56% buyers of institutions opening or closing positions this quarter
10 more new buyers than exits, ownership rose 22.38 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
56% buyers of institutions opening or closing positions this quarter
68.5% institutional ownership
MSD Partners, L.P. portfolio allocation
Institutional ownership vs Travel Services peers
No Form 4 insider transactions on file
Latest positioning in LIND across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LIND held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 4.1M | $71.2M | +128970.5% | 7.490% | 0.00% |
| 2 | BlackRock, Inc. | 3.5M | $60.6M | +1.2% | 6.377% | 0.00% |
| 3 | ARIEL INVESTMENTS, LLC | 3.4M | $59.5M | -32.8% | 6.256% | 0.67% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $36.4M | β | 3.832% | 0.00% |
| 5 | MSD Partners, L.P. | 1.6M | $28.3M | β | 2.975% | 34.36% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 1.5M | $26.5M | +3.2% | 2.783% | 0.01% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3M | $22.0M | +44.7% | 2.316% | 0.01% |
| 8 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.2M | $20.5M | +108.8% | 2.157% | 0.15% |
| 9 | UBS Group AG | 1.1M | $18.9M | +31.3% | 1.991% | 0.00% |
| 10 | ROYCE & ASSOCIATES LP | 1.1M | $18.5M | -2.0% | 1.946% | 0.18% |
| 11 | Black Diamond Financial, LLC | 1.1M | $18.5M | 0.0% | 1.944% | 2.02% |
| 12 | Select Equity Group, L.P. | 1.1M | $18.3M | β | 1.925% | 0.09% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $17.6M | +12.1% | 1.853% | 0.00% |
| 14 | ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 982K | $17.0M | -48.6% | 1.787% | 18.33% |
| 15 | Bank of New York Mellon Corp | 964K | $16.7M | -6.5% | 1.753% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 927K | $16.0M | +53.4% | 1.687% | 0.00% |
| 17 | STATE STREET CORP | 870K | $15.0M | +4.4% | 1.582% | 0.00% |
| 18 | BWCP, LP | 866K | $15.0M | β | 1.575% | 2.28% |
| 19 | PINNACLE ASSOCIATES LTD | 840K | $14.5M | -7.6% | 1.529% | 0.19% |
| 20 | Penn Capital Management Company, LLC | 837K | $14.5M | -11.7% | 1.523% | 1.12% |
| 21 | MARSHALL WACE, LLP | 799K | $13.8M | +113.4% | 1.454% | 0.01% |
| 22 | DIMENSIONAL FUND ADVISORS LP | 786K | $13.6M | +59.0% | 1.430% | 0.00% |
| 23 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 779K | $13.5M | -9.9% | 1.417% | 0.10% |
| 24 | 1060 Capital, LLC | 645K | $11.2M | β | 1.173% | 13.56% |
| 25 | Nuveen, LLC | 641K | $11.1M | +292.0% | 1.166% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LIND β a direct measure of their conviction.
Filings activity in LIND during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 196 | +5.4% | 68.50% | +22.38 pp | $805M | +49% |
| Q4 2025 | 186 | +8.1% | 46.12% | +4.64 pp | $542M | +11% |
| Q3 2025 | 172 | +3.0% | 41.48% | +6.18 pp | $487M | +18% |
| Q2 2025 | 167 | +11% | 35.30% | +7.91 pp | $415M | +29% |
| Q1 2025 | 150 | 8.5% | 27.39% | 6.93 pp | $322M | 20% |
| Q4 2024 | 164 | +21% | 34.32% | +9.02 pp | $403M | +36% |
| Q3 2024 | 135 | +0.0% | 25.30% | 0.89 pp | $297M | 3.4% |
| Q2 2024 | 135 | β | 26.19% | β | $308M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for LIND.
Quick answers to the most common questions about buying LIND stock.
Based on Q1 2026 13F filings, institutional ownership of Lindblad Expeditions Holdings, Inc. stands at 68.5%, held across 196 reporting institutions.
FMR LLC is the largest reported institutional holder of LIND, with approximately 4,117,350 shares worth $0.07B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of LIND.
Our composite Smart Money Score for LIND is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in LIND during Q1 2026, while 39 fully exited. 118 added to existing positions and 28 trimmed.
LIND institutional ownership rose by 22.38 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 45.1% of all reported 13F value in LIND, and the top 25 account for 73.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.