Recent Quarter Total Invested
$304.67 M
Recent Quarter Institutional Ownership Percentage
60.54%
Total Invested of Last Quarter
$314.89 M
Ownership Percentage of Last Quarter
60.98%
Lindblad Expeditions Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 11/13/2024 | 8.05 M | $74.50 M | -5.97% | 14.89% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.75 M | $25.46 M | 100.00% | 5.09% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.69 M | $15.62 M | 1.60% | 3.12% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 11/14/2024 | 1.43 M | $13.23 M | 7.95% | 2.64% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 1.41 M | $13.05 M | 0.00% | 2.61% |
| APERTURE INVESTORS, LLC | 11/14/2024 | 1.19 M | $11.04 M | -18.47% | 2.21% |
| BLACK DIAMOND FINANCIAL, LLC | 11/06/2024 | 904,452 | $8.37 M | 0.00% | 1.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 852,669 | $7.89 M | 1.31% | 1.58% |
| FRANKLIN RESOURCES INC | 11/12/2024 | 818,963 | $7.90 M | 0.37% | 1.51% |
| STATE STREET CORP | 11/14/2024 | 790,874 | $7.32 M | 0.58% | 1.46% |
| PINNACLE ASSOCIATES LTD | 10/25/2024 | 602,015 | $6.78 M | 1.05% | 1.11% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 570,150 | $5.27 M | 100.00% | 1.05% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 509,364 | $4.71 M | 159.20% | 0.94% |
| FORMULA GROWTH LTD | 11/13/2024 | 410,775 | $3.80 M | -21.52% | 0.76% |
| MARSHALL WACE, LLP | 11/14/2024 | 363,256 | $3.36 M | 10.36% | 0.67% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 352,911 | $3.26 M | -1.68% | 0.65% |
| CITADEL ADVISORS LLC | 11/14/2024 | 330,951 | $3.06 M | 16.08% | 0.61% |
| UBS GROUP AG | 11/14/2024 | 325,742 | $3.01 M | 3.08% | 0.60% |
| JPMORGAN CHASE & CO | 11/08/2024 | 322,668 | $2.98 M | 66.27% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 295,786 | $2.74 M | 1.05% | 0.55% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 292,292 | $2.70 M | 104.57% | 0.54% |
| MORGAN STANLEY | 11/14/2024 | 270,302 | $2.50 M | 5.54% | 0.50% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/28/2024 | 270,005 | $2.50 M | -0.94% | 0.50% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 263,772 | $2.44 M | 60.52% | 0.49% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/14/2024 | 259,343 | $2.40 M | 100.00% | 0.48% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 256,869 | $2.38 M | 93.02% | 0.47% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 10/24/2024 | 232,490 | $2.16 M | -1.02% | 0.43% |
| SCOUT INVESTMENTS, INC. | 11/12/2024 | 228,663 | $2.23 M | -13.93% | 0.42% |
| PIER CAPITAL, LLC | 11/15/2024 | 227,316 | $2.10 M | -70.34% | 0.42% |
| HEDGES ASSET MANAGEMENT LLC | 10/24/2024 | 189,500 | $1.75 M | -3.07% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 185,899 | $1.72 M | 368.26% | 0.34% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 181,138 | $1.68 M | 23.69% | 0.33% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 175,800 | $1.63 M | -19.28% | 0.33% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 172,257 | $1.59 M | 32.40% | 0.32% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 167,810 | $1.55 M | -8.00% | 0.31% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 136,540 | $1.26 M | 154.06% | 0.25% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 126,869 | $1.17 M | 2.56% | 0.23% |
| ALGERT GLOBAL LLC | 11/12/2024 | 120,051 | $1.11 M | -0.95% | 0.22% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 111,575 | $1.03 M | -20.56% | 0.21% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 96,050 | $888,463 | -0.36% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 92,453 | $855,190 | -20.26% | 0.17% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 87,124 | $805,897 | 4.43% | 0.16% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 84,897 | $785,297 | -9.68% | 0.16% |
| SWISS NATIONAL BANK | 11/07/2024 | 73,641 | $681,179 | 0.00% | 0.14% |
| QUENT CAPITAL, LLC | 10/04/2024 | 73,500 | $679,875 | 0.00% | 0.14% |
| QUEST PARTNERS LLC | 11/07/2024 | 60,880 | $563,140 | 1,139.41% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 60,448 | $559,000 | -56.08% | 0.11% |
| BARCLAYS PLC | 11/19/2024 | 60,234 | $557,000 | 263.67% | 0.11% |
| PDT PARTNERS, LLC | 11/14/2024 | 60,119 | $556,101 | 100.00% | 0.11% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 58,770 | $543,623 | -34.32% | 0.11% |
Lindblad Expeditions Holdings, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of LIND shares?
During the previous two years, 182 institutional investors and hedge funds held shares of Lindblad Expeditions Holdings, Inc.. The most heavily invested institutionals were:
ARIEL INVESTMENTS, LLC: 8.05 M
BlackRock Funding, Inc. /DE: 2.75 M
PRINCIPAL FINANCIAL GROUP INC: 1.69 M
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC: 1.43 M
ROYCE & ASSOCIATES LP: 1.41 M
Aperture Investors, LLC: 1.19 M
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What percentage of Lindblad Expeditions Holdings, Inc. stock is owned by institutional investors?
60.54% of Lindblad Expeditions Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at LIND ?
Institutional investors have bought a total of 36.60 M shares in the last 24 months. This purchase volume represents approximately $458.21 M in transactions.