LULU Institutional Ownership
Lululemon Athletica Inc.
1W: +4.7%
1M: +4.0%
3M: -12.1%
YTD: -50.4%
1Y: -41.3%
3Y: -73.6%
5Y: -74.9%
$104.59
+1.68 (+1.63%)
Weekly Expected Move ±6.5%
$86
$93
$99
$105
$112
Credit Risk of going bust: lower than 55% of companies Debt: 15.0% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.75 (down 98%), Lululemon Athletica Inc. would be worth roughly what it owes.
Total debt $2.14B against a stock market value of $12.11B.
Distance to default 5.68 (Merton model): prices to 2026-10-27, balance sheet 2026-08-02, debt counted $1.07B (short-term plus half of long-term), stock volatility 46.9%; Altman Z'' 6.29. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $2.14B against a stock market value of $12.11B.
Distance to default 5.68 (Merton model): prices to 2026-10-27, balance sheet 2026-08-02, debt counted $1.07B (short-term plus half of long-term), stock volatility 46.9%; Altman Z'' 6.29. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutional Ownership — LULU
1,077
Institutional Holders
-78 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
127
New Positions
285
Increased
555
Reduced
217
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1242 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,850,632 | $926M | -650,916 | -6.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6,830,001 | $714M | -100,621 | -1.5% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,048,153 | $528M | -123,179 | -2.4% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 4,517,466 | $472M | -3,860 | -0.1% | 46Q | SEC ↗ |
| 5 | FEDERATED HERMES, INC. | 3,625,210 | $379M | +622,443 | +20.7% | 34Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2,970,005 | $311M | -131,320 | -4.2% | 66Q | SEC ↗ |
| 7 | Invesco Ltd. | 2,331,706 | $244M | +515,082 | +28.4% | 76Q | SEC ↗ |
| 8 | FIL Ltd | 2,025,858 | $212M | +2,017,697 | +24723.6% | 26Q | SEC ↗ |
| 9 | FLOSSBACH VON STORCH SE | 1,816,360 | $190M | -41,545 | -2.2% | 9Q | SEC ↗ |
| 10 | MORGAN STANLEY | 1,618,224 | $169M | -209,276 | -11.5% | 60Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 1,315,759 | $138M | +617,340 | +88.4% | 15Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 1,077,155 | $113M | +106,359 | +11.0% | 43Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 1,074,188 | $112M | +489,610 | +83.8% | 25Q | SEC ↗ |
| 14 | NORGES BANK NEW | 1,031,854 | $108M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Curated Wealth Partners LLC NEW | 1,001,498 | $105M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CITIGROUP INC | 977,992 | $102M | +397,932 | +68.6% | 69Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 945,232 | $99M | +76,985 | +8.9% | 15Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 945,232 | $99M | — | +0.0% | 1Q | SEC ↗ |
| 19 | UBS Group AG | 928,957 | $97M | +447,381 | +92.9% | 47Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 916,976 | $96M | -74,019 | -7.5% | 76Q | SEC ↗ |
| 21 | FMR LLC | 908,869 | $95M | -3,395,147 | -78.9% | 76Q | SEC ↗ |
| 22 | AQR CAPITAL MANAGEMENT LLC | 901,601 | $94M | -594,265 | -39.7% | 47Q | SEC ↗ |
| 23 | Legal & General Group Plc | 881,587 | $92M | -125,980 | -12.5% | 27Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 867,827 | $91M | -79,339 | -8.4% | 68Q | SEC ↗ |
| 25 | UBS AM, a distinct business unit of UB | 821,585 | $86M | +4,901 | +0.6% | 55Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 771,946 | $81M | -211,811 | -21.5% | 30Q | SEC ↗ |
| 27 | BARROW HANLEY MEWHINNEY & STRAUSS LLC NEW | 722,989 | $76M | — | +0.0% | 1Q | SEC ↗ |
| 28 | DEUTSCHE BANK AG | 705,726 | $74M | +231,571 | +48.8% | 52Q | SEC ↗ |
| 29 | JACOBS LEVY EQUITY MANAGEMENT, INC | 696,292 | $73M | +680,738 | +4376.6% | 2Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN | 674,081 | $71M | +230,865 | +52.1% | 76Q | SEC ↗ |
| 31 | DIMENSIONAL FUND ADVISORS LP | 646,338 | $68M | -561,873 | -46.5% | 60Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 615,192 | $64M | -231,189 | -27.3% | 15Q | SEC ↗ |
| 33 | BARCLAYS PLC | 595,557 | $62M | +26,101 | +4.6% | 67Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 587,246 | $61M | -20,812 | -3.4% | 2Q | SEC ↗ |
| 35 | AMERICAN CENTURY COMPANIES INC | 546,587 | $57M | +238,551 | +77.4% | 15Q | SEC ↗ |
| 36 | BNP PARIBAS FINANCIAL MARKETS | 533,719 | $56M | +52,945 | +11.0% | 56Q | SEC ↗ |
| 37 | Gotham Asset Management, LLC | 519,894 | $54M | +190,650 | +57.9% | 25Q | SEC ↗ |
| 38 | M&G PLC | 488,048 | $51M | +205,299 | +72.6% | 10Q | SEC ↗ |
| 39 | Amundi | 452,151 | $47M | -218,504 | -32.6% | 21Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 437,023 | $46M | +129,876 | +42.3% | 67Q | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 428,878 | $45M | -114,009 | -21.0% | 73Q | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 413,412 | $43M | +28,643 | +7.4% | 45Q | SEC ↗ |
| 43 | MARSHALL WACE, LLP | 380,476 | $40M | -677,172 | -64.0% | 5Q | SEC ↗ |
| 44 | RENAISSANCE TECHNOLOGIES LLC NEW | 377,844 | $40M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Caisse de depot et placement du Quebec | 373,725 | $39M | -255,895 | -40.6% | 16Q | SEC ↗ |
| 46 | HSBC HOLDINGS PLC | 359,357 | $38M | +13,125 | +3.8% | 66Q | SEC ↗ |
| 47 | CIBC WORLD MARKET INC. | 355,981 | $37M | +166,189 | +87.6% | 47Q | SEC ↗ |
| 48 | VOLORIDGE INVESTMENT MANAGEMENT, LLC NEW | 346,609 | $36M | — | +0.0% | 1Q | SEC ↗ |
| 49 | NATIONAL BANK OF CANADA /FI | 316,806 | $33M | +52,320 | +19.8% | 19Q | SEC ↗ |
| 50 | Nuveen, LLC | 314,357 | $33M | -75,825 | -19.4% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,031,854 | $108M |
| Curated Wealth Partners LLC | 1,001,498 | $105M |
| Sixth Street Partners Management Co | 945,232 | $99M |
| BARROW HANLEY MEWHINNEY & STRAUSS L | 722,989 | $76M |
| RENAISSANCE TECHNOLOGIES LLC | 377,844 | $40M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 346,609 | $36M |
| CAPITAL FUND MANAGEMENT S.A. | 213,293 | $22M |
| Capula Management Ltd | 150,676 | $16M |
| Chescapmanager LLC | 125,000 | $13M |
| THOMPSON SIEGEL & WALMSLEY LLC | 122,764 | $13M |
| Contrarius Group Holdings Ltd | 96,214 | $10M |
| Elgethun Capital Management | 86,396 | $9M |
| APG Asset Management N.V. | 71,678 | $7M |
| ING GROEP NV | 68,015 | $7M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 61,504 | $6M |
| Nykredit A/S | 52,167 | $5M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 50,007 | $5M |
| TUDOR INVESTMENT CORP ET AL | 48,687 | $5M |
| Senvest Management, LLC | 36,750 | $4M |
| Wealthspire Advisors, LLC | 32,616 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Boston Partners | 1,466,961 | $153M |
| VIKING GLOBAL INVESTORS LP | 980,568 | $103M |
| Point72 Asset Management, L.P. | 598,867 | $63M |
| HRT FINANCIAL LP | 470,780 | $49M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 350,000 | $37M |
| Anomaly Capital Management, LP | 288,143 | $30M |
| Interval Partners, LP | 254,940 | $27M |
| SCOPUS ASSET MANAGEMENT, L.P. | 195,750 | $20M |
| Junto Capital Management LP | 132,776 | $14M |
| Tairen Capital Ltd | 105,600 | $11M |
| Waratah Capital Advisors Ltd. | 97,093 | $10M |
| Orbis Allan Gray Ltd | 93,221 | $10M |
| Slate Path Capital LP | 88,600 | $9M |
| Boston Trust Walden Corp | 88,335 | $9M |
| INTERCAPITAL, LLC | 87,000 | $9M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 77,472 | $8M |
| Quadrature Capital Ltd | 76,749 | $8M |
| Pacific Heights Asset Management LL | 75,000 | $8M |
| Carmignac Gestion | 74,300 | $8M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 72,146 | $8M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIL Ltd | +2,017,697 | +24723.6% | 2,025,858 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +680,738 | +4376.6% | 696,292 |
| FEDERATED HERMES, INC. | +622,443 | +20.7% | 3,625,210 |
| GOLDMAN SACHS GROUP INC | +617,340 | +88.4% | 1,315,759 |
| Invesco Ltd. | +515,082 | +28.4% | 2,331,706 |
| CITADEL ADVISORS LLC | +489,610 | +83.8% | 1,074,188 |
| UBS Group AG | +447,381 | +92.9% | 928,957 |
| CITIGROUP INC | +397,932 | +68.6% | 977,992 |
| AMERICAN CENTURY COMPANIES INC | +238,551 | +77.4% | 546,587 |
| DEUTSCHE BANK AG | +231,571 | +48.8% | 705,726 |
| WELLS FARGO & COMPANY/MN | +230,865 | +52.1% | 674,081 |
| Quinn Opportunity Partners LLC | +205,400 | +230.7% | 294,432 |
| M&G PLC | +205,299 | +72.6% | 488,048 |
| Gotham Asset Management, LLC | +190,650 | +57.9% | 519,894 |
| CIBC WORLD MARKET INC. | +166,189 | +87.6% | 355,981 |
| RWWM, INC. | +162,196 | +221.0% | 235,581 |
| VR Advisory Services Ltd | +160,700 | +108.1% | 309,402 |
| ROYAL BANK OF CANADA | +129,876 | +42.3% | 437,023 |
| BANK OF NOVA SCOTIA | +126,730 | +215.0% | 185,674 |
| Russell Investments Group, Ltd. | +112,782 | +90.1% | 237,926 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -3,395,147 | -78.9% | 908,869 |
| WELLINGTON MANAGEMENT GROUP LLP | -702,756 | -98.5% | 10,550 |
| MARSHALL WACE, LLP | -677,172 | -64.0% | 380,476 |
| BlackRock, Inc. | -650,916 | -6.9% | 8,850,632 |
| AQR CAPITAL MANAGEMENT LLC | -594,265 | -39.7% | 901,601 |
| DIMENSIONAL FUND ADVISORS LP | -561,873 | -46.5% | 646,338 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -515,674 | -86.2% | 82,484 |
| VICTORY CAPITAL MANAGEMENT INC | -502,699 | -86.6% | 77,933 |
| Pacer Advisors, Inc. | -392,806 | -94.6% | 22,592 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -335,693 | -59.6% | 227,296 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -324,178 | -85.4% | 55,433 |
| Caisse de depot et placement du Que | -255,895 | -40.6% | 373,725 |
| BANK OF AMERICA CORP /DE | -231,189 | -27.3% | 615,192 |
| Amundi | -218,504 | -32.6% | 452,151 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -211,811 | -21.5% | 771,946 |
| MORGAN STANLEY | -209,276 | -11.5% | 1,618,224 |
| Quantinno Capital Management LP | -133,473 | -84.4% | 24,580 |
| IEQ CAPITAL, LLC | -131,997 | -93.6% | 9,066 |
| GEODE CAPITAL MANAGEMENT, LLC | -131,320 | -4.2% | 2,970,005 |
| Legal & General Group Plc | -125,980 | -12.5% | 881,587 |