Malibu Boats Ownership | Who Owns Malibu Boats?


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Malibu Boats Ownership Summary


Malibu Boats is owned by 95.80% institutional investors, 6.06% insiders. Blackrock is the largest institutional shareholder, holding 8.50% of MBUU shares. American Funds SMALLCAP World A is the top mutual fund, with 8.23% of its assets in Malibu Boats shares.

MBUU Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockMalibu Boats95.80%6.06%-1.86%
SectorConsumer Cyclical Stocks 48.65%12.96%38.39%
IndustryRecreational Vehicle (RV) Stocks52.07%10.98%36.95%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.73M8.50%$60.77M
Capital world investors1.62M8.10%$61.01M
Blackrock funding, inc. /de1.62M8.10%$61.00M
Wellington management group llp1.53M7.66%$57.65M
Pzena investment management1.52M7.61%$57.26M
Cooke & bieler lp1.34M6.71%$50.51M
Vanguard group1.20M5.98%$45.04M
Dimensional fund advisors lp1.09M5.43%$40.91M
Macquarie group939.89K4.69%$35.33M
Grantham, mayo, van otterloo719.72K3.59%$27.05B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lodge hill capital530.51K5.50%$19.94M
Stadium capital management69.11K2.20%$2.60M
Meros investment management, lp105.72K1.78%$3.97M
Qsv equity investors39.52K1.43%$1.49M
Dean capital management21.37K0.96%$748.66K
Tybourne capital management (hk)79.97K0.75%$3.01M
De lisle partners llp107.87K0.60%$4.06M
Cooke & bieler lp1.34M0.49%$50.51M
Dean investment associates74.09K0.40%$2.79M
Atom investors lp78.18K0.37%$2.94M

Top Buyers

HolderShares% AssetsChange
Bank of new york mellon440.83K0.00%347.14K
Lodge hill capital530.51K5.50%226.65K
Raymond james financial218.71K0.00%218.71K
Schroder investment management group186.62K0.01%186.62K
Oberweis asset management inc/166.90K0.30%166.90K

Top Sellers

HolderShares% AssetsChange
Manufacturers life insurance company, the7.35K0.00%-626.94K
Southernsun asset management---475.05K
Lord, abbett---361.57K
London co of virginia---247.50K
Centerbook partners lp---160.25K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial218.71K0.00%218.71K$8.22M
Schroder investment management group186.62K0.01%186.62K$6.89M
Oberweis asset management inc/166.90K0.30%166.90K$6.27M
Tybourne capital management (hk)79.97K0.75%79.97K$3.01M
Berkshire asset management llc/pa31.95K0.06%31.95K$1.22M

Sold Out

HolderChange
Newedge advisors-1.00
Sandy spring bank-2.00
Trust co of vermont-3.00
Parallel advisors-3.00
Nelson, van denburg & campbell wealth management group-4.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024145-18.99%19,184,431-1.53%951.01%60-31.03%48-14.29%
Sep 30, 20241781.14%19,482,8721.95%971.11%87-13.00%5534.15%
Jun 30, 2024173-8.47%19,090,385-0.15%931.06%97-9.35%41-8.89%
Mar 31, 20241893.28%19,118,6170.40%931.07%10727.38%45-34.78%
Dec 31, 2023183-1.61%19,042,2920.41%931.09%84-16.00%6935.29%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A1.62M8.23%-
Macquarie Small Cap Core I679.09K3.46%-
Delaware Small Cap Core I679.09K3.44%-
Vanguard Total Stock Mkt Idx Inv611.15K3.11%-
Avantis US Small Cap Value ETF513.68K2.62%-
iShares Russell 2000 ETF512.09K2.61%-9.96K
Small Company Equity - FTWA389.13K1.98%48.75K
Fort Washington Small Company Equity389.13K1.97%48.75K
Fidelity Small Cap America Sr B339.48K1.72%-
Touchstone Small Company A324.56K1.65%40.95K

Recent Insider Transactions


DateNameRoleActivityValue
May 06, 2024Lanigan Mark W.-Buy$668.60K
Feb 22, 2024Hooks Michael K. Executive ChairBuy$535.25K
Nov 08, 2023Black David Scott Interim CFOSell$27.39K
Nov 07, 2023Anderson Ritchie L. Chief Operating OfficerSell$78.98K
Nov 07, 2023Anderson Ritchie L. Chief Operating OfficerSell$510.79K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q21-
2024 Q11-

MBUU Ownership FAQ


Who Owns Malibu Boats?

Malibu Boats shareholders are primarily institutional investors at 95.80%, followed by 6.06% insiders and -1.86% retail investors. The average institutional ownership in Malibu Boats's industry, Recreational Vehicle (RV) Stocks, is 52.07%, which Malibu Boats exceeds.

Who owns the most shares of Malibu Boats?

Malibu Boats’s largest shareholders are Blackrock (1.73M shares, 8.50%), Capital world investors (1.62M shares, 8.10%), and Blackrock funding, inc. /de (1.62M shares, 8.10%). Together, they hold 24.71% of Malibu Boats’s total shares outstanding.

Does Blackrock own Malibu Boats?

Yes, BlackRock owns 8.50% of Malibu Boats, totaling 1.73M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 60.77M$. In the last quarter, BlackRock increased its holdings by 149.07K shares, a 9.40% change.

Who is Malibu Boats’s biggest shareholder by percentage of total assets invested?

Lodge hill capital is Malibu Boats’s biggest shareholder by percentage of total assets invested, with 5.50% of its assets in 530.51K Malibu Boats shares, valued at 19.94M$.

Who is the top mutual fund holder of Malibu Boats shares?

American Funds SMALLCAP World A is the top mutual fund holder of Malibu Boats shares, with 8.23% of its total shares outstanding invested in 1.62M Malibu Boats shares.

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