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.
| # | 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 | ▲New +6.9M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $791.7M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $692.2M | 4.5M | ▼−1.3% Reduced · −58K sh | Q1 2026 | |
| 5 | FMR LLC | $658.9M | 4.3M | ▼−14% Reduced · −680K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $473.2M | 3.1M | ▲+1.7% Added · +51K sh | Q1 2026 | |
| 7 | FEDERATED HERMES, INC. | $459.7M | 3.0M | ▲24× Added · +2.9M sh | Q1 2026 | |
| 8 | FLOSSBACH VON STORCH SE | $284.4M | 1.9M | ▼−1.8% Reduced · −35K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $279.8M | 1.8M | ▼−17% Reduced · −370K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 25, 2026 | List Teri | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Bracey Esi Eggleston | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Gentile Laura | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Bergh Charles V | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | White Emily | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Mahe Isabel | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Henry Kathryn | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Maurer Marc | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | McNeill Jon | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | Loehnis Alison | Director | Grant (A) | 2K | $0 |
| Jun 25, 2026 | MORFITT MARTHA A M | Director | Grant (A) | 2K | $0 |
| Jun 15, 2026 | Bergh Charles V | Director | Buy (P) | 4K | $500K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 302 funds | $263.3B |
| META PLATFORMS INC-CLASS AMETA | 301 funds | $107.3B |
| AMAZON.COM INCAMZN | 300 funds | $196.9B |
| ALPHABET INC-CL AGOOGL | 299 funds | $162.1B |
| NVIDIA CORPNVDA | 298 funds | $362.5B |
| APPLE INCAAPL | 298 funds | $280.7B |
| BROADCOM INCAVGO | 293 funds | $144.6B |
| ELI LILLY & COLLY | 293 funds | $69.2B |
| VISA INC-CLASS A SHARESV | 293 funds | $56.8B |
| JPMORGAN CHASE & COJPM | 291 funds | $62.7B |
| MASTERCARD INC - AMA | 291 funds | $51.2B |
| NETFLIX INCNFLX | 291 funds | $39.9B |
Ranked by how many of LULU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.