776 tracked 13F filers disclose a position in LULU as of the latest SEC 13F filings, a combined $12.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.5B | 9.5M | ▼−4.3% Reduced · −422K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 6.9M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $791.7M | 5.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $515.8M | 4.5M | ▼−0.1% Reduced · −4K sh | Q2 2026 | |
| 5 | FMR LLC | $658.9M | 4.3M | ▼−14% Reduced · −680K sh | Q1 2026 | |
| 6 | FEDERATED HERMES, INC. | $459.7M | 3.0M | ▲24× Added · +2.9M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $337.9M | 3.0M | ▼−4.2% Reduced · −131K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $279.8M | 1.8M | ▼−17% Reduced · −370K sh | Q1 2026 | |
| 9 | FLOSSBACH VON STORCH SE | $207.4M | 1.8M | ▼−2.2% Reduced · −42K sh | Q2 2026 | |
| 10 | NORGES BANK | $362.6M | 1.7M | ▲+91% Added · +830K sh | Q4 2025 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $223.3M | 1.5M | ▲39× Added · +1.5M sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $184.9M | 1.2M | ▼−5.2% Reduced · −66K sh | Q1 2026 | |
| 13 | MARSHALL WACE, LLP | $161.9M | 1.1M | ▼−55% Reduced · −1.3M sh | Q1 2026 | |
| 14 | Legal & General Group Plc | $154.3M | 1.0M | ▲+2.6% Added · +26K sh | Q1 2026 | |
| 15 | Curated Wealth Partners LLC | Withheld | 1.0M | ▲New +1.0M sh | Q2 2026 | |
| 16 | NORTHERN TRUST CORP | $151.7M | 991K | ▼−2.3% Reduced · −24K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $150.6M | 984K | ▲+20% Added · +166K sh | Q1 2026 | |
| 18 | VIKING GLOBAL INVESTORS LP | $150.1M | 981K | ▲New +981K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $148.6M | 971K | ▲+71% Added · +403K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $138.1M | 947K | ▲+197% Added · +628K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $132.9M | 868K | ▲+5.5% Added · +45K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $129.6M | 846K | ▲+18% Added · +127K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $125.0M | 817K | ▲+2.7% Added · +21K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $106.9M | 698K | ▼−29% Reduced · −281K sh | Q1 2026 | |
| 25 | Amundi | $102.7M | 671K | ▲+33% Added · +166K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in LULU and 24 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 469 funds | $307.6B |
| AMAZON.COM INCAMZN | 462 funds | $228.0B |
| META PLATFORMS INC-CLASS AMETA | 459 funds | $125.3B |
| NVIDIA CORPNVDA | 458 funds | $436.6B |
| APPLE INCAAPL | 456 funds | $339.0B |
| ALPHABET INC-CL AGOOGL | 456 funds | $192.4B |
| JPMORGAN CHASE & COJPM | 443 funds | $71.8B |
| ALPHABET INC-CL CGOOG | 439 funds | $141.9B |
| BROADCOM INCAVGO | 438 funds | $174.7B |
| VISA INC-CLASS A SHARESV | 437 funds | $70.8B |
| ELI LILLY & COLLY | 436 funds | $85.5B |
| JOHNSON & JOHNSONJNJ | 429 funds | $53.3B |
Ranked by how many of LULU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Bergh Charles V | Director | Buy (P) | 4K | $500K |
| Apr 8, 2026 | NEUBURGER NICOLE | Chief Brand Officer | Sell (S) | 622 | $100K |
| Apr 1, 2026 | MAESTRINI ANDRE | Pres, CCO & Interim Co-CEO | Buy (P) | 3K | $495K |
| Mar 20, 2026 | Bergh Charles V | Director | Buy (P) | 6K | $1000K |
| Dec 30, 2025 | FRANK MEGHAN | Chief Financial Officer | Sell (S) | 3K | $562K |
| Dec 16, 2025 | BURGOYNE CELESTE | Pres Americas & Global Guest | Sell (S) | 12K | $2.4M |
| Dec 16, 2025 | BURGOYNE CELESTE | Pres Americas & Global Guest | Sell (S) | 2K | $388K |
| Sep 30, 2025 | NEUBURGER NICOLE | Chief Brand Officer | Sell (S) | 615 | $109K |
| Jun 27, 2025 | MCDONALD CALVIN | Chief Executive Officer, Director | Sell (S) | 5K | $1.2M |
| Jun 27, 2025 | MCDONALD CALVIN | Chief Executive Officer, Director | Sell (S) | 22K | $5.2M |
| Dec 26, 2024 | NEUBURGER NICOLE | Chief Brand Officer | Sell (S) | 2K | $783K |
| Dec 9, 2024 | BURGOYNE CELESTE | Pres Americas & Global Guest | Sell (S) | 2K | $700K |
Connected entities for LULU
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LULU/capital-change-brief"
Use Arkolith's capital_change_brief for LULU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LULU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.