Malibu Boats Ownership 2024 | Who Owns Malibu Boats Now?
Institutional Ownership
92.77%
Insider Ownership
3.67%
Retail Ownership
3.57%
Institutional Holders
168.00
Malibu Boats Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.50% | 0.00% | 1,734,389 | 149,074 | 9.40% | 60,772,992 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 8.08% | 0.01% | 1,649,000 | - | - | 57,780,960 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 7.25% | 0.18% | 1,478,316 | 1,478,316 | 100.00% | 51,800,193 | Jun 30, 2024 |
| COOKE & BIELER LP | 6.62% | 0.46% | 1,350,283 | 1,807 | 0.13% | 47,313,916 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.09% | 0.00% | 1,241,343 | 51,907 | 4.36% | 43,496,659 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.55% | 0.01% | 1,131,877 | 111,699 | 10.95% | 39,660,838 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 4.70% | 0.04% | 957,788 | -497,900 | -34.20% | 33,561,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.14% | 0.03% | 843,605 | 409,574 | 94.37% | 29,559,919 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 3.32% | 0.01% | 676,979 | -448,966 | -39.87% | 23,721,344 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 3.18% | 0.08% | 648,920 | 131,967 | 25.53% | 22,738,157 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.84% | 0.00% | 579,589 | 404,341 | 230.72% | 20,308,799 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.61% | 0.00% | 532,301 | 26,110 | 5.16% | 18,655,682 | Jun 30, 2024 |
| STATE STREET CORP | 2.27% | 0.00% | 462,135 | 4,873 | 1.07% | 16,193,210,000 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.77% | 0.04% | 361,574 | 48,843 | 15.62% | 12,670,000 | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.70% | 0.08% | 347,539 | 820 | 0.24% | 12,177,767 | Jun 30, 2024 |
| FIL LTD | 1.66% | 0.01% | 339,475 | -110,000 | -24.47% | 11,895,204 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.47% | 0.00% | 300,657 | -52,133 | -14.78% | 10,535,020 | Jun 30, 2024 |
| MORGAN STANLEY | 0.97% | 0.00% | 197,288 | 64,195 | 48.23% | 6,912,981 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.93% | 0.00% | 188,951 | -3,507 | -1.82% | 6,620,843 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.92% | 0.00% | 187,861 | -22,238 | -10.58% | 6,582,649 | Jun 30, 2024 |
Malibu Boats's largest institutional shareholder is BLACKROCK INC., holding 8.50% of the company's total share outstanding, currently valued at $60.77M. The top 10 institutional shareholders own together 57.42% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QSV EQUITY INVESTORS LLC | 0.19% | 1.45% | 39,522 | 13,218 | 50.25% | 1,384,851 | Jun 30, 2024 |
| LODGE HILL CAPITAL, LLC | 0.68% | 1.31% | 138,864 | 138,864 | 100.00% | 4,865,795 | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | 0.10% | 0.96% | 21,366 | 5,291 | 32.91% | 748,665 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.49% | 0.77% | 100,369 | - | - | 3,519,439 | Jun 30, 2024 |
| NBW CAPITAL LLC | 0.47% | 0.66% | 94,918 | -1,468 | -1.52% | 3,325,927 | Jun 30, 2024 |
| COOKE & BIELER LP | 6.62% | 0.46% | 1,350,283 | 1,807 | 0.13% | 47,313,916 | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | 0.80% | 0.42% | 162,329 | -90,000 | -35.67% | 5,688,008 | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | 0.28% | 0.29% | 57,903 | 10,991 | 23.43% | 2,028,921 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.39% | 0.24% | 80,058 | 18,648 | 30.37% | 2,805,232 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 7.25% | 0.18% | 1,478,316 | 1,478,316 | 100.00% | 51,800,193 | Jun 30, 2024 |
| KOSS-OLINGER CONSULTING, LLC | 0.24% | 0.16% | 49,909 | 49,909 | 100.00% | 1,749,000 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.19% | 0.14% | 37,882 | - | - | 1,327,385 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.10% | 0.10% | 21,366 | 5,291 | 32.91% | 748,665 | Jun 30, 2024 |
| KENDALL CAPITAL MANAGEMENT | 0.04% | 0.10% | 8,628 | -915 | -9.59% | 302,325 | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.70% | 0.08% | 347,539 | 820 | 0.24% | 12,177,767 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 3.18% | 0.08% | 648,920 | 131,967 | 25.53% | 22,738,157 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.31% | 0.07% | 62,903 | -3,980 | -5.95% | 2,204,122 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.09% | 0.06% | 17,355 | 17,355 | 100.00% | 608,119 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.09% | 0.06% | 17,663 | -11,679 | -39.80% | 618,912 | Jun 30, 2024 |
| HOMESTEAD ADVISERS CORP | 0.30% | 0.05% | 61,500 | -1,079 | -1.72% | 2,154,960 | Jun 30, 2024 |
The largest Malibu Boats shareholder by % of total assets is QSV EQUITY INVESTORS LLC. The company owns 39.52K shares of Malibu Boats (MBUU), representing 1.45% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 7.25% | 0.18% | 1,478,316 | 1,478,316 | 100.00% | 51,800,193 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.14% | 0.03% | 843,605 | 409,574 | 94.37% | 29,559,919 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.84% | 0.00% | 579,589 | 404,341 | 230.72% | 20,308,799 | Jun 30, 2024 |
| BLACKROCK INC. | 8.50% | 0.00% | 1,734,389 | 149,074 | 9.40% | 60,772,992 | Jun 30, 2024 |
| LODGE HILL CAPITAL, LLC | 0.68% | 1.31% | 138,864 | 138,864 | 100.00% | 4,865,795 | Jun 30, 2024 |
| UBS GROUP AG | 0.78% | 0.00% | 158,274 | 134,416 | 563.40% | 5,545,921 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 3.18% | 0.08% | 648,920 | 131,967 | 25.53% | 22,738,157 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.55% | 0.01% | 1,131,877 | 111,699 | 10.95% | 39,660,838 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.51% | 0.01% | 104,651 | 104,651 | 100.00% | 3,666,971 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.87% | 0.01% | 176,858 | 79,419 | 81.51% | 6,197,104 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.89% | 0.00% | 182,037 | 64,602 | 55.01% | 6,378,577 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.43% | 0.00% | 88,294 | 64,297 | 267.94% | 3,093,822 | Jun 30, 2024 |
| MORGAN STANLEY | 0.97% | 0.00% | 197,288 | 64,195 | 48.23% | 6,912,981 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.09% | 0.00% | 1,241,343 | 51,907 | 4.36% | 43,496,659 | Jun 30, 2024 |
| KOSS-OLINGER CONSULTING, LLC | 0.24% | 0.16% | 49,909 | 49,909 | 100.00% | 1,749,000 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.77% | 0.04% | 361,574 | 48,843 | 15.62% | 12,670,000 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.18% | 0.01% | 37,111 | 29,458 | 384.92% | 1,300,369 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.61% | 0.00% | 532,301 | 26,110 | 5.16% | 18,655,682 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.41% | 0.00% | 83,160 | 25,164 | 43.39% | 2,913,927 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 37,074 | 24,152 | 186.91% | 1,299,073 | Jun 30, 2024 |
As of Jun 30 2024, Malibu Boats's largest institutional buyer is PZENA INVESTMENT MANAGEMENT LLC. The company purchased 1.48M stocks of MBUU, valued at $51.80M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 0.34% | 0.00% | 68,494 | -559,438 | -89.09% | 2,400,030 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 4.70% | 0.04% | 957,788 | -497,900 | -34.20% | 33,561,000 | Jun 30, 2024 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | - | - | - | -475,049 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 3.32% | 0.01% | 676,979 | -448,966 | -39.87% | 23,721,344 | Jun 30, 2024 |
| BESSEMER GROUP INC | - | - | - | -307,486 | -100.00% | - | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | - | - | - | -247,504 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -160,246 | -100.00% | - | Jun 30, 2024 |
| FIL LTD | 1.66% | 0.01% | 339,475 | -110,000 | -24.47% | 11,895,204 | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | 0.80% | 0.42% | 162,329 | -90,000 | -35.67% | 5,688,008 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.51% | 0.01% | 103,800 | -86,001 | -45.31% | 3,637,152 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.09% | 0.00% | 18,172 | -69,898 | -79.37% | 636,746 | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.60% | 0.00% | 121,564 | -55,507 | -31.35% | 4,259,603 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.47% | 0.00% | 300,657 | -52,133 | -14.78% | 10,535,020 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.13% | 0.00% | 25,491 | -51,274 | -66.79% | 893,246,000 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | - | - | - | -23,283 | -100.00% | - | Jun 30, 2024 |
| VELA INVESTMENT MANAGEMENT, LLC | - | - | - | -23,070 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.92% | 0.00% | 187,861 | -22,238 | -10.58% | 6,582,649 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -21,831 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -21,084 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Malibu Boats's biggest institutional seller is INVESCO LTD.. The company sold -0.56M shares of MBUU, valued at $2.40M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 7.25% | 0.18% | 1,478,316 | 1,478,316 | 100.00% | 51,800,193 | Jun 30, 2024 |
| LODGE HILL CAPITAL, LLC | 0.68% | 1.31% | 138,864 | 138,864 | 100.00% | 4,865,795 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.51% | 0.01% | 104,651 | 104,651 | 100.00% | 3,666,971 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.11% | 0.00% | 22,600 | 22,600 | 100.00% | 791,904 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.09% | 0.06% | 17,355 | 17,355 | 100.00% | 608,119 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.08% | 0.00% | 17,200 | 17,200 | 100.00% | 602,688 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.07% | 0.00% | 14,144 | 14,144 | 100.00% | 495,606 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.07% | 0.01% | 13,265 | 13,265 | 100.00% | 464,806 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.06% | 0.02% | 11,790 | 11,790 | 100.00% | 413,122 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 10,903 | 10,903 | 100.00% | 382,041 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 9,762 | 9,762 | 100.00% | 342,060 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.03% | 0.00% | 6,975 | 6,975 | 100.00% | 244,404 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.03% | 0.00% | 6,119 | 6,119 | 100.00% | 214,410 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.01% | 0.00% | 1,697 | 1,697 | 100.00% | 59,463 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 345 | 345 | 100.00% | 12,089 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.01% | 303 | 303 | 100.00% | 11,000 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 226 | 226 | 100.00% | 8,000 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 129 | 129 | 100.00% | 4,520 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 42 | 42 | 100.00% | 1,472 | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 41 | 41 | 100.00% | 1,437 | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | 0.00% | 0.00% | 35 | 35 | 100.00% | 1,000 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 23 | 23 | 100.00% | 806 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.00% | - | 11 | 11 | 100.00% | 416 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 5 | 5 | 100.00% | 175 | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | 3 | 3 | 100.00% | 105 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | 3 | 3 | 100.00% | 105 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | - | - | 2 | 2 | 100.00% | 70 | Jun 30, 2024 |
Malibu Boats's largest new institutional shareholder by number of shares is PZENA INVESTMENT MANAGEMENT LLC, purchased 1.48M shares, valued at $51.80M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOUTHERNSUN ASSET MANAGEMENT, LLC | - | - | - | -475,049 | -100.00% | - | Jun 30, 2024 |
| BESSEMER GROUP INC | - | - | - | -307,486 | -100.00% | - | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | - | - | - | -247,504 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -160,246 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | - | - | - | -23,283 | -100.00% | - | Jun 30, 2024 |
| VELA INVESTMENT MANAGEMENT, LLC | - | - | - | -23,070 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -21,831 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -21,084 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -19,559 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -15,655 | -100.00% | - | Jun 30, 2024 |
| PAX FINANCIAL GROUP, LLC | - | - | - | -13,375 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -13,173 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -10,027 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -8,833 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -7,958 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -7,700 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -7,602 | -100.00% | - | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | - | - | - | -7,018 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -6,568 | -100.00% | - | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | - | - | - | -5,816 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -5,785 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -5,631 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -5,527 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -5,467 | -100.00% | - | Jun 30, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | - | - | - | -5,188 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -5,100 | -100.00% | - | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | - | - | - | -4,900 | -100.00% | - | Jun 30, 2024 |
| HOWE & RUSLING INC | - | - | - | -4,676 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -4,611 | -100.00% | - | Jun 30, 2024 |
| NEW VERNON CAPITAL HOLDINGS II LLC | - | - | - | -4,518 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -4,185 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -2,837 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -1,937 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -1,895 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,146 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -372 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -211 | -100.00% | - | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Malibu Boats's largest sold out institutional shareholder by shares sold is SOUTHERNSUN ASSET MANAGEMENT, LLC, sold -0.48M shares, valued at -, as of undefined.
Malibu Boats Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.69% | 641,418 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.16% | 128,954 | -11,472 | -8.17% | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.14% | 137,102 | 57,160 | 71.50% | Feb 29, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.13% | 9,248 | -1,601 | -14.76% | Sep 30, 2022 |
| ROYCE CAPITAL FUND | 0.11% | 39,618 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.07% | 26,055 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 74,723 | - | - | Feb 29, 2024 |
| MFS SERIES TRUST I | 0.03% | 668,077 | - | - | Feb 29, 2024 |
| MERIDIAN FUND INC | 0.03% | 70,694 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 14,916 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.03% | 585,000 | -365,000 | -38.42% | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.03% | 27,900 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 15,138 | - | - | Feb 29, 2024 |
| SMALLCAP WORLD FUND INC | 0.02% | 1,649,000 | - | - | Mar 31, 2024 |
| VELA Funds | 0.02% | 7,400 | -16,785 | -69.40% | Dec 31, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 17,686 | -938 | -5.04% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.02% | 4,639 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 72,969 | 3,108 | 4.45% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,077,153 | -4,376 | -0.40% | Feb 29, 2024 |
| AMG Funds I | 0.02% | 33,158 | - | - | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.02% | 1,875 | - | - | Sep 30, 2020 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) | 0.01% | 457,400 | 74,011 | 19.30% | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 56,191 | 27,654 | 96.91% | Jan 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 41,000 | - | - | Dec 31, 2023 |
| HOMESTEAD FUNDS INC | 0.01% | 61,500 | -26,600 | -30.19% | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 57,573 | - | - | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.01% | 8,254 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.01% | 3,899 | - | - | Apr 30, 2021 |
| Federated Hermes MDT Series | 0.01% | 18,023 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 36,216 | -833 | -2.25% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 52,300 | 13,800 | 35.84% | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,950 | -162 | -5.21% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 947 | - | - | Mar 28, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 60,348 | -45,124 | -42.78% | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 283,609 | -10,763 | -3.66% | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 382,870 | -21,895 | -5.41% | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 9,935 | - | - | Mar 31, 2024 |
| World Funds Trust | 0.00% | 47,022 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 26,325 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 390,592 | 57,668 | 17.32% | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 101,131 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.00% | 82,650 | 31,320 | 61.02% | Mar 31, 2024 |
| FORUM FUNDS | 0.00% | 7,285 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 3,667 | - | - | Mar 28, 2024 |
| Bernstein Fund Inc | 0.00% | 27,208 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 688 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 26,904 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 6,769 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 46,624 | 11,518 | 32.81% | Mar 31, 2024 |
| Vericimetry Funds | 0.00% | 245 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.00% | 17,900 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 62,886 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.00% | 9,407 | -231 | -2.40% | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 8,117 | 124 | 1.55% | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.00% | 5,758 | -409 | -6.63% | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 11,893 | - | - | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 9,054 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 900,775 | -310,309 | -25.62% | Mar 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 91,880 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 6,564 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 4,540 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 63,711 | -186 | -0.29% | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 5,300 | - | - | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 219,090 | 31,165 | 16.58% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 3,600 | - | - | Mar 28, 2024 |
| Securian Funds Trust | 0.00% | 14,940 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 5,607 | -3,081 | -35.46% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 56,234 | -27,250 | -32.64% | Jan 31, 2024 |
| AB CAP FUND, INC. | 0.00% | 44,787 | - | - | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 14,850 | - | - | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 7,264 | -1,056 | -12.69% | Mar 31, 2020 |
| MML SERIES INVESTMENT FUND | 0.00% | 12,246 | -181 | -1.46% | Dec 31, 2023 |
| Ivy Variable Insurance Portfolios | 0.00% | 27,081 | -1,422 | -4.99% | Mar 28, 2024 |
| LORD ABBETT SERIES FUND INC | 0.00% | 77,810 | 60,594 | 351.96% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 64,997 | -2,611 | -3.86% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 194,209 | -1,022 | -0.52% | Feb 29, 2024 |
| FORUM FUNDS II | 0.00% | 900 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 5,967 | - | - | Aug 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 4,113 | -167 | -3.90% | Mar 31, 2024 |
| AMG FUNDS | 0.00% | 23,000 | - | - | Mar 28, 2024 |
| TIMOTHY PLAN | 0.00% | 3,639 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 786,476 | 143,927 | 22.40% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,021 | - | - | Mar 31, 2024 |
| Homestead Funds Trust | 0.00% | 1,079 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 851 | -260 | -23.40% | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 13,313 | 2,912 | 28.00% | Jan 31, 2024 |
| SSGA FUNDS | 0.00% | 272 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 6,741 | 3,766 | 126.59% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 237,292 | 20,528 | 9.47% | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 48,727 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 19,500 | - | - | Mar 28, 2024 |
| ALPS ETF Trust | 0.00% | 5,485 | - | - | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 7,278 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 7,323 | 2,793 | 61.66% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 9,248 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 636 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 754 | - | - | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 7,438 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 10,856 | -3,406 | -23.88% | Mar 31, 2024 |
| DELAWARE GROUP FOUNDATION FUNDS | 0.00% | 1,747 | -26 | -1.47% | Dec 30, 2022 |
Malibu Boats's largest mutual fund holder by % of total assets is "LORD ABBETT DEVELOPING GROWTH FUND, INC.", owning 641.42K shares, compromising 0.69% of its total assets.
Malibu Boats Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 168 | -10.64% |
| 31 Mar, 24 | 188 | 3.30% |
| 31 Dec, 23 | 182 | -1.62% |
| 30 Sep, 23 | 185 | -6.09% |
| 30 Jun, 23 | 197 | 5.35% |
| 31 Mar, 23 | 187 | -1.58% |
| 31 Dec, 22 | 190 | 1.06% |
| 30 Sep, 22 | 188 | -5.05% |
| 30 Jun, 22 | 198 | 0.51% |
| 31 Mar, 22 | 197 | -3.90% |
| 31 Dec, 21 | 205 | -3.30% |
| 30 Sep, 21 | 212 | 8.16% |
| 30 Jun, 21 | 196 | -2.00% |
| 31 Mar, 21 | 200 | 2.56% |
| 31 Dec, 20 | 195 | 4.28% |
| 30 Sep, 20 | 187 | 8.09% |
| 30 Jun, 20 | 173 | 12.34% |
| 31 Mar, 20 | 154 | 1.32% |
| 31 Dec, 19 | 152 | 1.33% |
| 30 Sep, 19 | 150 | -10.18% |
| 30 Jun, 19 | 167 | -2.91% |
| 31 Mar, 19 | 172 | 8.18% |
| 31 Dec, 18 | 159 | -1.24% |
| 30 Sep, 18 | 161 | - |
| 30 Jun, 18 | 161 | 17.52% |
| 31 Mar, 18 | 137 | -2.84% |
| 31 Dec, 17 | 141 | 2.92% |
| 30 Sep, 17 | 137 | 13.22% |
| 30 Jun, 17 | 121 | 4.31% |
| 31 Mar, 17 | 116 | 16.00% |
| 31 Dec, 16 | 100 | 4.17% |
| 30 Sep, 16 | 96 | 4.35% |
| 30 Jun, 16 | 92 | -2.13% |
| 31 Mar, 16 | 94 | 5.62% |
| 31 Dec, 15 | 89 | -13.59% |
| 30 Sep, 15 | 103 | -6.36% |
| 30 Jun, 15 | 110 | 27.91% |
| 31 Mar, 15 | 86 | 14.67% |
| 31 Dec, 14 | 75 | -6.25% |
| 30 Sep, 14 | 80 | 23.08% |
| 30 Jun, 14 | 65 | 14.04% |
| 31 Mar, 14 | 57 | - |
As of 30 Jun 24, 168 institutions are holding Malibu Boats's shares, representing a decrease of -10.64% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 18,923,463 | -0.44% |
| 31 Mar, 24 | 19,007,367 | 0.40% |
| 31 Dec, 23 | 18,931,042 | 0.41% |
| 30 Sep, 23 | 18,853,088 | 0.11% |
| 30 Jun, 23 | 18,833,066 | 0.01% |
| 31 Mar, 23 | 18,831,063 | 0.87% |
| 31 Dec, 22 | 18,669,404 | -1.64% |
| 30 Sep, 22 | 18,981,069 | -1.71% |
| 30 Jun, 22 | 19,312,193 | 0.69% |
| 31 Mar, 22 | 19,180,416 | -0.75% |
| 31 Dec, 21 | 19,324,401 | -0.70% |
| 30 Sep, 21 | 19,460,150 | -2.40% |
| 30 Jun, 21 | 19,938,177 | -2.88% |
| 31 Mar, 21 | 20,528,646 | -1.09% |
| 31 Dec, 20 | 20,754,670 | 2.88% |
| 30 Sep, 20 | 20,173,128 | 0.26% |
| 30 Jun, 20 | 20,121,676 | -6.87% |
| 31 Mar, 20 | 21,605,999 | 6.59% |
| 31 Dec, 19 | 20,269,643 | 2.32% |
| 30 Sep, 19 | 19,809,301 | -4.67% |
| 30 Jun, 19 | 20,778,718 | 0.20% |
| 31 Mar, 19 | 20,737,505 | -0.02% |
| 31 Dec, 18 | 20,741,069 | 4.48% |
| 30 Sep, 18 | 19,851,151 | -1.64% |
| 30 Jun, 18 | 20,181,475 | -2.52% |
| 31 Mar, 18 | 20,703,949 | -0.08% |
| 31 Dec, 17 | 20,720,182 | 1.59% |
| 30 Sep, 17 | 20,396,664 | 11.51% |
| 30 Jun, 17 | 18,290,967 | 3.46% |
| 31 Mar, 17 | 17,678,739 | 4.21% |
| 31 Dec, 16 | 16,965,014 | 2.87% |
| 30 Sep, 16 | 16,491,083 | -0.59% |
| 30 Jun, 16 | 16,589,619 | -1.08% |
| 31 Mar, 16 | 16,771,309 | -0.88% |
| 31 Dec, 15 | 16,920,446 | -2.34% |
| 30 Sep, 15 | 17,326,584 | 1.50% |
| 30 Jun, 15 | 17,070,056 | 10.50% |
| 31 Mar, 15 | 15,448,698 | 1.65% |
| 31 Dec, 14 | 15,198,086 | 3.94% |
| 30 Sep, 14 | 14,621,313 | 34.26% |
| 30 Jun, 14 | 10,890,555 | 2.36% |
| 31 Mar, 14 | 10,639,652 | - |
Malibu Boats (MBUU) has 18.92M shares outstanding as of 30 Jun 24, down -0.44% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 92.77% | 1.07% |
| 31 Mar, 24 | 93.28% | 1.08% |
| 31 Dec, 23 | 92.91% | 1.10% |
| 30 Sep, 23 | 91.96% | 1.09% |
| 30 Jun, 23 | 91.72% | 1.09% |
| 31 Mar, 23 | 91.71% | 1.10% |
| 31 Dec, 22 | 91.50% | 1.06% |
| 30 Sep, 22 | 92.77% | 1.07% |
| 30 Jun, 22 | 93.07% | 1.09% |
| 31 Mar, 22 | 92.31% | 1.08% |
| 31 Dec, 21 | 92.46% | 1.06% |
| 30 Sep, 21 | 93.33% | 1.02% |
| 30 Jun, 21 | 95.65% | 0.98% |
| 31 Mar, 21 | 98.70% | 0.98% |
| 31 Dec, 20 | 100.18% | 1.05% |
| 30 Sep, 20 | 97.68% | 1.02% |
| 30 Jun, 20 | 97.68% | 0.89% |
| 31 Mar, 20 | 104.73% | 1.08% |
| 31 Dec, 19 | 98.44% | 1.09% |
| 30 Sep, 19 | 95.10% | 0.96% |
| 30 Jun, 19 | 99.74% | 1.01% |
| 31 Mar, 19 | 99.22% | 1.01% |
| 31 Dec, 18 | 99.36% | 1.07% |
| 30 Sep, 18 | 96.18% | 1.00% |
| 30 Jun, 18 | 98.14% | 0.97% |
| 31 Mar, 18 | 100.78% | 0.98% |
| 31 Dec, 17 | 101.42% | 0.90% |
| 30 Sep, 17 | 106.35% | 1.02% |
| 30 Jun, 17 | 101.91% | 1.04% |
| 31 Mar, 17 | 98.89% | 1.09% |
| 31 Dec, 16 | 95.38% | 1.10% |
| 30 Sep, 16 | 92.99% | 1.07% |
| 30 Jun, 16 | 93.03% | 1.07% |
| 31 Mar, 16 | 93.30% | 1.05% |
| 31 Dec, 15 | 94.07% | 1.01% |
| 30 Sep, 15 | 96.57% | 0.87% |
| 30 Jun, 15 | 105.44% | 1.07% |
| 31 Mar, 15 | 99.35% | 1.04% |
| 31 Dec, 14 | 97.82% | 1.00% |
| 30 Sep, 14 | 98.90% | 1.02% |
| 30 Jun, 14 | 98.43% | 1.06% |
| 31 Mar, 14 | 96.24% | - |
As of 30 Jun 24, Malibu Boats is held by 92.77% institutional shareholders, representing a 1.07% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 94 | -12.15% |
| 31 Mar, 24 | 107 | 27.38% |
| 31 Dec, 23 | 84 | -16.00% |
| 30 Sep, 23 | 100 | 8.70% |
| 30 Jun, 23 | 92 | -3.16% |
| 31 Mar, 23 | 95 | 5.56% |
| 31 Dec, 22 | 90 | 1.12% |
| 30 Sep, 22 | 89 | -7.29% |
| 30 Jun, 22 | 96 | -13.51% |
| 31 Mar, 22 | 111 | 8.82% |
| 31 Dec, 21 | 102 | -10.53% |
| 30 Sep, 21 | 114 | 34.12% |
| 30 Jun, 21 | 85 | -10.53% |
| 31 Mar, 21 | 95 | -9.52% |
| 31 Dec, 20 | 105 | 22.09% |
| 30 Sep, 20 | 86 | 16.22% |
| 30 Jun, 20 | 74 | -3.90% |
| 31 Mar, 20 | 77 | 8.45% |
| 31 Dec, 19 | 71 | -12.35% |
| 30 Sep, 19 | 81 | -18.18% |
| 30 Jun, 19 | 99 | 10.00% |
| 31 Mar, 19 | 90 | 1.12% |
| 31 Dec, 18 | 89 | 34.85% |
| 30 Sep, 18 | 66 | -21.43% |
| 30 Jun, 18 | 84 | 37.70% |
| 31 Mar, 18 | 61 | -14.08% |
| 31 Dec, 17 | 71 | -6.58% |
| 30 Sep, 17 | 76 | 15.15% |
| 30 Jun, 17 | 66 | -9.59% |
| 31 Mar, 17 | 73 | 12.31% |
| 31 Dec, 16 | 65 | 14.04% |
| 30 Sep, 16 | 57 | 18.75% |
| 30 Jun, 16 | 48 | -12.73% |
| 31 Mar, 16 | 55 | 19.57% |
| 31 Dec, 15 | 46 | -28.13% |
| 30 Sep, 15 | 64 | -27.27% |
| 30 Jun, 15 | 88 | 76.00% |
| 31 Mar, 15 | 50 | 11.11% |
| 31 Dec, 14 | 45 | -21.05% |
| 30 Sep, 14 | 57 | 42.50% |
| 30 Jun, 14 | 40 | -29.82% |
| 31 Mar, 14 | 57 | - |
94 institutional shareholders have increased their position in MBUU stock as of 30 Jun 24 compared to 107 in the previous quarter (a -12.15% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | -11.11% |
| 31 Mar, 24 | 45 | -34.78% |
| 31 Dec, 23 | 69 | 35.29% |
| 30 Sep, 23 | 51 | -27.14% |
| 30 Jun, 23 | 70 | 22.81% |
| 31 Mar, 23 | 57 | -14.93% |
| 31 Dec, 22 | 67 | -1.47% |
| 30 Sep, 22 | 68 | 1.49% |
| 30 Jun, 22 | 67 | 28.85% |
| 31 Mar, 22 | 52 | -23.53% |
| 31 Dec, 21 | 68 | 9.68% |
| 30 Sep, 21 | 62 | -21.52% |
| 30 Jun, 21 | 79 | -4.82% |
| 31 Mar, 21 | 83 | 25.76% |
| 31 Dec, 20 | 66 | -9.59% |
| 30 Sep, 20 | 73 | -5.19% |
| 30 Jun, 20 | 77 | 28.33% |
| 31 Mar, 20 | 60 | -1.64% |
| 31 Dec, 19 | 61 | 32.61% |
| 30 Sep, 19 | 46 | -2.13% |
| 30 Jun, 19 | 47 | -17.54% |
| 31 Mar, 19 | 57 | - |
| 31 Dec, 18 | 57 | -20.83% |
| 30 Sep, 18 | 72 | 33.33% |
| 30 Jun, 18 | 54 | -3.57% |
| 31 Mar, 18 | 56 | - |
| 31 Dec, 17 | 56 | 24.44% |
| 30 Sep, 17 | 45 | - |
| 30 Jun, 17 | 45 | 25.00% |
| 31 Mar, 17 | 36 | 16.13% |
| 31 Dec, 16 | 31 | 10.71% |
| 30 Sep, 16 | 28 | -3.45% |
| 30 Jun, 16 | 29 | 7.41% |
| 31 Mar, 16 | 27 | -15.63% |
| 31 Dec, 15 | 32 | 6.67% |
| 30 Sep, 15 | 30 | 150.00% |
| 30 Jun, 15 | 12 | -60.00% |
| 31 Mar, 15 | 30 | 30.43% |
| 31 Dec, 14 | 23 | 27.78% |
| 30 Sep, 14 | 18 | -5.26% |
| 30 Jun, 14 | 19 | - |
| 31 Mar, 14 | - | - |
40 institutional shareholders have reduced their position in MBUU stock as of 30 Jun 24 compared to 45 in the previous quarter (a -11.11% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 168 | -10.64% | 18,923,463 | -0.44% | 92.77% | 1.07% | 94 | -12.15% | 40 | -11.11% |
| 31 Mar, 24 | 188 | 3.30% | 19,007,367 | 0.40% | 93.28% | 1.08% | 107 | 27.38% | 45 | -34.78% |
| 31 Dec, 23 | 182 | -1.62% | 18,931,042 | 0.41% | 92.91% | 1.10% | 84 | -16.00% | 69 | 35.29% |
| 30 Sep, 23 | 185 | -6.09% | 18,853,088 | 0.11% | 91.96% | 1.09% | 100 | 8.70% | 51 | -27.14% |
| 30 Jun, 23 | 197 | 5.35% | 18,833,066 | 0.01% | 91.72% | 1.09% | 92 | -3.16% | 70 | 22.81% |
| 31 Mar, 23 | 187 | -1.58% | 18,831,063 | 0.87% | 91.71% | 1.10% | 95 | 5.56% | 57 | -14.93% |
| 31 Dec, 22 | 190 | 1.06% | 18,669,404 | -1.64% | 91.50% | 1.06% | 90 | 1.12% | 67 | -1.47% |
| 30 Sep, 22 | 188 | -5.05% | 18,981,069 | -1.71% | 92.77% | 1.07% | 89 | -7.29% | 68 | 1.49% |
| 30 Jun, 22 | 198 | 0.51% | 19,312,193 | 0.69% | 93.07% | 1.09% | 96 | -13.51% | 67 | 28.85% |
| 31 Mar, 22 | 197 | -3.90% | 19,180,416 | -0.75% | 92.31% | 1.08% | 111 | 8.82% | 52 | -23.53% |
| 31 Dec, 21 | 205 | -3.30% | 19,324,401 | -0.70% | 92.46% | 1.06% | 102 | -10.53% | 68 | 9.68% |
| 30 Sep, 21 | 212 | 8.16% | 19,460,150 | -2.40% | 93.33% | 1.02% | 114 | 34.12% | 62 | -21.52% |
| 30 Jun, 21 | 196 | -2.00% | 19,938,177 | -2.88% | 95.65% | 0.98% | 85 | -10.53% | 79 | -4.82% |
| 31 Mar, 21 | 200 | 2.56% | 20,528,646 | -1.09% | 98.70% | 0.98% | 95 | -9.52% | 83 | 25.76% |
| 31 Dec, 20 | 195 | 4.28% | 20,754,670 | 2.88% | 100.18% | 1.05% | 105 | 22.09% | 66 | -9.59% |
| 30 Sep, 20 | 187 | 8.09% | 20,173,128 | 0.26% | 97.68% | 1.02% | 86 | 16.22% | 73 | -5.19% |
| 30 Jun, 20 | 173 | 12.34% | 20,121,676 | -6.87% | 97.68% | 0.89% | 74 | -3.90% | 77 | 28.33% |
| 31 Mar, 20 | 154 | 1.32% | 21,605,999 | 6.59% | 104.73% | 1.08% | 77 | 8.45% | 60 | -1.64% |
| 31 Dec, 19 | 152 | 1.33% | 20,269,643 | 2.32% | 98.44% | 1.09% | 71 | -12.35% | 61 | 32.61% |
| 30 Sep, 19 | 150 | -10.18% | 19,809,301 | -4.67% | 95.10% | 0.96% | 81 | -18.18% | 46 | -2.13% |
| 30 Jun, 19 | 167 | -2.91% | 20,778,718 | 0.20% | 99.74% | 1.01% | 99 | 10.00% | 47 | -17.54% |
| 31 Mar, 19 | 172 | 8.18% | 20,737,505 | -0.02% | 99.22% | 1.01% | 90 | 1.12% | 57 | - |
| 31 Dec, 18 | 159 | -1.24% | 20,741,069 | 4.48% | 99.36% | 1.07% | 89 | 34.85% | 57 | -20.83% |
| 30 Sep, 18 | 161 | - | 19,851,151 | -1.64% | 96.18% | 1.00% | 66 | -21.43% | 72 | 33.33% |
| 30 Jun, 18 | 161 | 17.52% | 20,181,475 | -2.52% | 98.14% | 0.97% | 84 | 37.70% | 54 | -3.57% |
| 31 Mar, 18 | 137 | -2.84% | 20,703,949 | -0.08% | 100.78% | 0.98% | 61 | -14.08% | 56 | - |
| 31 Dec, 17 | 141 | 2.92% | 20,720,182 | 1.59% | 101.42% | 0.90% | 71 | -6.58% | 56 | 24.44% |
| 30 Sep, 17 | 137 | 13.22% | 20,396,664 | 11.51% | 106.35% | 1.02% | 76 | 15.15% | 45 | - |
| 30 Jun, 17 | 121 | 4.31% | 18,290,967 | 3.46% | 101.91% | 1.04% | 66 | -9.59% | 45 | 25.00% |
| 31 Mar, 17 | 116 | 16.00% | 17,678,739 | 4.21% | 98.89% | 1.09% | 73 | 12.31% | 36 | 16.13% |
| 31 Dec, 16 | 100 | 4.17% | 16,965,014 | 2.87% | 95.38% | 1.10% | 65 | 14.04% | 31 | 10.71% |
| 30 Sep, 16 | 96 | 4.35% | 16,491,083 | -0.59% | 92.99% | 1.07% | 57 | 18.75% | 28 | -3.45% |
| 30 Jun, 16 | 92 | -2.13% | 16,589,619 | -1.08% | 93.03% | 1.07% | 48 | -12.73% | 29 | 7.41% |
| 31 Mar, 16 | 94 | 5.62% | 16,771,309 | -0.88% | 93.30% | 1.05% | 55 | 19.57% | 27 | -15.63% |
| 31 Dec, 15 | 89 | -13.59% | 16,920,446 | -2.34% | 94.07% | 1.01% | 46 | -28.13% | 32 | 6.67% |
| 30 Sep, 15 | 103 | -6.36% | 17,326,584 | 1.50% | 96.57% | 0.87% | 64 | -27.27% | 30 | 150.00% |
| 30 Jun, 15 | 110 | 27.91% | 17,070,056 | 10.50% | 105.44% | 1.07% | 88 | 76.00% | 12 | -60.00% |
| 31 Mar, 15 | 86 | 14.67% | 15,448,698 | 1.65% | 99.35% | 1.04% | 50 | 11.11% | 30 | 30.43% |
| 31 Dec, 14 | 75 | -6.25% | 15,198,086 | 3.94% | 97.82% | 1.00% | 45 | -21.05% | 23 | 27.78% |
| 30 Sep, 14 | 80 | 23.08% | 14,621,313 | 34.26% | 98.90% | 1.02% | 57 | 42.50% | 18 | -5.26% |
| 30 Jun, 14 | 65 | 14.04% | 10,890,555 | 2.36% | 98.43% | 1.06% | 40 | -29.82% | 19 | - |
| 31 Mar, 14 | 57 | - | 10,639,652 | - | 96.24% | - | 57 | - | - | - |
Malibu Boats Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Malibu Boats's stock was made by Black David Scott on Nov 09 2023, selling 631 shares at $43.40 per share (valued at $27.39K). The last insider buy of MBUU was made by Lanigan Mark W. on May 07 2024, buying 20,000 shares at $33.43 per share (worth $668.60K).
Malibu Boats Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | - | - |
| Q2 2024 | 3 | - | - |
| Q1 2024 | 5 | - | - |
| Q4 2023 | 19 | 19 | 100.00% |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 4 | 6 | 66.67% |
| Q1 2023 | 1 | 3 | 33.33% |
| Q4 2022 | 20 | 15 | 133.33% |
| Q3 2022 | 9 | 3 | 300.00% |
| Q2 2022 | 9 | 11 | 81.82% |
| Q1 2022 | 3 | - | - |
| Q4 2021 | 23 | 33 | 69.70% |
| Q3 2021 | 12 | 3 | 400.00% |
| Q2 2021 | 3 | - | - |
| Q1 2021 | 6 | 18 | 33.33% |
| Q4 2020 | 14 | 12 | 116.67% |
| Q3 2020 | 8 | 8 | 100.00% |
| Q2 2020 | 5 | 5 | 100.00% |
| Q1 2020 | 11 | 7 | 157.14% |
| Q4 2019 | 14 | 15 | 93.33% |
3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Malibu Boats's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 1 | - | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | 5 | 20.00% |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 12 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 14 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | 3 | 2 | 150.00% |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Malibu Boats's stocks.
MBUU Ownership FAQ
Who Owns Malibu Boats?
Malibu Boats is owned by institutional shareholders (92.77%), insiders (3.67%), and public (3.57%). The largest institutional shareholder of Malibu Boats is BLACKROCK INC. (8.50% of total shares) and the top mutual fund owner is LORD ABBETT DEVELOPING GROWTH FUND, INC. (0.69% of total shares).
Who are the major institutional shareholders of Malibu Boats?
Malibu Boats's major institutional shareholders are BLACKROCK INC., CAPITAL WORLD INVESTORS, PZENA INVESTMENT MANAGEMENT LLC, COOKE & BIELER LP, and VANGUARD GROUP INC. The top five shareholders own together 36.54% of the company's share outstanding.
How many Malibu Boats shareholders are there?
As of Jun 2024, there are 168 institutional shareholders of Malibu Boats.
What percentage of Malibu Boats is owned by BLACKROCK INC?
BLACKROCK INC owns 1.73M shares of Malibu Boats, representing 8.50% of the company's total shares outstanding, valued at $60.77M (as of Jun 2024).
What percentage of Malibu Boats is owned by CAPITAL WORLD INVESTORS?
As of Jun 2024, CAPITAL WORLD INVESTORS holds 1.65M shares of Malibu Boats (MBUU), compromising 8.08% of the company, valued at $57.78M.
What percentage of Malibu Boats is owned by PZENA INVESTMENT MANAGEMENT LLC?
PZENA INVESTMENT MANAGEMENT LLC is the third largest holder of Malibu Boats. The company owns 1.48M of the company's shares outstanding (worth $51.8M).