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, Q1 2022
Institutional positions in Malibu Boats, Inc. as of Mar 31, 2022. 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
- 191
- −3 vs. Q4 2021
- Shares held
- 19.2M
- +93.6K (+0.5%) vs. Q4 2021
- Total value
- $1.12B
- −$200.2M (−15.2%) vs. Q4 2021
- New holders
- 23
- 91 more added
- Sold out
- 26
- 51 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Global Investments | 9,600 | $557.0K | 0.04% | +9,600 | New |
| Balyasny Asset Management LLC | 9,465 | $549.0K | 0.00% | +9,465 | New |
| Compagnie Lombard Odier SCmA | 9,400 | $545.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,318 | $541.0K | 0.00% | +174+1.9% | Added |
| Janus Henderson Group PLC | 9,175 | $533.0K | 0.00% | −1,117−10.9% | Reduced |
| Stifel Financial Corp | 8,979 | $521.0K | 0.00% | +96+1.1% | Added |
| Holocene Advisors, LP | 8,762 | $508.0K | 0.00% | +8,762 | New |
| Exchange Traded Concepts, LLC | 8,675 | $503.0K | 0.01% | +204+2.4% | Added |
| Voya Investment Management LLC | 8,267 | $480.0K | 0.00% | +200+2.5% | Added |
| Hancock Whitney Corp | 8,154 | $473.0K | 0.02% | −754−8.5% | Reduced |
| Meritage Portfolio Management | 7,127 | $413.0K | 0.03% | +7,127 | New |
| Pitcairn Co | 6,981 | $405.0K | 0.04% | −233−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 6,874 | $399.0K | 0.01% | +187+2.8% | Added |
| Raymond James & Associates | 6,799 | $394.0K | 0.00% | +3,314+95.1% | Added |
| Advisor Group Holdings, Inc. | 6,320 | $393.0K | 0.00% | +970+18.1% | Added |
| IndexIQ Advisors LLC | 6,517 | $378.0K | 0.01% | +6,517 | New |
| Handelsbanken Fonder AB | 6,100 | $354.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,862 | $340.0K | 0.00% | +432+8.0% | Added |
| State Board of Administration of Florida Retirement System | 5,813 | $337.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,633 | $327.0K | 0.00% | +22+0.4% | Added |
| Henshaw Capital LLC | 5,448 | $316.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,066 | $294.0K | 0.00% | +15+0.3% | Added |
| Smith Group Asset Management, LLC | 4,868 | $282.0K | 0.01% | −3,525−42.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,780 | $277.0K | 0.01% | +570+13.5% | Added |
| Gotham Asset Management, LLC | 4,731 | $274.0K | 0.01% | +1,750+58.7% | Added |
| FDx Advisors, Inc. | 4,521 | $262.0K | 0.01% | +1,297+40.2% | Added |
| Maryland Capital Management | 4,383 | $254.0K | 0.02% | −301−6.4% | Reduced |
| Teacher Retirement System of Texas | 4,322 | $251.0K | 0.00% | +375+9.5% | Added |
| Bank of Montreal | 3,766 | $239.0K | 0.00% | +298+8.6% | Added |
| Equitable Trust Co | 4,074 | $236.0K | 0.02% | +4,074 | New |
| BloombergSen Inc. | 4,000 | $232.0K | 0.01% | +4,000 | New |
| Assenagon Asset Management S.A. | 4,005 | $232.0K | 0.00% | +4,005 | New |
| Marshall Wace, LLP | 3,914 | $227.0K | 0.00% | −5,325−57.6% | Reduced |
| M&T Bank Corp | 3,916 | $227.0K | 0.00% | +322+9.0% | Added |
| ProShare Advisors LLC | 3,885 | $226.0K | 0.00% | −646−14.3% | Reduced |
| Principal Financial Group Inc | 3,796 | $220.0K | 0.00% | +271+7.7% | Added |
| Howe & Rusling Inc | 3,687 | $214.0K | 0.02% | +3,624+5,752.4% | Added |
| SkyOak Wealth, LLC | 3,644 | $211.0K | 0.06% | +66+1.8% | Added |
| YorkBridge Wealth Partners, LLC | 3,590 | $208.0K | 0.05% | +3,590 | New |
| Amalgamated Bank | 3,381 | $196.0K | 0.00% | −266−7.3% | Reduced |
| Amalgamated Financial Corp. | 3,381 | $196.0K | 0.00% | +3,381 | New |
| FourThought Financial, LLC | 3,131 | $182.0K | 0.02% | +854+37.5% | Added |
| BNP Paribas Arbitrage, SA | 2,416 | $140.2K | 0.00% | −5,527−69.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,271 | $132.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,890 | $110.0K | 0.00% | −5,727−75.2% | Reduced |
| Captrust Financial Advisors | 1,843 | $107.0K | 0.00% | +1,035+128.1% | Added |
| Exane Derivatives | 1,823 | $105.7K | 0.03% | −370−16.9% | Reduced |
| PEAK6 Investments LLC | 1,657 | $96.0K | 0.00% | +588+55.0% | Added |
| Ameritas Investment Partners, Inc. | 1,589 | $92.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,229 | $76.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,186 | $68.8K | 0.00% | −4,247−78.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,050 | $61.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 939 | $49.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 850 | $49.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 791 | $46.0K | 0.00% | −739−48.3% | Reduced |
| The PNC Financial Services Group, Inc. | 714 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 700 | $41.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 470 | $28.0K | 0.00% | −94−16.7% | Reduced |
| Selective Wealth Management, Inc. | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 373 | $22.0K | 0.00% | −531−58.7% | Reduced |
| Proequities, Inc. | 381 | $22.0K | 0.00% | +162+74.0% | Added |
| Steward Partners Investment Advisory, LLC | 359 | $21.0K | 0.00% | −119−24.9% | Reduced |
| Huntington National Bank | 354 | $21.0K | 0.00% | +9+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $20.3K | 0.00% | +350 | New |
| Northwestern Mutual Wealth Management Co | 313 | $18.0K | 0.00% | +2+0.6% | Added |
| Simplex Trading, LLC | 298 | $17.0K | 0.00% | −341−53.4% | Reduced |
| FinTrust Capital Advisors, LLC | 260 | $15.0K | 0.00% | +260 | New |
| Umb Bank N A | 219 | $13.0K | 0.00% | −1−0.5% | Reduced |
| National Bank of Canada | 219 | $13.0K | 0.00% | +30+15.9% | Added |
| Walleye Trading LLC | 218 | $13.0K | 0.00% | +218 | New |
| Aquatic Capital Management LLC | 200 | $12.0K | 0.02% | +200 | New |
| Public Employees Retirement System of Ohio | 180 | $10.0K | 0.00% | +180 | New |
| Farmers & Merchants Investments Inc | 159 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 116 | $7.00K | 0.00% | +56+93.3% | Added |
| First Horizon Advisors, Inc. | 97 | $6.00K | 0.00% | −143−59.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 100 | $6.00K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 61 | $4.28K | 0.00% | +61 | New |
| Quantbot Technologies LP | 83 | $4.00K | 0.00% | −2,690−97.0% | Reduced |
| Signaturefd, LLC | 61 | $4.00K | 0.00% | +30+96.8% | Added |
| IFP Advisors, Inc | 90 | $4.00K | 0.00% | +90 | New |
| Carolina Wealth Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 51 | $2.00K | 0.00% | −148−74.4% | Reduced |
| Geneos Wealth Management Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $1.00K | 0.00% | −1−5.9% | Reduced |
| Parallel Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| American Portfolios Advisors | 16 | $928 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 7 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $0 | 0.00% | +2+50.0% | Added |
| Quadrant Capital Group LLC | 4 | $0 | 0.00% | +4 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −177,141−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −48,022−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −19,835−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −19,239−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −18,692−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,501−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,990−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,303−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,988−100.0% | Sold out |