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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 8,879 | $384.3K | 0.01% | +1,281+16.9% | Added |
| New York Life Investment Management LLC | 8,833 | $382.3K | 0.00% | +2,669+43.3% | Added |
| Unison Advisors LLC | 8,744 | $378.4K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,642 | $374.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 8,257 | $357.0K | 0.01% | −4,486−35.2% | Reduced |
| Verition Fund Management LLC | 7,958 | $344.4K | 0.00% | +7,958 | New |
| State Board of Administration of Florida Retirement System | 5,873 | $331.5K | 0.00% | +70+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,653 | $331.2K | 0.00% | +547+7.7% | Added |
| Tudor Investment Corp Et Al | 7,602 | $329.0K | 0.00% | +7,602 | New |
| CWM Advisors, LLC | 7,018 | $303.7K | 0.03% | +7,018 | New |
| Voya Investment Management LLC | 6,835 | $295.8K | 0.00% | −1,409−17.1% | Reduced |
| Vident Advisory, LLC | 6,681 | $289.2K | 0.01% | +2,151+47.5% | Added |
| Quantbot Technologies LP | 6,568 | $284.3K | 0.02% | +3,608+121.9% | Added |
| Truist Financial Corp | 6,229 | $269.6K | 0.00% | +6,229 | New |
| First Hawaiian Bank | 6,203 | $268.5K | 0.01% | −5,240−45.8% | Reduced |
| HSBC Holdings PLC | 5,832 | $252.4K | 0.00% | +1,763+43.3% | Added |
| Seizert Capital Partners, LLC | 5,816 | $251.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,785 | $250.4K | 0.04% | +5,785 | New |
| Simplex Trading, LLC | 5,631 | $243.0K | 0.01% | +5,631 | New |
| Arizona State Retirement System | 5,606 | $242.6K | 0.00% | −136−2.4% | Reduced |
| Cetera Investment Advisers | 5,603 | $242.5K | 0.00% | +5,603 | New |
| Aquatic Capital Management LLC | 5,600 | $242.4K | 0.01% | +1,900+51.4% | Added |
| XTX Topco Ltd | 5,527 | $239.2K | 0.03% | −1,364−19.8% | Reduced |
| Brevan Howard Capital Management LP | 5,467 | $236.6K | 0.02% | +5,467 | New |
| Meritage Portfolio Management | 5,188 | $225.0K | 0.01% | −301−5.5% | Reduced |
| Denali Advisors LLC | 5,100 | $220.7K | 0.06% | +5,100 | New |
| Gotham Asset Management, LLC | 5,011 | $216.9K | 0.00% | +5,011 | New |
| Handelsbanken Fonder AB | 4,900 | $212.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,867 | $210.6K | 0.00% | +404+9.1% | Added |
| Citigroup Inc | 4,777 | $206.7K | 0.00% | −7,021−59.5% | Reduced |
| Howe & Rusling Inc | 4,676 | $202.4K | 0.02% | +4,676 | New |
| PEAK6 Investments LLC | 4,611 | $199.6K | 0.01% | +4,611 | New |
| New Vernon Capital Holdings II LLC | 4,518 | $195.5K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,294 | $185.8K | 0.00% | −1,978−31.5% | Reduced |
| Qube Research & Technologies Ltd | 4,185 | $181.1K | 0.00% | −27,464−86.8% | Reduced |
| Benjamin Edwards Inc | 3,573 | $155.0K | 0.03% | +955+36.5% | Added |
| Central Pacific Bank - Trust Division | 3,258 | $142.2K | 0.02% | +3,258 | New |
| Lazard Asset Management LLC | 2,837 | $122.0K | 0.00% | −221,407−98.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,021 | $87.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,003 | $87.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,962 | $84.9K | 0.00% | +291+17.4% | Added |
| EntryPoint Capital, LLC | 1,937 | $83.8K | 0.08% | +1,937 | New |
| State of Wyoming | 1,895 | $82.0K | 0.01% | +1,895 | New |
| Principal Securities, Inc. | 1,698 | $73.5K | 0.00% | +1,360+402.4% | Added |
| Victory Capital Management Inc | 1,630 | $70.5K | 0.00% | +4+0.2% | Added |
| Advisor Group Holdings, Inc. | 1,299 | $56.2K | 0.00% | −5,485−80.9% | Reduced |
| Leonteq Securities AG | 1,200 | $51.9K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,146 | $49.6K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 957 | $41.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 881 | $38.1K | 0.02% | +832+1,698.0% | Added |
| Amalgamated Bank | 717 | $31.0K | 0.00% | −1,772−71.2% | Reduced |
| IFP Advisors, Inc | 517 | $22.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 485 | $21.0K | 0.00% | +74+18.0% | Added |
| Proequities, Inc. | 419 | $18.1K | 0.00% | +128+44.0% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $15.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 321 | $13.9K | 0.00% | +306+2,040.0% | Added |
| Fernwood Investment Management, LLC | 211 | $9.13K | 0.00% | +211 | New |
| Steward Partners Investment Advisory, LLC | 200 | $8.66K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 194 | $8.40K | 0.00% | +194 | New |
| Benjamin F. Edwards & Company, Inc. | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 122 | $5.28K | 0.00% | +122 | New |
| Richardson Financial Services Inc. | 111 | $4.80K | 0.00% | −31−21.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 90 | $3.90K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $3.53K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 73 | $3.16K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 39 | $1.69K | 0.00% | +39 | New |
| Oakworth Capital, Inc. | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 33 | $1.43K | 0.00% | −4,266−99.2% | Reduced |
| Global Retirement Partners, LLC | 31 | $1.34K | 0.00% | −3−8.8% | Reduced |
| Signaturefd, LLC | 29 | $1.25K | 0.00% | +29 | New |
| National Bank of Canada | 28 | $1.01K | 0.00% | +28 | New |
| Nisa Investment Advisors, LLC | 22 | $952 | 0.00% | +6+37.5% | Added |
| Geneos Wealth Management Inc. | 15 | $649 | 0.00% | −100−87.0% | Reduced |
| Quest Partners LLC | 14 | $606 | 0.00% | +14 | New |
| Whittier Trust Co | 12 | $519 | 0.00% | −34−73.9% | Reduced |
| Versant Capital Management, Inc | 12 | $519 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 10 | $437 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $216 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $173 | 0.00% | +4 | New |
| Sandy Spring Bank | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $43 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| 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 |