Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

LULULEMON ATHLETICA INC · COM · quarter ended 2026-03-31 · 16 members disclosed LULU ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 765 holders are listed, largest first: 765
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $12.0B
holders whose share count rose or who opened the position (new + add), by shares: 373
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 177

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of LULU ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.5B	9,501,548	−422,411	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	6,930,622	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$792M	5,171,332	—	NO PRIOR
4	STATE STREET CORP	$692M	4,521,326	−57,571	TRIM
5	FMR LLC	$659M	4,304,016	−680,273	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$473M	3,101,325	+51,414	ADD
7	FEDERATED HERMES, INC.	$460M	3,002,767	+2,876,135	ADD
8	FLOSSBACH VON STORCH SE	$284M	1,857,905	−34,632	TRIM
9	MORGAN STANLEY	$280M	1,827,500	−369,658	TRIM
10	Invesco Ltd.	$278M	1,816,624	+261,055	ADD
11	AQR CAPITAL MANAGEMENT LLC	$223M	1,495,866	+1,457,373	ADD
12	DIMENSIONAL FUND ADVISORS LP	$185M	1,208,211	−65,738	TRIM
13	Legal & General Group Plc	$154M	1,007,567	+25,729	ADD
14	NORTHERN TRUST CORP	$152M	990,995	−23,640	TRIM
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$151M	983,757	+166,276	ADD
16	VIKING GLOBAL INVESTORS LP	$150M	980,568	+980,568	NEW
17	JANE STREET GROUP, LLC	$149M	970,796	+402,867	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$133M	868,247	+45,050	ADD
19	BANK OF AMERICA CORP /DE/	$130M	846,381	+126,917	ADD
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$125M	816,684	+21,497	ADD
21	WELLINGTON MANAGEMENT GROUP LLP	$109M	713,306	+531,354	ADD
22	Amundi	$103M	670,655	+165,790	ADD
23	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$96.4M	629,620	+1,871	ADD
24	VANGUARD FIDUCIARY TRUST CO	$93.1M	608,058	—	NO PRIOR
25	Point72 Asset Management, L.P.	$91.7M	598,867	−409,950	TRIM
26	CITADEL ADVISORS LLC	$89.5M	584,578	−75,688	TRIM
27	VICTORY CAPITAL MANAGEMENT INC	$88.9M	580,632	+487,746	ADD
28	CITIGROUP INC	$88.8M	580,060	+19,279	ADD
29	BARCLAYS PLC	$87.2M	569,456	+8,917	ADD
30	BNP Paribas Asset Management Holding S.A.	$86.3M	562,989	+144,642	ADD
31	Bank of New York Mellon Corp	$83.1M	542,887	−65,500	TRIM
32	UBS Group AG	$73.7M	481,576	−122,466	TRIM
33	DEUTSCHE BANK AG\	$72.6M	474,155	+17,920	ADD
34	WELLS FARGO & COMPANY/MN	$67.9M	443,216	+70,954	ADD
35	Squarepoint Ops LLC	$62.2M	406,215	−304,434	TRIM
36	Nuveen, LLC	$59.7M	390,182	−9,496	TRIM
37	Baird Financial Group, Inc.	$58.9M	384,769	+384,769	NEW
38	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$58.1M	379,611	−12,719	TRIM
39	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$53.6M	350,000	+222,000	ADD
40	HSBC HOLDINGS PLC	$52.9M	346,232	−206,680	TRIM
41	Gotham Asset Management, LLC	$50.4M	329,244	+46,810	ADD
42	Swiss National Bank	$47.9M	312,800	+17,400	ADD
43	AMERICAN CENTURY COMPANIES INC	$47.2M	308,036	−57,596	TRIM
44	ROYAL BANK OF CANADA	$47.0M	307,147	−124,342	TRIM
45	M&G Plc	$43.3M	282,749	+5,799	ADD
46	Sumitomo Mitsui Trust Group, Inc.	$41.0M	268,119	−15,708	TRIM
47	NATIONAL BANK OF CANADA /FI/	$40.5M	264,486	−450,676	TRIM
48	CANADA PENSION PLAN INVESTMENT BOARD	$39.8M	259,923	+30,075	ADD
49	Mitsubishi UFJ Asset Management Co., Ltd.	$38.0M	248,377	+13,446	ADD
50	Vanguard Global Advisers, LLC	$36.1M	235,689	—	NO PRIOR
51	Walleye Trading LLC	$35.9M	234,755	−49,276	TRIM
52	D. E. Shaw & Co., Inc.	$35.8M	233,988	+51,281	ADD
53	CIBC WORLD MARKET INC.	$29.1M	189,792	+24,128	ADD
54	LETKO, BROSSEAU & ASSOCIATES INC	$28.1M	183,843	+7,205	ADD
55	VANGUARD ASSET MANAGEMENT, Ltd	$27.6M	180,517	—	NO PRIOR
56	Assenagon Asset Management S.A.	$26.8M	175,169	−263,292	TRIM
57	ALLIANCEBERNSTEIN L.P.	$26.0M	125,171	−22,793	TRIM
58	BANK OF MONTREAL /CAN/	$25.2M	164,545	−40,822	TRIM
59	Rockefeller Capital Management L.P.	$24.9M	162,853	+37,607	ADD
60	AMERIPRISE FINANCIAL INC	$24.7M	161,464	−20,678	TRIM
61	Quantinno Capital Management LP	$24.2M	158,053	−481	TRIM
62	VR Advisory Services Ltd	$22.8M	148,702	+30,702	ADD
63	PRINCIPAL FINANCIAL GROUP INC	$22.6M	147,928	+9,891	ADD
64	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$22.2M	144,965	−43,061	TRIM
65	CAPSTONE INVESTMENT ADVISORS, LLC	$22.1M	144,317	+76,563	ADD
66	Giverny Capital Inc.	$21.8M	142,600	−1,637	TRIM
67	DANSKE BANK A/S	$21.7M	141,704	+75,298	ADD
68	IEQ CAPITAL, LLC	$21.6M	141,063	+134,911	ADD
69	SCOTIA CAPITAL INC.	$20.9M	136,736	+442	ADD
70	Candriam S.C.A.	$20.5M	133,856	+76,777	ADD
71	MILLENNIUM MANAGEMENT LLC	$20.5M	133,732	−421,636	TRIM
72	Grantham, Mayo, Van Otterloo & Co. LLC	$19.6M	128,136	+70,441	ADD
73	Ensign Peak Advisors, Inc	$18.9M	123,311	−10,450	TRIM
74	KLP KAPITALFORVALTNING AS	$18.6M	121,500	+80,800	ADD
75	NATIXIS	$18.5M	121,054	+106,659	ADD
76	Pictet Asset Management Holding SA	$16.6M	108,710	+46,792	ADD
77	Rule One Partners, LLC	$16.0M	104,200	0	NO CHANGE
78	ROCKLAND TRUST CO	$15.9M	104,000	+104,000	NEW
79	Mariner, LLC	$15.2M	99,294	+78,781	ADD
80	Waratah Capital Advisors Ltd.	$14.9M	97,093	+34,827	ADD
81	FRANKLIN RESOURCES INC	$14.8M	96,443	−884,261	TRIM
82	Mitsubishi UFJ Trust & Banking Corp	$14.7M	96,253	+41,782	ADD
83	ADAGE CAPITAL PARTNERS GP, L.L.C.	$14.6M	95,200	−12,200	TRIM
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$14.2M	92,860	−1,389	TRIM
85	CWM, LLC	$14.0M	91,571	+69,428	ADD
86	Quinn Opportunity Partners LLC	$13.6M	89,032	+5,500	ADD
87	Korea Investment CORP	$13.3M	87,150	−7,080	TRIM
88	INTERCAPITAL, LLC	$13.3M	87,000	+76,800	ADD
89	AVIVA PLC	$13.2M	86,401	−7,543	TRIM
90	IMC-Chicago, LLC	$13.2M	86,088	−29,451	TRIM
91	LPL Financial LLC	$13.1M	85,804	−8,791	TRIM
92	Aberdeen Group plc	$12.8M	83,455	+2,288	ADD
93	Engineers Gate Manager LP	$12.7M	82,988	+73,294	ADD
94	TWO SIGMA INVESTMENTS, LP	$12.6M	82,542	+43,484	ADD
95	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.6M	81,071	−18,246	TRIM
96	Holocene Advisors, LP	$12.5M	81,325	−557,978	TRIM
97	RAYMOND JAMES FINANCIAL INC	$12.2M	79,691	−20,021	TRIM
98	FRONTIER CAPITAL MANAGEMENT CO LLC	$11.9M	77,472	+31,793	ADD
99	Quadrature Capital Ltd	$11.8M	76,749	−160,046	TRIM
100	Zuckerman Investment Group, LLC	$11.6M	75,679	+841	ADD
101	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$11.5M	75,000	0	NO CHANGE
102	RWWM, Inc.	$11.2M	73,385	+73,385	NEW
103	CIDEL ASSET MANAGEMENT INC	$11.1M	72,300	+72,300	NEW
104	KETTLE HILL CAPITAL MANAGEMENT, LLC	$11.0M	72,146	+72,146	NEW
105	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$11.0M	71,936	+71,936	NEW
106	Qube Research & Technologies Ltd	$10.9M	71,067	+71,067	NEW
107	Walleye Capital LLC	$10.8M	70,693	−224,396	TRIM
108	PFA Pension, Forsikringsaktieselskab	$10.7M	70,108	+70,108	NEW
109	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$10.3M	67,316	0	NO CHANGE
110	Empowered Funds, LLC	$10.2M	66,876	+66,876	NEW
111	Cerity Partners LLC	$10.2M	66,327	+50,168	ADD
112	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.9M	64,800	+31,800	ADD
113	BLAIR WILLIAM & CO/IL	$9.7M	63,331	−4,425	TRIM
114	Tyro Capital Management LLC	$9.6M	62,544	+3,905	ADD
115	NEW YORK STATE COMMON RETIREMENT FUND	$9.4M	61,500	0	NO CHANGE
116	BANK OF NOVA SCOTIA	$9.0M	58,944	−864,593	TRIM
117	Maven Securities LTD	$8.9M	58,286	+58,286	NEW
118	Swedbank AB	$8.8M	57,432	−1	TRIM
119	Creative Planning	$8.8M	57,398	+7,395	ADD
120	STATE OF WISCONSIN INVESTMENT BOARD	$8.7M	57,080	−428	TRIM
121	INTECH INVESTMENT MANAGEMENT LLC	$8.7M	56,904	+49,395	ADD
122	Y-Intercept (Hong Kong) Ltd	$8.7M	56,626	−27,472	TRIM
123	GROUP ONE TRADING LLC	$8.7M	56,506	+38,021	ADD
124	Federation des caisses Desjardins du Quebec	$8.3M	54,373	−2,070	TRIM
125	Vanguard Investments Australia, Ltd.	$8.2M	53,518	—	NO PRIOR
126	Robeco Institutional Asset Management B.V.	$8.1M	52,781	−16,032	TRIM
127	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.1M	52,676	−45,239	TRIM
128	Chevy Chase Trust Holdings, LLC	$8.1M	52,589	−2,126	TRIM
129	Edgestream Partners, L.P.	$8.0M	52,511	+29,104	ADD
130	Stelac Advisory Services LLC	$8.0M	52,409	+17,335	ADD
131	EASTERLY INVESTMENT PARTNERS LLC	$8.0M	52,318	−1,366	TRIM
132	PRUDENTIAL FINANCIAL INC	$7.9M	51,696	−1,422	TRIM
133	Twin Tree Management, LP	$7.9M	51,665	+42,140	ADD
134	Woodson Capital Management, LP	$7.7M	50,442	+6,942	ADD
135	ROYAL LONDON ASSET MANAGEMENT LTD	$7.6M	49,750	−845	TRIM
136	ENVESTNET ASSET MANAGEMENT INC	$7.5M	48,834	−13,187	TRIM
137	CIBC Bancorp USA Inc.	$7.4M	48,156	—	NO PRIOR
138	Man Group plc	$7.4M	48,086	−1,939	TRIM
139	Illinois Municipal Retirement Fund	$7.4M	48,053	+982	ADD
140	Asset Management One Co., Ltd.	$7.3M	47,710	+850	ADD
141	Focus Partners Wealth	$7.1M	46,462	+18,824	ADD
142	SEI INVESTMENTS CO	$7.0M	45,930	+31,137	ADD
143	Beacon Pointe Advisors, LLC	$6.9M	45,178	+35,290	ADD
144	Daiwa Securities Group Inc.	$6.9M	45,056	−2,503	TRIM
145	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.8M	44,923	+36,446	ADD
146	Monaco Asset Management SAM	$6.7M	44,000	+9,000	ADD
147	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.7M	43,638	+584	ADD
148	CANTOR FITZGERALD, L. P.	$6.6M	42,970	+25,430	ADD
149	NOMURA HOLDINGS INC	$6.5M	42,161	−413,624	TRIM
150	EVERGREEN CAPITAL MANAGEMENT LLC	$6.5M	42,140	+3,216	ADD
151	BENDER ROBERT & ASSOCIATES	$6.2M	40,772	−2,556	TRIM
152	GUGGENHEIM CAPITAL LLC	$6.2M	40,513	−14,881	TRIM
153	NOMURA ASSET MANAGEMENT CO LTD	$6.1M	40,132	−1,520	TRIM
154	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$6.1M	40,000	+30,000	ADD
155	MERCER GLOBAL ADVISORS INC /ADV	$6.0M	39,415	+18,273	ADD
156	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.9M	41,886	−36,722	TRIM
157	State of New Jersey Common Pension Fund D	$5.7M	37,018	−533	TRIM
158	Schonfeld Strategic Advisors LLC	$5.6M	36,395	−107,059	TRIM
159	STIFEL FINANCIAL CORP	$5.5M	35,856	−6,161	TRIM
160	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.5M	35,808	−400	TRIM
161	Resona Asset Management Co.,Ltd.	$5.5M	35,994	−806	TRIM
162	OPPENHEIMER ASSET MANAGEMENT INC.	$5.4M	35,287	+9,693	ADD
163	Calamos Advisors LLC	$5.4M	35,213	0	NO CHANGE
164	Tredje AP-fonden	$5.4M	35,157	+35,157	NEW
165	Lansforsakringar Fondforvaltning AB (publ)	$5.3M	34,693	+688	ADD
166	FORA Capital, LLC	$5.3M	34,369	+34,369	NEW
167	TORONTO DOMINION BANK	$5.2M	34,132	−2,508	TRIM
168	Corient Private Wealth LLC	$5.2M	35,406	−28,846	TRIM
169	Bank Julius Baer & Co. Ltd, Zurich	$5.1M	33,755	−6,938	TRIM
170	Swiss Life Asset Management Ltd	$5.1M	33,415	−34,678	TRIM
171	XPONANCE LLC	$5.1M	33,398	+2,637	ADD
172	Moran Wealth Management, LLC	$5.1M	33,342	+2,098	ADD
173	Tidal Investments LLC	$5.0M	32,953	+2,346	ADD
174	EASTERN BANK	$4.9M	32,305	+32,000	ADD
175	TD ASSET MANAGEMENT INC	$4.9M	32,142	+264	ADD
176	AustralianSuper Pty Ltd	$4.8M	31,630	+4,360	ADD
177	SIMPLEX TRADING, LLC	$4.8M	31,540	−42,377	TRIM
178	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$4.8M	31,510	+262	ADD
179	Verition Fund Management LLC	$4.6M	29,796	−65,487	TRIM
180	USS Investment Management Ltd	$4.6M	29,789	+3,522	ADD
181	Czech National Bank	$4.5M	29,072	+617	ADD
182	Arizona State Retirement System	$4.4M	28,961	−583	TRIM
183	Mediolanum International Funds Ltd	$4.4M	30,298	−6,767	TRIM
184	OSAIC HOLDINGS, INC.	$4.3M	28,335	−4,408	TRIM
185	FIRST TRUST ADVISORS LP	$4.2M	27,566	−118,469	TRIM
186	MetLife Investment Management, LLC	$4.2M	27,543	−1,143	TRIM
187	MIZUHO MARKETS AMERICAS LLC	$4.2M	27,515	−250,000	TRIM
188	Black Cypress Capital Management, LLC	$4.1M	26,487	+26,487	NEW
189	CIBC Asset Management Inc	$4.0M	26,200	+718	ADD
190	MACKENZIE FINANCIAL CORP	$3.9M	25,764	−4,545	TRIM
191	CREDIT AGRICOLE S A	$3.9M	25,653	+15,491	ADD
192	GATEWAY INVESTMENT ADVISERS LLC	$3.9M	25,162	−19,900	TRIM
193	AYAL Capital Advisors Ltd	$3.8M	25,000	+25,000	NEW
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.8M	24,866	−235	TRIM
195	Oak Thistle LLC	$3.8M	24,777	+15,694	ADD
196	Marex Group Ltd	$3.8M	24,545	−11,198	TRIM
197	Laurion Capital Management LP	$3.7M	24,452	+23,952	ADD
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.7M	24,431	−1,412	TRIM
199	DnB Asset Management AS	$3.6M	23,549	+1,106	ADD
200	Vontobel Holding Ltd.	$3.6M	23,473	+6,379	ADD
201	Mirae Asset Global Investments Co., Ltd.	$3.5M	22,912	+3,285	ADD
202	Retirement Systems of Alabama	$3.5M	22,668	−289	TRIM
203	SEB Asset Management AB	$3.5M	22,591	—	NO PRIOR
204	HighTower Advisors, LLC	$3.4M	22,505	−1,870	TRIM
205	TRILLIUM ASSET MANAGEMENT, LLC	$3.4M	22,303	−58,522	TRIM
206	VOYA INVESTMENT MANAGEMENT LLC	$3.4M	22,230	−273	TRIM
207	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$3.4M	22,194	+22,194	NEW
208	Allspring Global Investments Holdings, LLC	$3.4M	21,381	+14,954	ADD
209	Leonteq Securities AG	$3.4M	22,137	+21,064	ADD
210	Lighthouse Investment Partners, LLC	$3.4M	22,124	+7,963	ADD
211	&PARTNERS	$3.4M	22,169	+2,041	ADD
212	GM Advisory Group, LLC	$3.4M	21,902	−40	TRIM
213	IFM Investors Pty Ltd	$3.2M	21,082	+52	ADD
214	US BANCORP \DE\	$3.1M	20,289	−8,306	TRIM
215	TD Waterhouse Canada Inc.	$3.1M	19,508	+1,346	ADD
216	FORMULA GROWTH LTD	$3.1M	20,000	+14,000	ADD
217	Leibman Financial Services, Inc.	$3.1M	19,930	−2,272	TRIM
218	BLI - Banque de Luxembourg Investments	$3.0M	14,700	+14,700	NEW
219	AZZAD ASSET MANAGEMENT INC /ADV	$3.0M	19,691	−66	TRIM
220	Cetera Investment Advisers	$3.0M	19,654	−2,043	TRIM
221	GRIMES & Co WEALTH MANAGEMENT, LLC	$2.9M	18,941	−333	TRIM
222	Alphadyne Asset Management LP	$2.9M	18,648	+18,648	NEW
223	Pekin Hardy Strauss, Inc.	$2.8M	18,510	−4,718	TRIM
224	New Age Alpha Advisors, LLC	$2.8M	18,478	−5,557	TRIM
225	Eurizon Capital SGR S.p.A.	$2.8M	18,436	+1,649	ADD
226	Avanza Fonder AB	$2.8M	18,237	0	NO CHANGE
227	Trilogy Capital Inc.	$2.8M	18,055	+1,956	ADD
228	Ameritas Advisory Services, LLC	$2.8M	17,976	−222	TRIM
229	Rayburn West Financial Services LLC	$2.7M	17,790	+776	ADD
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.7M	17,544	−618	TRIM
231	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.6M	17,224	−42,740	TRIM
232	Vivaldi Capital Management LP	$2.6M	16,885	−853	TRIM
233	Utah Retirement Systems	$2.6M	16,872	−441	TRIM
234	Pine Valley Investments Ltd Liability Co	$2.5M	16,530	+14,119	ADD
235	FIFTH THIRD BANCORP	$2.5M	16,316	+11,237	ADD
236	PEAK6 LLC	$2.5M	16,306	−73,012	TRIM
237	SFMG, LLC	$2.5M	16,050	+618	ADD
238	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.4M	15,806	+218	ADD
239	Westerkirk Capital Inc.	$2.4M	15,779	−800	TRIM
240	Linden Thomas Advisory Services, LLC	$2.4M	15,620	+5,734	ADD
241	ProShare Advisors LLC	$2.4M	15,584	−4,329	TRIM
242	JACOBS LEVY EQUITY MANAGEMENT, INC	$2.4M	15,554	+15,554	NEW
243	Northwest Bancshares, Inc.	$2.4M	15,449	+7,577	ADD
244	Brevan Howard Capital Management LP	$2.4M	15,445	+227	ADD
245	Generali Asset Management SPA SGR	$2.4M	15,433	−3,685	TRIM
246	Rakuten Investment Management, Inc.	$2.3M	15,834	+1,644	ADD
247	Impala Asset Management LLC	$2.3M	15,000	+15,000	NEW
248	NEOS Investment Management LLC	$2.3M	14,941	−519	TRIM
249	NewEdge Advisors, LLC	$2.3M	14,922	+14,922	NEW
250	Ashton Thomas Private Wealth, LLC	$2.3M	14,757	−636	TRIM
251	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.2M	14,693	−4,405	TRIM
252	ABSHER WEALTH MANAGEMENT, LLC	$2.2M	14,664	−481	TRIM
253	one8zero8, LLC	$2.2M	14,520	+7,580	ADD
254	XTX Topco Ltd	$2.2M	14,404	+14,404	NEW
255	Taproot Management LP	$2.2M	14,102	−7,550	TRIM
256	UniSuper Management Pty Ltd	$2.2M	14,063	+298	ADD
257	HENNESSY ADVISORS INC	$2.1M	13,900	+13,900	NEW
258	Peterson Wealth Services	$2.1M	13,718	+1,668	ADD
259	COMMONWEALTH EQUITY SERVICES, LLC	$2.1M	13,696	−1,600	TRIM
260	Janus Henderson Group Ltd.	$2.1M	13,591	−936	TRIM
261	Delta Global Management LP	$2.1M	13,576	+13,576	NEW
262	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.1M	13,409	0	NO CHANGE
263	TRUIST FINANCIAL CORP	$2.1M	13,392	−7,942	TRIM
264	OMERS ADMINISTRATION Corp	$2.0M	13,344	+9,231	ADD
265	Financiere des Professionnels - Fonds d'investissement inc.	$2.0M	13,335	+13,335	NEW
266	S-Bank Fund Management Ltd	$2.0M	13,000	0	NO CHANGE
267	Eaton Financial Holdings Company, LLC	$1.9M	12,562	−458	TRIM
268	FAIRFAX FINANCIAL HOLDINGS LTD/ CAN	$1.9M	12,500	0	NO CHANGE
269	Jain Global LLC	$1.9M	12,470	−160,004	TRIM
270	Aspen Grove Capital, LLC	$1.9M	12,414	−86	TRIM
271	Krane Funds Advisors LLC	$1.9M	12,200	+2,900	ADD
272	Vanguard Personalized Indexing Management, LLC	$1.9M	12,272	+1,013	ADD
273	Sicart Associates LLC	$1.9M	12,214	−13	TRIM
274	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.9M	12,166	−200	TRIM
275	L2 Asset Management, LLC	$1.8M	11,766	+9,991	ADD
276	YOUSIF CAPITAL MANAGEMENT, LLC	$1.8M	11,692	−193	TRIM
277	Live Oak Private Wealth LLC	$1.8M	11,646	−255	TRIM
278	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.7M	11,352	−234	TRIM
279	Resonant Capital Advisors, LLC	$1.7M	11,153	+11,153	NEW
280	Merit Financial Group, LLC	$1.7M	11,074	+9,523	ADD
281	NORDEA INVESTMENT MANAGEMENT AB	$1.7M	11,304	+223	ADD
282	OP Asset Management Ltd	$1.7M	10,871	—	NO PRIOR
283	INVESTMENT HOUSE LLC	$1.6M	10,727	+10,727	NEW
284	Equitable Holdings, Inc.	$1.6M	8,201	+3,481	ADD
285	Andra AP-fonden	$1.6M	10,300	+10,300	NEW
286	Texas Yale Capital Corp.	$1.6M	10,288	+925	ADD
287	Pathstone Holdings, LLC	$1.5M	10,032	−1,852	TRIM
288	K2 PRINCIPAL FUND, L.P.	$1.5M	10,000	+8,500	ADD
289	Mutual Advisors, LLC	$1.5M	9,950	−619	TRIM
290	Morningstar Investment Management LLC	$1.5M	9,834	−1,689	TRIM
291	Kestra Advisory Services, LLC	$1.5M	9,665	+1,509	ADD
292	EXENCIAL WEALTH ADVISORS, LLC	$1.5M	9,535	+1,437	ADD
293	Investment Management Corp of Ontario	$1.4M	9,370	+200	ADD
294	Focus Partners Advisor Solutions, LLC	$1.4M	9,341	+9,341	NEW
295	ASR Vermogensbeheer N.V.	$1.4M	9,318	+173	ADD
296	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.4M	9,190	−352	TRIM
297	NISA INVESTMENT ADVISORS, LLC	$1.4M	9,139	−2	TRIM
298	MidFirst Bank	$1.4M	9,107	+7,174	ADD
299	Woodline Partners LP	$1.4M	9,070	+7,099	ADD
300	Phoenix Financial Ltd.	$1.3M	8,632	+959	ADD
301	RDA Financial Network	$1.3M	8,341	+8,341	NEW
302	SummitTX Capital, L.P.	$1.3M	8,240	−17,641	TRIM
303	Monte Financial Group, LLC	$1.3M	8,216	+642	ADD
304	FIL Ltd	$1.2M	8,161	+961	ADD
305	Stonehage Fleming Financial Services Holdings Ltd	$1.2M	7,948	+7,948	NEW
306	BALYASNY ASSET MANAGEMENT L.P.	$1.2M	7,701	−116,300	TRIM
307	Spartan Wealth Advisory Services LLC	$1.2M	7,657	—	NO PRIOR
308	Tower Research Capital LLC (TRC)	$1.2M	7,648	+2,604	ADD
309	PRUDENTIAL PLC	$1.2M	7,618	−3,953	TRIM
310	CenterStar Asset Management, LLC	$1.2M	7,581	+5,208	ADD
311	Greenfield Seitz Capital Management, LLC	$1.1M	7,508	+1,093	ADD
312	Chicago Partners Investment Group LLC	$1.1M	6,953	+4,649	ADD
313	Vident Advisory, LLC	$1.1M	7,388	−5,793	TRIM
314	KEYBANK NATIONAL ASSOCIATION/OH	$1.1M	7,320	−2,015	TRIM
315	Richard W. Paul & Associates, LLC	$1.1M	7,273	+187	ADD
316	PATTEN & PATTEN INC/TN	$1.1M	6,973	−515	TRIM
317	INDEPENDENT FINANCIAL GROUP, LLC	$1.1M	6,959	—	NO PRIOR
318	MACQUARIE GROUP LTD	$1.1M	6,876	−13,584	TRIM
319	Norinchukin Bank, The	$1.1M	6,875	−43	TRIM
320	SIG BROKERAGE, LP	$1.0M	6,783	−8,360	TRIM
321	Rafferty Asset Management, LLC	$1.0M	6,716	−2,699	TRIM
322	MML INVESTORS SERVICES, LLC	$1.0M	6,708	−5,282	TRIM
323	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.0M	6,705	+2,388	ADD
324	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.0M	6,656	−28,479	TRIM
325	Wealthfront Advisers LLC	$1.0M	6,655	−3,292	TRIM
326	Gradient Investments LLC	$1.0M	6,612	+101	ADD
327	Strengthening Families & Communities, LLC	$1.0M	6,568	+6,568	NEW
328	MIZUHO SECURITIES USA LLC	$988K	6,453	−1,404	TRIM
329	Summit Trail Advisors, LLC	$977K	6,384	−41	TRIM
330	Krilogy Financial LLC	$972K	5,964	+5,964	NEW
331	W.G. Shaheen & Associates DBA Whitney & Co	$964K	6,298	−12,421	TRIM
332	Pallas Capital Advisors LLC	$947K	6,185	+6,185	NEW
333	HARTFORD INVESTMENT MANAGEMENT CO	$929K	6,069	−157	TRIM
334	Orion Porfolio Solutions, LLC	$925K	6,042	−181	TRIM
335	Arista Wealth Management, LLC	$920K	6,009	+6,009	NEW
336	OPPENHEIMER & CO INC	$894K	5,840	+355	ADD
337	ELEVATION POINT WEALTH PARTNERS, LLC	$894K	5,838	+5,838	NEW
338	World Investment Advisors	$872K	5,694	+292	ADD
339	Clear Street Group Inc.	$871K	5,686	−1,294	TRIM
340	Bridgewater Associates, LP	$849K	5,548	+2,730	ADD
341	Bellecapital International Ltd.	$846K	5,525	0	NO CHANGE
342	Banco Santander, S.A.	$837K	5,467	−2,203	TRIM
343	Sanctuary Advisors, LLC	$828K	5,409	+637	ADD
344	HB Wealth Management, LLC	$827K	5,400	+2,397	ADD
345	Eurizon SLJ Capital Ltd	$821K	5,633	−5,887	TRIM
346	Allianz Asset Management GmbH	$814K	5,316	−24,279	TRIM
347	Curi Capital, LLC	$811K	5,300	+5,300	NEW
348	180 WEALTH ADVISORS, LLC	$805K	5,257	+803	ADD
349	OUTFITTERS FINANCIAL LLC	$801K	5,235	−10	TRIM
350	Whelan Financial	$799K	5,219	+459	ADD
351	New Insight Wealth Advisors	$797K	5,203	+3,246	ADD
352	RB Capital Management, LLC	$792K	5,175	−540	TRIM
353	Maryland State Retirement & Pension System	$783K	5,116	0	NO CHANGE
354	Lakewood Asset Management LLC	$782K	5,107	+79	ADD
355	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$781K	5,103	+5,103	NEW
356	SAXON INTERESTS, INC.	$773K	5,051	+1,391	ADD
357	QUADRANT CAPITAL GROUP LLC	$764K	4,987	+380	ADD
358	J. Safra Sarasin Holding AG	$763K	4,988	−2,861	TRIM
359	BAR HARBOR WEALTH MANAGEMENT	$762K	4,976	−178	TRIM
360	Bull Harbor Capital LLC	$758K	4,953	—	NO PRIOR
361	B. Metzler seel. Sohn & Co. AG	$756K	4,941	−1,607	TRIM
362	Sequoia Financial Advisors, LLC	$739K	4,824	+481	ADD
363	Banque Cantonale Vaudoise	$732K	4,773	+1,619	ADD
364	Private Advisor Group, LLC	$728K	4,754	−453	TRIM
365	Numerai GP LLC	$715K	4,667	+4,667	NEW
366	BEACON INVESTMENT ADVISORY SERVICES, INC.	$700K	4,569	+4,569	NEW
367	GREAT VALLEY ADVISOR GROUP, INC.	$694K	4,529	+16	ADD
368	Blueshift Asset Management, LLC	$680K	4,444	+4,444	NEW
369	MUFG Securities EMEA plc	$670K	4,376	−200,048	TRIM
370	E. Ohman J:or Asset Management AB	$666K	4,350	0	NO CHANGE
371	Plancorp, LLC	$662K	4,037	−12	TRIM
372	J. Derek Lewis & Associates Inc.	$658K	4,295	−334	TRIM
373	Osmosis Investment Management UK Ltd	$656K	4,282	+4,282	NEW
374	TOKIO MARINE ASSET MANAGEMENT CO LTD	$654K	4,274	+418	ADD
375	QRG CAPITAL MANAGEMENT, INC.	$653K	4,267	−599	TRIM
376	STOREBRAND ASSET MANAGEMENT AS	$649K	4,241	—	NO PRIOR
377	4WEALTH ADVISORS, INC.	$649K	4,452	+208	ADD
378	Silvant Capital Management LLC	$646K	4,221	+374	ADD
379	NorthCrest Asset Manangement, LLC	$645K	4,144	+3,172	ADD
380	Camelot Portfolios, LLC	$643K	4,200	0	NO CHANGE
381	WADDELL & ASSOCIATES, LLC	$641K	4,189	+4,189	NEW
382	ABN AMRO INVESTMENT SOLUTIONS	$641K	4,186	−293	TRIM
383	BOOTHBAY FUND MANAGEMENT, LLC	$635K	4,145	+667	ADD
384	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$632K	3,981	+308	ADD
385	IHT Wealth Management, LLC	$629K	4,106	−517	TRIM
386	Siemens Fonds Invest GmbH	$618K	4,039	0	NO CHANGE
387	Sage Mountain Advisors LLC	$617K	4,031	−1,434	TRIM
388	Composition Wealth, LLC	$612K	3,998	+301	ADD
389	Saudi Central Bank	$602K	3,934	+3,934	NEW
390	CHOREO, LLC	$596K	3,891	+302	ADD
391	Barnes Dennig Private Wealth Management LLC	$595K	3,887	−341	TRIM
392	Columbia Asset Management	$586K	3,830	−575	TRIM
393	Invariant Investment Management	$584K	3,509	+231	ADD
394	Asset Dedication, LLC	$581K	3,794	+499	ADD
395	SIGNATUREFD, LLC	$579K	3,785	+28	ADD
396	Graham Capital Management, L.P.	$575K	3,754	+3,754	NEW
397	M&T BANK CORP	$573K	3,744	−2,370	TRIM
398	Sculati Wealth Management, LLC	$571K	3,728	−547	TRIM
399	KPP Advisory Services LLC	$568K	3,713	−233	TRIM
400	Caprock Group, LLC	$567K	3,703	+201	ADD
401	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$562K	3,674	+937	ADD
402	OneDigital Investment Advisors LLC	$556K	3,633	−533	TRIM
403	MAI Capital Management	$551K	3,597	+1,898	ADD
404	LMR Partners LLP	$548K	3,578	−69,721	TRIM
405	JT Stratford LLC	$537K	3,505	−614	TRIM
406	Savvy Advisors, Inc.	$536K	3,501	+271	ADD
407	CAXTON ASSOCIATES LLP	$534K	3,487	+3,487	NEW
408	EVOLVE PRIVATE WEALTH, LLC	$534K	3,486	+3,486	NEW
409	BENJAMIN EDWARDS INC	$529K	3,453	−3,628	TRIM
410	Lido Advisors, LLC	$527K	3,441	−3,192	TRIM
411	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$523K	3,416	−31	TRIM
412	Aljian Capital Management, LLC	$519K	3,390	−63	TRIM
413	Apollon Wealth Management, LLC	$511K	3,341	+202	ADD
414	KCM INVESTMENT ADVISORS LLC	$498K	3,255	−1,495	TRIM
415	Vinva Investment Management Ltd	$494K	3,386	+3,386	NEW
416	Brookstone Capital Management	$489K	3,197	+322	ADD
417	Bulltick Wealth Management, LLC	$485K	3,168	−11,482	TRIM
418	SBI Securities Co., Ltd.	$483K	3,152	−1,257	TRIM
419	Brooklyn Investment Group	$480K	3,136	+557	ADD
420	Savant Capital, LLC	$480K	3,136	+1,545	ADD
421	EP Wealth Advisors, LLC	$479K	3,130	−2,073	TRIM
422	Truvestments Capital LLC	$478K	3,124	−416	TRIM
423	Polymer Capital Management (US) LLC	$471K	3,074	−4,088	TRIM
424	Northern Financial Advisors Inc	$468K	3,057	+1,738	ADD
425	Metis Global Partners, LLC	$467K	3,052	−381	TRIM
426	Jacobi Capital Management LLC	$461K	3,014	−407	TRIM
427	SANDERS MORRIS HARRIS LLC	$461K	3,008	+3,008	NEW
428	North Dakota State Investment Board	$459K	3,000	−606	TRIM
429	AE Wealth Management LLC	$457K	2,988	+1,293	ADD
430	Independent Advisor Alliance	$455K	2,970	+1,465	ADD
431	Intellectus Partners, LLC	$455K	2,970	−100	TRIM
432	MUFG SECURITIES AMERICAS INC.	$452K	2,954	+47	ADD
433	Waverly Advisors, LLC	$450K	2,942	+2,942	NEW
434	Davis Investment Partners, LLC	$448K	2,926	+862	ADD
435	ASSETMARK, INC	$447K	2,922	+197	ADD
436	Bridgefront Capital, LLC	$446K	2,910	+2,910	NEW
437	ONTARIO TEACHERS PENSION PLAN BOARD	$441K	2,881	+2,881	NEW
438	COMMERCE BANK	$441K	2,879	+81	ADD
439	SECURIAN ASSET MANAGEMENT, INC	$439K	2,869	0	NO CHANGE
440	Capitol Family Office, Inc.	$436K	2,096	0	NO CHANGE
441	Elevated Capital Advisors, LLC	$431K	2,814	+373	ADD
442	GHP Investment Advisors, Inc.	$421K	2,749	+630	ADD
443	Kera Capital Partners, Inc.	$420K	2,743	+977	ADD
444	Ethic Inc.	$417K	2,725	−275	TRIM
445	Allworth Financial LP	$414K	2,707	+1,920	ADD
446	Valmark Advisers, Inc.	$410K	2,679	0	NO CHANGE
447	WINTON GROUP Ltd	$407K	2,659	+1,285	ADD
448	Baker Avenue Asset Management, LP	$403K	2,632	+2,632	NEW
449	Fideuram Asset Management (Ireland) dac	$400K	2,297	−4,913	TRIM
450	Crossmark Global Holdings, Inc.	$398K	2,598	—	NO PRIOR
451	Fragasso Financial Advisors Inc	$396K	2,538	−924	TRIM
452	Prospera Financial Services Inc	$396K	2,588	−2,030	TRIM
453	Geneos Wealth Management Inc.	$393K	2,570	+1,011	ADD
454	Institute for Wealth Management, LLC.	$391K	2,556	−39	TRIM
455	Performance Wealth Partners, LLC	$390K	2,550	+2,550	NEW
456	Steward Partners Investment Advisory, LLC	$384K	2,506	−981	TRIM
457	PINNACLE ASSOCIATES LTD	$380K	2,483	+1,082	ADD
458	iSAM Funds (UK) Ltd	$380K	2,483	+171	ADD
459	DAYMARK WEALTH PARTNERS, LLC	$380K	2,483	+2,483	NEW
460	SOROS FUND MANAGEMENT LLC	$375K	2,450	−4,775	TRIM
461	Pure Financial Advisors, LLC	$374K	2,442	+2,442	NEW
462	RFG Advisory, LLC	$372K	2,431	−5,965	TRIM
463	MTM Investment Management, LLC	$371K	2,420	+50	ADD
464	COLDSTREAM CAPITAL MANAGEMENT INC	$368K	2,403	+236	ADD
465	Horizon Advisory Services, Inc.	$354K	2,310	+426	ADD
466	B&D White Capital Company, LLC	$353K	2,305	+2,305	NEW
467	Karani Asset Management LLC	$351K	2,294	+2,294	NEW
468	Martin Capital Advisors, LLP	$351K	2,294	−71	TRIM
469	EXCHANGE TRADED CONCEPTS, LLC	$351K	2,292	−2,175	TRIM
470	Rothschild Wealth LLC	$350K	2,283	+2,283	NEW
471	WealthPlan Investment Management, LLC	$349K	2,277	−1,764	TRIM
472	TWINBEECH CAPITAL LP	$344K	2,250	+2,250	NEW
473	GREENLEAF TRUST	$343K	2,239	−455	TRIM
474	SILVER OAK SECURITIES, INCORPORATED	$343K	2,238	+107	ADD
475	Financial Solutions Advisory Group, Inc.	$338K	2,209	—	NO PRIOR
476	Hilltop Holdings Inc.	$337K	2,202	+748	ADD
477	Summit Financial, LLC	$336K	2,193	+354	ADD
478	GLENMEDE TRUST CO NA	$334K	2,179	−373	TRIM
479	Limestone Investment Advisors LP	$332K	2,170	+2,170	NEW
480	TOWNSQUARE CAPITAL LLC	$332K	2,169	+713	ADD
481	111 Capital	$328K	2,143	+2,143	NEW
482	FORTRESS PRIVATE LEDGER, LLC	$325K	2,124	−386	TRIM
483	DoubleLine ETF Adviser LP	$325K	2,123	−284	TRIM
484	Belpointe Asset Management LLC	$322K	2,106	−3	TRIM
485	Fortis Capital Advisors, LLC	$322K	2,106	−3	TRIM
486	WESTPAC BANKING CORP	$321K	2,095	+201	ADD
487	Financial Sense Advisors, Inc.	$319K	2,084	+2,084	NEW
488	LAKE STREET PRIVATE WEALTH, LLC	$314K	2,052	+125	ADD
489	Blackstone Inc.	$311K	2,030	+2,030	NEW
490	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$308K	1,882	+1,882	NEW
491	DE BURLO GROUP INC	$307K	2,005	−71,920	TRIM
492	Kingsview Wealth Management, LLC	$307K	2,004	+235	ADD
493	MMBG INVESTMENT ADVISORS CO.	$306K	2,001	−95	TRIM
494	TEMA ETFS LLC	$306K	2,000	+7	ADD
495	Buckland Partners Management Co LLC	$306K	2,000	0	NO CHANGE
496	Advisors Asset Management, Inc.	$306K	1,998	−584	TRIM
497	EVERETT HARRIS & CO /CA/	$306K	1,997	−55	TRIM
498	MGO ONE SEVEN LLC	$305K	1,994	−333	TRIM
499	FIDUCIARY TRUST CO	$304K	1,986	−287	TRIM
500	Mattson Financial Services, LLC	$302K	1,970	+263	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LULU

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Viking Global Investors, Gotham Asset Management, Bridgewater Associates, Caxton Associates $202M held
Trimming: 1 Soros Fund Management $375K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LULULEMON ATHLETICA INC

Merged timeline of congressional filings and notable-manager moves on LULU
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-05-15	Viking Global Investors 13F	NEW	+980,568 sh
2026-05-15	Gotham Asset Management 13F	ADD	+46,810 sh
2026-05-15	Bridgewater Associates 13F	ADD	+2,730 sh
2026-05-15	Soros Fund Management 13F	TRIM	−4,775 sh
2026-05-14	Caxton Associates 13F	NEW	+3,487 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed LULU — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).