Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LULU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.5M | $1.45B | -4.3% | 8.367% | 0.03% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.3M | $1.43B | -18.0% | 8.218% | 0.16% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | $1.06B | — | 6.103% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.2M | $791.7M | — | 4.554% | 0.04% |
| 5 | STATE STREET CORP | 4.5M | $692.2M | -1.3% | 3.982% | 0.02% |
| 6 | FMR LLC | 4.3M | $658.9M | -13.7% | 3.790% | 0.04% |
| 7 | CITADEL ADVISORS LLC | 4.2M | $648.3M | -44.0% | 3.729% | 0.30% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $473.2M | +1.7% | 2.731% | 0.03% |
| 9 | FEDERATED HERMES, INC. | 3.0M | $459.7M | +2271.3% | 2.644% | 0.75% |
| 10 | FLOSSBACH VON STORCH AG | 1.9M | $284.4M | -1.8% | 1.636% | 1.33% |
| 11 | D. E. Shaw & Co., Inc. | 1.8M | $281.1M | -0.3% | 1.617% | 0.26% |
| 12 | MORGAN STANLEY | 1.8M | $279.8M | -16.8% | 1.609% | 0.02% |
| 13 | Invesco Ltd. | 1.8M | $278.1M | +16.8% | 1.600% | 0.04% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $223.3M | +3786.1% | 1.317% | 0.10% |
| 15 | Walleye Trading LLC | 1.3M | $205.4M | -10.5% | 1.182% | 0.52% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $184.9M | -5.2% | 1.064% | 0.04% |
| 17 | Squarepoint Ops LLC | 1.1M | $170.4M | -53.2% | 0.980% | 0.22% |
| 18 | Point72 Asset Management, L.P. | 1.1M | $165.1M | -24.6% | 0.950% | 0.23% |
| 19 | MARSHALL WACE, LLP | 1.1M | $162.1M | -55.4% | 0.933% | 0.18% |
| 20 | Legal & General Group Plc | 1.0M | $154.3M | +2.6% | 0.887% | 0.04% |
| 21 | NORTHERN TRUST CORP | 991K | $151.7M | -2.3% | 0.873% | 0.02% |
| 22 | VIKING GLOBAL INVESTORS LP | 981K | $150.1M | — | 0.864% | 0.42% |
| 23 | GOLDMAN SACHS GROUP INC | 952K | $145.8M | -2.8% | 0.839% | 0.02% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 868K | $132.9M | +5.5% | 0.765% | 0.02% |
| 25 | BANK OF AMERICA CORP /DE/ | 846K | $129.6M | +17.6% | 0.745% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LULU — a direct measure of their conviction.
Filings activity in LULU during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 925 | 5.0% | 112.90% | 55.83 pp | $15.23B | 33% |
| Q4 2025 | 974 | +9.7% | 168.73% | 31.26 pp | $22.76B | 58% |
| Q3 2025 | 888 | 13% | 199.99% | +20.79 pp | $54.22B | +124% |
| Q2 2025 | 1,026 | 6.2% | 179.20% | 20.79 pp | $24.17B | 16% |
| Q1 2025 | 1,094 | 6.4% | 199.99% | +0.00 pp | $28.60B | 26% |
| Q4 2024 | 1,169 | +14% | 199.99% | +0.00 pp | $38.75B | +44% |
| Q3 2024 | 1,026 | 0.9% | 199.99% | +0.00 pp | $27.00B | 16% |
| Q2 2024 | 1,035 | — | 199.99% | — | $32.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Bergh Charles V | Buy | 4K | $117.05 | $500K |
Quick answers to the most common questions about buying LULU stock.
Based on Q1 2026 13F filings, institutional ownership of Lululemon Athletica Inc. stands at 112.9%, held across 925 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LULU, with approximately 9,501,548 shares worth $1.45B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of LULU, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Point72 Asset Management, L.P., VIKING GLOBAL INVESTORS LP.
Our composite Smart Money Score for LULU is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
163 institutions opened new positions in LULU during Q1 2026, while 212 fully exited. 136 added to existing positions and 621 trimmed.
LULU institutional ownership fell by 55.83 percentage points quarter-over-quarter, with a net change of -49 holders.
The top 10 institutions account for 52.2% of all reported 13F value in LULU, and the top 25 account for 70.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lululemon Athletica Inc. (LULU) Institutional Ownership