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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 10,742 | $630.1K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 10,320 | $605.4K | 0.03% | +10,320 | New |
| Franklin Resources Inc | 10,309 | $604.7K | 0.00% | +10,309 | New |
| Raymond James & Associates | 10,184 | $597.4K | 0.00% | −3,907−27.7% | Reduced |
| Hohimer Wealth Management, LLC | 10,137 | $594.6K | 0.16% | +10,137 | New |
| American International Group, Inc. | 9,793 | $574.5K | 0.00% | −30−0.3% | Reduced |
| Affinity Investment Advisors, LLC | 9,744 | $571.6K | 0.33% | −1,741−15.2% | Reduced |
| Meritage Portfolio Management | 9,439 | $554.0K | 0.04% | +2,053+27.8% | Added |
| Gsa Capital Partners LLP | 9,256 | $543.0K | 0.05% | −12,721−57.9% | Reduced |
| Engineers Gate Manager LP | 8,840 | $518.6K | 0.02% | +2,656+42.9% | Added |
| Unison Advisors LLC | 8,744 | $512.9K | 0.06% | +8,744 | New |
| Price T Rowe Associates Inc | 8,478 | $498.0K | 0.00% | +330+4.1% | Added |
| Victory Capital Management Inc | 8,441 | $495.1K | 0.00% | −17,502−67.5% | Reduced |
| Voya Investment Management LLC | 8,367 | $490.8K | 0.00% | +362+4.5% | Added |
| Seizert Capital Partners, LLC | 8,352 | $489.9K | 0.03% | −577−6.5% | Reduced |
| Gotham Asset Management, LLC | 8,148 | $478.0K | 0.01% | −1,517−15.7% | Reduced |
| New York Life Investment Management LLC | 7,301 | $428.3K | 0.00% | −1,391−16.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,132 | $418.4K | 0.07% | −9,536−57.2% | Reduced |
| CSS LLC | 7,000 | $410.6K | 0.03% | −500−6.7% | Reduced |
| Janney Montgomery Scott LLC | 6,956 | $408.0K | 0.00% | −15−0.2% | Reduced |
| Pitcairn Co | 6,692 | $392.6K | 0.03% | −46−0.7% | Reduced |
| Dark Forest Capital Management LP | 6,529 | $383.0K | 0.04% | +2,760+73.2% | Added |
| Exchange Traded Concepts, LLC | 6,473 | $379.7K | 0.01% | −260−3.9% | Reduced |
| MML Investors Services, LLC | 6,408 | $376.0K | 0.00% | +2,733+74.4% | Added |
| Advisor Group Holdings, Inc. | 5,815 | $340.9K | 0.00% | +446+8.3% | Added |
| Citadel Advisors LLC | 5,805 | $340.5K | 0.00% | −2,357−28.9% | Reduced |
| State Board of Administration of Florida Retirement System | 5,773 | $338.6K | 0.00% | −100−1.7% | Reduced |
| Arizona State Retirement System | 5,751 | $337.4K | 0.00% | −144−2.4% | Reduced |
| Channing Capital Management, LLC | 5,584 | $327.6K | 0.01% | +5,584 | New |
| Great West Life Assurance Co | 5,540 | $327.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,544 | $325.2K | 0.00% | +45+0.8% | Added |
| Henshaw Capital LLC | 5,448 | $319.6K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,275 | $309.4K | 0.02% | +500+10.5% | Added |
| Bank of Montreal | 4,981 | $304.2K | 0.00% | −75−1.5% | Reduced |
| New Vernon Capital Holdings II LLC | 4,959 | $290.9K | 0.19% | +1,699+52.1% | Added |
| Handelsbanken Fonder AB | 4,900 | $287.0K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 4,735 | $277.8K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,520 | $265.1K | 0.07% | +518+12.9% | Added |
| HighTower Advisors, LLC | 4,410 | $259.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,311 | $253.0K | 0.01% | −2,354−35.3% | Reduced |
| Jefferies Financial Group Inc. | 4,200 | $246.4K | 0.01% | +4,200 | New |
| Cim, LLC | 4,192 | $245.9K | 0.05% | −67−1.6% | Reduced |
| National Bank of Canada | 4,183 | $245.2K | 0.00% | +3,964+1,810.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $234.6K | 0.00% | +4,000 | New |
| Howe & Rusling Inc | 3,858 | $226.3K | 0.03% | +15+0.4% | 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,580 | $210.0K | 0.00% | +742+26.1% | Added |
| Barnett & Company, Inc. | 3,500 | $205.3K | 0.15% | +3,500 | New |
| Intrust Bank NA | 3,496 | $205.1K | 0.02% | −340−8.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,487 | $204.5K | 0.87% | −177−4.8% | Reduced |
| Petrus Trust Company, LTA | 3,461 | $203.0K | 0.02% | −3,045−46.8% | Reduced |
| Occudo Quantitative Strategies LP | 3,444 | $202.0K | 0.02% | +3,444 | New |
| Independent Financial Group, LLC | 3,437 | $201.6K | 0.01% | +3,437 | New |
| River & Mercantile Asset Management LLP | 3,070 | $180.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 2,703 | $159.0K | 0.00% | −151−5.3% | Reduced |
| State of Wyoming | 2,010 | $117.9K | 0.03% | −45−2.2% | Reduced |
| New York State Teachers Retirement System | 1,800 | $106.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,589 | $93.2K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,530 | $90.0K | 0.02% | +763+99.5% | Added |
| Point72 Middle East FZE | 1,164 | $68.3K | 0.00% | +1,164 | New |
| Metropolitan Life Insurance Co | 1,146 | $67.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,051 | $61.7K | 0.00% | +1,051 | New |
| Harbor Investment Advisory, LLC | 1,050 | $61.6K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 972 | $57.0K | 0.00% | +273+39.1% | Added |
| Global Trust Asset Management, LLC | 957 | $56.1K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 777 | $45.6K | 0.00% | +232+42.6% | Added |
| Tower Research Capital LLC (TRC) | 622 | $36.5K | 0.00% | −403−39.3% | Reduced |
| The PNC Financial Services Group, Inc. | 539 | $31.6K | 0.00% | +15+2.9% | Added |
| Quarry LP | 423 | $24.8K | 0.02% | +423 | New |
| Federation des caisses Desjardins du Quebec | 350 | $20.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 272 | $16.0K | 0.00% | +15+5.8% | Added |
| US Bancorp | 209 | $12.3K | 0.00% | +2+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 198 | $11.6K | 0.00% | +112+130.2% | Added |
| Umb Bank N A | 194 | $11.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 200 | $11.0K | 0.00% | +113+129.9% | Added |
| First Horizon Advisors, Inc. | 121 | $7.10K | 0.00% | −12−9.0% | Reduced |
| Geneos Wealth Management Inc. | 115 | $6.75K | 0.00% | +100+666.7% | Added |
| Plante Moran Financial Advisors, LLC | 111 | $6.51K | 0.00% | −153−58.0% | Reduced |
| Whittier Trust Co | 96 | $5.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 82 | $4.81K | 0.00% | +82 | New |
| TD Waterhouse Canada Inc. | 61 | $4.74K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 77 | $4.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $1.94K | 0.00% | +5+17.9% | Added |
| Clearstead Advisors, LLC | 31 | $1.82K | 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 |
| Nisa Investment Advisors, LLC | 16 | $939 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $352 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1 | $59 | 0.00% | +1 | New |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −201,275−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −24,083−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −17,242−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,068−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −8,779−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |