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Institutional Ownership · SEC Form 13F

Who owns MarineMax, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

169
Institutional holders
19M
Shares held (tracked funds)
88.9%
Of shares outstanding

How the tape is positioned

44 tracked funds added or opened HZO while 29 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2025-Q4 and 2026-Q1, across 169 tracked filers holding HZO, 87 increased or opened the position and 79 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 2025-Q4 and 2026-Q1 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 13

  • VANGUARD CAPITAL MANAGEMENT LLC$23M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$13M
  • Shay Capital LLC$7M
  • Divisadero Street Capital Management, LP$4M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • Squarepoint Ops LLC$2M

Full exits 11

  • VANGUARD GROUP INC$31M
  • Portolan Capital Management, LLC$12M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6M
  • Corient Private Wealth LLC$3M
  • Brandywine Global Investment Management, LLC$1M
  • AlphaQuest LLC$1M

Largest adds

  • BlackRock, Inc.$10M
  • JPMORGAN CHASE & CO$6M
  • AMERICAN CENTURY COMPANIES INC$5M
  • Annis Gardner Whiting Capital Advisors, LLC$5M
  • BOOTHBAY FUND MANAGEMENT, LLC$4M
  • ROYCE & ASSOCIATES LP$4M

Largest trims

  • MORGAN STANLEY$5M
  • CITADEL ADVISORS LLC$5M
  • ROYAL BANK OF CANADA$4M
  • TWO SIGMA INVESTMENTS, LP$4M
  • CenterBook Partners LP$3M
  • PRIVATE MANAGEMENT GROUP INC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,054,794$83M14.0%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed2,120,402$57M9.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed966,614$26M4.4%2026-Q1
STATE STREET CORP trimmed933,937$25M4.3%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added859,493$23M3.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new854,676$23M3.9%2026-Q1
LEVIN CAPITAL STRATEGIES, L.P. trimmed606,469$16M2.8%2026-Q1
Invesco Ltd. trimmed603,164$16M2.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed574,666$16M2.6%2026-Q1
ROYCE & ASSOCIATES LP added501,156$14M2.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new476,692$13M2.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added475,152$13M2.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed386,799$10M1.8%2026-Q1
CenterBook Partners LP trimmed360,976$10M1.7%2026-Q1
First Eagle Investment Management, LLC added336,052$9M1.5%2026-Q1
Shay Capital LLC added256,523$7M1.2%2026-Q1
JPMORGAN CHASE & CO added254,762$7M1.1%2026-Q1
Prescott Group Capital Management, L.L.C. added222,490$6M1.0%2026-Q1
GAGNON SECURITIES LLC trimmed220,610$6M1.0%2026-Q1
MORGAN STANLEY trimmed218,164$6M1.0%2026-Q1
Interval Partners, LP trimmed211,415$6M1.0%2026-Q1
NORTHERN TRUST CORP added189,818$5M0.9%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC added180,021$5M0.8%2026-Q1
Simcoe Capital LLC added170,356$5M0.8%2026-Q1
De Lisle Partners LLP168,300$5M0.8%2026-Q1
Divisadero Street Capital Management, LP trimmed163,646$4M0.7%2026-Q1
Shellback Capital, LP trimmed162,758$4M0.7%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added160,184$4M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added151,964$4M0.7%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed131,749$4M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added131,405$4M0.6%2026-Q1
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed129,762$4M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new127,436$3M0.6%2026-Q1
TUDOR INVESTMENT CORP ET AL added126,272$3M0.6%2026-Q1
Soviero Asset Management, LP added125,160$3M0.6%2026-Q1
UBS Group AG trimmed118,911$3M0.5%2026-Q1
Bank of New York Mellon Corp added117,916$3M0.5%2026-Q1
CM Management, LLC added110,000$3M0.5%2026-Q1
RBF Capital, LLC added106,830$3M0.5%2026-Q1
Empowered Funds, LLC added103,784$3M0.5%2026-Q1
INTRINSIC EDGE CAPITAL MANAGEMENT LLC99,510$3M0.5%2026-Q1
Gagnon Advisors, LLC trimmed97,242$3M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added94,223$3M0.4%2026-Q1
Squarepoint Ops LLC added76,433$2M0.4%2026-Q1
Concentric Capital Strategies, LP trimmed75,910$2M0.3%2026-Q1
BARCLAYS PLC trimmed75,795$2M0.3%2026-Q1
FRANKLIN RESOURCES INC added73,935$2M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed72,162$2M0.3%2026-Q1
Public Sector Pension Investment Board added69,390$2M0.3%2026-Q1
SEI INVESTMENTS CO trimmed68,140$2M0.3%2026-Q1
RHUMBLINE ADVISERS added64,108$2M0.3%2026-Q1
Round Rock Advisors LLC added62,509$2M0.3%2026-Q1
PRIVATE MANAGEMENT GROUP INC trimmed61,824$2M0.3%2026-Q1
Nuveen, LLC trimmed61,229$2M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed55,866$2M0.3%2026-Q1
Vanguard Global Advisers, LLC new54,528$1M0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed53,372$1M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed53,014$1M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added50,528$1M0.2%2026-Q1
Legal & General Group Plc trimmed42,605$1M0.2%2026-Q1
Uniplan Investment Counsel, Inc. new42,587$1M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed40,742$1M0.2%2026-Q1
Swiss National Bank added38,900$1M0.2%2026-Q1
JANE STREET GROUP, LLC added36,565$989K0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC36,000$974K0.2%2026-Q1
Permanent Capital Management, LP trimmed31,877$916K0.2%2026-Q1
Quantinno Capital Management LP added31,127$842K0.1%2026-Q1
Assenagon Asset Management S.A. trimmed29,789$806K0.1%2026-Q1
SWS Partners added29,217$791K0.1%2026-Q1
Creative Planning added28,110$761K0.1%2026-Q1
SummerHaven Investment Management, LLC trimmed26,393$714K0.1%2026-Q1
XTX Topco Ltd trimmed25,922$701K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added24,264$657K0.1%2026-Q1
CAXTON ASSOCIATES LLP trimmed22,112$598K0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added20,472$554K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC added19,725$534K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed18,389$498K0.1%2026-Q1
Ameliora Wealth Management Ltd.17,600$476K0.1%2026-Q1
CANADA LIFE ASSURANCE Co added17,315$469K0.1%2026-Q1
DEUTSCHE BANK AG\ added16,928$458K0.1%2026-Q1
VANGUARD GROUP INC trimmed1,278,150$31M5.2%2025-Q4 stale
Portolan Capital Management, LLC added487,426$12M2.0%2025-Q4 stale
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed259,845$6M1.1%2025-Q4 stale
Broad Bay Capital Management, LP trimmed134,934$3M0.6%2025-Q3 stale
Acuitas Investments, LLC added131,538$3M0.6%2025-Q3 stale
Corient Private Wealth LLC added120,453$3M0.5%2025-Q4 stale
Qube Research & Technologies Ltd added105,544$3M0.4%2025-Q2 stale
ALGERT GLOBAL LLC added105,535$3M0.4%2025-Q2 stale
Brandywine Global Investment Management, LLC trimmed52,240$1M0.2%2025-Q4 stale
AlphaQuest LLC added46,820$1M0.2%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP added52,545$1M0.2%2025-Q1 stale
STATE OF WISCONSIN INVESTMENT BOARD added46,524$1M0.2%2025-Q4 stale
Schonfeld Strategic Advisors LLC added37,578$911K0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added34,337$870K0.1%2025-Q3 stale
TWO SIGMA ADVISERS, LP added34,113$827K0.1%2025-Q4 stale
MARSHALL WACE, LLP trimmed30,230$732K0.1%2025-Q4 stale
DC Investments Management, LLC26,700$676K0.1%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC added23,707$574K0.1%2025-Q4 stale
Jump Financial, LLC trimmed20,527$520K0.1%2025-Q3 stale
NEXPOINT ASSET MANAGEMENT, L.P. added21,000$452K0.1%2025-Q1 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership