Malibu Boats, Inc.
MBUU- Exchange
- Nasdaq
- Industry
- Ship & Boat Building & Repairing
- SEC CIK
- 0001590976
No open-market purchases or sales by Malibu Boats, Inc. insiders were filed in the last 90 days; 141 institutions reported holding it in 13F filings for Q2 2026, worth $494.0M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Malibu Boats, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 198
- −5 vs. Q3 2021
- Shares held
- 19.3M
- −78.2K (−0.4%) vs. Q3 2021
- Total value
- $1.33B
- −$29.0M (−2.1%) vs. Q3 2021
- New holders
- 26
- 75 more added
- Sold out
- 31
- 66 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MBUU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 141 | $494.0M |
| Q1 2026 | 135 | $499.3M |
| Q4 2025 | 143 | $550.3M |
| Q3 2025 | 153 | $659.6M |
| Q2 2025 | 148 | $637.5M |
| Q1 2025 | 138 | $615.7M |
| Q4 2024 | 151 | $741.6M |
| Q3 2024 | 169 | $756.3M |
| Q2 2024 | 167 | $669.5M |
| Q1 2024 | 184 | $827.9M |
| Q4 2023 | 180 | $1.04B |
| Q3 2023 | 180 | $930.1M |
| Q2 2023 | 191 | $1.11B |
| Q1 2023 | 186 | $1.07B |
| Q4 2022 | 183 | $1.00B |
| Q3 2022 | 186 | $919.2M |
| Q2 2022 | 194 | $1.02B |
| Q1 2022 | 191 | $1.12B |
| Q4 2021 | 198 | $1.33B |
| Q3 2021 | 204 | $1.36B |
| Q2 2021 | 187 | $1.46B |
| Q1 2021 | 192 | $1.64B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 2,118,481 | $145.6M | 0.12% | −25,931−1.2% | Reduced |
| BlackRock Inc. | 1,617,305 | $111.2M | 0.00% | +63,332+4.1% | Added |
| American Century Companies Inc | 1,250,512 | $85.9M | 0.05% | +62,728+5.3% | Added |
| Vanguard Group Inc | 1,098,674 | $75.5M | 0.00% | +7,557+0.7% | Added |
| Massachusetts Financial Services Co | 946,857 | $65.1M | 0.02% | −22,273−2.3% | Reduced |
| Dimensional Fund Advisors LP | 666,780 | $45.8M | 0.01% | −7,940−1.2% | Reduced |
| Loomis Sayles & Co L P | 605,119 | $41.6M | 0.05% | −16,331−2.6% | Reduced |
| Cooke & Bieler LP | 601,863 | $41.4M | 0.36% | −7,960−1.3% | Reduced |
| Lazard Asset Management LLC | 566,097 | $38.9M | 0.04% | −12,129−2.1% | Reduced |
| Southernsun Asset Management, LLC | 446,050 | $30.7M | 3.07% | +47,202+11.8% | Added |
| State Street Corp | 403,514 | $27.7M | 0.00% | +3,334+0.8% | Added |
| Ci Investments Inc. | 368,765 | $25.3M | 0.09% | +85,700+30.3% | Added |
| Geode Capital Management, LLC | 360,540 | $24.8M | 0.00% | −4,533−1.2% | Reduced |
| TimesSquare Capital Management, LLC | 329,830 | $22.7M | 0.20% | +4,100+1.3% | Added |
| Ararat Capital Management, LP | 324,122 | $22.3M | 7.04% | +65,252+25.2% | Added |
| JPMorgan Chase & Co | 322,159 | $22.1M | 0.00% | +40,205+14.3% | Added |
| Shellback Capital, LP | 320,000 | $22.0M | 1.27% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 307,260 | $21.1M | 0.13% | +148,440+93.5% | Added |
| Alliancebernstein L.P. | 306,425 | $21.1M | 0.01% | −7,211−2.3% | Reduced |
| Renaissance Technologies LLC | 298,201 | $20.5M | 0.03% | −57,400−16.1% | Reduced |
| Manufacturers Life Insurance Company, The | 274,458 | $18.9M | 0.01% | +210+0.1% | Added |
| Aperture Investors, LLC | 268,116 | $18.4M | 2.37% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 233,313 | $16.0M | 0.84% | +1,796+0.8% | Added |
| ACK Asset Management LLC | 211,400 | $15.6M | 3.69% | +76,168+56.3% | Added |
| London Co of Virginia | 227,002 | $15.6M | 0.08% | −51,045−18.4% | Reduced |
| Royal Bank of Canada | 221,239 | $15.2M | 0.00% | −93,000−29.6% | Reduced |
| Northern Trust Corp | 219,326 | $15.1M | 0.00% | −517−0.2% | Reduced |
| Bank of America Corp | 210,480 | $14.5M | 0.00% | +32,144+18.0% | Added |
| Royce & Associates LP | 180,832 | $12.4M | 0.09% | +20,994+13.1% | Added |
| Arrowstreet Capital, Limited Partnership | 177,141 | $12.2M | 0.01% | −57,008−24.3% | Reduced |
| Hillcrest Asset Management LLC | 175,992 | $12.1M | 1.84% | −26,035−12.9% | Reduced |
| FIL Ltd | 154,690 | $10.6M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 149,140 | $10.3M | 0.00% | −5,562−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 147,938 | $10.2M | 0.00% | +3,402+2.4% | Added |
| ArrowMark Colorado Holdings LLC | 142,819 | $9.82M | 0.08% | −146−0.1% | Reduced |
| Polen Capital Management LLC | 136,241 | $9.36M | 0.02% | +31,719+30.3% | Added |
| Allspring Global Investments Holdings, LLC | 111,137 | $7.64M | 0.01% | +111,137 | New |
| SEI Investments Co | 110,859 | $7.61M | 0.01% | +21,466+24.0% | Added |
| Nordea Investment Management AB | 102,456 | $7.11M | 0.01% | −418−0.4% | Reduced |
| LSV Asset Management | 103,400 | $7.11M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 98,107 | $6.74M | 0.00% | −29,280−23.0% | Reduced |
| NBW Capital LLC | 89,856 | $6.18M | 1.37% | +6,029+7.2% | Added |
| Eagle Asset Management Inc | 86,025 | $5.96M | 0.03% | −11,008−11.3% | Reduced |
| Bank of New York Mellon Corp | 83,240 | $5.72M | 0.00% | −11,727−12.3% | Reduced |
| NFJ Investment Group, LLC | 79,770 | $5.48M | 0.10% | +79,770 | New |
| Schroder Investment Management Group | 74,440 | $5.12M | 0.01% | −38,893−34.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 71,177 | $4.89M | 0.50% | +3,967+5.9% | Added |
| Whittier Trust Co | 69,226 | $4.76M | 0.08% | +38,735+127.0% | Added |
| UBS Group AG | 66,731 | $4.59M | 0.00% | +66,092+10,343.0% | Added |
| Goldman Sachs Group Inc | 57,755 | $3.97M | 0.00% | +15,503+36.7% | Added |
| Clark Capital Management Group, Inc. | 53,871 | $3.70M | 0.05% | +19,758+57.9% | Added |
| HighTower Advisors, LLC | 53,704 | $3.69M | 0.01% | +8,743+19.4% | Added |
| Voloridge Investment Management, LLC | 51,633 | $3.55M | 0.02% | −3,862−7.0% | Reduced |
| Panagora Asset Management Inc | 48,022 | $3.30M | 0.02% | −19,803−29.2% | Reduced |
| D. E. Shaw & Co., Inc. | 47,522 | $3.27M | 0.00% | −1,629−3.3% | Reduced |
| Swiss National Bank | 45,800 | $3.15M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 42,207 | $2.90M | 0.00% | +1,741+4.3% | Added |
| Envestnet Asset Management Inc | 40,494 | $2.78M | 0.00% | +10,587+35.4% | Added |
| Parametric Portfolio Associates LLC | 39,230 | $2.70M | 0.00% | +170.0% | Added |
| Globeflex Capital L P | 38,314 | $2.63M | 0.54% | −1,558−3.9% | Reduced |
| Morgan Stanley | 37,974 | $2.61M | 0.00% | −36,981−49.3% | Reduced |
| LPL Financial LLC | 37,952 | $2.61M | 0.00% | +22+0.1% | Added |
| RE Advisers Corp | 37,800 | $2.60M | 0.06% | +37,800 | New |
| First Trust Advisors LP | 35,135 | $2.42M | 0.00% | +12,705+56.6% | Added |
| Whittier Trust Co of Nevada Inc | 33,370 | $2.29M | 0.08% | +20,721+163.8% | Added |
| Oberweis Asset Management Inc | 32,500 | $2.23M | 0.41% | −22,250−40.6% | Reduced |
| Neuberger Berman Group LLC | 32,205 | $2.21M | 0.00% | +50.0% | Added |
| VELA Investment Management, LLC | 31,452 | $2.16M | 1.45% | +31,452 | New |
| Barclays PLC | 31,433 | $2.16M | 0.00% | +14,475+85.4% | Added |
| California State Teachers Retirement System | 28,946 | $1.99M | 0.00% | +725+2.6% | Added |
| Allianz Asset Management GmbH | 28,874 | $1.98M | 0.00% | +236+0.8% | Added |
| Wells Fargo & Company | 28,737 | $1.98M | 0.00% | −95,166−76.8% | Reduced |
| Kornitzer Capital Management Inc | 26,600 | $1.83M | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,971 | $1.72M | 0.00% | +36+0.1% | Added |
| Dana Investment Advisors, Inc. | 24,613 | $1.69M | 0.07% | +69+0.3% | Added |
| Victory Capital Management Inc | 24,135 | $1.66M | 0.00% | +572+2.4% | Added |
| Shaker Investments LLC | 23,893 | $1.64M | 0.71% | +46+0.2% | Added |
| Citadel Advisors LLC | 22,502 | $1.55M | 0.00% | −25,700−53.3% | Reduced |
| Rhumbline Advisers | 22,297 | $1.53M | 0.00% | −759−3.3% | Reduced |
| UBS Asset Management Americas Inc | 20,573 | $1.41M | 0.00% | +507+2.5% | Added |
| Deutsche Bank AG | 20,043 | $1.38M | 0.00% | −5,652−22.0% | Reduced |
| Prudential Financial Inc | 19,844 | $1.36M | 0.00% | −7,268−26.8% | Reduced |
| Philadelphia Trust Co | 19,835 | $1.36M | 0.10% | +19,835 | New |
| First Quadrant L P | 19,239 | $1.32M | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 19,144 | $1.32M | 0.00% | −1,758−8.4% | Reduced |
| Lord, Abbett & Co. LLC | 18,692 | $1.28M | 0.00% | −114,527−86.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,500 | $1.20M | 0.08% | 00.0% | Unchanged |
| Renaissance Group LLC | 16,446 | $1.13M | 0.05% | +1,008+6.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,370 | $1.13M | 0.00% | +630+4.0% | Added |
| Millennium Management LLC | 15,501 | $1.06M | 0.00% | −58,717−79.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,400 | $1.06M | 0.07% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 14,990 | $1.03M | 0.01% | +3,038+25.4% | Added |
| Credit Suisse AG | 14,974 | $1.03M | 0.00% | −1,085−6.8% | Reduced |
| Cubist Systematic Strategies, LLC | 14,920 | $1.02M | 0.01% | −9,034−37.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,303 | $983.0K | 0.11% | +14,303 | New |
| AQR Capital Management LLC | 12,749 | $876.0K | 0.00% | +2,334+22.4% | Added |
| First Hawaiian Bank | 12,489 | $858.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,988 | $824.0K | 0.01% | +7,358+158.9% | Added |
| Glenmede Trust Co NA | 11,694 | $803.0K | 0.00% | −6,205−34.7% | Reduced |
| Affinity Investment Advisors, LLC | 11,286 | $776.0K | 0.31% | +43+0.4% | Added |