Who owns MarineMax (HZO)
Which tracked institutional funds hold HZO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HZO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HZO is one-sided between 2026-Q1 and 2026-Q2: 66 added or opened and 17 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HZO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HZO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HZO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 171 tracked filers holding HZO, 93 increased or opened the position and 80 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HZO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Portolan Capital Management, LLC$13M
- DCF Advisers, LLC$2M
- SIERRA SUMMIT ADVISORS LLC$1M
- Y-Intercept (Hong Kong) Ltd$709K
Full exits 8
- Squarepoint Ops LLC$2M
- PRIVATE MANAGEMENT GROUP INC$2M
- JANE STREET GROUP, LLC$989K
- Assenagon Asset Management S.A.$806K
- XTX Topco Ltd$701K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$657K
Largest adds
- BlackRock, Inc.$34M
- AMERICAN CENTURY COMPANIES INC$26M
- Divisadero Street Capital Management, LP$12M
- STATE STREET CORP$10M
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- DIMENSIONAL FUND ADVISORS LP$8M
Largest trims
- BOOTHBAY FUND MANAGEMENT, LLC$10M
- CenterBook Partners LP$7M
- AQR CAPITAL MANAGEMENT LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- TUDOR INVESTMENT CORP ET AL$2M
- BARCLAYS PLC$950K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,178,923 | $116M | 16.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,275,099 | $83M | 12.0% | 2026-Q2 |
| STATE STREET CORP added | 958,459 | $35M | 5.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 930,530 | $34M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 873,046 | $32M | 4.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 566,666 | $21M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 508,014 | $19M | 2.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 503,144 | $18M | 2.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 486,271 | $18M | 2.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 460,372 | $17M | 2.4% | 2026-Q2 |
| Divisadero Street Capital Management, LP added | 455,971 | $17M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 446,057 | $16M | 2.4% | 2026-Q2 |
| LEVIN CAPITAL STRATEGIES, L.P. trimmed | 428,047 | $16M | 2.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 378,452 | $14M | 2.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 372,680 | $14M | 2.0% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 344,358 | $13M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 289,839 | $11M | 1.5% | 2026-Q2 |
| Shay Capital LLC trimmed | 235,148 | $9M | 1.2% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 222,490 | $8M | 1.2% | 2026-Q2 |
| Simcoe Capital LLC added | 221,470 | $8M | 1.2% | 2026-Q2 |
| GAGNON SECURITIES LLC trimmed | 211,480 | $8M | 1.1% | 2026-Q2 |
| Interval Partners, LP | 211,415 | $8M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 207,781 | $8M | 1.1% | 2026-Q2 |
| Annis Gardner Whiting Capital Advisors, LLC | 180,021 | $7M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 176,865 | $6M | 0.9% | 2026-Q2 |
| De Lisle Partners LLP | 168,300 | $6M | 0.9% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 168,169 | $6M | 0.9% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 139,319 | $5M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 128,585 | $5M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 123,846 | $5M | 0.7% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 121,154 | $4M | 0.6% | 2026-Q2 |
| Round Rock Advisors LLC added | 120,030 | $4M | 0.6% | 2026-Q2 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed | 117,752 | $4M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 114,822 | $4M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 111,769 | $4M | 0.6% | 2026-Q2 |
| CM Management, LLC | 110,000 | $4M | 0.6% | 2026-Q2 |
| Soviero Asset Management, LP trimmed | 109,439 | $4M | 0.6% | 2026-Q2 |
| RBF Capital, LLC trimmed | 106,128 | $4M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 98,388 | $4M | 0.5% | 2026-Q2 |
| Gagnon Advisors, LLC | 97,242 | $4M | 0.5% | 2026-Q2 |
| Shellback Capital, LP trimmed | 96,978 | $4M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 93,695 | $3M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 81,245 | $3M | 0.4% | 2026-Q2 |
| Concentric Capital Strategies, LP added | 81,023 | $3M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 79,528 | $3M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 67,802 | $2M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 67,082 | $2M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 66,556 | $2M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 64,604 | $2M | 0.3% | 2026-Q2 |
| CenterBook Partners LP trimmed | 64,419 | $2M | 0.3% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 63,887 | $2M | 0.3% | 2026-Q2 |
| DCF Advisers, LLC new | 57,500 | $2M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 56,388 | $2M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 53,087 | $2M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 51,434 | $2M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 49,016 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 47,668 | $2M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 43,206 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 41,227 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 39,800 | $1M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 38,777 | $1M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 36,650 | $1M | 0.2% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 35,220 | $1M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 33,811 | $1M | 0.2% | 2026-Q2 |
| Permanent Capital Management, LP trimmed | 31,474 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 30,150 | $1M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 30,074 | $1M | 0.2% | 2026-Q2 |
| SWS Partners added | 29,957 | $1M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 28,000 | $758K | 0.1% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 26,393 | $967K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 22,136 | $811K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 21,155 | $775K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 20,904 | $766K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 20,852 | $764K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 19,359 | $709K | 0.1% | 2026-Q2 |
| Ameliora Wealth Management Ltd. | 17,600 | $645K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 17,380 | $636K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 16,350 | $599K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 14,735 | $540K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 14,511 | $531K | 0.1% | 2026-Q2 |
| OP Asset Management Ltd new | 13,590 | $498K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 12,200 | $447K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 11,889 | $435K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 10,960 | $401K | 0.1% | 2026-Q2 |
| Bristlecone Value Partners, LLC | 10,500 | $385K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 10,438 | $382K | 0.1% | 2026-Q2 |
| ADVENT CAPITAL MANAGEMENT /DE/ new | 10,400 | $381K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 10,141 | $371K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 9,577 | $351K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,232 | $338K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 9,143 | $335K | 0.0% | 2026-Q2 |
| Caprock Group, LLC added | 9,108 | $334K | 0.0% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 9,042 | $331K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 8,177 | $299K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 7,784 | $285K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 7,596 | $278K | 0.0% | 2026-Q2 |
| Jain Global LLC new | 7,478 | $274K | 0.0% | 2026-Q2 |
| Crossmark Global Holdings, Inc. new | 7,033 | $258K | 0.0% | 2026-Q2 |
| GABELLI FUNDS LLC new | 6,771 | $248K | 0.0% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC new | 6,750 | $247K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.