Who holds LULUticker 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 ↗

765

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$12.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

373

addsholders whose share count rose or who opened the position (new + add), by shares

177

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Sale	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed LULU — the congressional view ↗