HolderBook

LULULEMON ATHLETICA INC (LULU)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

34
Reporting holders
$7.0M
Reported value
0.0%
Calls
0.0%
Puts
-826
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Silverleafe Capital Partners, LLC$2.8M28,8000.79%31q+13.8%+$336.7K
First Heartland Consultants, Inc.$1.2M12,9250.08%2q+87.2%+$579.3K
Invariant Investment Management$706.3K7,4770.41%4q+16.2%+$98.7K
Gradient Investments LLC$487.3K5,0660.01%18q-30.8%-$216.5K
AVAII WEALTH MANAGEMENT, LLC$324.2K3,4330.09%newNEW
CHICKASAW CAPITAL MANAGEMENT LLC$320.6K3,3330.01%32q-12.6%-$46.1K
Farther Finance Advisors, LLC$282.2K2,9330.00%16q+8.8%+$22.9K
GAMMA Investing LLC$271.2K2,8190.01%12q+85.3%+$124.9K
Valeo Financial Advisors, LLC$217.0K2,2560.00%21q-32.1%-$102.6K
Quintet Private Bank (Europe) S.A.$177.5K1,8450.01%newNEW
MassMutual Private Wealth & Trust, FSB$70.6K7340.00%26q+16.5%+$10.0K
EASTERN BANK$41.4K4300.00%29qHELD
Horrell Capital Management, Inc.$36.0K3740.02%19qHELD
TOMPKINS FINANCIAL CORP$13.5K1400.00%20qHELD
Bank of New Hampshire$13.5K1400.00%2qHELD
GoalVest Advisory LLC$12.7K1320.00%4qHELD
Versant Capital Management, Inc$10.2K1060.00%32q-74.5%-$29.8K
GILPIN WEALTH MANAGEMENT, LLC$4.8K500.00%4qHELD
Dorato Capital Management$2.9K320.00%4qHELD
Byrne Asset Management LLC$2.9K300.00%10q-28.6%-$1.2K
Noble Wealth Management PBC$2.4K250.00%3q-44.4%-$1.9K
ARMSTRONG ADVISORY GROUP, INC$2.1K220.00%16q-67.2%-$4.3K
CoreCap Advisors, LLC$2.0K210.00%9q-75.9%-$6.3K
ELEVATION WEALTH PARTNERS, LLC$1.9K200.00%newNEW
GK Wealth Management LLC$1.6K160.00%newNEW
Olistico Wealth, LLC$1.4K150.00%4q-78.6%-$5.3K
Davis Capital Management$1.2K120.00%7qHELD
Bullock Wealth Management Group$57560.00%6qHELD
ATWOOD & PALMER INC$48150.00%9qHELD
Retirement Wealth Solutions LLC$38540.00%newNEW
Planning Strategies Inc.$38540.00%2q-71.4%
TOTH FINANCIAL ADVISORY CORP$28930.00%newNEW
Frisco Financial Planning LLC$28930.00%newNEW
CX Institutional$1471,5260.00%7q+322.7%
Polaris Financial Partners$030.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-09-0313D/ADennis J. Wilson INDIVIDUALwith 8 co-filers8.6%
2026-08-0313D/ADennis J. Wilson INDIVIDUALwith 8 co-filers8.4%
2026-07-2013D/ADennis J. Wilson INDIVIDUALwith 8 co-filers8.6%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-072026-09-30Directors or officers departed or appointedfiling
2026-09-142026-09-08Directors or officers departed or appointed Charter or bylaws amendedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-15Bergh Charles VDirectorBought4,275$500.4K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202634$7.0M73,21476100.0%
Q2 2026860$14.6B91,955,56811328333627.8%
Q1 2026954$17.2B85,342,97813431234524.1%
Q4 20251,018$27.0B90,037,33218929235330.6%
Q3 2025939$23.5B85,850,57211831236935.2%
Q2 20251,058$27.9B96,094,02912238639518.3%
Q1 20251,145$33.9B104,971,36210442940012.4%
Q4 20241,241$45.1B102,192,87019435842913.4%
Q3 20241,092$32.0B100,441,03314637938614.8%
Q2 20241,085$35.8B105,718,92512145034811.8%
Q1 20241,197$48.5B110,781,52312645238010.8%
Q4 20231,247$63.4B111,287,64119940636610.3%
Q3 20231,098$44.9B106,194,553854053228.9%
Q2 20231,094$43.6B106,530,3711093353917.6%
Q1 20231,067$49.5B125,315,0061473004108.0%
Q4 20221,068$37.3B107,996,5451353143667.3%
Q3 2022984$32.7B105,380,0721053563039.7%
Q2 2022977$30.5B103,833,0261133313257.0%
Q1 2022980$40.8B104,215,709963343476.9%
Q4 20211,058$46.2B105,978,97911639726510.2%
Q3 2021961$48.6B106,494,73311135228211.4%
Q2 2021934$42.3B105,146,0111322933009.3%
Q1 2021888$34.9B106,153,950803532966.6%
Q4 2020942$42.3B108,788,4001023712489.2%
Q3 2020858$38.5B108,070,9201152913107.7%
Q2 2020830$37.2B109,807,5191862722628.1%
Q1 2020717$22.1B110,490,5651012642525.3%
Q4 2019740$26.7B106,418,0871112222387.5%
Q3 2019661$21.6B105,632,369682452265.9%
Q2 2019677$20.7B107,304,3531132621946.8%
Q1 2019635$18.9B107,179,1791272151917.0%
Q4 2018557$13.7B106,531,019111595.7%