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Malibu Boats Inc (MBUU)

CUSIP: 56117J100 | NYSE | Consumer Cyclical · Recreational Vehicles | Small Cap | 734 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ATwin Lions Management LLC504,2102.6%Newly reportedJun 30, 2026No 13F filer matched
13G/ANomura Asset Management International Inc.00.0%No shares heldJun 30, 2026No 13F filer matched
13G/ATwin Lions Management LLC504,210
2.6% of class · Jun 30, 2026Newly reported
No 13F filer matched
13G/ANomura Asset Management International Inc.0
0.0% of class · Jun 30, 2026No shares held
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC1,781,732
0.1% of portfolio›$40.8M
Dimensional Fund Advisors LP958,366
0.0% of portfolio›$22.0M
Cooke & Bieler LP950,881
0.3% of portfolio›$21.8M
Fort Washington Investment Advisors Inc865,239
0.1% of portfolio›$19.8M
Bank of New York Mellon Corp86,382
0.0% of portfolio›$2.0M
Villanova Investment Management Co49,634
1.1% of portfolio›$1.1M
Penn Capital Management Company, LLC47,574
0.1% of portfolio›$1.1M
CenterBook Partners LP25,974
0.0% of portfolio›$595.3K
Creative Planning22,636
0.0% of portfolio›$518.8K
US Bancorp \de\17,374
0.0% of portfolio›$398.2K
Hennion & Walsh Asset Management, Inc.10,234
0.0% of portfolio›$234.6K
Y-Intercept (Hong Kong) Ltd9,542
0.0% of portfolio›$218.7K
Citigroup Inc8,989
0.0% of portfolio›$206.0K
Unison Advisors LLC8,744
0.0% of portfolio›$200.4K
Central Pacific Bank - Trust Division5,934
0.0% of portfolio›$136.0K
Simplex Trading, LLC5,059
0.0% of portfolio›$116.0K
State of Alaska, Department of Revenue961
0.0% of portfolio›$22
Nisa Investment Advisors, LLC801
0.0% of portfolio›$18.4K
Versant Capital Management, Inc758
0.0% of portfolio›$17.4K
Gamma Investing LLC538
0.0% of portfolio›$12.3K
Sterling Capital Management LLC381
0.0% of portfolio›$8.7K
Covestor Ltd360
0.0% of portfolio›$8
Fifth Third Bancorp165
0.0% of portfolio›$3.8K
Root Financial Partners, LLC116
0.0% of portfolio›$2.7K
Pension & Wealth Management Advisors, Inc.112
0.0% of portfolio›$2.6K
Parallel Advisors, LLC85
0.0% of portfolio›$1.9K
EverSource Wealth Advisors, LLC70
0.0% of portfolio›$1.6K
Global Trust Asset Management, LLC60
0.0% of portfolio›$1.4K
SJS Investment Consulting Inc.60
0.0% of portfolio›$1.4K
CoreCap Advisors, LLC52
0.0% of portfolio›$1.2K
Farther Finance Advisors, LLC45
0.0% of portfolio›$1.0K
Larson Financial Group LLC40
0.0% of portfolio›$917
Parkside Financial Bank & Trust40
0.0% of portfolio›$917
First Horizon Corp30
0.0% of portfolio›$688
Ascentis Wealth Management, LLC29
0.0% of portfolio›$664
Provenance Wealth Advisors, LLC18
0.0% of portfolio›$413
True Wealth Design, LLC11
0.0% of portfolio›$253
Essential Partners LLC3
0.0% of portfolio›$69
Polaris Financial Partners3
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Pzena Investment Management LLC
1,781,732$40.8M0.1%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
958,366$22.0M0.0%IndexLowAustin, TX2026-11-04
Cooke & Bieler LP
950,881$21.8M0.3%Deep ValueMediumPhiladelphia, PA2026-10-21
Fort Washington Investment Advisors Inc
865,239$19.8M0.1%CoreLowCincinnati, OH2026-10-15
Bank of New York Mellon Corp
86,382$2.0M0.0%CoreLowNew York, NY2026-11-05
Villanova Investment Management Co
49,634$1.1M1.1%Deep ValueMediumWayne, PA2026-11-02
Penn Capital Management Company, LLC
47,574$1.1M0.1%ValueHighPhiladelphia, PA2026-11-04
CenterBook Partners LP
25,974$595.3K0.0%ValueVery HighGreenwich, CT2026-11-02
Creative Planning
22,636$518.8K0.0%IndexVery LowOverland Park, KS2026-11-02
US Bancorp \de\
17,374$398.2K0.0%IndexLowMinneapolis, MN2026-11-05
Hennion & Walsh Asset Management, Inc.
10,234$234.6K0.0%ValueMediumParsippany, NJ2026-10-13
Y-Intercept (Hong Kong) Ltd
9,542$218.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
8,989$206.0K0.0%CoreMediumNew York, NY2026-11-04
Unison Advisors LLC
8,744$200.4K0.0%ETFVery LowProvidence, RI2026-10-29
Central Pacific Bank - Trust Division
5,934$136.0K0.0%CoreMediumHonolulu, HI2026-10-06
Simplex Trading, LLC
5,059$116.0K0.0%CoreVery HighChicago, IL2026-11-04
State of Alaska, Department of Revenue
961$220.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
801$18.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
758$17.4K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
538$12.3K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
381$8.7K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
360$80.0%ValueHighLondon, United Kingdom2026-10-30
Fifth Third Bancorp
165$3.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Root Financial Partners, LLC
116$2.7K0.0%ETFMediumEncinitas, CA2026-10-21
Pension & Wealth Management Advisors, Inc.
112$2.6K0.0%ETFLowWaltham, MA2026-10-16
Parallel Advisors, LLC
85$1.9K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
70$1.6K0.0%CoreMediumBirmingham, AL2026-11-04
Global Trust Asset Management, LLC
60$1.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
SJS Investment Consulting Inc.
60$1.4K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
52$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
45$1.0K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
40$9170.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
40$9170.0%CoreVery LowSaint Louis, MO2026-10-27
First Horizon Corp
30$6880.0%CoreLowMemphis, TN2026-10-26
Ascentis Wealth Management, LLC
29$6640.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
18$4130.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
11$2530.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
3$690.0%ValueMediumRancho Santa Fe, CA2026-10-14
Polaris Financial Partners
3$00.0%GrowthN/AWesterville, OH2026-10-02