Malibu Boats Inc (MBUU) Ownership

57.22 ↑0.71 (1.26%)

As of Market Close on January 30th, 2023.

Institutions
Mutual Funds

Institutional Ownership

Macquarie Group Ltd is the biggest individual institutional holder of Malibu Boats Inc (MBUU), owning a total of 1.7 million shares. Combined, the top 22 institutional holders of MBUU own 68.05% of the company with a total of 13.8 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of MBUU by 66 thousand shares. 8 institutions bought 784,065 total additional shares and increased their ownership by an average of 38.70%. However 12 institutions sold 718,107 total shares and decreased their ownership by an average of 7.32%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Malibu Boats increased by a net total of 65,958 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Macquarie Group Ltd	8.421%	-9.584%	1,713,291	-181,605	2022-09-30
BlackRock Inc	7.065%	-12.647%	1,437,320	-208,086	2022-09-30
American Century Companies Inc	6.718%	2.343%	1,366,750	31,287	2022-09-30
Vanguard Group Inc	5.639%	2.808%	1,147,166	31,327	2022-09-30
Capital World Investors	4.183%	279.690%	851,000	626,870	2022-09-30
Fidelity International Ltd	3.985%	0.000%	810,649	0	2022-09-30
Dimensional Fund Advisors, Inc.	3.563%	2.739%	724,848	19,325	2022-09-30
Cooke & Bieler LP	3.037%	-1.502%	617,923	-9,420	2022-09-30
Loomis, Sayles & Company LP	2.869%	-1.190%	583,755	-7,032	2022-09-30
SouthernSun Asset Management, LLC	2.100%	-1.686%	427,292	-7,326	2022-09-30
Geode Capital Management, LLC	2.088%	1.571%	424,714	6,567	2022-09-30
Lazard Asset Management LLC	2.035%	-33.979%	413,944	-213,041	2022-09-30
State Street Corporation	1.992%	-0.316%	405,302	-1,285	2022-09-30
Fort Washington Investment Advisors Inc	1.959%	-1.615%	398,622	-6,543	2022-09-30
Aperture Investors, LLC	1.876%	8.212%	381,675	28,965	2022-09-30
Renaissance Technologies Corp	1.793%	12.108%	364,801	39,400	2022-09-30
CI Investments Inc	1.691%	-9.759%	344,044	-37,206	2022-09-30
JPMorgan Chase & Co	1.460%	-5.868%	297,091	-18,520	2022-09-30
Manufacturers Life Insurance Co	1.436%	-0.883%	292,138	-2,603	2022-09-30
Shellback Capital, LP	1.292%	0.124%	262,777	324	2022-09-30
TimesSquare Capital Management, LLC	1.290%	-8.835%	262,500	-25,440	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Macquarie Group Ltd	8.421%	-9.584%	1,713,291	-181,605	2022-09-30
BlackRock Inc	7.065%	-12.647%	1,437,320	-208,086	2022-09-30
American Century Companies Inc	6.718%	2.343%	1,366,750	31,287	2022-09-30
Vanguard Group Inc	5.639%	2.808%	1,147,166	31,327	2022-09-30
Capital World Investors	4.183%	279.690%	851,000	626,870	2022-09-30
Fidelity International Ltd	3.985%	0.000%	810,649	0	2022-09-30
Dimensional Fund Advisors, Inc.	3.563%	2.739%	724,848	19,325	2022-09-30
Cooke & Bieler LP	3.037%	-1.502%	617,923	-9,420	2022-09-30
Loomis, Sayles & Company LP	2.869%	-1.190%	583,755	-7,032	2022-09-30
SouthernSun Asset Management, LLC	2.100%	-1.686%	427,292	-7,326	2022-09-30
Geode Capital Management, LLC	2.088%	1.571%	424,714	6,567	2022-09-30
Lazard Asset Management LLC	2.035%	-33.979%	413,944	-213,041	2022-09-30
State Street Corporation	1.992%	-0.316%	405,302	-1,285	2022-09-30
Fort Washington Investment Advisors Inc	1.959%	-1.615%	398,622	-6,543	2022-09-30
Aperture Investors, LLC	1.876%	8.212%	381,675	28,965	2022-09-30
Renaissance Technologies Corp	1.793%	12.108%	364,801	39,400	2022-09-30
CI Investments Inc	1.691%	-9.759%	344,044	-37,206	2022-09-30
Bank of America Corp	1.560%	25.600%	317,283	64,670	2022-06-30
JPMorgan Chase & Co	1.460%	-5.868%	297,091	-18,520	2022-09-30
Manufacturers Life Insurance Co	1.436%	-0.883%	292,138	-2,603	2022-09-30
Shellback Capital, LP	1.292%	0.124%	262,777	324	2022-09-30
TimesSquare Capital Management, LLC	1.290%	-8.835%	262,500	-25,440	2022-09-30

Mutual Fund Ownership

Macquarie US Small Cap Core Equity is the biggest individual fund holder of Malibu Boats Inc (MBUU), owning a total of 1.1 million shares. Combined, the top 21 mutual fund holders of MBUU own 52.63% of the company with a total of 10.7 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of MBUU by 202 thousand shares. 5 funds bought 225,157 total additional shares and increased their ownership by an average of 6.43%. However 4 funds sold 22,999 total shares and decreased their ownership by an average of 0.89%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Malibu Boats increased by a net total of 202,158 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	5.122%	22.444%	1,042,000	191,000	2022-12-31
American Century Small Cap Value Inv	4.891%	-0.995%	995,000	-10,000	2022-12-31
American Century U.S. Small Cap Value	4.891%	-0.995%	995,000	-10,000	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.995%	0.000%	609,244	0	2022-12-31
SouthernSun Small Cap	2.079%	1.560%	423,069	6,498	2022-12-31
Fort Washington Small Company Equity	1.913%	4.081%	389,233	15,260	2022-12-31
Touchstone Small Company A	1.576%	3.642%	320,689	11,270	2022-12-31
Vanguard Extended Market Index Investor	1.387%	0.402%	282,140	1,129	2022-12-31
Lazard Global Small Cap Equity	0.921%	-0.004%	187,452	-8	2022-12-31
Desjardins Global Small Cap Equity A	0.921%	-1.571%	187,452	-2,991	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Macquarie US Small Cap Core Equity	5.201%	-7.054%	1,058,071	-80,303	2022-09-30
Delaware Small Cap Core I	5.201%	0.000%	1,058,071	0	2022-11-30
American Funds SMALLCAP World A	5.122%	22.444%	1,042,000	191,000	2022-12-31
American Century Small Cap Value Inv	4.891%	-0.995%	995,000	-10,000	2022-12-31
American Century U.S. Small Cap Value	4.891%	-0.995%	995,000	-10,000	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.995%	0.000%	609,244	0	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.995%	0.031%	609,244	189	2022-09-30
Fidelity Small Cap America Sr B	2.578%	110.344%	524,475	275,134	2022-03-31
iShares Russell 2000 ETF	2.273%	-0.826%	462,392	-3,850	2022-12-30
SouthernSun Small Cap	2.079%	1.560%	423,069	6,498	2022-12-31
Fort Washington Small Company Equity	1.913%	4.081%	389,233	15,260	2022-12-31
Loomis Sayles Small Cap Growth Instl	1.594%	-1.872%	324,283	-6,186	2022-11-30
Touchstone Small Company A	1.576%	3.642%	320,689	11,270	2022-12-31
Aperture Discover Equity Instl	1.467%	3.944%	298,426	11,324	2022-06-30
CI Global Smaller Companies Corp Cl F	1.399%	-1.721%	284,642	-4,985	2022-07-31
JHancock Small Cap Core NAV	1.389%	3.866%	282,594	10,518	2022-11-30
Vanguard Extended Market Index Investor	1.387%	0.402%	282,140	1,129	2022-12-31
JPM US Smaller Companies A (dist) USD	0.934%	-2.174%	189,941	-4,220	2022-11-30
Lazard Global Small Cap Equity	0.921%	-0.004%	187,452	-8	2022-12-31
Desjardins Global Small Cap Equity A	0.921%	-1.571%	187,452	-2,991	2022-12-31
SouthernSun Small Cap, N	0.905%	0.000%	184,194	0	2022-09-30