Malibu Boats Ownership | Who Owns Malibu Boats?
Malibu Boats Ownership Summary
Malibu Boats is owned by 102.58% institutional investors, 5.07% insiders. Blackrock is the largest institutional shareholder, holding 8.50% of MBUU shares. American Funds SMALLCAP World A is the top mutual fund, with 8.27% of its assets in Malibu Boats shares.
MBUU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Malibu Boats | 102.58% | 5.07% | -7.65% |
| Sector | Consumer Cyclical Stocks | 39.72% | 14.50% | 45.78% |
| Industry | Recreational Vehicle (RV) Stocks | 58.19% | 12.98% | 28.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.73M | 8.50% | $60.77M |
| Capital world investors | 1.62M | 8.10% | $61.01M |
| Blackrock funding, inc. /de | 1.62M | 8.10% | $61.00M |
| Wellington management group llp | 1.53M | 7.66% | $57.65M |
| Pzena investment management | 1.52M | 7.61% | $57.26M |
| Cooke & bieler lp | 1.34M | 6.71% | $50.51M |
| Vanguard group | 1.20M | 5.98% | $45.04M |
| Dimensional fund advisors lp | 1.09M | 5.43% | $40.91M |
| Macquarie group | 939.89K | 4.69% | $35.33M |
| Grantham, mayo, van otterloo | 719.72K | 3.59% | $27.05B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lodge hill capital | 530.51K | 5.50% | $19.94M |
| Stadium capital management | 69.11K | 2.20% | $2.60M |
| Meros investment management, lp | 105.72K | 1.78% | $3.97M |
| Qsv equity investors | 39.52K | 1.43% | $1.49M |
| Dean capital management | 21.37K | 0.96% | $748.66K |
| De lisle partners llp | 107.87K | 0.60% | $4.06M |
| Cooke & bieler lp | 1.34M | 0.49% | $50.51M |
| Dean investment associates | 74.09K | 0.40% | $2.79M |
| Atom investors lp | 78.18K | 0.37% | $2.94M |
| Oberweis asset management inc/ | 166.90K | 0.30% | $6.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 440.83K | 0.00% | 347.14K |
| Lodge hill capital | 530.51K | 5.50% | 226.65K |
| Raymond james financial | 218.71K | 0.00% | 218.71K |
| Schroder investment management group | 186.62K | 0.01% | 186.62K |
| Oberweis asset management inc/ | 166.90K | 0.30% | 166.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manufacturers life insurance company, the | 7.35K | 0.00% | -626.94K |
| Southernsun asset management | - | - | -475.05K |
| Lord, abbett | - | - | -361.57K |
| London co of virginia | - | - | -247.50K |
| Centerbook partners lp | - | - | -160.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 218.71K | 0.00% | 218.71K | $8.22M |
| Schroder investment management group | 186.62K | 0.01% | 186.62K | $6.89M |
| Oberweis asset management inc/ | 166.90K | 0.30% | 166.90K | $6.27M |
| Berkshire asset management llc/pa | 31.95K | 0.06% | 31.95K | $1.22M |
| Engineers gate manager lp | 14.45K | 0.01% | 14.45K | $543.21K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -1.00 |
| Sandy spring bank | -2.00 |
| Parallel advisors | -3.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 173 | -8.47% | 19,090,385 | -0.15% | 93 | 1.06% | 97 | -9.35% | 41 | -8.89% |
| Mar 31, 2024 | 189 | 3.28% | 19,118,617 | 0.40% | 93 | 1.07% | 107 | 27.38% | 45 | -34.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.62M | 8.27% | - |
| Macquarie Small Cap Core I | 788.76K | 4.02% | 24.70K |
| Delaware Small Cap Core I | 679.09K | 3.44% | - |
| Vanguard Total Stock Mkt Idx Inv | 611.15K | 3.16% | - |
| Vanguard US Total Market Shares ETF | 616.20K | 3.14% | - |
| iShares Russell 2000 ETF | 501.00K | 2.61% | 246.00 |
| Avantis US Small Cap Value ETF | 470.01K | 2.45% | - |
| Small Company Equity - FTWA | 387.68K | 2.00% | -1.45K |
| Fort Washington Small Company Equity | 387.68K | 1.97% | -1.45K |
| GMO Small Cap Quality Fund Class VI | 353.71K | 1.84% | 59.51K |
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 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
MBUU Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools