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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 6,830 | $265.1K | 0.00% | −5−0.1% | Reduced |
| Voloridge Investment Management, LLC | 6,689 | $259.6K | 0.00% | −286−4.1% | Reduced |
| Quadrature Capital Ltd | 6,607 | $256.8K | 0.01% | −4,951−42.8% | Reduced |
| Benjamin Edwards Inc | 6,572 | $255.0K | 0.00% | +1,460+28.6% | Added |
| Kendall Capital Management | 6,288 | $244.0K | 0.08% | −2,340−27.1% | Reduced |
| Arizona State Retirement System | 5,886 | $228.4K | 0.00% | +167+2.9% | Added |
| State Board of Administration of Florida Retirement System | 5,803 | $225.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5,756 | $223.4K | 0.00% | +5,756 | New |
| J. Safra Sarasin Holding AG | 5,700 | $221.2K | 0.00% | +5,700 | New |
| Henshaw Capital LLC | 5,689 | $220.8K | 0.01% | +5,689 | New |
| Versor Investments LP | 5,600 | $217.3K | 0.03% | +5,600 | New |
| US Bancorp | 5,434 | $210.9K | 0.00% | +4,863+851.7% | Added |
| Aquatic Capital Management LLC | 5,300 | $205.7K | 0.01% | +2,300+76.7% | Added |
| SG Americas Securities, LLC | 5,212 | $202.0K | 0.00% | +1,252+31.6% | Added |
| Russell Investments Group, Ltd. | 4,709 | $182.8K | 0.00% | −10,217−68.5% | Reduced |
| BNP Paribas Arbitrage, SA | 4,596 | $178.4K | 0.00% | +94+2.1% | Added |
| Acadian Asset Management LLC | 4,029 | $156.0K | 0.00% | +4,029 | New |
| STRS Ohio | 4,000 | $155.2K | 0.00% | −12,500−75.8% | Reduced |
| Central Pacific Bank - Trust Division | 3,258 | $126.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,257 | $87.6K | 0.00% | +469+26.2% | Added |
| Ameritas Investment Partners, Inc. | 2,021 | $78.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,003 | $78.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,900 | $73.7K | 0.03% | +1,900 | New |
| Victory Capital Management Inc | 1,679 | $65.2K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,537 | $60.0K | 0.00% | −6,720−81.4% | Reduced |
| Studio Investment Management LLC | 1,087 | $42.2K | 0.01% | +380+53.7% | Added |
| Tower Research Capital LLC (TRC) | 965 | $37.5K | 0.00% | −1,832−65.5% | Reduced |
| Global Trust Asset Management, LLC | 919 | $35.7K | 0.01% | −38−4.0% | Reduced |
| CWM, LLC | 880 | $34.0K | 0.00% | +287+48.4% | Added |
| Amalgamated Bank | 717 | $28.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 617 | $23.9K | 0.00% | +187+43.5% | Added |
| Public Employees Retirement System of Ohio | 477 | $18.5K | 0.00% | +182+61.7% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 331 | $12.8K | 0.00% | −14−4.1% | Reduced |
| Comerica Bank | 281 | $10.9K | 0.00% | −117−29.4% | Reduced |
| Walleye Capital LLC | 210 | $8.15K | 0.00% | −1,487−87.6% | Reduced |
| GAMMA Investing LLC | 182 | $7.06K | 0.00% | +181+18,100.0% | Added |
| IFP Advisors, Inc | 167 | $6.48K | 0.00% | −378−69.4% | Reduced |
| EverSource Wealth Advisors, LLC | 141 | $5.47K | 0.00% | +141 | New |
| Nisa Investment Advisors, LLC | 104 | $4.04K | 0.00% | +82+372.7% | Added |
| Harbor Capital Advisors, Inc. | 113 | $4.00K | 0.00% | +113 | New |
| Farther Finance Advisors, LLC | 102 | $3.96K | 0.00% | −3−2.9% | Reduced |
| Richardson Financial Services Inc. | 111 | $3.89K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 90 | $3.49K | 0.00% | +90 | New |
| The PNC Financial Services Group, Inc. | 86 | $3.34K | 0.00% | +14+19.4% | Added |
| Capital Performance Advisors LLP | 82 | $3.18K | 0.00% | +82 | New |
| Sterling Capital Management LLC | 73 | $2.83K | 0.00% | +73 | New |
| Northwestern Mutual Wealth Management Co | 66 | $2.56K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $2.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $2.02K | 0.00% | −77−59.7% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $1.63K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $1.60K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 41 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.55K | 0.00% | +25+166.7% | Added |
| Signaturefd, LLC | 38 | $1.48K | 0.00% | +19+100.0% | Added |
| 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 |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | +30 | New |
| Fifth Third Bancorp | 22 | $854 | 0.00% | +22 | New |
| Versant Capital Management, Inc | 19 | $737 | 0.00% | −13−40.6% | Reduced |
| Huntington National Bank | 17 | $660 | 0.00% | +16+1,600.0% | Added |
| Geneos Wealth Management Inc. | 15 | $582 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $505 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $465 | 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 |
| GPS Wealth Strategies Group, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −301−99.3% | Reduced |
| 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 |