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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/14/2024 | CAPITAL WORLD INVESTORS | 1.65 M | $71.37 M | 0.00% | 8.09% |
| 05/10/2024 | BLACKROCK INC. | 1.59 M | $68.61 M | -2.78% | 7.78% |
| 05/14/2024 | MACQUARIE GROUP LTD | 1.46 M | $63.00 M | -2.56% | 7.14% |
| 05/10/2024 | COOKE & BIELER LP | 1.35 M | $58.36 M | 46.45% | 6.62% |
| 05/10/2024 | VANGUARD GROUP INC | 1.19 M | $51.48 M | -4.62% | 5.84% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 1.13 M | $48.73 M | -25.67% | 5.53% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.02 M | $44.15 M | 2.12% | 5.01% |
| 05/14/2024 | INVESCO LTD. | 627,932 | $27.18 M | 47.95% | 3.08% |
| 05/14/2024 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 516,953 | $22.37 M | 117.50% | 2.54% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 506,191 | $21.91 M | 3.24% | 2.48% |
| 05/15/2024 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 475,049 | $20.56 M | 5.02% | 2.33% |
| 05/15/2024 | STATE STREET CORP | 457,262 | $19.79 M | 1.83% | 2.24% |
| 05/13/2024 | FIL LTD | 449,475 | $19.45 M | -44.47% | 2.21% |
| 05/14/2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 434,031 | $18.78 M | -0.35% | 2.13% |
| 05/10/2024 | JPMORGAN CHASE & CO | 352,790 | $15.27 M | 28.52% | 1.73% |
| 05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 346,719 | $15.01 M | -5.15% | 1.70% |
| 05/09/2024 | LORD, ABBETT & CO. LLC | 312,731 | $13.54 M | 231.45% | 1.53% |
| 05/13/2024 | BESSEMER GROUP INC | 307,486 | $13.31 M | 7.22% | 1.51% |
| 05/15/2024 | SHELLBACK CAPITAL, LP | 252,329 | $10.92 M | 267.14% | 1.24% |
| 05/15/2024 | LONDON CO OF VIRGINIA | 247,504 | $10.71 M | 13.12% | 1.21% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 210,099 | $9.09 M | 4.76% | 1.03% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 192,458 | $8.33 M | 10.12% | 0.94% |
| 05/14/2024 | NORTHERN TRUST CORP | 190,403 | $8.24 M | -3.71% | 0.93% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 189,801 | $8.22 M | -27.56% | 0.93% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 177,071 | $7.66 M | 30.44% | 0.87% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 175,248 | $7.58 M | 170.69% | 0.86% |
| 05/15/2024 | ZIEGLER CAPITAL MANAGEMENT, LLC | 166,022 | $7.19 M | 207.94% | 0.81% |
| 05/10/2024 | CENTERBOOK PARTNERS LP | 160,246 | $6.94 M | 366.08% | 0.79% |
| 05/15/2024 | MORGAN STANLEY | 133,093 | $5.76 M | -0.98% | 0.65% |
| 05/13/2024 | FMR LLC | 125,470 | $5.43 M | 15,903.83% | 0.62% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 117,435 | $5.08 M | 95.90% | 0.58% |
| 05/08/2024 | DE LISLE PARTNERS LLP | 100,369 | $4.34 M | 100.00% | 0.49% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 99,207 | $4.29 M | 27.88% | 0.49% |
| 05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 98,477 | $4.22 M | -1.08% | 0.48% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 97,439 | $4.22 M | 1,084.38% | 0.48% |
| 06/13/2024 | NBW CAPITAL LLC | 96,386 | $4.17 M | 2.11% | 0.47% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 95,174 | $4.12 M | -5.71% | 0.47% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 88,070 | $3.81 M | 4.93% | 0.43% |
| 05/06/2024 | LSV ASSET MANAGEMENT | 80,100 | $3.47 M | -8.98% | 0.39% |
| 05/07/2024 | SEI INVESTMENTS CO | 76,765 | $3.32 M | -39.97% | 0.38% |
| 05/15/2024 | NFJ INVESTMENT GROUP, LLC | 66,883 | $2.89 M | -0.08% | 0.33% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,800 | $2.72 M | 414.75% | 0.31% |
| 05/10/2024 | HOMESTEAD ADVISERS CORP | 62,579 | $2.71 M | -29.83% | 0.31% |
| 05/09/2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 61,410 | $2.66 M | 99.45% | 0.30% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 60,592 | $2.62 M | 34.60% | 0.30% |
| 05/15/2024 | POLAR ASSET MANAGEMENT PARTNERS INC. | 60,000 | $2.60 M | 100.00% | 0.29% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 57,996 | $2.51 M | 0.00% | 0.28% |
| 05/07/2024 | EMPOWERED FUNDS, LLC | 48,322 | $2.09 M | 21.28% | 0.24% |
| 05/14/2024 | DEAN INVESTMENT ASSOCIATES, LLC | 46,912 | $2.03 M | 32.71% | 0.23% |
| 05/07/2024 | SWISS NATIONAL BANK | 40,500 | $1.75 M | 0.00% | 0.20% |
A. During the previous two years, 280 institutional investors and hedge funds held shares of Malibu Boats, Inc.. The most heavily invested institutionals were:
Capital World Investors: 1.65 M
BlackRock Inc.: 1.59 M
MACQUARIE GROUP LTD: 1.46 M
COOKE & BIELER LP: 1.35 M
VANGUARD GROUP INC: 1.19 M
AMERICAN CENTURY COMPANIES INC: 1.13 M
A. 92.81% of Malibu Boats, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 26.30 M shares in the last 24 months. This purchase volume represents approximately $921.71 M in transactions.
