Lindblad Expeditions HoldingLIND
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 153 institutions reported holding Lindblad Expeditions Holding (LIND) in their 13F filings, down 10 from Q4 2024. 14 opened new positions and 23 sold out. The largest holders were Ariel Investments ($72.1M), BlackRock, Inc. ($28.6M) and Vanguard Group Inc. ($21.0M). 8 famous investors held it, including John W. Rogers Jr. (0.8% of Ariel Investments's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Lindblad Expeditions Holding
- CUSIP
- 535219109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $11.9M |
| Exits | 23 | $8.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,620,190 shares bought and 2,522,041 shares sold, net +1,098,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Ariel Investments | 0.85% | Add +6.0% | 7,777,768 | $72.1M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 3,086,750 | $28.6M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 2,270,726 | $21.0M |
| Anchor Capital Management Company, LLC | 15.25% | Add +7.6% | 1,644,903 | $15.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.6% | 1,519,641 | $14.1M |
| Royce & Associates LP | 0.13% | Reduce -0.2% | 1,249,507 | $11.6M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -4.7% | 953,528 | $8.8M |
| Penn Capital Management Company, LLC | 0.85% | Add +110.0% | 944,505 | $8.8M |
| Black Diamond Financial, LLC | 1.31% | No change | 940,912 | $8.7M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +20.3% | 889,277 | $8.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 881,206 | $8.2M |
| Franklin Resources Inc. | 0.00% | No change | 818,963 | $7.6M |
| State Street Corp. | 0.00% | Reduce -0.8% | 808,116 | $7.5M |
| Portolan Capital Management, LLC | 0.49% | Add +26.6% | 689,246 | $6.4M |
| New York State Common Retirement Fund | 0.01% | Add +106.9% | 684,851 | $6.3M |
| Driehaus Capital Management LLC | 0.06% | New | 636,461 | $5.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +6.5% | 532,525 | $4.9M |
| Aperture Investors, LLC | 0.74% | Reduce -28.1% | 527,053 | $4.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.9% | 394,463 | $3.7M |
| UBS Group AG | 0.00% | Reduce -12.8% | 393,874 | $3.7M |
| Formula Growth Ltd. | 1.47% | No change | 390,775 | $3.6M |
| Millennium Management | 0.00% | Reduce -0.9% | 378,259 | $3.5M |
| Marshall Wace, LLP | 0.00% | Reduce -15.0% | 350,603 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +10.8% | 320,275 | $3.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 309,170 | $2.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.4% | 304,293 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -37.2% | 292,130 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -26.8% | 284,522 | $2.6M |
| Oberweis Asset Management Inc./ | 0.12% | No change | 266,000 | $2.5M |
| Rice Hall James & Associates, LLC | 0.14% | Reduce -0.6% | 262,843 | $2.4M |
| Gotham Asset Management | 0.02% | New | 40,569 | $2.4M |
| Hunter Associates Investment Management LLC | 0.32% | Reduce -3.6% | 221,890 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +61.6% | 219,649 | $2.0M |
| Algert Global LLC | 0.05% | Add +56.1% | 208,298 | $1.9M |
| North Star Investment Management Corp. | 0.14% | New | 201,900 | $1.9M |
| Hedges Asset Management LLC | 1.16% | No change | 190,000 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -7.5% | 181,299 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.2% | 174,051 | $1.6M |
| Barclays PLC | 0.00% | Add +141.6% | 173,542 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -19.9% | 169,940 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Reduce -33.4% | 160,300 | $1.5M |
| Panagora Asset Management Inc. | 0.01% | Add +30.6% | 160,232 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.3% | 155,610 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +68.3% | 151,770 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -43.2% | 143,489 | $1.3M |
| Nuveen, LLC | 0.00% | — | 135,580 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.7% | 101,284 | $939K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.3% | 94,260 | $874K |
| Nicholas Investment Partners, LP | 0.10% | New | 92,272 | $855K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 90,155 | $836K |
| Citadel Advisors | 0.00% | Reduce -47.7% | 79,204 | $734K |
| Mackenzie Financial Corp. | 0.00% | Add +67.7% | 76,552 | $710K |
| Squarepoint Ops LLC | 0.00% | Add +192.0% | 74,725 | $693K |
| Swiss National Bank | 0.00% | No change | 73,641 | $683K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.0% | 73,431 | $681K |
| Bank of America Corp. | 0.00% | Reduce -24.7% | 72,402 | $671K |
| PDT Partners, LLC | 0.05% | Add +17.2% | 70,486 | $653K |
| Jane Street Group, LLC | 0.00% | Add +194.0% | 68,672 | $637K |
| Susquehanna International Group, LLP | 0.00% | Add +278.3% | 59,725 | $554K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +7.0% | 60,593 | $533K |
| Moors & Cabot, Inc. | 0.03% | Add +1.4% | 54,250 | $503K |
| Needham Investment Management LLC | 0.05% | No change | 52,223 | $484K |
| Rhumbline Advisers | 0.00% | Add +0.6% | 50,898 | $472K |
| Graham Capital Management, L.P. | 0.02% | Add +60.2% | 50,871 | $472K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -19.6% | 44,731 | $415K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 43,667 | $405K |
| Cacti Asset Management LLC | 0.03% | No change | 41,500 | $395K |
| Cresset Asset Management, LLC | 0.00% | No change | 42,441 | $393K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.0% | 40,918 | $379K |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 39,880 | $370K |
| Norges Bank | 0.00% | Reduce -60.1% | 39,200 | $363K |
| California State Teachers Retirement System | 0.00% | No change | 35,280 | $327K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.4% | 35,119 | $326K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 34,826 | $323K |
| Legal & General Group Plc | 0.00% | Add +0.0% | 33,040 | $306K |
| D. E. Shaw & Co. | 0.00% | Add +11.6% | 31,743 | $294K |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 30,795 | $285K |
| Deutsche Bank AG | 0.00% | Add +1.5% | 30,004 | $278K |
| Numerai GP LLC | 0.05% | Add +176.0% | 29,533 | $274K |
| Balyasny Asset Management L.P. | 0.00% | Add +137.9% | 27,956 | $259K |
| Militia Capital Partners, LP | 0.19% | New | 25,668 | $238K |
| Engineers Gate Manager LP | 0.00% | New | 25,315 | $235K |
| Nebula Research & Development LLC | 0.02% | Add +1.4% | 24,941 | $231K |
| Man Group plc | 0.00% | Reduce -21.0% | 24,941 | $231K |
| Prudential Financial Inc. | 0.00% | New | 24,490 | $227K |
| Summit Global Investments | 0.02% | Reduce -1.9% | 24,480 | $227K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 23,900 | $222K |
| Balanced Rock Investment Advisors LLC | 0.17% | Reduce -1.0% | 23,454 | $217K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.3% | 22,833 | $212K |
| Allianz Asset Management GmbH | 0.00% | Reduce -15.7% | 22,100 | $205K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.1% | 21,329 | $198K |
| OmniStar Financial Group, Inc. | 0.15% | New | 20,491 | $190K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 20,071 | $186K |
| Intech Investment Management LLC | 0.00% | Add +41.3% | 19,976 | $185K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -72.6% | 19,743 | $183K |
| SG Americas Securities, LLC | 0.00% | Reduce -5.0% | 19,179 | $178K |
| State of Wyoming | 0.02% | Reduce -10.8% | 18,701 | $173K |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 18,513 | $172K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 17,654 | $164K |
| PFG Investments, LLC | 0.01% | No change | 16,300 | $151K |
| AQR Capital Management | 0.00% | Add +44.4% | 15,994 | $148K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 15,620 | $145K |
| Janus Henderson Group PLC | 0.00% | No change | 14,166 | $135K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 13,945 | $129K |
| Walleye Capital LLC | 0.00% | Reduce -21.3% | 13,855 | $128K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 13,506 | $125K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 13,184 | $122K |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.6% | 12,469 | $116K |
| Vantage Wealth | 0.03% | No change | 12,000 | $111K |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 11,541 | $107K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 10,920 | $101K |
| Simon Quick Advisors, LLC | 0.01% | Add +1.3% | 10,724 | $99K |
| Petrus Trust Company, LTA | 0.01% | Reduce -69.2% | 10,525 | $98K |
| HSBC Holdings PLC | 0.00% | Reduce -23.1% | 10,566 | $97K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,000 | $93K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,300 | $86K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,511 | $70K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,220 | $58K |
| Quantbot Technologies LP | 0.00% | Add +28.4% | 6,090 | $56K |
| Aquatic Capital Management LLC | 0.00% | Reduce -74.1% | 4,908 | $45K |
| Assetmark, Inc. | 0.00% | Reduce -2.7% | 4,275 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,449 | $32K |
| FMR LLC | 0.00% | Add +41.9% | 3,269 | $30K |
| AlphaQuest LLC | 0.00% | Reduce -62.6% | 3,242 | $30K |
| New York State Teachers Retirement System | 0.00% | No change | 3,243 | $30K |
| Manchester Capital Management LLC | 0.00% | No change | 2,850 | $26K |
| Royal Bank of Canada | 0.00% | Reduce -46.7% | 2,870 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 2,275 | $21K |
| Summit Securities Group LLC | 0.01% | New | 1,883 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +32.9% | 1,491 | $14K |
| Amalgamated Bank | 0.00% | Add +17.7% | 1,244 | $12K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 1,218 | $11K |
| Quadrant Capital Group LLC | 0.00% | No change | 905 | $8K |
| SBI Securities Co., Ltd. | 0.00% | No change | 883 | $8K |
| MAI Capital Management | 0.00% | No change | 624 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +35.3% | 395 | $4K |
| Larson Financial Group LLC | 0.00% | New | 397 | $4K |
| Cwm, LLC | 0.00% | Add +48.0% | 333 | $3K |
| GAMMA Investing LLC | 0.00% | Add +254.8% | 298 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.2% | 216 | $2K |
| Signaturefd, LLC | 0.00% | Add +51.5% | 197 | $2K |
| Rothschild Investment LLC | 0.00% | Add +36.0% | 170 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 99 | $918 |
| Fortitude Family Office, LLC | 0.00% | No change | 80 | $742 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 74 | $686 |
| Farther Finance Advisors, LLC | 0.00% | No change | 52 | $498 |
| CoreCap Advisors, LLC | 0.00% | New | 47 | $436 |
| Comerica Bank | 0.00% | No change | 42 | $389 |
| Stephens Consulting, LLC | 0.00% | New | 35 | $325 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 32 | $297 |
| Coldstream Capital Management Inc. | 0.00% | New | 18 | $167 |
| Brooklyn Investment Group | 0.00% | New | 17 | $158 |
| Clearstead Advisors, LLC | 0.00% | Reduce -100.0% | 7 | $65 |
"% of holder's portfolio" is LIND's weight in each manager's 13F, not the share of Lindblad Expeditions Holding the manager owns.