Who owns LULU (LULU)
Which tracked institutional funds hold LULU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LULU company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LULU is one-sided between 2025-Q4 and 2026-Q1: 136 added or opened and 429 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LULU’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LULU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LULU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 942 tracked filers holding LULU, 462 increased or opened the position and 564 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LULU between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 56
- VANGUARD CAPITAL MANAGEMENT LLC$1.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$792M
- VIKING GLOBAL INVESTORS LP$150M
- VANGUARD FIDUCIARY TRUST CO$93M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$54M
- Vanguard Global Advisers, LLC$36M
Full exits 87
- VANGUARD GROUP INC$2.8B
- Boston Partners$305M
- Contrarius Group Holdings Ltd$86M
- Pacer Advisors, Inc.$75M
- Anomaly Capital Management, LP$60M
- Interval Partners, LP$53M
Largest adds
- FEDERATED HERMES, INC.$433M
- AQR CAPITAL MANAGEMENT LLC$215M
- LOS ANGELES CAPITAL MANAGEMENT LLC$89M
- JPMORGAN CHASE & CO$72M
- WELLINGTON MANAGEMENT GROUP LLP$71M
- VICTORY CAPITAL MANAGEMENT INC$70M
Largest trims
- BlackRock, Inc.$819M
- FMR LLC$377M
- MARSHALL WACE, LLP$331M
- STATE STREET CORP$259M
- NORGES BANK$257M
- FRANKLIN RESOURCES INC$189M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 8,123,819 | $1.2B | 7.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,930,622 | $1.1B | 6.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,171,332 | $792M | 5.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,521,326 | $692M | 4.4% | 2026-Q1 |
| FMR LLC trimmed | 4,304,016 | $659M | 4.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,101,325 | $473M | 3.0% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 3,002,767 | $460M | 2.9% | 2026-Q1 |
| FLOSSBACH VON STORCH SE trimmed | 1,857,905 | $284M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,827,500 | $280M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 1,782,341 | $273M | 1.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,495,119 | $223M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,208,211 | $185M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 1,057,648 | $162M | 1.0% | 2026-Q1 |
| Legal & General Group Plc added | 1,007,567 | $154M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 990,995 | $152M | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 983,757 | $151M | 1.0% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP added | 980,568 | $150M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 970,796 | $149M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 947,166 | $138M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 868,247 | $133M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 846,381 | $130M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 816,684 | $125M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 708,603 | $108M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 698,419 | $107M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 371,508 | $105M | 0.7% | 2026-Q1 |
| Amundi added | 670,655 | $103M | 0.7% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 629,620 | $96M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 608,058 | $93M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 598,867 | $92M | 0.6% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 598,158 | $92M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 584,578 | $89M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 580,632 | $89M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 580,060 | $89M | 0.6% | 2026-Q1 |
| BARCLAYS PLC added | 569,456 | $87M | 0.6% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 562,989 | $86M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 542,887 | $83M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 481,576 | $74M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 480,774 | $74M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 474,155 | $73M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 443,216 | $68M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 406,215 | $62M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 390,182 | $60M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 384,769 | $59M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 379,611 | $58M | 0.4% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 350,000 | $54M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 346,232 | $53M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 329,244 | $50M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 312,800 | $48M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 308,036 | $47M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 307,147 | $47M | 0.3% | 2026-Q1 |
| M&G PLC added | 282,749 | $43M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 268,119 | $41M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 264,486 | $40M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 259,923 | $40M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 248,377 | $38M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 235,689 | $36M | 0.2% | 2026-Q1 |
| Walleye Trading LLC trimmed | 234,755 | $36M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 233,988 | $36M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 206,070 | $32M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 189,792 | $29M | 0.2% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 183,843 | $28M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 180,517 | $28M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 175,169 | $27M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 125,171 | $26M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 169,007 | $26M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 164,545 | $25M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 162,853 | $25M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 161,464 | $25M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 160,202 | $25M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 158,053 | $24M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 154,618 | $24M | 0.2% | 2026-Q1 |
| VR Advisory Services Ltd added | 148,702 | $23M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 147,928 | $23M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 144,965 | $22M | 0.1% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 144,317 | $22M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 13,303,872 | $2.8B | 17.5% | 2025-Q4 stale |
| Mawer Investment Management Ltd. added | 1,359,440 | $323M | 2.0% | 2025-Q2 stale |
| Boston Partners added | 1,466,961 | $305M | 1.9% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. added | 1,102,855 | $262M | 1.7% | 2025-Q2 stale |
| EDGEWOOD MANAGEMENT LLC trimmed | 843,241 | $239M | 1.5% | 2025-Q1 stale |
| Southpoint Capital Advisors LP added | 750,000 | $178M | 1.1% | 2025-Q2 stale |
| Contrarius Group Holdings Ltd new | 415,963 | $86M | 0.5% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 359,960 | $75M | 0.5% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 397,874 | $71M | 0.4% | 2025-Q3 stale |
| Anomaly Capital Management, LP new | 288,143 | $60M | 0.4% | 2025-Q4 stale |
| Interval Partners, LP added | 254,940 | $53M | 0.3% | 2025-Q4 stale |
| SCOPUS ASSET MANAGEMENT, L.P. added | 195,750 | $41M | 0.3% | 2025-Q4 stale |
| River Road Asset Management, LLC added | 198,578 | $40M | 0.3% | 2025-Q2 stale |
| Cartenna Capital, LP new | 130,000 | $37M | 0.2% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 164,300 | $29M | 0.2% | 2025-Q3 stale |
| THOMPSON SIEGEL & WALMSLEY LLC added | 159,076 | $28M | 0.2% | 2025-Q3 stale |
| Junto Capital Management LP trimmed | 132,776 | $28M | 0.2% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. trimmed | 95,558 | $27M | 0.2% | 2025-Q1 stale |
| Trexquant Investment LP added | 94,400 | $27M | 0.2% | 2025-Q1 stale |
| Capitolis Liquid Global Markets LLC new | 128,000 | $27M | 0.2% | 2025-Q4 stale |
| MARTIN CURRIE LTD new | 93,832 | $27M | 0.2% | 2025-Q1 stale |
| RENAISSANCE GROUP LLC trimmed | 89,630 | $25M | 0.2% | 2025-Q1 stale |
| Galvin, Gaustad & Stein, LLC added | 85,764 | $24M | 0.2% | 2025-Q1 stale |
| FRANKLIN STREET ADVISORS INC /NC added | 95,891 | $23M | 0.1% | 2025-Q2 stale |
| Tairen Capital Ltd added | 105,600 | $22M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.