Lindblad Expeditions Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 02/14/2025 | 7.34 M | $87.01 M | -8.90% | 13.56% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.07 M | $36.37 M | 11.41% | 5.67% |
| VANGUARD GROUP INC | 02/11/2025 | 2.22 M | $26.28 M | -2.19% | 4.10% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 1.58 M | $18.70 M | -6.63% | 2.91% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 02/14/2025 | 1.53 M | $18.13 M | 6.89% | 2.83% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 1.25 M | $14.85 M | -11.19% | 2.32% |
| PINNACLE ASSOCIATES LTD | 02/14/2025 | 1.00 M | $11.87 M | 66.26% | 1.85% |
| BLACK DIAMOND FINANCIAL, LLC | 02/04/2025 | 940,912 | $11.16 M | 4.03% | 1.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 854,157 | $10.13 M | 0.17% | 1.58% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 818,963 | $9.71 M | 0.00% | 1.51% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 739,108 | $8.77 M | 29.63% | 1.37% |
| APERTURE INVESTORS, LLC | 02/14/2025 | 733,462 | $8.70 M | -38.55% | 1.36% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 02/13/2025 | 544,273 | $6.46 M | 109.87% | 1.01% |
| JPMORGAN CHASE & CO | 02/12/2025 | 514,214 | $6.10 M | 59.36% | 0.95% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 499,873 | $5.93 M | 71.02% | 0.92% |
| UBS GROUP AG | 02/14/2025 | 451,636 | $5.36 M | 38.65% | 0.83% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/14/2025 | 449,796 | $5.33 M | 100.00% | 0.83% |
| MARSHALL WACE, LLP | 02/13/2025 | 412,601 | $4.89 M | 13.58% | 0.76% |
| FORMULA GROWTH LTD | 02/13/2025 | 390,775 | $4.63 M | -4.87% | 0.72% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 388,688 | $4.61 M | 100.00% | 0.72% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 381,900 | $4.53 M | -25.02% | 0.71% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 349,306 | $4.14 M | 32.43% | 0.65% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 331,034 | $3.93 M | 3,496.63% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 311,883 | $3.70 M | 5.44% | 0.58% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 288,923 | $3.43 M | -18.13% | 0.53% |
| OBERWEIS ASSET MANAGEMENT INC/ | 02/14/2025 | 266,000 | $3.15 M | 100.00% | 0.49% |
| RICE HALL JAMES & ASSOCIATES, LLC | 01/31/2025 | 264,530 | $3.14 M | -2.03% | 0.49% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 252,458 | $2.99 M | 50.44% | 0.47% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 240,600 | $2.85 M | 36.86% | 0.44% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 01/23/2025 | 230,090 | $2.73 M | -1.03% | 0.43% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 212,232 | $2.52 M | 23.21% | 0.39% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 208,268 | $2.47 M | 14.98% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 203,600 | $2.41 M | 100.00% | 0.38% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/14/2025 | 202,969 | $2.41 M | 100.00% | 0.38% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 195,999 | $2.32 M | 5.43% | 0.36% |
| HEDGES ASSET MANAGEMENT LLC | 01/17/2025 | 190,000 | $2.25 M | 0.26% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 146,237 | $1.73 M | -43.07% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 143,895 | $1.71 M | 28.97% | 0.27% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 135,930 | $1.61 M | 609.71% | 0.25% |
| ALGERT GLOBAL LLC | 02/14/2025 | 133,475 | $1.58 M | 11.18% | 0.25% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 122,720 | $1.46 M | -3.27% | 0.23% |
| NORGES BANK | 02/12/2025 | 98,200 | $1.16 M | 100.00% | 0.18% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 97,460 | $1.16 M | 1.47% | 0.18% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 02/14/2025 | 94,871 | $1.13 M | -30.52% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 92,227 | $1.09 M | -0.24% | 0.17% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/04/2025 | 90,197 | $1.07 M | 6.24% | 0.17% |
| SWISS NATIONAL BANK | 02/10/2025 | 73,641 | $873,382 | 0.00% | 0.14% |
| BARCLAYS PLC | 02/13/2025 | 71,828 | $852,000 | 19.25% | 0.13% |
| PDT PARTNERS, LLC | 02/14/2025 | 60,119 | $713,011 | 0.00% | 0.11% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 01/28/2025 | 56,643 | $685,380 | 0.00% | 0.10% |
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Lindblad Expeditions Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 211 institutional investors and hedge funds held shares of Lindblad Expeditions Holdings, Inc.. The most heavily invested institutionals were:
ARIEL INVESTMENTS, LLC: 7.34 M
BlackRock Funding, Inc. /DE: 3.07 M
VANGUARD GROUP INC: 2.22 M
PRINCIPAL FINANCIAL GROUP INC: 1.58 M
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC: 1.53 M
ROYCE & ASSOCIATES LP: 1.25 M
64.66% of Lindblad Expeditions Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 40.77 M shares in the last 24 months. This purchase volume represents approximately $486.35 M in transactions.