Security Snapshot

MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 (MBUU) Institutional Ownership

CUSIP: 56117J100

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

141

Shares (Excl. Options)

17,989,439

Price

$27.43

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-1,182,467
Value change
-$29,555,222
Number of holders
141
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
19,392,692
SEC-reported price per share
$28.00
Insider filing price
$28.00
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MBUU - MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 is tracked under CUSIP 56117J100.
  • 141 institutions reported positions in Q2 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 134 to 141 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $499,312,034 to $493,508,646.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 141 institutions filings for Q2 2026.

Open SEC evidence

Security key

56117J100

Latest holder period

Q2 2026

13F holders

141

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
MBUU
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PZENA INVESTMENT MANAGEMENT LLC 9% +15% $48,576,407 +$4,700,519 1,721,957 +11% PZENA INVESTMENT MANAGEMENT LLC 31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP 6.3% -28% $33,137,807 -$12,052,604 1,237,871 -27% Wellington Management Group LLP 30 Jun 2026
COOKE & BIELER LP 5.6% -30% $29,552,527 -$11,782,789 1,103,942 -29% Cooke & Bieler L.P. 30 Jun 2026
Capital World Investors 4.9% $30,818,998 949,738 Capital World Investors 30 Sep 2025
DIMENSIONAL FUND ADVISORS LP 4.8% $25,796,155 914,433 Dimensional Fund Advisors LP 31 Dec 2025
Twin Lions Management LLC 2.6% -48% $13,497,702 -$14,618,588 504,210 -52% Twin Lions Management LLC 30 Jun 2026

As of 30 Jun 2026, 141 institutional investors reported holding 17,989,439 shares of MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 (MBUU). This represents 93% of the company’s total 19,392,692 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
76%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PZENA INVESTMENT MANAGEMENT LLC 9.3% 1,794,261 +5.7% 0.14% $49,216,579
BlackRock, Inc. 8.2% 1,599,445 +11% 0% $43,872,776
WELLINGTON MANAGEMENT GROUP LLP 6.4% 1,237,871 -12% 0.01% $33,954,802
COOKE & BIELER LP 5.7% 1,103,942 -26% 0.35% $30,281,129
Lodge Hill Capital, LLC 4.8% 926,014 +2.3% 4.3% $25,400,564
DIMENSIONAL FUND ADVISORS LP 4.8% 924,936 -4.4% 0% $25,372,500
VANGUARD CAPITAL MANAGEMENT LLC 4.1% 802,377 +0.5% 0% $22,009,201
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4% 782,462 +13% 0.11% $21,462,933
AMERICAN CENTURY COMPANIES INC 3.4% 662,201 +14% 0.01% $18,164,174
GEODE CAPITAL MANAGEMENT, LLC 2.7% 524,052 +16% 0% $14,376,074
Twin Lions Management LLC 2.6% 504,210 -55% 11% $13,830,480
STATE STREET CORP 2.4% 458,813 +3.3% 0% $12,585,241
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.9% 375,988 -21% 0.03% $10,313,351
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.9% 369,824 -8% 0% $10,144,272
Meros Investment Management, LP 1.9% 359,568 +67% 3.1% $9,862,950
CITADEL ADVISORS LLC 1.4% 280,461 +928% 0% $7,693,045
Grantham, Mayo, Van Otterloo & Co. LLC 1.4% 267,286 -1.2% 0.02% $7,331,655
BANK OF AMERICA CORP /DE/ 1.3% 259,802 -24% 0% $7,126,369
BNP PARIBAS FINANCIAL MARKETS 1.3% 244,061 0% 0% $6,694,593
JACOBS LEVY EQUITY MANAGEMENT, INC 1.2% 234,068 +177% 0.02% $6,420,485
VANGUARD PORTFOLIO MANAGEMENT LLC 1.1% 213,708 +16% 0% $5,862,010
MORGAN STANLEY 0.98% 189,288 -33% 0% $5,192,171
NORTHERN TRUST CORP 0.96% 185,569 +12% 0% $5,090,158
GOLDMAN SACHS GROUP INC 0.94% 181,648 +41% 0% $4,982,604
FMR LLC 0.91% 176,414 +0.03% 0% $4,839,050

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 17,989,439 $493,508,646 -$29,555,222 $27.43 141
2026 Q1 19,260,923 $499,312,034 -$7,381,709 $25.92 134
2025 Q4 19,505,265 $550,339,125 -$58,148,769 $28.21 142
2025 Q3 20,326,014 $659,551,322 -$43,466 $32.45 151
2025 Q2 20,335,221 $637,506,073 +$7,786,320 $31.34 146
2025 Q1 20,047,645 $614,369,223 +$10,479,209 $30.68 136
2024 Q4 19,725,331 $741,376,089 -$15,950,119 $37.59 148
2024 Q3 19,479,026 $756,111,677 +$18,950,830 $38.81 167
2024 Q2 19,105,832 $669,503,794 -$7,862,051 $35.04 167
2024 Q1 19,112,291 $827,147,034 -$15,606,375 $43.28 178
2023 Q4 19,039,094 $1,043,748,769 +$7,057,855 $54.82 174
2023 Q3 18,964,277 $929,650,573 -$3,114,056 $49.02 177
2023 Q2 18,942,802 $1,111,188,581 -$1,634,841 $58.66 186
2023 Q1 18,942,248 $1,069,133,240 +$8,903,063 $56.45 183
2022 Q4 18,788,609 $1,001,486,011 -$11,031,634 $53.30 180
2022 Q3 19,044,520 $914,199,180 -$17,665,230 $47.99 180
2022 Q2 19,396,914 $1,022,526,005 +$8,552,559 $52.71 186
2022 Q1 19,237,595 $1,116,687,002 +$1,216,975 $58.01 182
2021 Q4 19,324,290 $1,329,210,102 -$21,546,524 $68.73 193
2021 Q3 19,460,064 $1,362,193,936 -$43,275,957 $69.98 199
2021 Q2 19,922,974 $1,461,249,571 +$12,047,753 $73.33 183
2021 Q1 20,528,619 $1,635,503,521 -$9,852,570 $79.68 188
2020 Q4 20,727,194 $1,293,956,855 +$28,683,688 $62.44 184
2020 Q3 20,174,154 $999,598,780 +$2,259,599 $49.56 176
2020 Q2 20,121,455 $1,045,279,136 -$27,202,877 $51.95 164
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .