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, Q1 2025
Institutional positions in Malibu Boats, Inc. as of Mar 31, 2025. 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
- 138
- −11 vs. Q4 2024
- Shares held
- 20.1M
- +412.5K (+2.1%) vs. Q4 2024
- Total value
- $615.7M
- −$122.8M (−16.6%) vs. Q4 2024
- New holders
- 16
- 43 more added
- Sold out
- 27
- 52 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 47,818 | $1.47M | 0.00% | −1,187−2.4% | Reduced |
| RE Advisers Corp | 48,200 | $1.48M | 0.04% | +6,400+15.3% | Added |
| Nuveen, LLC | 55,961 | $1.72M | 0.00% | +55,961 | New |
| UBS Asset Management Americas Inc | 57,132 | $1.75M | 0.00% | +4,496+8.5% | Added |
| NFJ Investment Group, LLC | 59,393 | $1.82M | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 63,878 | $1.96M | 0.00% | −57,833−47.5% | Reduced |
| Goldman Sachs Group Inc | 79,545 | $2.44M | 0.00% | −105,082−56.9% | Reduced |
| UBS Group AG | 86,596 | $2.66M | 0.00% | −8,873−9.3% | Reduced |
| De Lisle Partners LLP | 107,869 | $3.31M | 0.55% | 00.0% | Unchanged |
| Meros Investment Management, LP | 117,941 | $3.62M | 2.12% | +12,218+11.6% | Added |
| Atom Investors LP | 130,502 | $4.00M | 0.49% | +52,326+66.9% | Added |
| FMR LLC | 138,036 | $4.23M | 0.00% | +1,905+1.4% | Added |
| Northern Trust Corp | 187,354 | $5.75M | 0.00% | −8,899−4.5% | Reduced |
| Oberweis Asset Management Inc | 190,900 | $5.86M | 0.29% | +24,000+14.4% | Added |
| Raymond James Financial Inc | 202,626 | $6.22M | 0.00% | −16,088−7.4% | Reduced |
| Ameriprise Financial Inc | 212,094 | $6.51M | 0.00% | +89,000+72.3% | Added |
| Morgan Stanley | 214,417 | $6.58M | 0.00% | +84,783+65.4% | Added |
| Charles Schwab Investment Management Inc | 219,769 | $6.74M | 0.00% | +49,107+28.8% | Added |
| Schroder Investment Management Group | 257,756 | $7.62M | 0.01% | +71,141+38.1% | Added |
| Bank of America Corp | 274,831 | $8.43M | 0.00% | −28,033−9.3% | Reduced |
| FIL Ltd | 289,475 | $8.88M | 0.01% | −50,000−14.7% | Reduced |
| Bank of New York Mellon Corp | 336,475 | $10.3M | 0.00% | −104,354−23.7% | Reduced |
| Janus Henderson Group PLC | 375,436 | $11.1M | 0.01% | +61,357+19.5% | Added |
| Fort Washington Investment Advisors Inc | 392,638 | $12.0M | 0.07% | −1,650−0.4% | Reduced |
| State Street Corp | 453,513 | $13.9M | 0.00% | −14,992−3.2% | Reduced |
| Geode Capital Management, LLC | 479,725 | $14.7M | 0.00% | −5,105−1.1% | Reduced |
| American Century Companies Inc | 580,630 | $17.8M | 0.01% | +966+0.2% | Added |
| Lodge Hill Capital, LLC | 652,674 | $20.0M | 4.74% | +122,160+23.0% | Added |
| Twin Lions Management LLC | 674,463 | $20.7M | 19.91% | +147,528+28.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 840,963 | $25.8M | 0.08% | +121,246+16.8% | Added |
| Dimensional Fund Advisors LP | 1,028,957 | $31.6M | 0.01% | −59,360−5.5% | Reduced |
| Macquarie Group Ltd | 1,103,095 | $33.8M | 0.04% | +163,204+17.4% | Added |
| Vanguard Group Inc | 1,216,269 | $37.3M | 0.00% | +18,187+1.5% | Added |
| Cooke & Bieler LP | 1,366,003 | $41.9M | 0.42% | +22,343+1.7% | Added |
| Pzena Investment Management LLC | 1,534,839 | $47.1M | 0.16% | +11,486+0.8% | Added |
| BlackRock, Inc. | 1,582,988 | $48.6M | 0.00% | −39,820−2.5% | Reduced |
| Wellington Management Group LLP | 1,601,959 | $49.1M | 0.01% | +68,354+4.5% | Added |
| Capital World Investors | 1,622,920 | $49.8M | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −79,966−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −36,196−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −18,904−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,051−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −7,723−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,509−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |