LULU US Equity

lululemon athletica inc.

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Consumer Discretionary · Apparel & Other Finishd Prods of Fabrics & Similar Matl · CIK 1397187 · FYE 0202

$119.03

-1.29 (-1.07%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding LULU · 2026-Q1 methodology → sources →

939 holders

% of shares outstanding held

77.8%

Shares held (13F)

84,418,479

Reporting holders

939

Top holders

largest 100 of 939 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	9,501,5489.5M	$1.5B	8.76%	TRIM -4%
2	VANGUARD CAPITAL MANAGEMENT LLC	6,930,6226.9M	$1.1B	6.39%	NEW†
3	VANGUARD PORTFOLIO MANAGEMENT LLC	5,171,3325.2M	$792M	4.77%	NEW†
4	STATE STREET CORP	4,521,3264.5M	$692M	4.17%	—
5	FMR LLC	4,304,0164.3M	$659M	3.97%	TRIM -14%
6	GEODE CAPITAL MANAGEMENT, LLC	3,101,3253.1M	$473M	2.86%	—
7	FEDERATED HERMES, INC.	3,002,7673.0M	$460M	2.77%	ADD 2271%
8	FLOSSBACH VON STORCH SE	1,857,9051.9M	$284M	1.71%	—
9	MORGAN STANLEY	1,827,5001.8M	$280M	1.69%	TRIM -17%
10	Invesco Ltd.	1,816,6241.8M	$278M	1.68%	ADD 17%
11	AQR CAPITAL MANAGEMENT LLC	1,495,8661.5M	$223M	1.38%	ADD 3786%
12	DIMENSIONAL FUND ADVISORS LP	1,208,2111.2M	$185M	1.11%	TRIM -5%
13	MARSHALL WACE, LLP	1,057,6481.1M	$162M	0.98%	TRIM -55%
14	Legal & General Group Plc	1,007,5671.0M	$154M	0.93%	ADD 3%
15	NORTHERN TRUST CORP	990,995990,995	$152M	0.91%	TRIM -2%
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	983,757983,757	$151M	0.91%	ADD 20%
17	VIKING GLOBAL INVESTORS LPtracked	980,568980,568	$150M	0.90%	NEW
18	JANE STREET GROUP, LLC	970,796970,796	$149M	0.90%	ADD 71%
19	JPMORGAN CHASE & CO	947,166947,166	$138M	0.87%	ADD 197%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	868,247868,247	$133M	0.80%	ADD 5%
21	BANK OF AMERICA CORP /DE/	846,381846,381	$130M	0.78%	ADD 18%
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	816,684816,684	$125M	0.75%	ADD 3%
23	WELLINGTON MANAGEMENT GROUP LLP	713,306713,306	$109M	0.66%	ADD 292%
24	GOLDMAN SACHS GROUP INC	698,419698,419	$107M	0.64%	TRIM -29%
25	Amundi	670,655670,655	$103M	0.62%	ADD 33%
26	Caisse de depot et placement du Quebec	629,620629,620	$96M	0.58%	—
27	VANGUARD FIDUCIARY TRUST CO	608,058608,058	$93M	0.56%	NEW
28	Point72 Asset Management, L.P.	598,867598,867	$92M	0.55%	TRIM -41%
29	LOS ANGELES CAPITAL MANAGEMENT LLC	598,158598,158	$92M	0.55%	ADD 3332%
30	CITADEL ADVISORS LLC	584,578584,578	$89M	0.54%	TRIM -11%
31	VICTORY CAPITAL MANAGEMENT INC	580,632580,632	$89M	0.54%	ADD 525%
32	CITIGROUP INC	580,060580,060	$89M	0.53%	ADD 3%
33	BARCLAYS PLC	569,456569,456	$87M	0.53%	—
34	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	562,989562,989	$86M	0.52%	ADD 35%
35	Bank of New York Mellon Corp	542,887542,887	$83M	0.50%	TRIM -11%
36	UBS Group AG	481,576481,576	$74M	0.44%	TRIM -20%
37	BNP PARIBAS FINANCIAL MARKETS	480,774480,774	$74M	0.44%	ADD 19%
38	DEUTSCHE BANK AG\	474,155474,155	$73M	0.44%	ADD 4%
39	WELLS FARGO & COMPANY/MN	443,216443,216	$68M	0.41%	ADD 19%
40	Squarepoint Ops LLC	406,215406,215	$62M	0.37%	TRIM -43%
41	Nuveen, LLC	390,182390,182	$60M	0.36%	TRIM -2%
42	Baird Financial Group, Inc.	384,769384,769	$59M	0.35%	ADD 38%
43	MANUFACTURERS LIFE INSURANCE COMPANY, THE	379,611379,611	$58M	0.35%	TRIM -3%
44	CAPITOLIS LIQUID GLOBAL MARKETS LLC	350,000350,000	$54M	0.32%	NEW
45	HSBC HOLDINGS PLC	346,232346,232	$53M	0.32%	TRIM -37%
46	Gotham Asset Management, LLC	329,244329,244	$50M	0.30%	ADD 17%
47	Swiss National Bank	312,800312,800	$48M	0.29%	ADD 6%
48	AMERICAN CENTURY COMPANIES INC	308,036308,036	$47M	0.28%	TRIM -16%
49	ROYAL BANK OF CANADA	307,147307,147	$47M	0.28%	TRIM -29%
50	M&G PLC	282,749282,749	$43M	0.26%	ADD 2%
51	Sumitomo Mitsui Trust Group, Inc.	268,119268,119	$41M	0.25%	TRIM -6%
52	NATIONAL BANK OF CANADA /FI/	264,486264,486	$40M	0.24%	TRIM -63%
53	CANADA PENSION PLAN INVESTMENT BOARD	259,923259,923	$40M	0.24%	ADD 13%
54	Mitsubishi UFJ Asset Management Co., Ltd.	248,377248,377	$38M	0.23%	ADD 6%
55	Vanguard Global Advisers, LLC	235,689235,689	$36M	0.22%	NEW
56	Walleye Trading LLC	234,755234,755	$36M	0.22%	TRIM -17%
57	D. E. Shaw & Co., Inc.	233,988233,988	$36M	0.22%	ADD 28%
58	RHUMBLINE ADVISERS	206,070206,070	$32M	0.19%	—
59	CIBC WORLD MARKET INC.	189,792189,792	$29M	0.18%	ADD 15%
60	LETKO, BROSSEAU & ASSOCIATES INC	183,843183,843	$28M	0.17%	ADD 4%
61	VANGUARD ASSET MANAGEMENT, Ltd	180,517180,517	$28M	0.17%	NEW
62	Assenagon Asset Management S.A.	175,169175,169	$27M	0.16%	TRIM -60%
63	ALLIANCEBERNSTEIN L.P.	125,171125,171	$26M	0.12%	TRIM -15%
64	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	169,007169,007	$26M	0.16%	TRIM -3%
65	BANK OF MONTREAL /CAN/	164,545164,545	$25M	0.15%	TRIM -20%
66	Rockefeller Capital Management L.P.	162,853162,853	$25M	0.15%	ADD 30%
67	AMERIPRISE FINANCIAL INC	161,464161,464	$25M	0.15%	TRIM -11%
68	SG Americas Securities, LLC	160,202160,202	$25M	0.15%	TRIM -36%
69	Quantinno Capital Management LP	158,053158,053	$24M	0.15%	—
70	PRICE T ROWE ASSOCIATES INC /MD/	154,618154,618	$24M	0.14%	TRIM -5%
71	VR Advisory Services Ltd	148,702148,702	$23M	0.14%	ADD 26%
72	PRINCIPAL FINANCIAL GROUP INC	147,928147,928	$23M	0.14%	ADD 7%
73	California Public Employees Retirement System	144,965144,965	$22M	0.13%	TRIM -23%
74	CAPSTONE INVESTMENT ADVISORS, LLC	144,317144,317	$22M	0.13%	ADD 113%
75	Giverny Capital Inc.	142,600142,600	$22M	0.13%	—
76	DANSKE BANK A/S	141,704141,704	$22M	0.13%	ADD 113%
77	IEQ CAPITAL, LLC	141,063141,063	$22M	0.13%	ADD 2193%
78	SCOTIA CAPITAL INC.	136,736136,736	$21M	0.13%	—
79	Candriam S.C.A.	133,856133,856	$20M	0.12%	ADD 135%
80	MILLENNIUM MANAGEMENT LLC	133,732133,732	$20M	0.12%	TRIM -76%
81	Grantham, Mayo, Van Otterloo & Co. LLC	128,136128,136	$20M	0.12%	ADD 122%
82	Russell Investments Group, Ltd.	125,144125,144	$19M	0.12%	TRIM -6%
83	Ensign Peak Advisors, Inc	123,311123,311	$19M	0.11%	TRIM -8%
84	KLP KAPITALFORVALTNING AS	121,500121,500	$19M	0.11%	ADD 199%
85	NATIXIS	121,054121,054	$19M	0.11%	ADD 741%
86	Pictet Asset Management Holding SA	108,710108,710	$17M	0.10%	ADD 76%
87	JONES FINANCIAL COMPANIES LLLP	111,267111,267	$16M	0.10%	ADD 132%
88	Rule One Partners, LLC	104,200104,200	$16M	0.10%	—
89	ROCKLAND TRUST CO	104,000104,000	$16M	0.10%	NEW
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	100,602100,602	$15M	0.09%	ADD 3%
91	Mariner, LLC	99,29499,294	$15M	0.09%	ADD 384%
92	Waratah Capital Advisors Ltd.	97,09397,093	$15M	0.09%	ADD 56%
93	FRANKLIN RESOURCES INC	96,44396,443	$15M	0.09%	TRIM -90%
94	Mitsubishi UFJ Trust & Banking Corp	96,25396,253	$15M	0.09%	ADD 77%
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	95,20095,200	$15M	0.09%	TRIM -11%
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	92,86092,860	$14M	0.09%	—
97	CWM, LLC	91,57191,571	$14M	0.08%	ADD 314%
98	Quinn Opportunity Partners LLC	89,03289,032	$14M	0.08%	ADD 7%
99	Boston Trust Walden Corp	88,33588,335	$14M	0.08%	TRIM -19%
100	Korea Investment CORP	87,15087,150	$13M	0.08%	TRIM -8%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

9.3M

9.6M

10.0M

9.9M

9.5M

$1.5B

VANGUARD CAPITAL MANAGEMENT LLC

—

6.9M

$1.1B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

5.2M

$792M

STATE STREET CORP

4.9M

4.8M

4.7M

4.6M

4.5M

$692M

FMR LLC

9.4M

14.5M

11.9M

4.1M

5.0M

4.3M

$659M

GEODE CAPITAL MANAGEMENT, LLC

2.5M

3.0M

3.1M

$473M

FEDERATED HERMES, INC.

524

105K

18K

127K

3.0M

$460M

FLOSSBACH VON STORCH SE

1.3M

1.4M

1.6M

1.9M

$284M

MORGAN STANLEY

2.3M

2.0M

1.9M

2.1M

2.2M

1.8M

$280M

Invesco Ltd.

1.3M

1.4M

1.7M

2.2M

1.6M

1.8M

$278M

AQR CAPITAL MANAGEMENT LLC

143K

244K

338K

49K

38K

1.5M

$223M

DIMENSIONAL FUND ADVISORS LP

699K

773K

992K

1.3M

1.2M

$185M

MARSHALL WACE, LLP

66K

—

53K

384K

2.4M

1.1M

$162M

Legal & General Group Plc

824K

846K

839K

969K

982K

1.0M

$154M

NORTHERN TRUST CORP

1.1M

1.0M

991K

$152M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	939	84,418,479	77.8%	$12.9B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · LULU

Activists — 13D, active intent

Wilson Dennis J.8.6%▼ -0.1ppSCHEDULE 13D/A · Amd 23 · event 2026-07-17SEC →

9,740,710 shares · 9 reporting persons

LIPO Investments (USA) Inc.8.4%no changeSCHEDULE 13D/A · Amd 11 · event 2025-12-12SEC →

9,904,856 shares · 8 reporting persons

“Item 4 is hereby amended and supplemented as follows: On December 12, 2025, in response to the announcement of the market-unanticipated departure of the Issuer's Chief Executive Officer, Calvin McDonald, Mr. Wilson issued a press release (the "December 12th Press Release"), a copy of which is attached as Exhibit 5 to this Amendment. In the December 12th Press Release, Mr. Wilson set forth his views regarding the Issuer's failure to effectively manage a succession plan, and reiterated his belief ”

Large holders — 13G, passive (top 4 by % of class)

Holder

% of class

Type

As of

VANGUARD CAPITAL MANAGEMENT LLC

7.22%

QII

2026-03-31

Institutional ownership· 13F filers holding LULU · 2026-Q1 methodology → sources →

939 holders

% of shares outstanding held

77.8%

Shares held (13F)

84,418,479

Reporting holders

939

Top holders

largest 100 of 939 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	9,501,5489.5M	$1.5B	8.76%	TRIM -4%
2	VANGUARD CAPITAL MANAGEMENT LLC	6,930,6226.9M	$1.1B	6.39%	NEW†
3	VANGUARD PORTFOLIO MANAGEMENT LLC	5,171,3325.2M	$792M	4.77%	NEW†
4	STATE STREET CORP	4,521,3264.5M	$692M	4.17%	—
5	FMR LLC	4,304,0164.3M	$659M	3.97%	TRIM -14%
6	GEODE CAPITAL MANAGEMENT, LLC	3,101,3253.1M	$473M	2.86%	—
7	FEDERATED HERMES, INC.	3,002,7673.0M	$460M	2.77%	ADD 2271%
8	FLOSSBACH VON STORCH SE	1,857,9051.9M	$284M	1.71%	—
9	MORGAN STANLEY	1,827,5001.8M	$280M	1.69%	TRIM -17%
10	Invesco Ltd.	1,816,6241.8M	$278M	1.68%	ADD 17%
11	AQR CAPITAL MANAGEMENT LLC	1,495,8661.5M	$223M	1.38%	ADD 3786%
12	DIMENSIONAL FUND ADVISORS LP	1,208,2111.2M	$185M	1.11%	TRIM -5%
13	MARSHALL WACE, LLP	1,057,6481.1M	$162M	0.98%	TRIM -55%
14	Legal & General Group Plc	1,007,5671.0M	$154M	0.93%	ADD 3%
15	NORTHERN TRUST CORP	990,995990,995	$152M	0.91%	TRIM -2%
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	983,757983,757	$151M	0.91%	ADD 20%
17	VIKING GLOBAL INVESTORS LPtracked	980,568980,568	$150M	0.90%	NEW
18	JANE STREET GROUP, LLC	970,796970,796	$149M	0.90%	ADD 71%
19	JPMORGAN CHASE & CO	947,166947,166	$138M	0.87%	ADD 197%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	868,247868,247	$133M	0.80%	ADD 5%
21	BANK OF AMERICA CORP /DE/	846,381846,381	$130M	0.78%	ADD 18%
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	816,684816,684	$125M	0.75%	ADD 3%
23	WELLINGTON MANAGEMENT GROUP LLP	713,306713,306	$109M	0.66%	ADD 292%
24	GOLDMAN SACHS GROUP INC	698,419698,419	$107M	0.64%	TRIM -29%
25	Amundi	670,655670,655	$103M	0.62%	ADD 33%
26	Caisse de depot et placement du Quebec	629,620629,620	$96M	0.58%	—
27	VANGUARD FIDUCIARY TRUST CO	608,058608,058	$93M	0.56%	NEW
28	Point72 Asset Management, L.P.	598,867598,867	$92M	0.55%	TRIM -41%
29	LOS ANGELES CAPITAL MANAGEMENT LLC	598,158598,158	$92M	0.55%	ADD 3332%
30	CITADEL ADVISORS LLC	584,578584,578	$89M	0.54%	TRIM -11%
31	VICTORY CAPITAL MANAGEMENT INC	580,632580,632	$89M	0.54%	ADD 525%
32	CITIGROUP INC	580,060580,060	$89M	0.53%	ADD 3%
33	BARCLAYS PLC	569,456569,456	$87M	0.53%	—
34	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	562,989562,989	$86M	0.52%	ADD 35%
35	Bank of New York Mellon Corp	542,887542,887	$83M	0.50%	TRIM -11%
36	UBS Group AG	481,576481,576	$74M	0.44%	TRIM -20%
37	BNP PARIBAS FINANCIAL MARKETS	480,774480,774	$74M	0.44%	ADD 19%
38	DEUTSCHE BANK AG\	474,155474,155	$73M	0.44%	ADD 4%
39	WELLS FARGO & COMPANY/MN	443,216443,216	$68M	0.41%	ADD 19%
40	Squarepoint Ops LLC	406,215406,215	$62M	0.37%	TRIM -43%
41	Nuveen, LLC	390,182390,182	$60M	0.36%	TRIM -2%
42	Baird Financial Group, Inc.	384,769384,769	$59M	0.35%	ADD 38%
43	MANUFACTURERS LIFE INSURANCE COMPANY, THE	379,611379,611	$58M	0.35%	TRIM -3%
44	CAPITOLIS LIQUID GLOBAL MARKETS LLC	350,000350,000	$54M	0.32%	NEW
45	HSBC HOLDINGS PLC	346,232346,232	$53M	0.32%	TRIM -37%
46	Gotham Asset Management, LLC	329,244329,244	$50M	0.30%	ADD 17%
47	Swiss National Bank	312,800312,800	$48M	0.29%	ADD 6%
48	AMERICAN CENTURY COMPANIES INC	308,036308,036	$47M	0.28%	TRIM -16%
49	ROYAL BANK OF CANADA	307,147307,147	$47M	0.28%	TRIM -29%
50	M&G PLC	282,749282,749	$43M	0.26%	ADD 2%
51	Sumitomo Mitsui Trust Group, Inc.	268,119268,119	$41M	0.25%	TRIM -6%
52	NATIONAL BANK OF CANADA /FI/	264,486264,486	$40M	0.24%	TRIM -63%
53	CANADA PENSION PLAN INVESTMENT BOARD	259,923259,923	$40M	0.24%	ADD 13%
54	Mitsubishi UFJ Asset Management Co., Ltd.	248,377248,377	$38M	0.23%	ADD 6%
55	Vanguard Global Advisers, LLC	235,689235,689	$36M	0.22%	NEW
56	Walleye Trading LLC	234,755234,755	$36M	0.22%	TRIM -17%
57	D. E. Shaw & Co., Inc.	233,988233,988	$36M	0.22%	ADD 28%
58	RHUMBLINE ADVISERS	206,070206,070	$32M	0.19%	—
59	CIBC WORLD MARKET INC.	189,792189,792	$29M	0.18%	ADD 15%
60	LETKO, BROSSEAU & ASSOCIATES INC	183,843183,843	$28M	0.17%	ADD 4%
61	VANGUARD ASSET MANAGEMENT, Ltd	180,517180,517	$28M	0.17%	NEW
62	Assenagon Asset Management S.A.	175,169175,169	$27M	0.16%	TRIM -60%
63	ALLIANCEBERNSTEIN L.P.	125,171125,171	$26M	0.12%	TRIM -15%
64	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	169,007169,007	$26M	0.16%	TRIM -3%
65	BANK OF MONTREAL /CAN/	164,545164,545	$25M	0.15%	TRIM -20%
66	Rockefeller Capital Management L.P.	162,853162,853	$25M	0.15%	ADD 30%
67	AMERIPRISE FINANCIAL INC	161,464161,464	$25M	0.15%	TRIM -11%
68	SG Americas Securities, LLC	160,202160,202	$25M	0.15%	TRIM -36%
69	Quantinno Capital Management LP	158,053158,053	$24M	0.15%	—
70	PRICE T ROWE ASSOCIATES INC /MD/	154,618154,618	$24M	0.14%	TRIM -5%
71	VR Advisory Services Ltd	148,702148,702	$23M	0.14%	ADD 26%
72	PRINCIPAL FINANCIAL GROUP INC	147,928147,928	$23M	0.14%	ADD 7%
73	California Public Employees Retirement System	144,965144,965	$22M	0.13%	TRIM -23%
74	CAPSTONE INVESTMENT ADVISORS, LLC	144,317144,317	$22M	0.13%	ADD 113%
75	Giverny Capital Inc.	142,600142,600	$22M	0.13%	—
76	DANSKE BANK A/S	141,704141,704	$22M	0.13%	ADD 113%
77	IEQ CAPITAL, LLC	141,063141,063	$22M	0.13%	ADD 2193%
78	SCOTIA CAPITAL INC.	136,736136,736	$21M	0.13%	—
79	Candriam S.C.A.	133,856133,856	$20M	0.12%	ADD 135%
80	MILLENNIUM MANAGEMENT LLC	133,732133,732	$20M	0.12%	TRIM -76%
81	Grantham, Mayo, Van Otterloo & Co. LLC	128,136128,136	$20M	0.12%	ADD 122%
82	Russell Investments Group, Ltd.	125,144125,144	$19M	0.12%	TRIM -6%
83	Ensign Peak Advisors, Inc	123,311123,311	$19M	0.11%	TRIM -8%
84	KLP KAPITALFORVALTNING AS	121,500121,500	$19M	0.11%	ADD 199%
85	NATIXIS	121,054121,054	$19M	0.11%	ADD 741%
86	Pictet Asset Management Holding SA	108,710108,710	$17M	0.10%	ADD 76%
87	JONES FINANCIAL COMPANIES LLLP	111,267111,267	$16M	0.10%	ADD 132%
88	Rule One Partners, LLC	104,200104,200	$16M	0.10%	—
89	ROCKLAND TRUST CO	104,000104,000	$16M	0.10%	NEW
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	100,602100,602	$15M	0.09%	ADD 3%
91	Mariner, LLC	99,29499,294	$15M	0.09%	ADD 384%
92	Waratah Capital Advisors Ltd.	97,09397,093	$15M	0.09%	ADD 56%
93	FRANKLIN RESOURCES INC	96,44396,443	$15M	0.09%	TRIM -90%
94	Mitsubishi UFJ Trust & Banking Corp	96,25396,253	$15M	0.09%	ADD 77%
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	95,20095,200	$15M	0.09%	TRIM -11%
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	92,86092,860	$14M	0.09%	—
97	CWM, LLC	91,57191,571	$14M	0.08%	ADD 314%
98	Quinn Opportunity Partners LLC	89,03289,032	$14M	0.08%	ADD 7%
99	Boston Trust Walden Corp	88,33588,335	$14M	0.08%	TRIM -19%
100	Korea Investment CORP	87,15087,150	$13M	0.08%	TRIM -8%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

9.3M

9.6M

10.0M

9.9M

9.5M

$1.5B

VANGUARD CAPITAL MANAGEMENT LLC

—

6.9M

$1.1B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

5.2M

$792M

STATE STREET CORP

4.9M

4.8M

4.7M

4.6M

4.5M

$692M

FMR LLC

9.4M

14.5M

11.9M

4.1M

5.0M

4.3M

$659M

GEODE CAPITAL MANAGEMENT, LLC

2.5M

3.0M

3.1M

$473M

FEDERATED HERMES, INC.

524

105K

18K

127K

3.0M

$460M

FLOSSBACH VON STORCH SE

1.3M

1.4M

1.6M

1.9M

$284M

MORGAN STANLEY

2.3M

2.0M

1.9M

2.1M

2.2M

1.8M

$280M

Invesco Ltd.

1.3M

1.4M

1.7M

2.2M

1.6M

1.8M

$278M

AQR CAPITAL MANAGEMENT LLC

143K

244K

338K

49K

38K

1.5M

$223M

DIMENSIONAL FUND ADVISORS LP

699K

773K

992K

1.3M

1.2M

$185M

MARSHALL WACE, LLP

66K

—

53K

384K

2.4M

1.1M

$162M

Legal & General Group Plc

824K

846K

839K

969K

982K

1.0M

$154M

NORTHERN TRUST CORP

1.1M

1.0M

991K

$152M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	939	84,418,479	77.8%	$12.9B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · LULU

Activists — 13D, active intent

Wilson Dennis J.8.6%▼ -0.1ppSCHEDULE 13D/A · Amd 23 · event 2026-07-17SEC →

9,740,710 shares · 9 reporting persons

LIPO Investments (USA) Inc.8.4%no changeSCHEDULE 13D/A · Amd 11 · event 2025-12-12SEC →

9,904,856 shares · 8 reporting persons

Large holders — 13G, passive (top 4 by % of class)

Holder

% of class

Type

As of

VANGUARD CAPITAL MANAGEMENT LLC

7.22%

QII

2026-03-31

LULU US Equity☆

Institutional ownership· 13F filers holding LULU · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · LULU

Institutional ownership· 13F filers holding LULU · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · LULU

LULU US Equity