MALIBU BOATS, INC. - Common Stock (MBUU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MBUU on Nasdaq
Shares outstanding
19,050,688
Price per share
$28.21
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
20,326,010
Total reported value
$659,551,192
% of total 13F portfolios
0%
Share change
-11,246
Value change
-$43,112
Number of holders
150
Price from insider filings
$28.21
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MALIBU BOATS, INC. - Common Stock (MBUU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PZENA INVESTMENT MANAGEMENT LLC 9% +15% $48,576,407 +$4,700,519 1,721,957 +11% PZENA INVESTMENT MANAGEMENT LLC 31 Dec 2025
COOKE & BIELER LP 8% $50,105,753 1,544,091 Cooke & Bieler L.P. 30 Sep 2025
MACQUARIE GROUP LTD 5.6% $29,232,018 1,103,095 Macquarie Group Limited 31 Mar 2025
Twin Lions Management LLC 5.5% $27,832,712 1,050,291 TWIN LIONS MANAGEMENT LLC 07 May 2025
Capital World Investors 4.9% $30,818,998 949,738 Capital World Investors 30 Sep 2025
DIMENSIONAL FUND ADVISORS LP 4.8% $25,796,155 914,433 Dimensional Fund Advisors LP 31 Dec 2025

As of 30 Sep 2025, 150 institutional investors reported holding 20,326,010 shares of MALIBU BOATS, INC. - Common Stock (MBUU). This represents 107% of the company’s total 19,050,688 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MALIBU BOATS, INC. - Common Stock (MBUU) together control 93% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PZENA INVESTMENT MANAGEMENT LLC 8.8% 1,680,244 +0.55% 0.18% $54,523,918
COOKE & BIELER LP 8.1% 1,544,091 +12% 0.52% $50,105,753
BlackRock, Inc. 7.7% 1,470,425 -3.1% 0% $47,715,293
WELLINGTON MANAGEMENT GROUP LLP 7% 1,328,549 +5.4% 0.01% $43,111,415
VANGUARD GROUP INC 6.1% 1,155,134 -4.1% 0% $37,484,099
MACQUARIE GROUP LTD 5.7% 1,077,593 -0.44% 0.04% $34,968,000
Twin Lions Management LLC 5.5% 1,052,102 -2.6% 22% $34,140,710
DIMENSIONAL FUND ADVISORS LP 5.2% 982,403 +0.11% 0.01% $31,878,715
Capital World Investors 5% 949,738 -41% 0% $30,818,998
Lodge Hill Capital, LLC 4.6% 885,014 +13% 5.1% $28,718,704
AMERICAN CENTURY COMPANIES INC 2.9% 550,537 -1.9% 0.01% $17,864,926
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2.7% 505,625 +29% 0.09% $16,407,531
Grantham, Mayo, Van Otterloo & Co. LLC 2.6% 495,971 -30% 0.05% $16,094,259
GEODE CAPITAL MANAGEMENT, LLC 2.4% 454,922 -1.1% 0% $14,763,422
STATE STREET CORP 2.4% 449,806 -0.57% 0% $14,596,205
JANUS HENDERSON GROUP PLC 2.2% 415,151 +10% 0.01% $13,471,785
Bank of New York Mellon Corp 2% 376,902 +6.8% 0% $12,230,482
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.8% 344,310 +23% 0% $11,172,860
BANK OF AMERICA CORP /DE/ 1.7% 332,199 -8.1% 0% $10,779,856
AMERIPRISE FINANCIAL INC 1.6% 310,388 +37% 0% $10,072,091
MORGAN STANLEY 1.6% 297,591 +38% 0% $9,656,857
FIL Ltd 1.5% 289,475 0% 0.01% $9,393,464
SCHRODER INVESTMENT MANAGEMENT GROUP 1.4% 271,404 +24% 0.01% $8,792,133
OBERWEIS ASSET MANAGEMENT INC/ 1.3% 238,200 0% 0.3% $7,729,590
FMR LLC 0.93% 176,910 +30% 0% $5,740,716

Institutional Holders of MALIBU BOATS, INC. - Common Stock (MBUU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 739,452 $20,860,824 +$4,720,471 $28.21 12
2025 Q3 20,326,010 $659,551,192 -$43,112 $32.45 150
2025 Q2 20,335,221 $637,506,073 +$7,786,325 $31.34 146
2025 Q1 20,047,645 $614,368,934 +$10,479,209 $30.68 136
2024 Q4 19,725,315 $741,375,303 -$15,955,715 $37.59 148
2024 Q3 19,479,025 $756,112,065 +$18,795,125 $38.81 171
2024 Q2 19,109,843 $669,644,461 -$7,721,574 $35.04 169
2024 Q1 19,112,291 $827,146,538 -$15,549,159 $43.28 178
2023 Q4 136,062 $7,458,919 -$624,948 $54.82 3
2023 Q3 18,852,677 $924,180,189 -$3,162,141 $49.02 175
2023 Q2 18,831,202 $1,104,642,529 -$1,634,876 $58.66 184
2023 Q1 18,830,648 $1,062,833,437 +$8,903,069 $56.45 181
2022 Q4 18,668,915 $995,106,100 +$1,517,419 $53.30 177
2022 Q3 18,744,701 $899,810,804 -$7,251,602 $47.99 174
2022 Q2 19,172,898 $1,010,719,028 +$6,495,481 $52.71 181
2022 Q1 19,151,772 $1,111,709,123 +$124,478 $58.01 176
2021 Q4 19,083,023 $1,312,627,102 -$14,645,627 $68.73 190
2021 Q3 19,460,116 $1,362,197,936 -$33,254,860 $69.98 200
2021 Q2 19,848,537 $1,455,791,571 +$12,149,241 $73.33 183
2021 Q1 20,452,801 $1,629,463,521 -$11,994,019 $79.68 187
2020 Q4 20,711,842 $1,292,997,855 +$27,865,127 $62.44 182
2020 Q3 19,576,281 $969,968,780 +$4,292,631 $49.56 172
2020 Q2 19,401,559 $1,007,881,136 -$33,282,479 $51.95 160
2020 Q1 20,887,377 $601,315,717 +$16,309,084 $28.79 147
2019 Q4 20,269,587 $830,029,961 +$33,773,378 $40.95 146
2019 Q3 19,763,961 $606,320,502 -$44,970,545 $30.68 141
2019 Q2 20,754,362 $805,768,377 +$19,695,108 $38.85 160
2019 Q1 20,720,229 $820,141,678 +$1,113,791 $39.58 165
2018 Q4 19,578,037 $681,308,401 +$25,421,306 $34.80 146
2018 Q3 19,834,790 $1,085,344,809 -$13,368,769 $54.72 147
2018 Q2 20,160,810 $845,584,692 -$18,821,063 $41.94 152
2018 Q1 20,465,712 $679,680,414 +$1,359,895 $33.21 131
2017 Q4 20,474,943 $609,332,688 -$844,906 $29.73 135
2017 Q3 20,260,954 $640,991,651 +$66,370,599 $31.64 132
2017 Q2 18,290,758 $473,173,812 +$18,369,681 $25.87 120
2017 Q1 17,678,529 $396,867,328 +$43,001,207 $22.45 112
2016 Q4 16,880,609 $322,068,355 +$13,340,269 $19.08 96
2016 Q3 16,490,347 $245,704,971 -$1,077,649 $14.90 92
2016 Q2 16,371,910 $197,777,113 -$5,880,787 $12.08 82
2016 Q1 16,731,447 $274,376,602 -$3,050,815 $16.40 89
2015 Q4 15,550,458 $254,219,419 -$179,312 $16.37 86
2015 Q3 17,313,456 $242,040,628 -$1,737,668 $13.98 99
2015 Q2 16,943,156 $340,371,096 +$24,139,639 $20.09 105
2015 Q1 15,437,298 $359,766,328 +$7,055,627 $23.35 85
2014 Q4 14,269,336 $274,518,393 +$6,225,902 $19.27 74
2014 Q3 14,620,975 $270,779,322 +$69,115,438 $18.52 75
2014 Q2 10,890,504 $217,408,555 +$5,107,589 $20.10 64
2014 Q1 10,639,652 $232,304,000 +$230,082,106 $22.22 57