BlackRock Ltd. Durat Inc. TRBLW

13F holders, Q1 2026 (March 31)
82holders +1
12new positions
10sold out
$12.60avg. 13F price*

At the end of Q1 2026, 82 institutions reported holding BlackRock Ltd. Durat Inc. TR (BLW) in their 13F filings, up 1 from Q4 2025. 12 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($52.5M), Wells Fargo & Company ($12.9M) and UBS Group AG ($8.0M).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$3.2M
Exits10$4.0M

All 13F filers, Q4 2025 → Q1 2026: 510,247 shares bought and 1,119,720 shares sold, net −609,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

Morgan Stanley 0.00% Reduce -9.3% 4,167,836 $52.5M
Wells Fargo & Company 0.00% Add +4.6% 1,026,887 $12.9M
UBS Group AG 0.00% Reduce -8.3% 639,223 $8.0M
Guggenheim Capital LLC 0.06% Reduce -12.1% 628,518 $7.9M
Cohen & Steers, Inc. 0.01% No change 371,801 $4.7M
Invesco Ltd. 0.00% Add +2.3% 325,899 $4.1M
Raymond James Financial Inc. 0.00% Add +6.8% 302,904 $3.8M
Venture Visionary Partners LLC 0.13% Add +12.4% 300,917 $3.8M
Bank of America Corp. 0.00% Reduce -17.1% 255,348 $3.2M
Royal Bank of Canada 0.00% Add +3.0% 181,162 $2.3M
Blue Zone Wealth Advisors, LLC 0.44% Reduce -36.4% 173,341 $2.2M
Envestnet Asset Management Inc. 0.00% Add +5.3% 165,533 $2.1M
Principal Securities, Inc. 0.03% Reduce -0.2% 157,680 $2.0M
Baird Financial Group, Inc. 0.00% Add +8.6% 150,596 $1.9M
Fiera Capital Corp 0.01% Reduce -4.6% 146,436 $1.8M
LPL Financial LLC 0.00% Reduce -15.8% 136,131 $1.7M
Osaic Holdings, Inc. 0.00% Add +0.5% 135,137 $1.7M
Ethos Financial Group, LLC 0.12% No change 120,088 $1.7M
Jefferies Financial Group Inc. 0.02% Reduce -0.1% 129,403 $1.6M
Capital Investment Advisors, LLC 0.02% Reduce -12.6% 123,773 $1.6M
Shaker Financial Services, LLC 0.49% New 112,763 $1.4M
Wolverine Asset Management LLC 0.06% Add +281.9% 94,077 $1.2M
Lido Advisors, LLC 0.00% Add +0.7% 70,045 $882K
Peregrine Asset Advisers, Inc. 0.20% No change 58,520 $737K
Smith Asset Management Co., LLC 0.59% Add +1.1% 55,065 $693K
Wealth Alliance, LLC 0.07% Add +4.0% 53,908 $679K
Cetera Investment Advisers 0.00% Add +1.6% 52,515 $661K
Kestra Advisory Services, LLC 0.00% Add +27.6% 48,367 $609K
Janney Montgomery Scott LLC 0.00% Add +2.1% 41,695 $525K
NewEdge Advisors, LLC 0.00% Reduce -11.0% 41,629 $524K
Ameriprise Financial Inc. 0.00% Add +48.3% 40,191 $506K
Lanark Financial, Inc. 0.03% Reduce -54.7% 35,788 $451K
Jackson Hole Capital Partners, LLC 0.07% Add +24.9% 34,570 $435K
Shufro Rose & Co. LLC 0.03% No change 34,150 $430K
XTX Topco Ltd 0.01% New 34,021 $428K
Rockefeller Capital Management L.P. 0.00% Add +1.7% 33,266 $419K
Jane Street Group, LLC 0.00% Add +29.9% 31,629 $398K
Virtus Investment Advisers, LLC 0.11% Reduce -13.8% 30,934 $389K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.7% 27,819 $350K
Orleans Capital Management Corp. 0.23% No change 27,300 $344K
BTG Pactual Asset Management US LLC 0.03% Add +32.3% 27,230 $343K
Pointe Capital Management LLC 0.16% Reduce -0.5% 25,642 $323K
Sit Investment Associates Inc. 0.01% New 25,000 $315K
CENTRAL TRUST Co 0.01% New 23,000 $290K
Beacon Pointe Advisors, LLC 0.00% No change 21,437 $270K
IHT Wealth Management, LLC 0.01% Add +24.7% 20,411 $257K
Waterfront Wealth Inc. 0.05% Reduce -1.7% 19,955 $251K
Prospera Financial Services Inc 0.00% Add +10.8% 16,936 $213K
MML Investors Services, LLC 0.00% Add +3.5% 16,836 $212K
Marin Bay Wealth Advisors, LLC 0.12% New 16,200 $204K
MAI Capital Management 0.00% Add +0.8% 15,813 $199K
Annex Advisory Services, LLC 0.00% No change 15,407 $194K
Pathstone Holdings, LLC 0.00% Add +2.5% 15,245 $192K
Fortitude Advisory Group L.L.C. 0.08% No change 14,853 $187K
Fifth Third Bancorp 0.00% New 14,056 $177K
Concurrent Investment Advisors, LLC 0.00% Reduce -0.5% 12,971 $163K
Samalin Investment Counsel, LLC 0.06% Add +2.3% 12,445 $157K
ProVise Management Group, LLC 0.01% Reduce -2.8% 12,318 $155K
Walsh & Associates, LLC 0.14% No change 11,000 $138K
Focus Partners Wealth 0.00% New 10,168 $128K
Shay Capital LLC 0.02% New 10,000 $126K
Maimon Wealth Management LTD. 0.11% No change 10,000 $122K
Leonteq Securities AG 0.00% New 6,000 $75K
Hollencrest Capital Management 0.00% No change 3,500 $44K
IFP Advisors, Inc 0.00% Add +2.3% 2,602 $33K
Allworth Financial LP 0.00% Add +0.8% 2,162 $27K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,900 $24K
Cwm, LLC 0.00% Add +6111.1% 1,677 $21K
Bogart Wealth, LLC 0.00% No change 1,618 $20K
Steward Partners Investment Advisory, LLC 0.00% No change 1,526 $19K
Crews Bank & Trust 0.00% No change 1,350 $17K
Blue Trust, Inc. 0.00% No change 1,309 $16K
Farther Finance Advisors, LLC 0.00% No change 848 $11K
BNP Paribas Financial Markets 0.00% No change 553 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 500 $6K
North Star Investment Management Corp. 0.00% No change 500 $6K
Highline Wealth Partners LLC 0.00% No change 300 $4K
Osbon Capital Management LLC 0.00% New 260 $3K
Harbour Investments, Inc. 0.00% No change 190 $2K
Hoey Investments, Inc. 0.00% No change 171 $2K
Advisory Services Network, LLC 0.00% New 59 $746
Clear Street Group Inc. 0.00% New 1 $13

"% 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.