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 |
|---|---|---|---|---|---|
| PAX Financial Group, LLC | 13,375 | $578.9K | 0.12% | +13,375 | New |
| Deutsche Bank AG | 13,429 | $581.2K | 0.00% | +488+3.8% | Added |
| Russell Investments Group, Ltd. | 14,926 | $646.0K | 0.00% | +5,332+55.6% | Added |
| STRS Ohio | 15,000 | $649.0K | 0.00% | +9,000+150.0% | Added |
| Quadrature Capital Ltd | 15,315 | $662.4K | 0.01% | +15,315 | New |
| Janus Henderson Group PLC | 15,499 | $670.7K | 0.00% | +2,233+16.8% | Added |
| Raymond James & Associates | 15,612 | $675.7K | 0.00% | +3,535+29.3% | Added |
| Squarepoint Ops LLC | 15,655 | $677.5K | 0.00% | +15,655 | New |
| Legato Capital Management LLC | 16,075 | $695.7K | 0.08% | +4,110+34.4% | Added |
| Dean Capital Management | 16,075 | $695.7K | 0.40% | +4,110+34.4% | Added |
| Kornitzer Capital Management Inc | 17,900 | $774.7K | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 18,600 | $805.0K | 0.12% | +767+4.3% | Added |
| BNP Paribas Arbitrage, SA | 19,453 | $841.9K | 0.00% | +6,888+54.8% | Added |
| Summit Global Investments | 19,559 | $847.0K | 0.06% | −3,486−15.1% | Reduced |
| California State Teachers Retirement System | 20,394 | $882.7K | 0.00% | −1,263−5.8% | Reduced |
| Stifel Financial Corp | 20,733 | $897.3K | 0.00% | +5,781+38.7% | Added |
| Dynamic Technology Lab Private Ltd | 21,084 | $913.0K | 0.10% | +21,084 | New |
| Campbell & CO Investment Adviser LLC | 21,831 | $944.8K | 0.08% | +21,831 | New |
| VELA Investment Management, LLC | 23,070 | $998.5K | 0.37% | +15,319+197.6% | Added |
| Inspire Advisors, LLC | 23,283 | $1.01M | 0.14% | +23,283 | New |
| UBS Group AG | 23,858 | $1.03M | 0.00% | −5,653−19.2% | Reduced |
| AQR Capital Management LLC | 23,997 | $1.04M | 0.00% | −22,237−48.1% | Reduced |
| Alliancebernstein L.P. | 24,380 | $1.06M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 25,886 | $1.12M | 0.00% | +474+1.9% | Added |
| Royal Bank of Canada | 25,940 | $1.12M | 0.00% | −39,946−60.6% | Reduced |
| QSV Equity Investors LLC | 26,304 | $1.14M | 1.10% | +344+1.3% | Added |
| Jump Financial, LLC | 27,476 | $1.19M | 0.03% | +10,908+65.8% | Added |
| PDT Partners, LLC | 29,342 | $1.27M | 0.12% | +9,120+45.1% | Added |
| Clark Capital Management Group, Inc. | 30,177 | $1.31M | 0.01% | −5,864−16.3% | Reduced |
| Barclays PLC | 30,368 | $1.31M | 0.00% | −13,553−30.9% | Reduced |
| Credit Suisse AG | 30,968 | $1.34M | 0.00% | +623+2.1% | Added |
| Rhumbline Advisers | 31,005 | $1.34M | 0.00% | +418+1.4% | Added |
| Citadel Advisors LLC | 31,551 | $1.37M | 0.00% | +30,489+2,870.9% | Added |
| Globeflex Capital L P | 37,882 | $1.64M | 0.16% | 00.0% | Unchanged |
| Swiss National Bank | 40,500 | $1.75M | 0.00% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 46,912 | $2.03M | 0.28% | +11,564+32.7% | Added |
| Empowered Funds, LLC | 48,322 | $2.09M | 0.04% | +8,480+21.3% | Added |
| Nuveen Asset Management, LLC | 57,996 | $2.51M | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 60,000 | $2.60M | 0.07% | +60,000 | New |
| Envestnet Asset Management Inc | 60,592 | $2.62M | 0.00% | +15,577+34.6% | Added |
| Landscape Capital Management, L.L.C. | 61,410 | $2.66M | 0.23% | +30,620+99.4% | Added |
| RE Advisers Corp | 62,579 | $2.71M | 0.06% | −26,600−29.8% | Reduced |
| NFJ Investment Group, LLC | 66,883 | $2.89M | 0.08% | −53−0.1% | Reduced |
| SEI Investments Co | 76,765 | $3.32M | 0.00% | −51,115−40.0% | Reduced |
| LSV Asset Management | 80,100 | $3.47M | 0.01% | −7,900−9.0% | Reduced |
| First Trust Advisors LP | 88,070 | $3.81M | 0.00% | +4,139+4.9% | Added |
| Bank of New York Mellon Corp | 95,174 | $4.12M | 0.00% | −5,763−5.7% | Reduced |
| NBW Capital LLC | 96,386 | $4.17M | 0.85% | +1,996+2.1% | Added |
| D. E. Shaw & Co., Inc. | 97,439 | $4.22M | 0.01% | +89,212+1,084.4% | Added |
| Nordea Investment Management AB | 98,477 | $4.22M | 0.00% | −1,078−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 99,207 | $4.29M | 0.01% | +21,626+27.9% | Added |
| De Lisle Partners LLP | 100,369 | $4.34M | 1.00% | +100,369 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 111,250 | $4.81M | 1.89% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 117,435 | $5.08M | 0.00% | +57,488+95.9% | Added |
| FMR LLC | 125,470 | $5.43M | 0.00% | +124,686+15,903.8% | Added |
| Morgan Stanley | 133,093 | $5.76M | 0.00% | −1,317−1.0% | Reduced |
| CenterBook Partners LP | 160,246 | $6.94M | 0.48% | +125,864+366.1% | Added |
| Ziegler Capital Management, LLC | 166,022 | $7.19M | 0.27% | +112,108+207.9% | Added |
| Wellington Management Group LLP | 175,248 | $7.58M | 0.00% | +110,507+170.7% | Added |
| Ameriprise Financial Inc | 177,071 | $7.66M | 0.00% | +41,326+30.4% | Added |
| Renaissance Technologies LLC | 189,801 | $8.21M | 0.01% | −72,200−27.6% | Reduced |
| Northern Trust Corp | 190,403 | $8.24M | 0.00% | −7,326−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 192,458 | $8.33M | 0.00% | +17,685+10.1% | Added |
| Bank of America Corp | 210,099 | $9.09M | 0.00% | +9,540+4.8% | Added |
| London Co of Virginia | 247,504 | $10.7M | 0.06% | +28,711+13.1% | Added |
| Shellback Capital, LP | 252,329 | $10.9M | 0.73% | +183,600+267.1% | Added |
| Bessemer Group Inc | 307,486 | $13.3M | 0.02% | +20,700+7.2% | Added |
| Lord, Abbett & Co. LLC | 312,731 | $13.5M | 0.04% | +218,378+231.4% | Added |
| Fort Washington Investment Advisors Inc | 346,719 | $15.0M | 0.10% | −18,821−5.1% | Reduced |
| JPMorgan Chase & Co | 352,790 | $15.3M | 0.00% | +78,294+28.5% | Added |
| Manufacturers Life Insurance Company, The | 434,031 | $18.8M | 0.02% | −1,510−0.3% | Reduced |
| FIL Ltd | 449,475 | $19.5M | 0.02% | −360,000−44.5% | Reduced |
| State Street Corp | 457,262 | $19.8M | 0.00% | +8,218+1.8% | Added |
| Southernsun Asset Management, LLC | 475,049 | $20.6M | 2.29% | +22,704+5.0% | Added |
| Geode Capital Management, LLC | 506,191 | $21.9M | 0.00% | +15,902+3.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 516,953 | $22.4M | 0.08% | +279,273+117.5% | Added |
| Invesco Ltd. | 627,932 | $27.2M | 0.01% | +203,505+47.9% | Added |
| Dimensional Fund Advisors LP | 1,020,178 | $44.2M | 0.01% | +21,184+2.1% | Added |
| American Century Companies Inc | 1,125,945 | $48.7M | 0.03% | −388,904−25.7% | Reduced |
| Vanguard Group Inc | 1,189,436 | $51.5M | 0.00% | −57,555−4.6% | Reduced |
| Cooke & Bieler LP | 1,348,476 | $58.4M | 0.54% | +427,715+46.5% | Added |
| Macquarie Group Ltd | 1,455,688 | $63.0M | 0.07% | −38,252−2.6% | Reduced |
| BlackRock Inc. | 1,585,315 | $68.6M | 0.00% | −45,397−2.8% | Reduced |
| Capital World Investors | 1,649,000 | $71.4M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −535,469−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −237,089−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −152,666−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −69,161−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −55,727−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −41,686−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −34,528−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −29,680−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −10,438−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,747−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,878−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,744−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −6,446−100.0% | Sold out |