Malibu Boats Ownership | Who Owns Malibu Boats?
Malibu Boats Ownership Summary
Malibu Boats is owned by 35.64% institutional investors, 2.67% insiders, and 61.69% retail investors. Pzena investment management is the largest institutional shareholder, holding 8.69% of MBUU shares. American Funds SMALLCAP World A is the top mutual fund, with 8.46% of its assets in Malibu Boats shares.
MBUU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Malibu Boats | 35.64% | 2.67% | 61.69% |
| Sector | Consumer Cyclical Stocks | 42.53% | 14.10% | 43.38% |
| Industry | Recreational Vehicle (RV) Stocks | 53.83% | 11.76% | 34.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pzena investment management | 1.68M | 8.69% | $54.52M |
| Blackrock | 1.73M | 8.50% | $60.77M |
| Cooke & bieler lp | 1.54M | 7.99% | $50.11M |
| Blackrock funding, inc. /de | 1.47M | 7.61% | $47.72M |
| Wellington management group llp | 1.33M | 6.87% | $43.11M |
| Vanguard group | 1.16M | 5.98% | $37.48M |
| Macquarie group | 1.08M | 5.58% | $34.97M |
| Twin lions management | 1.05M | 5.44% | $34.14M |
| Dimensional fund advisors lp | 982.40K | 5.08% | $31.88M |
| Capital world investors | 949.74K | 4.91% | $30.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Twin lions management | 1.05M | 22.46% | $34.14M |
| Lodge hill capital | 885.01K | 5.13% | $28.72M |
| Meros investment management, lp | 135.09K | 1.87% | $4.38M |
| Dean capital management | 100.28K | 1.27% | $3.25M |
| Villanova investment management | 56.31K | 1.27% | $1.83M |
| Dean investment associates | 121.48K | 0.55% | $3.94M |
| Cooke & bieler lp | 1.54M | 0.52% | $50.11M |
| De lisle partners llp | 116.48K | 0.46% | $3.78M |
| Atom investors lp | 167.65K | 0.41% | $5.44M |
| Oberweis asset management inc/ | 238.20K | 0.30% | $7.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooke & bieler lp | 1.54M | 0.52% | 170.18K |
| Blackrock | 1.73M | 0.00% | 149.07K |
| Fort washington investment advisors inc /oh/ | 505.63K | 0.09% | 112.56K |
| Lodge hill capital | 885.01K | 5.13% | 100.00K |
| Ameriprise financial | 310.39K | 0.00% | 84.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 949.74K | 0.00% | -673.18K |
| Southernsun asset management | - | - | -475.05K |
| Lord, abbett | - | - | -361.57K |
| London co of virginia | - | - | -247.50K |
| Grantham, mayo, van otterloo | 495.97K | 0.05% | -209.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Exoduspoint capital management, lp | 56.56K | 0.02% | 56.56K | $1.84M |
| Arrowstreet capital, limited partnership | 52.59K | 0.00% | 52.59K | $1.71M |
| Gsa capital partners llp | 32.09K | 0.09% | 32.09K | $1.04M |
| Hrt financial lp | 28.98K | 0.00% | 28.98K | $940.00K |
| Squarepoint ops | 22.64K | 0.00% | 22.64K | $734.64K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -1.00 |
| Twin peaks wealth advisors | -2.00 |
| Sandy spring bank | -2.00 |
| Creekmur asset management | -3.00 |
| Trust co of vermont | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 53 | -62.41% | 6,888,242 | -65.25% | 35 | 0.35% | 28 | -59.42% | 10 | -76.74% |
| Jun 30, 2025 | 148 | 5.71% | 20,314,981 | 1.16% | 103 | 0.99% | 70 | 16.67% | 46 | -11.54% |
| Mar 31, 2025 | 138 | -10.39% | 20,062,768 | 1.73% | 102 | 1.03% | 60 | -9.09% | 51 | 4.08% |
| Dec 31, 2024 | 145 | -18.99% | 19,184,431 | -1.53% | 95 | 1.01% | 60 | -31.03% | 48 | -14.29% |
| Sep 30, 2024 | 178 | 1.14% | 19,482,872 | 1.95% | 97 | 1.11% | 87 | -13.00% | 55 | 34.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.62M | 8.46% | - |
| Macquarie Small Cap Core I | 788.76K | 4.10% | - |
| Delaware Small Cap Core I | 679.09K | 3.44% | - |
| Vanguard US Total Market Shares ETF | 616.20K | 3.14% | - |
| Vanguard Total Stock Mkt Idx Inv | 597.90K | 3.12% | -13.25K |
| iShares Russell 2000 ETF | 461.72K | 2.40% | - |
| Avantis US Small Cap Value ETF | 451.96K | 2.35% | - |
| Fort Washington Small Company Equity | 387.29K | 2.02% | -390.00 |
| Small Company Equity - FTWA | 387.68K | 2.00% | -1.45K |
| Janus Henderson Small Cap Value L | 348.95K | 1.82% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2024 | Lanigan Mark W. | - | Buy | $668.60K |
| Feb 22, 2024 | Hooks Michael K. | Executive Chair | Buy | $535.25K |
| Nov 08, 2023 | Black David Scott | Interim CFO | Sell | $27.39K |
| Nov 07, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell | $78.98K |
| Nov 07, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell | $510.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
MBUU Ownership FAQ
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