DaveManuel.com · Institutional Ownership · Who Owns It
LULULEMON ATHLETICA INC (LULU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
865
Reporting holders
$13.2B
Reported value
78.6%
Of shares outstanding
13.1%
Calls
13.0%
Puts
-101
Holder change
Institutions report 85,238,222 shares against 108,437,957 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1B incl. $986.3M options CALL+PUT | 771,946 | 0.08% | 31q | -21.5%-$294.8M |
| BlackRock, Inc. | $1.0B | 8,850,632 | 0.02% | 8q | -6.9%-$74.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $779.8M | 6,830,001 | 0.02% | 2q | -1.5%-$11.5M |
| CITADEL ADVISORS LLC | $717.0M incl. $594.3M options CALL+PUT | 1,074,188 | 0.08% | 31q | +83.8%+$326.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $576.4M | 5,048,153 | 0.03% | 2q | -2.4%-$14.1M |
| STATE STREET CORP | $515.8M | 4,517,466 | 0.02% | 31q | HELD |
| JANE STREET GROUP, LLC | $494.7M incl. $371.8M options CALL+PUT | 1,077,155 | 0.04% | 31q | +11.0%+$48.9M |
| FEDERATED HERMES, INC. | $413.9M | 3,625,210 | 0.60% | 31q | +20.7%+$71.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $337.9M | 2,970,005 | 0.02% | 31q | -4.2%-$14.9M |
| IMC-Chicago, LLC | $305.8M incl. $301.8M options CALL+PUT | 35,082 | 0.07% | 19q | -59.2%-$444.5M |
| Invesco Ltd. | $266.2M | 2,331,706 | 0.02% | 31q | +28.4%+$58.8M |
| PeakShares LLC | $251.8M | 2,205,000 | 0.19% | 3q | +99900.0%+$251.5M |
| FIL Ltd | $231.3M | 2,025,858 | 0.17% | 26q | +24723.6%+$230.4M |
| FLOSSBACH VON STORCH SE | $207.4M | 1,816,360 | 0.94% | 9q | -2.2%-$4.7M |
| GOLDMAN SACHS GROUP INC | $191.6M incl. $41.4M options PUT | 1,315,759 | 0.02% | 31q | +88.4%+$89.9M |
| UBS Group AG | $186.9M incl. $80.8M options CALL+PUT | 928,957 | 0.02% | 31q | +92.9%+$90.0M |
| MORGAN STANLEY | $184.8M | 1,618,224 | 0.01% | 35q | -11.5%-$23.9M |
| D. E. Shaw & Co., Inc. | $164.8M incl. $140.4M options CALL+PUT | 214,001 | 0.08% | 31q | -8.5%-$15.4M |
| CITIGROUP INC | $143.8M incl. $32.1M options PUT | 977,992 | 0.05% | 31q | +68.6%+$58.5M |
| Walleye Trading LLC | $131.8M incl. $104.5M options CALL+PUT | 238,647 | 0.15% | 31q | +1.7%+$2.1M |
| Squarepoint Ops LLC | $123.6M incl. $88.8M options CALL+PUT | 304,980 | 0.14% | 25q | -24.9%-$41.0M |
| NORGES BANK | $117.8M | 1,031,854 | 0.01% | 32q | -40.9%-$81.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $107.9M | 945,232 | 0.01% | 31q | +8.9%+$8.8M |
| BNP PARIBAS FINANCIAL MARKETS | $106.1M incl. $45.2M options CALL+PUT | 533,719 | 0.04% | 31q | +11.0%+$10.5M |
| JPMORGAN CHASE & CO | $104.8M incl. $5.6M options CALL+PUT | 867,827 | 0.01% | 31q | -8.4%-$9.6M |
| NORTHERN TRUST CORP | $104.7M | 916,976 | 0.01% | 31q | -7.5%-$8.5M |
| FMR LLC | $103.8M | 908,869 | 0.00% | 31q | -78.9%-$387.7M |
| AQR CAPITAL MANAGEMENT LLC | $101.5M | 901,601 | 0.04% | 31q | -39.7%-$66.9M |
| Legal & General Group Plc | $100.7M | 881,587 | 0.02% | 31q | -12.5%-$14.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $93.8M | 821,585 | 0.02% | 31q | +0.6%+$559.6K |
| BARCLAYS PLC | $89.7M incl. $21.7M options CALL+PUT | 595,557 | 0.02% | 31q | +4.6%+$3.9M |
| Point72 Asset Management, L.P. | $84.1M CALL+PUT | options only | 0.09% | 8q | OPTIONS |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $82.6M | 722,989 | 0.25% | new | NEW |
| Qube Research & Technologies Ltd | $81.2M CALL+PUT | options only | 0.08% | 25q | OPTIONS |
| DEUTSCHE BANK AG\ | $80.6M | 705,726 | 0.02% | 34q | +48.8%+$26.4M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $79.5M | 696,292 | 0.29% | 2q | +4376.6%+$77.7M |
| WELLS FARGO & COMPANY/MN | $77.0M | 674,081 | 0.01% | 31q | +52.1%+$26.4M |
| Man Group plc | $74.8M incl. $60.6M options CALL+PUT | 124,684 | 0.12% | 31q | +159.3%+$46.0M |
| DIMENSIONAL FUND ADVISORS LP | $73.8M | 646,338 | 0.01% | 31q | -46.5%-$64.2M |
| ROYAL BANK OF CANADA | $71.1M incl. $21.2M options CALL+PUT | 437,023 | 0.01% | 31q | +42.3%+$21.1M |
| MILLENNIUM MANAGEMENT LLC | $70.6M incl. $49.1M options CALL+PUT | 188,625 | 0.03% | 31q | +41.0%+$20.5M |
| BANK OF AMERICA CORP /DE/ | $70.2M | 615,192 | 0.00% | 31q | -27.3%-$26.4M |
| VANGUARD FIDUCIARY TRUST CO | $67.1M | 587,246 | 0.01% | 2q | -3.4%-$2.4M |
| SIMPLEX TRADING, LLC | $66.3M CALL+PUT | options only | 0.04% | 31q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $62.4M | 546,587 | 0.03% | 31q | +77.4%+$27.2M |
| Gotham Asset Management, LLC | $59.4M | 519,894 | 0.14% | 25q | +57.9%+$21.8M |
| M&G PLC | $55.6M | 488,048 | 0.28% | 10q | +72.6%+$23.4M |
| Amundi | $51.6M | 452,151 | 0.01% | 21q | -32.6%-$24.9M |
| Bank of New York Mellon Corp | $49.0M | 428,878 | 0.01% | 31q | -21.0%-$13.0M |
| Baird Financial Group, Inc. | $47.2M | 413,412 | 0.06% | 31q | +7.4%+$3.3M |
| NATIONAL BANK OF CANADA /FI/ | $45.4M incl. $9.2M options CALL+PUT | 316,806 | 0.03% | 19q | +19.8%+$7.5M |
| MARSHALL WACE, LLP | $43.5M incl. $57.1K options CALL+PUT | 380,476 | 0.03% | 5q | -64.0%-$77.4M |
| RENAISSANCE TECHNOLOGIES LLC | $43.1M | 377,844 | 0.06% | new | NEW |
| Caisse de depot et placement du Quebec | $42.7M | 373,725 | 0.06% | 21q | -40.6%-$29.2M |
| HSBC HOLDINGS PLC | $42.4M incl. $1.5M options PUT | 359,357 | 0.02% | 31q | +3.8%+$1.5M |
| CANTOR FITZGERALD, L. P. | $41.9M incl. $11.4M options PUT | 266,954 | 0.23% | 3q | +521.3%+$35.2M |
| CIBC WORLD MARKET INC. | $40.6M | 355,981 | 0.07% | 31q | +87.6%+$19.0M |
| GROUP ONE TRADING LLC | $40.4M incl. $35.5M options CALL+PUT | 43,405 | 0.06% | 31q | -23.2%-$12.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $39.6M | 346,609 | 0.17% | new | NEW |
| CAPSTONE INVESTMENT ADVISORS, LLC | $38.0M incl. $16.4M options PUT | 188,947 | 0.07% | 13q | +30.9%+$9.0M |
| Nuveen, LLC | $35.9M | 314,357 | 0.01% | 6q | -19.4%-$8.7M |
| VR Advisory Services Ltd | $35.3M | 309,402 | 3.13% | 3q | +108.1%+$18.3M |
| TUDOR INVESTMENT CORP ET AL | $35.3M incl. $29.7M options CALL+PUT | 48,687 | 0.05% | 31q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $35.0M incl. $10.6M options CALL+PUT | 213,293 | 0.15% | 31q | HELD |
| Capula Management Ltd | $34.4M incl. $17.2M options PUT | 150,676 | 0.12% | new | NEW |
| BANK OF MONTREAL /CAN/ | $34.2M incl. $10.2M options CALL+PUT | 210,357 | 0.01% | 31q | +27.8%+$7.5M |
| Quinn Opportunity Partners LLC | $33.6M | 294,432 | 1.56% | 9q | +230.7%+$23.5M |
| Swiss National Bank | $32.0M | 280,400 | 0.02% | 31q | -10.4%-$3.7M |
| LETKO, BROSSEAU & ASSOCIATES INC | $31.1M | 272,068 | 0.46% | 8q | +48.0%+$10.1M |
| Sumitomo Mitsui Trust Group, Inc. | $30.3M | 265,369 | 0.02% | 31q | -1.0%-$314.0K |
| Capital Markets Trading UK LLP | $29.9M incl. $29.7M options CALL+PUT | 2,565 | 0.29% | 8q | -42.8%-$22.4M |
| SG Americas Securities, LLC | $29.8M incl. $9.0K options CALL | 260,872 | 0.02% | 31q | +62.8%+$11.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28.8M | 252,371 | 0.02% | 31q | +1.6%+$456.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $27.7M | 242,899 | 0.02% | 31q | -6.5%-$1.9M |
| Vanguard Global Advisers, LLC | $27.3M | 239,149 | 0.01% | 2q | +1.5%+$395.1K |
| Russell Investments Group, Ltd. | $27.2M | 237,926 | 0.02% | 31q | +90.1%+$12.9M |
| RWWM, INC. | $26.9M | 235,581 | 1.99% | 2q | +221.0%+$18.5M |
| Assenagon Asset Management S.A. | $26.1M | 228,352 | 0.02% | 23q | +30.4%+$6.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $26.0M | 227,296 | 0.03% | 31q | -59.6%-$38.3M |
| PEAK6 LLC | $25.2M incl. $22.8M options CALL+PUT | 21,464 | 0.05% | 7q | +31.6%+$6.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $24.8M | 216,969 | 0.06% | 3q | +69.3%+$10.1M |
| RHUMBLINE ADVISERS | $23.1M | 202,513 | 0.02% | 31q | -1.7%-$406.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $22.1M | 193,278 | 0.01% | 2q | +7.1%+$1.5M |
| Rockefeller Capital Management L.P. | $22.0M | 192,857 | 0.03% | 31q | +18.4%+$3.4M |
| BANK OF NOVA SCOTIA | $21.3M incl. $68.5K options PUT | 185,674 | 0.03% | 19q | +215.0%+$14.5M |
| PFA Pension, Forsikringsaktieselskab | $19.4M | 169,608 | 0.05% | 3q | +141.9%+$11.4M |
| Walleye Capital LLC | $19.4M incl. $11.7M options CALL+PUT | 67,299 | 0.07% | 18q | -4.8%-$976.6K |
| California Public Employees Retirement System | $19.1M | 167,116 | 0.01% | 31q | +15.3%+$2.5M |
| Maven Securities LTD | $18.5M incl. $13.6M options CALL+PUT | 43,654 | 0.37% | 9q | -25.1%-$6.2M |
| KLP KAPITALFORVALTNING AS | $18.3M | 160,100 | 0.06% | 7q | +31.8%+$4.4M |
| ALLIANCEBERNSTEIN L.P. | $18.0M | 117,887 | 0.01% | 31q | -5.8%-$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $18.0M | 158,010 | 0.00% | 31q | +2.2%+$387.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17.2M | 150,472 | 0.02% | 31q | -11.0%-$2.1M |
| EASTERLY INVESTMENT PARTNERS LLC | $16.5M | 144,544 | 0.84% | 8q | +176.3%+$10.5M |
| AMERIPRISE FINANCIAL INC | $15.6M | 136,867 | 0.00% | 31q | -15.2%-$2.8M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $15.3M | 136,182 | 0.10% | 11q | +203.1%+$10.3M |
| PRINCIPAL FINANCIAL GROUP INC | $15.3M | 134,118 | 0.01% | 31q | -9.3%-$1.6M |
| Giverny Capital Inc. | $14.7M | 128,803 | 0.49% | 31q | -9.7%-$1.6M |
| Rule One Partners, LLC | $14.6M | 127,600 | 2.10% | 7q | +22.5%+$2.7M |
| Zuckerman Investment Group, LLC | $14.3M | 125,509 | 1.21% | 5q | +65.8%+$5.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 5.8% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-19 | Directors or officers departed or appointed | filing |
| 2026-10-07 | 2026-09-30 | Directors or officers departed or appointed | filing |
| 2026-09-14 | 2026-09-08 | Directors or officers departed or appointed Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Bergh Charles V | Director | Bought | 4,275 | $500.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 235 | $309.7M | 3,200,047 | 36 | 65 | 78 | 0.9% |
| Q2 2026 | 865 | $13.2B | 85,238,222 | 110 | 282 | 341 | 26.2% |
| Q1 2026 | 966 | $17.1B | 84,988,547 | 135 | 316 | 351 | 24.1% |
| Q4 2025 | 1,023 | $26.9B | 89,896,905 | 189 | 292 | 356 | 30.7% |
| Q3 2025 | 943 | $23.5B | 85,692,485 | 120 | 313 | 370 | 35.2% |
| Q2 2025 | 1,060 | $27.9B | 96,088,482 | 122 | 386 | 397 | 18.3% |
| Q1 2025 | 1,148 | $33.9B | 104,995,505 | 105 | 430 | 402 | 12.4% |
| Q4 2024 | 1,244 | $45.1B | 102,234,768 | 194 | 360 | 429 | 13.4% |
| Q3 2024 | 1,094 | $32.0B | 100,472,157 | 146 | 380 | 387 | 14.8% |
| Q2 2024 | 1,087 | $35.8B | 105,762,303 | 121 | 449 | 350 | 11.8% |
| Q1 2024 | 1,201 | $48.5B | 110,866,246 | 126 | 454 | 382 | 10.8% |
| Q4 2023 | 1,250 | $63.5B | 111,363,655 | 199 | 407 | 367 | 10.3% |
| Q3 2023 | 1,101 | $45.0B | 106,257,883 | 85 | 406 | 323 | 8.9% |
| Q2 2023 | 1,097 | $43.7B | 106,591,864 | 109 | 337 | 392 | 7.6% |
| Q1 2023 | 1,071 | $49.6B | 125,366,972 | 148 | 300 | 412 | 8.0% |
| Q4 2022 | 1,070 | $37.3B | 108,052,571 | 135 | 303 | 389 | 7.3% |
| Q3 2022 | 967 | $113.7B | 398,311,819 | 103 | 347 | 303 | 1.8% |
| Q2 2022 | 965 | $61.2B | 218,255,954 | 112 | 328 | 319 | 2.6% |
| Q1 2022 | 971 | $73.0B | 259,678,014 | 94 | 330 | 348 | 3.3% |
| Q4 2021 | 1,052 | $136.7B | 500,160,820 | 116 | 394 | 264 | 2.3% |
| Q3 2021 | 956 | $117.1B | 326,974,182 | 111 | 350 | 280 | 2.3% |
| Q2 2021 | 930 | $62.0B | 236,021,048 | 132 | 291 | 299 | 3.4% |
| Q1 2021 | 878 | $56.4B | 176,180,773 | 76 | 351 | 294 | 4.1% |
| Q4 2020 | 939 | $71.2B | 264,350,599 | 102 | 366 | 251 | 5.4% |
| Q3 2020 | 857 | $64.4B | 303,592,647 | 115 | 290 | 311 | 4.6% |
| Q2 2020 | 828 | $63.9B | 307,674,447 | 185 | 272 | 261 | 4.7% |
| Q1 2020 | 715 | $36.9B | 297,441,897 | 99 | 264 | 251 | 3.2% |
| Q4 2019 | 736 | $61.3B | 323,351,785 | 110 | 223 | 235 | 3.3% |
| Q3 2019 | 660 | $35.5B | 259,018,934 | 68 | 243 | 227 | 3.6% |
| Q2 2019 | 675 | $36.0B | 248,295,331 | 111 | 262 | 196 | 3.9% |
| Q1 2019 | 634 | $32.6B | 253,391,612 | 127 | 217 | 189 | 4.1% |
| Q4 2018 | 555 | $25.8B | 205,386,189 | 11 | 14 | 10 | 3.0% |