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, Q1 2024
Institutional positions in Malibu Boats, Inc. as of Mar 31, 2024. 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
- 184
- +4 vs. Q4 2023
- Shares held
- 19.1M
- +72.6K (+0.4%) vs. Q4 2023
- Total value
- $827.9M
- −$216.7M (−20.7%) vs. Q4 2023
- New holders
- 36
- 71 more added
- Sold out
- 32
- 45 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $43 | 0.00% | +1 | New |
| Sandy Spring Bank | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $173 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $216 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 10 | $437 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $519 | 0.00% | −34−73.9% | Reduced |
| Versant Capital Management, Inc | 12 | $519 | 0.00% | +12 | New |
| Quest Partners LLC | 14 | $606 | 0.00% | +14 | New |
| Geneos Wealth Management Inc. | 15 | $649 | 0.00% | −100−87.0% | Reduced |
| Nisa Investment Advisors, LLC | 22 | $952 | 0.00% | +6+37.5% | Added |
| National Bank of Canada | 28 | $1.01K | 0.00% | +28 | New |
| Signaturefd, LLC | 29 | $1.25K | 0.00% | +29 | New |
| Global Retirement Partners, LLC | 31 | $1.34K | 0.00% | −3−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 33 | $1.43K | 0.00% | −4,266−99.2% | Reduced |
| Oakworth Capital, Inc. | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 39 | $1.69K | 0.00% | +39 | New |
| First Horizon Advisors, Inc. | 73 | $3.16K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $3.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $3.90K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 111 | $4.80K | 0.00% | −31−21.8% | Reduced |
| Public Employees Retirement System of Ohio | 122 | $5.28K | 0.00% | +122 | New |
| Benjamin F. Edwards & Company, Inc. | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 194 | $8.40K | 0.00% | +194 | New |
| Steward Partners Investment Advisory, LLC | 200 | $8.66K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 211 | $9.13K | 0.00% | +211 | New |
| The PNC Financial Services Group, Inc. | 321 | $13.9K | 0.00% | +306+2,040.0% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $15.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 419 | $18.1K | 0.00% | +128+44.0% | Added |
| US Bancorp | 485 | $21.0K | 0.00% | +74+18.0% | Added |
| IFP Advisors, Inc | 517 | $22.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 717 | $31.0K | 0.00% | −1,772−71.2% | Reduced |
| Quarry LP | 881 | $38.1K | 0.02% | +832+1,698.0% | Added |
| Global Trust Asset Management, LLC | 957 | $41.4K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,146 | $49.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,200 | $51.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,299 | $56.2K | 0.00% | −5,485−80.9% | Reduced |
| Victory Capital Management Inc | 1,630 | $70.5K | 0.00% | +4+0.2% | Added |
| Principal Securities, Inc. | 1,698 | $73.5K | 0.00% | +1,360+402.4% | Added |
| State of Wyoming | 1,895 | $82.0K | 0.01% | +1,895 | New |
| EntryPoint Capital, LLC | 1,937 | $83.8K | 0.08% | +1,937 | New |
| Comerica Bank | 1,962 | $84.9K | 0.00% | +291+17.4% | Added |
| Great West Life Assurance Co | 2,003 | $87.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,021 | $87.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,837 | $122.0K | 0.00% | −221,407−98.7% | Reduced |
| Central Pacific Bank - Trust Division | 3,258 | $142.2K | 0.02% | +3,258 | New |
| Benjamin Edwards Inc | 3,573 | $155.0K | 0.03% | +955+36.5% | Added |
| Qube Research & Technologies Ltd | 4,185 | $181.1K | 0.00% | −27,464−86.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,294 | $185.8K | 0.00% | −1,978−31.5% | Reduced |
| New Vernon Capital Holdings II LLC | 4,518 | $195.5K | 0.10% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,611 | $199.6K | 0.01% | +4,611 | New |
| Howe & Rusling Inc | 4,676 | $202.4K | 0.02% | +4,676 | New |
| Citigroup Inc | 4,777 | $206.7K | 0.00% | −7,021−59.5% | Reduced |
| Wolverine Trading, LLC | 4,867 | $210.6K | 0.00% | +404+9.1% | Added |
| Handelsbanken Fonder AB | 4,900 | $212.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,011 | $216.9K | 0.00% | +5,011 | New |
| Denali Advisors LLC | 5,100 | $220.7K | 0.06% | +5,100 | New |
| Meritage Portfolio Management | 5,188 | $225.0K | 0.01% | −301−5.5% | Reduced |
| Brevan Howard Capital Management LP | 5,467 | $236.6K | 0.02% | +5,467 | New |
| XTX Topco Ltd | 5,527 | $239.2K | 0.03% | −1,364−19.8% | Reduced |
| Aquatic Capital Management LLC | 5,600 | $242.4K | 0.01% | +1,900+51.4% | Added |
| Cetera Investment Advisers | 5,603 | $242.5K | 0.00% | +5,603 | New |
| Arizona State Retirement System | 5,606 | $242.6K | 0.00% | −136−2.4% | Reduced |
| Simplex Trading, LLC | 5,631 | $243.0K | 0.01% | +5,631 | New |
| Dark Forest Capital Management LP | 5,785 | $250.4K | 0.04% | +5,785 | New |
| Seizert Capital Partners, LLC | 5,816 | $251.7K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,832 | $252.4K | 0.00% | +1,763+43.3% | Added |
| First Hawaiian Bank | 6,203 | $268.5K | 0.01% | −5,240−45.8% | Reduced |
| Truist Financial Corp | 6,229 | $269.6K | 0.00% | +6,229 | New |
| Quantbot Technologies LP | 6,568 | $284.3K | 0.02% | +3,608+121.9% | Added |
| Vident Advisory, LLC | 6,681 | $289.2K | 0.01% | +2,151+47.5% | Added |
| Voya Investment Management LLC | 6,835 | $295.8K | 0.00% | −1,409−17.1% | Reduced |
| CWM Advisors, LLC | 7,018 | $303.7K | 0.03% | +7,018 | New |
| Tudor Investment Corp Et Al | 7,602 | $329.0K | 0.00% | +7,602 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,653 | $331.2K | 0.00% | +547+7.7% | Added |
| State Board of Administration of Florida Retirement System | 5,873 | $331.5K | 0.00% | +70+1.2% | Added |
| Verition Fund Management LLC | 7,958 | $344.4K | 0.00% | +7,958 | New |
| Vestcor Inc | 8,257 | $357.0K | 0.01% | −4,486−35.2% | Reduced |
| Henshaw Capital LLC | 8,642 | $374.0K | 0.02% | 00.0% | Unchanged |
| Unison Advisors LLC | 8,744 | $378.4K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,833 | $382.3K | 0.00% | +2,669+43.3% | Added |
| Exchange Traded Concepts, LLC | 8,879 | $384.3K | 0.01% | +1,281+16.9% | Added |
| Principal Financial Group Inc | 9,293 | $402.2K | 0.00% | +3,954+74.1% | Added |
| Kendall Capital Management | 9,543 | $413.0K | 0.14% | −740−7.2% | Reduced |
| Two Sigma Advisers, LP | 9,700 | $419.8K | 0.00% | −12,600−56.5% | Reduced |
| American International Group, Inc. | 10,027 | $434.0K | 0.00% | −86−0.9% | Reduced |
| Price T Rowe Associates Inc | 10,124 | $439.0K | 0.00% | +836+9.0% | Added |
| Susquehanna International Group, LLP | 10,359 | $448.3K | 0.00% | −5,279−33.8% | Reduced |
| Franklin Resources Inc | 10,612 | $459.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 10,742 | $464.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,942 | $473.6K | 0.00% | +6,891+170.1% | Added |
| Bank of Montreal | 11,257 | $488.8K | 0.00% | +5,041+81.1% | Added |
| Jane Street Group, LLC | 11,439 | $495.1K | 0.00% | +1,689+17.3% | Added |
| MML Investors Services, LLC | 11,951 | $517.0K | 0.00% | +1,182+11.0% | Added |
| UBS Asset Management Americas Inc | 12,922 | $559.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,059 | $565.2K | 0.00% | +351+2.8% | Added |
| New York State Common Retirement Fund | 13,066 | $565.5K | 0.00% | −5,609−30.0% | Reduced |
| Sherbrooke Park Advisers LLC | 13,173 | $570.1K | 0.11% | +13,173 | New |