Security Snapshot

MALIBU BOATS, INC. - Class A Common Stock (MBUU) Institutional Ownership

CUSIP: 56117J100

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

141

Shares (Excl. Options)

18.01MFull value: 18,007,042 · shares · 30 Jun 2026

Price

$27.43

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-1,183,098
Value change
-$29,572,531
Number of holders
141
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
19,810,021
SEC-reported price per share
$22.92
Insider filing price
$22.92
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • MBUU - MALIBU BOATS, INC. - Class A Common Stock 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
    $499.31MFull value: $499,312,034 · USD · 31 Mar 2026
    to
    $493.99MFull value: $493,991,496 · USD · 30 Jun 2026
    .

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

13F reference 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 4.8% -13% $21,794,193 -$3,508,158 950,881 -14% Cooke & Bieler L.P. 30 Sep 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
18.01MFull value: 18,007,042 · shares · 30 Jun 2026
shares of MALIBU BOATS, INC. - Class A Common Stock (MBUU). This represents 91% of the company’s total
19.81MFull value: 19,810,021 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
74%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PZENA INVESTMENT MANAGEMENT LLC 9.1% 1,794,261 +5.7% 0.14% $49,216,579
BlackRock, Inc. 8.1% 1,599,445 +11% 0% $43,872,776
WELLINGTON MANAGEMENT GROUP LLP 6.2% 1,237,871 -12% 0.01% $33,954,802
COOKE & BIELER LP 5.6% 1,103,942 -26% 0.35% $30,281,129
Lodge Hill Capital, LLC 4.7% 926,014 +2.3% 4.3% $25,400,564
DIMENSIONAL FUND ADVISORS LP 4.7% 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/ 3.9% 782,462 +13% 0.11% $21,462,933
AMERICAN CENTURY COMPANIES INC 3.3% 662,201 +14% 0.01% $18,164,174
GEODE CAPITAL MANAGEMENT, LLC 2.6% 524,052 +16% 0% $14,376,074
Twin Lions Management LLC 2.5% 504,210 -55% 11% $13,830,480
STATE STREET CORP 2.3% 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 1.8% 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 1.3% 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 1.2% 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 0.96% 189,288 -33% 0% $5,192,171
NORTHERN TRUST CORP 0.94% 185,569 +12% 0% $5,090,158
GOLDMAN SACHS GROUP INC 0.92% 181,648 +41% 0% $4,982,604
FMR LLC 0.89% 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
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1,845,758 $42,304,750 -$1,318,081 $22.92 19
2026 Q2 18,007,042 $493,991,496 -$29,572,531 $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
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