HZO US Equity

MARINEMAX INC

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Consumer Discretionary · Retail-Auto & Home Supply Stores · CIK 1057060 · FYE 0930

$33.96

-1.52 (-4.28%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding HZO · 2026-Q1 methodology → sources →

169 holders

% of shares outstanding held

88.1%

Shares held (13F)

19,461,048

Reporting holders

169

Top holders

largest 100 of 169 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,054,7943.1M	$83M	13.83%	—
2	AMERICAN CENTURY COMPANIES INC	2,120,4022.1M	$57M	9.60%	TRIM -2%
3	DIMENSIONAL FUND ADVISORS LP	966,614966,614	$26M	4.38%	TRIM -7%
4	STATE STREET CORP	933,937933,937	$25M	4.23%	TRIM -2%
5	BOOTHBAY FUND MANAGEMENT, LLC	859,493859,493	$23M	3.89%	ADD 11%
6	VANGUARD CAPITAL MANAGEMENT LLC	854,676854,676	$23M	3.87%	NEW†
7	Invesco Ltd.	618,334618,334	$17M	2.80%	TRIM -3%
8	LEVIN CAPITAL STRATEGIES, L.P.	606,469606,469	$16M	2.75%	TRIM -13%
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	574,666574,666	$16M	2.60%	TRIM -3%
10	ROYCE & ASSOCIATES LP	501,156501,156	$14M	2.27%	ADD 24%
11	VANGUARD PORTFOLIO MANAGEMENT LLC	476,692476,692	$13M	2.16%	NEW†
12	GEODE CAPITAL MANAGEMENT, LLC	475,152475,152	$13M	2.15%	ADD 7%
13	GOLDMAN SACHS GROUP INC	386,799386,799	$10M	1.75%	TRIM -11%
14	CenterBook Partners LP	360,976360,976	$10M	1.63%	TRIM -32%
15	First Eagle Investment Management, LLC	336,052336,052	$9M	1.52%	ADD 22%
16	Shay Capital LLC	256,523256,523	$7M	1.16%	NEW
17	JPMORGAN CHASE & CO	254,762254,762	$7M	1.15%	ADD 2891%
18	Prescott Group Capital Management, L.L.C.	222,490222,490	$6M	1.01%	ADD 68%
19	GAGNON SECURITIES LLC	220,610220,610	$6M	1.00%	TRIM -31%
20	MORGAN STANLEY	218,164218,164	$6M	0.99%	TRIM -51%
21	Interval Partners, LP	211,415211,415	$6M	0.96%	TRIM -14%
22	NORTHERN TRUST CORP	189,818189,818	$5M	0.86%	ADD 6%
23	Annis Gardner Whiting Capital Advisors, LLC	180,021180,021	$5M	0.82%	ADD 857143%
24	Simcoe Capital LLC	170,356170,356	$5M	0.77%	ADD 24%
25	De Lisle Partners LLP	168,300168,300	$5M	0.76%	—
26	Divisadero Street Capital Management, LP	163,646163,646	$4M	0.74%	NEW
27	Shellback Capital, LP	162,758162,758	$4M	0.74%	TRIM -9%
28	BRIDGEWAY CAPITAL MANAGEMENT, LLC	160,184160,184	$4M	0.73%	ADD 6%
29	BANK OF AMERICA CORP /DE/	151,964151,964	$4M	0.69%	ADD 20%
30	AQR CAPITAL MANAGEMENT LLC	133,268133,268	$4M	0.60%	ADD 1307%
31	PEREGRINE CAPITAL MANAGEMENT LLC	131,749131,749	$4M	0.60%	TRIM -9%
32	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	129,762129,762	$4M	0.59%	—
33	VANGUARD FIDUCIARY TRUST CO	127,436127,436	$3M	0.58%	NEW
34	TUDOR INVESTMENT CORP ET AL	126,272126,272	$3M	0.57%	ADD 164%
35	Soviero Asset Management, LP	125,160125,160	$3M	0.57%	ADD 14%
36	UBS Group AG	118,911118,911	$3M	0.54%	TRIM -5%
37	Bank of New York Mellon Corp	117,916117,916	$3M	0.53%	ADD 3%
38	CM Management, LLC	110,000110,000	$3M	0.50%	ADD 10%
39	RBF Capital, LLC	106,830106,830	$3M	0.48%	TRIM -34%
40	Empowered Funds, LLC	103,784103,784	$3M	0.47%	NEW
41	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	99,51099,510	$3M	0.45%	—
42	Gagnon Advisors, LLC	97,24297,242	$3M	0.44%	TRIM -50%
43	PRINCIPAL FINANCIAL GROUP INC	94,22394,223	$3M	0.43%	ADD 5%
44	Squarepoint Ops LLC	76,43376,433	$2M	0.35%	NEW
45	Concentric Capital Strategies, LP	75,91075,910	$2M	0.34%	NEW
46	BARCLAYS PLC	75,79575,795	$2M	0.34%	TRIM -25%
47	FRANKLIN RESOURCES INC	73,93573,935	$2M	0.33%	ADD 273%
48	TWO SIGMA INVESTMENTS, LP	72,16272,162	$2M	0.33%	TRIM -69%
49	Public Sector Pension Investment Board	69,39069,390	$2M	0.31%	ADD 6%
50	SEI INVESTMENTS CO	68,14068,140	$2M	0.31%	TRIM -13%
51	D. E. Shaw & Co., Inc.	67,38467,384	$2M	0.31%	TRIM -59%
52	RHUMBLINE ADVISERS	64,10864,108	$2M	0.29%	ADD 3%
53	Round Rock Advisors LLC	62,50962,509	$2M	0.28%	ADD 20%
54	PRIVATE MANAGEMENT GROUP INC	61,82461,824	$2M	0.28%	TRIM -67%
55	Nuveen, LLC	61,22961,229	$2M	0.28%	TRIM -2%
56	CITADEL ADVISORS LLC	55,86655,866	$2M	0.25%	TRIM -78%
57	Vanguard Global Advisers, LLC	54,52854,528	$1M	0.25%	NEW
58	BNP PARIBAS FINANCIAL MARKETS	53,01453,014	$1M	0.24%	TRIM -65%
59	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,52850,528	$1M	0.23%	ADD 2%
60	Legal & General Group Plc	42,60542,605	$1M	0.19%	TRIM -14%
61	Uniplan Investment Counsel, Inc.	42,58742,587	$1M	0.19%	NEW
62	AMERIPRISE FINANCIAL INC	40,74240,742	$1M	0.18%	TRIM -39%
63	Swiss National Bank	38,90038,900	$1M	0.18%	ADD 4%
64	JANE STREET GROUP, LLC	36,56536,565	$989,449	0.17%	NEW
65	VICTORY CAPITAL MANAGEMENT INC	36,00036,000	$974,160	0.16%	—
66	Permanent Capital Management, LP	31,87731,877	$916,145	0.14%	TRIM -25%
67	Quantinno Capital Management LP	31,12731,127	$842,297	0.14%	ADD 17%
68	Assenagon Asset Management S.A.	29,78929,789	$806,090	0.13%	TRIM -10%
69	SWS Partners	29,21729,217	$790,612	0.13%	ADD 3%
70	Creative Planning	28,11028,110	$760,657	0.13%	NEW
71	SummerHaven Investment Management, LLC	26,39326,393	$714,195	0.12%	TRIM -14%
72	XTX Topco Ltd	25,92225,922	$701,449	0.12%	NEW
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	24,26424,264	$656,584	0.11%	NEW
74	CAXTON ASSOCIATES LLP	22,11222,112	$598,351	0.10%	—
75	PRUDENTIAL FINANCIAL INC	20,47220,472	$553,972	0.09%	ADD 10%
76	MILLENNIUM MANAGEMENT LLC	19,72519,725	$533,758	0.09%	ADD 10%
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	18,38918,389	$497,606	0.08%	—
78	Ameliora Wealth Management Ltd.	17,60017,600	$476,256	0.08%	—
79	CANADA LIFE ASSURANCE Co	17,31517,315	$469,000	0.08%	ADD 6%
80	DEUTSCHE BANK AG\	16,92816,928	$458,072	0.08%	ADD 13%
81	Diametric Capital, LP	15,00015,000	$405,900	0.07%	NEW
82	VANGUARD ASSET MANAGEMENT, Ltd	14,73514,735	$398,729	0.07%	NEW
83	PRICE T ROWE ASSOCIATES INC /MD/	13,01113,011	$353,000	0.06%	ADD 15%
84	Thrivent Financial for Lutherans	12,93912,939	$350,000	0.06%	—
85	SG Americas Securities, LLC	12,64612,646	$342,000	0.06%	TRIM -62%
86	PRELUDE CAPITAL MANAGEMENT, LLC	11,66311,663	$315,601	0.05%	NEW
87	Illinois Municipal Retirement Fund	10,91310,913	$295,306	0.05%	ADD 17%
88	MetLife Investment Management, LLC	10,65510,655	$288,324	0.05%	ADD 10%
89	Bristlecone Value Partners, LLC	10,50010,500	$284,130	0.05%	—
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	9,9149,914	$268,000	0.04%	TRIM -68%
91	JANUS HENDERSON GROUP PLC	9,5779,577	$259,585	0.04%	—
92	State of Alaska, Department of Revenue	9,4639,463	$256,000	0.04%	—
93	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,0359,035	$244,487	0.04%	ADD 2%
94	Brooklyn Investment Group	8,9128,912	$241,159	0.04%	NEW
95	Caprock Group, LLC	8,6598,659	$234,313	0.04%	TRIM -3%
96	Quantbot Technologies LP	8,6258,625	$233,393	0.04%	TRIM -46%
97	Rafferty Asset Management, LLC	8,6088,608	$232,932	0.04%	TRIM -13%
98	Louisiana State Employees Retirement System	8,6008,600	$232,716	0.04%	—
99	DRW Securities, LLC	8,2318,231	$222,730	0.04%	TRIM -9%
100	ALLIANCEBERNSTEIN L.P.	9,0009,000	$218,070	0.04%	TRIM -42%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.3M

3.0M

3.1M

$83M

AMERICAN CENTURY COMPANIES INC

2.0M

2.1M

2.4M

2.3M

2.2M

2.1M

$57M

DIMENSIONAL FUND ADVISORS LP

1.5M

1.4M

1.3M

1.2M

1.0M

967K

$26M

STATE STREET CORP

928K

911K

824K

859K

953K

934K

$25M

BOOTHBAY FUND MANAGEMENT, LLC

—

686K

775K

859K

$23M

VANGUARD CAPITAL MANAGEMENT LLC

—

855K

$23M

Invesco Ltd.

347K

332K

716K

702K

635K

618K

$17M

LEVIN CAPITAL STRATEGIES, L.P.

357K

508K

734K

716K

698K

606K

$16M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

267K

285K

375K

483K

592K

575K

$16M

ROYCE & ASSOCIATES LP

412K

401K

371K

394K

404K

501K

$14M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

477K

$13M

GEODE CAPITAL MANAGEMENT, LLC

477K

503K

449K

447K

443K

475K

$13M

GOLDMAN SACHS GROUP INC

206K

349K

83K

385K

434K

387K

$10M

CenterBook Partners LP

174K

445K

107K

305K

532K

361K

$10M

First Eagle Investment Management, LLC

108K

195K

240K

273K

276K

336K

$9M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	169	19,461,048	88.1%	$526M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · HZO

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	13.7%	QII	2025-06-30	SEC →
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	10.3%	QII	2026-05-31	SEC →
DIMENSIONAL FUND ADVISORS LP	4.8%	QII	2025-12-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding HZO · 2026-Q1 methodology → sources →

169 holders

% of shares outstanding held

88.1%

Shares held (13F)

19,461,048

Reporting holders

169

Top holders

largest 100 of 169 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,054,7943.1M	$83M	13.83%	—
2	AMERICAN CENTURY COMPANIES INC	2,120,4022.1M	$57M	9.60%	TRIM -2%
3	DIMENSIONAL FUND ADVISORS LP	966,614966,614	$26M	4.38%	TRIM -7%
4	STATE STREET CORP	933,937933,937	$25M	4.23%	TRIM -2%
5	BOOTHBAY FUND MANAGEMENT, LLC	859,493859,493	$23M	3.89%	ADD 11%
6	VANGUARD CAPITAL MANAGEMENT LLC	854,676854,676	$23M	3.87%	NEW†
7	Invesco Ltd.	618,334618,334	$17M	2.80%	TRIM -3%
8	LEVIN CAPITAL STRATEGIES, L.P.	606,469606,469	$16M	2.75%	TRIM -13%
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	574,666574,666	$16M	2.60%	TRIM -3%
10	ROYCE & ASSOCIATES LP	501,156501,156	$14M	2.27%	ADD 24%
11	VANGUARD PORTFOLIO MANAGEMENT LLC	476,692476,692	$13M	2.16%	NEW†
12	GEODE CAPITAL MANAGEMENT, LLC	475,152475,152	$13M	2.15%	ADD 7%
13	GOLDMAN SACHS GROUP INC	386,799386,799	$10M	1.75%	TRIM -11%
14	CenterBook Partners LP	360,976360,976	$10M	1.63%	TRIM -32%
15	First Eagle Investment Management, LLC	336,052336,052	$9M	1.52%	ADD 22%
16	Shay Capital LLC	256,523256,523	$7M	1.16%	NEW
17	JPMORGAN CHASE & CO	254,762254,762	$7M	1.15%	ADD 2891%
18	Prescott Group Capital Management, L.L.C.	222,490222,490	$6M	1.01%	ADD 68%
19	GAGNON SECURITIES LLC	220,610220,610	$6M	1.00%	TRIM -31%
20	MORGAN STANLEY	218,164218,164	$6M	0.99%	TRIM -51%
21	Interval Partners, LP	211,415211,415	$6M	0.96%	TRIM -14%
22	NORTHERN TRUST CORP	189,818189,818	$5M	0.86%	ADD 6%
23	Annis Gardner Whiting Capital Advisors, LLC	180,021180,021	$5M	0.82%	ADD 857143%
24	Simcoe Capital LLC	170,356170,356	$5M	0.77%	ADD 24%
25	De Lisle Partners LLP	168,300168,300	$5M	0.76%	—
26	Divisadero Street Capital Management, LP	163,646163,646	$4M	0.74%	NEW
27	Shellback Capital, LP	162,758162,758	$4M	0.74%	TRIM -9%
28	BRIDGEWAY CAPITAL MANAGEMENT, LLC	160,184160,184	$4M	0.73%	ADD 6%
29	BANK OF AMERICA CORP /DE/	151,964151,964	$4M	0.69%	ADD 20%
30	AQR CAPITAL MANAGEMENT LLC	133,268133,268	$4M	0.60%	ADD 1307%
31	PEREGRINE CAPITAL MANAGEMENT LLC	131,749131,749	$4M	0.60%	TRIM -9%
32	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	129,762129,762	$4M	0.59%	—
33	VANGUARD FIDUCIARY TRUST CO	127,436127,436	$3M	0.58%	NEW
34	TUDOR INVESTMENT CORP ET AL	126,272126,272	$3M	0.57%	ADD 164%
35	Soviero Asset Management, LP	125,160125,160	$3M	0.57%	ADD 14%
36	UBS Group AG	118,911118,911	$3M	0.54%	TRIM -5%
37	Bank of New York Mellon Corp	117,916117,916	$3M	0.53%	ADD 3%
38	CM Management, LLC	110,000110,000	$3M	0.50%	ADD 10%
39	RBF Capital, LLC	106,830106,830	$3M	0.48%	TRIM -34%
40	Empowered Funds, LLC	103,784103,784	$3M	0.47%	NEW
41	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	99,51099,510	$3M	0.45%	—
42	Gagnon Advisors, LLC	97,24297,242	$3M	0.44%	TRIM -50%
43	PRINCIPAL FINANCIAL GROUP INC	94,22394,223	$3M	0.43%	ADD 5%
44	Squarepoint Ops LLC	76,43376,433	$2M	0.35%	NEW
45	Concentric Capital Strategies, LP	75,91075,910	$2M	0.34%	NEW
46	BARCLAYS PLC	75,79575,795	$2M	0.34%	TRIM -25%
47	FRANKLIN RESOURCES INC	73,93573,935	$2M	0.33%	ADD 273%
48	TWO SIGMA INVESTMENTS, LP	72,16272,162	$2M	0.33%	TRIM -69%
49	Public Sector Pension Investment Board	69,39069,390	$2M	0.31%	ADD 6%
50	SEI INVESTMENTS CO	68,14068,140	$2M	0.31%	TRIM -13%
51	D. E. Shaw & Co., Inc.	67,38467,384	$2M	0.31%	TRIM -59%
52	RHUMBLINE ADVISERS	64,10864,108	$2M	0.29%	ADD 3%
53	Round Rock Advisors LLC	62,50962,509	$2M	0.28%	ADD 20%
54	PRIVATE MANAGEMENT GROUP INC	61,82461,824	$2M	0.28%	TRIM -67%
55	Nuveen, LLC	61,22961,229	$2M	0.28%	TRIM -2%
56	CITADEL ADVISORS LLC	55,86655,866	$2M	0.25%	TRIM -78%
57	Vanguard Global Advisers, LLC	54,52854,528	$1M	0.25%	NEW
58	BNP PARIBAS FINANCIAL MARKETS	53,01453,014	$1M	0.24%	TRIM -65%
59	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,52850,528	$1M	0.23%	ADD 2%
60	Legal & General Group Plc	42,60542,605	$1M	0.19%	TRIM -14%
61	Uniplan Investment Counsel, Inc.	42,58742,587	$1M	0.19%	NEW
62	AMERIPRISE FINANCIAL INC	40,74240,742	$1M	0.18%	TRIM -39%
63	Swiss National Bank	38,90038,900	$1M	0.18%	ADD 4%
64	JANE STREET GROUP, LLC	36,56536,565	$989,449	0.17%	NEW
65	VICTORY CAPITAL MANAGEMENT INC	36,00036,000	$974,160	0.16%	—
66	Permanent Capital Management, LP	31,87731,877	$916,145	0.14%	TRIM -25%
67	Quantinno Capital Management LP	31,12731,127	$842,297	0.14%	ADD 17%
68	Assenagon Asset Management S.A.	29,78929,789	$806,090	0.13%	TRIM -10%
69	SWS Partners	29,21729,217	$790,612	0.13%	ADD 3%
70	Creative Planning	28,11028,110	$760,657	0.13%	NEW
71	SummerHaven Investment Management, LLC	26,39326,393	$714,195	0.12%	TRIM -14%
72	XTX Topco Ltd	25,92225,922	$701,449	0.12%	NEW
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	24,26424,264	$656,584	0.11%	NEW
74	CAXTON ASSOCIATES LLP	22,11222,112	$598,351	0.10%	—
75	PRUDENTIAL FINANCIAL INC	20,47220,472	$553,972	0.09%	ADD 10%
76	MILLENNIUM MANAGEMENT LLC	19,72519,725	$533,758	0.09%	ADD 10%
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	18,38918,389	$497,606	0.08%	—
78	Ameliora Wealth Management Ltd.	17,60017,600	$476,256	0.08%	—
79	CANADA LIFE ASSURANCE Co	17,31517,315	$469,000	0.08%	ADD 6%
80	DEUTSCHE BANK AG\	16,92816,928	$458,072	0.08%	ADD 13%
81	Diametric Capital, LP	15,00015,000	$405,900	0.07%	NEW
82	VANGUARD ASSET MANAGEMENT, Ltd	14,73514,735	$398,729	0.07%	NEW
83	PRICE T ROWE ASSOCIATES INC /MD/	13,01113,011	$353,000	0.06%	ADD 15%
84	Thrivent Financial for Lutherans	12,93912,939	$350,000	0.06%	—
85	SG Americas Securities, LLC	12,64612,646	$342,000	0.06%	TRIM -62%
86	PRELUDE CAPITAL MANAGEMENT, LLC	11,66311,663	$315,601	0.05%	NEW
87	Illinois Municipal Retirement Fund	10,91310,913	$295,306	0.05%	ADD 17%
88	MetLife Investment Management, LLC	10,65510,655	$288,324	0.05%	ADD 10%
89	Bristlecone Value Partners, LLC	10,50010,500	$284,130	0.05%	—
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	9,9149,914	$268,000	0.04%	TRIM -68%
91	JANUS HENDERSON GROUP PLC	9,5779,577	$259,585	0.04%	—
92	State of Alaska, Department of Revenue	9,4639,463	$256,000	0.04%	—
93	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,0359,035	$244,487	0.04%	ADD 2%
94	Brooklyn Investment Group	8,9128,912	$241,159	0.04%	NEW
95	Caprock Group, LLC	8,6598,659	$234,313	0.04%	TRIM -3%
96	Quantbot Technologies LP	8,6258,625	$233,393	0.04%	TRIM -46%
97	Rafferty Asset Management, LLC	8,6088,608	$232,932	0.04%	TRIM -13%
98	Louisiana State Employees Retirement System	8,6008,600	$232,716	0.04%	—
99	DRW Securities, LLC	8,2318,231	$222,730	0.04%	TRIM -9%
100	ALLIANCEBERNSTEIN L.P.	9,0009,000	$218,070	0.04%	TRIM -42%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.3M

3.0M

3.1M

$83M

AMERICAN CENTURY COMPANIES INC

2.0M

2.1M

2.4M

2.3M

2.2M

2.1M

$57M

DIMENSIONAL FUND ADVISORS LP

1.5M

1.4M

1.3M

1.2M

1.0M

967K

$26M

STATE STREET CORP

928K

911K

824K

859K

953K

934K

$25M

BOOTHBAY FUND MANAGEMENT, LLC

—

686K

775K

859K

$23M

VANGUARD CAPITAL MANAGEMENT LLC

—

855K

$23M

Invesco Ltd.

347K

332K

716K

702K

635K

618K

$17M

LEVIN CAPITAL STRATEGIES, L.P.

357K

508K

734K

716K

698K

606K

$16M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

267K

285K

375K

483K

592K

575K

$16M

ROYCE & ASSOCIATES LP

412K

401K

371K

394K

404K

501K

$14M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

477K

$13M

GEODE CAPITAL MANAGEMENT, LLC

477K

503K

449K

447K

443K

475K

$13M

GOLDMAN SACHS GROUP INC

206K

349K

83K

385K

434K

387K

$10M

CenterBook Partners LP

174K

445K

107K

305K

532K

361K

$10M

First Eagle Investment Management, LLC

108K

195K

240K

273K

276K

336K

$9M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	169	19,461,048	88.1%	$526M
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · HZO

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	13.7%	QII	2025-06-30	SEC →
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	10.3%	QII	2026-05-31	SEC →
DIMENSIONAL FUND ADVISORS LP	4.8%	QII	2025-12-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

HZO US Equity☆

Institutional ownership· 13F filers holding HZO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HZO

Institutional ownership· 13F filers holding HZO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HZO

HZO US Equity