Lindblad Expeditions Holdings - Common Stock SH SH (LIND)

CUSIP: 535219109

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+68,630
Put/Call ratio
110%
SEC-reported price per share
$11.27
Number of holders
129
Value change
+$1,817,324
Number of buys
63
Open additional details 1 more signal available
Number of sells
50
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
65,773,429

Security key

535219109

Report period

Q4 2023

Institutions

129

Top holders

10

Ownership snapshot

Top reported holders of LIND - Lindblad Expeditions Holdings - Common Stock SH SH (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
ARIEL INVESTMENTS, LLC
Disclosed value leader
ARIEL INVESTMENTS, LLC
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 13% Showing 1-6 of 15 holder rows.

Quick read

ARIEL INVESTMENTS, LLC leads the comparable SEC ownership view at 13%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens ARIEL INVESTMENTS, LLC's linked filing trail.
Comparable ownership Top 5
ARIEL INVESTMENTS, LLC 13%
BlackRock Finance, Inc. 3.8%
GILDER GAGNON HOWE & CO LLC 3%
VANGUARD GROUP INC 2.8%
PRINCIPAL FINANCIAL GROUP INC 2.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ARIEL INVESTMENTS, LLC
13F
Company
13F
13%
$60,998,818
8,472,058 shares
30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
3.8%
$17,816,752
2,474,549 shares
30 Sep 2023
GILDER GAGNON HOWE & CO LLC
13F
Company
13F
3%
$14,335,625
1,991,059 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
2.8%
$13,310,473
1,848,677 shares
30 Sep 2023
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
2.6%
$12,216,916
1,696,794 shares
30 Sep 2023
Aperture Investors, LLC
13F
Company
13F
2.4%
$11,393,906
1,582,487 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
129
Shares
33,429,151
Rows available
129
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
120
Q4 2023 holders
129
Holder diff
9
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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