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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −301−99.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $116 | 0.00% | +3 | New |
| Whittier Trust Co | 12 | $465 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $505 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $582 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 17 | $660 | 0.00% | +16+1,600.0% | Added |
| Versant Capital Management, Inc | 19 | $737 | 0.00% | −13−40.6% | Reduced |
| Fifth Third Bancorp | 22 | $854 | 0.00% | +22 | New |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | +30 | New |
| Global Retirement Partners, LLC | 30 | $1.16K | 0.00% | −6−16.7% | Reduced |
| First Horizon Advisors, Inc. | 30 | $1.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $1.16K | 0.00% | +30 | New |
| Signaturefd, LLC | 38 | $1.48K | 0.00% | +19+100.0% | Added |
| Rothschild Investment LLC | 40 | $1.55K | 0.00% | +25+166.7% | Added |
| Private Wealth Management Group, LLC | 41 | $1.59K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $1.60K | 0.00% | +41 | New |
| SRS Capital Advisors, Inc. | 42 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $2.02K | 0.00% | −77−59.7% | Reduced |
| TD Waterhouse Canada Inc. | 61 | $2.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 66 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 73 | $2.83K | 0.00% | +73 | New |
| Capital Performance Advisors LLP | 82 | $3.18K | 0.00% | +82 | New |
| The PNC Financial Services Group, Inc. | 86 | $3.34K | 0.00% | +14+19.4% | Added |
| Aster Capital Management (DIFC) Ltd | 90 | $3.49K | 0.00% | +90 | New |
| Richardson Financial Services Inc. | 111 | $3.89K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $3.96K | 0.00% | −3−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 113 | $4.00K | 0.00% | +113 | New |
| Nisa Investment Advisors, LLC | 104 | $4.04K | 0.00% | +82+372.7% | Added |
| EverSource Wealth Advisors, LLC | 141 | $5.47K | 0.00% | +141 | New |
| IFP Advisors, Inc | 167 | $6.48K | 0.00% | −378−69.4% | Reduced |
| GAMMA Investing LLC | 182 | $7.06K | 0.00% | +181+18,100.0% | Added |
| Walleye Capital LLC | 210 | $8.15K | 0.00% | −1,487−87.6% | Reduced |
| Comerica Bank | 281 | $10.9K | 0.00% | −117−29.4% | Reduced |
| Quadrant Capital Group LLC | 331 | $12.8K | 0.00% | −14−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $13.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 477 | $18.5K | 0.00% | +182+61.7% | Added |
| Proequities, Inc. | 617 | $23.9K | 0.00% | +187+43.5% | Added |
| Amalgamated Bank | 717 | $28.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 880 | $34.0K | 0.00% | +287+48.4% | Added |
| Global Trust Asset Management, LLC | 919 | $35.7K | 0.01% | −38−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 965 | $37.5K | 0.00% | −1,832−65.5% | Reduced |
| Studio Investment Management LLC | 1,087 | $42.2K | 0.01% | +380+53.7% | Added |
| Vestcor Inc | 1,537 | $60.0K | 0.00% | −6,720−81.4% | Reduced |
| Victory Capital Management Inc | 1,679 | $65.2K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,900 | $73.7K | 0.03% | +1,900 | New |
| Great West Life Assurance Co | 2,003 | $78.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,021 | $78.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,257 | $87.6K | 0.00% | +469+26.2% | Added |
| Central Pacific Bank - Trust Division | 3,258 | $126.4K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $155.2K | 0.00% | −12,500−75.8% | Reduced |
| Acadian Asset Management LLC | 4,029 | $156.0K | 0.00% | +4,029 | New |
| BNP Paribas Arbitrage, SA | 4,596 | $178.4K | 0.00% | +94+2.1% | Added |
| Russell Investments Group, Ltd. | 4,709 | $182.8K | 0.00% | −10,217−68.5% | Reduced |
| SG Americas Securities, LLC | 5,212 | $202.0K | 0.00% | +1,252+31.6% | Added |
| Aquatic Capital Management LLC | 5,300 | $205.7K | 0.01% | +2,300+76.7% | Added |
| US Bancorp | 5,434 | $210.9K | 0.00% | +4,863+851.7% | Added |
| Versor Investments LP | 5,600 | $217.3K | 0.03% | +5,600 | New |
| Henshaw Capital LLC | 5,689 | $220.8K | 0.01% | +5,689 | New |
| J. Safra Sarasin Holding AG | 5,700 | $221.2K | 0.00% | +5,700 | New |
| Creative Planning | 5,756 | $223.4K | 0.00% | +5,756 | New |
| State Board of Administration of Florida Retirement System | 5,803 | $225.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,886 | $228.4K | 0.00% | +167+2.9% | Added |
| Kendall Capital Management | 6,288 | $244.0K | 0.08% | −2,340−27.1% | Reduced |
| Benjamin Edwards Inc | 6,572 | $255.0K | 0.00% | +1,460+28.6% | Added |
| Quadrature Capital Ltd | 6,607 | $256.8K | 0.01% | −4,951−42.8% | Reduced |
| Voloridge Investment Management, LLC | 6,689 | $259.6K | 0.00% | −286−4.1% | Reduced |
| Voya Investment Management LLC | 6,830 | $265.1K | 0.00% | −5−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,879 | $267.0K | 0.00% | +2,585+60.2% | Added |
| Nebula Research & Development LLC | 6,981 | $270.9K | 0.03% | +6,981 | New |
| Exchange Traded Concepts, LLC | 7,666 | $297.5K | 0.01% | −1,935−20.2% | Reduced |
| Royal Bank of Canada | 8,166 | $317.0K | 0.00% | −3,770−31.6% | Reduced |
| Cetera Investment Advisers | 8,266 | $320.8K | 0.00% | +1,370+19.9% | Added |
| Susquehanna International Group, LLP | 8,583 | $333.1K | 0.00% | +8,583 | New |
| New York State Common Retirement Fund | 8,672 | $336.6K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 8,744 | $339.4K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9,288 | $360.5K | 0.05% | +9,288 | New |
| Advisor Group Holdings, Inc. | 9,354 | $363.0K | 0.00% | +7,302+355.8% | Added |
| Corebridge Financial, Inc. | 10,837 | $420.6K | 0.00% | −66−0.6% | Reduced |
| Truist Financial Corp | 10,888 | $422.6K | 0.00% | +2,440+28.9% | Added |
| Price T Rowe Associates Inc | 11,008 | $428.0K | 0.00% | +281+2.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,127 | $431.8K | 0.00% | +1,365+14.0% | Added |
| MetLife Investment Management | 11,888 | $461.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,801 | $496.8K | 0.00% | −15,750−55.2% | Reduced |
| Jump Financial, LLC | 13,000 | $504.5K | 0.01% | −15,600−54.5% | Reduced |
| Franklin Resources Inc | 12,316 | $508.4K | 0.00% | +144+1.2% | Added |
| Vident Advisory, LLC | 13,126 | $509.4K | 0.01% | +917+7.5% | Added |
| State of Wisconsin Investment Board | 13,770 | $534.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,665 | $569.1K | 0.00% | +2,972+25.4% | Added |
| Wells Fargo & Company | 15,241 | $591.5K | 0.00% | −176−1.1% | Reduced |
| Citigroup Inc | 15,617 | $606.1K | 0.00% | +9,731+165.3% | Added |
| Millennium Management LLC | 16,930 | $657.1K | 0.00% | +16,930 | New |
| MML Investors Services, LLC | 17,743 | $689.0K | 0.00% | +3,228+22.2% | Added |
| Level Four Advisory Services, LLC | 15,385 | $690.5K | 0.03% | +3,595+30.5% | Added |
| Numerai GP LLC | 18,326 | $711.2K | 0.19% | +18,326 | New |
| Stifel Financial Corp | 18,370 | $712.9K | 0.00% | +3,472+23.3% | Added |
| CastleKnight Management LP | 18,600 | $721.9K | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 18,904 | $733.7K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 19,004 | $737.5K | 0.01% | +19,004 | New |