Malibu Boats Ownership | Who Owns Malibu Boats?
Malibu Boats Ownership Summary
Malibu Boats is owned by 97.29% institutional investors, 4.93% insiders. Blackrock is the largest institutional shareholder, holding 8.50% of MBUU shares. American Funds SMALLCAP World A is the top mutual fund, with 8.12% of its assets in Malibu Boats shares.
MBUU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Malibu Boats | 97.29% | 4.93% | -2.22% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Recreational Vehicle (RV) Stocks | 61.18% | 11.08% | 27.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.73M | 8.50% | $60.77M |
| Capital world investors | 1.65M | 8.08% | $57.78M |
| Pzena investment management | 1.48M | 7.25% | $51.80M |
| Cooke & bieler lp | 1.35M | 6.62% | $47.31M |
| Vanguard group | 1.24M | 6.09% | $43.50M |
| Dimensional fund advisors lp | 1.13M | 5.55% | $39.66M |
| Macquarie group | 957.79K | 4.70% | $33.56M |
| Manufacturers life insurance company, the | 843.61K | 4.14% | $29.56M |
| American century companies | 676.98K | 3.32% | $23.72M |
| Grantham, mayo, van otterloo | 648.92K | 3.18% | $22.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vienna powszechne towarzystwo emerytalne s.a. vienna insurance group | 111.25K | 1.53% | $3.90M |
| Qsv equity investors | 39.52K | 1.45% | $1.38M |
| Lodge hill capital | 138.86K | 1.31% | $4.87M |
| Dean capital management | 21.37K | 0.96% | $748.66K |
| De lisle partners llp | 100.37K | 0.77% | $3.52M |
| Cooke & bieler lp | 1.35M | 0.46% | $47.31M |
| Shellback capital, lp | 162.33K | 0.42% | $5.69M |
| Dean investment associates | 57.90K | 0.29% | $2.03M |
| Pzena investment management | 1.48M | 0.18% | $51.80M |
| Koss-olinger consulting | 49.91K | 0.16% | $1.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pzena investment management | 1.48M | 0.18% | 1.48M |
| Manufacturers life insurance company, the | 843.61K | 0.03% | 409.57K |
| Wellington management group llp | 579.59K | 0.00% | 404.34K |
| Blackrock | 1.73M | 0.00% | 149.07K |
| Lodge hill capital | 138.86K | 1.31% | 138.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 68.49K | 0.00% | -559.44K |
| Macquarie group | 957.79K | 0.04% | -497.90K |
| Southernsun asset management | - | - | -475.05K |
| American century companies | 676.98K | 0.01% | -448.97K |
| Lord, abbett | - | - | -361.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pzena investment management | 1.48M | 0.18% | 1.48M | $51.80M |
| Lodge hill capital | 138.86K | 1.31% | 138.86K | $4.87M |
| Assenagon asset management | 104.65K | 0.01% | 104.65K | $3.67M |
| Atom investors lp | 17.36K | 0.06% | 17.36K | $608.12K |
| Level four advisory services | 11.79K | 0.02% | 11.79K | $413.12K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -1.00 |
| Sandy spring bank | -2.00 |
| Parallel advisors | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Innealta capital | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 178 | 1.14% | 19,482,872 | 1.95% | 97 | 1.11% | 87 | -13.00% | 55 | 34.15% |
| Jun 30, 2024 | 173 | -8.47% | 19,090,385 | -0.15% | 93 | 1.06% | 97 | -9.35% | 41 | -8.89% |
| Mar 31, 2024 | 189 | 3.28% | 19,118,617 | 0.40% | 93 | 1.07% | 107 | 27.38% | 45 | -34.78% |
| Dec 31, 2023 | 183 | -1.61% | 19,042,292 | 0.41% | 93 | 1.09% | 84 | -16.00% | 69 | 35.29% |
| Sep 30, 2023 | 186 | -6.06% | 18,964,338 | 0.11% | 92 | 1.09% | 100 | 8.70% | 51 | -27.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.62M | 8.12% | -26.08K |
| Delaware Small Cap Core I | 679.09K | 3.44% | - |
| Vanguard Total Stock Mkt Idx Inv | 617.11K | 3.13% | 914.00 |
| JHancock Small Cap Core NAV | 570.00K | 2.89% | -123.22K |
| iShares Russell 2000 ETF | 511.74K | 2.60% | -1.15K |
| Avantis US Small Cap Value ETF | 454.65K | 2.31% | - |
| Small Company Equity - FTWA | 340.38K | 1.73% | -6.18K |
| Fort Washington Small Company Equity | 340.38K | 1.70% | -6.18K |
| Fidelity Small Cap America Sr B | 339.48K | 1.70% | -10.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 289.41K | 1.47% | -1.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2024 | Lanigan Mark W. | - | Buy | $668.60K |
| Feb 22, 2024 | Hooks Michael K. | Executive Chair | Buy | $535.25K |
| Nov 08, 2023 | Black David Scott | Interim CFO | Sell | $27.39K |
| Nov 07, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell | $78.98K |
| Nov 07, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell | $510.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | 3 |
MBUU Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools