LINDBLAD EXPEDITIONS HOLDINGS, INC. — Institutional Ownership

Which tracked institutions hold LIND, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

26
Funds holding
$419959316
Total value held
Buying
20 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $122583118 4340762 +835165 +23.82%
2 Goldman Sachs Group Inc $50075252 1773203 +846020 +91.25%
3 Principal Financial Group Inc $39354755 1393582 -136286 -8.91%
4 Ubs Group Ag $34930818 1236927 +1236927 NEW BUY
5 Invesco Ltd. $34280960 1213915 +1213915 NEW BUY
6 State Street Corp $30036036 1063599 +193681 +22.26%
7 Morgan Stanley $22528685 797758 +162436 +25.57%
8 Bank Of New York Mellon Corp $19361853 685618 -278030 -28.85%
9 Northern Trust Corp $12520232 443351 +128929 +41.01%
10 Jpmorgan Chase & Co $12466772 439745 +112357 +34.32%
11 Bank Of America Corp /De/ $7570155 268065 -278767 -50.98%
12 Stifel Financial Corp $7479161 264843 +264843 NEW BUY
13 Citigroup Inc $5157471 182630 +177472 +3440.71%
14 Federated Hermes, Inc. $5103307 180712 +180712 NEW BUY
15 Barclays Plc $4840054 171390 +24282 +16.51%
16 Ameriprise Financial Inc $4502811 159448 +159448 NEW BUY
17 Sei Investments Co $3326311 117789 +7882 +7.17%
18 Wells Fargo & Company/Mn $1290681 45704 +31019 +211.23%
19 Franklin Resources Inc $828421 29335 +3101 +11.82%
20 Fifth Third Bancorp $730552 25869 -11729 -31.20%
21 Royal Bank Of Canada $510000 18084 +16333 +932.78%
22 Janus Henderson Group Plc $245213 14166 +14166 NEW BUY
23 Prudential Financial Inc $227191 8045 +8045 NEW BUY
24 Pnc Financial Services Group, Inc. $8952 317 -17 -5.09%
25 Us Bancorp \De\ $480 17 Held
26 Amalgamated Financial Corp. $75 4997 +4997 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.