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, Q4 2024
Institutional positions in Malibu Boats, Inc. as of Dec 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
- 151
- −16 vs. Q3 2024
- Shares held
- 19.7M
- +351.9K (+1.8%) vs. Q3 2024
- Total value
- $741.6M
- −$10.6M (−1.4%) vs. Q3 2024
- New holders
- 19
- 44 more added
- Sold out
- 35
- 50 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 36,196 | $1.36M | 0.12% | −10,866−23.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 37,916 | $1.43M | 0.13% | +4,611+13.8% | Added |
| Swiss National Bank | 39,300 | $1.48M | 0.00% | −700−1.8% | Reduced |
| QSV Equity Investors LLC | 39,522 | $1.49M | 1.43% | 00.0% | Unchanged |
| Barclays PLC | 41,470 | $1.56M | 0.00% | −5,449−11.6% | Reduced |
| RE Advisers Corp | 41,800 | $1.57M | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 43,200 | $1.62M | 0.00% | 00.0% | Unchanged |
| Villanova Investment Management Co LLC | 44,629 | $1.68M | 1.49% | +4,321+10.7% | Added |
| Invesco Ltd. | 49,005 | $1.84M | 0.00% | +1,141+2.4% | Added |
| Dean Capital Management | 49,945 | $1.88M | 0.80% | −285−0.6% | Reduced |
| Renaissance Technologies LLC | 50,000 | $1.88M | 0.00% | −29,700−37.3% | Reduced |
| D. E. Shaw & Co., Inc. | 50,094 | $1.88M | 0.00% | −55,860−52.7% | Reduced |
| UBS Asset Management Americas Inc | 52,636 | $1.98M | 0.00% | +7,925+17.7% | Added |
| NFJ Investment Group, LLC | 59,393 | $2.23M | 0.07% | −732−1.2% | Reduced |
| Stadium Capital Management LLC | 69,108 | $2.60M | 2.20% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 74,095 | $2.79M | 0.40% | −6,978−8.6% | Reduced |
| Atom Investors LP | 78,176 | $2.94M | 0.37% | +22,819+41.2% | Added |
| Tybourne Capital Management (HK) Ltd | 79,966 | $3.01M | 0.75% | +79,966 | New |
| Nuveen Asset Management, LLC | 80,431 | $3.02M | 0.00% | −2,401−2.9% | Reduced |
| UBS Group AG | 95,469 | $3.59M | 0.00% | −65,029−40.5% | Reduced |
| Meros Investment Management, LP | 105,723 | $3.97M | 1.78% | −369−0.3% | Reduced |
| De Lisle Partners LLP | 107,869 | $4.06M | 0.60% | +1,500+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 121,711 | $4.58M | 0.01% | +7,186+6.3% | Added |
| Ameriprise Financial Inc | 123,094 | $4.63M | 0.00% | +815+0.7% | Added |
| Morgan Stanley | 129,634 | $4.87M | 0.00% | −55,529−30.0% | Reduced |
| FMR LLC | 136,131 | $5.12M | 0.00% | +88+0.1% | Added |
| Oberweis Asset Management Inc | 166,900 | $6.27M | 0.30% | +166,900 | New |
| Charles Schwab Investment Management Inc | 170,662 | $6.42M | 0.00% | −12,245−6.7% | Reduced |
| Schroder Investment Management Group | 186,615 | $6.89M | 0.01% | +186,615 | New |
| Goldman Sachs Group Inc | 184,627 | $6.94M | 0.00% | −71,120−27.8% | Reduced |
| Northern Trust Corp | 196,253 | $7.38M | 0.00% | +13,113+7.2% | Added |
| Raymond James Financial Inc | 218,714 | $8.22M | 0.00% | +218,714 | New |
| Bank of America Corp | 302,864 | $11.4M | 0.00% | +52,160+20.8% | Added |
| Janus Henderson Group PLC | 314,079 | $11.8M | 0.01% | +75,503+31.6% | Added |
| FIL Ltd | 339,475 | $12.8M | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 394,288 | $14.8M | 0.09% | +53,907+15.8% | Added |
| Bank of New York Mellon Corp | 440,829 | $16.6M | 0.00% | +347,144+370.5% | Added |
| State Street Corp | 468,505 | $17.6M | 0.00% | +8,271+1.8% | Added |
| Geode Capital Management, LLC | 484,830 | $18.2M | 0.00% | −91,240−15.8% | Reduced |
| Twin Lions Management LLC | 526,935 | $19.8M | 19.23% | +526,935 | New |
| Lodge Hill Capital, LLC | 530,514 | $19.9M | 5.50% | +226,650+74.6% | Added |
| American Century Companies Inc | 579,664 | $21.8M | 0.01% | +55,767+10.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 719,717 | $27.1M | 0.09% | +6,865+1.0% | Added |
| Macquarie Group Ltd | 939,891 | $35.3M | 0.04% | −4,541−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,088,317 | $40.9M | 0.01% | −5,343−0.5% | Reduced |
| Vanguard Group Inc | 1,198,082 | $45.0M | 0.00% | −7,288−0.6% | Reduced |
| Cooke & Bieler LP | 1,343,660 | $50.5M | 0.49% | +13,767+1.0% | Added |
| Pzena Investment Management LLC | 1,523,353 | $57.3M | 0.19% | −31,978−2.1% | Reduced |
| Wellington Management Group LLP | 1,533,605 | $57.6M | 0.01% | +56,629+3.8% | Added |
| BlackRock, Inc. | 1,622,808 | $61.0M | 0.00% | −65,789−3.9% | Reduced |
| Capital World Investors | 1,622,920 | $61.0M | 0.01% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −111,250−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −80,263−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −66,606−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −36,336−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,495−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −27,700−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −24,167−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −22,623−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −18,370−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −18,326−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −15,385−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −17,743−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,888−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,288−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −8,266−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,689−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,607−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −6,572−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −6,288−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |