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, Q4 2021
Institutional positions in lululemon athletica inc. as of Dec 31, 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
- 1,057
- +121 vs. Q3 2021
- Shares held
- 105.7M
- −694.6K (−0.7%) vs. Q3 2021
- Total value
- $41.4B
- −$1.71B (−4.0%) vs. Q3 2021
- New holders
- 204
- 415 more added
- Sold out
- 83
- 276 more reduced
19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 490 | $192.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 490 | $192.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 496 | $194.0K | 0.01% | +496 | New |
| Old North State Trust, LLC | 499 | $195.0K | 0.14% | +21+4.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 499 | $195.0K | 0.00% | +499 | New |
| Family Management Corp | 510 | $200.0K | 0.05% | +510 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 518 | $203.0K | 0.01% | −4−0.8% | Reduced |
| Krilogy Financial LLC | 518 | $203.0K | 0.02% | +518 | New |
| Trinity Legacy Partners, LLC | 522 | $204.0K | 0.07% | −91−14.8% | Reduced |
| Financial Advocates Investment Management | 522 | $204.0K | 0.01% | −10−1.9% | Reduced |
| McRae Capital Management Inc | 520 | $204.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 520 | $204.0K | 0.01% | +520 | New |
| TRUE Private Wealth Advisors | 525 | $205.0K | 0.03% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 524 | $206.0K | 0.04% | −645−55.2% | Reduced |
| Wealth Management Partners, LLC | 1,000 | $207.0K | 0.14% | +466+87.3% | Added |
| Guyasuta Investment Advisors Inc | 530 | $207.0K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 536 | $210.0K | 0.02% | +536 | New |
| Advisor Resource Council | 540 | $211.0K | 0.02% | +540 | New |
| TriaGen Wealth Management LLC | 542 | $212.0K | 0.10% | 00.0% | Unchanged |
| Nkcfo LLC | 550 | $215.0K | 0.07% | +250+83.3% | Added |
| Thompson Davis & Co., Inc. | 550 | $215.0K | 0.18% | +550 | New |
| First National Trust Co | 550 | $215.0K | 0.01% | +550 | New |
| New Millennium Group LLC | 550 | $215.0K | 0.16% | +550 | New |
| Henshaw Capital LLC | 551 | $215.7K | 0.01% | −330−37.5% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $216.0K | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 552 | $216.0K | 0.01% | +552 | New |
| Johnson Investment Counsel Inc | 558 | $218.0K | 0.00% | 00.0% | Unchanged |
| Advisory Resource Group | 655 | $219.0K | 0.07% | +655 | New |
| NorthRock Partners, LLC | 561 | $220.0K | 0.02% | +561 | New |
| Phoenix Holdings Ltd. | 564 | $221.0K | 0.00% | +564 | New |
| Regatta Capital Group, LLC | 565 | $221.0K | 0.08% | +565 | New |
| SFMG, LLC | 569 | $223.0K | 0.02% | −2−0.4% | Reduced |
| Jackson Square Partners, LLC | 574 | $224.0K | 0.00% | −68−10.6% | Reduced |
| Forum Financial Management, LP | 572 | $224.0K | 0.01% | +572 | New |
| Sage Capital Advisors,llc | 680 | $225.0K | 0.09% | +10+1.5% | Added |
| First Business Financial Services, Inc. | 575 | $225.0K | 0.02% | +25+4.5% | Added |
| Hamilton Capital, LLC | 578 | $226.0K | 0.02% | 00.0% | Unchanged |
| Bank Hapoalim BM | 585 | $229.0K | 0.02% | +585 | New |
| CWM, LLC | 586 | $229.0K | 0.00% | +586 | New |
| Silverlake Wealth Management LLC | 590 | $231.0K | 0.12% | +590 | New |
| First Horizon Advisors, Inc. | 593 | $231.0K | 0.01% | −67−10.2% | Reduced |
| West Family Investments, Inc. | 593 | $232.0K | 0.07% | −56−8.6% | Reduced |
| Jmac Enterprises LLC | 695 | $232.0K | 0.05% | +695 | New |
| Glenview Trust Co | 595 | $233.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 595 | $233.0K | 0.06% | +84+16.4% | Added |
| Laurel Wealth Advisors LLC | 598 | $234.0K | 0.05% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 601 | $235.0K | 0.04% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 600 | $235.0K | 0.21% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 604 | $236.0K | 0.02% | +32+5.6% | Added |
| Avalon Investment & Advisory | 608 | $238.0K | 0.01% | −95−13.5% | Reduced |
| Allred Capital Management, LLC | 609 | $238.0K | 0.12% | +24+4.1% | Added |
| XR Securities LLC | 608 | $238.0K | 0.03% | +608 | New |
| AdvisorNet Financial, Inc | 610 | $239.0K | 0.01% | +30+5.2% | Added |
| Laidlaw Wealth Management LLC | 610 | $239.0K | 0.04% | +610 | New |
| GraniteShares Advisors LLC | 611 | $239.0K | 0.11% | +611 | New |
| Icapital Wealth LLC | 611 | $239.0K | 0.09% | +611 | New |
| RKL Wealth Management LLC | 617 | $242.0K | 0.03% | +42+7.3% | Added |
| Orion Portfolio Solutions, LLC | 618 | $242.0K | 0.01% | +47+8.2% | Added |
| Wills Financial Group, Inc. | 622 | $243.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 620 | $243.0K | 0.11% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 621 | $243.0K | 0.20% | +621 | New |
| Sage Mountain Advisors LLC | 623 | $244.0K | 0.03% | +1+0.2% | Added |
| BlueCrest Capital Management Ltd | 628 | $246.0K | 0.01% | +628 | New |
| Gladstone Institutional Advisory LLC | 631 | $247.0K | 0.02% | −2,404−79.2% | Reduced |
| Delta Financial Advisors LLC | 630 | $247.0K | 0.10% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 636 | $249.0K | 0.01% | +636 | New |
| Wealthcare Advisory Partners LLC | 641 | $251.0K | 0.02% | −5−0.8% | Reduced |
| BDO Wealth Advisors, LLC | 642 | $251.0K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 645 | $252.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 644 | $252.0K | 0.16% | +37+6.1% | Added |
| Simon Quick Advisors, LLC | 645 | $252.0K | 0.07% | +623+2,831.8% | Added |
| CenterStar Asset Management, LLC | – | $253.0K | 0.19% | – | – |
| Savant Capital, LLC | 646 | $253.0K | 0.01% | +5+0.8% | Added |
| Biltmore Capital Advisors LLC | 650 | $254.0K | 0.04% | −65−9.1% | Reduced |
| Montag A & Associates Inc | 650 | $254.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 650 | $254.0K | 0.02% | +650 | New |
| Petrus Trust Company, LTA | 654 | $256.0K | 0.03% | +654 | New |
| Anchor Investment Management, LLC | 657 | $257.2K | 0.03% | +163+33.0% | Added |
| Rise Advisors, LLC | 666 | $260.7K | 0.25% | +666 | New |
| Main Street Research LLC | 666 | $261.0K | 0.02% | 00.0% | Unchanged |
| Golden Green, Inc. | 669 | $262.0K | 0.21% | +20+3.1% | Added |
| Inverness Counsel LLC | 674 | $264.0K | 0.01% | +674 | New |
| Bradley Foster & Sargent Inc | 675 | $264.0K | 0.01% | +675 | New |
| Altshuler Shaham Ltd | 684 | $268.0K | 0.01% | +500+271.7% | Added |
| Dorchester Wealth Management Co | 700 | $271.0K | 0.05% | +700 | New |
| UMA Financial Services, Inc. | 771 | $274.0K | 0.07% | −15−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 699 | $274.0K | 0.02% | +699 | New |
| Northeast Investment Management | 703 | $275.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 705 | $276.0K | 0.02% | −45−6.0% | Reduced |
| Prelude Capital Management, LLC | 705 | $276.0K | 0.01% | +166+30.8% | Added |
| Parkside Financial Bank & Trust | 708 | $277.0K | 0.07% | −1−0.1% | Reduced |
| Cooper/Haims Advisors, LLC | 710 | $278.0K | 0.17% | −977−57.9% | Reduced |
| Axxcess Wealth Management, LLC | 710 | $278.0K | 0.02% | +710 | New |
| SkyView Investment Advisors, LLC | 21,530 | $280.0K | 0.06% | +20,773+2,744.1% | Added |
| Future Fund LLC | 717 | $281.0K | 0.28% | +717 | New |
| Yorktown Management & Research Co Inc | 720 | $282.0K | 0.19% | 00.0% | Unchanged |
| Corbenic Partners LLC | 720 | $282.0K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 722 | $283.0K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 725 | $283.0K | 0.07% | +12+1.7% | Added |
| Mosaic Advisors LLC | 725 | $284.0K | 0.21% | +725 | New |