As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Lindblad Expeditions Holdings. The largest reported stake is Lindblad Sven-Olof's, at 16.7%. 10 filings are on record since November 14, 2025 (Schedule 13D/A, February 10, 2026).
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Key facts
- · Reporting person: Fmr LLC · Sole voting: 7,497,533 · Shared voting: 0 · Sole dispositive: 7,500,078 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-05
- · Reporting person: Ariel Investments, LLC · Sole voting: 2,280,261 · Shared voting: 0 · Sole dispositive: 2,762,484 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: BlackRock, Inc. · Sole voting: 3,743,508 · Shared voting: 0 · Sole dispositive: 3,821,174 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-29
- · Holder: Fmr LLC · Percent: 10.1% · SCHEDULE 13G/A
- · Holder: Gregg R. Lemkau · Percent: 4.99% · SCHEDULE 13G/A
Lindblad Expeditions Holdings has 10 Schedule 13D or 13G filings on record since 2025-11-14. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 16.7% | 10,783,962 | SCHEDULE 13D/A, 2026-02-10 | 2026-02-04 | |
| Fmr LLC | 11.4% | 7,500,078 | SCHEDULE 13G/A, 2026-11-05 | 2026-09-30 |
| BlackRock, Inc. | 5.8% | 3,821,174 | SCHEDULE 13G, 2026-07-29 | 2026-06-30 |
| 5.1% | 3,333,719 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 | |
| 4.99% | 3,270,566 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 | |
| Ariel Investments, LLC | 4.2% | 2,762,484 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
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More on Lindblad Expeditions Holdings and the records around it.
Lindblad Expeditions Holdings elsewhere on the record
Companies that share a holder
- MSD Partners, L.P. also filed stake reports on 2 other companies: Xponential Fitness, Inc. (Feb 2026), Office Properties Income Trust (Aug 2025)
- Ariel Investments, LLC also filed stake reports on 13 other companies: Madison Square Garden Entertai (Aug 2026), Mattel Inc (Aug 2026), Sphere Entertainment Co (Aug 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fmr LLC | 7,497,533 | 0 | 7,500,078 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Abigail P. Johnson | 0 | 0 | 7,500,078 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| BlackRock, Inc. | 3,743,508 | 0 | 3,821,174 | 0 | SCHEDULE 13G, 2026-07-29 |
| Ariel Investments, LLC | 2,280,261 | 0 | 2,762,484 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Lindblad Expeditions Holdings by CUSIP 535219109 and gives its principal executive office as 11 WEST 42ND STREET, SUITE 22 B3, NEW YORK, NY 10036 (SCHEDULE 13G/A, 2026-11-05).
Purpose of Transaction (Item 4)
Lindblad Sven-Olof
As previously reported, the Reporting Person received 14,125,827 shares of Common Stock upon consummation of the transactions described in that certain Agreement and Plan of Merger, dated as of March 9, 2015 (the "Merger Agreement"), by and among Capitol Acquisition Corp. II, a Delaware corporation ("Capitol"), Argo Expeditions, LLC ("LLC Sub"), a wholly-owned subsidiary of Capitol, Argo Merger Sub, Inc. ("Merger Sub"), a wholly-owned subsidiary of LLC Sub, and Lindblad Expeditions, Inc., a New York corporation ("Lindblad"). A copy of the Merger Agreement is filed as Exhibit 1 to this Schedule 13D and is incorporated herein by reference. As previously reported, the Reporting Person is also party to a Registration Rights Agreement in respect of the shares of Common Stock he received in the Mergers. Such rights include two demand registration rights and unlimited "piggy-back" registration rights. A copy of the Registration Rights Agreement is filed as Exhibit 2 to this Schedule 13D and is incorporated herein by reference. On January 10, 2017, the Reporting Person contributed 716,500 shares of Common Stock to the Issuer to fund the Lindblad Expeditions Holdings, Inc. 2016 CEO Share Allocation Plan, which was approved by the Issuer's stockholders on June 2, 2016, without any cost or charge, pursuant to a Contribution Agreement dated as of July 6, 2016, by and between the Issuer and Sven-Olof Lindblad. Copies of the Lindblad Expeditions Holdings, Inc. 2016 CEO Share …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-02-10; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Ariel Investments, LLC | 10.1% | SCHEDULE 13G/A |
| 2026-02-10 | Lindblad Sven-Olof | 16.7% | SCHEDULE 13D/A |
| 2026-02-17 | Ein Mark | 5.1% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 6.3% | SCHEDULE 13G |
| 2026-05-14 | Ariel Investments, LLC | 5.3% | SCHEDULE 13G/A |
| 2026-05-15 | Gregg R. Lemkau | 4.99% | SCHEDULE 13G/A |
| 2026-07-08 | Fmr LLC | 10.1% | SCHEDULE 13G/A |
| 2026-07-29 | BlackRock, Inc. | 5.8% | SCHEDULE 13G |
| 2026-08-14 | Ariel Investments, LLC | 4.2% | SCHEDULE 13G/A |
| 2026-11-05 | Fmr LLC | 11.4% | SCHEDULE 13G/A |
Questions about who owns Lindblad Expeditions Holdings
Who owns Lindblad Expeditions Holdings?
On this page, 4 holders' latest ownership filings report 5% or more of Lindblad Expeditions Holdings: Lindblad Sven-Olof (16.7%, Schedule 13D/A, filed 2026-02-10), Fmr LLC (11.4%, Schedule 13G/A, filed 2026-11-05), BlackRock, Inc. (5.8%, Schedule 13G, filed 2026-07-29) and Ein Mark (5.1%, Schedule 13G/A, filed 2026-02-17).
Who are the largest shareholders of Lindblad Expeditions Holdings?
By the share each holder's latest filing reports, the largest holders of Lindblad Expeditions Holdings on this page are Lindblad Sven-Olof (16.7%), Fmr LLC (11.4%) and BlackRock, Inc. (5.8%).
When did Lindblad Sven-Olof buy into Lindblad Expeditions Holdings?
The filings give report dates, not purchase dates. The earliest filing from Lindblad Sven-Olof on this page is the Schedule 13D/A, filed 2026-02-10, reporting 16.7%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.