Lululemon Athletica Inc.· LULU

🇺🇸 US · LargeSP500NASDAQ

Consumer Cyclical Apparel - Retail Website

Price: $101.30
Day: +3.30%
Mkt Cap: $11.50B
52W Range: $95.35 – $225.98
Volume: 5.74M
Beta: 0.86

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 931 institutions hold; 407 added, 351 reduced

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Lululemon Athletica Inc.

LULU|Consumer Cyclical|Apparel - Retail

Current price: $101

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.1x

vs own 6-quarter average

Seller breadth · Q2 2026

1 seller

vs 1.2 avg per quarter

Institutional net breadth · Q2 2026

-42

534 adding vs 576 reducing

Institutional ownership · Q2 2026

75.0%

931 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

8.9M

-4.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.8M

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.0M

-0.2%

STATE STREET CORP

4.5M

+2.1%

FEDERATED HERMES, INC.

3.6M

+23.4%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.5M

-2.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

308

95 buying308 unchanged97 selling

500 funds held LULU in Q2 2026, holding 45.3M shares between them, down 1.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST419.5K sh

Tidal ETF Trust14.3K sh

NATIONWIDE MUTUAL FUNDS5.6K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jun 27

MCDONALD CALVIN

$5.2M

Sale · Dec 16

BURGOYNE CELESTE

$2.4M

Sale · Dec 9

BURGOYNE CELESTE

$1.9M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore LULU on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LULU Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+47

Institutional Flow

50% weight

-6

Fund Flow

10% weight

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for LULU

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q2 2026

Meaningful: 2 purchases totaling $995.0K (7.5K shares)

1 sale totaling $100.1K (622 shares)

Share volume is 3x+ above the historical average, unusually strong

0.1x

Selling pace

vs own 6-qtr average

Light

0.14%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 1.0 avg per quarter

$995.0K

Insider buying

2 buyers in Q2 2026

Notable Recent Transactions, LULU

Top 8 highest-value insider trades from the last 8 quarters

MCDONALD CALVIN

CEO

Sell

21,977 shares at $235.54

≈16.0% of their stake at the time

Jun 27, 2025$5.18M

BURGOYNE CELESTE

Pres Americas & Global Guest

Sell

11,605 shares at $204.08

≈68.6% of their stake at the time

Dec 16, 2025$2.37M

BURGOYNE CELESTE

Pres Americas & Global Guest

Sell

4,598 shares at $408.33

≈24.2% of their stake at the time

Dec 9, 2024$1.88M

BURGOYNE CELESTE

Pres Americas & Global Guest

Sell

4,278 shares at $405.73

≈15.4% of their stake at the time

Dec 9, 2024$1.74M

BURGOYNE CELESTE

Pres Americas & Global Guest

Sell

3,727 shares at $402.31

≈10.7% of their stake at the time

Dec 9, 2024$1.50M

BURGOYNE CELESTE

Pres Americas & Global Guest

Sell

3,421 shares at $406.62

≈14.5% of their stake at the time

Dec 9, 2024$1.39M

BURGOYNE CELESTE

Pres Americas & Global Guest

Sell

3,235 shares at $404.46

≈10.4% of their stake at the time

Dec 9, 2024$1.31M

MCDONALD CALVIN

CEO

Sell

5,072 shares at $236.33

≈4.4% of their stake at the time

Jun 27, 2025$1.20M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for LULU

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

75.0% institutional ownership

Balanced activity: 534 adding vs 576 reducing

13F share count essentially flat

Momentum weakening from prior quarter

-42

Net breadth

534 adding vs 576 reducing

Balanced

0.93

Add / reduce ratio

in Q2 2026

-98

New − closed

127 initiated, 225 exited

4 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+534 growing-576 shrinkingNet: -42

127

407

351

225

New (127)

Increased (407)

Reduced (351)

Closed (225)

Top Institutional Holders, LULU

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

8.9M

$1.0B

Ownership

7.84%

-4.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.8M

$779.8M

Ownership

6.05%

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.0M

$576.4M

Ownership

4.47%

-0.2%

STATE STREET CORP

4.5M

$515.8M

Ownership

4.00%

+2.1%

FEDERATED HERMES, INC.

3.6M

$413.9M

Ownership

3.21%

+23.4%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.5M

$403.6M

Ownership

3.13%

-2.7%

GEODE CAPITAL MANAGEMENT, LLC

3.0M

$337.9M

Ownership

2.63%

-2.1%

INVESCO LTD.

2.3M

$266.2M

Ownership

2.07%

+31.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 500 ETFs and mutual funds reporting

95 buying97 sellingNet: -2

308

Buying (95)

Unchanged (308)

Selling (97)

In total, funds bought 3.4M shares and sold 4.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

500 ETFs and mutual funds reporting

95 buying vs 97 selling (balanced)

Top Fund Holders, LULU

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

419.5K

Weight

2.07%

Jul 31, 2026No change

Tidal ETF Trust

14.3K

Weight

0.06%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

5.6K

Weight

0.00%

Jul 31, 2026Decreased

Columbia Funds Variable Series Trust II

4.2K

Weight

0.00%

Jun 30, 2026Decreased

EATON VANCE SPECIAL INVESTMENT TRUST

4.2K

Weight

0.23%

Jun 30, 2026No change

BNY Mellon Strategic Funds, Inc.

4.0K

Weight

0.47%

Jun 30, 2026No change

T. Rowe Price Balanced Fund, Inc.

4.0K

Weight

0.02%

Jun 30, 2026No change

PRINCIPAL VARIABLE CONTRACTS FUNDS INC

3.9K

Weight

0.01%

Jun 30, 2026Decreased

Lululemon Athletica Inc.· LULU

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings150Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings150Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights