Lindblad Expeditions Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 4.12 M | $71.23 M | 128,970.53% | 7.49% |
| BLACKROCK, INC. | 05/13/2026 | 3.51 M | $60.65 M | 1.23% | 6.38% |
| ARIEL INVESTMENTS, LLC | 05/14/2026 | 3.44 M | $59.50 M | -32.82% | 6.26% |
| 05/15/2026 | 2.11 M | $36.44 M | 100.00% | 3.83% | |
| MSD PARTNERS, L.P. | 05/15/2026 | 1.64 M | $28.29 M | 100.00% | 2.97% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.53 M | $26.47 M | 3.17% | 2.78% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 1.27 M | $22.02 M | 44.72% | 2.32% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.19 M | $20.52 M | 108.82% | 2.16% |
| UBS GROUP AG | 05/05/2026 | 1.09 M | $18.93 M | 31.31% | 1.99% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 1.07 M | $18.51 M | -1.98% | 1.95% |
| BLACK DIAMOND FINANCIAL, LLC | 05/05/2026 | 1.07 M | $18.48 M | 0.00% | 1.94% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 1.06 M | $18.30 M | 100.00% | 1.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.02 M | $17.63 M | 12.11% | 1.85% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 05/15/2026 | 982.35 K | $16.99 M | -48.60% | 1.79% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 963.65 K | $16.67 M | -6.50% | 1.75% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 927.18 K | $16.04 M | 53.40% | 1.69% |
| STATE STREET CORP | 05/15/2026 | 869.92 K | $15.05 M | 4.44% | 1.58% |
| BWCP, LP | 05/12/2026 | 865.89 K | $14.98 M | 100.00% | 1.58% |
| PINNACLE ASSOCIATES LTD | 04/22/2026 | 840.32 K | $14.54 M | -7.61% | 1.53% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 05/07/2026 | 837.28 K | $14.50 M | -11.67% | 1.52% |
| MARSHALL WACE, LLP | 05/15/2026 | 799.39 K | $13.83 M | 113.37% | 1.45% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 786.12 K | $13.60 M | 59.02% | 1.43% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 779.09 K | $13.48 M | -9.94% | 1.42% |
| 1060 CAPITAL, LLC | 05/15/2026 | 644.92 K | $11.16 M | 100.00% | 1.17% |
| NUVEEN, LLC | 04/30/2026 | 641.13 K | $11.09 M | 291.96% | 1.17% |
| MORGAN STANLEY | 05/15/2026 | 635.32 K | $10.99 M | 14.46% | 1.16% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 584.92 K | $10.12 M | -7.75% | 1.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 546.83 K | $9.46 M | 96.85% | 0.99% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 524.63 K | $9.08 M | -3.16% | 0.95% |
| 05/08/2026 | 407.15 K | $7.04 M | 100.00% | 0.74% | |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 385.38 K | $6.67 M | 11.52% | 0.70% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 384.48 K | $6.65 M | 127.53% | 0.70% |
| OBERWEIS ASSET MANAGEMENT INC/ | 05/15/2026 | 378.72 K | $6.55 M | 23.44% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 355.19 K | $6.14 M | 10.99% | 0.65% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 342.95 K | $5.93 M | -28.76% | 0.62% |
| VOLEON CAPITAL MANAGEMENT LP | 05/15/2026 | 337.29 K | $5.84 M | 100.00% | 0.61% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 337.14 K | $5.83 M | -2.29% | 0.61% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 331.94 K | $5.74 M | 307.64% | 0.60% |
| JPMORGAN CHASE & CO | 05/13/2026 | 327.39 K | $5.44 M | 12.79% | 0.60% |
| NORTHERN TRUST CORP | 05/14/2026 | 314.42 K | $5.44 M | 7.91% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 313.08 K | $5.42 M | 100.00% | 0.57% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 311.96 K | $5.40 M | -0.95% | 0.57% |
| CATALYTIC WEALTH RIA, LLC | 05/14/2026 | 297.08 K | $5.14 M | 0.00% | 0.54% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 267.66 K | $4.63 M | 100.00% | 0.49% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 253.63 K | $4.39 M | 136.25% | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 232.49 K | $4.02 M | -2.01% | 0.42% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 04/27/2026 | 223.02 K | $3.86 M | -2.40% | 0.41% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 217.94 K | $3.77 M | 10.50% | 0.40% |
| ALGERT GLOBAL LLC | 05/14/2026 | 210.70 K | $3.65 M | -69.26% | 0.38% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 210.00 K | $3.63 M | 100.00% | 0.38% |
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Lindblad Expeditions Holdings Inc institutional Ownership - FAQ's
During the previous two years, 274 institutional investors and hedge funds held shares of Lindblad Expeditions Holdings Inc. The most heavily invested institutionals were:
FMR LLC: 4.12 M
BlackRock, Inc.: 3.51 M
ARIEL INVESTMENTS, LLC: 3.44 M
MSD Partners, L.P.: 1.64 M
PRINCIPAL FINANCIAL GROUP INC: 1.53 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 1.27 M
87.11% of Lindblad Expeditions Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 55.05 M shares in the last 24 months. This purchase volume represents approximately $980.51 M in transactions.