Who owns Malibu Boats, Inc. (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-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.
How the tape is positioned
22 tracked funds added or opened MBUU while 40 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
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 2025-Q4 and 2026-Q1, across 135 tracked filers holding MBUU, 66 increased or opened the position and 77 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 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 11
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$12M
- Parallel Advisors, LLC$8M
- VANGUARD PORTFOLIO MANAGEMENT LLC$5M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$3M
- VANGUARD FIDUCIARY TRUST CO$3M
Full exits 8
- VANGUARD GROUP INC$28M
- OBERWEIS ASSET MANAGEMENT INC/$7M
- TWO SIGMA ADVISERS, LP$1M
- JANE STREET GROUP, LLC$847K
- Truffle Hound Capital, LLC$846K
- DEAN INVESTMENT ASSOCIATES, LLC$687K
Largest adds
- BANK OF AMERICA CORP /DE/$2M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- Meros Investment Management, LP$1M
- RAYMOND JAMES FINANCIAL INC$933K
- Atom Investors LP$761K
- CenterBook Partners LP$722K
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$12M
- AMERIPRISE FINANCIAL INC$8M
- COOKE & BIELER LP$6M
- PZENA INVESTMENT MANAGEMENT LLC$5M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4M
- Capital World Investors$4M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 1,697,457 | $44M | 7.3% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 1,488,663 | $39M | 6.4% | 2026-Q1 |
| BlackRock, Inc. added | 1,446,427 | $37M | 6.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,357,726 | $35M | 5.8% | 2026-Q1 |
| Twin Lions Management LLC trimmed | 1,113,201 | $29M | 4.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 967,068 | $25M | 4.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 914,837 | $24M | 3.9% | 2026-Q1 |
| Lodge Hill Capital, LLC | 905,014 | $23M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 798,418 | $21M | 3.4% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 694,763 | $18M | 3.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 581,933 | $15M | 2.5% | 2026-Q1 |
| Capital World Investors trimmed | 515,206 | $13M | 2.2% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new | 475,796 | $12M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 453,077 | $12M | 2.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 443,973 | $12M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 401,852 | $10M | 1.7% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 391,750 | $10M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 343,042 | $9M | 1.5% | 2026-Q1 |
| Parallel Advisors, LLC added | 7,500,119 | $8M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 284,361 | $7M | 1.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 270,662 | $7M | 1.2% | 2026-Q1 |
| Atom Investors LP added | 231,849 | $6M | 1.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 216,766 | $6M | 0.9% | 2026-Q1 |
| Meros Investment Management, LP added | 215,194 | $6M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 183,884 | $5M | 0.8% | 2026-Q1 |
| FMR LLC added | 176,369 | $5M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 166,337 | $4M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 129,094 | $3M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 127,535 | $3M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 126,067 | $3M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 123,030 | $3M | 0.5% | 2026-Q1 |
| De Lisle Partners LLP | 116,478 | $3M | 0.5% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 97,758 | $3M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 89,548 | $2M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 84,503 | $2M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 81,785 | $2M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 81,346 | $2M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 67,059 | $2M | 0.3% | 2026-Q1 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD added | 56,976 | $1M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 52,299 | $1M | 0.2% | 2026-Q1 |
| Homestead Advisers Corp | 48,200 | $1M | 0.2% | 2026-Q1 |
| CenterBook Partners LP added | 47,634 | $1M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 46,545 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 42,149 | $1M | 0.2% | 2026-Q1 |
| Villanova Investment Management Co LLC trimmed | 41,214 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 40,980 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 40,909 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 39,967 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank | 37,500 | $972K | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A new | 35,000 | $907K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 34,227 | $887K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 34,198 | $886K | 0.1% | 2026-Q1 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 33,150 | $859K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 32,396 | $840K | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 30,281 | $785K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,268 | $785K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 29,284 | $759K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,706 | $744K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 27,967 | $725K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 27,284 | $707K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 26,836 | $696K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 26,526 | $688K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 26,420 | $685K | 0.1% | 2026-Q1 |
| Creative Planning added | 25,999 | $674K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 24,377 | $632K | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 24,364 | $632K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 24,261 | $631K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 21,980 | $620K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 21,745 | $564K | 0.1% | 2026-Q1 |
| INCEPTIONR LLC added | 20,565 | $533K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 19,156 | $497K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,431 | $478K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 18,234 | $473K | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 1,077,593 | $35M | 5.8% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 981,176 | $28M | 4.6% | 2025-Q4 stale |
| FIL Ltd | 289,475 | $9M | 1.6% | 2025-Q3 stale |
| OBERWEIS ASSET MANAGEMENT INC/ added | 244,100 | $7M | 1.1% | 2025-Q4 stale |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD trimmed | 66,705 | $2M | 0.3% | 2025-Q2 stale |
| Allspring Global Investments Holdings, LLC trimmed | 63,878 | $2M | 0.3% | 2025-Q1 stale |
| NFJ INVESTMENT GROUP, LLC | 59,097 | $2M | 0.3% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 56,562 | $2M | 0.3% | 2025-Q3 stale |
| QSV Equity Investors LLC trimmed | 39,116 | $1M | 0.2% | 2025-Q2 stale |
| Grandeur Peak Global Advisors, LLC added | 38,105 | $1M | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 37,700 | $1M | 0.2% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 32,089 | $1M | 0.2% | 2025-Q3 stale |
| Shellback Capital, LP | 31,450 | $986K | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 28,985 | $940K | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 30,012 | $847K | 0.1% | 2025-Q4 stale |
| Truffle Hound Capital, LLC added | 30,000 | $846K | 0.1% | 2025-Q4 stale |
| Assenagon Asset Management S.A. trimmed | 23,800 | $746K | 0.1% | 2025-Q2 stale |
| STADIUM CAPITAL MANAGEMENT LLC trimmed | 24,009 | $737K | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 22,639 | $735K | 0.1% | 2025-Q3 stale |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 24,364 | $687K | 0.1% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 20,860 | $654K | 0.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 19,003 | $617K | 0.1% | 2025-Q3 stale |
| CastleKnight Management LP | 18,600 | $604K | 0.1% | 2025-Q3 stale |
| LSV ASSET MANAGEMENT trimmed | 18,700 | $586K | 0.1% | 2025-Q2 stale |
| CAPTRUST FINANCIAL ADVISORS added | 19,076 | $585K | 0.1% | 2025-Q1 stale |
| SG Capital Management LLC new | 20,000 | $564K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC added | 19,366 | $546K | 0.1% | 2025-Q4 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.
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.