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HZO · Marinemax Inc · Holdings

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$52.45 -0.14 (-0.27%) At close · Oct 26
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.16B
Shares
22.09M
Volume · Oct 26 630.91K Avg daily vol (3M) 810.23K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of HZO: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 192
Total Value: $734,039,504
Total Shares: 19,807,601
Showing 1–100 of 193 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 184 13F filers
Top Holder
16.3%
Sep 2023 → Jun 2026 · range 14.1% – 17.7%
of institutional value
Top 5
42.1%
Sep 2023 → Jun 2026 · range 40.3% – 48.6%
of institutional value
Top 10
55.1%
Sep 2023 → Jun 2026 · range 55.1% – 65.0%
of institutional value
HHI
550
Sep 2023 → Jun 2026 · range 518 – 657
Broadly held

Who Holds HZO

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 183 filers, like-for-like change -1.2%; actively managed books -4.0%; index-like books +4.1%.

Holder type Share Filers Change
Registered adviser 43.4% 94 -8.3%
Exempt adviser 0.1% 1 new
Adviser 3.0% 3 -20.8%
Bank 9.5% 13 -1.9%
Insurer 0.6% 2 -0.1%
Broker-dealer 0.0% 1 new
Benefit plan 0.1% 3 +43.5%
Non-US 1.5% 8 -11.5%
Holding company 20.0% 7 +3.9%
Unknown 21.7% 51 +15.8%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

183 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.09% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
1
median weight 0.001%
Mar 31, 2026: 0
Crowding
26.9%
of shares outstanding, 75th percentile
Mar 31, 2026: 29.3%
Private-fund advisers
22.5%
of shares outstanding
Institutional ownership
87.9%
91.1% of the estimated free float
Top 10 holders
55.5%
of 13F shares, Herfindahl 0.056
Active holders
-4.0%
like-for-like share change of active filers
5% stakes on record
4
1 13D, 3 13G (3 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 14.9 quarters
Under 1 year 19.2% 1 to 3 years 29.0% 3 years or more 51.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$28.70
estimated per share
Mar 31, 2026: $27.53
Quarter-end price
$36.62
implied by 13F values
Estimated gain or loss
+27.6%
price against the estimated cost
Estimated at a loss
2.58%
of costed 13F value

Estimated cost covers 30.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies HZO's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 TALO Talos Energy Inc. 5
2 CDNA CareDx, Inc. 5
3 GHM Graham Corp 5
4 IMRX Immuneering Corp 3
5 OSUR Orasure Technologies Inc 3
6 MCFT MasterCraft Boat Holdings, Inc. 3
7 JOUT Johnson Outdoors Inc 3
8 PROF Profound Medical Corp. 3
9 NWPX NWPX Infrastructure, Inc. 3
10 OI O-I Glass, Inc. 3

Shareholder Targets

13F filers that own its peers but not HZO, quarter ended Jun 30, 2026

Found through its holder-overlap peers: TALO, CDNA, GHM, IMRX, OSUR, MCFT, JOUT, PROF, NWPX, OI, RELY, BLFS, PKE, BLBD, WGS, VSXY, GTES, PPLI, BC, GLNG. 1,164 filers in all.

# Filer In peers
1 BBFIT INVESTMENTS PTE LTD Unknown, Concentrated $742,882,676 1 held
2 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $700,141,218 5 held
3 Naria Inc. Unknown, Unknown $512,562,833 1 held
4 BAILLIE GIFFORD & CO Adviser, Diversified active $508,341,992 2 held
5 Rubric Capital Management LP Registered adviser, Diversified active $457,480,263 1 held
6 Corvex Management LP Registered adviser, Concentrated $457,418,614 2 held
7 Allspring Global Investments Holdings, LLC Holding company, Diversified active $451,043,306 8 held
8 Casdin Capital, LLC Registered adviser, Concentrated $385,954,008 2 held
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $380,839,048 4 held
10 MARSHALL WACE, LLP Exempt adviser, Diversified active $341,852,011 16 held

Fund Ownership of HZO by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 27.42% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.73% 1,043,709
Index ETFs 22.69% 5,012,122
Active ETFs 2.19% 482,674
Active funds 13.77% 3,040,571
Unclassified 1.90% 418,981
All registered funds 45.27% 9,998,057
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 103 Exempt adviser 1 Adviser 3 Bank 13 Insurer 2 Broker-dealer 1 Benefit plan 3 Non-US 8 Holding company 7 Unknown 51
Showing 100 of 193
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $116,412,154 15.86% 3,178,923
AMERICAN CENTURY COMPANIES INC $83,314,125 11.35% 2,275,099
STATE STREET CORP $35,098,768 4.78% 958,459
DIMENSIONAL FUND ADVISORS LP $34,076,007 4.64% 930,530
VANGUARD CAPITAL MANAGEMENT LLC $31,970,944 4.36% 873,046
ROYCE & ASSOCIATES LP $20,751,308 2.83% 566,666
GEODE CAPITAL MANAGEMENT, LLC $18,603,472 2.53% 508,014
VANGUARD PORTFOLIO MANAGEMENT LLC $18,425,133 2.51% 503,144
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $17,807,244 2.43% 486,271
Invesco Ltd. $16,858,821 2.30% 460,372
Divisadero Street Capital Management, LP $16,697,658 2.27% 455,971
GOLDMAN SACHS GROUP INC $16,334,606 2.23% 446,057
LEVIN CAPITAL STRATEGIES, L.P. $15,675,081 2.14% 428,047
First Eagle Investment Management, LLC $13,858,912 1.89% 378,452
BOOTHBAY FUND MANAGEMENT, LLC $13,647,541 1.86% 372,680
Portolan Capital Management, LLC $12,610,389 1.72% 344,358
JPMORGAN CHASE & CO $10,613,903 1.45% 289,839
Shay Capital LLC $8,611,119 1.17% 235,148
Prescott Group Capital Management, L.L.C. $8,147,583 1.11% 222,490
Simcoe Capital LLC $8,110,231 1.10% 221,470
GAGNON SECURITIES LLC $7,744,397 1.06% 211,480
Interval Partners, LP $7,742,017 1.05% 211,415
NORTHERN TRUST CORP $7,608,937 1.04% 207,781
ABC ARBITRAGE SA $7,353,641 1.00% 140,605
Annis Gardner Whiting Capital Advisors, LLC $6,592,369 0.90% 180,021
MORGAN STANLEY $6,476,793 0.88% 176,865
De Lisle Partners LLP $6,163,146 0.84% 168,300
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,158,348 0.84% 168,169
Pacer Advisors, Inc. $6,143,993 0.84% 167,777
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE $5,784,223 0.79% 110,597
Chicago Capital Management, LLC $5,559,176 0.76% 106,294
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $5,101,861 0.70% 139,319
VANGUARD FIDUCIARY TRUST CO $4,708,782 0.64% 128,585
Bank of New York Mellon Corp $4,535,238 0.62% 123,846
PEREGRINE CAPITAL MANAGEMENT LLC $4,436,659 0.60% 121,154
Round Rock Advisors LLC $4,395,498 0.60% 120,030
UBS Group AG $4,204,780 0.57% 114,822
Empowered Funds, LLC $4,092,980 0.56% 111,769
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,083,130 0.56% 111,500
CM Management, LLC $4,028,200 0.55% 110,000
Soviero Asset Management, LP $4,007,656 0.55% 109,439
RBF Capital, LLC $3,886,407 0.53% 106,128
TWO SIGMA INVESTMENTS, LP $3,602,968 0.49% 98,388
TOKIO MARINE ASSET MANAGEMENT CO LTD $3,566,860 0.49% 68,200
Gagnon Advisors, LLC $3,561,002 0.49% 97,242
Shellback Capital, LP $3,551,334 0.48% 96,978
PRINCIPAL FINANCIAL GROUP INC $3,431,110 0.47% 93,695
HRT FINANCIAL LP $3,407,417 0.46% 93,048
FRANKLIN RESOURCES INC $2,975,190 0.41% 81,245
Concentric Capital Strategies, LP $2,967,062 0.40% 81,023
Nuveen, LLC $2,912,314 0.40% 79,528
BANK OF AMERICA CORP /DE/ $2,482,909 0.34% 67,802
D. E. Shaw & Co., Inc. $2,456,541 0.33% 67,082
Public Sector Pension Investment Board $2,437,280 0.33% 66,556
SEI INVESTMENTS CO $2,365,798 0.32% 64,604
CenterBook Partners LP $2,359,023 0.32% 64,419
Uniplan Investment Counsel, Inc. $2,339,541 0.32% 63,887
Versor Investments LP $2,120,869 0.29% 40,552
DCF Advisers, LLC $2,105,650 0.29% 57,500
RHUMBLINE ADVISERS $2,064,928 0.28% 56,388
Vanguard Global Advisers, LLC $1,944,045 0.26% 53,087
TUDOR INVESTMENT CORP ET AL $1,883,513 0.26% 51,434
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,794,964 0.24% 49,016
CITADEL ADVISORS LLC $1,745,601 0.24% 47,668
Legal & General Group Plc $1,582,202 0.22% 43,206
SWS Partners $1,566,751 0.21% 29,957
Quantinno Capital Management LP $1,509,732 0.21% 41,227
Swiss National Bank $1,457,476 0.20% 39,800
AMERIPRISE FINANCIAL INC $1,420,013 0.19% 38,777
VICTORY CAPITAL MANAGEMENT INC $1,342,123 0.18% 36,650
SIERRA SUMMIT ADVISORS LLC $1,289,756 0.18% 35,220
AQR CAPITAL MANAGEMENT LLC $1,238,153 0.17% 33,811
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,208,460 0.16% 33,000
Permanent Capital Management, LP $1,152,577 0.16% 31,474
Creative Planning $1,104,092 0.15% 30,150
BARCLAYS PLC $1,101,309 0.15% 30,074
ALLIANCEBERNSTEIN L.P. $1,025,360 0.14% 28,000
Ameliora Wealth Management Ltd. $920,480 0.13% 17,600
BNP PARIBAS ARBITRAGE, SA $810,620 0.11% 22,136
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $774,696 0.11% 21,155
DEUTSCHE BANK AG\ $765,504 0.10% 20,904
PRUDENTIAL FINANCIAL INC $763,600 0.10% 20,852
CANADA LIFE ASSURANCE Co $648,723 0.09% 17,715
WELLS FARGO & COMPANY/MN $636,453 0.09% 17,380
PRICE T ROWE ASSOCIATES INC /MD/ $598,737 0.08% 16,350
VANGUARD ASSET MANAGEMENT, Ltd $539,595 0.07% 14,735
CITIGROUP INC $531,392 0.07% 14,511
NEW YORK STATE TEACHERS RETIREMENT SYSTEM $521,797 0.07% 9,977
OP Asset Management Ltd $497,665 0.07% 13,590
Thrivent Financial for Lutherans $466,135 0.06% 12,729
RENAISSANCE TECHNOLOGIES LLC $446,764 0.06% 12,200
Louisiana State Employees Retirement System $439,320 0.06% 8,400
MetLife Investment Management, LLC $435,375 0.06% 11,889
Illinois Municipal Retirement Fund $401,355 0.05% 10,960
Bristlecone Value Partners, LLC $384,510 0.05% 10,500
Rafferty Asset Management, LLC $382,239 0.05% 10,438
ADVENT CAPITAL MANAGEMENT /DE/ $380,848 0.05% 10,400
Russell Investments Group, Ltd. $371,363 0.05% 10,141
Jupiter Topco LLC $350,709 0.05% 9,577
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $338,075 0.05% 9,232

Showing the top 100 of 193 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1057060 CUSIP 567908108 13F (30d) 35 filings 35 filers Visit website Investor relations