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 |
|---|---|---|---|---|---|
| Syverson Strege & Co | 7 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Covestor Ltd | 17 | $1.00K | 0.00% | +17 | New |
| American Portfolios Advisors | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 17 | $1.17K | 0.00% | +17 | New |
| Absolute Capital Management, LLC | 17 | $1.17K | 0.00% | +17 | New |
| Signaturefd, LLC | 31 | $2.00K | 0.00% | +4+14.8% | Added |
| Howe & Rusling Inc | 63 | $4.00K | 0.00% | −3,252−98.1% | Reduced |
| Carolina Wealth Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 64 | $4.00K | 0.00% | +64 | New |
| TCI Wealth Advisors, Inc. | 60 | $4.00K | 0.00% | +60 | New |
| Fifth Third Bancorp | 98 | $7.00K | 0.00% | −79−44.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 130 | $9.00K | 0.00% | +108+490.9% | Added |
| Farmers & Merchants Investments Inc | 159 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 189 | $13.0K | 0.00% | +189 | New |
| Rockefeller Capital Management L.P. | 199 | $13.0K | 0.00% | +199 | New |
| Barnett & Company, Inc. | 200 | $14.0K | 0.01% | +200 | New |
| Proequities, Inc. | 219 | $15.0K | 0.00% | +55+33.5% | Added |
| Umb Bank N A | 220 | $15.0K | 0.00% | +220 | New |
| First Horizon Advisors, Inc. | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 311 | $21.0K | 0.00% | +53+20.5% | Added |
| Huntington National Bank | 345 | $24.0K | 0.00% | +1+0.3% | Added |
| Signet Financial Management, LLC | 393 | $27.0K | 0.00% | +393 | New |
| Selective Wealth Management, Inc. | 400 | $27.0K | 0.01% | +400 | New |
| Steward Partners Investment Advisory, LLC | 478 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 500 | $34.0K | 0.01% | +32+6.8% | Added |
| Tower Research Capital LLC (TRC) | 564 | $39.0K | 0.00% | −485−46.2% | Reduced |
| Simplex Trading, LLC | 639 | $43.0K | 0.00% | −1,298−67.0% | Reduced |
| Nisa Investment Advisors, LLC | 700 | $46.0K | 0.00% | −50−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 714 | $49.0K | 0.00% | −11−1.5% | Reduced |
| Captrust Financial Advisors | 808 | $56.0K | 0.00% | −1,092−57.5% | Reduced |
| Private Capital Group, LLC | 850 | $58.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 904 | $62.0K | 0.00% | +2+0.2% | Added |
| Harding Loevner LP | 939 | $65.0K | 0.00% | +78+9.1% | Added |
| Harbor Investment Advisory, LLC | 1,050 | $72.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,069 | $73.0K | 0.00% | −2,001−65.2% | Reduced |
| Great West Life Assurance Co | 1,229 | $84.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,530 | $105.0K | 0.00% | −11,854−88.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,589 | $109.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2,193 | $150.7K | 0.04% | −659−23.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,271 | $156.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,277 | $156.0K | 0.02% | +190+9.1% | Added |
| Quantbot Technologies LP | 2,773 | $190.0K | 0.02% | +791+39.9% | Added |
| Gotham Asset Management, LLC | 2,981 | $205.0K | 0.01% | −1,001−25.1% | Reduced |
| Two Sigma Investments, LP | 3,000 | $206.0K | 0.00% | −17,800−85.6% | Reduced |
| FDx Advisors, Inc. | 3,224 | $222.0K | 0.01% | +3,224 | New |
| Raymond James & Associates | 3,485 | $240.0K | 0.00% | −3,676−51.3% | Reduced |
| Principal Financial Group Inc | 3,525 | $242.0K | 0.00% | −828−19.0% | Reduced |
| Bank of Montreal | 3,468 | $242.0K | 0.00% | +101+3.0% | Added |
| SkyOak Wealth, LLC | 3,578 | $246.0K | 0.06% | +3,578 | New |
| M&T Bank Corp | 3,594 | $247.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,647 | $251.0K | 0.00% | −40−1.1% | Reduced |
| Delphi Management Inc | 3,910 | $269.0K | 0.25% | −293−7.0% | Reduced |
| Teacher Retirement System of Texas | 3,947 | $271.0K | 0.00% | +600+17.9% | Added |
| Crossmark Global Holdings, Inc. | 4,210 | $289.0K | 0.01% | +4,210 | New |
| ProShare Advisors LLC | 4,531 | $311.0K | 0.00% | +4,531 | New |
| Maryland Capital Management | 4,684 | $322.0K | 0.02% | +582+14.2% | Added |
| Cim, LLC | 5,375 | $328.0K | 0.06% | +582+12.1% | Added |
| First Republic Investment Management, Inc. | 5,051 | $347.0K | 0.00% | +5,051 | New |
| Advisor Group Holdings, Inc. | 5,350 | $367.0K | 0.00% | +2,432+83.3% | Added |
| Alps Advisors Inc | 5,430 | $373.0K | 0.00% | +70+1.3% | Added |
| Metropolitan Life Insurance Co | 5,433 | $373.4K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,448 | $374.4K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,611 | $386.0K | 0.00% | −68−1.2% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $399.0K | 0.00% | −5,500−48.7% | Reduced |
| State Board of Administration of Florida Retirement System | 5,813 | $400.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,100 | $419.0K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 6,400 | $440.0K | 0.00% | +6,400 | New |
| Oppenheimer Asset Management Inc. | 6,687 | $460.0K | 0.01% | +1,397+26.4% | Added |
| Susquehanna International Group, LLP | 6,935 | $477.0K | 0.00% | +2,455+54.8% | Added |
| CenterBook Partners LP | 6,960 | $478.0K | 0.28% | +6,960 | New |
| Mountain Capital Investment Advisors, Inc | 7,333 | $486.0K | 0.22% | +719+10.9% | Added |
| Pitcairn Co | 7,214 | $496.0K | 0.03% | −223−3.0% | Reduced |
| Koss-Olinger Consulting, LLC | 7,240 | $498.0K | 0.08% | +1,870+34.8% | Added |
| Squarepoint Ops LLC | 7,281 | $500.0K | 0.00% | −45,731−86.3% | Reduced |
| MetLife Investment Management | 7,415 | $509.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,617 | $524.0K | 0.00% | +4,251+126.3% | Added |
| BNP Paribas Arbitrage, SA | 7,943 | $545.9K | 0.00% | +3,843+93.7% | Added |
| Voya Investment Management LLC | 8,067 | $554.0K | 0.00% | −155−1.9% | Reduced |
| Wellington Management Group LLP | 8,224 | $565.0K | 0.00% | +8,224 | New |
| Smith Group Asset Management, LLC | 8,393 | $577.0K | 0.03% | −215−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 8,471 | $582.0K | 0.01% | +1,512+21.7% | Added |
| Virginia Retirement Systems Et Al | 8,600 | $591.0K | 0.01% | −700−7.5% | Reduced |
| Atom Investors LP | 8,649 | $594.0K | 0.16% | +3,116+56.3% | Added |
| Stifel Financial Corp | 8,883 | $611.0K | 0.00% | +668+8.1% | Added |
| Hancock Whitney Corp | 8,908 | $612.0K | 0.02% | −1,087−10.9% | Reduced |
| Legal & General Group Plc | 9,144 | $628.0K | 0.00% | +9+0.1% | Added |
| Marshall Wace, LLP | 9,239 | $635.0K | 0.00% | −47,915−83.8% | Reduced |
| Compagnie Lombard Odier SCmA | 9,400 | $646.0K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 11,300 | $683.0K | 0.00% | −10,400−47.9% | Reduced |
| HRT Financial LP | 10,011 | $688.0K | 0.00% | +1,570+18.6% | Added |
| HSBC Holdings PLC | 10,274 | $704.0K | 0.00% | +3,439+50.3% | Added |
| Janus Henderson Group PLC | 10,292 | $708.0K | 0.00% | +2,556+33.0% | Added |
| American International Group, Inc. | 11,014 | $757.0K | 0.00% | −330−2.9% | Reduced |
| Price T Rowe Associates Inc | 11,053 | $760.0K | 0.00% | −353−3.1% | Reduced |
| Affinity Investment Advisors, LLC | 11,286 | $776.0K | 0.31% | +43+0.4% | Added |
| Glenmede Trust Co NA | 11,694 | $803.0K | 0.00% | −6,205−34.7% | Reduced |