Lindblad Expeditions Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 11/14/2025 | 5.52 M | $70.72 M | -19.84% | 10.12% |
| BLACKROCK, INC. | 11/12/2025 | 3.20 M | $41.02 M | 7.19% | 5.87% |
| VANGUARD GROUP INC | 11/07/2025 | 2.33 M | $29.85 M | 1.29% | 4.27% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 11/14/2025 | 1.91 M | $24.46 M | 7.37% | 3.50% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 1.36 M | $17.42 M | -2.76% | 2.49% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 1.12 M | $14.34 M | -6.61% | 2.05% |
| BLACK DIAMOND FINANCIAL, LLC | 11/05/2025 | 1.07 M | $13.68 M | 13.61% | 1.96% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/24/2025 | 969.54 K | $12.42 M | 1.72% | 1.78% |
| PINNACLE ASSOCIATES LTD | 11/13/2025 | 962.55 K | $12.32 M | 4.53% | 1.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 903.24 K | $11.56 M | 0.38% | 1.65% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 865.12 K | $11.07 M | -2.72% | 1.58% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 848.49 K | $10.86 M | 804.33% | 1.55% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2025 | 842.69 K | $10.79 M | 33.22% | 1.54% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 834.16 K | $10.68 M | 115.06% | 1.53% |
| STATE STREET CORP | 11/14/2025 | 833.23 K | $10.67 M | 1.49% | 1.53% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 822.12 K | $10.52 M | 0.39% | 1.51% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 750.77 K | $9.61 M | 26.61% | 1.38% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 634.04 K | $8.12 M | -4.94% | 1.16% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 622.50 K | $7.97 M | 7.55% | 1.14% |
| MARSHALL WACE, LLP | 11/13/2025 | 568.87 K | $7.28 M | 0.11% | 1.04% |
| ALGERT GLOBAL LLC | 11/14/2025 | 548.86 K | $7.03 M | 82.24% | 1.01% |
| UBS GROUP AG | 11/13/2025 | 527.67 K | $6.75 M | -9.28% | 0.97% |
| MORGAN STANLEY | 11/14/2025 | 518.94 K | $6.64 M | 51.26% | 0.95% |
| PIER CAPITAL, LLC | 11/13/2025 | 474.71 K | $6.08 M | 100.00% | 0.87% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 464.99 K | $5.95 M | 7.31% | 0.85% |
| FORMULA GROWTH LTD | 11/13/2025 | 416.70 K | $5.33 M | 0.00% | 0.76% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 402.17 K | $5.15 M | 17.43% | 0.74% |
| JPMORGAN CHASE & CO | 11/26/2025 | 369.34 K | $4.73 M | 18.62% | 0.68% |
| APERTURE INVESTORS, LLC | 11/14/2025 | 343.68 K | $4.40 M | -5.05% | 0.63% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 342.03 K | $4.38 M | 104.01% | 0.63% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 330.95 K | $4.24 M | 100.00% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 320.17 K | $4.10 M | 2.35% | 0.59% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 318.54 K | $4.08 M | -2.86% | 0.58% |
| TUDOR INVESTMENT CORP ET AL | 12/09/2025 | 302.58 K | $3.87 M | 15.51% | 0.55% |
| NORTHERN TRUST CORP | 11/14/2025 | 302.11 K | $3.87 M | -0.48% | 0.55% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/17/2025 | 299.40 K | $3.83 M | 0.00% | 0.55% |
| CATALYTIC WEALTH RIA, LLC | 11/13/2025 | 297.07 K | $3.80 M | 0.00% | 0.54% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 247.14 K | $3.16 M | 21.25% | 0.45% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 10/30/2025 | 228.49 K | $2.93 M | 2.24% | 0.42% |
| NUVEEN, LLC | 11/12/2025 | 226.40 K | $2.90 M | 44.01% | 0.41% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 204.80 K | $2.62 M | 0.00% | 0.38% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 187.80 K | $2.40 M | 17.28% | 0.34% |
| BARCLAYS PLC | 11/12/2025 | 182.40 K | $2.33 M | -9.40% | 0.33% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 181.83 K | $2.33 M | 13.48% | 0.33% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 180.34 K | $2.31 M | 18.03% | 0.33% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 177.90 K | $2.28 M | 5.08% | 0.33% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 170.41 K | $2.18 M | 63.54% | 0.31% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 165.88 K | $2.12 M | -31.44% | 0.30% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 161.85 K | $2.07 M | 11.81% | 0.30% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 146.60 K | $1.88 M | 190.55% | 0.27% |
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Lindblad Expeditions Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 233 institutional investors and hedge funds held shares of Lindblad Expeditions Holdings, Inc.. The most heavily invested institutionals were:
ARIEL INVESTMENTS, LLC: 5.52 M
BlackRock, Inc.: 3.2 M
VANGUARD GROUP INC: 2.33 M
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC: 1.91 M
PRINCIPAL FINANCIAL GROUP INC: 1.36 M
ROYCE & ASSOCIATES LP: 1.12 M
72.11% of Lindblad Expeditions Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 46.25 M shares in the last 24 months. This purchase volume represents approximately $577.23 M in transactions.