lululemon athletica inc.
LULU- Exchange
- Nasdaq
- Industry
- Apparel & Other Finishd Prods of Fabrics & Similar Matl
- SEC CIK
- 0001397187
No open-market purchases or sales by lululemon athletica inc. insiders were filed in the last 90 days; 850 institutions reported holding it in 13F filings for Q2 2026, worth $9.45B in total; superinvestors Giverny Capital and Fairfax Financial hold it.
13F holders, Q3 2021
Institutional positions in lululemon athletica inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 955
- +36 vs. Q2 2021
- Shares held
- 106.5M
- +2.26M (+2.2%) vs. Q2 2021
- Total value
- $43.1B
- +$5.07B (+13.3%) vs. Q2 2021
- New holders
- 114
- 367 more added
- Sold out
- 78
- 306 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LULU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 850 | $9.45B |
| Q1 2026 | 958 | $13.0B |
| Q4 2025 | 1,012 | $18.6B |
| Q3 2025 | 926 | $15.1B |
| Q2 2025 | 1,051 | $22.7B |
| Q1 2025 | 1,138 | $29.7B |
| Q4 2024 | 1,233 | $39.1B |
| Q3 2024 | 1,084 | $27.0B |
| Q2 2024 | 1,081 | $31.3B |
| Q1 2024 | 1,191 | $41.2B |
| Q4 2023 | 1,233 | $55.1B |
| Q3 2023 | 1,088 | $40.9B |
| Q2 2023 | 1,087 | $40.2B |
| Q1 2023 | 1,063 | $38.7B |
| Q4 2022 | 1,062 | $34.5B |
| Q3 2022 | 978 | $29.5B |
| Q2 2022 | 974 | $28.4B |
| Q1 2022 | 977 | $37.9B |
| Q4 2021 | 1,057 | $41.4B |
| Q3 2021 | 955 | $43.1B |
| Q2 2021 | 932 | $38.3B |
| Q1 2021 | 888 | $32.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winton Group Ltd | 531 | $215.0K | 0.01% | +531 | New |
| Financial Advocates Investment Management | 532 | $215.0K | 0.02% | +532 | New |
| Wealth Management Partners, LLC | 534 | $216.0K | 0.16% | +534 | New |
| Prelude Capital Management, LLC | 539 | $218.0K | 0.01% | −4,083−88.3% | Reduced |
| TriaGen Wealth Management LLC | 542 | $219.0K | 0.12% | +2+0.4% | Added |
| First Pacific Advisors, LP | 540 | $219.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 541 | $219.0K | 0.01% | +541 | New |
| WealthPLAN Partners, LLC | 511 | $222.0K | 0.01% | −2−0.4% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $223.0K | 0.13% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 559 | $226.0K | 0.03% | −36−6.1% | Reduced |
| Johnson Investment Counsel Inc | 558 | $226.0K | 0.00% | +558 | New |
| NuWave Investment Management, LLC | 567 | $229.0K | 0.26% | +567 | New |
| Orion Portfolio Solutions, LLC | 571 | $231.0K | 0.01% | +18+3.3% | Added |
| SFMG, LLC | 571 | $231.0K | 0.03% | +571 | New |
| CAPROCK Group, Inc. | 572 | $232.0K | 0.02% | −162−22.1% | Reduced |
| RKL Wealth Management LLC | 575 | $233.0K | 0.03% | −3−0.5% | Reduced |
| Hamilton Capital, LLC | 578 | $234.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 578 | $234.0K | 0.03% | +9+1.6% | Added |
| AdvisorNet Financial, Inc | 580 | $235.0K | 0.02% | −8,881−93.9% | Reduced |
| Allred Capital Management, LLC | 585 | $237.0K | 0.12% | +585 | New |
| Glenview Trust Co | 595 | $241.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 598 | $242.0K | 0.06% | −280−31.9% | Reduced |
| Secure Asset Management, LLC | 597 | $242.0K | 0.12% | −33−5.2% | Reduced |
| River Wealth Advisors LLC | 601 | $243.0K | 0.04% | −4−0.7% | Reduced |
| Greenhouse Wealth Management, LLC | 600 | $243.0K | 0.23% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 608 | $246.0K | 0.01% | −30−4.7% | Reduced |
| Opal Wealth Advisors, LLC | 607 | $246.0K | 0.24% | −10−1.6% | Reduced |
| Trinity Legacy Partners, LLC | 613 | $248.0K | 0.09% | +41+7.2% | Added |
| Wealth Alliance Advisory Group, LLC | 620 | $251.0K | 0.12% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 622 | $251.0K | 0.11% | +4+0.6% | Added |
| Sage Mountain Advisors LLC | 622 | $252.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 626 | $253.0K | 0.01% | −5,257−89.4% | Reduced |
| Delta Financial Advisors LLC | 630 | $255.0K | 0.11% | 00.0% | Unchanged |
| First National Bank of Omaha | 631 | $255.0K | 0.01% | +631 | New |
| Tuttle Tactical Management | 632 | $256.0K | 0.30% | +632 | New |
| Engine No. 1 LLC | 634 | $257.0K | 0.07% | +634 | New |
| Jackson Square Partners, LLC | 642 | $259.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 641 | $259.0K | 0.01% | +641 | New |
| ACG Wealth | 643 | $260.0K | 0.03% | −8−1.2% | Reduced |
| Harbor Financial Services, LLC | 642 | $260.0K | 0.11% | −7−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 642 | $260.0K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 645 | $261.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 646 | $261.0K | 0.02% | +5+0.8% | Added |
| Golden Green, Inc. | 649 | $263.0K | 0.21% | −272−29.5% | Reduced |
| Montag A & Associates Inc | 650 | $263.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 649 | $263.0K | 0.07% | +42+6.9% | Added |
| First Horizon Advisors, Inc. | 660 | $266.0K | 0.01% | +100+17.9% | Added |
| HBK Investments L P | 661 | $268.0K | 0.00% | +661 | New |
| One Capital Management, LLC | 665 | $269.0K | 0.02% | 00.0% | Unchanged |
| Main Street Research LLC | 666 | $270.0K | 0.02% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 670 | $271.0K | 0.12% | 00.0% | Unchanged |
| Clare Market Investments LLC | 670 | $271.1K | 0.08% | +670 | New |
| Waldron Private Wealth LLC | 695 | $281.0K | 0.02% | +5+0.7% | Added |
| Sawtooth Solutions, LLC | 697 | $282.0K | 0.04% | +96+16.0% | Added |
| Avalon Investment & Advisory | 703 | $285.0K | 0.01% | −183−20.7% | Reduced |
| Northeast Investment Management | 703 | $285.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 709 | $287.0K | 0.08% | +66+10.3% | Added |
| Engineers Gate Manager LP | 712 | $288.0K | 0.02% | −2,183−75.4% | Reduced |
| Great Diamond Partners, LLC | 713 | $288.0K | 0.08% | −10−1.4% | Reduced |
| Biltmore Capital Advisors LLC | 715 | $289.0K | 0.05% | +40+5.9% | Added |
| Yorktown Management & Research Co Inc | 720 | $291.0K | 0.22% | 00.0% | Unchanged |
| Corbenic Partners LLC | 720 | $291.0K | 0.07% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 722 | $292.0K | 0.10% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 735 | $296.0K | 0.01% | −72−8.9% | Reduced |
| Kore Private Wealth LLC | 735 | $297.0K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 734 | $297.0K | 0.01% | +144+24.4% | Added |
| Hayden Royal, LLC | 741 | $300.0K | 0.49% | −199−21.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 743 | $300.0K | 0.04% | +10+1.4% | Added |
| Connecticut Wealth Management, LLC | 741 | $300.0K | 0.03% | +25+3.5% | Added |
| Clear Perspective Advisors, LLC | 743 | $301.0K | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 748 | $303.0K | 0.04% | −31−4.0% | Reduced |
| Argent Trust Co | 750 | $303.0K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 754 | $305.0K | 0.05% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 757 | $306.0K | 0.09% | +751+12,516.7% | Added |
| Corbett Road Capital Management, LLC | 756 | $306.0K | 0.53% | +756 | New |
| EPG Wealth Management LLC | 777 | $314.0K | 0.13% | +17+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 779 | $316.0K | 0.03% | +28+3.7% | Added |
| UMA Financial Services, Inc. | 786 | $317.0K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 785 | $318.0K | 0.01% | −5−0.6% | Reduced |
| Ancora Advisors, LLC | 787 | $319.0K | 0.01% | −5−0.6% | Reduced |
| Clearstead Advisors, LLC | 788 | $319.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 793 | $321.0K | 0.03% | −35−4.2% | Reduced |
| Pinnacle Associates Ltd | 823 | $333.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 825 | $334.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 830 | $336.0K | 0.09% | +30+3.8% | Added |
| Edmond de Rothschild Holding S.A. | 840 | $340.0K | 0.01% | −2,190−72.3% | Reduced |
| Independent Advisor Alliance | 842 | $341.0K | 0.02% | −137−14.0% | Reduced |
| Menard Financial Group LLC | 842 | $341.0K | 0.30% | +842 | New |
| Coastal Investment Advisors, Inc. | 847 | $343.0K | 0.08% | +27+3.3% | Added |
| Koshinski Asset Management, Inc. | 849 | $343.6K | 0.03% | +60+7.6% | Added |
| Resources Investment Advisors, LLC. | 850 | $344.0K | 0.01% | −36−4.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 850 | $344.0K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 858 | $347.0K | 0.14% | −6−0.7% | Reduced |
| Greytown Advisors Inc. | 866 | $350.0K | 0.16% | +2+0.2% | Added |
| Cigna Investments Inc | 868 | $351.0K | 0.03% | −21−2.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 874 | $353.0K | 0.04% | +89+11.3% | Added |
| Cerity Partners LLC | 876 | $355.0K | 0.01% | +37+4.4% | Added |
| Henshaw Capital LLC | 881 | $356.5K | 0.02% | +218+32.9% | Added |
| Avantax Advisory Services, Inc. | 894 | $361.0K | 0.01% | −102−10.2% | Reduced |
| Diversified Trust Co | 895 | $362.0K | 0.01% | +176+24.5% | Added |