Who owns Malibu Boats (MBUU)
Which tracked institutional funds hold MBUU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBUU 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
44 tracked funds added or opened MBUU while 22 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
MBUU’s largest tracked holder by dollar value, PZENA INVESTMENT MANAGEMENT LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MBUU 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 138 tracked filers holding MBUU, 87 increased or opened the position and 59 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 MBUU 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 10
- NORGES BANK$4M
- Jupiter Topco LLC$2M
- MILLENNIUM MANAGEMENT LLC$2M
- Point72 Asset Management, L.P.$2M
- 1060 Capital, LLC$2M
- Jump Financial, LLC$1M
Full exits 9
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$24M
- Capital World Investors$13M
- JANUS HENDERSON GROUP PLC$10M
- SCHRODER INVESTMENT MANAGEMENT GROUP$6M
- WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$1M
- EXCHANGE TRADED CONCEPTS, LLC$1M
Largest adds
- CITADEL ADVISORS LLC$7M
- BNP PARIBAS FINANCIAL MARKETS$7M
- BlackRock, Inc.$6M
- PZENA INVESTMENT MANAGEMENT LLC$5M
- Meros Investment Management, LP$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$4M
Largest trims
- Twin Lions Management LLC$15M
- COOKE & BIELER LP$8M
- Parallel Advisors, LLC$8M
- Atom Investors LP$3M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- MORGAN STANLEY$2M
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 |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC added | 1,794,261 | $49M | 10.0% | 2026-Q2 |
| BlackRock, Inc. added | 1,599,445 | $44M | 8.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,237,871 | $34M | 6.9% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 1,103,942 | $30M | 6.1% | 2026-Q2 |
| Lodge Hill Capital, LLC added | 926,014 | $25M | 5.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 924,936 | $25M | 5.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 802,377 | $22M | 4.5% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 782,462 | $21M | 4.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 662,201 | $18M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 524,052 | $14M | 2.9% | 2026-Q2 |
| Twin Lions Management LLC trimmed | 504,210 | $14M | 2.8% | 2026-Q2 |
| STATE STREET CORP added | 458,813 | $13M | 2.6% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 375,988 | $10M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 369,824 | $10M | 2.1% | 2026-Q2 |
| Meros Investment Management, LP added | 359,568 | $10M | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 280,461 | $8M | 1.6% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 267,286 | $7M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 259,802 | $7M | 1.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 244,061 | $7M | 1.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 234,068 | $6M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 213,708 | $6M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 189,289 | $5M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 185,569 | $5M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 181,648 | $5M | 1.0% | 2026-Q2 |
| FMR LLC added | 176,414 | $5M | 1.0% | 2026-Q2 |
| CenterBook Partners LP added | 169,048 | $5M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 141,752 | $4M | 0.8% | 2026-Q2 |
| NORGES BANK new | 140,300 | $4M | 0.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 132,152 | $4M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 127,992 | $4M | 0.7% | 2026-Q2 |
| Atom Investors LP trimmed | 127,366 | $3M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 123,658 | $3M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 122,236 | $3M | 0.7% | 2026-Q2 |
| De Lisle Partners LLP | 116,478 | $3M | 0.6% | 2026-Q2 |
| XTX Topco Ltd added | 98,935 | $3M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 94,144 | $3M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 89,764 | $2M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 86,914 | $2M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 81,292 | $2M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 79,396 | $2M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 73,036 | $2M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 68,967 | $2M | 0.4% | 2026-Q2 |
| 1060 Capital, LLC new | 64,153 | $2M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 52,275 | $1M | 0.3% | 2026-Q2 |
| Homestead Advisers Corp | 48,200 | $1M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 46,348 | $1M | 0.3% | 2026-Q2 |
| Villanova Investment Management Co LLC added | 45,124 | $1M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 45,067 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 43,548 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 41,370 | $1M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 41,019 | $1M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 41,010 | $1M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 40,486 | $1M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 39,554 | $1M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 39,537 | $1M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 37,659 | $1M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 36,400 | $998K | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 36,258 | $995K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 35,751 | $981K | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A | 35,000 | $960K | 0.2% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 34,013 | $933K | 0.2% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA trimmed | 32,400 | $889K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 26,841 | $736K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 24,980 | $647K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 24,481 | $672K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 24,405 | $669K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd added | 23,675 | $649K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 23,490 | $644K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 23,042 | $632K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 22,723 | $623K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 22,583 | $619K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 22,151 | $608K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 21,265 | $583K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 21,058 | $578K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 20,705 | $568K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 17,656 | $484K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 17,535 | $481K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 17,426 | $478K | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC new | 16,335 | $448K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 15,023 | $412K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 14,358 | $394K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 13,360 | $366K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 12,986 | $356K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,861 | $353K | 0.1% | 2026-Q2 |
| Cullen Capital Management, LLC added | 12,706 | $349K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 12,556 | $344K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 11,534 | $316K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 11,521 | $316K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 11,496 | $315K | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 11,093 | $304K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 9,957 | $273K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP new | 9,933 | $272K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,224 | $253K | 0.1% | 2026-Q2 |
| Unison Advisors LLC | 8,744 | $240K | 0.0% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. new | 8,095 | $222K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd added | 7,539 | $207K | 0.0% | 2026-Q2 |
| WINTON GROUP Ltd new | 7,500 | $206K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,072 | $167K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,029 | $165K | 0.0% | 2026-Q2 |
| Central Pacific Bank - Trust Division added | 5,304 | $145K | 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.