LIND — LINDBLAD EXPEDITIONS HLDGS I
Reported value held$745.80M
Funds holding (latest)39
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$710.51M · 25.20M sh
New / Add / Cut / Exit5 / 19 / 10 / 2
Top-5 / Top-10 concentration61.3% / 83.3%
Institutional holdings change
Accumulating +28.8%
(+5.64M sh)
Institutional value change
Up +110.3%
As of Q2 2026, 35 SEC-registered investment managers reported holding LIND (LINDBLAD EXPEDITIONS HLDGS I) in their latest 13F filings, with a combined reported value of $710.51M across 25.20M shares. That is +28.8% by share count (+5.64M shares) versus the previous quarter, while reported value moved +110.3%. Ownership is concentrated: the five largest holders account for 61.3% of reported value and the top ten for 83.3%.
Compared with the prior quarter, 5 opened new positions, 19 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LIND is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 6.64M | $187.42M | 0.01% | Add |
| BlackRock Inc history | 4.34M | $122.58M | 0.00% | Add |
| Goldman Sachs Group history | 1.77M | $50.08M | 0.01% | Add |
| Principal Global Investors history | 1.39M | $39.35M | 0.02% | Reduce |
| Arrowstreet Capital history | 1.28M | $36.09M | 0.02% | Hold |
| UBS Group AG history | 1.24M | $34.93M | 0.01% | Add |
| Geode Capital Management history | 1.24M | $34.92M | 0.00% | Add |
| Invesco Ltd history | 1.21M | $34.28M | 0.00% | Add |
| Royce & Associates history | 1.05M | $29.75M | 0.24% | Reduce |
| Morgan Stanley history | 797.76K | $22.53M | 0.00% | Add |
| BNY Mellon history | 685.62K | $19.36M | 0.00% | Reduce |
| AQR Capital Management history | 483.35K | $13.65M | 0.01% | Add |
| Northern Trust Corp history | 443.35K | $12.52M | 0.00% | Add |
| JPMorgan Chase & Co history | 439.75K | $12.47M | 0.00% | New |
| Charles Schwab Investment Management history | 387.82K | $10.95M | 0.00% | Add |
| D. E. Shaw & Co history | 306.72K | $8.66M | 0.01% | Reduce |
| Bank of America Corp history | 268.06K | $7.57M | 0.00% | Reduce |
| Norges Bank Investment Management history | 252.60K | $7.13M | 0.00% | New |
| Marshall Wace history | 229.22K | $6.47M | 0.01% | Reduce |
| Citigroup Inc history | 182.63K | $5.16M | 0.00% | Add |
| Polen Capital Management history | 114.92K | $3.25M | 0.03% | Add |
| Millennium Management history | 91.80K | $2.59M | 0.00% | Add |
| Two Sigma Investments history | 57.22K | $1.62M | 0.00% | Reduce |
| Deutsche Bank AG history | 51.94K | $1.47M | 0.00% | Add |
| Wells Fargo & Co history | 45.70K | $1.29M | 0.00% | Add |
| Franklin Resources history | 29.34K | $828.42K | 0.00% | Add |
| Point72 Asset Management history | 26.27K | $741.84K | 0.00% | New |
| Legal & General Investment Management America history | 25.67K | $724.89K | 0.00% | Add |
| CPP Investments history | 25.00K | $706.00K | 0.00% | Reduce |
| Lazard Asset Management history | 19.18K | $541.59K | 0.00% | New |
| Manulife Financial history | 13.38K | $377.77K | 0.00% | Add |
| Renaissance Technologies history | 8.90K | $251.28K | 0.00% | Reduce |
| Prudential Financial history | 8.04K | $227.19K | 0.00% | New |
| PNC Financial Services history | 317 | $8.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 41.09K | $1.16K | 0.00% | Add |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.12M | $71.23M | 0.00% | Add |
| BlackRock Inc history | 3.51M | $60.65M | 0.00% | Add |
| Principal Global Investors history | 1.53M | $26.47M | 0.01% | Add |
| Arrowstreet Capital history | 1.27M | $22.02M | 0.01% | Add |
| UBS Group AG history | 1.09M | $18.93M | 0.00% | Add |
| Royce & Associates history | 1.07M | $18.51M | 0.18% | Reduce |
| Geode Capital Management history | 1.02M | $17.63M | 0.00% | Add |
| BNY Mellon history | 963.65K | $16.67M | 0.00% | Reduce |
| Goldman Sachs Group history | 927.18K | $16.04M | 0.00% | Add |
| Marshall Wace history | 799.39K | $13.83M | 0.01% | Add |
| Morgan Stanley history | 635.32K | $10.99M | 0.00% | Add |
| Bank of America Corp history | 546.83K | $9.46M | 0.00% | Add |
| Charles Schwab Investment Management history | 355.19K | $6.14M | 0.00% | Add |
| D. E. Shaw & Co history | 331.94K | $5.74M | 0.00% | Add |
| Northern Trust Corp history | 314.42K | $5.44M | 0.00% | Add |
| AQR Capital Management history | 253.63K | $4.39M | 0.00% | Add |
| Two Sigma Investments history | 232.49K | $4.02M | 0.00% | Reduce |
| Invesco Ltd history | 125.38K | $2.17M | 0.00% | Add |
| Polen Capital Management history | 102.13K | $1.77M | 0.01% | New |
| Millennium Management history | 76.18K | $1.32M | 0.00% | Reduce |
| Citadel Advisors history | 50.14K | $867.42K | 0.00% | New |
| Deutsche Bank AG history | 37.22K | $643.98K | 0.00% | Add |
| CPP Investments history | 36.10K | $624.53K | 0.00% | Reduce |
| Renaissance Technologies history | 30.50K | $527.62K | 0.00% | Reduce |
| Franklin Resources history | 26.23K | $453.85K | 0.00% | Hold |
| Citigroup Inc history | 20.95K | $362.37K | 0.00% | Add |
| Legal & General Investment Management America history | 14.97K | $259.05K | 0.00% | Reduce |
| Wells Fargo & Co history | 14.69K | $254.05K | 0.00% | Reduce |
| Janus Henderson Group history | 14.17K | $245.21K | 0.00% | Hold |
| Manulife Financial history | 10.61K | $183.54K | 0.00% | Reduce |
| PNC Financial Services history | 334 | $5.78K | 0.00% | Reduce |
| T. Rowe Price Associates history | 28.96K | $502 | 0.00% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.46M | $49.94M | 0.00% | Add |
| Vanguard Group history | 2.36M | $33.96M | 0.00% | Add |
| Principal Global Investors history | 1.48M | $21.38M | 0.01% | Add |
| Royce & Associates history | 1.09M | $15.74M | 0.16% | Reduce |
| BNY Mellon history | 1.03M | $14.86M | 0.00% | Add |
| Geode Capital Management history | 908.80K | $13.11M | 0.00% | Add |
| Arrowstreet Capital history | 879.55K | $12.68M | 0.01% | Add |
| UBS Group AG history | 833.37K | $12.02M | 0.00% | Add |
| Goldman Sachs Group history | 604.44K | $8.72M | 0.00% | Add |
| Morgan Stanley history | 555.08K | $8.00M | 0.00% | Add |
| Marshall Wace history | 374.64K | $5.40M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 320.01K | $4.61M | 0.00% | Hold |
| Northern Trust Corp history | 291.38K | $4.20M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 290.27K | $4.19M | 0.00% | Reduce |
| Bank of America Corp history | 277.79K | $4.01M | 0.00% | Add |
| Millennium Management history | 246.63K | $3.56M | 0.00% | Reduce |
| Two Sigma Investments history | 237.25K | $3.42M | 0.01% | Reduce |
| Lazard Asset Management history | 126.76K | $1.83M | 0.00% | New |
| AQR Capital Management history | 107.36K | $1.55M | 0.00% | Reduce |
| Renaissance Technologies history | 94.48K | $1.36M | 0.00% | Reduce |
| D. E. Shaw & Co history | 81.43K | $1.17M | 0.00% | Reduce |
| CPP Investments history | 52.20K | $752.72K | 0.00% | New |
| Wells Fargo & Co history | 41.99K | $605.54K | 0.00% | Add |
| Invesco Ltd history | 36.91K | $532.26K | 0.00% | Add |
| Deutsche Bank AG history | 29.52K | $425.69K | 0.00% | Add |
| Franklin Resources history | 26.32K | $379.49K | 0.00% | Reduce |
| Legal & General Investment Management America history | 23.51K | $339.06K | 0.00% | Reduce |
| Balyasny Asset Management history | 14.89K | $214.73K | 0.00% | New |
| Janus Henderson Group history | 14.17K | $204.34K | 0.00% | Hold |
| Manulife Financial history | 11.61K | $167.40K | 0.00% | Reduce |
| Citigroup Inc history | 5.16K | $74.38K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.19K | $46.00K | 0.00% | Reduce |
| PNC Financial Services history | 501 | $7.22K | 0.00% | Add |
| T. Rowe Price Associates history | 22.51K | $325 | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.20M | $41.02M | 0.00% | Add |
| Vanguard Group history | 2.33M | $29.85M | 0.00% | Add |
| Principal Global Investors history | 1.36M | $17.42M | 0.01% | Reduce |
| Royce & Associates history | 1.12M | $14.34M | 0.14% | Reduce |
| Geode Capital Management history | 903.24K | $11.56M | 0.00% | Hold |
| BNY Mellon history | 848.49K | $10.86M | 0.00% | Add |
| Millennium Management history | 834.16K | $10.68M | 0.01% | Add |
| Franklin Resources history | 822.12K | $10.52M | 0.00% | Hold |
| Arrowstreet Capital history | 750.77K | $9.61M | 0.01% | Add |
| Marshall Wace history | 568.87K | $7.28M | 0.01% | Hold |
| UBS Group AG history | 527.67K | $6.75M | 0.00% | Reduce |
| Morgan Stanley history | 518.94K | $6.64M | 0.00% | Add |
| JPMorgan Chase & Co history | 369.34K | $4.73M | 0.00% | Add |
| Goldman Sachs Group history | 342.03K | $4.38M | 0.00% | Add |
| Charles Schwab Investment Management history | 320.17K | $4.10M | 0.00% | Add |
| Northern Trust Corp history | 302.11K | $3.87M | 0.00% | Hold |
| Two Sigma Investments history | 247.14K | $3.16M | 0.01% | Add |
| Renaissance Technologies history | 180.34K | $2.31M | 0.00% | Add |
| D. E. Shaw & Co history | 146.60K | $1.88M | 0.00% | Add |
| AQR Capital Management history | 140.09K | $1.79M | 0.00% | Add |
| Bank of America Corp history | 138.84K | $1.78M | 0.00% | Add |
| Legal & General Investment Management America history | 33.41K | $427.63K | 0.00% | Reduce |
| Invesco Ltd history | 32.70K | $418.57K | 0.00% | Add |
| Deutsche Bank AG history | 28.38K | $363.28K | 0.00% | Add |
| Wells Fargo & Co history | 23.13K | $296.03K | 0.00% | Add |
| Prudential Financial history | 21.83K | $279.42K | 0.00% | Reduce |
| Citadel Advisors history | 17.80K | $227.84K | 0.00% | Reduce |
| Janus Henderson Group history | 14.17K | $181.40K | 0.00% | Hold |
| Manulife Financial history | 13.26K | $169.77K | 0.00% | Reduce |
| Citigroup Inc history | 6.92K | $88.64K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.75K | $48.05K | 0.00% | Reduce |
| PNC Financial Services history | 160 | $2.05K | 0.00% | Hold |
| T. Rowe Price Associates history | 20.00K | $257 | 0.00% | Add |
Q2 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.99M | $34.89M | 0.00% | Reduce |
| Vanguard Group history | 2.30M | $26.87M | 0.00% | Add |
| Principal Global Investors history | 1.40M | $16.33M | 0.01% | Reduce |
| Royce & Associates history | 1.20M | $14.00M | 0.14% | Reduce |
| Geode Capital Management history | 899.84K | $10.50M | 0.00% | Add |
| Franklin Resources history | 818.96K | $9.56M | 0.00% | Hold |
| Arrowstreet Capital history | 592.99K | $6.92M | 0.01% | Add |
| UBS Group AG history | 581.61K | $6.79M | 0.00% | Add |
| Marshall Wace history | 568.24K | $6.63M | 0.01% | Add |
| Millennium Management history | 387.87K | $4.53M | 0.00% | Add |
| Morgan Stanley history | 343.07K | $4.00M | 0.00% | Add |
| Charles Schwab Investment Management history | 312.81K | $3.65M | 0.00% | Add |
| JPMorgan Chase & Co history | 311.36K | $3.63M | 0.00% | Add |
| Northern Trust Corp history | 303.55K | $3.54M | 0.00% | Reduce |
| Two Sigma Investments history | 203.82K | $2.38M | 0.00% | Add |
| Goldman Sachs Group history | 167.65K | $1.96M | 0.00% | Add |
| Citadel Advisors history | 159.62K | $1.86M | 0.00% | Add |
| Renaissance Technologies history | 152.80K | $1.78M | 0.00% | Reduce |
| Bank of America Corp history | 97.05K | $1.13M | 0.00% | Add |
| BNY Mellon history | 93.83K | $1.09M | 0.00% | Add |
| D. E. Shaw & Co history | 50.45K | $588.81K | 0.00% | Add |
| Legal & General Investment Management America history | 33.73K | $393.57K | 0.00% | Add |
| Prudential Financial history | 26.93K | $314.27K | 0.00% | Add |
| Deutsche Bank AG history | 25.07K | $292.54K | 0.00% | Reduce |
| AQR Capital Management history | 23.57K | $275.00K | 0.00% | Add |
| Wells Fargo & Co history | 19.46K | $227.06K | 0.00% | Add |
| Citigroup Inc history | 18.61K | $217.18K | 0.00% | Reduce |
| Invesco Ltd history | 15.88K | $185.30K | 0.00% | Add |
| Balyasny Asset Management history | 15.65K | $182.68K | 0.00% | Reduce |
| Manulife Financial history | 14.41K | $168.12K | 0.00% | Add |
| Janus Henderson Group history | 14.17K | $165.18K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.97K | $46.38K | 0.00% | Add |
| PNC Financial Services history | 160 | $1.87K | 0.00% | Add |
| T. Rowe Price Associates history | 17.71K | $207 | 0.00% | Add |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.09M | $28.61M | 0.00% | Add |
| Vanguard Group history | 2.27M | $21.05M | 0.00% | Add |
| Principal Global Investors history | 1.52M | $14.09M | 0.01% | Reduce |
| Royce & Associates history | 1.25M | $11.58M | 0.13% | Hold |
| Geode Capital Management history | 881.21K | $8.17M | 0.00% | Add |
| Franklin Resources history | 818.96K | $7.59M | 0.00% | Hold |
| UBS Group AG history | 393.87K | $3.65M | 0.00% | Reduce |
| Millennium Management history | 378.26K | $3.51M | 0.00% | Reduce |
| Marshall Wace history | 350.60K | $3.25M | 0.00% | Reduce |
| Northern Trust Corp history | 309.17K | $2.87M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 304.29K | $2.82M | 0.00% | Reduce |
| Morgan Stanley history | 292.13K | $2.71M | 0.00% | Reduce |
| Arrowstreet Capital history | 284.52K | $2.64M | 0.00% | Reduce |
| Renaissance Technologies history | 181.30K | $1.68M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 174.05K | $1.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 155.61K | $1.44M | 0.00% | Reduce |
| Two Sigma Investments history | 143.49K | $1.33M | 0.00% | Reduce |
| Citadel Advisors history | 140.10K | $1.30M | 0.00% | Reduce |
| BNY Mellon history | 90.16K | $835.74K | 0.00% | Reduce |
| Bank of America Corp history | 72.40K | $671.17K | 0.00% | Reduce |
| Legal & General Investment Management America history | 33.04K | $306.28K | 0.00% | Hold |
| D. E. Shaw & Co history | 31.74K | $294.26K | 0.00% | Add |
| Citigroup Inc history | 30.80K | $285.47K | 0.00% | Reduce |
| Deutsche Bank AG history | 30.00K | $278.14K | 0.00% | Add |
| Balyasny Asset Management history | 27.96K | $259.15K | 0.00% | Add |
| Prudential Financial history | 24.49K | $227.02K | 0.00% | New |
| Wells Fargo & Co history | 18.51K | $171.62K | 0.00% | Reduce |
| AQR Capital Management history | 15.99K | $148.26K | 0.00% | Add |
| Janus Henderson Group history | 14.17K | $134.86K | 0.00% | Hold |
| Manulife Financial history | 13.18K | $122.22K | 0.00% | Reduce |
| Invesco Ltd history | 11.54K | $106.98K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.27K | $30.30K | 0.00% | Add |
| PNC Financial Services history | 74 | $686 | 0.00% | Hold |
| T. Rowe Price Associates history | 15.62K | $145 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 439.75K sh · $12.47M
- Norges Bank Investment Management 252.60K sh · $7.13M
- Point72 Asset Management 26.27K sh · $741.84K
- Lazard Asset Management 19.18K sh · $541.59K
- Prudential Financial 8.04K sh · $227.19K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 50.14K sh · $867.42K
- Janus Henderson Group sold 14.17K sh · $245.21K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 6.64M | 4.12M | 3.19K | 3.75K | 3.97K | 3.27K | 2.30K | 2.32K | 1.78K | 1.59K | 1.45K | 936.33K | 3.20M | 5.16M | 5.53M | 6.64M | 6.48M | 6.95M | 7.53M | 7.52M |
| BlackRock Inc | 4.34M | 3.51M | 3.46M | 3.20M | 2.99M | 3.09M | 3.07M | 2.75M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.77M | 927.18K | 604.44K | 342.03K | 167.65K | 155.61K | 208.27K | 181.14K | 146.44K | 138.23K | 190.00K | 229.65K | 196.41K | 63.96K | 76.93K | 51.15K | 38.69K | 48.33K | 41.02K | 32.63K |
| Principal Global Investors | 1.39M | 1.53M | 1.48M | 1.36M | 1.40M | 1.52M | 1.58M | 1.69M | 1.66M | 1.63M | 1.70M | 1.70M | 1.72M | 1.70M | 1.32M | 1.40M | 1.29M | 1.02M | 928.23K | 924.29K |
| Arrowstreet Capital | 1.28M | 1.27M | 879.55K | 750.77K | 592.99K | 284.52K | 388.69K | — | — | 408.27K | 395.00K | 120.22K | 206.81K | 30.87K | 168.96K | 180.39K | — | — | — | — |
| UBS Group AG | 1.24M | 1.09M | 833.37K | 527.67K | 581.61K | 393.87K | 451.64K | 325.74K | 316.00K | 250.23K | 214.25K | 270.30K | 291.80K | 280.38K | 286.49K | 273.68K | 272.64K | 299.59K | 314.08K | 263.69K |
| Geode Capital Management | 1.24M | 1.02M | 908.80K | 903.24K | 899.84K | 881.21K | 854.16K | 852.67K | 841.64K | 816.02K | 797.26K | 748.50K | 696.95K | 663.69K | 646.42K | 610.10K | 564.82K | 556.16K | 539.71K | 559.89K |
| Invesco Ltd | 1.21M | 125.38K | 36.91K | 32.70K | 15.88K | 11.54K | 12.06K | 11.40K | 33.92K | 12.21K | 12.76K | 10.08K | — | 10.69K | 11.34K | 11.29K | 11.17K | 12.97K | 133.11K | 28.05K |
| Royce & Associates | 1.05M | 1.07M | 1.09M | 1.12M | 1.20M | 1.25M | 1.25M | 1.41M | 1.41M | 1.39M | 1.39M | 1.25M | 1.23M | 1.24M | 1.22M | 1.06M | 1.02M | 1.03M | 1.02M | 1.01M |
| Morgan Stanley | 797.76K | 635.32K | 555.08K | 518.94K | 343.07K | 292.13K | 465.35K | 270.30K | 256.11K | 225.36K | 294.53K | 307.31K | 344.25K | 205.19K | 179.52K | 274.00K | 187.29K | 103.45K | 79.40K | 96.17K |
| BNY Mellon | 685.62K | 963.65K | 1.03M | 848.49K | 93.83K | 90.16K | 92.23K | 92.45K | 115.94K | 110.38K | 124.39K | 116.35K | 123.29K | 115.39K | 117.60K | 115.67K | 104.98K | 101.16K | 100.08K | 100.55K |
| AQR Capital Management | 483.35K | 253.63K | 107.36K | 140.09K | 23.57K | 15.99K | 11.07K | — | — | 18.16K | 24.60K | 15.26K | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 443.35K | 314.42K | 291.38K | 302.11K | 303.55K | 309.17K | 315.85K | 304.72K | 296.71K | 306.33K | 311.89K | 325.31K | 314.94K | 284.60K | 287.41K | 290.45K | 281.17K | 289.35K | 306.92K | 308.97K |
| JPMorgan Chase & Co | 439.75K | — | 290.27K | 369.34K | 311.36K | 174.05K | 514.21K | 322.67K | 194.06K | 72.93K | 24.08K | 110.55K | 28.24K | 1.12K | 19.21K | 18.60K | 17.51K | 14.66K | 12.12K | 11.60K |
| Charles Schwab Investment Management | 387.82K | 355.19K | 320.01K | 320.17K | 312.81K | 304.29K | 311.88K | 295.79K | 292.70K | 284.25K | 281.74K | 278.22K | 256.71K | 250.74K | 245.29K | 240.91K | 225.07K | 223.71K | 217.86K | 210.33K |
| D. E. Shaw & Co | 306.72K | 331.94K | 81.43K | 146.60K | 50.45K | 31.74K | 28.44K | 25.96K | 29.80K | 19.05K | — | — | 26.07K | — | — | — | — | — | 88.24K | 156.27K |
| Bank of America Corp | 268.06K | 546.83K | 277.79K | 138.84K | 97.05K | 72.40K | 96.12K | 52.29K | 42.12K | 36.85K | 42.14K | 97.36K | 83.74K | 91.24K | 89.72K | 73.03K | 143.57K | 97.49K | 93.67K | 74.07K |
| Norges Bank Investment Management | 252.60K | — | — | — | — | — | 98.20K | — | 149.20K | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 229.22K | 799.39K | 374.64K | 568.87K | 568.24K | 350.60K | 412.60K | 363.26K | 329.17K | 402.37K | 342.53K | 340.36K | 179.66K | 10.40K | 98.87K | — | 14.50K | — | 81.74K | 11.68K |
| Citigroup Inc | 182.63K | 20.95K | 5.16K | 6.92K | 18.61K | 30.80K | 33.63K | 27.37K | 9.24K | 7.72K | 6.35K | 259 | 11.44K | 654.27K | 1.09K | 1.33K | 3.07K | 2.07K | 8.36K | 3.99K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details