LULU in the 13F filings

Lululemon Athletica Inc · CUSIP 550021109

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 32; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 12 listed it in both
Shares listed: 15,061,845; combined, among listed positions
Reported value: $2.3bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -440,821.

Managers listing LULU in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

32 of 32 holders

				Action		Filing
Fidelity (FMR LLC)	4,304,016	$659m	under 0.1%	Trimmed	-680,273	15 May 2026 (the filing on sec.gov)
Invesco Ltd	1,816,624	$278m	under 0.1%	Added	+261,055	12 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	1,495,866	$223m	0.10%	Added	+1,457,373	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	1,057,648	$162m	0.16%	Trimmed	-1,312,688	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	983,757	$151m	under 0.1%	Added	+166,276	15 May 2026 (the filing on sec.gov)
Viking Global Investors LP	980,568	$150m	0.42%	New	new	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	970,796	$149m	under 0.1%	Added	+402,867	12 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	713,306	$109m	under 0.1%	Added	+531,354	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	598,867	$92m	0.12%	Trimmed	-409,950	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	584,578	$89m	under 0.1%	Trimmed	-75,688	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	406,215	$62m	0.07%	Trimmed	-304,434	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	233,988	$36m	under 0.1%	Added	+51,281	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	125,171	$26m	under 0.1%	Trimmed	-22,793	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	154,618	$24m	under 0.1%	Trimmed	-8,800	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	133,732	$20m	under 0.1%	Trimmed	-421,636	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	82,542	$13m	under 0.1%	Added	+43,484	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	81,325	$12m	under 0.1%	Trimmed	-557,978	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	71,936	$11m	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
Walleye Capital LLC	70,693	$11m	under 0.1%	Trimmed	-224,396	13 May 2026 (the filing on sec.gov)
Man Group PLC	48,086	$7.4m	under 0.1%	Trimmed	-1,939	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	36,395	$5.6m	under 0.1%	Trimmed	-107,059	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	29,796	$4.6m	under 0.1%	Trimmed	-65,487	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	17,988	$2.8m	under 0.1%	Added	+5,686	27 Oct 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	15,445	$2.4m	under 0.1%	Added	+227	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	13,591	$2.1m	under 0.1%	Trimmed	-936	18 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

AQR Capital Management LLCexisting position · 1,495,866 shares now+1,457,373
Viking Global Investors LPnew position · 980,568 shares now+980,568
Wellington Management Group LLPexisting position · 713,306 shares now+531,354
Jane Street Group LLCexisting position · 970,796 shares now+402,867
Invesco Ltdexisting position · 1,816,624 shares now+261,055

Reductions

Marshall Wace LLPexisting position · 1,057,648 shares now-1,312,688
Fidelity (FMR LLC)existing position · 4,304,016 shares now-680,273
Holocene Advisors LPexisting position · 81,325 shares now-557,978
Millennium Management LLCexisting position · 133,732 shares now-421,636
Point72 Asset Management LPexisting position · 598,867 shares now-409,950

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (5)

ExodusPoint Capital Management LPwas $8.2m
Freestone Grove Partners LPwas $5.3m
Quantbot Technologies LPwas $4.6m
Hudson Bay Capital Management LPwas $3.5m
Maverick Capital Ltdwas $2.5m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

14 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

LULU by quarter
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 →

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