LULULEMON ATHLETICA INC LULU
COM · Common Stock · CUSIP 550021109 · ISIN US5500211090
Canadian athletic apparel retailer
- SectorConsumer discretionary
- IndustryApparel & Other Finishd Prods of Fabrics & Similar Matl
- HeadquartersVancouver, Canada
- Founded1998
- Websiteshop.lululemon.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($45.3m this quarter). Holder counts are more reliable. Shares outstanding: 108.4m as of 2026-05-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $114.25. Options: 50 managers hold calls ($1.7bn notional), 47 hold puts ($1.7bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 977 |
| Q4 2022 | 1,061 |
| Q1 2023 | 1,062 |
| Q2 2023 | 1,087 |
| Q3 2023 | 1,088 |
| Q4 2023 | 1,234 |
| Q1 2024 | 1,190 |
| Q2 2024 | 1,082 |
| Q3 2024 | 1,083 |
| Q4 2024 | 1,233 |
| Q1 2025 | 1,140 |
| Q2 2025 | 1,052 |
| Q3 2025 | 925 |
| Q4 2025 | 1,011 |
| Q1 2026 | 957 |
| Q2 2026 | 849 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 530 | 540 |
| Q4 2024 | 561 | 552 |
| Q1 2025 | 555 | 604 |
| Q2 2025 | 509 | 612 |
| Q3 2025 | 427 | 605 |
| Q4 2025 | 484 | 502 |
| Q1 2026 | 452 | 543 |
| Q2 2026 | 392 | 556 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.9bn | $4.4bn | 1.11 |
| Q4 2025 | $3.9bn | $4.4bn | 1.14 |
| Q1 2026 | $1.9bn | $2.2bn | 1.19 |
| Q2 2026 | $1.7bn | $1.7bn | 1.00 |
Biggest buyers
| FIL Ltd | Added | +2.0m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | New | +723.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +680.7k |
| FEDERATED HERMES, INC. | Added | +622.4k |
| GOLDMAN SACHS GROUP INC | Added | +617.3k |
| Invesco Ltd. | Added | +515.1k |
| CITADEL ADVISORS LLC | Added | +489.6k |
| UBS Group AG | Added | +447.4k |
| CITIGROUP INC | Added | +397.9k |
| RENAISSANCE TECHNOLOGIES LLC | New | +377.8k |
Biggest sellers
| FMR LLC | Reduced | -3.4m |
| VIKING GLOBAL INVESTORS LP | Sold out | -980.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -702.8k |
| MARSHALL WACE, LLP | Reduced | -677.2k |
| BlackRock, Inc. | Reduced | -650.9k |
| Point72 Asset Management, L.P. | Sold out | -598.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -594.3k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -561.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -515.7k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -502.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $582.7m5.1m shares |
| CITADEL ADVISORS LLC | Added | $269.1m2.4m shares |
| IMC-Chicago, LLC | Added | $183.0m1.6m shares |
| JANE STREET GROUP, LLC | Added | $183.0m1.6m shares |
| UBS Group AG | Added | $74.2m649.9k shares |
| Point72 Asset Management, L.P. | Added | $54.1m473.5k shares |
| Squarepoint Ops LLC | Added | $47.2m413.0k shares |
| Qube Research & Technologies Ltd | Added | $45.1m394.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $44.5m390.0k shares |
| SIMPLEX TRADING, LLC | Added | $37.4m327.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $403.6m3.5m shares |
| CITADEL ADVISORS LLC | Added | $325.3m2.8m shares |
| JANE STREET GROUP, LLC | Reduced | $188.7m1.7m shares |
| IMC-Chicago, LLC | Added | $118.7m1.0m shares |
| D. E. Shaw & Co., Inc. | Reduced | $95.9m839.5k shares |
| Walleye Trading LLC | Reduced | $72.3m632.8k shares |
| Squarepoint Ops LLC | Added | $41.7m364.8k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $41.5m3.6k shares |
| GOLDMAN SACHS GROUP INC | Added | $41.4m362.4k shares |
| Qube Research & Technologies Ltd | Reduced | $36.1m316.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Wilson Dennis J. 13D · may seek influence +0.2 pts · filed 2026-09-03 | 8.6% |
LIPO Investments (USA) Inc.
13D · may seek influence
no change · filed 2025-12-15
Stated purposeItem 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 in the need for the Issuer to add refreshed, experienced directors who can advise on the CEO selection process and hold management accountable to restore the value of the Issuer for shareholders. The information contained in Exhibit 5 of this Amendment is incorporated herein by reference. Mr. Wils… Full filing |
8.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.2% |
| BlackRock, Inc. 13G · institution filed 2026-10-27 | 5.8% |
| SUSQUEHANNA SECURITIES, LLC 13G · institution new · filed 2025-11-13 | 5.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $10.9m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $6.4m | — |
| Q3 2025 | 0 | — | 1 | $109.5k | — |
| Q4 2025 | 0 | — | 2 | $3.3m | — |
| Q1 2026 | 1 | $1,000.0k | 0 | — | — |
| Q2 2026 | 2 | $995.0k | 1 | $100.1k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-15 | Bergh Charles V Director · By Trust | Bought | $500.4k4.3k shares |
| 2026-04-08 | NEUBURGER NICOLE Chief Brand Officer | Sold | $100.1k622 shares |
| 2026-04-01 | MAESTRINI ANDRE Pres, CCO & Interim Co-CEO | Bought | $494.6k3.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 8.9m $1.0bn | Reduced -650.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 6.8m $779.8m | Reduced -100.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 5.0m $576.4m | Reduced -123.2k |
| STATE STREET CORP 0.02% of their portfolio | 4.5m $515.8m | Reduced -3.9k |
| FEDERATED HERMES, INC. 0.60% of their portfolio | 3.6m $413.9m | Added +622.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.0m $337.9m | Reduced -131.3k |
| Invesco Ltd. 0.02% of their portfolio | 2.3m $266.2m | Added +515.1k |
| FIL Ltd 0.17% of their portfolio | 2.0m $231.3m | Added +2.0m |
| FLOSSBACH VON STORCH SE 0.94% of their portfolio | 1.8m $207.4m | Reduced -41.5k |
| MORGAN STANLEY 0.01% of their portfolio | 1.6m $184.8m | Reduced -209.3k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $150.2m | Added +617.3k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 1.1m $123.0m | Added +106.4k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.1m $122.7m | Added +489.6k |
| NORGES BANK 0.01% of their portfolio | 1.0m $117.8m | Not comparable |
| CITIGROUP INC 0.05% of their portfolio | 978.0k $111.7m | Added +397.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 945.2k $107.9m | Added +77.0k |
| UBS Group AG 0.02% of their portfolio | 929.0k $106.1m | Added +447.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 917.0k $104.7m | Reduced -74.0k |
| FMR LLC 0.00% of their portfolio | 908.9k $103.8m | Reduced -3.4m |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 901.6k $101.5m | Reduced -594.3k |
| Legal & General Group Plc 0.02% of their portfolio | 881.6k $100.7m | Reduced -126.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 867.8k $99.2m | Reduced -79.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 821.6k $93.8m | Added +4.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 771.9k $88.1m | Reduced -211.8k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.25% of their portfolio | 723.0k $82.6m | New |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 705.7k $80.6m | Added +231.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.29% of their portfolio | 696.3k $79.5m | Added +680.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 674.1k $77.0m | Added +230.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 646.3k $73.8m | Reduced -561.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 615.2k $70.2m | Reduced -231.2k |
| BARCLAYS PLC 0.02% of their portfolio | 595.6k $68.0m | Added +26.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 587.2k $67.1m | Reduced -20.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 546.6k $62.4m | Added +238.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 533.7k $60.9m | Added +52.9k |
| Gotham Asset Management, LLC 0.14% of their portfolio | 519.9k $59.4m | Added +190.7k |
| M&G PLC 0.28% of their portfolio | 488.0k $55.6m | Added +205.3k |
| Amundi 0.01% of their portfolio | 452.2k $51.6m | Reduced -218.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 437.0k $49.9m | Added +129.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 428.9k $49.0m | Reduced -114.0k |
| Baird Financial Group, Inc. 0.06% of their portfolio | 413.4k $47.2m | Added +28.6k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 380.5k $43.4m | Reduced -677.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 377.8k $43.1m | New |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 373.7k $42.7m | Reduced -255.9k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 359.4k $40.9m | Added +13.1k |
| CIBC WORLD MARKET INC. 0.07% of their portfolio | 356.0k $40.6m | Added +166.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio | 346.6k $39.6m | New |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 316.8k $36.2m | Added +52.3k |
| Nuveen, LLC 0.01% of their portfolio | 314.4k $35.9m | Reduced -75.8k |
| VR Advisory Services Ltd 3.13% of their portfolio | 309.4k $35.3m | Added +160.7k |
| Squarepoint Ops LLC 0.07% of their portfolio | 305.0k $34.8m | Reduced -101.2k |
| Quinn Opportunity Partners LLC 1.57% of their portfolio | 294.4k $33.6m | Added +205.4k |
| Swiss National Bank 0.02% of their portfolio | 280.4k $32.0m | Reduced -32.4k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.46% of their portfolio | 272.1k $31.1m | Added +88.2k |
| CANTOR FITZGERALD, L. P. 0.30% of their portfolio | 267.0k $30.5m | Added +224.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 265.4k $30.3m | Reduced -2.8k |
| SG Americas Securities, LLC 0.02% of their portfolio | 260.9k $29.8m | Added +100.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 252.4k $28.8m | Added +4.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 242.9k $27.7m | Reduced -17.0k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 239.1k $27.3m | Added +3.5k |
| Walleye Trading LLC 0.38% of their portfolio | 238.6k $27.2m | Added +3.9k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 237.9k $27.2m | Added +112.8k |
| RWWM, INC. 1.99% of their portfolio | 235.6k $26.9m | Added +162.2k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 228.4k $26.1m | Added +53.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 227.3k $26.0m | Reduced -335.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 217.0k $24.8m | Added +88.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 214.0k $24.4m | Reduced -20.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.17% of their portfolio | 213.3k $24.4m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 210.4k $24.0m | Added +45.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 202.5k $23.1m | Reduced -3.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 193.3k $22.1m | Added +12.8k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 192.9k $22.0m | Added +30.0k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.15% of their portfolio | 188.9k $21.6m | Added +44.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 188.6k $21.5m | Added +54.9k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 185.7k $21.2m | Added +126.7k |
| PFA Pension, Forsikringsaktieselskab 0.05% of their portfolio | 169.6k $19.4m | Added +99.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 167.1k $19.1m | Added +22.2k |
| KLP KAPITALFORVALTNING AS 0.06% of their portfolio | 160.1k $18.3m | Added +38.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 158.0k $18.0m | Added +3.4k |
| Capula Management Ltd 0.08% of their portfolio | 150.7k $17.2m | Not comparable |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 150.5k $17.2m | Reduced -18.5k |
| EASTERLY INVESTMENT PARTNERS LLC 0.84% of their portfolio | 144.5k $16.5m | Added +92.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 136.9k $15.6m | Reduced -24.6k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.10% of their portfolio | 136.2k $15.3m | Added +91.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 134.1k $15.3m | Reduced -13.8k |
| Giverny Capital Inc. 0.49% of their portfolio | 128.8k $14.7m | Reduced -13.8k |
| Rule One Partners, LLC 15.70% of their portfolio | 127.6k $14.6m | Added +23.4k |
| Zuckerman Investment Group, LLC 1.21% of their portfolio | 125.5k $14.3m | Added +49.8k |
| Chescapmanager LLC 1.85% of their portfolio | 125.0k $14.3m | New |
| Man Group plc 0.03% of their portfolio | 124.7k $14.2m | Added +76.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 123.0k $14.0m | Added +26.6k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.25% of their portfolio | 122.8k $14.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 117.9k $18.0m | Reduced -7.3k |
| ROCKLAND TRUST CO 0.53% of their portfolio | 117.7k $13.4m | Added +13.7k |
| LPL Financial LLC 0.00% of their portfolio | 109.9k $12.5m | Added +24.1k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 107.8k $12.7m | Reduced -3.5k |
| SCOTIA CAPITAL INC. 0.04% of their portfolio | 102.3k $11.7m | Reduced -34.4k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 102.1k $11.7m | Reduced -6.6k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 102.0k $11.6m | Reduced -21.3k |
| Contrarius Group Holdings Ltd 0.51% of their portfolio | 96.2k $11.0m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 93.3k $10.7m | Reduced -1.9k |