LULUNasdaqApparel & Other Finishd Prods of Fabrics & Similar MatlFiscal year ends January 31
lululemon athletica inc.
Financials through Q2 FY2026, quarter ended Aug 2, 2026Last filing: 10-Q on Sep 3, 2026
$97.76+0.66 (+0.68%)
Close on Oct 19, 2026
- Market cap
- $11.04B
- P/E (TTM)
- 8.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.6%
83M of 106M shares
Institutional holders
847
123 new, 218 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
3 buys · 4 sales
Net sold $1.42M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dennis J. Wilson | 9,570,851 | 8.60% | 13D (active) amendment | Sep 1, 2026 |
| BlackRock, Inc. | 9,153,642 | 7.60% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 7,985,349 | 7.22% | 13G (passive) | Mar 31, 2026 |
| Susquehanna Securities, LLC | 6,487,961 | 5.70% | 13G (passive) | Sep 30, 2025 |
| FMR LLC | 11,878,785 | 10.40% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LULU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,850,632 | 8.38% | $1.01B | −650,916 | 0.02% |
| Vanguard Capital Management LLC | 6,830,001 | 6.47% | $779.85M | −100,621 | 0.02% |
| Vanguard Portfolio Management LLC | 5,048,153 | 4.78% | $576.40M | −123,179 | 0.03% |
| State Street Corp | 4,517,466 | 4.28% | $515.80M | −3,860 | 0.02% |
| Federated Hermes, Inc. | 3,625,210 | 3.43% | $413.93M | +622,443 | 0.60% |
| Geode Capital Management, LLC | 2,970,005 | 2.81% | $337.88M | −131,320 | 0.02% |
| Invesco Ltd. | 2,331,706 | 2.21% | $266.23M | +515,082 | 0.02% |
| FIL Ltd | 2,025,858 | 1.92% | $231.31M | +2,017,697 | 0.17% |
| Flossbach Von Storch AG | 1,816,360 | 1.72% | $207.39M | −41,545 | 0.94% |
| Morgan Stanley | 1,618,224 | 1.53% | $184.77M | −209,276 | 0.01% |
| Goldman Sachs Group Inc | 1,315,759 | 1.25% | $150.23M | +617,340 | 0.01% |
| Jane Street Group, LLC | 1,077,155 | 1.02% | $122.99M | +106,359 | 0.01% |
| Citadel Advisors LLC | 1,074,188 | 1.02% | $122.65M | +489,610 | 0.01% |
| Norges Bank | 1,031,854 | 0.98% | $117.82M | New | 0.01% |
| Citigroup Inc | 977,992 | 0.93% | $111.67M | +397,932 | 0.04% |
| Charles Schwab Investment Management Inc | 945,232 | 0.90% | $107.93M | +76,985 | 0.01% |
| UBS Group AG | 928,957 | 0.88% | $106.07M | +447,381 | 0.01% |
| Northern Trust Corp | 916,976 | 0.87% | $104.70M | −74,019 | 0.01% |
| FMR LLC | 908,869 | 0.86% | $103.77M | −3,395,147 | 0.00% |
| Aqr Capital Management LLC | 901,601 | 0.85% | $101.48M | −594,265 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 847 | 83M | 78.6% | 123 / 283 | 337 / 218 | 15M | 17M |
| Q1 2026 | 956 | 85M | 80.4% | 152 / 318 | 357 / 189 | 27M | 18M |
| Q4 2025 | 1,010 | 90M | 85.1% | 245 / 296 | 364 / 140 | 19M | 15M |
| Q3 2025 | 926 | 86M | 81.0% | 123 / 315 | 374 / 232 | 15M | 26M |
| Q2 2025 | 1,051 | 96M | 91.0% | 137 / 390 | 403 / 209 | 10M | 19M |
| Q1 2025 | 1,138 | 105M | 99.5% | 120 / 455 | 413 / 192 | 13M | 9M |
| Q4 2024 | 1,232 | 102M | 96.8% | 275 / 376 | 446 / 107 | 14M | 13M |
| Q3 2024 | 1,082 | 101M | 96.0% | 154 / 392 | 401 / 139 | 24M | 24M |
| Q2 2024 | 1,076 | 110M | 100.0% | 127 / 463 | 361 / 227 | 19M | 19M |
| Q1 2024 | 1,188 | 111M | 100.0% | 139 / 469 | 404 / 166 | 11M | 11M |
| Q4 2023 | 1,231 | 111M | 100.0% | 263 / 427 | 376 / 104 | 19M | 14M |
| Q3 2023 | 1,086 | 106M | 100.0% | 95 / 434 | 343 / 85 | 8M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LULU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,316,826 | 3.14% | $378.72M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,712,167 | 2.57% | $309.68M | 0.02% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,567,050 | 1.48% | $186.28M | 0.19% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 1,440,585 | 1.36% | $164.49M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,366,066 | 1.29% | $179.20M | 0.02% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,198,276 | 1.13% | $136.82M | 0.07% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,132,239 | 1.07% | $129.28M | 0.06% | Jun 30, 2026 |
| iShares MSCI USA Quality Factor ETF | 989,074 | 0.94% | $117.57M | 0.25% | Jul 31, 2026 |
| Vanguard Growth Index Fund | 867,714 | 0.82% | $99.08M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 758,780 | 0.72% | $86.64M | 0.13% | Jun 30, 2026 |
| Federated Hermes MDT Mid Cap Growth Fund | 758,606 | 0.72% | $90.18M | 1.37% | Jul 31, 2026 |
| State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 588,556 | 0.56% | $67.20M | 0.30% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 569,256 | 0.54% | $65.00M | 0.02% | Jun 30, 2026 |
| Bridge Builder Large Cap Value Fund | 542,686 | 0.51% | $61.96M | 0.21% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 409,638 | 0.39% | $46.77M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Heidi O'Neill | CEO, Director | – | – | Sep 11, 2026 |
| Calvin McDonald | Chief Executive Officer, Director | 137,613 | 0.13% | Jul 1, 2025 |
| Nicole Neuburger | Chief Brand Officer | 19,101 | 0.02% | Jun 10, 2026 |
| Meghan Frank | CFO & Interim Co-CEO | 31,964 | 0.03% | Jun 10, 2026 |
| Andre Maestrini | Pres, CCO & Interim Co-CEO | 34,551 | 0.03% | Apr 3, 2026 |
| Ranju Das | Chief AI & Technology Officer | 10,102 | 0.01% | Mar 23, 2026 |
| Celeste Burgoyne | Pres Americas & Global Guest | 16,923 | 0.02% | Dec 18, 2025 |
| Kathryn Henry | Director | 7,122 | 0.01% | Jun 29, 2026 |
| Isabel Mahe | Director | 4,125 | 0.00% | Jun 29, 2026 |
| Alison Loehnis | Director | 3,808 | 0.00% | Jun 29, 2026 |
| Laura Gentile | Director | 2,606 | 0.00% | Jun 29, 2026 |
| Charles V. Bergh | Director | 12,243 | 0.01% | Jun 29, 2026 |
| Teri List | Director | 2,839 | 0.00% | Jun 29, 2026 |
| Esi Eggleston Bracey | Director | 1,853 | 0.00% | Jun 29, 2026 |
| Martha A. M. Morfitt | Director | 89,846 | 0.09% | Jun 29, 2026 |
| Emily White | Director | 20,840 | 0.02% | Jun 29, 2026 |
| Jon McNeill | Director | 10,928 | 0.01% | Jun 29, 2026 |
| Marc Maurer | Director | 1,606 | 0.00% | Jun 29, 2026 |
| Shane Grant | Director | 2,080 | 0.00% | Mar 23, 2026 |
| David M. Mussafer | Director | 22,901 | 0.02% | Mar 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kathryn Henry Director | Jun 25, 2026 | Award | +1,606 | – | – | 7,122 |
| Jon McNeill Director | Jun 25, 2026 | Award | +1,606 | – | – | 10,928 |
| Esi Eggleston Bracey Director | Jun 25, 2026 | Award | +1,606 | – | – | 1,853 |
| Martha A. M. Morfitt Director | Jun 25, 2026 | Award | +1,606 | – | – | 88,596 |
| Charles V. Bergh Director | Jun 25, 2026 | Award | +1,606 | – | – | 1,878 |
| Laura Gentile Director | Jun 25, 2026 | Award | +1,606 | – | – | 2,606 |
| Marc Maurer Director | Jun 25, 2026 | Award | +1,606 | – | – | 1,606 |
| Emily White Director | Jun 25, 2026 | Award | +1,606 | – | – | 9,739 |
| Isabel Mahe Director | Jun 25, 2026 | Award | +1,606 | – | – | 4,125 |
| Alison Loehnis Director | Jun 25, 2026 | Award | +1,606 | – | – | 3,808 |
| Teri List Director | Jun 25, 2026 | Award | +1,606 | – | – | 2,839 |
| Charles V. Bergh Director | Jun 15, 2026 | Buy | +4,275 | $117.05 | $500.39K | 10,365 |
| Esi Eggleston Bracey Director | Jun 9, 2026 | Award | +247 | – | – | 247 |
| Nicole Neuburger Chief Brand Officer | Jun 8, 2026 | Tax withholding | −55 | $117.55 | $6.47K | 19,101 |
| Meghan Frank CFO & Interim Co-CEO | Jun 8, 2026 | Tax withholding | −28 | $117.55 | $3.29K | 31,964 |
| Nicole Neuburger Chief Brand Officer | Apr 8, 2026 | Sale | −622 | $161.00 | $100.14K | 19,156 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Apr 1, 2026 | Buy | +3,275 | $151.02 | $494.59K | 34,551 |
| Meghan Frank CFO & Interim Co-CEO | Mar 31, 2026 | Tax withholding | −400 | $153.10 | $61.24K | 31,992 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Mar 31, 2026 | Tax withholding | −357 | $153.10 | $54.66K | 31,276 |
| Nicole Neuburger Chief Brand Officer | Mar 31, 2026 | Tax withholding | −369 | $153.10 | $56.49K | 19,778 |
| Nicole Neuburger Chief Brand Officer | Mar 30, 2026 | Tax withholding | −201 | $145.83 | $29.31K | 20,147 |
| Nicole Neuburger Chief Brand Officer | Mar 30, 2026 | Tax withholding | −1,979 | $145.83 | $288.60K | 20,348 |
| Nicole Neuburger Chief Brand Officer | Mar 30, 2026 | Option exercise | +3,754 | – | – | 22,327 |
| Meghan Frank CFO & Interim Co-CEO | Mar 30, 2026 | Tax withholding | −201 | $145.83 | $29.31K | 32,392 |
| Meghan Frank CFO & Interim Co-CEO | Mar 30, 2026 | Option exercise | +3,754 | – | – | 34,570 |
| Meghan Frank CFO & Interim Co-CEO | Mar 30, 2026 | Tax withholding | −1,977 | $145.83 | $288.31K | 32,593 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Mar 30, 2026 | Option exercise | +4,692 | – | – | 34,063 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Mar 30, 2026 | Tax withholding | −224 | $145.83 | $32.67K | 31,633 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Mar 30, 2026 | Tax withholding | −2,206 | $145.83 | $321.70K | 31,857 |
| Nicole Neuburger Chief Brand Officer | Mar 25, 2026 | Tax withholding | −224 | $158.72 | $35.55K | 18,573 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Mar 25, 2026 | Tax withholding | −220 | $158.72 | $34.92K | 29,371 |
| Meghan Frank CFO & Interim Co-CEO | Mar 25, 2026 | Tax withholding | −246 | $158.72 | $39.05K | 30,816 |
| Charles V. Bergh Director | Mar 20, 2026 | Buy | +6,090 | $164.20 | $999.98K | 6,090 |
| Nicole Neuburger Chief Brand Officer | Mar 19, 2026 | Award | +3,745 | – | – | 18,797 |
| Charles V. Bergh Director | Mar 19, 2026 | Award | +272 | – | – | 272 |
| Jon McNeill Director | Mar 19, 2026 | Award | +355 | – | – | 9,322 |
| Andre Maestrini Pres, CCO & Interim Co-CEO | Mar 19, 2026 | Award | +5,436 | – | – | 29,591 |
| Isabel Mahe Director | Mar 19, 2026 | Award | +664 | – | – | 2,519 |
| Meghan Frank CFO & Interim Co-CEO | Mar 19, 2026 | Award | +5,436 | – | – | 31,062 |
| David M. Mussafer Director | Mar 19, 2026 | Award | +1,087 | – | – | 22,901 |
| Ranju Das Chief AI & Technology Officer | Mar 19, 2026 | Award | +3,926 | – | – | 10,102 |
| Shane Grant Director | Mar 19, 2026 | Award | +695 | – | – | 2,080 |
| Meghan Frank Chief Financial Officer | Dec 30, 2025 | Sale | −2,658 | $211.37 | $561.82K | 25,626 |
| Meghan Frank Chief Financial Officer | Dec 30, 2025 | Option exercise | +1,364 | $167.54 | $228.52K | 26,885 |
| Meghan Frank Chief Financial Officer | Dec 30, 2025 | Option exercise | +1,399 | $167.54 | $234.39K | 28,284 |
| Martha A. M. Morfitt Director | Dec 19, 2025 | Gift | −6,500 | – | – | 86,990 |
| Martha A. M. Morfitt Director | Dec 17, 2025 | Award | +3,608 | – | – | 93,490 |
| Celeste Burgoyne Pres Americas & Global Guest | Dec 16, 2025 | Sale | −1,906 | $203.48 | $387.83K | 16,923 |
| Celeste Burgoyne Pres Americas & Global Guest | Dec 16, 2025 | Sale | −11,605 | $204.08 | $2.37M | 5,318 |
| Meghan Frank Chief Financial Officer | Dec 15, 2025 | Award | +9,695 | – | – | 25,521 |
| Meghan Frank Chief Financial Officer | Dec 15, 2025 | Award | +1,212 | – | – | 15,826 |
| Nicole Neuburger Chief Brand Officer | Dec 15, 2025 | Award | +6,059 | – | – | 15,052 |
| Andre Maestrini President & CCO | Dec 15, 2025 | Award | +9,695 | – | – | 24,155 |
| Andre Maestrini President & CCO | Dec 15, 2025 | Award | +1,212 | – | – | 14,460 |
| Nicole Neuburger Chief Brand Officer | Sep 30, 2025 | Sale | −615 | $178.00 | $109.47K | 8,993 |
| Ranju Das Chief AI & Technology Officer | Sep 9, 2025 | Award | +6,176 | – | – | 6,176 |
| Calvin McDonald Chief Executive Officer, Director | Jun 27, 2025 | Option exercise | +35,355 | $136.67 | $4.83M | 137,613 |
| Calvin McDonald Chief Executive Officer, Director | Jun 27, 2025 | Sale | −21,977 | $235.54 | $5.18M | 115,636 |
| Calvin McDonald Chief Executive Officer, Director | Jun 27, 2025 | Sale | −5,072 | $236.33 | $1.20M | 110,564 |
| David M. Mussafer Director | Jun 11, 2025 | Award | +634 | – | – | 21,814 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Neuburger Nicole Officer | Apr 8, 2026 | 622 | $100.14K | Apr 8, 2026 | Restricted Stock |
| Frank Meghan Officer | Dec 30, 2025 | 2,658 | $561.83K | Dec 30, 2025 | Stock Option Exercise |
| Burgoyne Celeste Officer | Dec 16, 2025 | 13,511 | $2.76M | Dec 16, 2025 | Restricted Stock |
| Neuburger Nicole Officer | Sep 30, 2025 | 615 | $109.47K | Sep 30, 2025 | Restricted Stock |
| McDonald Calvin Officer, Director | Jun 27, 2025 | 27,049 | $6.38M | Jun 27, 2025 | Stock Option Exercise |
| Neuburger Nicole Officer | Dec 26, 2024 | 2,022 | $782.74K | Dec 26, 2024 | Stock Option Exercise |
| Burgoyne Celeste Officer | Dec 9, 2024 | 22,570 | $9.16M | Dec 9, 2024 | Stock Option Exercise |
| Burgoyne Celeste Officer | Dec 9, 2024 | 2,300 | $924.97K | Dec 9, 2024 | Restricted Stock |
| Frank Meghan Officer | Dec 9, 2024 | 2,181 | $906.79K | Dec 9, 2024 | Stock Option Exercise |
| Neuburger Nicole Officer | Sep 26, 2024 | 486 | $131.02K | Sep 26, 2024 | Restricted Stock |
| Choe Michelle Officer | Aug 28, 2024 | 6,365 | $1.68M | Aug 28, 2024 | Stock Option Exercise |
| McDonald Calvin Officer, Director | Dec 18, 2023 | 25,000 | $12.44M | Dec 18, 2023 | Stock Option Exercise |
| Frank Meghan Officer | Dec 18, 2023 | 1,553 | $776.50K | Dec 18, 2023 | Stock Option Exercise |
| Neuburger Nicole Officer | Dec 18, 2023 | 705 | $352.50K | Dec 18, 2023 | Restricted Stock |
| Burgoyne Celeste Officer | Dec 14, 2023 | 10,000 | $4.94M | Dec 14, 2023 | Stock Option Exercise |