Lindblad Expeditions Holdings Inc (LIND) Ownership

8.89 ↑0.01 (0.11%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Ariel Investments, LLC is the biggest individual institutional holder of Lindblad Expeditions Holdings Inc (LIND), owning a total of 7.3 million shares. Combined, the top 45 institutional holders of LIND own 70.80% of the company with a total of 38.5 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders increased their combined ownership of LIND by 707 thousand shares. 13 institutions bought 2,354,800 total additional shares and increased their ownership by an average of 32.82%. However 7 institutions sold 1,647,759 total shares and decreased their ownership by an average of 13.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Lindblad Expeditions Holdings increased by a net total of 707,041 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ariel Investments, LLC13.441%-8.904%7,336,722-717,0682024-12-31
BlackRock Inc5.618%11.406%3,066,733313,9662024-12-31
Vanguard Group Inc4.059%-2.191%2,215,723-49,6422024-12-31
Principal Financial Group Inc2.888%-6.634%1,576,532-112,0172024-12-31
Anchor Capital Management LLC2.801%6.886%1,529,08998,5142024-12-31
Royce & Associates, LP2.295%-11.188%1,252,507-157,7872024-12-31
Pinnacle Associates Inc1.834%66.257%1,000,892398,8772024-12-31
Black Diamond Financial, LLC1.724%4.031%940,91236,4602024-12-31
Geode Capital Management, LLC1.565%0.175%854,1571,4882024-12-31
Franklin Resources Inc1.500%0.000%818,96302024-12-31
State Street Corp1.493%3.028%814,81923,9452024-12-31
Silvercrest Asset Management Group LLC1.354%29.634%739,108168,9582024-12-31
Aperture Investors, LLC1.344%-38.550%733,462-460,1232024-12-31
Portolan Capital Management, LLC0.997%109.866%544,273284,9302024-12-31
JPMorgan Chase & Co0.942%-20.318%514,214-131,1222024-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.916%71.018%499,873207,5812024-12-31
Morgan Stanley - Brokerage Accounts0.853%72.159%465,348195,0462024-12-31
UBS Group AG0.827%38.648%451,636125,8942024-12-31
Penn Capital Management Company LLC0.824%0.000%449,796449,7962024-12-31
Marshall Wace Asset Management Ltd0.756%13.584%412,60149,3452024-12-31
Formula Growth Ltd0.717%-4.869%390,775-20,0002024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ariel Investments, LLC13.441%-8.904%7,336,722-717,0682024-12-31
BlackRock Inc5.618%11.406%3,066,733313,9662024-12-31
Vanguard Group Inc4.059%-2.191%2,215,723-49,6422024-12-31
Select Equity Group LP3.042%-34.868%1,616,385-865,3262022-09-30
Principal Financial Group Inc2.888%-6.634%1,576,532-112,0172024-12-31
Anchor Capital Management LLC2.801%6.886%1,529,08998,5142024-12-31
Royce & Associates, LP2.295%-11.188%1,252,507-157,7872024-12-31
Pinnacle Associates Inc1.834%66.257%1,000,892398,8772024-12-31
Black Diamond Financial, LLC1.724%4.031%940,91236,4602024-12-31
FMR Inc1.753%-70.736%936,329-2,263,2442023-09-30
Emerald Advisers, LLC1.747%-0.389%930,171-3,6292023-03-31
Geode Capital Management, LLC1.565%0.175%854,1571,4882024-12-31
Franklin Resources Inc1.500%0.000%818,96302024-12-31
State Street Corp1.493%3.028%814,81923,9452024-12-31
State Street Corporation1.427%2.922%775,03922,0062024-03-31
Pier Capital, LLC1.410%-8.564%766,357-71,7792024-06-30
Silvercrest Asset Management Group LLC1.354%29.634%739,108168,9582024-12-31
Aperture Investors, LLC1.344%-38.550%733,462-460,1232024-12-31
ING Investment Management LLC1.045%-21.814%556,664-155,3072022-12-31
Portolan Capital Management, LLC0.997%109.866%544,273284,9302024-12-31
Gilder Gagnon Howe & CO LLC0.999%-64.952%542,952-1,006,2042024-06-30
JPMorgan Chase & Co0.942%-20.318%514,214-131,1222024-12-31
Millennium Management LLC0.935%159.201%509,364312,8512024-09-30
Connor Clark & Lunn Inv Mgmt Ltd0.916%71.018%499,873207,5812024-12-31
Morgan Stanley - Brokerage Accounts0.853%72.159%465,348195,0462024-12-31
UBS Group AG0.827%38.648%451,636125,8942024-12-31
Penn Capital Management Company LLC0.824%0.000%449,796449,7962024-12-31
Next Century Growth Investors LLC0.835%-61.233%445,945-704,3702023-06-30
Emerald Mutual Fund Advisers Trust0.830%0.000%442,21002023-03-31
Marshall Wace Asset Management Ltd0.756%13.584%412,60149,3452024-12-31
Arrowstreet Capital Limited Partnership0.763%3.359%408,27113,2672024-03-31
Formula Growth Ltd0.717%-4.869%390,775-20,0002024-12-31
Goldman Sachs Group Inc0.710%65.468%380,004150,3502023-12-31
Stifel Financial Corp0.648%-1.679%352,911-6,0262024-09-30
Polar Asset Management Partners0.654%0.000%350,626350,6262024-03-31
Citadel Advisors Llc0.607%16.077%330,95145,8382024-09-30
Fred Alger Management, LLC0.586%-37.450%313,458-187,6752023-12-31
BNP Paribas Investment Partners SA0.578%0.578%307,2231,7652022-06-30
Northern Trust Corp0.561%2.702%304,7248,0182024-09-30
Charles Schwab Investment Management Inc0.544%1.055%295,7863,0872024-09-30
Scout Investment Advisors Inc0.544%-5.977%291,119-18,5072024-03-31
Allianz Asset Management AG0.521%-57.048%277,007-367,9202022-09-30
Rice Hall James & Associates, LLC0.502%27.927%272,56659,5022024-06-30
Monarch Partners Asset Management LLC0.507%41.839%270,09879,6722022-12-31
Two Sigma Investments LLC0.308%-7.999%167,810-14,5902024-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Lindblad Expeditions Holdings Inc (LIND), owning a total of 1.2 million shares. Combined, the top 52 mutual fund holders of LIND own 37.65% of the company with a total of 20.4 million shares.

In the latest ownership report on March 31st 2025, the top 52 fund holders increased their combined ownership of LIND by 65 thousand shares. 2 funds bought 78,797 total additional shares and increased their ownership by an average of 13.01%. However 3 funds sold 13,939 total shares and decreased their ownership by an average of 1.63%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Lindblad Expeditions Holdings increased by a net total of 64,858 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF1.767%-0.359%964,721-3,4792025-03-31
Penn Capital Small Cap Equity1.145%5.102%624,83530,3322025-03-31
Silvercrest U.S. Small Cap Growth0.513%20.914%280,20148,4652025-03-31
iShares Russell 2000 Growth ETF0.409%-0.473%223,133-1,0602025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.406%-4.069%221,631-9,4002025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.201%1.909%1,201,42022,5002025-02-28
Vanguard US Total Market Shares ETF2.160%0.000%1,178,92002024-09-30
Aperture Discover Equity Instl1.960%-5.257%1,047,067-58,0972023-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr1.901%0.000%1,015,07902023-03-31
iShares Russell 2000 ETF1.767%-0.359%964,721-3,4792025-03-31
Templeton Global Smaller Comp A1.248%0.000%680,43302024-12-31
Templeton Global Smaller Comp Fund A1.247%0.000%680,43302025-02-28
Penn Capital Small Cap Equity1.145%5.102%624,83530,3322025-03-31
Strategic Advisers U.S. Total Stock1.054%0.000%575,21702025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.020%1.827%556,9189,9912025-02-28
Principal SmallCap R50.966%-1.365%527,400-7,3002025-02-28
Principal U.S. Small Cap Equity0.917%-2.946%500,800-15,2002024-12-31
Royce Micro Cap Trust0.904%-21.577%493,431-135,7632024-12-31
Vanguard Extended Market Index Investor0.882%-0.025%470,559-1162023-08-31
Fidelity® Small Cap Growth0.748%-47.101%399,427-355,6482023-10-31
Alger Dynamic Opportunities A0.707%128.715%377,392212,3872023-11-30
Royce Small-Cap Trust0.685%0.000%373,70002024-12-31
Royce Value Trust0.698%0.000%373,70002024-03-31
Fidelity Small Cap Index0.652%-1.838%356,121-6,6692025-01-31
Fidelity® Select Leisure0.647%-34.502%343,800-181,1002022-11-30
Fidelity® Small Cap Index0.635%2.952%338,7769,7142023-10-31
PGI U.S. Small Cap Equity0.608%0.000%324,10002023-06-30
Fidelity® Series Small Cap Opps0.608%-14.565%322,900-55,0502022-08-31
Next Century Growth Micro Cap Growth0.580%-16.491%309,401-61,1002023-03-31
Pier Capital Small Cap Growth Equity0.552%0.000%299,90302024-06-30
SEB Nordamerikafond Småbolag0.547%-5.531%297,220-17,4032024-08-31
iShares Russell 2000 Value ETF0.532%-0.133%284,992-3782024-05-30
Silvercrest U.S. Small Cap Growth0.513%20.914%280,20148,4652025-03-31
Principal SmallCap Growth I Instl0.510%0.000%271,34202023-04-30
Heptagon Driehaus US Micro Cap Eq C$ Acc0.495%48.312%270,11587,9892025-02-28
Royce Micro-Cap Invmt0.489%-5.677%267,119-16,0772024-12-31
Oberweis Micro-Cap Growth0.487%0.000%266,000266,0002024-12-31
Oberweis Micro-Cap0.487%0.000%266,000266,0002024-12-31
Aperture Discover Equity IX USD Acc0.459%-12.587%250,539-36,0772024-12-31
Fidelity® Small Cap Growth K60.465%-36.873%248,076-144,9012023-09-30
Ariel Small Cap Value Tax-Exempt0.449%-6.771%245,020-17,7962024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.423%0.000%231,03102025-02-28
iShares Russell 2000 Growth ETF0.409%-0.473%223,133-1,0602025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.406%-4.069%221,631-9,4002025-03-31
BlackRock Global Equity Mkt Netrl Instl0.395%0.000%215,57802025-02-28
Fidelity® Extended Market Index0.392%9.209%209,10717,6332023-11-30
Fuller & Thaler Behavrl Micro-Cap Core0.391%0.701%208,1751,4502022-12-31
Fuller & Thaler Micro-Cap Core0.391%0.701%208,1751,4502022-12-31
Fidelity Advisor® Small Cap I0.385%-55.284%205,552-254,1282023-07-31
Fidelity Extended Market Index0.371%-1.496%202,712-3,0792025-01-31
CAM World Tourism Equity Fund0.349%146.665%186,010110,6002022-12-20
Schwab US Small-Cap ETF™0.323%0.000%176,48502025-02-27
VP Partners Small Cap Growth 10.325%0.000%172,86402023-05-31
Vanguard Russell 2000 ETF0.315%3.335%171,8505,5462024-12-31
Vanguard Consumer Discretionary ETF0.309%0.413%168,3566922025-01-31
Strategic Advisers U.S. Total Stock{mg}0.283%15,466.000%154,415153,4232024-09-30
Principal SmallCap SP0.256%-3.129%139,300-4,5002024-09-30

Discussions

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ihatenewegg11/18/24 04:40pm

$LIND my hands are made out of diamonds

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