Malibu Boats Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 1.70 M | $44.00 M | -1.42% | 8.88% |
| COOKE & BIELER LP | 05/04/2026 | 1.49 M | $38.59 M | -5.02% | 7.79% |
| BLACKROCK, INC. | 05/13/2026 | 1.45 M | $37.49 M | 0.06% | 7.57% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.40 M | $36.38 M | -16.86% | 7.34% |
| TWIN LIONS MANAGEMENT LLC | 05/15/2026 | 1.11 M | $28.85 M | -2.18% | 5.82% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 967.07 K | $25.07 M | 5.76% | 5.06% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 914.84 K | $23.71 M | -7.77% | 4.79% |
| LODGE HILL CAPITAL, LLC | 05/18/2026 | 905.01 K | $23.46 M | 0.00% | 4.73% |
| 05/15/2026 | 798.42 K | $20.69 M | 100.00% | 4.18% | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 04/22/2026 | 694.76 K | $18.01 M | 4.42% | 3.63% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 581.93 K | $15.08 M | 11.09% | 3.04% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 515.21 K | $13.35 M | -14.88% | 2.69% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 475.80 K | $12.33 M | 100.00% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 453.08 K | $11.74 M | 0.02% | 2.37% |
| STATE STREET CORP | 05/15/2026 | 443.97 K | $11.51 M | -0.33% | 2.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 401.85 K | $10.42 M | -6.49% | 2.10% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 391.75 K | $10.15 M | -10.59% | 2.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 343.04 K | $8.89 M | 44.56% | 1.79% |
| MORGAN STANLEY | 05/15/2026 | 284.36 K | $7.37 M | -16.69% | 1.49% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 05/14/2026 | 270.66 K | $7.02 M | -3.11% | 1.42% |
| ATOM INVESTORS LP | 05/15/2026 | 231.85 K | $6.01 M | 24.62% | 1.21% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 216.77 K | $5.64 M | -17.89% | 1.13% |
| MEROS INVESTMENT MANAGEMENT, LP | 05/14/2026 | 215.19 K | $5.58 M | 36.31% | 1.13% |
| 05/08/2026 | 183.88 K | $4.77 M | 100.00% | 0.96% | |
| FMR LLC | 05/15/2026 | 176.37 K | $4.57 M | 0.17% | 0.92% |
| NORTHERN TRUST CORP | 05/14/2026 | 166.34 K | $4.31 M | 3.23% | 0.87% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 129.09 K | $3.35 M | -7.89% | 0.68% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 127.54 K | $3.31 M | 100.00% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 126.07 K | $3.27 M | 52.34% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 123.03 K | $3.19 M | 100.00% | 0.64% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 116.48 K | $3.02 M | 0.00% | 0.61% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 97.76 K | $2.53 M | 100.00% | 0.51% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 89.55 K | $2.32 M | 100.00% | 0.47% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 84.50 K | $2.19 M | 395.91% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 81.79 K | $2.12 M | 5.29% | 0.43% |
| UBS GROUP AG | 05/05/2026 | 81.35 K | $2.11 M | -13.93% | 0.43% |
| SEI INVESTMENTS CO | 05/13/2026 | 67.06 K | $1.74 M | 53.52% | 0.35% |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 05/12/2026 | 56.98 K | $1.48 M | 21.29% | 0.30% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 52.30 K | $1.36 M | 46.63% | 0.27% |
| HOMESTEAD ADVISERS CORP | 05/08/2026 | 48.20 K | $1.25 M | 0.00% | 0.25% |
| CENTERBOOK PARTNERS LP | 05/05/2026 | 47.63 K | $1.23 M | 162.06% | 0.25% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 46.55 K | $1.21 M | 3.82% | 0.24% |
| INVESCO LTD. | 05/12/2026 | 42.15 K | $1.09 M | -20.58% | 0.22% |
| VILLANOVA INVESTMENT MANAGEMENT CO LLC | 05/08/2026 | 41.21 K | $1.07 M | -27.11% | 0.22% |
| NUVEEN, LLC | 04/30/2026 | 40.98 K | $1.06 M | 0.66% | 0.21% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 40.91 K | $1.06 M | -86.98% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 39.97 K | $1.04 M | -57.14% | 0.21% |
| SWISS NATIONAL BANK | 05/07/2026 | 37.50 K | $972.00 K | 0.00% | 0.20% |
| CREDIT AGRICOLE S A | 05/15/2026 | 35.00 K | $907.20 K | 100.00% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 34.40 K | $891.75 K | -15.74% | 0.18% |
Malibu Boats Inc institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of Malibu Boats Inc. The most heavily invested institutionals were:
PZENA INVESTMENT MANAGEMENT LLC: 1.7 M
COOKE & BIELER LP: 1.49 M
BlackRock, Inc.: 1.45 M
WELLINGTON MANAGEMENT GROUP LLP: 1.4 M
Twin Lions Management LLC: 1.11 M
DIMENSIONAL FUND ADVISORS LP: 967,068
100.75% of Malibu Boats Inc stock is owned by institutional investors.
Institutional investors have bought a total of 25.07 M shares in the last 24 months. This purchase volume represents approximately $643.58 M in transactions.