BlackRock Ltd. Durat Inc. TRBLW

13F holders, Q4 2025 (December 31)
81holders −4
9new positions
14sold out
$13.74avg. 13F price*

At the end of Q4 2025, 81 institutions reported holding BlackRock Ltd. Durat Inc. TR (BLW) in their 13F filings, down 4 from Q3 2025. 9 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($63.1M), Wells Fargo & Company ($13.5M) and Guggenheim Capital LLC ($9.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$2.9M
Exits14$5.3M

All 13F filers, Q3 2025 → Q4 2025: 508,046 shares bought and 786,456 shares sold, net −278,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Morgan Stanley 0.00% Add +1.2% 4,593,229 $63.1M
Wells Fargo & Company 0.00% Reduce -2.3% 981,696 $13.5M
Guggenheim Capital LLC 0.07% Reduce -10.3% 715,193 $9.8M
UBS Group AG 0.00% Add +7.4% 697,442 $9.6M
Cohen & Steers, Inc. 0.01% No change 371,801 $5.1M
Invesco Ltd. 0.00% Reduce -5.6% 318,678 $4.4M
Bank of America Corp. 0.00% Add +2.4% 308,204 $4.2M
Raymond James Financial Inc. 0.00% Add +13.6% 283,719 $3.9M
Blue Zone Wealth Advisors, LLC 0.72% Reduce -18.2% 272,696 $3.7M
Venture Visionary Partners LLC 0.12% Add +10.5% 267,792 $3.7M
Royal Bank of Canada 0.00% Add +10.4% 175,971 $2.4M
LPL Financial LLC 0.00% Reduce -2.2% 161,738 $2.2M
Principal Securities, Inc. 0.03% Reduce -2.9% 158,067 $2.2M
Envestnet Asset Management Inc. 0.00% Add +2.8% 157,180 $2.2M
Fiera Capital Corp 0.01% Add +29.0% 153,453 $2.1M
Capital Investment Advisors, LLC 0.03% Reduce -4.3% 141,599 $1.9M
Baird Financial Group, Inc. 0.00% Add +0.3% 138,730 $1.9M
Osaic Holdings, Inc. 0.00% Add +5.9% 134,425 $1.8M
Jefferies Financial Group Inc. 0.01% Reduce -3.5% 129,524 $1.8M
NewEdge Wealth, LLC 0.02% Reduce -12.0% 124,574 $1.7M
Ethos Financial Group, LLC 0.12% Reduce -9.5% 120,088 $1.7M
Lanark Financial, Inc. 0.08% Add +5.5% 78,990 $1.1M
Lido Advisors, LLC 0.00% New 69,578 $956K
Verity Asset Management, Inc. 0.35% Add +5.7% 58,846 $809K
Peregrine Asset Advisers, Inc. 0.23% Reduce -0.7% 58,520 $804K
Smith Asset Management Co., LLC 0.62% Add +1.9% 54,494 $749K
Wealth Alliance, LLC 0.07% Reduce -6.5% 51,858 $713K
Cetera Investment Advisers 0.00% Reduce -24.1% 51,693 $710K
NewEdge Advisors, LLC 0.00% Reduce -0.3% 46,755 $642K
Comerica Bank 0.00% Reduce -7.6% 42,679 $586K
Janney Montgomery Scott LLC 0.00% Add +5.6% 40,845 $561K
Integrated Wealth Concepts LLC 0.01% New 40,451 $556K
Kestra Advisory Services, LLC 0.00% Add +66.4% 37,915 $521K
Susquehanna International Group, LLP 0.00% New 36,255 $498K
Virtus Investment Advisers, LLC 0.13% Reduce -29.5% 35,876 $493K
Shufro Rose & Co. LLC 0.03% Add +31.9% 34,150 $469K
Rockefeller Capital Management L.P. 0.00% Add +290.9% 32,704 $449K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.6% 30,145 $414K
Jackson Hole Capital Partners, LLC 0.07% Add +9.6% 27,688 $380K
Orleans Capital Management Corp. 0.23% Reduce -0.7% 27,300 $375K
Ameriprise Financial Inc. 0.00% Reduce -3.6% 27,102 $372K
Pointe Capital Management LLC 0.18% No change 25,765 $354K
Wolverine Asset Management LLC 0.02% New 24,634 $338K
Jane Street Group, LLC 0.00% New 24,350 $335K
Beacon Pointe Advisors, LLC 0.00% Reduce -15.8% 21,437 $295K
BTG Pactual Asset Management US LLC 0.03% No change 20,578 $292K
Waterfront Wealth Inc. 0.05% Reduce -5.7% 20,295 $280K
IHT Wealth Management, LLC 0.01% Add +18.4% 16,366 $225K
MML Investors Services, LLC 0.00% Add +1.9% 16,269 $224K
MAI Capital Management 0.00% Add +0.7% 15,693 $216K
Annex Advisory Services, LLC 0.00% No change 15,407 $212K
Prospera Financial Services Inc 0.00% Add +0.7% 15,281 $210K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.5% 14,891 $205K
Pathstone Holdings, LLC 0.00% Add +2.4% 14,875 $204K
Fortitude Advisory Group L.L.C. 0.09% No change 14,853 $204K
Concurrent Investment Advisors, LLC 0.00% Add +1.4% 13,039 $179K
Delta Financial Advisors LLC 0.05% New 12,700 $174K
ProVise Management Group, LLC 0.01% Reduce -8.3% 12,668 $174K
Samalin Investment Counsel, LLC 0.06% Add +0.1% 12,170 $167K
Walsh & Associates, LLC 0.15% — 11,000 $151K
Maimon Wealth Management LTD. 0.13% — 10,000 $137K
Hollencrest Capital Management 0.00% No change 3,500 $48K
IFP Advisors, Inc 0.00% Add +2.2% 2,544 $35K
Allworth Financial LP 0.00% Add +62.6% 2,146 $29K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,900 $26K
Bogart Wealth, LLC 0.00% No change 1,618 $22K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.2% 1,526 $21K
Crews Bank & Trust 0.00% No change 1,350 $19K
Blue Trust, Inc. 0.00% No change 1,309 $18K
CoreCap Advisors, LLC 0.00% Reduce -45.3% 1,300 $18K
Farther Finance Advisors, LLC 0.00% No change 848 $12K
Jones Financial Companies LLLP 0.00% New 714 $10K
BNP Paribas Financial Markets 0.00% Reduce -38.2% 553 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 500 $7K
North Star Investment Management Corp. 0.00% No change 500 $7K
Highline Wealth Partners LLC 0.00% No change 300 $4K
Harbour Investments, Inc. 0.00% No change 190 $3K
Hoey Investments, Inc. 0.00% No change 171 $2K
BOK Financial Private Wealth, Inc. 0.00% New 55 $756
Lloyd Advisory Services, LLC. 0.00% New 1 $8
Cwm, LLC 0.00% No change 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.