Lindblad Expeditions Ownership | Who Owns Lindblad Expeditions?
Lindblad Expeditions Ownership Summary
Lindblad Expeditions is owned by 58.83% institutional investors, 32.75% insiders, and 8.42% retail investors. Ariel investments is the largest institutional shareholder, holding 13.56% of LIND shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.20% of its assets in Lindblad Expeditions shares.
LIND Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lindblad Expeditions | 58.83% | 32.75% | 8.42% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Travel Services Stocks | 50.53% | 7.21% | 42.26% |
| Idea | Travel Stocks List | 48.88% | 13.50% | 37.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ariel investments | 7.34M | 13.56% | $87.01M |
| Blackrock funding, inc. /de | 3.07M | 5.67% | $36.37M |
| Blackrock | 2.63M | 4.93% | $25.40M |
| Vanguard group | 2.22M | 4.10% | $26.28M |
| Principal financial group | 1.58M | 2.91% | $18.70M |
| Anchor capital management company | 1.33M | 2.48% | $12.79M |
| Royce & associates lp | 1.25M | 2.32% | $14.85M |
| Pinnacle associates | 1.00M | 1.85% | $11.87M |
| Black diamond financial | 940.91K | 1.74% | $11.16M |
| Geode capital management | 854.16K | 1.58% | $10.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor capital management company | 1.33M | 13.57% | $12.79M |
| Black diamond financial | 940.91K | 1.67% | $11.16M |
| Formula growth | 390.77K | 1.57% | $4.63M |
| Hedges asset management | 190.00K | 1.49% | $2.25M |
| Aperture investors | 733.46K | 1.09% | $8.70M |
| Ariel investments | 7.34M | 0.93% | $87.01M |
| Penn capital management company | 449.80K | 0.52% | $5.33M |
| Portolan capital management | 544.27K | 0.43% | $6.46M |
| Hunter associates investment management | 230.09K | 0.42% | $2.73M |
| Intrinsic edge capital management | 202.97K | 0.29% | $2.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Penn capital management company | 449.80K | 0.52% | 449.80K |
| Anchor capital management company | 1.33M | 13.57% | 449.10K |
| Pinnacle associates | 1.00M | 0.16% | 398.88K |
| Arrowstreet capital, limited partnership | 388.69K | 0.00% | 388.69K |
| New york state common retirement fund | 331.03K | 0.01% | 321.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ariel investments | 7.34M | 0.93% | -717.07K |
| Gilder gagnon howe | - | - | -542.95K |
| Aperture investors | 733.46K | 1.09% | -460.12K |
| Polar asset management partners | - | - | -350.63K |
| Pier capital | - | - | -227.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penn capital management company | 449.80K | 0.52% | 449.80K | $5.33M |
| Arrowstreet capital, limited partnership | 388.69K | 0.00% | 388.69K | $4.61M |
| Oberweis asset management inc/ | 266.00K | 0.15% | 266.00K | $3.15M |
| Raymond james financial | 203.60K | 0.00% | 203.60K | $2.41M |
| Intrinsic edge capital management | 202.97K | 0.29% | 202.97K | $2.41M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Family firm | -20.00 |
| Kelly financial services | -34.00 |
| Lindbrook capital | -36.00 |
| Principal securities | -223.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 162 | 16.55% | 31,826,225 | -2.82% | 58 | 1.61% | 100 | 47.06% | 37 | -13.95% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.20M | 2.20% | 22.50K |
| Vanguard US Total Market Shares ETF | 1.18M | 2.16% | - |
| iShares Russell 2000 ETF | 964.72K | 1.77% | -3.48K |
| Templeton Global Smaller Comp A | 680.43K | 1.25% | - |
| Templeton Global Smaller Comp Fund A | 680.43K | 1.25% | - |
| Penn Capital Small Cap Equity | 624.84K | 1.14% | 30.33K |
| Strategic Advisers U.S. Total Stock | 575.22K | 1.05% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 556.92K | 1.02% | 9.99K |
| Principal SmallCap R5 | 527.40K | 0.97% | -7.30K |
| Principal U.S. Small Cap Equity | 500.80K | 0.92% | -15.20K |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | 4 | 1 |
| 2024 Q2 | 7 | - |
| 2024 Q1 | - | - |
LIND Ownership FAQ
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