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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 5,803 | $218.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,791 | $217.7K | 0.00% | −95−1.6% | Reduced |
| Henshaw Capital LLC | 5,689 | $213.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,509 | $207.1K | 0.00% | +5,509 | New |
| Russell Investments Group, Ltd. | 4,737 | $178.1K | 0.00% | +28+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,095 | $153.9K | 0.00% | +4,095 | New |
| STRS Ohio | 4,000 | $150.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,000 | $150.4K | 0.00% | +4,000 | New |
| Central Pacific Bank - Trust Division | 3,626 | $136.3K | 0.02% | +368+11.3% | Added |
| BNP Paribas Arbitrage, SA | 2,988 | $112.3K | 0.00% | −1,608−35.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,021 | $76.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,003 | $75.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,198 | $45.0K | 0.01% | +1,198 | New |
| Studio Investment Management LLC | 1,000 | $37.6K | 0.01% | −87−8.0% | Reduced |
| Global Trust Asset Management, LLC | 919 | $34.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 886 | $33.0K | 0.00% | +6+0.7% | Added |
| Amalgamated Bank | 717 | $27.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 646 | $24.3K | 0.00% | +169+35.4% | Added |
| Sterling Capital Management LLC | 616 | $23.2K | 0.00% | +543+743.8% | Added |
| R Squared Ltd | 390 | $14.7K | 0.01% | +390 | New |
| Federation des caisses Desjardins du Quebec | 350 | $13.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 349 | $13.1K | 0.00% | +68+24.2% | Added |
| Quadrant Capital Group LLC | 331 | $12.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 215 | $8.08K | 0.00% | +33+18.1% | Added |
| Harbor Capital Advisors, Inc. | 150 | $6.00K | 0.00% | +37+32.7% | Added |
| Advisor Group Holdings, Inc. | 127 | $4.77K | 0.00% | −9,227−98.6% | Reduced |
| Nisa Investment Advisors, LLC | 104 | $3.91K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 90 | $3.38K | 0.00% | +90 | New |
| The PNC Financial Services Group, Inc. | 86 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $2.82K | 0.00% | +35+87.5% | Added |
| Northwestern Mutual Wealth Management Co | 66 | $2.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $2.29K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $1.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $1.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $1.51K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 38 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $940 | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 19 | $714 | 0.00% | −11−36.7% | Reduced |
| Versant Capital Management, Inc | 19 | $714 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 17 | $639 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $564 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $526 | 0.00% | −127−90.1% | Reduced |
| Proequities, Inc. | 14 | $511 | 0.00% | −603−97.7% | Reduced |
| Fifth Third Bancorp | 13 | $489 | 0.00% | −9−40.9% | Reduced |
| Whittier Trust Co | 12 | $451 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $338 | 0.00% | −167−100.0% | Reduced |
| Creekmur Asset Management LLC | 3 | $113 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | 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 |