Lindblad Expeditions Holdings Inc (LIND) Ownership

9.33 ↑0.08 (0.86%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Ariel Investments, LLC is the biggest individual institutional holder of Lindblad Expeditions Holdings Inc (LIND), owning a total of 8.6 million shares. Combined, the top 37 institutional holders of LIND own 66.74% of the company with a total of 35.6 million shares.

In the latest ownership report on December 31st 2023, the top 37 institutional holders increased their combined ownership of LIND by 1.5 million shares. 13 institutions bought 2,323,125 total additional shares and increased their ownership by an average of 71.00%. However 5 institutions sold 866,641 total shares and decreased their ownership by an average of 15.88%.

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 1,456,484 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ariel Investments, LLC16.121%1.607%8,608,216136,1582023-12-31
BlackRock Inc4.909%5.921%2,621,064146,5152023-12-31
Vanguard Group Inc3.684%6.408%1,967,141118,4642023-12-31
Gilder Gagnon Howe & CO LLC3.550%-4.795%1,895,596-95,4632023-12-31
Principal Financial Group Inc3.176%-0.056%1,695,845-9492023-12-31
Royce & Associates, LP2.594%11.013%1,385,294137,4262023-12-31
Aperture Investors, LLC1.878%-36.640%1,002,668-579,8192023-12-31
Black Diamond Financial, LLC1.694%0.000%904,45202023-12-31
Pier Capital, LLC1.527%5.562%815,60642,9732023-12-31
Geode Capital Management, LLC1.493%6.515%797,26448,7622023-12-31
Franklin Resources Inc1.444%0.000%771,15802023-12-31
State Street Corporation1.410%5.796%753,03341,2522023-12-31
Millennium Management LLC1.148%239.677%613,053432,5722023-12-31
Pinnacle Associates Inc1.127%-0.452%602,015-2,7352023-12-31
Formula Growth Ltd0.980%345.817%523,403406,0002023-12-31
Arrowstreet Capital Limited Partnership0.740%228.565%395,004274,7832023-12-31
Anchor Capital Management LLC0.722%0.000%385,700385,7002023-12-31
Goldman Sachs Group Inc0.712%65.468%380,004150,3502023-12-31
Marshall Wace Asset Management Ltd0.642%0.638%342,5282,1702023-12-31
Fred Alger Management, LLC0.587%-37.450%313,458-187,6752023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ariel Investments, LLC16.121%1.607%8,608,216136,1582023-12-31
BlackRock Inc4.909%5.921%2,621,064146,5152023-12-31
Vanguard Group Inc3.684%6.408%1,967,141118,4642023-12-31
Gilder Gagnon Howe & CO LLC3.550%-4.795%1,895,596-95,4632023-12-31
Principal Financial Group Inc3.176%-0.056%1,695,845-9492023-12-31
Select Equity Group LP3.042%-34.868%1,616,385-865,3262022-09-30
Royce & Associates, LP2.594%11.013%1,385,294137,4262023-12-31
Aperture Investors, LLC1.878%-36.640%1,002,668-579,8192023-12-31
FMR Inc1.753%-70.736%936,329-2,263,2442023-09-30
Emerald Advisers, LLC1.747%-0.389%930,171-3,6292023-03-31
Black Diamond Financial, LLC1.694%0.000%904,45202023-12-31
Pier Capital, LLC1.527%5.562%815,60642,9732023-12-31
Geode Capital Management, LLC1.493%6.515%797,26448,7622023-12-31
Franklin Resources Inc1.444%0.000%771,15802023-12-31
State Street Corporation1.410%5.796%753,03341,2522023-12-31
Polar Asset Management Partners1.172%5.087%625,92630,2992023-09-30
Citadel Advisors Llc1.152%12.845%615,17870,0262023-06-30
Millennium Management LLC1.148%239.677%613,053432,5722023-12-31
Pinnacle Associates Inc1.127%-0.452%602,015-2,7352023-12-31
ING Investment Management LLC1.045%-21.814%556,664-155,3072022-12-31
Formula Growth Ltd0.980%345.817%523,403406,0002023-12-31
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
Arrowstreet Capital Limited Partnership0.740%228.565%395,004274,7832023-12-31
Anchor Capital Management LLC0.722%0.000%385,700385,7002023-12-31
Goldman Sachs Group Inc0.712%65.468%380,004150,3502023-12-31
Morgan Stanley - Brokerage Accounts0.645%67.770%344,249139,0582023-06-30
Marshall Wace Asset Management Ltd0.642%0.638%342,5282,1702023-12-31
Northern Trust Corp0.609%3.293%325,31010,3722023-09-30
Scout Investment Advisors Inc0.589%-2.823%314,481-9,1362023-09-30
Fred Alger Management, LLC0.587%-37.450%313,458-187,6752023-12-31
Stifel Financial Corp0.580%18.428%309,47148,1552023-09-30
BNP Paribas Investment Partners SA0.578%0.578%307,2231,7652022-06-30
UBS Group AG0.526%-2.134%280,379-6,1152023-03-31
Allianz Asset Management AG0.521%-57.048%277,007-367,9202022-09-30
Monarch Partners Asset Management LLC0.507%41.839%270,09879,6722022-12-31
Charles Schwab Investment Management Inc0.470%2.222%250,7355,4492023-03-31

Mutual Fund Ownership

Aperture Discover Equity Instl is the biggest individual fund holder of Lindblad Expeditions Holdings Inc (LIND), owning a total of 1 million shares. Combined, the top 38 mutual fund holders of LIND own 28.47% of the company with a total of 15.2 million shares.

In the latest ownership report on February 29th 2024, the top 38 fund holders increased their combined ownership of LIND by 14 thousand shares. 3 funds bought 14,557 total additional shares and increased their ownership by an average of 1.43%. However 1 funds sold 138 total shares and decreased their ownership by an average of 0.02%.

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 14,419 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.911%0.000%1,020,17902024-02-29
iShares Russell 2000 ETF1.586%-0.016%846,761-1382024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.018%0.869%543,3784,6832024-02-29
SEB Nordamerikafond Småbolag0.705%1.751%376,1766,4742024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.389%1.662%207,9313,4002024-02-29
Schwab US Small-Cap ETF™0.322%0.000%172,08202024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Aperture Discover Equity Instl1.961%-5.257%1,047,067-58,0972023-06-30
Vanguard Total Stock Mkt Idx Inv1.911%0.000%1,020,17902024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr1.901%0.000%1,015,07902023-03-31
iShares Russell 2000 ETF1.586%-0.016%846,761-1382024-02-29
Templeton Global Smaller Comp A1.274%0.000%680,43302024-01-31
Templeton Global Smaller Comp Fund A1.275%0.000%680,43302023-12-31
Royce Micro Cap Trust1.178%30.304%629,194146,3262023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.018%0.869%543,3784,6832024-02-29
Aperture Discover Equity IX USD Acc0.953%0.000%508,61902023-12-31
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
SEB Nordamerikafond Småbolag0.705%1.751%376,1766,4742024-02-29
Royce Value Trust0.700%0.000%373,70002023-12-31
Fidelity Small Cap Index0.655%1.310%349,7594,5242023-12-31
Fidelity® Select Leisure0.647%-34.502%343,800-181,1002022-11-30
Fidelity® Small Cap Index0.635%2.952%338,7769,7142023-10-31
Principal SmallCap R50.618%6.965%330,20021,5002024-01-31
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
Pier Capital Small Cap Growth Equity0.583%0.000%311,20702023-12-31
Next Century Growth Micro Cap Growth0.580%-16.491%309,401-61,1002023-03-31
Principal U.S. Small Cap Equity0.578%-3.290%308,700-10,5002023-12-31
iShares Russell 2000 Value ETF0.559%0.127%298,6003782024-02-01
Principal SmallCap Growth I Instl0.510%0.000%271,34202023-04-30
Royce Micro-Cap Invmt0.506%0.000%270,40002023-12-31
Ariel Small Cap Value Tax-Exempt0.478%-5.062%255,283-13,6112023-12-31
Fidelity® Small Cap Growth K60.465%-36.873%248,076-144,9012023-09-30
Fidelity® Extended Market Index0.392%9.209%209,10717,6332023-11-30
Fuller & Thaler Micro-Cap Core0.391%0.701%208,1751,4502022-12-31
Fuller & Thaler Behavrl Micro-Cap Core0.391%0.701%208,1751,4502022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.389%1.662%207,9313,4002024-02-29
Fidelity Extended Market Index0.386%0.983%206,0432,0052024-01-31
Fidelity Advisor® Small Cap I0.385%-55.284%205,552-254,1282023-07-31
CAM World Tourism Equity Fund0.349%146.665%186,010110,6002022-12-20
VP Partners Small Cap Growth 10.325%0.000%172,86402023-05-31
Schwab US Small-Cap ETF™0.322%0.000%172,08202024-02-29
Principal SmallCap SP0.311%-1.364%166,300-2,3002024-01-31

Discussions

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4texin

$LIND Bullish !!! Can’t wait for Monday!!

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aussie713

$LIND who here can't stand the CEO?

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