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 2022
Institutional positions in Malibu Boats, Inc. as of Dec 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
- 183
- 0 vs. Q3 2022
- Shares held
- 18.8M
- −269.7K (−1.4%) vs. Q3 2022
- Total value
- $1.00B
- +$82.5M (+9.0%) vs. Q3 2022
- New holders
- 23
- 65 more added
- Sold out
- 23
- 64 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 16,564 | $882.9K | 0.02% | +3,283+24.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,634 | $886.6K | 0.00% | +52+0.3% | Added |
| Teacher Retirement System of Texas | 17,602 | $938.0K | 0.01% | −7,336−29.4% | Reduced |
| Jefferies Financial Group Inc. | 17,800 | $948.7K | 0.02% | +17,800 | New |
| Cornercap Investment Counsel Inc | 18,629 | $992.9K | 0.17% | +44+0.2% | Added |
| Shaker Investments LLC | 21,729 | $1.16M | 0.72% | −2,536−10.5% | Reduced |
| Victory Capital Management Inc | 21,741 | $1.16M | 0.00% | +938+4.5% | Added |
| HRT Financial LP | 22,097 | $1.18M | 0.02% | +22,097 | New |
| Credit Suisse AG | 23,138 | $1.23M | 0.00% | +5,339+30.0% | Added |
| Virginia Retirement Systems Et Al | 24,500 | $1.31M | 0.01% | +4,200+20.7% | Added |
| Man Group plc | 24,819 | $1.32M | 0.00% | +24,819 | New |
| New York State Common Retirement Fund | 24,976 | $1.33M | 0.00% | −17−0.1% | Reduced |
| Envestnet Asset Management Inc | 25,470 | $1.36M | 0.00% | −1,528−5.7% | Reduced |
| Alliancebernstein L.P. | 25,600 | $1.36M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 25,966 | $1.38M | 0.00% | +286+1.1% | Added |
| Dana Investment Advisors, Inc. | 26,262 | $1.40M | 0.07% | +2,660+11.3% | Added |
| Kornitzer Capital Management Inc | 26,600 | $1.42M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 26,631 | $1.42M | 0.00% | +410+1.6% | Added |
| Barclays PLC | 27,911 | $1.49M | 0.00% | +16,332+141.0% | Added |
| Neuberger Berman Group LLC | 29,850 | $1.59M | 0.00% | −300−1.0% | Reduced |
| Invesco Ltd. | 30,584 | $1.63M | 0.00% | +3,706+13.8% | Added |
| Two Sigma Advisers, LP | 31,500 | $1.68M | 0.00% | −4,800−13.2% | Reduced |
| Tudor Investment Corp Et Al | 33,266 | $1.77M | 0.04% | +33,266 | New |
| CenterBook Partners LP | 34,639 | $1.85M | 0.30% | +19,215+124.6% | Added |
| AQR Capital Management LLC | 38,740 | $2.06M | 0.00% | +2,816+7.8% | Added |
| Globeflex Capital L P | 41,527 | $2.21M | 0.28% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 42,204 | $2.25M | 0.00% | +894+2.2% | Added |
| Cubist Systematic Strategies, LLC | 49,041 | $2.61M | 0.02% | −74,398−60.3% | Reduced |
| Swiss National Bank | 49,500 | $2.64M | 0.00% | +900+1.9% | Added |
| Susquehanna International Group, LLP | 50,303 | $2.68M | 0.01% | −42,275−45.7% | Reduced |
| Brandywine Global Investment Management, LLC | 53,425 | $2.85M | 0.02% | +22,597+73.3% | Added |
| Qube Research & Technologies Ltd | 56,349 | $3.00M | 0.02% | −3,855−6.4% | Reduced |
| First Trust Advisors LP | 58,299 | $3.11M | 0.00% | −2,991−4.9% | Reduced |
| Schroder Investment Management Group | 66,135 | $3.52M | 0.01% | −34,322−34.2% | Reduced |
| NFJ Investment Group, LLC | 73,028 | $3.89M | 0.10% | −27,932−27.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 73,220 | $3.90M | 0.49% | −3,703−4.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 77,766 | $4.14M | 0.02% | +24,299+45.4% | Added |
| Assenagon Asset Management S.A. | 87,412 | $4.66M | 0.02% | −56,529−39.3% | Reduced |
| RE Advisers Corp | 89,042 | $4.75M | 0.13% | +10,834+13.9% | Added |
| Morgan Stanley | 93,925 | $5.01M | 0.00% | −36,197−27.8% | Reduced |
| Bank of New York Mellon Corp | 94,062 | $5.01M | 0.00% | +7,438+8.6% | Added |
| NBW Capital LLC | 94,778 | $5.05M | 1.29% | +1,765+1.9% | Added |
| Nordea Investment Management AB | 96,999 | $5.18M | 0.01% | −4,856−4.8% | Reduced |
| Royce & Associates LP | 98,691 | $5.26M | 0.06% | +17,400+21.4% | Added |
| Royal Bank of Canada | 101,635 | $5.42M | 0.00% | −25,700−20.2% | Reduced |
| UBS Group AG | 102,207 | $5.45M | 0.00% | +80,654+374.2% | Added |
| LSV Asset Management | 103,500 | $5.52M | 0.01% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 111,250 | $5.93M | 4.59% | +26,000+30.5% | Added |
| SEI Investments Co | 124,948 | $6.66M | 0.01% | −9,064−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 134,264 | $7.16M | 0.01% | −28,088−17.3% | Reduced |
| Bessemer Group Inc | 143,224 | $7.63M | 0.02% | +6,340+4.6% | Added |
| Prudential Financial Inc | 156,299 | $8.33M | 0.01% | +129,879+491.6% | Added |
| Nuveen Asset Management, LLC | 165,073 | $8.80M | 0.00% | +66,676+67.8% | Added |
| Ameriprise Financial Inc | 165,103 | $8.80M | 0.00% | −1,560−0.9% | Reduced |
| Bank of America Corp | 172,872 | $9.21M | 0.00% | −12,644−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 186,676 | $9.95M | 0.01% | −9,850−5.0% | Reduced |
| Goldman Sachs Group Inc | 195,562 | $10.4M | 0.00% | +2,649+1.4% | Added |
| Northern Trust Corp | 198,792 | $10.6M | 0.00% | +383+0.2% | Added |
| Charles Schwab Investment Management Inc | 203,044 | $10.8M | 0.00% | +15,717+8.4% | Added |
| Epoch Investment Partners, Inc. | 210,101 | $11.2M | 0.07% | +46,252+28.2% | Added |
| Punch & Associates Investment Management, Inc. | 220,171 | $11.7M | 0.76% | +1,970+0.9% | Added |
| London Co of Virginia | 236,324 | $12.6M | 0.07% | −19,219−7.5% | Reduced |
| TimesSquare Capital Management, LLC | 242,400 | $12.9M | 0.18% | −20,100−7.7% | Reduced |
| Shellback Capital, LP | 242,777 | $12.9M | 2.32% | −20,000−7.6% | Reduced |
| JPMorgan Chase & Co | 267,491 | $14.3M | 0.00% | −29,600−10.0% | Reduced |
| Aperture Investors, LLC | 285,534 | $15.2M | 2.50% | −96,141−25.2% | Reduced |
| Ci Investments Inc. | 307,054 | $16.4M | 0.08% | −36,990−10.8% | Reduced |
| Manufacturers Life Insurance Company, The | 310,294 | $16.5M | 0.01% | +15,953+5.4% | Added |
| Renaissance Technologies LLC | 311,701 | $16.6M | 0.02% | −53,100−14.6% | Reduced |
| Lazard Asset Management LLC | 356,721 | $19.0M | 0.03% | −57,223−13.8% | Reduced |
| Fort Washington Investment Advisors Inc | 399,462 | $21.3M | 0.17% | +840+0.2% | Added |
| State Street Corp | 402,171 | $21.4M | 0.00% | −3,131−0.8% | Reduced |
| Geode Capital Management, LLC | 425,887 | $22.7M | 0.00% | +1,173+0.3% | Added |
| Southernsun Asset Management, LLC | 432,213 | $23.0M | 2.62% | +4,921+1.2% | Added |
| Loomis Sayles & Co L P | 570,117 | $30.4M | 0.06% | −13,638−2.3% | Reduced |
| Cooke & Bieler LP | 616,973 | $32.9M | 0.32% | −950−0.2% | Reduced |
| Dimensional Fund Advisors LP | 752,463 | $40.1M | 0.01% | +27,615+3.8% | Added |
| FIL Ltd | 810,649 | $43.2M | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 1,042,000 | $55.5M | 0.01% | +191,000+22.4% | Added |
| Vanguard Group Inc | 1,238,536 | $66.0M | 0.00% | +91,370+8.0% | Added |
| American Century Companies Inc | 1,407,636 | $75.0M | 0.06% | +40,886+3.0% | Added |
| Macquarie Group Ltd | 1,472,149 | $78.5M | 0.09% | −241,142−14.1% | Reduced |
| BlackRock Inc. | 1,506,860 | $80.3M | 0.00% | +69,540+4.8% | Added |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −115,279−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −55,587−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −31,623−100.0% | Sold out |
| Ararat Capital Management, LP | 0 | $0 | 0.00% | −30,858−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −22,144−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,248−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,890−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,447−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,029−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,966−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −11,221−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,310−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −6,019−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,008−100.0% | Sold out |