Malibu Boats Inc (MBUU) Ownership

57.22 ↑0.71 (1.26%)
As of Market Close on January 30th, 2023.

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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Macquarie Group Ltd8.421%-9.584%1,713,291-181,6052022-09-30
BlackRock Inc7.065%-12.647%1,437,320-208,0862022-09-30
American Century Companies Inc6.718%2.343%1,366,75031,2872022-09-30
Vanguard Group Inc5.639%2.808%1,147,16631,3272022-09-30
Capital World Investors4.183%279.690%851,000626,8702022-09-30
Fidelity International Ltd3.985%0.000%810,64902022-09-30
Dimensional Fund Advisors, Inc.3.563%2.739%724,84819,3252022-09-30
Cooke & Bieler LP3.037%-1.502%617,923-9,4202022-09-30
Loomis, Sayles & Company LP2.869%-1.190%583,755-7,0322022-09-30
SouthernSun Asset Management, LLC2.100%-1.686%427,292-7,3262022-09-30
Geode Capital Management, LLC2.088%1.571%424,7146,5672022-09-30
Lazard Asset Management LLC2.035%-33.979%413,944-213,0412022-09-30
State Street Corporation1.992%-0.316%405,302-1,2852022-09-30
Fort Washington Investment Advisors Inc1.959%-1.615%398,622-6,5432022-09-30
Aperture Investors, LLC1.876%8.212%381,67528,9652022-09-30
Renaissance Technologies Corp1.793%12.108%364,80139,4002022-09-30
CI Investments Inc1.691%-9.759%344,044-37,2062022-09-30
JPMorgan Chase & Co1.460%-5.868%297,091-18,5202022-09-30
Manufacturers Life Insurance Co1.436%-0.883%292,138-2,6032022-09-30
Shellback Capital, LP1.292%0.124%262,7773242022-09-30
TimesSquare Capital Management, LLC1.290%-8.835%262,500-25,4402022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Macquarie Group Ltd8.421%-9.584%1,713,291-181,6052022-09-30
BlackRock Inc7.065%-12.647%1,437,320-208,0862022-09-30
American Century Companies Inc6.718%2.343%1,366,75031,2872022-09-30
Vanguard Group Inc5.639%2.808%1,147,16631,3272022-09-30
Capital World Investors4.183%279.690%851,000626,8702022-09-30
Fidelity International Ltd3.985%0.000%810,64902022-09-30
Dimensional Fund Advisors, Inc.3.563%2.739%724,84819,3252022-09-30
Cooke & Bieler LP3.037%-1.502%617,923-9,4202022-09-30
Loomis, Sayles & Company LP2.869%-1.190%583,755-7,0322022-09-30
SouthernSun Asset Management, LLC2.100%-1.686%427,292-7,3262022-09-30
Geode Capital Management, LLC2.088%1.571%424,7146,5672022-09-30
Lazard Asset Management LLC2.035%-33.979%413,944-213,0412022-09-30
State Street Corporation1.992%-0.316%405,302-1,2852022-09-30
Fort Washington Investment Advisors Inc1.959%-1.615%398,622-6,5432022-09-30
Aperture Investors, LLC1.876%8.212%381,67528,9652022-09-30
Renaissance Technologies Corp1.793%12.108%364,80139,4002022-09-30
CI Investments Inc1.691%-9.759%344,044-37,2062022-09-30
Bank of America Corp1.560%25.600%317,28364,6702022-06-30
JPMorgan Chase & Co1.460%-5.868%297,091-18,5202022-09-30
Manufacturers Life Insurance Co1.436%-0.883%292,138-2,6032022-09-30
Shellback Capital, LP1.292%0.124%262,7773242022-09-30
TimesSquare Capital Management, LLC1.290%-8.835%262,500-25,4402022-09-30

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

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds SMALLCAP World A5.122%22.444%1,042,000191,0002022-12-31
American Century Small Cap Value Inv4.891%-0.995%995,000-10,0002022-12-31
American Century U.S. Small Cap Value4.891%-0.995%995,000-10,0002022-12-31
Vanguard Total Stock Mkt Idx Inv2.995%0.000%609,24402022-12-31
SouthernSun Small Cap2.079%1.560%423,0696,4982022-12-31
Fort Washington Small Company Equity1.913%4.081%389,23315,2602022-12-31
Touchstone Small Company A1.576%3.642%320,68911,2702022-12-31
Vanguard Extended Market Index Investor1.387%0.402%282,1401,1292022-12-31
Lazard Global Small Cap Equity0.921%-0.004%187,452-82022-12-31
Desjardins Global Small Cap Equity A0.921%-1.571%187,452-2,9912022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Macquarie US Small Cap Core Equity5.201%-7.054%1,058,071-80,3032022-09-30
Delaware Small Cap Core I5.201%0.000%1,058,07102022-11-30
American Funds SMALLCAP World A5.122%22.444%1,042,000191,0002022-12-31
American Century Small Cap Value Inv4.891%-0.995%995,000-10,0002022-12-31
American Century U.S. Small Cap Value4.891%-0.995%995,000-10,0002022-12-31
Vanguard Total Stock Mkt Idx Inv2.995%0.000%609,24402022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.995%0.031%609,2441892022-09-30
Fidelity Small Cap America Sr B2.578%110.344%524,475275,1342022-03-31
iShares Russell 2000 ETF2.273%-0.826%462,392-3,8502022-12-30
SouthernSun Small Cap2.079%1.560%423,0696,4982022-12-31
Fort Washington Small Company Equity1.913%4.081%389,23315,2602022-12-31
Loomis Sayles Small Cap Growth Instl1.594%-1.872%324,283-6,1862022-11-30
Touchstone Small Company A1.576%3.642%320,68911,2702022-12-31
Aperture Discover Equity Instl1.467%3.944%298,42611,3242022-06-30
CI Global Smaller Companies Corp Cl F1.399%-1.721%284,642-4,9852022-07-31
JHancock Small Cap Core NAV1.389%3.866%282,59410,5182022-11-30
Vanguard Extended Market Index Investor1.387%0.402%282,1401,1292022-12-31
JPM US Smaller Companies A (dist) USD0.934%-2.174%189,941-4,2202022-11-30
Lazard Global Small Cap Equity0.921%-0.004%187,452-82022-12-31
Desjardins Global Small Cap Equity A0.921%-1.571%187,452-2,9912022-12-31
SouthernSun Small Cap, N0.905%0.000%184,19402022-09-30

Discussions

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millimaker

$MBUU shaking weak hands that’s all

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dogefan77

$MBUU man this will be good in coming weeks

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mezzymez2

$MBUU This is just getting warmed up.

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