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 2023
Institutional positions in Malibu Boats, Inc. as of Mar 31, 2023. 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
- 186
- +3 vs. Q4 2022
- Shares held
- 18.9M
- +133.7K (+0.7%) vs. Q4 2022
- Total value
- $1.07B
- +$68.1M (+6.8%) vs. Q4 2022
- New holders
- 18
- 76 more added
- Sold out
- 15
- 58 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legal & General Group Plc | 10,191 | $575.3K | 0.00% | +487+5.0% | Added |
| Stifel Financial Corp | 9,988 | $563.8K | 0.00% | +237+2.4% | Added |
| American International Group, Inc. | 9,823 | $554.5K | 0.00% | +196+2.0% | Added |
| Gotham Asset Management, LLC | 9,665 | $545.6K | 0.01% | −6,899−41.7% | Reduced |
| Jane Street Group, LLC | 9,493 | $535.9K | 0.00% | +441+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,081 | $512.6K | 0.00% | +9,081 | New |
| Hunter Associates Investment Management LLC | 8,779 | $506.0K | 0.11% | +3,978+82.9% | Added |
| Seizert Capital Partners, LLC | 8,929 | $504.0K | 0.03% | −2,103−19.1% | Reduced |
| New York Life Investment Management LLC | 8,692 | $490.7K | 0.01% | −1,087−11.1% | Reduced |
| Summit Global Investments | 8,200 | $463.0K | 0.04% | +8,200 | New |
| Citadel Advisors LLC | 8,162 | $460.7K | 0.00% | +8,162 | New |
| Price T Rowe Associates Inc | 8,148 | $460.0K | 0.00% | −6,252−43.4% | Reduced |
| Voya Investment Management LLC | 8,005 | $451.9K | 0.00% | −89−1.1% | Reduced |
| CSS LLC | 7,500 | $423.4K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,386 | $417.0K | 0.03% | −48−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,300 | $412.1K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,971 | $394.0K | 0.00% | +6,971 | New |
| Pitcairn Co | 6,738 | $380.4K | 0.03% | −6−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 6,733 | $380.1K | 0.01% | −470−6.5% | Reduced |
| STRS Ohio | 6,700 | $378.0K | 0.00% | +6,700 | New |
| Hancock Whitney Corp | 6,665 | $376.0K | 0.02% | −997−13.0% | Reduced |
| Petrus Trust Company, LTA | 6,506 | $367.3K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,184 | $349.1K | 0.01% | +6,184 | New |
| Arizona State Retirement System | 5,895 | $332.8K | 0.00% | +110+1.9% | Added |
| State Board of Administration of Florida Retirement System | 5,873 | $331.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,540 | $313.0K | 0.00% | +595+12.0% | Added |
| Alps Advisors Inc | 5,499 | $310.4K | 0.00% | −331−5.7% | Reduced |
| Henshaw Capital LLC | 5,448 | $307.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,369 | $303.0K | 0.00% | +516+10.6% | Added |
| Bank of Montreal | 5,056 | $285.6K | 0.00% | +100+2.0% | Added |
| Handelsbanken Fonder AB | 4,900 | $277.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,775 | $269.5K | 0.02% | +1,521+46.7% | Added |
| Cantor Fitzgerald, L. P. | 4,735 | $267.3K | 0.01% | −133−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 4,641 | $262.0K | 0.00% | +4,641 | New |
| Principal Financial Group Inc | 4,619 | $260.7K | 0.00% | −806−14.9% | Reduced |
| HighTower Advisors, LLC | 4,410 | $247.0K | 0.00% | +354+8.7% | Added |
| Cim, LLC | 4,259 | $240.4K | 0.05% | −162−3.7% | Reduced |
| Versor Investments LP | 4,131 | $233.2K | 0.03% | −25−0.6% | Reduced |
| SkyOak Wealth, LLC | 4,002 | $225.9K | 0.07% | +4,002 | New |
| Howe & Rusling Inc | 3,843 | $216.9K | 0.03% | +3,843 | New |
| Intrust Bank NA | 3,836 | $216.5K | 0.03% | +3,836 | New |
| LPL Financial LLC | 3,815 | $215.4K | 0.00% | +3,815 | New |
| Dark Forest Capital Management LP | 3,769 | $212.8K | 0.05% | +3,125+485.2% | Added |
| MML Investors Services, LLC | 3,675 | $207.0K | 0.00% | +3,675 | New |
| Mesirow Financial Investment Management, Inc. | 3,664 | $206.8K | 0.86% | −2,115−36.6% | Reduced |
| New Vernon Capital Holdings II LLC | 3,260 | $184.0K | 0.14% | +31+1.0% | Added |
| River & Mercantile Asset Management LLP | 3,070 | $173.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 2,854 | $161.0K | 0.00% | −428−13.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,838 | $160.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,055 | $116.0K | 0.04% | −112−5.2% | Reduced |
| New York State Teachers Retirement System | 1,800 | $102.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,790 | $101.0K | 0.00% | +1,143+176.7% | Added |
| Ameritas Investment Partners, Inc. | 1,589 | $89.7K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 1,375 | $77.6K | 0.01% | +125+10.0% | Added |
| Metropolitan Life Insurance Co | 1,146 | $64.7K | 0.00% | −116−9.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,050 | $59.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,025 | $58.0K | 0.00% | +667+186.3% | Added |
| Global Trust Asset Management, LLC | 957 | $54.0K | 0.03% | +9+0.9% | Added |
| Benjamin Edwards Inc | 767 | $43.0K | 0.01% | +454+145.0% | Added |
| Aquatic Capital Management LLC | 700 | $40.0K | 0.00% | −4,000−85.1% | Reduced |
| FMR LLC | 699 | $39.5K | 0.00% | −82−10.5% | Reduced |
| Huntington National Bank | 545 | $30.8K | 0.00% | +7+1.3% | Added |
| The PNC Financial Services Group, Inc. | 524 | $29.6K | 0.00% | −160−23.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $19.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 257 | $15.0K | 0.00% | +23+9.8% | Added |
| Plante Moran Financial Advisors, LLC | 264 | $14.9K | 0.00% | +153+137.8% | Added |
| National Bank of Canada | 219 | $12.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 207 | $11.7K | 0.00% | −133−39.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 195 | $11.0K | 0.00% | +195 | New |
| Umb Bank N A | 194 | $11.0K | 0.00% | −300−60.7% | Reduced |
| First Horizon Advisors, Inc. | 133 | $7.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 96 | $5.42K | 0.00% | −97−50.3% | Reduced |
| Proequities, Inc. | 86 | $4.85K | 0.00% | +50+138.9% | Added |
| TD Waterhouse Canada Inc. | 61 | $4.64K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 77 | $4.35K | 0.00% | +17+28.3% | Added |
| Simplex Trading, LLC | 87 | $4.00K | 0.00% | +87 | New |
| CWM, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $1.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $1.58K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16 | $1.00K | 0.00% | −700−97.8% | Reduced |
| Geneos Wealth Management Inc. | 15 | $847 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $565 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 7 | $395 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $343 | 0.00% | +6 | New |
| Covestor Ltd | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −22,097−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,170−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,510−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −6,307−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,224−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |