Lindblad Expeditions Ownership | Who Owns Lindblad Expeditions?
Lindblad Expeditions Ownership Summary
Lindblad Expeditions is owned by 60.54% institutional investors, 31.74% insiders, and 7.72% retail investors. Ariel investments is the largest institutional shareholder, holding 16.05% of LIND shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.17% of its assets in Lindblad Expeditions shares.
LIND Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lindblad Expeditions | 60.54% | 31.74% | 7.72% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Travel Services Stocks | 61.53% | 12.72% | 25.75% |
| Idea | Travel Stocks List | 59.04% | 12.77% | 28.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ariel investments | 8.57M | 16.05% | $82.65M |
| Blackrock | 2.63M | 4.93% | $25.40M |
| Vanguard group | 2.22M | 4.17% | $21.47M |
| Principal financial group | 1.66M | 3.11% | $16.04M |
| Aperture investors | 1.46M | 2.74% | $14.13M |
| Royce & associates lp | 1.41M | 2.64% | $13.61M |
| Anchor capital management company | 1.33M | 2.48% | $12.79M |
| Black diamond financial | 904.45K | 1.69% | $8.73M |
| Geode capital management | 841.64K | 1.58% | $8.12M |
| Franklin resources | 815.95K | 1.53% | $7.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor capital management company | 1.33M | 13.57% | $12.79M |
| Aperture investors | 1.46M | 2.06% | $14.13M |
| Formula growth | 523.40K | 1.84% | $5.05M |
| Black diamond financial | 904.45K | 1.69% | $8.73M |
| Hedges asset management | 195.50K | 1.35% | $1.89M |
| Pier capital | 766.36K | 1.10% | $7.40M |
| Ariel investments | 8.57M | 0.89% | $82.65M |
| Hunter associates investment management | 234.89K | 0.38% | $2.26M |
| Balanced rock investment advisor | 32.06K | 0.26% | $309.43K |
| Rice hall james & associates | 272.57K | 0.16% | $2.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Anchor capital management company | 1.33M | 13.57% | 449.10K |
| Vanguard group | 2.22M | 0.00% | 225.56K |
| Norges bank | 149.20K | 0.00% | 149.20K |
| Tudor investment corp et al | 130.10K | 0.01% | 130.10K |
| Jpmorgan chase | 194.06K | 0.00% | 121.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gilder gagnon howe | - | - | -542.95K |
| Arrowstreet capital, limited partnership | - | - | -408.27K |
| Royal bank of canada | - | - | -360.00K |
| Polar asset management partners | - | - | -350.63K |
| Ariel investments | 8.57M | 0.89% | -312.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 149.20K | 0.00% | 149.20K | $1.44M |
| Tudor investment corp et al | 130.10K | 0.01% | 130.10K | $1.26M |
| Jacobs levy equity management | 83.43K | 0.00% | 83.43K | $805.11K |
| Needham investment management | 52.22K | 0.04% | 52.22K | $503.95K |
| Sherbrooke park advisers | 43.01K | 0.07% | 43.01K | $415.06K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Family firm | -20.00 |
| Kelly financial services | -34.00 |
| Legend financial advisors | -181.00 |
| Principal securities | -223.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 139 | - | 32,749,046 | 0.38% | 60 | 1.63% | 68 | -15.00% | 43 | 22.86% |
| Jun 30, 2024 | 137 | 3.79% | 32,584,451 | -2.23% | 61 | 1.56% | 79 | 43.64% | 35 | -28.57% |
| Mar 31, 2024 | 132 | - | 33,328,139 | -0.23% | 62 | 1.59% | 55 | -16.67% | 49 | 16.67% |
| Dec 31, 2023 | 132 | 9.09% | 33,404,207 | 1.45% | 62 | 1.64% | 66 | 15.79% | 42 | 5.00% |
| Sep 30, 2023 | 121 | 4.31% | 32,928,079 | -3.76% | 61 | 1.49% | 57 | -5.00% | 40 | 29.03% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.18M | 2.17% | - |
| iShares Russell 2000 ETF | 902.89K | 1.66% | -2.03K |
| Templeton Global Smaller Comp Fund A | 680.43K | 1.25% | - |
| Templeton Global Smaller Comp A | 680.43K | 1.25% | - |
| Royce Micro Cap Trust | 629.19K | 1.16% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 589.67K | 1.08% | -2.15K |
| Principal U.S. Small Cap Equity | 516.00K | 0.95% | 100.10K |
| Principal SmallCap R5 | 516.00K | 0.95% | - |
| Aperture Discover Equity IX USD Acc | 412.66K | 0.76% | -4.21K |
| Royce Small-Cap Trust | 373.70K | 0.69% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | FAHEY JOHN M JR | - | Sell | $82.32K |
| Aug 28, 2024 | BRODSKY NOAH | Chief Commercial Officer | Sell | $150.61K |
| Aug 21, 2024 | Lindblad Sven-Olof | CEO | Buy | $255.29K |
| Aug 19, 2024 | Kaufman Pamela O. | - | Buy | $19.30K |
| Aug 02, 2024 | SCHULTZ ALEX P | - | Buy | $165.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | 4 | 1 |
| 2024 Q2 | 7 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 3 | 1 |
LIND Ownership FAQ
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