IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lindblad Expeditions Holding (LIND)

CUSIP: 535219109 | NYSE | Consumer Cyclical · Travel Services | Small Cap | 550 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ALindblad Sven-Olof10,783,96216.7%New 5%+ stakeFeb 4, 2026No 13F filer matched
13D/ALindblad Sven-Olof10,783,962
16.7% of class · Feb 4, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc1,167,805
0.0% of portfolio›$36.7M
Dimensional Fund Advisors LP1,024,280
0.0% of portfolio›$32.2M
Black Diamond Financial, LLC959,964
2.6% of portfolio›$30.2M
Pinnacle Associates LTD864,233
0.3% of portfolio›$27.2M
Citigroup Inc650,708
0.0% of portfolio›$20.5M
Allspring Global Investments Holdings, LLC329,855
0.0% of portfolio›$11.1M
MacKenzie Financial Corp278,544
0.0% of portfolio›$8.8M
Hunter Associates Investment Management LLC214,840
0.0% of portfolio›$6.8K
North Star Investment Management Corp.204,800
0.3% of portfolio›$6.4M
GAM Holding AG199,500
0.5% of portfolio›$6.3M
Wedge Capital Management L L P80,844
0.0% of portfolio›$2.5M
Hedges Asset Management LLC71,050
1.6% of portfolio›$2.2M
Creative Planning58,161
0.0% of portfolio›$1.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP45,918
0.0% of portfolio›$1.4M
Virginia Retirement Systems ET Al43,900
0.0% of portfolio›$1.4M
Cookson Peirce & Co Inc43,719
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd42,952
0.0% of portfolio›$1.3M
Cacti Asset Management LLC39,500
0.1% of portfolio›$1.2M
Harbour Capital Advisors, LLC29,875
0.2% of portfolio›$939.0K
Calamos Advisors LLC29,782
0.0% of portfolio›$936.0K
Tectonic Advisors LLC29,428
0.0% of portfolio›$924.9K
Harbor Capital Advisors, Inc.27,348
0.0% of portfolio›$860
Inspire Investing, LLC20,130
0.0% of portfolio›$632.7K
Simon Quick Advisors, LLC19,293
0.0% of portfolio›$606.4K
ANB Bank15,510
0.2% of portfolio›$487.5K
Arizona State Retirement System13,848
0.0% of portfolio›$435.2K
Wealth Enhancement Advisory Services, LLC12,577
0.0% of portfolio›$447.0K
Lanark Financial, Inc.10,335
0.0% of portfolio›$324.8K
Krilogy Financial LLC9,562
0.0% of portfolio›$346.4K
Pictet Asset Management Holding SA9,516
0.0% of portfolio›$299.1K
DekaBank Deutsche Girozentrale8,864
0.0% of portfolio›$280
World Equity Group, Inc.6,582
0.1% of portfolio›$206.9K
Assetmark, Inc5,811
0.0% of portfolio›$182.6K
Pinnacle Wealth Planning Services, Inc.5,202
0.0% of portfolio›$163.5K
State of Alaska, Department of Revenue3,300
0.0% of portfolio›$103
KBC Group NV2,992
0.0% of portfolio›$94
Nisa Investment Advisors, LLC2,390
0.0% of portfolio›$75.1K
Bullock Wealth Management Group1,770
0.0% of portfolio›$59.5K
Sterling Capital Management LLC1,665
0.0% of portfolio›$52.3K
Gamma Investing LLC1,249
0.0% of portfolio›$39.3K
Larson Financial Group LLC642
0.0% of portfolio›$20.2K
Farther Finance Advisors, LLC636
0.0% of portfolio›$20.0K
Spire Wealth Management550
0.0% of portfolio›$17.3K
SJS Investment Consulting Inc.422
0.0% of portfolio›$13.3K
Covestor Ltd349
0.0% of portfolio›$11
EverSource Wealth Advisors, LLC342
0.0% of portfolio›$10.7K
Essential Partners LLC244
0.0% of portfolio›$7.7K
Root Financial Partners, LLC217
0.0% of portfolio›$6.8K
Silver Grove Financial Group, Inc.154
0.0% of portfolio›$4.8K
Provenance Wealth Advisors, LLC142
0.0% of portfolio›$4.5K
True Wealth Design, LLC127
0.0% of portfolio›$4.0K
IFP Advisors, Inc125
0.0% of portfolio›$3.9K
Parallel Advisors, LLC112
0.0% of portfolio›$3.5K
Parkside Financial Bank & Trust83
0.0% of portfolio›$2.6K
WPG Advisers, LLC81
0.0% of portfolio›$2.5K
Signaturefd, LLC72
0.0% of portfolio›$2.3K
Pension & Wealth Management Advisors, Inc.59
0.0% of portfolio›$1.9K
Versant Capital Management, Inc59
0.0% of portfolio›$1.9K
Torren Management, LLC44
0.0% of portfolio›$1.4K
Rossby Financial, LCC34
0.0% of portfolio›$1.1K
SBI Securities Co., Ltd.31
0.0% of portfolio›$974
Ascentis Wealth Management, LLC27
0.0% of portfolio›$848
Physician Wealth Advisors, Inc.20
0.0% of portfolio›$629
Private Trust Co NA19
0.0% of portfolio›$597
First Horizon Corp18
0.0% of portfolio›$566
StyleTurnoverLocationFiled
Principal Financial Group Inc
1,167,805$36.7M0.0%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
1,024,280$32.2M0.0%IndexLowAustin, TX2026-11-04
Black Diamond Financial, LLC
959,964$30.2M2.6%ETFVery LowTowson, MD2026-10-26
Pinnacle Associates LTD
864,233$27.2M0.3%CoreLowNew York, NY2026-10-20
Citigroup Inc
650,708$20.5M0.0%CoreMediumNew York, NY2026-11-04
Allspring Global Investments Holdings, LLC
329,855$11.1M0.0%CoreMediumCharlotte, NC2026-11-04
MacKenzie Financial Corp
278,544$8.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Hunter Associates Investment Management LLC
214,840$6.8K0.0%CoreLowPittsburgh, PA2026-10-26
North Star Investment Management Corp.
204,800$6.4M0.3%CoreLowChicago, IL2026-10-27
GAM Holding AG
199,500$6.3M0.5%CoreMediumZurich, Switzerland2026-11-03
Wedge Capital Management L L P
80,844$2.5M0.0%ValueMediumCharlotte, NC2026-10-13
Hedges Asset Management LLC
71,050$2.2M1.6%YieldLowReno, NV2026-10-29
Creative Planning
58,161$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
45,918$1.4M0.0%GrowthVery LowBoston, MA2026-10-23
Virginia Retirement Systems ET Al
43,900$1.4M0.0%CoreMediumRichmond, VA2026-10-28
Cookson Peirce & Co Inc
43,719$1.4M0.0%GrowthHighPittsburgh, PA2026-10-30
Y-Intercept (Hong Kong) Ltd
42,952$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Cacti Asset Management LLC
39,500$1.2M0.1%CoreVery LowAtlanta, GA2026-10-01
Harbour Capital Advisors, LLC
29,875$939.0K0.2%GrowthLowTysons Corner, VA2026-10-13
Calamos Advisors LLC
29,782$936.0K0.0%GrowthMediumNaperville, IL2026-11-02
Tectonic Advisors LLC
29,428$924.9K0.0%YieldLowFrisco, TX2026-10-22
Harbor Capital Advisors, Inc.
27,348$8600.0%ValueHighChicago, IL2026-10-22
Inspire Investing, LLC
20,130$632.7K0.0%GARPHighMeridian, ID2026-10-22
Simon Quick Advisors, LLC
19,293$606.4K0.0%ETFLowMorristown, NJ2026-10-26
ANB Bank
15,510$487.5K0.2%CoreLowDenver, CO2026-10-09
Arizona State Retirement System
13,848$435.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
12,577$447.0K0.0%CoreLowPlymouth, MN2026-10-13
Lanark Financial, Inc.
10,335$324.8K0.0%CoreMediumBirmingham, AL2026-10-26
Krilogy Financial LLC
9,562$346.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Pictet Asset Management Holding SA
9,516$299.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
DekaBank Deutsche Girozentrale
8,864$2800.0%CoreLowFrankfurt, Hong Kong2026-10-27
World Equity Group, Inc.
6,582$206.9K0.1%GrowthMediumSchaumburg, IL2026-10-14
Assetmark, Inc
5,811$182.6K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
5,202$163.5K0.0%GARPLowMansfield, OH2026-10-27
State of Alaska, Department of Revenue
3,300$1030.0%CoreVery LowJuneau, AK2026-10-15
KBC Group NV
2,992$940.0%CoreMediumBrussels, Czech Republic2026-10-22
Nisa Investment Advisors, LLC
2,390$75.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bullock Wealth Management Group
1,770$59.5K0.0%GrowthLowBloomington, IN2026-10-09
Sterling Capital Management LLC
1,665$52.3K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,249$39.3K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
642$20.2K0.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
636$20.0K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
550$17.3K0.0%GrowthMediumMclean, VA2026-10-30
SJS Investment Consulting Inc.
422$13.3K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
349$110.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
342$10.7K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
244$7.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
217$6.8K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
154$4.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
142$4.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
127$4.0K0.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
125$3.9K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
112$3.5K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
83$2.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
WPG Advisers, LLC
81$2.5K0.0%CoreLowBaltimore, MD2026-10-27
Signaturefd, LLC
72$2.3K0.0%IndexLowAtlanta, GA2026-10-23
Pension & Wealth Management Advisors, Inc.
59$1.9K0.0%ETFLowWaltham, MA2026-10-16
Versant Capital Management, Inc
59$1.9K0.0%GARPLowPhoenix, AZ2026-10-02
Torren Management, LLC
44$1.4K0.0%ETFMediumSan Diego, CA2026-10-29
Rossby Financial, LCC
34$1.1K0.0%ETFMediumMelbourne, FL2026-11-05
SBI Securities Co., Ltd.
31$9740.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Wealth Management, LLC
27$8480.0%Agg GrowthLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
20$6290.0%ETFMediumMidvale, UT2026-10-20
Private Trust Co NA
19$5970.0%CoreLowCleveland, OH2026-10-20
First Horizon Corp
18$5660.0%CoreLowMemphis, TN2026-10-26