DaveManuel.com · Institutional Ownership · Who Owns It
MALIBU BOATS INC (MBUU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
144
Reporting holders
$499.9M
Reported value
0.3%
Calls
0.9%
Puts
+8
Holder change
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 |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | $49.2M | 1,794,261 | 0.14% | 9q | +5.7%+$2.7M |
| BlackRock, Inc. | $43.9M | 1,599,445 | 0.00% | 8q | +10.6%+$4.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $34.0M | 1,237,871 | 0.01% | 12q | -11.8%-$4.5M |
| COOKE & BIELER LP | $30.3M | 1,103,942 | 0.35% | 31q | -25.8%-$10.6M |
| Lodge Hill Capital, LLC | $25.4M | 926,014 | 4.26% | 9q | +2.3%+$576.0K |
| DIMENSIONAL FUND ADVISORS LP | $25.4M | 924,936 | 0.00% | 31q | -4.4%-$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.0M | 802,377 | 0.00% | 2q | HELD |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $21.5M | 782,462 | 0.11% | 24q | +12.6%+$2.4M |
| AMERICAN CENTURY COMPANIES INC | $18.2M | 662,201 | 0.01% | 31q | +13.8%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $14.4M | 524,052 | 0.00% | 31q | +15.7%+$1.9M |
| Twin Lions Management LLC | $13.8M | 504,210 | 10.84% | 7q | -54.7%-$16.7M |
| STATE STREET CORP | $12.6M | 458,813 | 0.00% | 31q | +3.3%+$407.1K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $10.3M | 375,988 | 0.03% | 2q | -21.0%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.1M | 369,824 | 0.00% | 31q | -8.0%-$878.5K |
| Meros Investment Management, LP | $9.9M | 359,568 | 3.13% | 8q | +67.1%+$4.0M |
| CITADEL ADVISORS LLC | $9.6M incl. $1.9M options CALL+PUT | 280,461 | 0.00% | 31q | +927.9%+$8.7M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $7.3M | 267,286 | 0.02% | 16q | -1.2%-$92.6K |
| BANK OF AMERICA CORP /DE/ | $7.1M | 259,802 | 0.00% | 31q | -24.3%-$2.3M |
| BNP PARIBAS FINANCIAL MARKETS | $6.7M | 244,061 | 0.00% | 31q | +5795.2%+$6.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $6.4M | 234,068 | 0.02% | 3q | +177.0%+$4.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.9M | 213,708 | 0.00% | 2q | +16.2%+$818.1K |
| MORGAN STANLEY | $5.2M | 189,289 | 0.00% | 35q | -33.4%-$2.6M |
| NORTHERN TRUST CORP | $5.1M | 185,569 | 0.00% | 31q | +11.6%+$527.5K |
| GOLDMAN SACHS GROUP INC | $5.0M | 181,648 | 0.00% | 31q | +40.7%+$1.4M |
| FMR LLC | $4.8M | 176,414 | 0.00% | 31q | HELD |
| CenterBook Partners LP | $4.6M | 169,048 | 0.23% | 3q | +254.9%+$3.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.9M | 141,752 | 0.00% | 4q | +481.8%+$3.2M |
| NORGES BANK | $3.8M | 140,300 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.6M | 132,152 | 0.06% | 2q | +3.6%+$126.6K |
| VANGUARD FIDUCIARY TRUST CO | $3.5M | 127,992 | 0.00% | 2q | +4.0%+$136.1K |
| Atom Investors LP | $3.5M | 127,366 | 0.31% | 9q | -45.1%-$2.9M |
| JPMORGAN CHASE & CO | $3.4M | 122,236 | 0.00% | 31q | +403.8%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 123,658 | 0.00% | 7q | -1.9%-$66.1K |
| De Lisle Partners LLP | $3.2M | 116,478 | 0.35% | 10q | HELD |
| XTX Topco Ltd | $2.7M | 98,935 | 0.04% | 3q | +274.5%+$2.0M |
| Empowered Funds, LLC | $2.6M | 94,144 | 0.01% | 2q | +5.1%+$126.1K |
| D. E. Shaw & Co., Inc. | $2.5M | 89,764 | 0.00% | 23q | +162.3%+$1.5M |
| Bank of New York Mellon Corp | $2.4M | 86,914 | 0.00% | 31q | +6.3%+$140.7K |
| Jupiter Topco LLC | $2.2M | 81,292 | 0.00% | new | FIRST |
| MILLENNIUM MANAGEMENT LLC | $2.2M | 79,396 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $2.1M CALL+PUT | options only | 0.00% | 11q | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | 73,036 | 0.00% | 31q | +172.2%+$1.3M |
| Point72 Asset Management, L.P. | $1.9M | 68,967 | 0.00% | new | NEW |
| 1060 Capital, LLC | $1.8M | 64,153 | 2.48% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M incl. $1.2M options PUT | 12,861 | 0.00% | 2q | -55.2%-$2.0M |
| TWO SIGMA INVESTMENTS, LP | $1.4M | 52,275 | 0.00% | 5q | +30.8%+$337.6K |
| Homestead Advisers Corp | $1.3M | 48,200 | 0.03% | 19q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3M | 46,348 | 0.00% | 14q | HELD |
| Villanova Investment Management Co LLC | $1.2M | 45,124 | 1.17% | 9q | +9.5%+$107.3K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.2M | 45,067 | 0.00% | 5q | +12453.5%+$1.2M |
| Nuveen, LLC | $1.2M | 43,548 | 0.00% | 6q | +6.3%+$70.4K |
| Invesco Ltd. | $1.1M | 41,370 | 0.00% | 31q | -1.8%-$21.4K |
| Jump Financial, LLC | $1.1M | 41,019 | 0.01% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 41,010 | 0.00% | 31q | +19.2%+$181.2K |
| UBS Group AG | $1.1M | 40,486 | 0.00% | 31q | -50.2%-$1.1M |
| AMERIPRISE FINANCIAL INC | $1.1M | 39,554 | 0.00% | 31q | -3.3%-$37.2K |
| FRANKLIN RESOURCES INC | $1.1M | 39,537 | 0.00% | 13q | +22.0%+$195.9K |
| Engineers Gate Manager LP | $1.0M | 37,659 | 0.01% | new | NEW |
| Swiss National Bank | $998.5K | 36,400 | 0.00% | 29q | -2.9%-$30.2K |
| TUDOR INVESTMENT CORP ET AL | $994.6K | 36,258 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $980.6K | 35,751 | 0.00% | 31q | +1029.9%+$893.9K |
| CREDIT AGRICOLE S A | $960.0K | 35,000 | 0.00% | 2q | HELD |
| Penn Capital Management Company, LLC | $933.0K | 34,013 | 0.06% | new | NEW |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $888.7K | 32,400 | 0.03% | 7q | -2.3%-$20.6K |
| RHUMBLINE ADVISERS | $736.2K | 26,841 | 0.00% | 31q | +10.1%+$67.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $671.5K | 24,481 | 0.00% | 9q | +50.5%+$225.4K |
| WELLS FARGO & COMPANY/MN | $669.4K | 24,405 | 0.00% | 31q | +70.1%+$275.9K |
| Dynamic Technology Lab Private Ltd | $649.0K | 23,675 | 0.15% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $647.5K | 24,980 | 0.00% | 31q | +13.6%+$77.8K |
| SEI INVESTMENTS CO | $644.3K | 23,490 | 0.00% | 7q | -65.0%-$1.2M |
| Quantinno Capital Management LP | $632.0K | 23,042 | 0.00% | 5q | -21.3%-$171.2K |
| BARCLAYS PLC | $623.3K | 22,723 | 0.00% | 31q | +4.5%+$26.8K |
| Aquatic Capital Management LLC | $619.5K | 22,583 | 0.02% | 3q | +45066.0%+$618.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $608.0K | 22,151 | 0.00% | 25q | +20.2%+$102.1K |
| ENVESTNET ASSET MANAGEMENT INC | $583.3K | 21,265 | 0.00% | 26q | -29.7%-$247.0K |
| Creative Planning | $577.6K | 21,058 | 0.00% | 8q | -19.0%-$135.5K |
| DEUTSCHE BANK AG\ | $567.9K | 20,705 | 0.00% | 34q | +17.8%+$85.9K |
| Jackson Creek Investment Advisors LLC | $492.0K | 17,830 | 0.16% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $484.3K | 17,656 | 0.00% | 31q | -3.2%-$15.9K |
| Balyasny Asset Management L.P. | $481.0K | 17,535 | 0.00% | 4q | -33.9%-$246.6K |
| US BANCORP \DE\ | $478.0K | 17,426 | 0.00% | 25q | +56.3%+$172.1K |
| Campbell & CO Investment Adviser LLC | $448.1K | 16,335 | 0.02% | new | NEW |
| Legal & General Group Plc | $412.1K | 15,023 | 0.00% | 31q | +19.3%+$66.6K |
| Brevan Howard Capital Management LP | $393.8K | 14,358 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $366.5K | 13,360 | 0.00% | 2q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $356.2K | 12,986 | 0.00% | 3q | +15000.0%+$353.8K |
| Cullen Capital Management, LLC | $348.5K | 12,706 | 0.00% | 8q | +14.2%+$43.3K |
| Vanguard Global Advisers, LLC | $344.4K | 12,556 | 0.00% | 2q | +70.6%+$142.5K |
| IMC-Chicago, LLC | $337.4K PUT | options only | 0.00% | new | OPTIONS |
| Squarepoint Ops LLC | $316.4K | 11,534 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $316.0K | 11,521 | 0.00% | 32q | +1.3%+$3.9K |
| CITIGROUP INC | $315.3K | 11,496 | 0.00% | 31q | +158.8%+$193.5K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $304.3K | 11,093 | 0.02% | 2q | -88.7%-$2.4M |
| PRELUDE CAPITAL MANAGEMENT, LLC | $273.1K | 9,957 | 0.02% | new | NEW |
| AXQ CAPITAL, LP | $272.5K | 9,933 | 0.03% | new | NEW |
| SIMPLEX TRADING, LLC | $257.4K incl. $238.6K options CALL+PUT | 683 | 0.00% | 29q | +79.3%+$113.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $253.0K | 9,224 | 0.00% | 9q | +4.9%+$11.8K |
| Unison Advisors LLC | $239.8K | 8,744 | 0.02% | 13q | HELD |
| Hennion & Walsh Asset Management, Inc. | $222.0K | 8,095 | 0.01% | new | NEW |
| Quadrature Capital Ltd | $206.8K | 7,539 | 0.00% | new | NEW |
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 |
|---|---|---|---|
| 2026-10-23 | 13G/A | Cooke & Bieler L.P. | 4.8% |
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 |
|---|---|---|---|
| 2026-08-24 | 2026-08-18 | Directors or officers departed or appointed | 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 | 22 | $42.5M | 1,854,545 | 8 | 5 | 4 | 0.0% |
| Q2 2026 | 144 | $499.9M | 18,007,043 | 29 | 57 | 35 | 1.2% |
| Q1 2026 | 136 | $502.6M | 19,260,985 | 15 | 44 | 46 | 0.6% |
| Q4 2025 | 143 | $552.6M | 19,505,312 | 17 | 46 | 44 | 0.4% |
| Q3 2025 | 157 | $667.0M | 20,337,004 | 27 | 59 | 33 | 1.1% |
| Q2 2025 | 149 | $641.4M | 20,365,961 | 24 | 45 | 42 | 0.4% |
| Q1 2025 | 140 | $618.2M | 20,063,095 | 15 | 41 | 49 | 0.4% |
| Q4 2024 | 155 | $746.2M | 19,731,067 | 13 | 43 | 45 | 0.6% |
| Q3 2024 | 175 | $767.3M | 19,506,601 | 29 | 56 | 51 | 1.3% |
| Q2 2024 | 173 | $700.8M | 19,768,468 | 29 | 62 | 44 | 1.1% |
| Q1 2024 | 184 | $884.8M | 20,108,096 | 35 | 71 | 42 | 1.6% |
| Q4 2023 | 181 | $1.1B | 19,558,715 | 24 | 53 | 65 | 3.1% |
| Q3 2023 | 182 | $937.6M | 18,973,011 | 28 | 72 | 47 | 0.8% |
| Q2 2023 | 193 | $1.1B | 18,951,779 | 22 | 64 | 67 | 0.6% |
| Q1 2023 | 186 | $1.1B | 19,016,002 | 17 | 75 | 51 | 0.7% |
| Q4 2022 | 187 | $1.0B | 18,786,056 | 26 | 55 | 67 | 0.3% |
| Q3 2022 | 179 | $5.1B | 105,048,042 | 24 | 55 | 63 | 0.3% |
| Q2 2022 | 190 | $5.6B | 105,425,584 | 36 | 58 | 62 | 0.2% |
| Q1 2022 | 186 | $4.6B | 79,378,556 | 19 | 80 | 48 | 0.2% |
| Q4 2021 | 197 | $1.9B | 27,000,600 | 19 | 62 | 65 | 0.7% |
| Q3 2021 | 201 | $2.0B | 27,726,707 | 35 | 71 | 57 | 0.8% |
| Q2 2021 | 186 | $1.9B | 26,088,273 | 22 | 58 | 76 | 0.4% |
| Q1 2021 | 192 | $2.5B | 30,691,015 | 25 | 62 | 83 | 0.3% |
| Q4 2020 | 187 | $2.1B | 33,047,670 | 35 | 66 | 59 | 0.2% |
| Q3 2020 | 181 | $1.3B | 26,764,742 | 30 | 47 | 71 | 0.4% |
| Q2 2020 | 167 | $1.4B | 27,054,179 | 36 | 39 | 73 | 0.3% |
| Q1 2020 | 152 | $1.1B | 37,834,750 | 32 | 41 | 59 | 0.0% |
| Q4 2019 | 146 | $1.1B | 27,479,039 | 29 | 38 | 60 | 0.7% |
| Q3 2019 | 140 | $821.7M | 26,722,024 | 25 | 52 | 41 | 0.2% |
| Q2 2019 | 161 | $1.2B | 30,186,919 | 26 | 70 | 37 | 0.2% |
| Q1 2019 | 169 | $1.1B | 27,776,836 | 28 | 55 | 55 | 0.1% |
| Q4 2018 | 154 | $972.7M | 27,896,500 | 3 | 5 | 2 | 0.2% |