BlackRock Ltd. Durat Inc. TRBLW

13F holders, Q1 2025 (March 31)
77holders +1
5new positions
3sold out
$14.14avg. 13F price*

At the end of Q1 2025, 77 institutions reported holding BlackRock Ltd. Durat Inc. TR (BLW) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($63.8M), Wells Fargo & Company ($14.0M) and Guggenheim Capital LLC ($10.8M).

Company
BlackRock Ltd. Durat Inc. TR
CUSIP
09249W101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 79Q1 2024Q2 2024: 78Q2 2024Q3 2024: 77Q3 2024Q4 2024: 76Q4 2024Q1 2025: 77Q1 2025Q2 2025: 77Q2 2025Q3 2025: 85Q3 2025Q4 2025: 81Q4 2025Q1 2026: 82Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$3.2M
Exits3$741K

All 13F filers, Q4 2024 → Q1 2025: 1,099,701 shares bought and 286,981 shares sold, net +812,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Reduce -2.0% 4,508,881 $63.8M
Wells Fargo & Company 0.00% Add +6.9% 989,071 $14.0M
Guggenheim Capital LLC 0.10% Add +14.1% 760,828 $10.8M
UBS Group AG 0.00% Add +5.4% 607,394 $8.6M
Venture Visionary Partners LLC 0.28% Add +3956.3% 469,432 $6.6M
Cohen & Steers, Inc. 0.01% No change 371,801 $5.3M
Invesco Ltd. 0.00% Reduce -3.8% 329,756 $4.7M
Blue Zone Wealth Advisors, LLC 1.19% Add +16.8% 301,626 $4.3M
Bank of America Corp. 0.00% Add +4.4% 263,482 $3.7M
Raymond James Financial Inc. 0.00% Reduce -12.3% 242,041 $3.4M
Principal Securities, Inc. 0.07% No change 212,931 $3.0M
GraniteShares Advisors LLC 1.68% Add +6.5% 186,017 $2.6M
Royal Bank of Canada 0.00% Reduce -7.2% 163,741 $2.3M
Capital Investment Advisors, LLC 0.04% Reduce -10.3% 159,765 $2.3M
Ethos Financial Group, LLC 0.21% New 158,183 $2.2M
LPL Financial LLC 0.00% Add +35.1% 154,586 $2.2M
Jefferies Financial Group Inc. 0.04% Reduce -20.1% 146,068 $2.1M
Envestnet Asset Management Inc. 0.00% Add +9.5% 140,460 $2.0M
Baird Financial Group, Inc. 0.00% Add +1.5% 128,203 $1.8M
Fiera Capital Corp 0.01% No change 114,590 $1.6M
Osaic Holdings, Inc. 0.00% Add +28.0% 110,143 $1.6M
Cura Wealth Advisors, LLC 0.54% Reduce -5.0% 95,238 $1.3M
Obsidian Cio, LLC 0.16% Add +83.5% 68,727 $972K
Virtus Investment Advisers, LLC 0.25% New 64,879 $917K
Lanark Financial, Inc. 0.07% — 61,545 $870K
Cetera Investment Advisers 0.00% Add +2.5% 59,774 $845K
Peregrine Asset Advisers, Inc. 0.31% Add +0.2% 58,970 $834K
Verity Asset Management, Inc. 0.31% Add +0.9% 54,677 $773K
Wealth Alliance, LLC 0.09% Reduce -5.3% 54,612 $772K
Smith Asset Management Co., LLC 0.71% Add +0.6% 53,006 $750K
Comerica Bank 0.00% Add +21.8% 47,357 $670K
NewEdge Advisors, LLC 0.00% Reduce -0.2% 46,460 $657K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.2% 44,806 $634K
Orleans Capital Management Corp. 0.34% No change 40,500 $573K
BTG Pactual Asset Management US LLC 0.07% Reduce -12.6% 37,630 $532K
Commonwealth Equity Services, LLC 0.00% Reduce -1.7% 36,127 $511K
Round Rock Advisors LLC 0.09% Add +151.5% 33,832 $478K
Waterfront Wealth Inc. 0.11% Reduce -19.9% 30,887 $437K
Consolidated Portfolio Review Corp 0.06% Add +0.9% 27,971 $396K
Janney Montgomery Scott LLC 0.00% Add +43.2% 26,736 $378K
Pointe Capital Management LLC 0.22% No change 26,565 $376K
Shufro Rose & Co. LLC 0.03% No change 25,900 $366K
Beacon Pointe Advisors, LLC 0.00% Add +58.7% 21,360 $302K
US Bancorp \de 0.00% No change 19,900 $281K
Ameriprise Financial Inc. 0.00% Add +6.8% 18,807 $266K
MML Investors Services, LLC 0.00% Add +1.0% 15,633 $221K
Concurrent Investment Advisors, LLC 0.01% Add +0.6% 15,578 $220K
Annex Advisory Services, LLC 0.01% No change 15,407 $218K
MAI Capital Management 0.00% Add +0.7% 15,370 $217K
Prospera Financial Services Inc 0.00% Add +7.6% 15,120 $214K
Fortitude Advisory Group L.L.C. 0.14% No change 14,853 $198K
Pathstone Holdings, LLC 0.00% Add +1.6% 13,833 $196K
ProVise Management Group, LLC 0.02% Reduce -3.3% 13,818 $195K
Stifel Financial Corp. 0.00% Reduce -22.0% 12,459 $176K
Samalin Investment Counsel, LLC 0.07% Add +2.2% 11,863 $168K
Kestra Advisory Services, LLC 0.00% Add +4.1% 11,842 $167K
Atria Wealth Solutions, Inc. 0.00% No change 11,700 $165K
WMG Financial Advisors, LLC 0.06% No change 10,575 $150K
Papamarkou Wellner Asset Management inc. 0.10% No change 10,000 $140K
Hollencrest Capital Management 0.00% No change 3,500 $49K
Cullen/Frost Bankers, Inc. 0.00% No change 3,492 $49K
CoreCap Advisors, LLC 0.00% Reduce -28.5% 3,326 $47K
PNC Financial Services Group, Inc. 0.00% Add +2.4% 2,792 $39K
IFP Advisors, Inc 0.00% Add +2.1% 2,389 $34K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,900 $27K
Bogart Wealth, LLC 0.00% No change 1,618 $23K
Montag A & Associates Inc. 0.00% No change 1,410 $20K
Crews Bank & Trust 0.00% New 1,350 $19K
Blue Trust, Inc. 0.00% Add +2.4% 1,309 $19K
Allworth Financial LP 0.00% Add +1.1% 1,292 $18K
Missouri Trust & Investment Co 0.01% Add +2.4% 1,204 $17K
Geneos Wealth Management Inc. 0.00% New 991 $14K
Elequin Capital, LP 0.00% New 632 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 500 $7K
North Star Investment Management Corp. 0.00% No change 500 $7K
Harbour Investments, Inc. 0.00% No change 190 $3K
Hoey Investments, Inc. 0.00% No change 171 $2K

"% of holder's portfolio" is BLW's weight in each manager's 13F, not the share of BlackRock Ltd. Durat Inc. TR the manager owns.