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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 8,227 | $451.0K | 0.00% | −24,346−74.7% | Reduced |
| VELA Investment Management, LLC | 7,751 | $424.9K | 0.17% | +7,751 | New |
| Exchange Traded Concepts, LLC | 7,598 | $416.5K | 0.01% | −156−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,106 | $389.6K | 0.00% | −33,623−82.6% | Reduced |
| XTX Topco Ltd | 6,891 | $377.8K | 0.08% | −6,291−47.7% | Reduced |
| Advisor Group Holdings, Inc. | 6,784 | $370.8K | 0.00% | −979−12.6% | Reduced |
| State of Wisconsin Investment Board | 6,747 | $369.9K | 0.00% | +2,440+56.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,272 | $343.8K | 0.00% | +2,306+58.1% | Added |
| Bank of Montreal | 6,216 | $343.5K | 0.00% | +171+2.8% | Added |
| Nebula Research & Development LLC | 6,176 | $338.6K | 0.10% | +6,176 | New |
| New York Life Investment Management LLC | 6,164 | $337.9K | 0.00% | −143−2.3% | Reduced |
| Guggenheim Capital LLC | 5,991 | $328.4K | 0.00% | −2,107−26.0% | Reduced |
| STRS Ohio | 6,000 | $328.0K | 0.00% | −8,700−59.2% | Reduced |
| Axq Capital, LP | 5,878 | $322.2K | 0.09% | +5,878 | New |
| Seizert Capital Partners, LLC | 5,816 | $318.8K | 0.02% | −1,624−21.8% | Reduced |
| State Board of Administration of Florida Retirement System | 5,803 | $318.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,742 | $314.8K | 0.00% | −130−2.2% | Reduced |
| HRT Financial LP | 5,744 | $314.0K | 0.00% | −1,443−20.1% | Reduced |
| Meritage Portfolio Management | 5,489 | $301.0K | 0.02% | +113+2.1% | Added |
| Affinity Investment Advisors, LLC | 5,404 | $296.2K | 0.20% | −4,340−44.5% | Reduced |
| Principal Financial Group Inc | 5,339 | $292.7K | 0.00% | +735+16.0% | Added |
| Cim, LLC | 6,446 | $274.5K | 0.04% | +1,695+35.7% | Added |
| Handelsbanken Fonder AB | 4,900 | $269.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,530 | $248.3K | 0.01% | +4,530 | New |
| New Vernon Capital Holdings II LLC | 4,518 | $247.7K | 0.13% | −1,327−22.7% | Reduced |
| Wolverine Trading, LLC | 4,463 | $244.7K | 0.00% | +4,463 | New |
| CI Private Wealth, LLC | 4,360 | $239.0K | 0.00% | +4,360 | New |
| Tower Research Capital LLC (TRC) | 4,299 | $235.7K | 0.00% | −356−7.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,199 | $230.2K | 0.00% | +4,199 | New |
| Hancock Whitney Corp | 4,155 | $227.8K | 0.01% | −7−0.2% | Reduced |
| Allianz Asset Management GmbH | 4,132 | $226.5K | 0.00% | +29+0.7% | Added |
| Andina Capital Management, LLC | 4,100 | $224.8K | 0.19% | +4,100 | New |
| HSBC Holdings PLC | 4,069 | $222.9K | 0.00% | −71−1.7% | Reduced |
| Captrust Financial Advisors | 4,051 | $222.1K | 0.00% | +4,051 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $219.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,791 | $208.0K | 0.00% | +3,791 | New |
| Aquatic Capital Management LLC | 3,700 | $203.0K | 0.01% | +1,400+60.9% | Added |
| SG Americas Securities, LLC | 3,565 | $195.0K | 0.00% | −3,057−46.2% | Reduced |
| Quantbot Technologies LP | 2,960 | $162.3K | 0.01% | −5,754−66.0% | Reduced |
| Cubist Systematic Strategies, LLC | 2,678 | $146.8K | 0.00% | −18,964−87.6% | Reduced |
| Benjamin Edwards Inc | 2,618 | $144.0K | 0.03% | +318+13.8% | Added |
| Amalgamated Bank | 2,489 | $136.0K | 0.00% | −214−7.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,021 | $110.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,000 | $109.6K | 0.00% | −201−9.1% | Reduced |
| Great West Life Assurance Co | 2,003 | $109.0K | 0.00% | −4,698−70.1% | Reduced |
| Comerica Bank | 1,671 | $91.6K | 0.00% | +1,123+204.9% | Added |
| Victory Capital Management Inc | 1,626 | $89.1K | 0.00% | −5,947−78.5% | Reduced |
| Leonteq Securities AG | 1,200 | $65.8K | 0.01% | +1,200 | New |
| Metropolitan Life Insurance Co | 1,146 | $62.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,062 | $58.2K | 0.00% | −27,767−96.3% | Reduced |
| Global Trust Asset Management, LLC | 957 | $52.5K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 784 | $43.0K | 0.00% | +176+28.9% | Added |
| IFP Advisors, Inc | 517 | $28.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 411 | $22.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $19.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 338 | $18.5K | 0.00% | +338 | New |
| Proequities, Inc. | 291 | $16.0K | 0.00% | +93+47.0% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 194 | $10.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 160 | $9.00K | 0.00% | +160 | New |
| Richardson Financial Services Inc. | 142 | $7.78K | 0.01% | +142 | New |
| Geneos Wealth Management Inc. | 115 | $6.30K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $4.93K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $4.26K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 77 | $4.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 49 | $2.69K | 0.00% | +49 | New |
| Whittier Trust Co | 46 | $2.52K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $1.86K | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 34 | $1.70K | 0.00% | +28+466.7% | Added |
| Assetmark, Inc | 26 | $1.43K | 0.00% | +26 | New |
| EverSource Wealth Advisors, LLC | 20 | $1.10K | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 16 | $877 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15 | $822 | 0.00% | −27−64.3% | Reduced |
| Farther Finance Advisors, LLC | 10 | $548 | 0.00% | +10 | New |
| GAMMA Investing LLC | 13 | $543 | 0.00% | +13 | New |
| Group One Trading, L.P. | 4 | $219 | 0.00% | −579−99.3% | Reduced |
| Sandy Spring Bank | 2 | $110 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $55 | 0.00% | −405−99.8% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| 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 |