Ranked by reported Q1 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 | 1.7M | $44.0M | -1.4% | 8.644% | 0.14% |
| 2 | COOKE & BIELER LP | 1.5M | $38.6M | -5.0% | 7.581% | 0.44% |
| 3 | BlackRock, Inc. | 1.4M | $37.5M | +0.1% | 7.366% | 0.00% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 1.4M | $36.4M | -16.9% | 7.147% | 0.01% |
| 5 | Twin Lions Management LLC | 1.1M | $28.9M | -2.2% | 5.669% | 17.44% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 967K | $25.1M | +5.8% | 4.925% | 0.01% |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 915K | $23.7M | -7.8% | 4.659% | 0.04% |
| 8 | Lodge Hill Capital, LLC | 905K | $23.5M | 0.0% | 4.609% | 4.53% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 798K | $20.7M | — | 4.066% | 0.00% |
| 10 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 695K | $18.0M | +4.4% | 3.538% | 0.10% |
| 11 | AMERICAN CENTURY COMPANIES INC | 582K | $15.1M | +11.1% | 2.964% | 0.01% |
| 12 | Capital World Investors | 515K | $13.4M | -14.9% | 2.624% | 0.00% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 476K | $12.3M | — | 2.423% | 0.04% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 453K | $11.7M | +0.0% | 2.307% | 0.00% |
| 15 | STATE STREET CORP | 444K | $11.5M | -0.3% | 2.261% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 402K | $10.4M | -6.5% | 2.046% | 0.00% |
| 17 | JANUS HENDERSON GROUP PLC | 392K | $10.2M | -10.6% | 1.995% | 0.01% |
| 18 | BANK OF AMERICA CORP /DE/ | 343K | $8.9M | +44.6% | 1.747% | 0.00% |
| 19 | Parallel Advisors, LLC | 7.5M | $7.5M | — | 38.194% | 0.13% |
| 20 | MORGAN STANLEY | 284K | $7.4M | -16.7% | 1.448% | 0.00% |
| 21 | Grantham, Mayo, Van Otterloo & Co. LLC | 271K | $7.0M | -3.1% | 1.378% | 0.02% |
| 22 | Atom Investors LP | 232K | $6.0M | +24.6% | 1.181% | 0.43% |
| 23 | SCHRODER INVESTMENT MANAGEMENT GROUP | 217K | $5.6M | -17.9% | 1.104% | 0.00% |
| 24 | Meros Investment Management, LP | 215K | $5.6M | +36.3% | 1.096% | 2.42% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 184K | $4.8M | — | 0.936% | 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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 133 | 6.3% | 92.56% | 7.84 pp | $507M | 7.8% |
| Q4 2025 | 142 | 5.3% | 100.40% | 19.99 pp | $550M | 17% |
| Q3 2025 | 150 | +2.7% | 120.39% | +4.33 pp | $659M | +3.7% |
| Q2 2025 | 146 | +5.8% | 116.06% | +4.30 pp | $635M | +3.9% |
| Q1 2025 | 138 | 6.8% | 111.76% | 22.22 pp | $612M | 17% |
| Q4 2024 | 148 | 9.8% | 133.98% | 1.99 pp | $734M | 1.5% |
| Q3 2024 | 164 | +0.0% | 135.97% | +13.45 pp | $744M | +11% |
| Q2 2024 | 164 | — | 122.52% | — | $671M | — |
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 Q1 2026 13F filings, institutional ownership of Malibu Boats, Inc. stands at 92.6%, held across 133 reporting institutions.
PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of MBUU, with approximately 1,697,457 shares worth $0.04B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MBUU.
Our composite Smart Money Score for MBUU is 20 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in MBUU during Q1 2026, while 29 fully exited. 29 added to existing positions and 82 trimmed.
MBUU institutional ownership fell by 7.84 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 58.5% of all reported 13F value in MBUU, and the top 25 account for 85.6%.
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