BlackRock Ltd. Durat Inc. TRBLW

13F holders, Q2 2025 (June 30)
77holders
3new positions
4sold out
$14.18avg. 13F price*

At the end of Q2 2025, 77 institutions reported holding BlackRock Ltd. Durat Inc. TR (BLW) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($64.7M), Wells Fargo & Company ($14.3M) and Guggenheim Capital LLC ($11.7M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$422K
Exits4$392K

All 13F filers, Q1 2025 → Q2 2025: 342,139 shares bought and 151,651 shares sold, net +190,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Add +1.3% 4,565,087 $64.7M
Wells Fargo & Company 0.00% Add +1.6% 1,005,137 $14.3M
Guggenheim Capital LLC 0.10% Add +8.5% 825,295 $11.7M
UBS Group AG 0.00% Reduce -1.8% 596,345 $8.5M
Venture Visionary Partners LLC 0.29% Add +15.0% 539,864 $7.7M
Cohen & Steers, Inc. 0.01% No change 371,801 $5.3M
Invesco Ltd. 0.00% Reduce -0.5% 328,224 $4.7M
Blue Zone Wealth Advisors, LLC 1.10% Add +2.6% 309,458 $4.4M
Bank of America Corp. 0.00% Add +6.0% 279,343 $4.0M
Raymond James Financial Inc. 0.00% Add +0.3% 242,705 $3.4M
GraniteShares Advisors LLC 1.73% Add +6.7% 198,414 $2.8M
Principal Securities, Inc. 0.05% Reduce -19.1% 172,147 $2.4M
LPL Financial LLC 0.00% Add +8.0% 166,907 $2.4M
Royal Bank of Canada 0.00% Reduce -3.0% 158,862 $2.3M
Capital Investment Advisors, LLC 0.04% Reduce -3.6% 154,069 $2.2M
Envestnet Asset Management Inc. 0.00% Add +3.5% 145,410 $2.1M
Jefferies Financial Group Inc. 0.04% Reduce -0.6% 145,210 $2.1M
Ethos Financial Group, LLC 0.17% Reduce -13.3% 137,197 $1.9M
Baird Financial Group, Inc. 0.00% Add +2.0% 130,779 $1.9M
Osaic Holdings, Inc. 0.00% Add +3.6% 114,125 $1.6M
Fiera Capital Corp 0.01% Reduce -1.9% 112,432 $1.6M
Cura Wealth Advisors, LLC 0.63% No change 95,238 $1.4M
Obsidian Cio, LLC 0.14% Add +1.2% 69,536 $986K
Lanark Financial, Inc. 0.08% Add +11.7% 68,759 $975K
Cetera Investment Advisers 0.00% Add +13.3% 67,743 $961K
Peregrine Asset Advisers, Inc. 0.26% Add +0.0% 58,983 $836K
Wealth Alliance, LLC 0.09% Add +2.0% 55,701 $790K
Verity Asset Management, Inc. 0.37% Reduce -0.4% 54,438 $772K
Smith Asset Management Co., LLC 0.64% Reduce -1.0% 52,463 $744K
Comerica Bank 0.00% Add +9.6% 51,909 $736K
Virtus Investment Advisers, LLC 0.23% Reduce -25.3% 48,452 $687K
NewEdge Advisors, LLC 0.00% Reduce -1.5% 45,760 $649K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 44,338 $629K
Orleans Capital Management Corp. 0.30% No change 40,500 $574K
Commonwealth Equity Services, LLC 0.00% Add +7.8% 38,935 $552K
BTG Pactual Asset Management US LLC 0.07% No change 37,630 $534K
Round Rock Advisors LLC 0.09% Add +4.5% 35,345 $501K
Kestra Advisory Services, LLC 0.00% Add +130.7% 27,317 $387K
Waterfront Wealth Inc. 0.09% Reduce -13.3% 26,786 $380K
Pointe Capital Management LLC 0.20% No change 26,565 $377K
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 26,199 $372K
Shufro Rose & Co. LLC 0.03% No change 25,900 $366K
Consolidated Portfolio Review Corp 0.04% Reduce -22.8% 21,590 $306K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.8% 21,195 $301K
US Bancorp \de 0.00% No change 19,900 $282K
Concurrent Investment Advisors, LLC 0.00% Add +15.2% 17,942 $254K
MML Investors Services, LLC 0.00% Add +1.4% 15,852 $225K
Jackson Hole Capital Partners, LLC 0.04% New 15,624 $222K
MAI Capital Management 0.00% Add +0.7% 15,475 $219K
Annex Advisory Services, LLC 0.01% No change 15,407 $218K
Fortitude Advisory Group L.L.C. 0.12% No change 14,853 $211K
Prospera Financial Services Inc 0.00% Reduce -2.4% 14,764 $209K
Pathstone Holdings, LLC 0.00% Add +2.5% 14,175 $201K
ProVise Management Group, LLC 0.02% No change 13,818 $196K
Ameriprise Financial Inc. 0.00% Reduce -27.3% 13,677 $194K
Stifel Financial Corp. 0.00% No change 12,459 $177K
Capital Investment Advisory Services, LLC 0.01% New 11,138 $158K
WMG Financial Advisors, LLC 0.06% No change 10,575 $150K
Papamarkou Wellner Asset Management inc. 0.09% No change 10,000 $142K
Hollencrest Capital Management 0.00% No change 3,500 $50K
Oliver Lagore Vanvalin Investment Group 0.02% — 3,300 $47K
NFSG Corp 0.01% New 2,979 $42K
PNC Financial Services Group, Inc. 0.00% Add +2.4% 2,860 $41K
IFP Advisors, Inc 0.00% Add +2.1% 2,439 $35K
CoreCap Advisors, LLC 0.00% Reduce -29.3% 2,351 $33K
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% No change 1,350 $19K
Blue Trust, Inc. 0.00% No change 1,309 $19K
Allworth Financial LP 0.00% Add +1.1% 1,306 $19K
Missouri Trust & Investment Co 0.01% Add +3.3% 1,244 $18K
Geneos Wealth Management Inc. 0.00% No change 991 $14K
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.