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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Common Stock, par value $0.01
Symbol
MBUU on Nasdaq
Shares outstanding
18,715,887
Price per share
$33.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
19,505,265
Total reported value
$550,339,125
% of total 13F portfolios
0%
Share change
-1,814,172
Value change
-$58,148,542
Number of holders
142
Price from insider filings
$33.25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 (MBUU) based on Schedule 13D/G filings

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 8.8% $55,335,885 1,688,099 Wellington Management Group LLP 31 Dec 2025
COOKE & BIELER LP 8% $50,105,753 1,544,091 Cooke & Bieler L.P. 30 Sep 2025
Twin Lions Management LLC 5.5% $27,423,098 1,050,291 TWIN LIONS MANAGEMENT LLC 07 May 2025
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 5.3% $32,515,859 991,942 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 31 Dec 2025
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

As of 31 Dec 2025, 142 institutional investors reported holding 19,505,265 shares of MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 (MBUU). This represents 104% of the company’s total 18,715,887 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 (MBUU) together control 92% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PZENA INVESTMENT MANAGEMENT LLC 9.2% 1,721,957 +2.5% 0.15% $48,576,407
WELLINGTON MANAGEMENT GROUP LLP 9% 1,688,099 +27% 0.01% $47,621,274
COOKE & BIELER LP 8.4% 1,567,404 +1.5% 0.46% $44,216,467
BlackRock, Inc. 7.7% 1,445,582 -1.7% 0% $40,779,868
Twin Lions Management LLC 6.1% 1,138,053 +8.2% 22% $32,104,475
VANGUARD GROUP INC 6% 1,132,022 -2% 0% $31,934,341
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 5.3% 991,942 0% 0.04% $27,983,000
DIMENSIONAL FUND ADVISORS LP 4.9% 914,433 -6.9% 0.01% $25,796,709
Lodge Hill Capital, LLC 4.8% 905,014 +2.3% 4.8% $25,530,445
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3.6% 665,373 +32% 0.1% $18,770,172
Capital World Investors 3.2% 605,273 -36% 0% $17,074,751
AMERICAN CENTURY COMPANIES INC 2.8% 523,854 -4.8% 0.01% $14,777,921
GEODE CAPITAL MANAGEMENT, LLC 2.4% 452,973 -0.43% 0% $12,779,339
STATE STREET CORP 2.4% 445,458 -0.97% 0% $12,566,370
JANUS HENDERSON GROUP PLC 2.3% 438,163 +5.5% 0.01% $12,360,397
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.3% 429,732 +25% 0% $12,122,740
MORGAN STANLEY 1.8% 341,342 +15% 0% $9,629,267
AMERIPRISE FINANCIAL INC 1.7% 314,098 +1.2% 0% $8,860,705
Grantham, Mayo, Van Otterloo & Co. LLC 1.5% 279,357 -44% 0.02% $7,880,661
SCHRODER INVESTMENT MANAGEMENT GROUP 1.4% 264,003 -2.7% 0.01% $7,542,566
OBERWEIS ASSET MANAGEMENT INC/ 1.3% 244,100 +2.5% 0.25% $6,886,061
BANK OF AMERICA CORP /DE/ 1.3% 237,308 -29% 0% $6,694,458
Atom Investors LP 0.99% 186,051 +11% 0.42% $5,248,499
FMR LLC 0.94% 176,073 -0.47% 0% $4,967,006
NORTHERN TRUST CORP 0.86% 161,127 -8.2% 0% $4,545,393

Institutional Holders of MALIBU BOATS, INC. - Class A Common Stock, par value $0.01 (MBUU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 19,505,265 $550,339,125 -$58,148,542 $28.21 142
2025 Q3 20,326,014 $659,551,322 -$42,979 $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
2020 Q1 20,889,365 $601,372,717 +$16,309,084 $28.79 148
2019 Q4 20,269,587 $830,029,961 +$33,777,861 $40.95 146
2019 Q3 19,796,550 $607,318,502 -$45,356,525 $30.68 143
2019 Q2 20,778,316 $806,699,377 +$19,972,509 $38.85 163
2019 Q1 20,737,048 $820,806,678 +$1,175,169 $39.58 168
2018 Q4 20,737,138 $721,688,401 +$22,308,036 $34.80 152
2018 Q3 19,842,043 $1,085,586,809 -$13,379,983 $54.72 150
2018 Q2 20,161,773 $845,623,692 -$18,844,521 $41.94 154
2018 Q1 20,703,828 $687,587,414 +$1,166,405 $33.21 131
2017 Q4 20,720,063 $616,620,688 +$2,802,584 $29.73 137
2017 Q3 20,396,520 $645,280,651 +$69,036,876 $31.64 131
2017 Q2 18,290,944 $473,178,812 +$17,100,648 $25.87 121
2017 Q1 17,678,529 $396,867,328 +$40,537,614 $22.45 112
2016 Q4 16,964,659 $323,672,355 +$13,282,188 $19.08 97
2016 Q3 16,491,013 $245,714,971 -$1,063,569 $14.90 93
2016 Q2 16,586,682 $200,371,113 -$7,035,021 $12.08 84
2016 Q1 16,752,158 $274,715,602 -$2,803,810 $16.40 90
2015 Q4 16,920,365 $276,644,419 +$1,674,265 $16.37 88
2015 Q3 17,326,442 $242,222,628 -$476,090 $13.98 101
2015 Q2 17,070,014 $342,920,096 +$24,173,752 $20.09 105
2015 Q1 15,437,298 $359,766,328 +$7,056,360 $23.35 85
2014 Q4 15,198,054 $292,414,393 +$10,232,857 $19.27 75
2014 Q3 14,620,975 $270,779,322 +$69,115,465 $18.52 75
2014 Q2 10,890,504 $217,408,555 +$4,093,593 $20.10 64
2014 Q1 10,639,652 $232,304,000 +$230,082,000 $22.22 57