Q3 2025 13F Holders as of 9/30/2025
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Type / Class
-
Equity / COM SHS
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Number of holders
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9
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Total 13F shares, excl. options
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738K
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Shares change
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-258K
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Total reported value, excl. options
-
$8.62M
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Value change
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-$3.62M
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Number of buys
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4
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Number of sells
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-1
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Price
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$14.00
Significant Holders of BLACKROCK Ltd DURATION INCOME TRUST - COM SHS (BLW) as of Q3 2025
9 filings reported holding BLW - BLACKROCK Ltd DURATION INCOME TRUST - COM SHS as of Q3 2025.
BLACKROCK Ltd DURATION INCOME TRUST - COM SHS (BLW) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 738K shares
.
Largest 9 shareholders include Blue Zone Wealth Advisors, LLC (333K shares), Venture Visionary Partners LLC (242K shares), Gridiron Partners, LLC (128K shares), Annex Advisory Services, LLC (15.4K shares), U.S. Capital Wealth Advisors, LLC (14.4K shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (1.9K shares), Blue Trust, Inc. (1.31K shares), Farther Finance Advisors, LLC (848 shares), and HIGHLINE WEALTH PARTNERS LLC (300 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.