- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 9 Aug 2024
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 13 listed it in both
- Shares listed
- 29,128,782
- combined, among listed positions
- Reported value
- $8.7bn
- combined, at the quarter end
Among the 94 comparable managers: 17 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing LULU in Q2 2024
21 of 21 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 1,356,457 shares now+532,693
- Capital World Investorsexisting position · 1,461,371 shares now+480,542
- Man Group PLCexisting position · 886,860 shares now+418,719
- Two Sigma Advisers LPnew position · 322,200 shares now+322,200
- Arrowstreet Capital LPexisting position · 1,813,051 shares now+321,529
Reductions
- AllianceBernstein LPexisting position · 2,646,098 shares now-860,322
- Wellington Management Group LLPexisting position · 425,148 shares now-839,659
- Fidelity (FMR LLC)existing position · 17,901,815 shares now-258,286
- T. Rowe Price Associates Incexisting position · 809,309 shares now-203,994
New positions and exits
New (2)
Exited (2)
- MFS Investment Managementwas $204m
- Davidson Kempner Capital Management LPwas $5.9m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 10 | $2.8bn | n.a. | n.a. |
| Q3 2013 | 12 | $3.6bn | n.a. | n.a. |
| Q4 2013 | 11 | $2.7bn | n.a. | n.a. |
| Q1 2014 | 10 | $2.3bn | n.a. | n.a. |
| Q2 2014 | 12 | $1.5bn | n.a. | n.a. |
| Q3 2014 | 13 | $1.4bn | n.a. | n.a. |
| Q4 2014 | 11 | $2.0bn | n.a. | n.a. |
| Q1 2015 | 14 | $2.4bn | n.a. | n.a. |
| Q2 2015 | 11 | $2.3bn | n.a. | n.a. |
| Q3 2015 | 14 | $2.1bn | n.a. | n.a. |
| Q4 2015 | 12 | $2.5bn | n.a. | n.a. |
| Q1 2016 | 13 | $2.9bn | n.a. | n.a. |
| Q2 2016 | 14 | $3.3bn | n.a. | n.a. |
| Q3 2016 | 17 | $2.7bn | n.a. | n.a. |
| Q4 2016 | 14 | $2.6bn | n.a. | n.a. |
| Q1 2017 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2017 | 16 | $1.8bn | n.a. | n.a. |
| Q3 2017 | 17 | $1.8bn | n.a. | n.a. |
| Q4 2017 | 21 | $2.5bn | n.a. | n.a. |
| Q1 2018 | 26 | $3.2bn | n.a. | n.a. |
| Q2 2018 | 25 | $4.4bn | n.a. | n.a. |
| Q3 2018 | 25 | $5.5bn | n.a. | n.a. |
| Q4 2018 | 21 | $3.7bn | n.a. | n.a. |
| Q1 2019 | 27 | $5.5bn | n.a. | n.a. |
| Q2 2019 | 26 | $5.5bn | n.a. | n.a. |
| Q3 2019 | 26 | $5.6bn | n.a. | n.a. |
| Q4 2019 | 26 | $7.5bn | n.a. | n.a. |
| Q1 2020 | 24 | $6.2bn | n.a. | n.a. |
| Q2 2020 | 22 | $10.0bn | n.a. | n.a. |
| Q3 2020 | 25 | $10.7bn | n.a. | n.a. |
| Q4 2020 | 17 | $11.6bn | n.a. | n.a. |
| Q1 2021 | 18 | $10.4bn | n.a. | n.a. |
| Q2 2021 | 22 | $13.6bn | n.a. | n.a. |
| Q3 2021 | 16 | $14.8bn | n.a. | n.a. |
| Q4 2021 | 22 | $14.4bn | n.a. | n.a. |
| Q1 2022 | 20 | $13.2bn | n.a. | n.a. |
| Q2 2022 | 20 | $9.7bn | n.a. | n.a. |
| Q3 2022 | 24 | $9.5bn | n.a. | n.a. |
| Q4 2022 | 23 | $11.3bn | n.a. | n.a. |
| Q1 2023 | 32 | $13.7bn | n.a. | n.a. |
| Q2 2023 | 31 | $13.4bn | n.a. | n.a. |
| Q3 2023 | 27 | $13.0bn | n.a. | n.a. |
| Q4 2023 | 22 | $15.4bn | 10 | 19 |
| Q1 2024 | 19 | $11.3bn | 14 | 9 |
| Q2 2024 | 21 | $8.7bn | 17 | 6 |
| Q3 2024 | 14 | $6.1bn | 10 | 6 |
| Q4 2024 | 26 | $9.9bn | 20 | 7 |
| Q1 2025 | 17 | $8.4bn | 14 | 6 |
| Q2 2025 | 17 | $4.9bn | 11 | 6 |
| Q3 2025 | 16 | $2.3bn | 11 | 6 |
| Q4 2025 | 16 | $2.6bn | 19 | 18 |
| Q1 2026 | 13 | $1.5bn | 16 | 21 |
| Q2 2026 | 6 | $175m | 12 | 23 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LULU and AMZN →LULU and TSLA →LULU and HD →Choose a stock to compare with LULU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LULU, latest filings →Back to the 13F Explorer →