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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 19,311 | $749.5K | 0.00% | −604−3.0% | Reduced |
| First Trust Advisors LP | 19,478 | $755.9K | 0.00% | +1,306+7.2% | Added |
| JPMorgan Chase & Co | 21,885 | $849.4K | 0.00% | −278,772−92.7% | Reduced |
| Verition Fund Management LLC | 22,623 | $878.0K | 0.01% | +22,623 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 24,167 | $937.9K | 0.00% | −12,944−34.9% | Reduced |
| Alliancebernstein L.P. | 24,380 | $946.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 24,910 | $966.8K | 0.00% | −1,314−5.0% | Reduced |
| Legal & General Group Plc | 27,283 | $1.06M | 0.00% | +529+2.0% | Added |
| Readystate Asset Management LP | 27,700 | $1.08M | 0.06% | +27,700 | New |
| Balyasny Asset Management LLC | 28,495 | $1.11M | 0.00% | +22,376+365.7% | Added |
| Shellback Capital, LP | 31,450 | $1.22M | 0.10% | −130,879−80.6% | Reduced |
| Legato Capital Management LLC | 31,771 | $1.23M | 0.15% | +10,405+48.7% | Added |
| Rhumbline Advisers | 32,706 | $1.27M | 0.00% | −1,705−5.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 33,305 | $1.29M | 0.11% | +33,305 | New |
| AQR Capital Management LLC | 34,644 | $1.34M | 0.00% | −53,650−60.8% | Reduced |
| Clark Capital Management Group, Inc. | 36,336 | $1.41M | 0.01% | +4,038+12.5% | Added |
| QSV Equity Investors LLC | 39,522 | $1.53M | 1.44% | 00.0% | Unchanged |
| Swiss National Bank | 40,000 | $1.55M | 0.00% | −500−1.2% | Reduced |
| Villanova Investment Management Co LLC | 40,308 | $1.56M | 1.67% | +46+0.1% | Added |
| RE Advisers Corp | 41,800 | $1.62M | 0.04% | −19,700−32.0% | Reduced |
| LSV Asset Management | 43,200 | $1.68M | 0.00% | −36,900−46.1% | Reduced |
| UBS Asset Management Americas Inc | 44,711 | $1.74M | 0.00% | +7,637+20.6% | Added |
| Barclays PLC | 46,919 | $1.82M | 0.00% | +22,556+92.6% | Added |
| Koss-Olinger Consulting, LLC | 47,062 | $1.83M | 0.16% | −2,847−5.7% | Reduced |
| Invesco Ltd. | 47,864 | $1.86M | 0.00% | −20,630−30.1% | Reduced |
| Dean Capital Management | 50,230 | $1.95M | 0.83% | +28,864+135.1% | Added |
| Atom Investors LP | 55,357 | $2.15M | 0.22% | +38,002+219.0% | Added |
| NFJ Investment Group, LLC | 60,125 | $2.33M | 0.07% | −2,778−4.4% | Reduced |
| Empowered Funds, LLC | 66,606 | $2.58M | 0.04% | +18,636+38.8% | Added |
| Stadium Capital Management LLC | 69,108 | $2.68M | 2.02% | +69,108 | New |
| Renaissance Technologies LLC | 79,700 | $3.09M | 0.00% | −24,100−23.2% | Reduced |
| Nordea Investment Management AB | 80,263 | $3.12M | 0.00% | −2,857−3.4% | Reduced |
| Chartwell Investment Partners, LLC | 80,709 | $3.13M | 0.11% | +80,709 | New |
| Dean Investment Associates, LLC | 81,073 | $3.15M | 0.43% | +23,170+40.0% | Added |
| Nuveen Asset Management, LLC | 82,832 | $3.21M | 0.00% | −328−0.4% | Reduced |
| Citadel Advisors LLC | 87,197 | $3.38M | 0.00% | +66,279+316.9% | Added |
| Assenagon Asset Management S.A. | 90,054 | $3.49M | 0.01% | −14,597−13.9% | Reduced |
| Envestnet Asset Management Inc | 92,266 | $3.58M | 0.00% | +28,386+44.4% | Added |
| Bank of New York Mellon Corp | 93,685 | $3.64M | 0.00% | −9,911−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 105,954 | $4.11M | 0.01% | −70,904−40.1% | Reduced |
| Meros Investment Management, LP | 106,092 | $4.12M | 1.86% | +106,092 | New |
| De Lisle Partners LLP | 106,369 | $4.13M | 0.67% | +6,000+6.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 111,250 | $4.32M | 1.84% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 114,525 | $4.44M | 0.01% | +31,026+37.2% | Added |
| Ameriprise Financial Inc | 122,279 | $4.75M | 0.00% | +715+0.6% | Added |
| FMR LLC | 136,043 | $5.28M | 0.00% | +10,276+8.2% | Added |
| UBS Group AG | 160,498 | $6.23M | 0.00% | +2,224+1.4% | Added |
| Charles Schwab Investment Management Inc | 182,907 | $7.10M | 0.00% | −6,044−3.2% | Reduced |
| Northern Trust Corp | 183,140 | $7.11M | 0.00% | −3,180−1.7% | Reduced |
| Morgan Stanley | 185,163 | $7.19M | 0.00% | −12,125−6.1% | Reduced |
| Janus Henderson Group PLC | 238,576 | $9.26M | 0.00% | +221,133+1,267.7% | Added |
| Bank of America Corp | 250,704 | $9.73M | 0.00% | +62,843+33.5% | Added |
| Goldman Sachs Group Inc | 255,747 | $9.93M | 0.00% | +73,710+40.5% | Added |
| Lodge Hill Capital, LLC | 303,864 | $11.8M | 3.67% | +165,000+118.8% | Added |
| FIL Ltd | 339,475 | $13.2M | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 340,381 | $13.2M | 0.08% | −7,158−2.1% | Reduced |
| State Street Corp | 460,234 | $17.9M | 0.00% | −1,901−0.4% | Reduced |
| American Century Companies Inc | 523,897 | $20.3M | 0.01% | −153,082−22.6% | Reduced |
| Geode Capital Management, LLC | 576,070 | $22.4M | 0.00% | +43,769+8.2% | Added |
| Manufacturers Life Insurance Company, The | 634,290 | $24.6M | 0.02% | −209,315−24.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 712,852 | $27.7M | 0.09% | +63,932+9.9% | Added |
| Macquarie Group Ltd | 944,432 | $36.7M | 0.04% | −13,356−1.4% | Reduced |
| Dimensional Fund Advisors LP | 1,093,660 | $42.4M | 0.01% | −38,217−3.4% | Reduced |
| Vanguard Group Inc | 1,205,370 | $46.8M | 0.00% | −35,973−2.9% | Reduced |
| Cooke & Bieler LP | 1,329,893 | $51.6M | 0.47% | −20,390−1.5% | Reduced |
| Wellington Management Group LLP | 1,476,976 | $57.3M | 0.01% | +897,387+154.8% | Added |
| Pzena Investment Management LLC | 1,555,331 | $60.4M | 0.19% | +77,015+5.2% | Added |
| Capital World Investors | 1,622,920 | $63.0M | 0.01% | −26,080−1.6% | Reduced |
| BlackRock, Inc. | 1,688,597 | $65.5M | 0.00% | +1,688,597 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −361,574−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −94,918−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −80,058−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −37,882−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −25,491−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −17,663−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −15,108−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −14,144−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,265−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −12,427−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −9,728−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,688−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |