MBUU · Malibu Boats, Inc. · Shareholders & Ownership
$22.03
-0.63 (-2.78%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$433.49M
Shares
19.68M
Volume · Oct 23
200.91K
Avg daily vol (3M)
227.75K
Every disclosed holder of MBUU in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MBUU
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 17,949,538 | 91.22% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 949,738 | 4.83% |
| Remaining | 778,000 | 3.95% |
| Registered funds (N-PORT, not summed) | 6,857,146 | 34.85% |
Shares outstanding: 19,677,276, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MBUU
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
PZENA INVESTMENT MANAGEMENT LLC
13F
CIK 1027796 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,794,261 | ||
| 1.1 |
Pzena Small Cap Value Fund
Fund
S000053713 · Registered fund · May 31, 2026
Advisors Series Trust, not summed
|
64,807 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,599,445 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
506,491 | ||
| 2.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
190,292 | ||
| 2.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
37,446 | ||
| 2.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
30,591 | ||
| 2.5 |
iShares US Small Cap Value Factor ETF
Fund
S000069740 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
29,754 | ||
| 3 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,237,871 | ||
| 3.1 |
WELLINGTON MANAGEMENT GROUP LLP
13G
CIK 902219 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,237,871 | ||
| 4 |
COOKE & BIELER LP
13G
CIK 24386 · Registered investment adviser · Sep 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
950,881 | ||
| 4.1 |
COOKE & BIELER LP
13F
CIK 24386 · Registered investment adviser · Sep 30, 2026
|
950,881 | ||
| 5 |
Capital World Investors
13G
CIK 1422849 · Investment adviser · Sep 30, 2025
Rule 13d-1(b), qualified institution
|
949,738 | ||
| 6 |
Lodge Hill Capital, LLC
13F
CIK 1598245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
926,014 | ||
| 7 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
924,936 | ||
| 7.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
231,014 | ||
| 7.2 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
113,341 | ||
| 7.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
87,425 | ||
| 7.4 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
67,935 | ||
| 7.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
67,328 | ||
| 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
13F
CIK 1009016 · Unknown · Sep 30, 2026
|
865,239 | ||
| 9 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
802,377 | ||
| 10 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
662,201 | ||
| 11 |
Touchstone Strategic Trust-Touchstone Small Company Fund
Fund
S000059011 · Registered fund · Jun 30, 2026
Touchstone Strategic Trust, not summed
|
598,024 | ||
| 12 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
554,661 | ||
| 13 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
542,213 | ||
| 14 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
524,052 | ||
| 15 |
Twin Lions Management LLC
13F
CIK 2055318 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
504,210 | ||
| 15.1 |
Twin Lions Management LLC
13G
CIK 2055318 · Unknown · Jun 30, 2026
Rule 13d-1(c), passive investor, not summed
|
504,210 | ||
| 16 |
|
458,813 | ||
| 16.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
6,565 | ||
| 16.2 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
533 | ||
| 16.3 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
134 | ||
| 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
CIK 1644956 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
375,988 | ||
| 17.1 |
William Blair Small Cap Value Fund
Fund
S000008597 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
175,779 | ||
| 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
369,824 | ||
| 18.1 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
175,528 | ||
| 18.2 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
91,472 | ||
| 18.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
48,812 | ||
| 18.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
42,456 | ||
| 18.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
12,904 | ||
| 19 |
Meros Investment Management, LP
13F
CIK 1911372 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
359,568 | ||
| 20 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
280,461 | ||
| 21 |
Grantham, Mayo, Van Otterloo & Co. LLC
13F
CIK 1352662 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
267,286 | ||
| 21.1 |
GMO Small Cap Quality Fund
Fund
S000077554 · Registered fund · May 31, 2026
GMO TRUST, not summed
|
200,559 | ||
| 21.2 |
GMO Alternative Allocation Fund
Fund
S000065268 · Registered fund · May 31, 2026
GMO TRUST, not summed
|
19,539 | ||
| 22 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
259,802 | ||
| 23 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
244,061 | ||
| 24 |
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
CIK 884414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
234,068 | ||
| 25 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
229,810 | ||
| 26 |
VANGUARD EXPLORER VALUE FUND
Fund
S000028087 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
220,117 | ||
| 27 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
213,708 | ||
| 28 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
189,289 | ||
| 28.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
14 | ||
| 29 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
185,569 | ||
| 29.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
10,170 | ||
| 29.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,375 | ||
| 30 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
181,648 | ||
| 30.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
45,936 | ||
| 30.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
23,877 | ||
| 30.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
468 | ||
| 31 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
176,414 | ||
| 31.1 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
219,433 | ||
| 31.2 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
97,325 | ||
| 31.3 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
36,179 | ||
| 31.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
28,381 | ||
| 31.5 |
Fidelity Small Cap Value Index Fund
Fund
S000065751 · Registered fund · Jun 30, 2026
Fidelity Salem Street Trust, not summed
|
28,015 | ||
| 32 |
CenterBook Partners LP
13F
CIK 1872738 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
169,048 | ||
| 33 |
LVIP Wellington SMID Cap Value Fund
Fund
S000015973 · Registered fund · Jun 30, 2026
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed
|
147,543 | ||
| 34 |
|
142,743 | ||
| 35 |
HARTFORD SMALL CAP VALUE FUND
Fund
S000003592 · Registered fund · Jul 31, 2026
HARTFORD MUTUAL FUNDS, INC, not summed
|
142,154 | ||
| 36 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,752 | ||
| 37 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
140,300 | ||
| 38 |
Clearwater Select Equity Fund
Fund
S000000698 · Registered fund · Jun 30, 2026
Clearwater Investment Trust, not summed
|
134,313 | ||
| 39 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
132,152 | ||
| 39.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
43,900 | ||
| 40 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,992 | ||
| 41 |
Atom Investors LP
13F
CIK 1738902 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,366 | ||
| 42 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
123,658 | ||
| 42.1 |
Carillon Chartwell Small Cap Value Fund
Fund
S000075964 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
21,585 | ||
| 43 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
122,236 | ||
| 44 |
De Lisle Partners LLP
13F
CIK 2011184 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,478 | ||
| 45 |
Mid Cap Value Fund
Fund
S000069821 · Registered fund · May 31, 2026
VALIC Co I, not summed
|
102,451 | ||
| 46 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,935 | ||
| 47 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
94,828 | ||
| 48 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,144 | ||
| 48.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
88,252 | ||
| 48.2 |
Sequoia Global Value ETF
Fund
S000082843 · Registered fund · May 29, 2026
EA Series Trust, not summed
|
5,897 | ||
| 49 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
89,764 | ||
| 50 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,914 |
29 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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