- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 26
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 12 listed it in both
- Shares listed
- 25,777,064
- combined, among listed positions
- Reported value
- $9.9bn
- combined, at the quarter end
Among the 94 comparable managers: 20 buyers (opened or added shares) and 7 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 Q4 2024
26 of 26 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 4,848,613 shares now+2,371,079
- AllianceBernstein LPexisting position · 4,397,588 shares now+571,657
- Capital World Investorsexisting position · 2,163,484 shares now+556,406
- Arrowstreet Capital LPexisting position · 539,441 shares now+251,015
- Hudson Bay Capital Management LPnew position · 135,006 shares now+135,006
Reductions
- Fidelity (FMR LLC)existing position · 9,411,341 shares now-1,276,531
- Man Group PLCexisting position · 70,160 shares now-384,112
- Invesco Ltdexisting position · 1,294,079 shares now-201,199
- Bridgewater Associates LPexisting position · 38,643 shares now-101,390
- D. E. Shaw & Co.existing position · 282,939 shares now-50,209
New positions and exits
New (7)
Exited (1)
- Two Sigma Advisers LPwas $106m
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.
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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 →