Lindblad Expeditions Ownership | Who Owns Lindblad Expeditions?


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Lindblad Expeditions Ownership Summary


Lindblad Expeditions is owned by 85.65% institutional investors, 25.62% insiders. Fmr is the largest institutional shareholder, holding 7.49% of LIND shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.38% of its assets in Lindblad Expeditions shares.

LIND Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockLindblad Expeditions85.65%25.62%-11.27%
SectorConsumer Cyclical Stocks 249.86%15.44%-165.30%
IndustryTravel Services Stocks 41.45%10.58%47.97%
IdeaTravel Stocks List44.93%12.73%42.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr4.12M7.49%$71.23M
Blackrock funding, inc. /de3.51M6.38%$60.65M
Ariel investments3.44M6.26%$59.50M
Blackrock2.63M4.93%$25.40M
Vanguard group2.36M4.24%$33.96M
Msd partners1.64M2.97%$28.29M
Principal financial group1.53M2.78%$26.47M
Arrowstreet capital, limited partnership1.27M2.32%$22.02M
Driehaus capital management1.19M2.16%$20.52M
Ubs group1.09M1.99%$18.93M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Msd partners1.64M34.36%$28.29M
Anchor capital management company982.35K18.33%$16.99M
1060 capital644.92K13.56%$11.16M
Bwcp, lp865.89K2.28%$14.98M
Black diamond financial1.07M2.02%$18.48M
Hedges asset management139.90K1.42%$2.02M
Penn capital management company837.28K1.12%$14.50M
Ariel investments3.44M0.67%$59.50M
Pier capital192.01K0.55%$3.32M
Hunter associates investment management223.01K0.51%$3.86M

Top Buyers

HolderShares% AssetsChange
Fmr4.12M0.00%4.11M
Msd partners1.64M34.36%1.64M
Select equity group1.06M0.09%1.06M
Bwcp, lp865.89K2.28%865.89K
1060 capital644.92K13.56%644.92K

Top Sellers

HolderShares% AssetsChange
Ariel investments3.44M0.67%-1.68M
Anchor capital management company982.35K18.33%-928.76K
Portolan capital management---689.25K
Gilder gagnon howe---542.95K
Algert global210.70K0.05%-474.67K

New Positions

HolderShares% AssetsChangeValue
Msd partners1.64M34.36%1.64M$28.29M
Select equity group1.06M0.09%1.06M$18.30M
Bwcp, lp865.89K2.28%865.89K$14.98M
1060 capital644.92K13.56%644.92K$11.16M
Voleon capital management lp337.29K0.13%337.29K$5.84M

Sold Out

HolderChange
Clearstead advisors-7.00
Parallel advisors-7.00
Nelson, van denburg & campbell wealth management group-8.00
Coldstream capital management-18.00
Family firm-20.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20261923.23%47,083,10319.13%851.69%11231.76%52-20.00%
Dec 31, 202577-55.75%19,256,964-51.08%340.67%32-68.93%25-41.86%
Sep 30, 202574-53.16%15,272,791-57.59%270.64%42-52.27%15-64.29%
Jun 30, 20251666.41%36,815,9132.20%671.55%9237.31%43-17.31%
Mar 31, 20254-97.62%2,829,563-91.91%50.12%2-98.10%2-94.74%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.56M2.38%-
Vanguard US Total Market Shares ETF1.18M2.16%-
Fidelity Small Cap Growth1.16M1.76%419.12K
iShares Russell 2000 ETF906.30K1.38%7.66K
Strategic Advisers Fidelity US TtlStk881.40K1.35%568.78K
Templeton Global Smaller Comp Fund A680.43K1.24%-
Templeton Global Smaller Comp A680.43K1.24%-
Principal U.S. Small Cap Equity640.40K0.98%-14.60K
Principal U.S. Small Cap Select Equity640.40K0.98%-14.60K
Principal SmallCap R5608.60K0.93%-31.80K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 04, 2026Dryden L. Dyson-Sell$880.45K
May 29, 2026Dryden L. Dyson-Sell$1.22M
May 21, 2026Byus Trey Chief Expedition OfficerSell$200.50K
May 21, 2026FAHEY JOHN M JR-Sell$40.52K
May 14, 2026FAHEY JOHN M JR-Sell$19.39K

Insider Transactions Trends


DateBuySell
2026 Q2-6
2026 Q1-24
2025 Q4-1
2025 Q3-11
2025 Q24-

LIND Ownership FAQ


Who Owns Lindblad Expeditions?

Lindblad Expeditions shareholders are primarily institutional investors at 85.65%, followed by 25.62% insiders and -11.27% retail investors. The average institutional ownership in Lindblad Expeditions's industry, Travel Services Stocks , is 41.45%, which Lindblad Expeditions exceeds.

Who owns the most shares of Lindblad Expeditions?

Lindblad Expeditions’s largest shareholders are Fmr (4.12M shares, 7.49%), Blackrock funding, inc. /de (3.51M shares, 6.38%), and Ariel investments (3.44M shares, 6.26%). Together, they hold 20.12% of Lindblad Expeditions’s total shares outstanding.

Does Blackrock own Lindblad Expeditions?

Yes, BlackRock owns 4.93% of Lindblad Expeditions, totaling 2.63M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.4M$. In the last quarter, BlackRock increased its holdings by 5.94K shares, a 0.23% change.

Who is Lindblad Expeditions’s biggest shareholder by percentage of total assets invested?

Msd partners is Lindblad Expeditions’s biggest shareholder by percentage of total assets invested, with 34.36% of its assets in 1.64M Lindblad Expeditions shares, valued at 28.29M$.

Who is the top mutual fund holder of Lindblad Expeditions shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Lindblad Expeditions shares, with 2.38% of its total shares outstanding invested in 1.56M Lindblad Expeditions shares.

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