Lululemon Athletica Inc. (LULU)
What changed in recent filings
- Revenue +4% YoYQuarter ended May 3, 2026
- Institutions — 4 new · 1 added13F · as of end of 2026 Q2
- Risk factors — 3 added · 5 removed · new: Changes to U.S. tariff and customs policy, … +210-K Feb 2, 2025 → Feb 1, 2026 · filed 5 months ago
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Lululemon Athletica Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 5 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Lululemon Athletica Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Bridgewater Associates0.01% of portfolio · since 2025 Q3
- Tudor Investment CorpNew this quarter0.01% of portfolio · since 2026 Q2
- National Pension Service (Korea)under 0.01% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.06% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Lululemon. A premium yoga-wear and athleisure brand, with a loyal customer base and high margins as strengths. But North American market maturity and intensifying competition are challenges.
What is the Consumer Goods sector?
Staples, sportswear, and food & drink. Defensive dividend names.
Lululemon Athletica Inc. is classified under the Consumer Goods sector. See peers below.
LULU revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-05-03 revenue was $2.5B, +4.3% YoY.
The largest segment is Womens Apparel, 64.9% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Womens Apparel segment (about 67% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Lululemon Athletica Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
LULU on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
Peers · Consumer Goods
LULU FAQ
What is Lululemon Athletica Inc. (LULU)?
Lululemon. A premium yoga-wear and athleisure brand, with a loyal customer base and high margins as strengths. But North American market maturity and intensifying competition are challenges.
What sector is Lululemon Athletica Inc. in?
Lululemon Athletica Inc. is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.
What are Lululemon Athletica Inc.'s main revenue segments?
The largest segment is Womens Apparel, about 64.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Lululemon Athletica Inc. (LULU) stock?
On Stocklore you can see LULU's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.