Skip to main content

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, Q3 2024

Institutional positions in Malibu Boats, Inc. as of Sep 30, 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
169
+4 vs. Q2 2024
Shares held
19.5M
+2.11M (+12.2%) vs. Q2 2024
Total value
$756.3M
+$147.6M (+24.2%) vs. Q2 2024
New holders
29
57 more added
Sold out
25
55 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 169 institutions
Q1 2021: 192 institutionsQ2 2021: 187 institutionsQ3 2021: 204 institutionsQ4 2021: 198 institutionsQ1 2022: 191 institutionsQ2 2022: 194 institutionsQ3 2022: 186 institutionsQ4 2022: 183 institutionsQ1 2023: 186 institutionsQ2 2023: 191 institutionsQ3 2023: 180 institutionsQ4 2023: 180 institutionsQ1 2024: 184 institutionsQ2 2024: 167 institutionsQ3 2024: 169 institutionsQ4 2024: 151 institutionsQ1 2025: 138 institutionsQ2 2025: 148 institutionsQ3 2025: 153 institutionsQ4 2025: 143 institutionsQ1 2026: 135 institutionsQ2 2026: 141 institutions
Value heldQ3 2024: $756.3M
Q1 2021: $1.64BQ2 2021: $1.46BQ3 2021: $1.36BQ4 2021: $1.33BQ1 2022: $1.12BQ2 2022: $1.02BQ3 2022: $919.2MQ4 2022: $1.00BQ1 2023: $1.07BQ2 2023: $1.11BQ3 2023: $930.1MQ4 2023: $1.04BQ1 2024: $827.9MQ2 2024: $669.5MQ3 2024: $756.3MQ4 2024: $741.6MQ1 2025: $615.7MQ2 2025: $637.5MQ3 2025: $659.6MQ4 2025: $550.3MQ1 2026: $499.3MQ2 2026: $494.0M
Institutions holding MBUU and their total value by quarter
QuarterHoldersValue
Q2 2026141$494.0M
Q1 2026135$499.3M
Q4 2025143$550.3M
Q3 2025153$659.6M
Q2 2025148$637.5M
Q1 2025138$615.7M
Q4 2024151$741.6M
Q3 2024169$756.3M
Q2 2024167$669.5M
Q1 2024184$827.9M
Q4 2023180$1.04B
Q3 2023180$930.1M
Q2 2023191$1.11B
Q1 2023186$1.07B
Q4 2022183$1.00B
Q3 2022186$919.2M
Q2 2022194$1.02B
Q1 2022191$1.12B
Q4 2021198$1.33B
Q3 2021204$1.36B
Q2 2021187$1.46B
Q1 2021192$1.64B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q2 2024.

Institutions holding MBUU in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,688,597$65.5M0.00%+1,688,597New
Capital World Investors1,622,920$63.0M0.01%−26,080−1.6%Reduced
Pzena Investment Management LLC1,555,331$60.4M0.19%+77,015+5.2%Added
Wellington Management Group LLP1,476,976$57.3M0.01%+897,387+154.8%Added
Cooke & Bieler LP1,329,893$51.6M0.47%−20,390−1.5%Reduced
Vanguard Group Inc1,205,370$46.8M0.00%−35,973−2.9%Reduced
Dimensional Fund Advisors LP1,093,660$42.4M0.01%−38,217−3.4%Reduced
Macquarie Group Ltd944,432$36.7M0.04%−13,356−1.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC712,852$27.7M0.09%+63,932+9.9%Added
Manufacturers Life Insurance Company, The634,290$24.6M0.02%−209,315−24.8%Reduced
Geode Capital Management, LLC576,070$22.4M0.00%+43,769+8.2%Added
American Century Companies Inc523,897$20.3M0.01%−153,082−22.6%Reduced
State Street Corp460,234$17.9M0.00%−1,901−0.4%Reduced
Fort Washington Investment Advisors Inc340,381$13.2M0.08%−7,158−2.1%Reduced
FIL Ltd339,475$13.2M0.01%00.0%Unchanged
Lodge Hill Capital, LLC303,864$11.8M3.67%+165,000+118.8%Added
Goldman Sachs Group Inc255,747$9.93M0.00%+73,710+40.5%Added
Bank of America Corp250,704$9.73M0.00%+62,843+33.5%Added
Janus Henderson Group PLC238,576$9.26M0.00%+221,133+1,267.7%Added
Morgan Stanley185,163$7.19M0.00%−12,125−6.1%Reduced
Northern Trust Corp183,140$7.11M0.00%−3,180−1.7%Reduced
Charles Schwab Investment Management Inc182,907$7.10M0.00%−6,044−3.2%Reduced
UBS Group AG160,498$6.23M0.00%+2,224+1.4%Added
FMR LLC136,043$5.28M0.00%+10,276+8.2%Added
Ameriprise Financial Inc122,279$4.75M0.00%+715+0.6%Added
Allspring Global Investments Holdings, LLC114,525$4.44M0.01%+31,026+37.2%Added
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group111,250$4.32M1.84%00.0%Unchanged
De Lisle Partners LLP106,369$4.13M0.67%+6,000+6.0%Added
Meros Investment Management, LP106,092$4.12M1.86%+106,092New
D. E. Shaw & Co., Inc.105,954$4.11M0.01%−70,904−40.1%Reduced
Bank of New York Mellon Corp93,685$3.64M0.00%−9,911−9.6%Reduced
Envestnet Asset Management Inc92,266$3.58M0.00%+28,386+44.4%Added
Assenagon Asset Management S.A.90,054$3.49M0.01%−14,597−13.9%Reduced
Citadel Advisors LLC87,197$3.38M0.00%+66,279+316.9%Added
Nuveen Asset Management, LLC82,832$3.21M0.00%−328−0.4%Reduced
Dean Investment Associates, LLC81,073$3.15M0.43%+23,170+40.0%Added
Chartwell Investment Partners, LLC80,709$3.13M0.11%+80,709New
Nordea Investment Management AB80,263$3.12M0.00%−2,857−3.4%Reduced
Renaissance Technologies LLC79,700$3.09M0.00%−24,100−23.2%Reduced
Stadium Capital Management LLC69,108$2.68M2.02%+69,108New
Empowered Funds, LLC66,606$2.58M0.04%+18,636+38.8%Added
NFJ Investment Group, LLC60,125$2.33M0.07%−2,778−4.4%Reduced
Atom Investors LP55,357$2.15M0.22%+38,002+219.0%Added
Dean Capital Management50,230$1.95M0.83%+28,864+135.1%Added
Invesco Ltd.47,864$1.86M0.00%−20,630−30.1%Reduced
Koss-Olinger Consulting, LLC47,062$1.83M0.16%−2,847−5.7%Reduced
Barclays PLC46,919$1.82M0.00%+22,556+92.6%Added
UBS Asset Management Americas Inc44,711$1.74M0.00%+7,637+20.6%Added
LSV Asset Management43,200$1.68M0.00%−36,900−46.1%Reduced
RE Advisers Corp41,800$1.62M0.04%−19,700−32.0%Reduced
Villanova Investment Management Co LLC40,308$1.56M1.67%+46+0.1%Added
Swiss National Bank40,000$1.55M0.00%−500−1.2%Reduced
QSV Equity Investors LLC39,522$1.53M1.44%00.0%Unchanged
Clark Capital Management Group, Inc.36,336$1.41M0.01%+4,038+12.5%Added
AQR Capital Management LLC34,644$1.34M0.00%−53,650−60.8%Reduced
Grandeur Peak Global Advisors, LLC33,305$1.29M0.11%+33,305New
Rhumbline Advisers32,706$1.27M0.00%−1,705−5.0%Reduced
Legato Capital Management LLC31,771$1.23M0.15%+10,405+48.7%Added
Shellback Capital, LP31,450$1.22M0.10%−130,879−80.6%Reduced
Balyasny Asset Management LLC28,495$1.11M0.00%+22,376+365.7%Added
Readystate Asset Management LP27,700$1.08M0.06%+27,700New
Legal & General Group Plc27,283$1.06M0.00%+529+2.0%Added
Raymond James & Associates24,910$966.8K0.00%−1,314−5.0%Reduced
Alliancebernstein L.P.24,380$946.2K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.24,167$937.9K0.00%−12,944−34.9%Reduced
Verition Fund Management LLC22,623$878.0K0.01%+22,623New
JPMorgan Chase & Co21,885$849.4K0.00%−278,772−92.7%Reduced
First Trust Advisors LP19,478$755.9K0.00%+1,306+7.2%Added
California State Teachers Retirement System19,311$749.5K0.00%−604−3.0%Reduced
Cullen Capital Management LLC19,004$737.5K0.01%+19,004New
First Hawaiian Bank18,904$733.7K0.02%00.0%Unchanged
CastleKnight Management LP18,600$721.9K0.08%00.0%Unchanged
Stifel Financial Corp18,370$712.9K0.00%+3,472+23.3%Added
Numerai GP LLC18,326$711.2K0.19%+18,326New
Level Four Advisory Services, LLC15,385$690.5K0.03%+3,595+30.5%Added
MML Investors Services, LLC17,743$689.0K0.00%+3,228+22.2%Added
Millennium Management LLC16,930$657.1K0.00%+16,930New
Citigroup Inc15,617$606.1K0.00%+9,731+165.3%Added
Wells Fargo & Company15,241$591.5K0.00%−176−1.1%Reduced
Deutsche Bank AG14,665$569.1K0.00%+2,972+25.4%Added
State of Wisconsin Investment Board13,770$534.4K0.00%00.0%Unchanged
Vident Advisory, LLC13,126$509.4K0.01%+917+7.5%Added
Franklin Resources Inc12,316$508.4K0.00%+144+1.2%Added
Jump Financial, LLC13,000$504.5K0.01%−15,600−54.5%Reduced
Jane Street Group, LLC12,801$496.8K0.00%−15,750−55.2%Reduced
MetLife Investment Management11,888$461.4K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.11,127$431.8K0.00%+1,365+14.0%Added
Price T Rowe Associates Inc11,008$428.0K0.00%+281+2.6%Added
Truist Financial Corp10,888$422.6K0.00%+2,440+28.9%Added
Corebridge Financial, Inc.10,837$420.6K0.00%−66−0.6%Reduced
Advisor Group Holdings, Inc.9,354$363.0K0.00%+7,302+355.8%Added
Dark Forest Capital Management LP9,288$360.5K0.05%+9,288New
Unison Advisors LLC8,744$339.4K0.04%00.0%Unchanged
New York State Common Retirement Fund8,672$336.6K0.00%00.0%Unchanged
Susquehanna International Group, LLP8,583$333.1K0.00%+8,583New
Cetera Investment Advisers8,266$320.8K0.00%+1,370+19.9%Added
Royal Bank of Canada8,166$317.0K0.00%−3,770−31.6%Reduced
Exchange Traded Concepts, LLC7,666$297.5K0.01%−1,935−20.2%Reduced
Nebula Research & Development LLC6,981$270.9K0.03%+6,981New
Zurcher Kantonalbank (Zurich Cantonalbank)6,879$267.0K0.00%+2,585+60.2%Added