Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MBUU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 1.8M | $49.2M | +5.7% | 9.137% | 0.14% |
| 2 | BlackRock, Inc. | 1.6M | $43.9M | +10.6% | 8.145% | 0.00% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 1.2M | $34.0M | -11.8% | 6.304% | 0.01% |
| 4 | COOKE & BIELER LP | 1.1M | $30.3M | -25.8% | 5.622% | 0.35% |
| 5 | Lodge Hill Capital, LLC | 926K | $25.4M | +2.3% | 4.716% | 4.26% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 925K | $25.4M | -4.4% | 4.710% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 802K | $22.0M | +0.5% | 4.086% | 0.00% |
| 8 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 782K | $21.5M | +12.6% | 3.985% | 0.11% |
| 9 | AMERICAN CENTURY COMPANIES INC | 662K | $18.2M | +13.8% | 3.372% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 524K | $14.4M | +15.7% | 2.669% | 0.00% |
| 11 | Twin Lions Management LLC | 504K | $13.8M | -54.7% | 2.568% | 10.84% |
| 12 | STATE STREET CORP | 459K | $12.6M | +3.3% | 2.337% | 0.00% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 376K | $10.3M | -21.0% | 1.915% | 0.03% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 370K | $10.1M | -8.0% | 1.883% | 0.00% |
| 15 | Meros Investment Management, LP | 360K | $9.9M | +67.1% | 1.831% | 3.13% |
| 16 | CITADEL ADVISORS LLC | 351K | $9.6M | +375.3% | 1.786% | 0.00% |
| 17 | Grantham, Mayo, Van Otterloo & Co. LLC | 267K | $7.3M | -1.3% | 1.361% | 0.02% |
| 18 | BANK OF AMERICA CORP /DE/ | 260K | $7.1M | -24.3% | 1.323% | 0.00% |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 244K | $6.7M | +5795.2% | 1.243% | 0.00% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 234K | $6.4M | +177.0% | 1.192% | 0.02% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 214K | $5.9M | +16.2% | 1.088% | 0.00% |
| 22 | MORGAN STANLEY | 189K | $5.2M | -33.4% | 0.964% | 0.00% |
| 23 | NORTHERN TRUST CORP | 186K | $5.1M | +11.6% | 0.945% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 182K | $5.0M | +40.7% | 0.925% | 0.00% |
| 25 | FMR LLC | 176K | $4.8M | +0.0% | 0.898% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MBUU — a direct measure of their conviction.
Filings activity in MBUU during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MBUU position in Q2 2026
Institutions that fully closed their MBUU position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 140 | +2.2% | 92.47% | 6.07 pp | $497M | 0.8% |
| Q1 2026 | 137 | 3.5% | 98.54% | 1.20 pp | $501M | 8.9% |
| Q4 2025 | 142 | 6.6% | 99.74% | 3.52 pp | $550M | 17% |
| Q3 2025 | 152 | +4.1% | 103.26% | +0.51 pp | $660M | +3.9% |
| Q2 2025 | 146 | +5.8% | 102.75% | +2.83 pp | $635M | +3.9% |
| Q1 2025 | 138 | 6.8% | 99.92% | +2.93 pp | $612M | 17% |
| Q4 2024 | 148 | 9.8% | 96.99% | +2.44 pp | $734M | 1.5% |
| Q3 2024 | 164 | — | 94.55% | — | $744M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MBUU stock.
Based on Q2 2026 13F filings, institutional ownership of Malibu Boats, Inc. stands at 92.5%, held across 140 reporting institutions.
PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of MBUU, with approximately 1,794,261 shares worth $0.05B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MBUU, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for MBUU is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
24 institutions opened new positions in MBUU during Q2 2026, while 23 fully exited. 85 added to existing positions and 26 trimmed.
MBUU institutional ownership fell by 6.07 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 57.2% of all reported 13F value in MBUU, and the top 25 account for 81.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Malibu Boats, Inc. (MBUU) Institutional Ownership