Lindblad Expeditions Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 6.64 M | $187.42 M | 61.19% | 10.14% |
| BLACKROCK, INC. | 08/07/2026 | 4.34 M | $122.58 M | 23.82% | 6.63% |
| ARIEL INVESTMENTS, LLC | 08/14/2026 | 2.76 M | $78.01 M | -19.67% | 4.22% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.13 M | $60.14 M | 1.11% | 3.25% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.77 M | $50.08 M | 91.25% | 2.71% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.47 M | $41.44 M | 23.73% | 2.24% |
| SELECT EQUITY GROUP, L.P. | 08/14/2026 | 1.45 M | $41.03 M | 37.31% | 2.22% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 1.39 M | $39.35 M | -8.91% | 2.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.28 M | $36.09 M | 0.39% | 1.95% |
| LORD, ABBETT & CO. LLC | 08/14/2026 | 1.27 M | $35.86 M | 142.01% | 1.94% |
| UBS GROUP AG | 08/13/2026 | 1.24 M | $34.93 M | 13.03% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.24 M | $34.92 M | 21.36% | 1.89% |
| INVESCO LTD. | 08/14/2026 | 1.21 M | $34.28 M | 868.20% | 1.85% |
| STATE STREET CORP | 08/07/2026 | 1.06 M | $30.04 M | 22.26% | 1.62% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 1.05 M | $29.75 M | -1.52% | 1.61% |
| BLACK DIAMOND FINANCIAL, LLC | 08/04/2026 | 959.96 K | $27.11 M | -10.15% | 1.47% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 938.14 K | $26.49 M | 19.34% | 1.43% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 888.30 K | $25.09 M | 100.00% | 1.36% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 868.76 K | $24.53 M | 113.38% | 1.33% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 800.05 K | $22.59 M | -4.79% | 1.22% |
| MORGAN STANLEY | 08/13/2026 | 797.76 K | $22.53 M | 25.57% | 1.22% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 685.62 K | $19.36 M | -28.85% | 1.05% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 07/30/2026 | 595.13 K | $16.82 M | -28.92% | 0.91% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 590.22 K | $16.67 M | -24.24% | 0.90% |
| NUVEEN, LLC | 08/11/2026 | 577.78 K | $16.32 M | -9.88% | 0.88% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 483.35 K | $13.65 M | 90.57% | 0.74% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 461.25 K | $13.03 M | 36.75% | 0.70% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 455.07 K | $12.85 M | -22.20% | 0.70% |
| NORTHERN TRUST CORP | 08/13/2026 | 443.35 K | $12.52 M | 41.01% | 0.68% |
| JPMORGAN CHASE & CO | 08/12/2026 | 439.75 K | $12.47 M | 34.32% | 0.67% |
| OBERWEIS ASSET MANAGEMENT INC/ | 08/14/2026 | 420.72 K | $11.88 M | 11.09% | 0.64% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 397.86 K | $11.24 M | 100.00% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 387.82 K | $10.95 M | 9.19% | 0.59% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 387.82 K | $10.95 M | 100.00% | 0.59% |
| MSD PARTNERS, L.P. | 08/14/2026 | 347.23 K | $9.81 M | -78.77% | 0.53% |
| NICHOLAS INVESTMENT PARTNERS, LP | 08/14/2026 | 339.50 K | $9.59 M | 70.85% | 0.52% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 336.07 K | $9.49 M | 133.01% | 0.51% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 330.30 K | $9.33 M | 5.50% | 0.50% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 306.72 K | $8.66 M | -7.60% | 0.47% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 305.68 K | $8.63 M | -20.50% | 0.47% |
| PIER CAPITAL, LLC | 08/05/2026 | 299.55 K | $8.46 M | 56.01% | 0.46% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 288.34 K | $8.14 M | -15.92% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 268.07 K | $7.57 M | -50.98% | 0.41% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 264.84 K | $7.48 M | -15.10% | 0.40% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 264.44 K | $7.47 M | 345.67% | 0.40% |
| NORGES BANK | 08/12/2026 | 252.60 K | $7.13 M | 100.00% | 0.39% |
| MARSHALL WACE, LLP | 08/13/2026 | 229.22 K | $6.47 M | -71.33% | 0.35% |
| BWCP, LP | 08/14/2026 | 224.20 K | $6.33 M | -74.11% | 0.34% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 07/23/2026 | 222.04 K | $6.27 M | -0.44% | 0.34% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 211.09 K | $5.96 M | -3.14% | 0.32% |
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Lindblad Expeditions Holdings Inc institutional Ownership - FAQ's
During the previous two years, 309 institutional investors and hedge funds held shares of Lindblad Expeditions Holdings Inc. The most heavily invested institutionals were:
FMR LLC: 6.64 M
BlackRock, Inc.: 4.34 M
ARIEL INVESTMENTS, LLC: 2.76 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.13 M
GOLDMAN SACHS GROUP INC: 1.77 M
DRIEHAUS CAPITAL MANAGEMENT LLC: 1.47 M
81.09% of Lindblad Expeditions Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 62.73 M shares in the last 24 months. This purchase volume represents approximately $1.12 B in transactions.