​

Lindblad Expeditions Ownership | Who Owns Lindblad Expeditions?

OverviewForecastRevenueFinancialsChartTranscripts

Lindblad Expeditions Ownership Summary

Lindblad Expeditions is owned by 67.44% institutional investors, 31.97% insiders, and 0.60% retail investors. Ariel investments is the largest institutional shareholder, holding 12.62% of LIND shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.16% of its assets in Lindblad Expeditions shares.

LIND Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLindblad Expeditions67.44%31.97%0.60%
SectorConsumer Cyclical Stocks 60.24%14.24%25.52%
IndustryTravel Services Stocks 61.54%6.35%32.11%
IdeaTravel Stocks List62.28%13.79%23.93%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Ariel investments6.89M12.62%$80.43M
Blackrock funding, inc. /de2.99M5.48%$34.89M
Blackrock2.63M4.93%$25.40M
Vanguard group2.22M4.10%$26.28M
Anchor capital management company1.78M3.26%$20.77M
Principal financial group1.58M2.91%$18.70M
Royce & associates lp1.20M2.20%$14.00M
Penn capital management company953.12K1.75%$11.13M
Black diamond financial940.41K1.72%$10.97M
Pinnacle associates920.80K1.69%$10.75M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Anchor capital management company1.78M17.21%$20.77M
Formula growth416.70K1.84%$4.86M
Black diamond financial940.41K1.70%$10.97M
Hedges asset management147.50K1.38%$1.72M
Penn capital management company953.12K0.96%$11.13M
Ariel investments6.89M0.91%$80.43M
Aperture investors361.96K0.55%$4.22M
Hunter associates investment management223.49K0.39%$2.61M
Militia capital partners, lp58.27K0.32%$679.99K
Catalytic wealth ria297.07K0.28%$3.47M

Top Buyers

HolderShares% AssetsChange
New york state common retirement fund331.03K0.01%321.83K
Arrowstreet capital, limited partnership592.99K0.00%308.46K
Catalytic wealth ria297.07K0.28%297.07K
Marshall wace, llp568.24K0.01%217.64K
Jpmorgan chase514.21K0.00%191.55K

Top Sellers

HolderShares% AssetsChange
Ariel investments6.89M0.91%-885.72K
Portolan capital management---689.25K
Gilder gagnon howe---542.95K
Polar asset management partners---350.63K
Pier capital---227.32K

New Positions

HolderShares% AssetsChangeValue
Catalytic wealth ria297.07K0.28%297.07K$3.47M
Granahan investment management160.13K0.08%160.13K$1.87M
Harbor capital advisors120.43K0.06%120.43K$1.41M
Norges bank98.20K0.00%98.20K$1.16M
Jacobs levy equity management83.43K0.00%83.43K$805.11K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-8.00
Coldstream capital management-18.00
Family firm-20.00
Steward partners investment advisory-32.00
Kelly financial services-34.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202416216.55%31,826,225-2.82%581.61%10047.06%37-13.95%
Sep 30, 2024139-32,749,0460.38%601.63%68-15.00%4322.86%
Jun 30, 20241373.79%32,584,451-2.23%611.56%7943.64%35-28.57%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF1.18M2.16%-
Vanguard Total Stock Mkt Idx Inv1.18M2.15%-26.07K
iShares Russell 2000 ETF897.99K1.64%-17.11K
Templeton Global Smaller Comp Fund A680.43K1.24%-
Templeton Global Smaller Comp A680.43K1.24%-
Penn Capital Small Cap Equity624.84K1.14%-
Principal SmallCap R5613.50K1.12%95.10K
Principal U.S. Small Cap Equity518.40K0.95%-6.80K
Royce Micro-Cap Trust Inc493.43K0.90%-
Royce Micro Cap Trust476.13K0.87%-17.30K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 28, 2025BRESSLER BENJAMIN *Founder & CEO of NHASell$317.27K
Aug 27, 2025Byus Trey Chief Expedition OfficerSell$246.78K
Aug 27, 2025BRESSLER BENJAMIN *Founder & CEO of NHASell$923.04K
Aug 25, 2025BRESSLER BENJAMIN *Founder & CEO of NHASell$368.95K
Aug 22, 2025BRESSLER BENJAMIN *Founder & CEO of NHASell$2.85M

Insider Transactions Trends

DateBuySell
2025 Q3-11
2025 Q24-
2025 Q1--
2024 Q4-1
2024 Q341

LIND Ownership FAQ

Who Owns Lindblad Expeditions?

Lindblad Expeditions shareholders are primarily institutional investors at 67.44%, followed by 31.97% insiders and 0.59% retail investors. The average institutional ownership in Lindblad Expeditions's industry, Travel Services Stocks , is 61.54%, which Lindblad Expeditions exceeds.

Who owns the most shares of Lindblad Expeditions?

Lindblad Expeditions’s largest shareholders are Ariel investments (6.89M shares, 12.62%), Blackrock funding, inc. /de (2.99M shares, 5.48%), and Blackrock (2.63M shares, 4.93%). Together, they hold 23.03% 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?

Anchor capital management company is Lindblad Expeditions’s biggest shareholder by percentage of total assets invested, with 17.21% of its assets in 1.78M Lindblad Expeditions shares, valued at 20.77M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Lindblad Expeditions shares, with 2.16% of its total shares outstanding invested in 1.18M Lindblad Expeditions shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools