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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 12,922 | $708.4K | 0.00% | −3,600−21.8% | Reduced |
| Deutsche Bank AG | 12,941 | $709.4K | 0.00% | −365−2.7% | Reduced |
| Janus Henderson Group PLC | 13,266 | $727.3K | 0.00% | +2,401+22.1% | Added |
| Stifel Financial Corp | 14,952 | $819.7K | 0.00% | −35,088−70.1% | Reduced |
| Susquehanna International Group, LLP | 15,638 | $857.3K | 0.00% | −9,181−37.0% | Reduced |
| Jump Financial, LLC | 16,568 | $908.3K | 0.03% | −11,145−40.2% | Reduced |
| CastleKnight Management LP | 17,833 | $977.6K | 0.16% | +17,833 | New |
| Kornitzer Capital Management Inc | 17,900 | $981.3K | 0.02% | −8,700−32.7% | Reduced |
| New York State Common Retirement Fund | 18,675 | $1.02M | 0.00% | +55+0.3% | Added |
| PDT Partners, LLC | 20,222 | $1.11M | 0.12% | +14,481+252.2% | Added |
| California State Teachers Retirement System | 21,657 | $1.19M | 0.00% | −1,053−4.6% | Reduced |
| Two Sigma Advisers, LP | 22,300 | $1.22M | 0.00% | −7,400−24.9% | Reduced |
| Summit Global Investments | 23,045 | $1.26M | 0.08% | +4,665+25.4% | Added |
| Alliancebernstein L.P. | 24,380 | $1.34M | 0.00% | −1,220−4.8% | Reduced |
| Legal & General Group Plc | 25,412 | $1.39M | 0.00% | +615+2.5% | Added |
| QSV Equity Investors LLC | 25,960 | $1.42M | 1.38% | +25,960 | New |
| UBS Group AG | 29,511 | $1.62M | 0.00% | −118,052−80.0% | Reduced |
| Koss-Olinger Consulting, LLC | 29,680 | $1.63M | 0.16% | +29,680 | New |
| Credit Suisse AG | 30,345 | $1.66M | 0.00% | +5,702+23.1% | Added |
| Rhumbline Advisers | 30,587 | $1.68M | 0.00% | −70−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 30,790 | $1.69M | 0.15% | +30,790 | New |
| Qube Research & Technologies Ltd | 31,649 | $1.73M | 0.00% | −53,439−62.8% | Reduced |
| CenterBook Partners LP | 34,382 | $1.88M | 0.23% | −18,058−34.4% | Reduced |
| Massachusetts Financial Services Co | 34,528 | $1.89M | 0.00% | −1,090−3.1% | Reduced |
| Dean Investment Associates, LLC | 35,348 | $1.94M | 0.28% | +23,704+203.6% | Added |
| Clark Capital Management Group, Inc. | 36,041 | $1.98M | 0.02% | +36,041 | New |
| Globeflex Capital L P | 37,882 | $2.08M | 0.21% | −2,045−5.1% | Reduced |
| Empowered Funds, LLC | 39,842 | $2.18M | 0.05% | +219+0.6% | Added |
| Swiss National Bank | 40,500 | $2.22M | 0.00% | −4,900−10.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,686 | $2.29M | 0.00% | +37,197+828.6% | Added |
| Barclays PLC | 43,921 | $2.41M | 0.00% | +11,817+36.8% | Added |
| Envestnet Asset Management Inc | 45,015 | $2.47M | 0.00% | +4,712+11.7% | Added |
| AQR Capital Management LLC | 46,234 | $2.53M | 0.00% | −47,868−50.9% | Reduced |
| Ziegler Capital Management, LLC | 53,914 | $2.96M | 0.13% | +53,914 | New |
| Brandywine Global Investment Management, LLC | 55,727 | $3.05M | 0.02% | −5,782−9.4% | Reduced |
| Nuveen Asset Management, LLC | 57,996 | $3.18M | 0.00% | +525+0.9% | Added |
| Goldman Sachs Group Inc | 59,947 | $3.29M | 0.00% | −87,394−59.3% | Reduced |
| Wellington Management Group LLP | 64,741 | $3.55M | 0.00% | +49,141+315.0% | Added |
| Royal Bank of Canada | 65,886 | $3.61M | 0.00% | −24,778−27.3% | Reduced |
| NFJ Investment Group, LLC | 66,936 | $3.67M | 0.10% | −5,094−7.1% | Reduced |
| Shellback Capital, LP | 68,729 | $3.77M | 0.33% | +31,566+84.9% | Added |
| Arrowstreet Capital, Limited Partnership | 69,161 | $3.79M | 0.00% | −220,081−76.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 77,581 | $4.25M | 0.01% | −59,519−43.4% | Reduced |
| First Trust Advisors LP | 83,931 | $4.60M | 0.01% | +9,709+13.1% | Added |
| LSV Asset Management | 88,000 | $4.82M | 0.01% | −3,439−3.8% | Reduced |
| RE Advisers Corp | 89,179 | $4.89M | 0.12% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 94,353 | $5.17M | 0.02% | +94,353 | New |
| NBW Capital LLC | 94,390 | $5.17M | 1.13% | −5,644−5.6% | Reduced |
| Nordea Investment Management AB | 99,555 | $5.48M | 0.01% | −2,541−2.5% | Reduced |
| Bank of New York Mellon Corp | 100,937 | $5.53M | 0.00% | +8,894+9.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 111,250 | $6.10M | 2.81% | 00.0% | Unchanged |
| SEI Investments Co | 127,880 | $7.01M | 0.01% | +5,048+4.1% | Added |
| Morgan Stanley | 134,410 | $7.37M | 0.00% | −45,139−25.1% | Reduced |
| Ameriprise Financial Inc | 135,745 | $7.44M | 0.00% | +25,173+22.8% | Added |
| Ci Investments Inc. | 152,666 | $8.37M | 0.04% | −46,800−23.5% | Reduced |
| Charles Schwab Investment Management Inc | 174,773 | $9.58M | 0.00% | −10,588−5.7% | Reduced |
| Northern Trust Corp | 197,729 | $10.8M | 0.00% | −2,263−1.1% | Reduced |
| Bank of America Corp | 200,559 | $11.0M | 0.00% | −3,746−1.8% | Reduced |
| London Co of Virginia | 218,793 | $12.0M | 0.07% | +1,740+0.8% | Added |
| Lazard Asset Management LLC | 224,244 | $12.3M | 0.02% | −14,795−6.2% | Reduced |
| Epoch Investment Partners, Inc. | 237,089 | $13.0M | 0.06% | −30,079−11.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 237,680 | $13.0M | 0.06% | +40,737+20.7% | Added |
| Renaissance Technologies LLC | 262,001 | $14.4M | 0.02% | −45,300−14.7% | Reduced |
| JPMorgan Chase & Co | 274,496 | $15.0M | 0.00% | +15,168+5.8% | Added |
| Bessemer Group Inc | 286,786 | $15.7M | 0.03% | +56,786+24.7% | Added |
| Fort Washington Investment Advisors Inc | 365,540 | $20.0M | 0.14% | +46,714+14.7% | Added |
| Invesco Ltd. | 424,427 | $23.3M | 0.01% | +297,318+233.9% | Added |
| Manufacturers Life Insurance Company, The | 435,541 | $23.9M | 0.01% | +7,844+1.8% | Added |
| State Street Corp | 449,044 | $24.6M | 0.00% | +18,563+4.3% | Added |
| Southernsun Asset Management, LLC | 452,345 | $24.8M | 2.86% | −25,951−5.4% | Reduced |
| Geode Capital Management, LLC | 490,289 | $26.9M | 0.00% | +16,664+3.5% | Added |
| Loomis Sayles & Co L P | 535,469 | $29.4M | 0.04% | −16,952−3.1% | Reduced |
| FIL Ltd | 809,475 | $44.4M | 0.05% | 00.0% | Unchanged |
| Cooke & Bieler LP | 920,761 | $50.5M | 0.44% | +239,707+35.2% | Added |
| Dimensional Fund Advisors LP | 998,994 | $54.8M | 0.02% | +38,450+4.0% | Added |
| Vanguard Group Inc | 1,246,991 | $68.4M | 0.00% | −118,282−8.7% | Reduced |
| Macquarie Group Ltd | 1,493,940 | $81.9M | 0.09% | −6,469−0.4% | Reduced |
| American Century Companies Inc | 1,514,849 | $83.0M | 0.06% | +109,997+7.8% | Added |
| BlackRock Inc. | 1,630,712 | $89.4M | 0.00% | +174,535+12.0% | Added |
| Capital World Investors | 1,649,000 | $90.4M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −35,497−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −28,823−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,005−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −21,934−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −20,081−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −18,391−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,101−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,012−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −12,094−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,431−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,687−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −5,584−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,061−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |