DaveManuel.com · Institutional Ownership · Who Owns It
MARINEMAX INC (HZO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
185
Reporting holders
$728.1M
Reported value
89.4%
Of shares outstanding
0.2%
Calls
0.6%
Puts
+12
Holder change
Institutions report 19,736,458 shares against 22,086,746 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $116.4M | 3,178,923 | 0.00% | 8q | +4.1%+$4.5M |
| AMERICAN CENTURY COMPANIES INC | $83.3M | 2,275,099 | 0.04% | 31q | +7.3%+$5.7M |
| STATE STREET CORP | $35.1M | 958,459 | 0.00% | 31q | +2.6%+$898.0K |
| DIMENSIONAL FUND ADVISORS LP | $34.1M | 930,530 | 0.01% | 31q | -3.7%-$1.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $32.0M | 873,046 | 0.00% | 2q | +2.1%+$672.7K |
| First Eagle Investment Management, LLC | $27.7M | 756,904 | 0.02% | 7q | +125.2%+$15.4M |
| ROYCE & ASSOCIATES LP | $20.8M | 566,666 | 0.17% | 22q | +13.1%+$2.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $18.6M | 508,014 | 0.00% | 31q | +6.9%+$1.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $18.4M | 503,144 | 0.00% | 2q | +5.5%+$968.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.8M | 486,271 | 0.00% | 31q | -15.4%-$3.2M |
| Invesco Ltd. | $16.9M | 460,372 | 0.00% | 31q | -25.5%-$5.8M |
| Divisadero Street Capital Management, LP | $16.7M | 455,971 | 0.38% | 2q | +178.6%+$10.7M |
| GOLDMAN SACHS GROUP INC | $16.3M | 446,057 | 0.00% | 31q | +15.3%+$2.2M |
| LEVIN CAPITAL STRATEGIES, L.P. | $15.7M | 428,047 | 1.05% | 14q | -29.4%-$6.5M |
| BOOTHBAY FUND MANAGEMENT, LLC | $13.6M | 372,680 | 0.18% | 4q | -56.6%-$17.8M |
| Portolan Capital Management, LLC | $12.6M | 344,358 | 0.47% | new | NEW |
| JPMORGAN CHASE & CO | $10.7M | 289,839 | 0.00% | 31q | +13.8%+$1.3M |
| Shay Capital LLC | $8.6M | 235,148 | 0.55% | 2q | -8.3%-$782.8K |
| Prescott Group Capital Management, L.L.C. | $8.1M | 222,490 | 0.70% | 15q | HELD |
| Simcoe Capital LLC | $8.1M | 221,470 | 4.94% | 3q | +30.0%+$1.9M |
| GAGNON SECURITIES LLC | $7.7M | 211,480 | 1.49% | 4q | -4.1%-$334.3K |
| Interval Partners, LP | $7.7M | 211,415 | 0.20% | 12q | HELD |
| NORTHERN TRUST CORP | $7.6M | 207,781 | 0.00% | 31q | +9.5%+$657.8K |
| Annis Gardner Whiting Capital Advisors, LLC | $6.6M | 180,021 | 0.99% | 5q | HELD |
| MORGAN STANLEY | $6.5M | 176,865 | 0.00% | 35q | -18.9%-$1.5M |
| De Lisle Partners LLP | $6.2M | 168,300 | 0.67% | 10q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.2M | 168,169 | 0.11% | 31q | +5.0%+$292.4K |
| Pacer Advisors, Inc. | $6.1M | 167,777 | 0.02% | 2q | +12.1%+$662.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.3M CALL+PUT | options only | 0.00% | 26q | OPTIONS |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $5.1M | 139,319 | 0.53% | 5q | +40.0%+$1.5M |
| VANGUARD FIDUCIARY TRUST CO | $4.7M | 128,585 | 0.00% | 2q | +0.9%+$42.1K |
| Bank of New York Mellon Corp | $4.5M | 123,846 | 0.00% | 31q | +5.0%+$217.2K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.4M | 121,154 | 0.14% | 29q | -8.0%-$388.0K |
| Round Rock Advisors LLC | $4.4M | 120,030 | 0.57% | 4q | +92.0%+$2.1M |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $4.3M | 117,752 | 1.20% | 17q | -9.3%-$439.8K |
| UBS Group AG | $4.2M | 114,822 | 0.00% | 31q | -3.4%-$149.7K |
| Empowered Funds, LLC | $4.1M | 111,769 | 0.02% | 2q | +7.7%+$292.4K |
| CM Management, LLC | $4.0M | 110,000 | 2.56% | 5q | HELD |
| Soviero Asset Management, LP | $4.0M | 109,439 | 1.69% | 5q | -12.6%-$575.7K |
| RBF Capital, LLC | $3.9M | 106,128 | 0.16% | 14q | -0.7%-$25.7K |
| TWO SIGMA INVESTMENTS, LP | $3.6M | 98,388 | 0.00% | 4q | +36.3%+$960.4K |
| Gagnon Advisors, LLC | $3.6M | 97,242 | 2.26% | 4q | HELD |
| Shellback Capital, LP | $3.6M | 96,978 | 0.31% | 15q | -40.4%-$2.4M |
| PRINCIPAL FINANCIAL GROUP INC | $3.4M | 93,695 | 0.00% | 31q | -0.6%-$19.3K |
| HRT FINANCIAL LP | $3.4M | 93,048 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $3.0M | 81,245 | 0.00% | 6q | +9.9%+$267.7K |
| Concentric Capital Strategies, LP | $3.0M | 81,023 | 0.16% | 2q | +6.7%+$187.2K |
| Nuveen, LLC | $2.9M | 79,528 | 0.00% | 6q | +29.9%+$670.1K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 67,802 | 0.00% | 31q | -55.4%-$3.1M |
| D. E. Shaw & Co., Inc. | $2.5M | 67,082 | 0.00% | 17q | HELD |
| Public Sector Pension Investment Board | $2.4M | 66,556 | 0.01% | 31q | -4.1%-$103.8K |
| SEI INVESTMENTS CO | $2.4M | 64,604 | 0.00% | 31q | -5.2%-$129.5K |
| CenterBook Partners LP | $2.4M | 64,419 | 0.12% | 8q | -82.2%-$10.9M |
| Uniplan Investment Counsel, Inc. | $2.3M | 63,887 | 0.22% | 2q | +50.0%+$780.0K |
| DCF Advisers, LLC | $2.1M | 57,500 | 0.37% | new | NEW |
| RHUMBLINE ADVISERS | $2.1M | 56,388 | 0.00% | 31q | -12.0%-$282.7K |
| Vanguard Global Advisers, LLC | $1.9M | 53,087 | 0.00% | 2q | -2.6%-$52.8K |
| TUDOR INVESTMENT CORP ET AL | $1.9M | 51,434 | 0.00% | 3q | -59.3%-$2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8M | 49,016 | 0.00% | 31q | -3.0%-$55.4K |
| CITADEL ADVISORS LLC | $1.7M | 47,668 | 0.00% | 31q | -14.7%-$300.2K |
| Legal & General Group Plc | $1.6M | 43,206 | 0.00% | 31q | +1.4%+$22.0K |
| Quantinno Capital Management LP | $1.5M | 41,227 | 0.00% | 4q | +32.4%+$369.9K |
| Swiss National Bank | $1.5M | 39,800 | 0.00% | 31q | +2.3%+$33.0K |
| AMERIPRISE FINANCIAL INC | $1.4M | 38,777 | 0.00% | 31q | -4.8%-$72.0K |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 36,650 | 0.00% | 31q | +1.8%+$23.8K |
| SIERRA SUMMIT ADVISORS LLC | $1.3M | 35,220 | 0.14% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $1.2M | 33,811 | 0.00% | 5q | -74.6%-$3.6M |
| Permanent Capital Management, LP | $1.2M | 31,474 | 0.15% | 4q | -1.3%-$14.8K |
| Creative Planning | $1.1M | 30,150 | 0.00% | 2q | +7.3%+$74.7K |
| BARCLAYS PLC | $1.1M | 30,074 | 0.00% | 31q | -60.3%-$1.7M |
| SWS Partners | $1.1M | 29,957 | 0.24% | 7q | +2.5%+$27.1K |
| SummerHaven Investment Management, LLC | $966.5K | 26,393 | 0.52% | 20q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $810.6K | 22,136 | 0.00% | 31q | -58.2%-$1.1M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $774.7K | 21,155 | 0.00% | 31q | +15.0%+$101.3K |
| DEUTSCHE BANK AG\ | $765.5K | 20,904 | 0.00% | 34q | +23.5%+$145.6K |
| PRUDENTIAL FINANCIAL INC | $763.6K | 20,852 | 0.00% | 31q | +1.9%+$13.9K |
| ALLIANCEBERNSTEIN L.P. | $757.7K | 28,000 | 0.00% | 31q | +211.1%+$514.1K |
| Y-Intercept (Hong Kong) Ltd | $708.9K | 19,359 | 0.01% | new | NEW |
| CANADA LIFE ASSURANCE Co | $650.0K | 17,715 | 0.00% | 27q | +2.3%+$14.7K |
| Ameliora Wealth Management Ltd. | $644.5K | 17,600 | 0.19% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $636.5K | 17,380 | 0.00% | 31q | +129.0%+$358.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $599.0K | 16,350 | 0.00% | 11q | +25.7%+$122.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $539.6K | 14,735 | 0.00% | 2q | HELD |
| CITIGROUP INC | $531.4K | 14,511 | 0.00% | 31q | +111.0%+$279.6K |
| OP Asset Management Ltd | $497.7K | 13,590 | 0.01% | new | NEW |
| Thrivent Financial for Lutherans | $466.0K | 12,729 | 0.00% | 31q | -1.6%-$7.7K |
| RENAISSANCE TECHNOLOGIES LLC | $446.8K | 12,200 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $435.4K | 11,889 | 0.00% | 32q | +11.6%+$45.2K |
| Illinois Municipal Retirement Fund | $401.4K | 10,960 | 0.00% | 12q | HELD |
| Bristlecone Value Partners, LLC | $384.5K | 10,500 | 0.31% | 3q | HELD |
| Rafferty Asset Management, LLC | $382.2K | 10,438 | 0.00% | 5q | +21.3%+$67.0K |
| ADVENT CAPITAL MANAGEMENT /DE/ | $380.8K | 10,400 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $371.4K | 10,141 | 0.00% | 5q | +503.3%+$309.8K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $368.0K | 10,061 | 0.00% | 31q | +1.5%+$5.4K |
| Jupiter Topco LLC | $351.1K | 9,577 | 0.00% | new | FIRST |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $338.1K | 9,232 | 0.00% | 9q | +2.2%+$7.2K |
| Mariner, LLC | $334.8K | 9,143 | 0.00% | new | NEW |
| Caprock Group, LLC | $333.5K | 9,108 | 0.01% | 3q | +5.2%+$16.4K |
| GUGGENHEIM CAPITAL LLC | $331.1K | 9,042 | 0.00% | 3q | +19.7%+$54.6K |
| Louisiana State Employees Retirement System | $311.3K | 8,500 | 0.00% | 24q | -1.2%-$3.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-09-21 | 13G | EMMA OMEGA LTDwith 3 co-filers | 6.1% |
| 2026-09-21 | 13D/A | Renata Kellnerova INDIVIDUALwith 3 co-filers | 0.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-10 | 2026-08-09 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $28.6M | 572,899 | 15 | 7 | 10 | 0.0% |
| Q2 2026 | 185 | $728.1M | 19,736,458 | 33 | 62 | 54 | 0.8% |
| Q1 2026 | 173 | $532.9M | 19,610,786 | 24 | 56 | 54 | 0.5% |
| Q4 2025 | 166 | $503.2M | 20,661,201 | 12 | 56 | 61 | 0.5% |
| Q3 2025 | 172 | $530.5M | 20,771,102 | 27 | 48 | 59 | 0.8% |
| Q2 2025 | 159 | $506.4M | 20,081,879 | 25 | 48 | 59 | 0.3% |
| Q1 2025 | 151 | $431.6M | 19,963,349 | 19 | 56 | 47 | 0.5% |
| Q4 2024 | 159 | $560.9M | 19,059,047 | 19 | 53 | 51 | 1.6% |
| Q3 2024 | 168 | $671.2M | 18,803,313 | 32 | 49 | 54 | 1.2% |
| Q2 2024 | 150 | $608.0M | 18,336,641 | 20 | 52 | 49 | 2.4% |
| Q1 2024 | 167 | $681.5M | 19,599,208 | 26 | 52 | 55 | 4.4% |
| Q4 2023 | 171 | $758.5M | 18,737,428 | 24 | 43 | 59 | 3.9% |
| Q3 2023 | 171 | $682.9M | 18,765,446 | 17 | 44 | 67 | 9.8% |
| Q2 2023 | 173 | $788.0M | 19,389,863 | 29 | 40 | 67 | 16.0% |
| Q1 2023 | 171 | $715.8M | 20,517,658 | 26 | 48 | 55 | 17.6% |
| Q4 2022 | 209 | $673.9M | 20,593,673 | 38 | 59 | 67 | 4.6% |
| Q3 2022 | 194 | $674.8M | 22,348,192 | 24 | 61 | 67 | 1.3% |
| Q2 2022 | 210 | $863.1M | 23,598,712 | 25 | 70 | 75 | 1.2% |
| Q1 2022 | 227 | $996.5M | 24,424,426 | 33 | 84 | 70 | 1.2% |
| Q4 2021 | 235 | $1.6B | 27,395,984 | 34 | 62 | 77 | 0.9% |
| Q3 2021 | 224 | $1.6B | 31,608,747 | 30 | 58 | 84 | 1.1% |
| Q2 2021 | 218 | $1.6B | 31,506,761 | 34 | 69 | 69 | 1.8% |
| Q1 2021 | 211 | $1.5B | 30,674,908 | 56 | 54 | 74 | 1.5% |
| Q4 2020 | 185 | $1.0B | 28,463,952 | 29 | 57 | 68 | 1.4% |
| Q3 2020 | 189 | $747.2M | 28,698,719 | 60 | 52 | 55 | 1.4% |
| Q2 2020 | 150 | $692.7M | 30,588,745 | 38 | 42 | 51 | 1.2% |
| Q1 2020 | 128 | $397.0M | 38,312,254 | 22 | 41 | 36 | 0.0% |
| Q4 2019 | 127 | $474.2M | 28,401,165 | 17 | 31 | 52 | 0.0% |
| Q3 2019 | 132 | $1.3B | 84,609,015 | 15 | 34 | 54 | 0.1% |
| Q2 2019 | 134 | $1.6B | 98,202,252 | 18 | 42 | 34 | 0.3% |
| Q1 2019 | 162 | $654.7M | 33,942,715 | 21 | 53 | 43 | 0.7% |
| Q4 2018 | 164 | $620.5M | 33,848,494 | 4 | 1 | 3 | 0.1% |