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 $136.84M 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 $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 $52.56M, representing an estimated gain of +3.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
86
Total Reported Value
$136.84M
Largest Holder
Morgan Stanley
Largest Position
$51.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
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 | $52,556,241 | +$1,551,764 | +3.04% | |
| Wells Fargo & Company/Mn | 0.00% | 1,007,843 | $12,587,955 | $12,970,939 | +$382,984 | +3.04% | |
| Ubs Group Ag | 0.00% | 606,131 | $7,570,576 | $7,800,906 | +$230,330 | +3.04% | |
| Guggenheim Capital Llc | 0.04% | 520,486 | $6,500,871 | $6,698,655 | +$197,784 | +3.04% | |
| Invesco Ltd. | 0.00% | 384,488 | $4,802,255 | $4,948,361 | +$146,106 | +3.04% | |
| Shaker Financial Services, Llc | 1.18% | 301,450 | $3,765,111 | $3,879,661 | +$114,550 | +3.04% | |
| Raymond James Financial Inc | 0.00% | 284,146 | $3,548,989 | $3,656,959 | +$107,970 | +3.04% | |
| Venture Visionary Partners Llc | 0.10% | 279,335 | $3,488,900 | $3,595,041 | +$106,141 | +3.04% | |
| Envestnet Asset Management Inc | 0.00% | 204,454 | $2,553,633 | $2,631,323 | +$77,690 | +3.04% | |
| Royal Bank Of Canada | 0.00% | 191,191 | $2,388,000 | $2,460,628 | +$72,628 | +3.04% | |
| Principal Securities, Inc. | 0.03% | 182,218 | $2,275,903 | $2,345,146 | +$69,243 | +3.04% | |
| Bank Of America Corp | 0.00% | 178,861 | $2,233,973 | $2,301,941 | +$67,968 | +3.04% | |
| Lpl Financial Llc | 0.00% | 171,532 | $2,142,437 | $2,207,617 | +$65,180 | +3.04% | |
| Blue Zone Wealth Advisors, Llc | 0.36% | 162,935 | $2,035,058 | $2,096,973 | +$61,915 | +3.04% | |
| Waterfront Wealth Inc. | 0.31% | 156,398 | $1,994,078 | $2,012,842 | +$18,764 | +0.94% | |
| Wolverine Asset Management Llc | 0.03% | 156,211 | $1,951,075 | $2,010,436 | +$59,361 | +3.04% | |
| Fiera Capital Corp | 0.01% | 151,570 | $1,893,109 | $1,950,706 | +$57,597 | +3.04% | |
| Landscape Capital Management, L.L.C. | 0.12% | 147,340 | $1,840,276 | $1,896,266 | +$55,990 | +3.04% | |
| Baird Financial Group, Inc. | 0.00% | 138,427 | $1,728,953 | $1,781,555 | +$52,602 | +3.04% | |
| Jefferies Financial Group Inc. | 0.02% | 129,403 | $1,629,184 | $1,665,417 | +$36,233 | +2.22% | |
| Capital Investment Advisors, Llc | 0.02% | 120,910 | $1,510,171 | $1,556,112 | +$45,941 | +3.04% | |
| Ethos Financial Group, Llc | 0.09% | 111,237 | $1,389,350 | $1,431,620 | +$42,270 | +3.04% | |
| Osaic Holdings, Inc. | 0.00% | 104,390 | $1,303,844 | $1,343,499 | +$39,655 | +3.04% | |
| Lido Advisors, Llc | 0.00% | 98,519 | $1,230,504 | $1,267,940 | +$37,436 | +3.04% | |
| Kestra Advisory Services, Llc | 0.00% | 67,456 | $842,527 | $868,159 | +$25,632 | +3.04% | |
| Gridiron Partners, Llc | 0.41% | 62,941 | $786,133 | $810,051 | +$23,918 | +3.04% | |
| Cetera Investment Advisers | 0.00% | 60,424 | $754,693 | $777,657 | +$22,964 | +3.04% | |
| Peregrine Asset Advisers, Inc. | 0.16% | 57,520 | $718,425 | $740,282 | +$21,857 | +3.04% | |
| Wealth Alliance, Llc | 0.06% | 54,647 | $682,546 | $703,307 | +$20,761 | +3.04% | |
| Smith Asset Management Co., Llc | 0.52% | 53,354 | $666,391 | $686,666 | +$20,275 | +3.04% | |
| Readystate Asset Management Lp | 0.03% | 51,402 | $642,011 | $661,544 | +$19,533 | +3.04% | |
| Newedge Advisors, Llc | 0.00% | 41,629 | $519,940 | $535,765 | +$15,825 | +3.04% | |
| Nbc Securities, Inc. | 0.03% | 41,027 | $512,432 | $528,017 | +$15,585 | +3.04% | |
| Jackson Hole Capital Partners, Llc | 0.07% | 34,570 | $435,236 | $444,916 | +$9,680 | +2.22% | |
| Shufro Rose & Co Llc | 0.02% | 34,150 | $426,534 | $439,511 | +$12,977 | +3.04% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,600 | $407,175 | $419,562 | +$12,387 | +3.04% | |
| Ameriprise Financial Inc | 0.00% | 31,296 | $390,881 | $402,780 | +$11,899 | +3.04% | |
| Virtus Investment Advisers, Llc | 0.08% | 28,365 | $354,279 | $365,058 | +$10,779 | +3.04% | |
| Orleans Capital Management Corp/La | 0.18% | 27,300 | $340,977 | $351,351 | +$10,374 | +3.04% | |
| Btg Pactual Asset Management Us Llc | 0.03% | 27,230 | $340,103 | $350,450 | +$10,347 | +3.04% | |
| Integrated Wealth Concepts Llc | 0.00% | 26,501 | $331,005 | $341,068 | +$10,063 | +3.04% | |
| Imc-Chicago, Llc | 0.00% | 23,715 | $296,200 | $305,212 | +$9,012 | +3.04% | |
| Beacon Pointe Advisors, Llc | 0.00% | 21,437 | $269,899 | $275,894 | +$5,995 | +2.22% | |
| Marex Group Plc | 0.00% | 20,328 | $253,897 | $261,621 | +$7,724 | +3.04% | |
| Nomura Holdings Inc | 0.00% | 19,100 | $238,559 | $245,817 | +$7,258 | +3.04% | |
| Pointe Capital Management Llc | 0.11% | 19,063 | $238,097 | $245,341 | +$7,244 | +3.04% | |
| Mai Capital Management | 0.00% | 18,393 | $229,723 | $236,718 | +$6,995 | +3.04% | |
| Prospera Financial Services Inc | 0.00% | 17,489 | $218,553 | $225,083 | +$6,530 | +2.99% | |
| Mml Investors Services, Llc | 0.00% | 17,034 | $212,758 | $219,228 | +$6,470 | +3.04% | |
| Marin Bay Wealth Advisors, Llc | 0.05% | 16,599 | $207,329 | $213,629 | +$6,300 | +3.04% |
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.