BlackRock Ltd. Durat Inc. TRBLW

13F holders, Q3 2025 (September 30)
85holders +8
16new positions
7sold out
$13.86avg. 13F price*

At the end of Q3 2025, 85 institutions reported holding BlackRock Ltd. Durat Inc. TR (BLW) in their 13F filings, up 8 from Q2 2025. 16 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($63.5M), Wells Fargo & Company ($14.1M) and Guggenheim Capital LLC ($11.2M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$3.1M
Exits7$1.3M

All 13F filers, Q2 2025 → Q3 2025: 572,714 shares bought and 643,708 shares sold, net −70,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Morgan Stanley 0.00% Reduce -0.6% 4,537,373 $63.5M
Wells Fargo & Company 0.00% Reduce -0.1% 1,004,251 $14.1M
Guggenheim Capital LLC 0.08% Reduce -3.4% 797,144 $11.2M
UBS Group AG 0.00% Add +8.9% 649,166 $9.1M
Cohen & Steers, Inc. 0.01% No change 371,801 $5.2M
Invesco Ltd. 0.00% Add +2.8% 337,441 $4.7M
Blue Zone Wealth Advisors, LLC 0.93% Add +7.7% 333,188 $4.7M
Bank of America Corp. 0.00% Add +7.8% 301,090 $4.2M
Raymond James Financial Inc. 0.00% Add +2.9% 249,843 $3.5M
Venture Visionary Partners LLC 0.12% Reduce -55.1% 242,262 $3.4M
GraniteShares Advisors LLC 1.76% Add +9.7% 217,573 $3.0M
LPL Financial LLC 0.00% Reduce -0.9% 165,378 $2.3M
Principal Securities, Inc. 0.04% Reduce -5.5% 162,721 $2.3M
Royal Bank of Canada 0.00% Add +0.4% 159,448 $2.2M
Envestnet Asset Management Inc. 0.00% Add +5.2% 152,970 $2.1M
Capital Investment Advisors, LLC 0.03% Reduce -3.9% 148,010 $2.1M
NewEdge Wealth, LLC 0.03% New 141,598 $2.0M
Baird Financial Group, Inc. 0.00% Add +5.8% 138,388 $1.9M
Jefferies Financial Group Inc. 0.02% Reduce -7.6% 134,186 $1.9M
Ethos Financial Group, LLC 0.15% Reduce -3.3% 132,650 $1.9M
Osaic Holdings, Inc. 0.00% Add +11.2% 126,888 $1.8M
Fiera Capital Corp 0.01% Add +5.8% 118,973 $1.7M
Lanark Financial, Inc. 0.08% Add +8.9% 74,891 $1.0M
Obsidian Cio, LLC 0.13% Add +3.4% 71,928 $1.0M
Cetera Investment Advisers 0.00% Add +0.5% 68,066 $953K
Peregrine Asset Advisers, Inc. 0.25% Reduce -0.1% 58,933 $825K
Verity Asset Management, Inc. 0.25% Add +2.3% 55,681 $780K
Wealth Alliance, LLC 0.08% Reduce -0.4% 55,482 $777K
Smith Asset Management Co., LLC 0.64% Add +2.0% 53,491 $749K
Virtus Investment Advisers, LLC 0.20% Add +5.1% 50,906 $713K
NewEdge Advisors, LLC 0.00% Add +2.5% 46,905 $657K
Comerica Bank 0.00% Reduce -11.0% 46,206 $647K
Janney Montgomery Scott LLC 0.00% Add +47.6% 38,676 $541K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.4% 37,503 $525K
Ameriprise Financial Inc. 0.00% Add +105.5% 28,108 $394K
Orleans Capital Management Corp. 0.25% Reduce -32.1% 27,500 $385K
Shufro Rose & Co. LLC 0.03% No change 25,900 $366K
Pointe Capital Management LLC 0.18% Reduce -3.0% 25,765 $361K
Beacon Pointe Advisors, LLC 0.00% Add +20.2% 25,472 $357K
Jackson Hole Capital Partners, LLC 0.06% Add +61.7% 25,267 $354K
Kestra Advisory Services, LLC 0.00% Reduce -16.6% 22,790 $319K
Consolidated Portfolio Review Corp 0.04% Add +0.8% 21,764 $305K
Waterfront Wealth Inc. 0.06% Reduce -19.6% 21,522 $297K
BTG Pactual Asset Management US LLC 0.03% Reduce -45.3% 20,578 $292K
Cura Wealth Advisors, LLC 0.09% Reduce -81.9% 17,208 $241K
MML Investors Services, LLC 0.00% Add +0.7% 15,962 $223K
MAI Capital Management 0.00% Add +0.7% 15,582 $218K
Annex Advisory Services, LLC 0.00% No change 15,407 $216K
Prospera Financial Services Inc 0.00% Add +2.8% 15,171 $213K
Fortitude Advisory Group L.L.C. 0.11% No change 14,853 $208K
Pathstone Holdings, LLC 0.00% Add +2.4% 14,520 $203K
U.S. Capital Wealth Advisors, LLC 0.01% New 14,386 $201K
IHT Wealth Management, LLC 0.00% New 13,824 $194K
ProVise Management Group, LLC 0.01% No change 13,818 $193K
Commonwealth Equity Services, LLC 0.00% Reduce -65.2% 13,532 $189K
Concurrent Investment Advisors, LLC 0.00% Reduce -28.3% 12,862 $180K
Samalin Investment Counsel, LLC 0.06% New 12,163 $170K
Moloney Securities Asset Management, LLC 0.02% New 11,000 $154K
Readystate Asset Management LP 0.01% New 10,715 $150K
Papamarkou Wellner Asset Management inc. 0.09% No change 10,000 $140K
Rockefeller Capital Management L.P. 0.00% New 8,366 $117K
Gridiron Partners, LLC 0.05% New 128,005 $84K
Hollencrest Capital Management 0.00% No change 3,500 $49K
IFP Advisors, Inc 0.00% Add +2.1% 2,490 $35K
NFSG Corp 0.01% Reduce -16.8% 2,479 $35K
CoreCap Advisors, LLC 0.00% Add +1.1% 2,376 $33K
Wealthspire Advisors, LLC 0.00% New 2,253 $32K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,900 $27K
Steward Partners Investment Advisory, LLC 0.00% New 1,626 $23K
Bogart Wealth, LLC 0.00% No change 1,618 $23K
Crews Bank & Trust 0.00% No change 1,350 $19K
Allworth Financial LP 0.00% Add +1.1% 1,320 $18K
Blue Trust, Inc. 0.00% No change 1,309 $18K
Missouri Trust & Investment Co 0.01% No change 1,244 $17K
Parallel Advisors, LLC 0.00% New 1,000 $14K
BNP Paribas Financial Markets 0.00% New 895 $13K
Farther Finance Advisors, LLC 0.00% New 848 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 500 $7K
North Star Investment Management Corp. 0.00% No change 500 $7K
Geneos Wealth Management Inc. 0.00% Reduce -62.6% 371 $5K
Highline Wealth Partners LLC 0.00% New 300 $4K
Harbour Investments, Inc. 0.00% No change 190 $3K
Hoey Investments, Inc. 0.00% No change 171 $2K
Advisory Services Network, LLC 0.00% New 59 $830
Cwm, LLC 0.00% New 27 $0

"% 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.