Lululemon Athletica Ownership | Who Owns Lululemon Athletica?
Lululemon Athletica Ownership Summary
Lululemon Athletica is owned by 86.84% institutional investors, 4.63% insiders, and 8.53% retail investors. Fmr is the largest institutional shareholder, holding 14.21% of LULU shares. Fidelity Growth Compy Commingled Pl O is the top mutual fund, with 3.38% of its assets in Lululemon Athletica shares.
LULU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lululemon Athletica | 86.84% | 4.63% | 8.53% |
| Sector | Consumer Cyclical Stocks | 57.35% | 11.97% | 30.68% |
| Industry | Apparel Retail Stocks | 71.75% | 12.90% | 15.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 17.90M | 14.21% | $5.35B |
| Vanguard group | 11.74M | 9.32% | $3.51B |
| Blackrock | 9.14M | 7.25% | $2.73B |
| State street | 4.83M | 3.84% | $1.44B |
| Edgewood management | 3.23M | 2.57% | $965.62M |
| Alliancebernstein | 2.65M | 2.10% | $790.39M |
| Geode capital management | 2.43M | 1.93% | $723.84M |
| Morgan stanley | 2.06M | 1.64% | $616.78M |
| Arrowstreet capital, limited partnership | 1.81M | 1.44% | $541.56M |
| American century companies | 1.77M | 1.40% | $528.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sib | 50.49K | 8.04% | $15.08M |
| Hs management partners | 330.40K | 5.45% | $98.69M |
| Deepwater asset management | 42.67K | 4.63% | $12.75M |
| Bwcp, lp | 60.34K | 4.53% | $18.02M |
| Winslow asset management | 50.89K | 2.99% | $15.20M |
| Lgt capital partners | 293.22K | 2.98% | $87.58M |
| Manchester global management (uk) | 53.63K | 2.82% | $16.02M |
| Vantage investment partners | 96.77K | 2.62% | $28.90M |
| Edgewood management | 3.23M | 2.62% | $965.62M |
| Crystal rock capital management | 13.80K | 2.47% | $4.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 11.74M | 0.07% | 1.89M |
| Flossbach von storch | 1.04M | 1.30% | 1.04M |
| T. rowe price investment management | 1.03M | 0.19% | 696.31K |
| Invesco | 1.36M | 0.09% | 532.69K |
| Capital world investors | 1.46M | 0.07% | 480.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Value star asset management (hong kong) | - | - | -4.65M |
| Jennison associates | 1.46K | 0.00% | -3.33M |
| Alliancebernstein | 2.65M | 0.28% | -860.32K |
| Wellington management group llp | 425.15K | 0.02% | -839.66K |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | - | - | -747.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Flossbach von storch | 1.04M | 1.30% | 1.04M | $311.27M |
| Norges bank | 322.88K | 0.01% | 322.88K | $96.44M |
| Two sigma advisers, lp | 322.20K | 0.21% | 322.20K | $96.24M |
| Mirae asset global etfs | 105.18K | 0.07% | 105.18K | $31.42M |
| Avenir | 74.76K | 2.17% | 74.76K | $22.33M |
Sold Out
| Holder | Change |
|---|---|
| Redwood wealth management group | -1.00 |
| Bruce g. allen investments | -1.00 |
| Ghp investment advisors | -1.00 |
| Mcclarren financial advisors | -1.00 |
| Triad wealth partners | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 1,117 | -10.21% | 109,407,580 | 4.15% | 86 | 1.26% | 569 | -5.01% | 353 | -12.19% |
| Mar 31, 2024 | 1,244 | -3.12% | 105,047,574 | -2.30% | 82 | 1.15% | 599 | -12.43% | 402 | 7.49% |
| Dec 31, 2023 | 1,284 | 12.63% | 107,516,442 | 2.25% | 85 | 1.24% | 684 | 29.55% | 374 | 10.32% |
| Sep 30, 2023 | 1,140 | 0.80% | 105,150,891 | -0.76% | 82 | 1.19% | 528 | 8.20% | 339 | -16.71% |
| Jun 30, 2023 | 1,131 | 2.26% | 105,957,477 | -0.36% | 83 | 1.20% | 488 | 5.17% | 407 | -4.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Growth Compy Commingled Pl O | 4.15M | 3.38% | -895.90K |
| Fidelity Growth Compy Commingled Pl S | 3.64M | 2.97% | -505.90K |
| Vanguard Total Stock Mkt Idx Inv | 3.60M | 2.93% | -12.51K |
| Vanguard Institutional 500 Index Trust | 3.05M | 2.48% | 36.70K |
| Fidelity Growth Company Fund | 2.72M | 2.22% | -390.54K |
| Vanguard Mid Cap Index Institutional | 2.42M | 1.97% | 4.40K |
| Invesco QQQ Trust | 2.28M | 1.86% | -10.58K |
| Edgewood Growth Instl | 1.71M | 1.39% | -39.58K |
| Fidelity 500 Index | 1.41M | 1.15% | 2.11K |
| SPDR® S&P 500® ETF Trust | 1.40M | 1.14% | 476.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 26, 2024 | NEUBURGER NICOLE | Chief Brand Officer | Sell | $131.02K |
| Sep 03, 2024 | MCDONALD CALVIN | Chief Executive Officer | Buy | $1.04M |
| Mar 26, 2024 | MORFITT MARTHA A M | - | Buy | $116.92K |
| Mar 26, 2024 | MORFITT MARTHA A M | - | Buy | $77.58K |
| Mar 27, 2024 | MORFITT MARTHA A M | - | Buy | $1.17M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 4 | - |
| 2023 Q4 | - | 6 |
| 2023 Q3 | - | 1 |
LULU Ownership FAQ
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