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, Q3 2023
Institutional positions in Malibu Boats, Inc. as of Sep 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
- 180
- −10 vs. Q2 2023
- Shares held
- 19.0M
- +61.1K (+0.3%) vs. Q2 2023
- Total value
- $930.1M
- −$179.3M (−16.2%) vs. Q2 2023
- New holders
- 28
- 72 more added
- Sold out
- 38
- 50 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 10,052 | $493.0K | 0.00% | −5,769−36.5% | Reduced |
| Affinity Investment Advisors, LLC | 9,744 | $477.7K | 0.31% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 9,687 | $474.9K | 0.09% | +9,687 | New |
| Price T Rowe Associates Inc | 8,855 | $435.0K | 0.00% | +377+4.4% | Added |
| Unison Advisors LLC | 8,744 | $428.6K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,714 | $427.2K | 0.03% | +3,439+65.2% | Added |
| Henshaw Capital LLC | 8,642 | $423.6K | 0.02% | +3,194+58.6% | Added |
| Voya Investment Management LLC | 8,499 | $416.6K | 0.00% | +132+1.6% | Added |
| Guggenheim Capital LLC | 8,098 | $397.0K | 0.00% | +8,098 | New |
| Advisor Group Holdings, Inc. | 7,763 | $380.6K | 0.00% | +1,948+33.5% | Added |
| Exchange Traded Concepts, LLC | 7,754 | $380.1K | 0.01% | +1,281+19.8% | Added |
| Victory Capital Management Inc | 7,573 | $371.2K | 0.00% | −868−10.3% | Reduced |
| Seizert Capital Partners, LLC | 7,440 | $364.7K | 0.02% | −912−10.9% | Reduced |
| Point72 Middle East FZE | 7,221 | $354.0K | 0.02% | +6,057+520.4% | Added |
| HRT Financial LP | 7,187 | $352.0K | 0.00% | +7,187 | New |
| CSS LLC | 7,000 | $343.1K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,890 | $338.0K | 0.00% | +482+7.5% | Added |
| Great West Life Assurance Co | 6,701 | $329.0K | 0.00% | +1,161+21.0% | Added |
| SG Americas Securities, LLC | 6,622 | $325.0K | 0.00% | +6,622 | New |
| Kendall Capital Management | 6,578 | $322.0K | 0.14% | +6,578 | New |
| New York Life Investment Management LLC | 6,307 | $309.2K | 0.00% | −994−13.6% | Reduced |
| Squarepoint Ops LLC | 6,088 | $298.4K | 0.00% | +6,088 | New |
| Bank of Montreal | 6,045 | $290.5K | 0.00% | +1,064+21.4% | Added |
| Arizona State Retirement System | 5,872 | $287.8K | 0.00% | +121+2.1% | Added |
| New Vernon Capital Holdings II LLC | 5,845 | $286.5K | 0.25% | +886+17.9% | Added |
| State Board of Administration of Florida Retirement System | 5,803 | $284.5K | 0.00% | +30+0.5% | Added |
| PDT Partners, LLC | 5,741 | $281.4K | 0.04% | +5,741 | New |
| Channing Capital Management, LLC | 5,584 | $273.7K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5,376 | $264.0K | 0.02% | −4,063−43.0% | Reduced |
| Citigroup Inc | 5,117 | $250.8K | 0.00% | −5,669−52.6% | Reduced |
| Versor Investments LP | 5,061 | $248.1K | 0.05% | +5,061 | New |
| Handelsbanken Fonder AB | 4,900 | $240.0K | 0.00% | 00.0% | Unchanged |
| Cim, LLC | 4,751 | $232.9K | 0.04% | +559+13.3% | Added |
| Quadrature Capital Ltd | 4,691 | $230.0K | 0.00% | +4,691 | New |
| Legato Capital Management LLC | 4,662 | $228.5K | 0.03% | +4,662 | New |
| Dean Capital Management | 4,662 | $228.5K | 0.17% | +4,662 | New |
| Tower Research Capital LLC (TRC) | 4,655 | $228.2K | 0.01% | +4,033+648.4% | Added |
| Principal Financial Group Inc | 4,604 | $225.7K | 0.00% | +906+24.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,489 | $220.1K | 0.00% | −9,610−68.2% | Reduced |
| Howe & Rusling Inc | 4,427 | $217.0K | 0.03% | +569+14.7% | Added |
| State of Wisconsin Investment Board | 4,307 | $211.1K | 0.00% | +4,307 | New |
| Hancock Whitney Corp | 4,162 | $204.0K | 0.01% | −149−3.5% | Reduced |
| HSBC Holdings PLC | 4,140 | $202.9K | 0.00% | +4,140 | New |
| Allianz Asset Management GmbH | 4,103 | $201.1K | 0.00% | −8,943−68.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $196.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,966 | $194.4K | 0.00% | +386+10.8% | Added |
| Amalgamated Bank | 2,703 | $133.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,300 | $113.0K | 0.03% | +770+50.3% | Added |
| Aquatic Capital Management LLC | 2,300 | $113.0K | 0.00% | +2,300 | New |
| Point72 Asset Management, L.P. | 2,201 | $107.9K | 0.00% | +2,200+220,000.0% | Added |
| Ameritas Investment Partners, Inc. | 2,021 | $99.1K | 0.00% | +432+27.2% | Added |
| State of Wyoming | 1,221 | $59.9K | 0.01% | −789−39.3% | Reduced |
| PEAK6 Investments LLC | 1,211 | $59.4K | 0.00% | +1,211 | New |
| Metropolitan Life Insurance Co | 1,146 | $56.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 957 | $46.9K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 608 | $29.8K | 0.00% | −364−37.4% | Reduced |
| Group One Trading, L.P. | 583 | $28.6K | 0.00% | −468−44.5% | Reduced |
| Comerica Bank | 548 | $26.9K | 0.00% | +548 | New |
| IFP Advisors, Inc | 517 | $25.3K | 0.00% | +517 | New |
| US Bancorp | 411 | $20.1K | 0.00% | +202+96.7% | Added |
| Huntington National Bank | 406 | $19.9K | 0.00% | −371−47.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $17.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $9.80K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 198 | $9.71K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 194 | $9.51K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 145 | $7.11K | 0.00% | +145 | New |
| CWM, LLC | 114 | $6.00K | 0.00% | +91+395.7% | Added |
| Geneos Wealth Management Inc. | 115 | $5.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $4.41K | 0.00% | +8+9.8% | Added |
| TD Waterhouse Canada Inc. | 61 | $4.12K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 77 | $3.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 73 | $3.58K | 0.00% | −48−39.7% | Reduced |
| Whittier Trust Co | 46 | $2.25K | 0.00% | −50−52.1% | Reduced |
| The PNC Financial Services Group, Inc. | 42 | $2.06K | 0.00% | −497−92.2% | Reduced |
| Clearstead Advisors, LLC | 31 | $1.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $1.37K | 0.00% | −5−15.2% | Reduced |
| Nisa Investment Advisors, LLC | 16 | $784 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $294 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4 | $196 | 0.00% | +4 | New |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 0 | $0 | 0.00% | −97,191−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −76,682−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −71,249−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −70,319−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −61,453−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −29,284−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,100−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −27,074−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −20,096−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,862−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,987−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −10,320−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,256−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −6,692−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,529−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |