group Inc.Decreased-5K-$1.9B
Cetera Investment AdvisersDecreased-16K-$952.9M
WEALTH ALLIANCE, LLCDecreased-4K-$776.0M
Virtus Investment Advisers, LLCDecreased-15K-$712.2M
NewEdge Advisors, LLCDecreased-150-$656.7M
COMERICA BANKDecreased-4K-$646.3M
AMERIPRISE FINANCIAL INCDecreased-1K-$393.5M
ORLEANS CAPITAL MANAGEMENT CORP/LADecreased-200-$384.6M
Beacon Pointe Advisors, LLCDecreased-4K-$356.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY4,592,606$63.0M0.00%Share
2WELLS FARGO & COMPANY/MN855,428$11.0M0.00%Share
3GUGGENHEIM CAPITAL LLC715,193$9.0M0.06%Share
4UBS Group AG655,054$9.0M0.00%Share
5COHEN & STEERS, INC.371,801$5.1M0.01%Share
6Invesco Ltd.318,678$4.4M0.00%Share
7Blue Zone Wealth Advisors, LLC272,696$3.7M0.72%Share
8BANK OF AMERICA CORP /DE/240,208$3.0M0.00%Share
9Venture Visionary Partners LLC267,792$3.0M0.10%Share
10PRINCIPAL SECURITIES, INC.158,067$2.0M0.03%Share
11ENVESTNET ASSET MANAGEMENT INC157,180$2.0M0.00%Share
12LPL Financial LLC161,738$2.0M0.00%Share
13Fiera Capital Corp153,453$2.0M0.01%Share
14ROYAL BANK OF CANADA175,971$2.0M0.00%Share
15Capital Investment Advisors, LLC141,599$1.9M0.03%Share
16NewEdge Wealth, LLC124,574$1.7M0.02%Share
17Ethos Financial Group, LLC120,088$1.6M0.12%Share
18NBC SECURITIES, INC.78,990$1.1M0.08%Share
19RAYMOND JAMES FINANCIAL INC130,696$1.0M0.00%Share
20Baird Financial Group, Inc.138,730$1.0M0.00%Share
21WELLS FARGO & COMPANY/MN126,268$1.0M0.00%Share
22Jefferies Financial Group Inc.129,524$1.0M0.01%Share
23OSAIC HOLDINGS, INC.134,425$1.0M0.00%Share
24RAYMOND JAMES FINANCIAL INC142,758$1.0M0.00%Share
25Verity Asset Management, Inc.58,846$808K0.35%Share
26Peregrine Asset Advisers, Inc.58,520$804K0.23%Share
27Smith Asset Management Co., LLC54,494$748K0.62%Share
28WEALTH ALLIANCE, LLC51,858$712K0.07%Share
29COMERICA BANK42,679$586K0.00%Share
30UBS Group AG40,658$558K0.00%Share
31Virtus Investment Advisers, LLC35,876$492K0.13%Share
32SHUFRO ROSE & CO LLC34,150$469K0.03%Share
33Jackson Hole Capital Partners, LLC27,688$380K0.07%Share
34ORLEANS CAPITAL MANAGEMENT CORP/LA27,300$375K0.23%Share
35Pointe Capital Management LLC25,765$354K0.18%Share
36WOLVERINE ASSET MANAGEMENT LLC24,634$338K0.00%Share
37Waterfront Wealth Inc.20,295$279K0.05%Share
38Annex Advisory Services, LLC15,407$211K0.00%Share
39U.S. Capital Wealth Advisors, LLC14,891$204K0.01%Share
40Fortitude Advisory Group L.L.C.14,853$204K0.09%Share
41Concurrent Investment Advisors, LLC12,915$177K0.00%Share
42DELTA FINANCIAL ADVISORS LLC12,700$174K0.05%Share
43ProVise Management Group, LLC12,668$174K0.01%Share
44Samalin Investment Counsel, LLC12,170$167K0.06%Share
45Allworth Financial LP2,146$29K0.00%Share
46BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26K0.00%Share
47UBS Group AG1,730$23K0.00%Share
48Bogart Wealth, LLC1,618$22K0.00%Share
49Crews Bank & Trust1,350$18K0.00%Share
50Blue Trust, Inc.1,309$17K0.00%Share

BLW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$142.0M+21
Q3 202558$140.5B-11
Q2 202569$77.5B-9
Q1 202578$159.0B+12
Q4 202466$6.3T+14
Q3 202452$110.9T-1
Q2 202453$105.7T+4
Q1 202449$103.4T—

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As of Q4 2025, 50 institutional investors hold BLW (Blackrock Limited Duration Income Trust). The largest holder is MORGAN STANLEY with $63.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BLW?

As of Q4 2025, 50 institutional investors report holding BLW (Blackrock Limited Duration Income Trust) in their 13F filings.

Who is the largest institutional holder of BLW?

The largest institutional holder of BLW is MORGAN STANLEY with $63.0M in shares.

Is institutional ownership of BLW increasing or decreasing?

This quarter, 15 institutions opened new positions in BLW and 0 closed their positions.