BLACKROCK LTD DURAT INC TR (BLW) Institutional Shareholders
BLACKROCK LTD DURAT INC TR (BLW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $134.06M in BLW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BLW tracked by InsiderSet, reporting ownership valued at approximately $52.47M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $52.35M, representing an estimated loss of -0.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed BLW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and several other long-term asset managers with concentrated positions in BLACKROCK LTD DURAT INC TR (BLW).
This page ranks the largest institutional BLW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
81
Total Reported Value
$134.06M
Largest Holder
Morgan Stanley
Largest Position
$52.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 4,167,836 | $52,473,070 | $52,348,020 | -$125,050 | -0.24% | |
| Wells Fargo & Company/Mn | 0.00% | 1,026,887 | $12,928,511 | $12,897,701 | -$30,810 | -0.24% | |
| Ubs Group Ag | 0.00% | 639,223 | $8,047,817 | $8,028,641 | -$19,176 | -0.24% | |
| Guggenheim Capital Llc | 0.06% | 628,518 | $7,913,042 | $7,894,186 | -$18,856 | -0.24% | |
| Invesco Ltd. | 0.00% | 325,899 | $4,103,068 | $4,093,291 | -$9,777 | -0.24% | |
| Raymond James Financial Inc | 0.00% | 302,904 | $3,813,568 | $3,804,474 | -$9,094 | -0.24% | |
| Venture Visionary Partners Llc | 0.13% | 300,917 | $3,788,556 | $3,779,518 | -$9,038 | -0.24% | |
| Shaker Financial Services, Llc | 1.18% | 301,450 | $3,765,111 | $3,786,212 | +$21,101 | +0.56% | |
| Bank Of America Corp | 0.00% | 255,348 | $3,214,830 | $3,207,171 | -$7,659 | -0.24% | |
| Royal Bank Of Canada | 0.00% | 181,162 | $2,281,000 | $2,275,395 | -$5,605 | -0.25% | |
| Envestnet Asset Management Inc | 0.00% | 165,533 | $2,084,064 | $2,079,094 | -$4,970 | -0.24% | |
| Blue Zone Wealth Advisors, Llc | 0.36% | 162,935 | $2,035,058 | $2,046,464 | +$11,406 | +0.56% | |
| Principal Securities, Inc. | 0.03% | 157,680 | $1,985,191 | $1,980,461 | -$4,730 | -0.24% | |
| Baird Financial Group, Inc. | 0.00% | 150,596 | $1,896,004 | $1,891,486 | -$4,518 | -0.24% | |
| Fiera Capital Corp | 0.01% | 146,436 | $1,843,629 | $1,839,236 | -$4,393 | -0.24% | |
| Lpl Financial Llc | 0.00% | 136,131 | $1,713,889 | $1,709,805 | -$4,084 | -0.24% | |
| Osaic Holdings, Inc. | 0.00% | 135,137 | $1,701,385 | $1,697,321 | -$4,064 | -0.24% | |
| Ethos Financial Group, Llc | 0.12% | 120,088 | $1,650,009 | $1,508,305 | -$141,704 | -8.59% | |
| Jefferies Financial Group Inc. | 0.02% | 129,403 | $1,629,184 | $1,625,302 | -$3,882 | -0.24% | |
| Capital Investment Advisors, Llc | 0.02% | 123,773 | $1,558,308 | $1,554,589 | -$3,719 | -0.24% | |
| Wolverine Asset Management Llc | 0.02% | 94,077 | $1,184,429 | $1,181,607 | -$2,822 | -0.24% | |
| Lido Advisors, Llc | 0.00% | 70,045 | $881,866 | $879,765 | -$2,101 | -0.24% | |
| Peregrine Asset Advisers, Inc. | 0.20% | 58,520 | $736,767 | $735,011 | -$1,756 | -0.24% | |
| Wealth Alliance, Llc | 0.07% | 53,908 | $678,696 | $677,084 | -$1,612 | -0.24% | |
| Smith Asset Management Co., Llc | 0.52% | 53,354 | $666,391 | $670,126 | +$3,735 | +0.56% | |
| Cetera Investment Advisers | 0.00% | 52,515 | $661,170 | $659,588 | -$1,582 | -0.24% | |
| Kestra Advisory Services, Llc | 0.00% | 48,367 | $608,935 | $607,490 | -$1,445 | -0.24% | |
| Nbc Securities, Inc. | 0.03% | 41,027 | $512,432 | $515,299 | +$2,867 | +0.56% | |
| Ameriprise Financial Inc | 0.00% | 40,191 | $506,005 | $504,799 | -$1,206 | -0.24% | |
| Jackson Hole Capital Partners, Llc | 0.07% | 34,570 | $435,236 | $434,199 | -$1,037 | -0.24% | |
| Shufro Rose & Co Llc | 0.03% | 34,150 | $429,949 | $428,924 | -$1,025 | -0.24% | |
| Xtx Topco Ltd | 0.01% | 34,021 | $428,324 | $427,304 | -$1,020 | -0.24% | |
| Rockefeller Capital Management L.P. | 0.00% | 33,266 | $418,829 | $417,821 | -$1,008 | -0.24% | |
| Jane Street Group, Llc | 0.00% | 31,629 | $398,210 | $397,260 | -$950 | -0.24% | |
| Virtus Investment Advisers, Llc | 0.11% | 30,934 | $389,459 | $388,531 | -$928 | -0.24% | |
| Orleans Capital Management Corp/La | 0.23% | 27,300 | $343,707 | $342,888 | -$819 | -0.24% | |
| Btg Pactual Asset Management Us Llc | 0.03% | 27,230 | $342,826 | $342,009 | -$817 | -0.24% | |
| Pointe Capital Management Llc | 0.16% | 25,642 | $322,833 | $322,064 | -$769 | -0.24% | |
| Central Trust Co | 0.01% | 23,000 | $289,570 | $288,880 | -$690 | -0.24% | |
| Beacon Pointe Advisors, Llc | 0.00% | 21,437 | $269,899 | $269,249 | -$650 | -0.24% | |
| Iht Wealth Management, Llc | 0.01% | 20,411 | $256,975 | $256,362 | -$613 | -0.24% | |
| Waterfront Wealth Inc. | 0.05% | 19,955 | $251,230 | $250,635 | -$595 | -0.24% | |
| Prospera Financial Services Inc | 0.00% | 17,489 | $218,553 | $219,662 | +$1,109 | +0.51% | |
| Mml Investors Services, Llc | 0.00% | 16,836 | $211,966 | $211,460 | -$506 | -0.24% | |
| Fortitude Advisory Group L.L.C. | 0.08% | 16,477 | $205,804 | $206,951 | +$1,147 | +0.56% | |
| Marin Bay Wealth Advisors, Llc | 0.12% | 16,200 | $203,958 | $203,472 | -$486 | -0.24% | |
| Mai Capital Management | 0.00% | 15,813 | $199,091 | $198,611 | -$480 | -0.24% | |
| Pathstone Holdings, Llc | 0.00% | 15,245 | $191,935 | $191,477 | -$458 | -0.24% | |
| Fifth Third Bancorp | 0.00% | 14,056 | $176,965 | $176,543 | -$422 | -0.24% | |
| Concurrent Investment Advisors, Llc | 0.00% | 12,971 | $163,300 | $162,916 | -$384 | -0.24% |
Frequently asked questions about BLW
Who owns the most BLW stock?
The largest holders of BLW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK LTD DURAT INC TR (BLW).
Is BLW widely held by superinvestors?
Many widely followed stocks like BLW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BLW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.