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 2023
Institutional positions in Malibu Boats, Inc. as of Dec 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
- 180
- +1 vs. Q3 2023
- Shares held
- 19.1M
- +125.7K (+0.7%) vs. Q3 2023
- Total value
- $1.04B
- +$116.6M (+12.6%) vs. Q3 2023
- New holders
- 29
- 54 more added
- Sold out
- 28
- 71 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Huntington National Bank | 1 | $55 | 0.00% | −405−99.8% | Reduced |
| Sandy Spring Bank | 2 | $110 | 0.00% | +2 | New |
| Group One Trading, L.P. | 4 | $219 | 0.00% | −579−99.3% | Reduced |
| GAMMA Investing LLC | 13 | $543 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 10 | $548 | 0.00% | +10 | New |
| The PNC Financial Services Group, Inc. | 15 | $822 | 0.00% | −27−64.3% | Reduced |
| Nisa Investment Advisors, LLC | 16 | $877 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $1.10K | 0.00% | +20 | New |
| Assetmark, Inc | 26 | $1.43K | 0.00% | +26 | New |
| Global Retirement Partners, LLC | 34 | $1.70K | 0.00% | +28+466.7% | Added |
| Oakworth Capital, Inc. | 34 | $1.86K | 0.00% | +34 | New |
| Whittier Trust Co | 46 | $2.52K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 49 | $2.69K | 0.00% | +49 | New |
| First Horizon Advisors, Inc. | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 77 | $4.22K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $4.26K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $4.93K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $6.30K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 142 | $7.78K | 0.01% | +142 | New |
| Benjamin F. Edwards & Company, Inc. | 160 | $9.00K | 0.00% | +160 | New |
| Umb Bank N A | 194 | $10.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 291 | $16.0K | 0.00% | +93+47.0% | Added |
| Principal Securities, Inc. | 338 | $18.5K | 0.00% | +338 | New |
| Federation des caisses Desjardins du Quebec | 350 | $19.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 411 | $22.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 517 | $28.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 784 | $43.0K | 0.00% | +176+28.9% | Added |
| Global Trust Asset Management, LLC | 957 | $52.5K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,062 | $58.2K | 0.00% | −27,767−96.3% | Reduced |
| Metropolitan Life Insurance Co | 1,146 | $62.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,200 | $65.8K | 0.01% | +1,200 | New |
| Victory Capital Management Inc | 1,626 | $89.1K | 0.00% | −5,947−78.5% | Reduced |
| Comerica Bank | 1,671 | $91.6K | 0.00% | +1,123+204.9% | Added |
| Great West Life Assurance Co | 2,003 | $109.0K | 0.00% | −4,698−70.1% | Reduced |
| Point72 Asset Management, L.P. | 2,000 | $109.6K | 0.00% | −201−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,021 | $110.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,489 | $136.0K | 0.00% | −214−7.9% | Reduced |
| Benjamin Edwards Inc | 2,618 | $144.0K | 0.03% | +318+13.8% | Added |
| Cubist Systematic Strategies, LLC | 2,678 | $146.8K | 0.00% | −18,964−87.6% | Reduced |
| Quantbot Technologies LP | 2,960 | $162.3K | 0.01% | −5,754−66.0% | Reduced |
| SG Americas Securities, LLC | 3,565 | $195.0K | 0.00% | −3,057−46.2% | Reduced |
| Aquatic Capital Management LLC | 3,700 | $203.0K | 0.01% | +1,400+60.9% | Added |
| HighTower Advisors, LLC | 3,791 | $208.0K | 0.00% | +3,791 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $219.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,051 | $222.1K | 0.00% | +4,051 | New |
| HSBC Holdings PLC | 4,069 | $222.9K | 0.00% | −71−1.7% | Reduced |
| Andina Capital Management, LLC | 4,100 | $224.8K | 0.19% | +4,100 | New |
| Allianz Asset Management GmbH | 4,132 | $226.5K | 0.00% | +29+0.7% | Added |
| Hancock Whitney Corp | 4,155 | $227.8K | 0.01% | −7−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,199 | $230.2K | 0.00% | +4,199 | New |
| Tower Research Capital LLC (TRC) | 4,299 | $235.7K | 0.00% | −356−7.6% | Reduced |
| CI Private Wealth, LLC | 4,360 | $239.0K | 0.00% | +4,360 | New |
| Wolverine Trading, LLC | 4,463 | $244.7K | 0.00% | +4,463 | New |
| New Vernon Capital Holdings II LLC | 4,518 | $247.7K | 0.13% | −1,327−22.7% | Reduced |
| Vident Advisory, LLC | 4,530 | $248.3K | 0.01% | +4,530 | New |
| Handelsbanken Fonder AB | 4,900 | $269.0K | 0.00% | 00.0% | Unchanged |
| Cim, LLC | 6,446 | $274.5K | 0.04% | +1,695+35.7% | Added |
| Principal Financial Group Inc | 5,339 | $292.7K | 0.00% | +735+16.0% | Added |
| Affinity Investment Advisors, LLC | 5,404 | $296.2K | 0.20% | −4,340−44.5% | Reduced |
| Meritage Portfolio Management | 5,489 | $301.0K | 0.02% | +113+2.1% | Added |
| HRT Financial LP | 5,744 | $314.0K | 0.00% | −1,443−20.1% | Reduced |
| Arizona State Retirement System | 5,742 | $314.8K | 0.00% | −130−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 5,803 | $318.1K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 5,816 | $318.8K | 0.02% | −1,624−21.8% | Reduced |
| Axq Capital, LP | 5,878 | $322.2K | 0.09% | +5,878 | New |
| STRS Ohio | 6,000 | $328.0K | 0.00% | −8,700−59.2% | Reduced |
| Guggenheim Capital LLC | 5,991 | $328.4K | 0.00% | −2,107−26.0% | Reduced |
| New York Life Investment Management LLC | 6,164 | $337.9K | 0.00% | −143−2.3% | Reduced |
| Nebula Research & Development LLC | 6,176 | $338.6K | 0.10% | +6,176 | New |
| Bank of Montreal | 6,216 | $343.5K | 0.00% | +171+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,272 | $343.8K | 0.00% | +2,306+58.1% | Added |
| State of Wisconsin Investment Board | 6,747 | $369.9K | 0.00% | +2,440+56.7% | Added |
| Advisor Group Holdings, Inc. | 6,784 | $370.8K | 0.00% | −979−12.6% | Reduced |
| XTX Topco Ltd | 6,891 | $377.8K | 0.08% | −6,291−47.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,106 | $389.6K | 0.00% | −33,623−82.6% | Reduced |
| Exchange Traded Concepts, LLC | 7,598 | $416.5K | 0.01% | −156−2.0% | Reduced |
| VELA Investment Management, LLC | 7,751 | $424.9K | 0.17% | +7,751 | New |
| D. E. Shaw & Co., Inc. | 8,227 | $451.0K | 0.00% | −24,346−74.7% | Reduced |
| Voya Investment Management LLC | 8,244 | $451.9K | 0.00% | −255−3.0% | Reduced |
| Henshaw Capital LLC | 8,642 | $473.8K | 0.02% | 00.0% | Unchanged |
| Unison Advisors LLC | 8,744 | $479.3K | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 9,288 | $510.0K | 0.00% | +433+4.9% | Added |
| Russell Investments Group, Ltd. | 9,594 | $525.9K | 0.00% | −9,268−49.1% | Reduced |
| Jane Street Group, LLC | 9,750 | $534.5K | 0.00% | +9,750 | New |
| American International Group, Inc. | 10,113 | $554.4K | 0.00% | −41−0.4% | Reduced |
| Kendall Capital Management | 10,283 | $563.7K | 0.22% | +3,705+56.3% | Added |
| Hohimer Wealth Management, LLC | 10,438 | $572.2K | 0.15% | +301+3.0% | Added |
| Franklin Resources Inc | 10,612 | $581.7K | 0.00% | +48+0.5% | Added |
| MetLife Investment Management | 10,742 | $588.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,769 | $590.0K | 0.00% | +3,879+56.3% | Added |
| First Hawaiian Bank | 11,443 | $627.3K | 0.02% | −1,010−8.1% | Reduced |
| Citigroup Inc | 11,798 | $646.8K | 0.00% | +6,681+130.6% | Added |
| Legato Capital Management LLC | 11,965 | $655.9K | 0.09% | +7,303+156.6% | Added |
| Dean Capital Management | 11,965 | $655.9K | 0.41% | +7,303+156.6% | Added |
| Raymond James & Associates | 12,077 | $662.1K | 0.00% | +1,795+17.5% | Added |
| BNP Paribas Arbitrage, SA | 12,565 | $688.8K | 0.00% | −10,015−44.4% | Reduced |
| Wells Fargo & Company | 12,708 | $696.7K | 0.00% | +1,376+12.1% | Added |
| Vestcor Inc | 12,743 | $699.0K | 0.02% | 00.0% | Unchanged |