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; 851 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 | 851 | $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 |
|---|---|---|---|---|---|
| Professional Planning | 1,221 | $494.0K | 0.24% | −22−1.8% | Reduced |
| Insight Advisors, LLC | 1,026 | $486.0K | 0.15% | −950−48.1% | Reduced |
| Bourgeon Capital Management LLC | 1,200 | $486.0K | 0.10% | 00.0% | Unchanged |
| Alley Co LLC | 1,200 | $486.0K | 0.09% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,197 | $484.0K | 0.71% | −240−16.7% | Reduced |
| Fieldpoint Private Securities, LLC | 1,197 | $484.0K | 0.11% | −25−2.0% | Reduced |
| First Midwest Bank Trust Division | 1,171 | $474.0K | 0.07% | −15−1.3% | Reduced |
| Ambassador Advisors, LLC | 1,169 | $473.0K | 0.09% | −125−9.7% | Reduced |
| Raymond James Trust N.A. | 1,169 | $473.0K | 0.02% | +55+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,167 | $472.0K | 0.10% | −10−0.8% | Reduced |
| Hollencrest Capital Management | 1,167 | $472.0K | 0.04% | +269+30.0% | Added |
| Teamwork Financial Advisors, LLC | 1,158 | $469.0K | 0.09% | +220+23.5% | Added |
| Lineweaver Wealth Advisors, LLC | 1,161 | $469.0K | 0.14% | +310+36.4% | Added |
| Cresset Asset Management, LLC | 1,148 | $465.0K | 0.01% | +178+18.4% | Added |
| Teza Capital Management LLC | 1,135 | $459.0K | 0.22% | −7,068−86.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,133 | $458.0K | 0.00% | +855+307.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,120 | $453.0K | 0.10% | −85−7.1% | Reduced |
| Buckhead Capital Management LLC | 1,115 | $451.0K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,108 | $448.0K | 0.01% | +13+1.2% | Added |
| Silverleafe Capital Partners, LLC | 1,100 | $445.0K | 0.18% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,097 | $444.0K | 0.00% | +34+3.2% | Added |
| Boenning & Scattergood, Inc. | 1,094 | $442.0K | 0.08% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,092 | $442.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,090 | $441.0K | 0.03% | +190+21.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,088 | $440.0K | 0.01% | −288−20.9% | Reduced |
| Vigilare Wealth Management | 1,087 | $440.0K | 0.27% | −50−4.4% | Reduced |
| Stelac Advisory Services LLC | 1,078 | $436.0K | 0.12% | −116−9.7% | Reduced |
| Wealthspire Advisors, LLC | 1,075 | $435.0K | 0.01% | +1,075 | New |
| Bramshill Investments, LLC | 1,063 | $430.0K | 0.04% | −270−20.3% | Reduced |
| Apriem Advisors | 1,060 | $429.0K | 0.06% | −100−8.6% | Reduced |
| Bollard Group LLC | 1,053 | $426.0K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,052 | $425.7K | 0.16% | +1,052 | New |
| Marco Investment Management LLC | 1,050 | $425.0K | 0.05% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,050 | $425.0K | 0.03% | +50+5.0% | Added |
| AIA Group Ltd | 1,034 | $418.0K | 0.02% | +218+26.7% | Added |
| Navellier & Associates Inc | 1,029 | $416.0K | 0.06% | 00.0% | Unchanged |
| Homrich & Berg | 1,020 | $413.0K | 0.01% | −21−2.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $411.0K | 0.11% | −49−4.6% | Reduced |
| Great Valley Advisor Group, Inc. | 1,008 | $408.0K | 0.03% | −88−8.0% | Reduced |
| Veritable, L.P. | 1,006 | $407.0K | 0.01% | +20+2.0% | Added |
| Snowden Capital Advisors LLC | 1,005 | $406.7K | 0.02% | +51+5.3% | Added |
| Sofos Investments, Inc. | 0 | $405.0K | 0.29% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $405.0K | 0.13% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 998 | $404.0K | 0.05% | +998 | New |
| Berman Capital Advisors, LLC | 970 | $391.0K | 0.06% | +444+84.4% | Added |
| PAX Financial Group, LLC | 962 | $389.0K | 0.10% | −24−2.4% | Reduced |
| Bulltick Wealth Management, LLC | 961 | $388.9K | 0.09% | −403−29.5% | Reduced |
| Checchi Capital Advisers, LLC | 959 | $388.0K | 0.05% | +27+2.9% | Added |
| Ellevest, Inc. | 953 | $386.0K | 0.04% | +97+11.3% | Added |
| Zions Bancorporation, N.A. | 951 | $385.0K | 0.04% | −1−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 934 | $378.0K | 0.10% | −5−0.5% | Reduced |
| Meridian Wealth Management, LLC | 933 | $378.0K | 0.05% | +73+8.5% | Added |
| Landscape Capital Management, L.L.C. | 927 | $375.0K | 0.05% | −9,514−91.1% | Reduced |
| Miracle Mile Advisors, LLC | 921 | $373.0K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 918 | $372.0K | 0.01% | +20+2.2% | Added |
| Diversified Trust Co | 895 | $362.0K | 0.01% | +176+24.5% | Added |
| Avantax Advisory Services, Inc. | 894 | $361.0K | 0.01% | −102−10.2% | Reduced |
| Henshaw Capital LLC | 881 | $356.5K | 0.02% | +218+32.9% | Added |
| Cerity Partners LLC | 876 | $355.0K | 0.01% | +37+4.4% | Added |
| Robertson Stephens Wealth Management, LLC | 874 | $353.0K | 0.04% | +89+11.3% | Added |
| Cigna Investments Inc | 868 | $351.0K | 0.03% | −21−2.4% | Reduced |
| Greytown Advisors Inc. | 866 | $350.0K | 0.16% | +2+0.2% | Added |
| Golden State Equity Partners | 858 | $347.0K | 0.14% | −6−0.7% | Reduced |
| 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 |
| Koshinski Asset Management, Inc. | 849 | $343.6K | 0.03% | +60+7.6% | Added |
| Coastal Investment Advisors, Inc. | 847 | $343.0K | 0.08% | +27+3.3% | Added |
| Independent Advisor Alliance | 842 | $341.0K | 0.02% | −137−14.0% | Reduced |
| Menard Financial Group LLC | 842 | $341.0K | 0.30% | +842 | New |
| Edmond de Rothschild Holding S.A. | 840 | $340.0K | 0.01% | −2,190−72.3% | Reduced |
| Northstar Asset Management LLC | 830 | $336.0K | 0.09% | +30+3.8% | Added |
| Hancock Whitney Corp | 825 | $334.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 823 | $333.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 793 | $321.0K | 0.03% | −35−4.2% | Reduced |
| Ancora Advisors, LLC | 787 | $319.0K | 0.01% | −5−0.6% | Reduced |
| Clearstead Advisors, LLC | 788 | $319.0K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 785 | $318.0K | 0.01% | −5−0.6% | Reduced |
| UMA Financial Services, Inc. | 786 | $317.0K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 779 | $316.0K | 0.03% | +28+3.7% | Added |
| EPG Wealth Management LLC | 777 | $314.0K | 0.13% | +17+2.2% | Added |
| 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 |
| Davy Global Fund Management Ltd | 754 | $305.0K | 0.05% | 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 |
| Clear Perspective Advisors, LLC | 743 | $301.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| 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 |
| Vident Investment Advisory, LLC | 735 | $296.0K | 0.01% | −72−8.9% | Reduced |
| Compass Ion Advisors, LLC | 722 | $292.0K | 0.10% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 720 | $291.0K | 0.22% | 00.0% | Unchanged |
| Corbenic Partners LLC | 720 | $291.0K | 0.07% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 715 | $289.0K | 0.05% | +40+5.9% | 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 |
| Parkside Financial Bank & Trust | 709 | $287.0K | 0.08% | +66+10.3% | Added |
| Avalon Investment & Advisory | 703 | $285.0K | 0.01% | −183−20.7% | Reduced |