BLW Institutional Ownership & Shareholders
BLACKROCK LTD DURAT INC TR (BLW) is currently held by 88 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $147.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BLW tracked by InsiderSet, reporting ownership valued at approximately $51.00M in its June 30, 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 $47.41M, representing an estimated loss of -7.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
88
Total Reported Value
$147.07M
Largest Holder
Morgan Stanley
Largest Position
$51.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
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% | 4,083,624 | $51,004,477 | $47,410,875 | -$3,593,602 | -7.05% | |
| Wells Fargo & Company/Mn | 0.00% | 1,007,843 | $12,587,955 | $11,701,057 | -$886,898 | -7.05% | |
| Ubs Group Ag | 0.00% | 606,131 | $7,570,576 | $7,037,181 | -$533,395 | -7.05% | |
| Guggenheim Capital Llc | 0.04% | 520,486 | $6,500,871 | $6,042,842 | -$458,029 | -7.05% | |
| Invesco Ltd. | 0.00% | 384,488 | $4,802,255 | $4,463,906 | -$338,349 | -7.05% | |
| Cohen & Steers, Inc. | 0.01% | 371,801 | $4,644,000 | $4,316,610 | -$327,390 | -7.05% | |
| Shaker Financial Services, Llc | 1.32% | 348,687 | $4,006,414 | $4,048,256 | +$41,842 | +1.04% | |
| Sit Investment Associates Inc | 0.07% | 289,494 | $3,616,000 | $3,361,025 | -$254,975 | -7.05% | |
| Raymond James Financial Inc | 0.00% | 284,146 | $3,548,989 | $3,298,935 | -$250,054 | -7.05% | |
| Venture Visionary Partners Llc | 0.09% | 291,592 | $3,350,396 | $3,385,383 | +$34,987 | +1.04% | |
| Advisors Asset Management, Inc. | 0.04% | 164,285 | $2,768,203 | $1,907,349 | -$860,854 | -31.10% | |
| Envestnet Asset Management Inc | 0.00% | 204,454 | $2,553,633 | $2,373,711 | -$179,922 | -7.05% | |
| Royal Bank Of Canada | 0.00% | 191,191 | $2,388,000 | $2,219,728 | -$168,272 | -7.05% | |
| Principal Securities, Inc. | 0.03% | 182,218 | $2,275,903 | $2,115,551 | -$160,352 | -7.05% | |
| Bank Of America Corp | 0.00% | 178,861 | $2,233,973 | $2,076,576 | -$157,397 | -7.05% | |
| Lpl Financial Llc | 0.00% | 171,532 | $2,142,437 | $1,991,487 | -$150,950 | -7.05% | |
| Waterfront Wealth Inc. | 0.31% | 156,398 | $1,994,078 | $1,815,781 | -$178,297 | -8.94% | |
| Fiera Capital Corp | 0.01% | 151,570 | $1,893,109 | $1,759,728 | -$133,381 | -7.05% | |
| Landscape Capital Management, L.L.C. | 0.12% | 147,340 | $1,840,276 | $1,710,617 | -$129,659 | -7.05% | |
| Blue Zone Wealth Advisors, Llc | 0.28% | 154,623 | $1,776,618 | $1,795,173 | +$18,555 | +1.04% | |
| Baird Financial Group, Inc. | 0.00% | 138,427 | $1,728,953 | $1,607,137 | -$121,816 | -7.05% | |
| Jefferies Financial Group Inc. | 0.01% | 129,856 | $1,621,901 | $1,507,628 | -$114,273 | -7.05% | |
| Ethos Financial Group, Llc | 0.09% | 111,237 | $1,389,350 | $1,291,462 | -$97,888 | -7.05% | |
| Capital Investment Advisors, Llc | 0.02% | 118,555 | $1,362,200 | $1,376,424 | +$14,224 | +1.04% | |
| Osaic Holdings, Inc. | 0.00% | 104,390 | $1,303,844 | $1,211,968 | -$91,876 | -7.05% | |
| Lido Advisors, Llc | 0.00% | 98,519 | $1,230,504 | $1,143,806 | -$86,698 | -7.05% | |
| Kestra Advisory Services, Llc | 0.00% | 70,542 | $810,533 | $818,993 | +$8,460 | +1.04% | |
| Cetera Investment Advisers | 0.00% | 60,424 | $754,693 | $701,523 | -$53,170 | -7.05% | |
| Gridiron Partners, Llc | 0.36% | 62,941 | $723,192 | $730,745 | +$7,553 | +1.04% | |
| Peregrine Asset Advisers, Inc. | 0.16% | 57,520 | $718,425 | $667,807 | -$50,618 | -7.05% | |
| Wealth Alliance, Llc | 0.06% | 54,647 | $682,546 | $634,452 | -$48,094 | -7.05% | |
| Janney Montgomery Scott Llc | 0.00% | 53,411 | $667,000 | $620,102 | -$46,898 | -7.03% | |
| Readystate Asset Management Lp | 0.03% | 51,402 | $642,011 | $596,777 | -$45,234 | -7.05% | |
| Smith Asset Management Co., Llc | 0.49% | 52,680 | $605,293 | $611,615 | +$6,322 | +1.04% | |
| Newedge Advisors, Llc | 0.00% | 41,629 | $519,940 | $483,313 | -$36,627 | -7.04% | |
| Nbc Securities, Inc. | 0.03% | 44,672 | $513,283 | $518,642 | +$5,359 | +1.04% | |
| Jackson Hole Capital Partners, Llc | 0.07% | 34,570 | $435,236 | $401,358 | -$33,878 | -7.78% | |
| Shufro Rose & Co Llc | 0.02% | 34,150 | $426,534 | $396,482 | -$30,053 | -7.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,600 | $407,175 | $378,486 | -$28,689 | -7.05% | |
| Ameriprise Financial Inc | 0.00% | 31,296 | $390,881 | $363,347 | -$27,534 | -7.04% | |
| Wolverine Asset Management Llc | 0.00% | 30,836 | $354,306 | $358,006 | +$3,700 | +1.04% | |
| Virtus Investment Advisers, Llc | 0.08% | 28,365 | $354,279 | $329,318 | -$24,961 | -7.05% | |
| Orleans Capital Management Corp/La | 0.18% | 27,300 | $340,977 | $316,953 | -$24,024 | -7.05% | |
| Btg Pactual Asset Management Us Llc | 0.03% | 27,230 | $340,103 | $316,140 | -$23,963 | -7.05% | |
| Integrated Wealth Concepts Llc | 0.00% | 26,459 | $330,469 | $307,189 | -$23,280 | -7.04% | |
| Almitas Capital Llc | 0.07% | 23,822 | $297,537 | $276,573 | -$20,964 | -7.05% | |
| Imc-Chicago, Llc | 0.00% | 23,715 | $296,200 | $275,331 | -$20,869 | -7.05% | |
| Fortitude Advisory Group L.L.C. | 0.11% | 24,421 | $280,603 | $283,528 | +$2,925 | +1.04% | |
| Marex Group Plc | 0.00% | 20,328 | $253,897 | $236,008 | -$17,889 | -7.05% | |
| Nomura Holdings Inc | 0.00% | 19,100 | $238,559 | $221,751 | -$16,808 | -7.05% |
Frequently asked questions about BLW
Who are the largest institutional holders of BLW?
The largest institutional holders of BLW reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, Guggenheim Capital Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported BLW position.
What is BLW institutional ownership?
This page tracks BLW positions reported by institutional investment managers through SEC Form 13F. BLACKROCK LTD DURAT INC TR (BLW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLW?
InsiderSet currently tracks 88 institutional managers reporting BLW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BLW shareholders.
How much BLW stock do institutions own?
Institutional investment managers disclosed approximately $147.07M in BLW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLW institutional ownership last updated?
The latest BLW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BLW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BLW position after the reporting date.
Are institutions buying or selling BLW?
Institutional buying and selling can be analyzed by comparing BLW positions across consecutive 13F reporting periods. InsiderSet's BLW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLW ownership changes.
How has BLW institutional ownership changed over time?
InsiderSet tracks BLW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.