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, Q2 2023
Institutional positions in Malibu Boats, Inc. as of Jun 30, 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
- 191
- +5 vs. Q1 2023
- Shares held
- 19.0M
- +32.0K (+0.2%) vs. Q1 2023
- Total value
- $1.11B
- +$42.3M (+4.0%) vs. Q1 2023
- New holders
- 19
- 70 more added
- Sold out
- 14
- 70 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1 | $59 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 6 | $352 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16 | $939 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 23 | $1.00K | 0.00% | −11−32.4% | Reduced |
| Covestor Ltd | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Clearstead Advisors, LLC | 31 | $1.82K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $1.94K | 0.00% | +5+17.9% | Added |
| Carolina Wealth Advisors, LLC | 77 | $4.52K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $4.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 82 | $4.81K | 0.00% | +82 | New |
| Whittier Trust Co | 96 | $5.63K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 111 | $6.51K | 0.00% | −153−58.0% | Reduced |
| Geneos Wealth Management Inc. | 115 | $6.75K | 0.00% | +100+666.7% | Added |
| First Horizon Advisors, Inc. | 121 | $7.10K | 0.00% | −12−9.0% | Reduced |
| Simplex Trading, LLC | 200 | $11.0K | 0.00% | +113+129.9% | Added |
| Umb Bank N A | 194 | $11.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 198 | $11.6K | 0.00% | +112+130.2% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 209 | $12.3K | 0.00% | +2+1.0% | Added |
| Public Employees Retirement System of Ohio | 272 | $16.0K | 0.00% | +15+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $20.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 423 | $24.8K | 0.02% | +423 | New |
| The PNC Financial Services Group, Inc. | 539 | $31.6K | 0.00% | +15+2.9% | Added |
| Tower Research Capital LLC (TRC) | 622 | $36.5K | 0.00% | −403−39.3% | Reduced |
| Huntington National Bank | 777 | $45.6K | 0.00% | +232+42.6% | Added |
| Global Trust Asset Management, LLC | 957 | $56.1K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 972 | $57.0K | 0.00% | +273+39.1% | Added |
| Harbor Investment Advisory, LLC | 1,050 | $61.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,051 | $61.7K | 0.00% | +1,051 | New |
| Metropolitan Life Insurance Co | 1,146 | $67.2K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,164 | $68.3K | 0.00% | +1,164 | New |
| Benjamin Edwards Inc | 1,530 | $90.0K | 0.02% | +763+99.5% | Added |
| Ameritas Investment Partners, Inc. | 1,589 | $93.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,800 | $106.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,010 | $117.9K | 0.03% | −45−2.2% | Reduced |
| Amalgamated Bank | 2,703 | $159.0K | 0.00% | −151−5.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,070 | $180.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,437 | $201.6K | 0.01% | +3,437 | New |
| Occudo Quantitative Strategies LP | 3,444 | $202.0K | 0.02% | +3,444 | New |
| Petrus Trust Company, LTA | 3,461 | $203.0K | 0.02% | −3,045−46.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,487 | $204.5K | 0.87% | −177−4.8% | Reduced |
| Intrust Bank NA | 3,496 | $205.1K | 0.02% | −340−8.9% | Reduced |
| Barnett & Company, Inc. | 3,500 | $205.3K | 0.15% | +3,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,580 | $210.0K | 0.00% | +742+26.1% | Added |
| Principal Financial Group Inc | 3,698 | $216.9K | 0.00% | −921−19.9% | Reduced |
| Corton Capital Inc. | 3,698 | $216.9K | 0.10% | +3,698 | New |
| Howe & Rusling Inc | 3,858 | $226.3K | 0.03% | +15+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $234.6K | 0.00% | +4,000 | New |
| National Bank of Canada | 4,183 | $245.2K | 0.00% | +3,964+1,810.0% | Added |
| Cim, LLC | 4,192 | $245.9K | 0.05% | −67−1.6% | Reduced |
| Jefferies Financial Group Inc. | 4,200 | $246.4K | 0.01% | +4,200 | New |
| Hancock Whitney Corp | 4,311 | $253.0K | 0.01% | −2,354−35.3% | Reduced |
| HighTower Advisors, LLC | 4,410 | $259.0K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,520 | $265.1K | 0.07% | +518+12.9% | Added |
| Cantor Fitzgerald, L. P. | 4,735 | $277.8K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,900 | $287.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 4,959 | $290.9K | 0.19% | +1,699+52.1% | Added |
| Bank of Montreal | 4,981 | $304.2K | 0.00% | −75−1.5% | Reduced |
| Quantbot Technologies LP | 5,275 | $309.4K | 0.02% | +500+10.5% | Added |
| Henshaw Capital LLC | 5,448 | $319.6K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,544 | $325.2K | 0.00% | +45+0.8% | Added |
| Great West Life Assurance Co | 5,540 | $327.0K | 0.00% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 5,584 | $327.6K | 0.01% | +5,584 | New |
| Arizona State Retirement System | 5,751 | $337.4K | 0.00% | −144−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 5,773 | $338.6K | 0.00% | −100−1.7% | Reduced |
| Citadel Advisors LLC | 5,805 | $340.5K | 0.00% | −2,357−28.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,815 | $340.9K | 0.00% | +446+8.3% | Added |
| MML Investors Services, LLC | 6,408 | $376.0K | 0.00% | +2,733+74.4% | Added |
| Exchange Traded Concepts, LLC | 6,473 | $379.7K | 0.01% | −260−3.9% | Reduced |
| Dark Forest Capital Management LP | 6,529 | $383.0K | 0.04% | +2,760+73.2% | Added |
| Pitcairn Co | 6,692 | $392.6K | 0.03% | −46−0.7% | Reduced |
| Janney Montgomery Scott LLC | 6,956 | $408.0K | 0.00% | −15−0.2% | Reduced |
| CSS LLC | 7,000 | $410.6K | 0.03% | −500−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,132 | $418.4K | 0.07% | −9,536−57.2% | Reduced |
| New York Life Investment Management LLC | 7,301 | $428.3K | 0.00% | −1,391−16.0% | Reduced |
| Gotham Asset Management, LLC | 8,148 | $478.0K | 0.01% | −1,517−15.7% | Reduced |
| Seizert Capital Partners, LLC | 8,352 | $489.9K | 0.03% | −577−6.5% | Reduced |
| Voya Investment Management LLC | 8,367 | $490.8K | 0.00% | +362+4.5% | Added |
| Victory Capital Management Inc | 8,441 | $495.1K | 0.00% | −17,502−67.5% | Reduced |
| Price T Rowe Associates Inc | 8,478 | $498.0K | 0.00% | +330+4.1% | Added |
| Unison Advisors LLC | 8,744 | $512.9K | 0.06% | +8,744 | New |
| Engineers Gate Manager LP | 8,840 | $518.6K | 0.02% | +2,656+42.9% | Added |
| Gsa Capital Partners LLP | 9,256 | $543.0K | 0.05% | −12,721−57.9% | Reduced |
| Meritage Portfolio Management | 9,439 | $554.0K | 0.04% | +2,053+27.8% | Added |
| Affinity Investment Advisors, LLC | 9,744 | $571.6K | 0.33% | −1,741−15.2% | Reduced |
| American International Group, Inc. | 9,793 | $574.5K | 0.00% | −30−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 10,137 | $594.6K | 0.16% | +10,137 | New |
| Raymond James & Associates | 10,184 | $597.4K | 0.00% | −3,907−27.7% | Reduced |
| Franklin Resources Inc | 10,309 | $604.7K | 0.00% | +10,309 | New |
| Algert Global LLC | 10,320 | $605.4K | 0.03% | +10,320 | New |
| MetLife Investment Management | 10,742 | $630.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,786 | $632.7K | 0.00% | +8,996+502.6% | Added |
| Jane Street Group, LLC | 10,987 | $644.5K | 0.00% | +1,494+15.7% | Added |
| Vestcor Inc | 11,206 | $657.0K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,879 | $696.8K | 0.00% | −5,625−32.1% | Reduced |
| First Hawaiian Bank | 12,453 | $730.5K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 13,046 | $765.3K | 0.00% | −708−5.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,100 | $768.4K | 0.08% | −1,400−9.7% | Reduced |
| Janus Henderson Group PLC | 13,526 | $793.3K | 0.00% | +1,576+13.2% | Added |
| Marshall Wace, LLP | 13,862 | $813.1K | 0.00% | +13,862 | New |