Lindblad Expeditions Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 02/13/2026 | 5.12 M | $73.81 M | -7.35% | 9.21% |
| BLACKROCK, INC. | 02/12/2026 | 3.46 M | $49.94 M | 8.07% | 6.23% |
| VANGUARD GROUP INC | 01/29/2026 | 2.36 M | $33.96 M | 0.98% | 4.24% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 02/17/2026 | 1.91 M | $27.56 M | 0.00% | 3.44% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 1.48 M | $21.38 M | 8.98% | 2.67% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 1.09 M | $15.74 M | -2.59% | 1.96% |
| BLACK DIAMOND FINANCIAL, LLC | 02/03/2026 | 1.07 M | $15.41 M | 0.00% | 1.92% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.03 M | $14.86 M | 21.47% | 1.86% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/09/2026 | 947.89 K | $13.68 M | -2.23% | 1.71% |
| PINNACLE ASSOCIATES LTD | 02/05/2026 | 909.50 K | $13.11 M | -5.51% | 1.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 908.80 K | $13.11 M | 0.61% | 1.64% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 879.55 K | $12.68 M | 17.15% | 1.58% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 865.12 K | $12.48 M | 0.00% | 1.56% |
| UBS GROUP AG | 01/29/2026 | 833.37 K | $12.02 M | 57.93% | 1.50% |
| STATE STREET CORP | 02/13/2026 | 832.97 K | $12.01 M | -0.03% | 1.50% |
| ALGERT GLOBAL LLC | 02/17/2026 | 685.37 K | $9.88 M | 24.87% | 1.23% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 634.04 K | $9.14 M | 0.00% | 1.14% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 604.44 K | $8.72 M | 76.72% | 1.09% |
| PIER CAPITAL, LLC | 02/03/2026 | 577.48 K | $8.33 M | 21.65% | 1.04% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/17/2026 | 567.91 K | $8.19 M | -32.61% | 1.02% |
| MORGAN STANLEY | 02/13/2026 | 555.08 K | $8.00 M | 6.96% | 1.00% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 541.75 K | $7.81 M | 63.70% | 0.98% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 494.34 K | $7.13 M | 6.31% | 0.89% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 481.39 K | $6.94 M | -22.67% | 0.87% |
| FORMULA GROWTH LTD | 02/13/2026 | 403.59 K | $5.82 M | -3.15% | 0.73% |
| MARSHALL WACE, LLP | 02/13/2026 | 374.64 K | $5.40 M | -34.14% | 0.67% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 345.57 K | $4.98 M | 84.01% | 0.62% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 345.05 K | $4.98 M | -14.20% | 0.62% |
| APERTURE INVESTORS, LLC | 02/17/2026 | 343.68 K | $4.96 M | 0.00% | 0.62% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 320.01 K | $4.61 M | -0.05% | 0.58% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 314.93 K | $4.54 M | -1.13% | 0.57% |
| OBERWEIS ASSET MANAGEMENT INC/ | 02/17/2026 | 306.80 K | $4.42 M | 2.47% | 0.55% |
| CATALYTIC WEALTH RIA, LLC | 01/30/2026 | 297.09 K | $4.28 M | 0.01% | 0.53% |
| NORTHERN TRUST CORP | 02/17/2026 | 291.38 K | $4.20 M | -3.55% | 0.52% |
| JPMORGAN CHASE & CO | 02/11/2026 | 290.27 K | $4.19 M | -21.41% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 277.79 K | $4.01 M | 100.09% | 0.50% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 246.63 K | $3.56 M | -70.43% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 237.25 K | $3.42 M | -4.00% | 0.43% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 01/21/2026 | 228.49 K | $3.30 M | 0.00% | 0.41% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 219.57 K | $3.17 M | -27.43% | 0.40% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 209.10 K | $3.02 M | 17.54% | 0.38% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 204.80 K | $2.95 M | 0.00% | 0.37% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 197.23 K | $2.84 M | 8.47% | 0.36% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 194.60 K | $2.81 M | 100.00% | 0.35% |
| BARCLAYS PLC | 02/13/2026 | 189.58 K | $2.73 M | 3.94% | 0.34% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 172.27 K | $2.48 M | 112.44% | 0.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 168.98 K | $2.44 M | -0.84% | 0.30% |
| NUVEEN, LLC | 02/12/2026 | 163.57 K | $2.36 M | -27.75% | 0.29% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 163.12 K | $1.89 M | 0.78% | 0.29% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 150.19 K | $2.17 M | 299.33% | 0.27% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Lindblad Expeditions Holdings Inc institutional Ownership - FAQ's
During the previous two years, 251 institutional investors and hedge funds held shares of Lindblad Expeditions Holdings Inc. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 1.53 M
UBS Group AG: 1.09 M
Black Diamond Financial, LLC: 1.07 M
Bank of New York Mellon Corp: 963,648
PINNACLE ASSOCIATES LTD: 840,323
Nuveen, LLC: 641,129
71.14% of Lindblad Expeditions Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 48.97 M shares in the last 24 months. This purchase volume represents approximately $872.19 M in transactions.