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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 618 | $242.0K | 0.01% | +47+8.2% | Added |
| 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 |
| 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 |
| CAPROCK Group, Inc. | 604 | $236.0K | 0.02% | +32+5.6% | Added |
| River Wealth Advisors LLC | 601 | $235.0K | 0.04% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 600 | $235.0K | 0.21% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 598 | $234.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| West Family Investments, Inc. | 593 | $232.0K | 0.07% | −56−8.6% | Reduced |
| Jmac Enterprises LLC | 695 | $232.0K | 0.05% | +695 | New |
| First Horizon Advisors, Inc. | 593 | $231.0K | 0.01% | −67−10.2% | Reduced |
| Silverlake Wealth Management LLC | 590 | $231.0K | 0.12% | +590 | New |
| Bank Hapoalim BM | 585 | $229.0K | 0.02% | +585 | New |
| CWM, LLC | 586 | $229.0K | 0.00% | +586 | New |
| Hamilton Capital, LLC | 578 | $226.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Jackson Square Partners, LLC | 574 | $224.0K | 0.00% | −68−10.6% | Reduced |
| Forum Financial Management, LP | 572 | $224.0K | 0.01% | +572 | New |
| SFMG, LLC | 569 | $223.0K | 0.02% | −2−0.4% | Reduced |
| Phoenix Holdings Ltd. | 564 | $221.0K | 0.00% | +564 | New |
| Regatta Capital Group, LLC | 565 | $221.0K | 0.08% | +565 | New |
| NorthRock Partners, LLC | 561 | $220.0K | 0.02% | +561 | New |
| Advisory Resource Group | 655 | $219.0K | 0.07% | +655 | New |
| Johnson Investment Counsel Inc | 558 | $218.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 551 | $216.0K | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 552 | $216.0K | 0.01% | +552 | New |
| Henshaw Capital LLC | 551 | $215.7K | 0.01% | −330−37.5% | Reduced |
| 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 |
| TriaGen Wealth Management LLC | 542 | $212.0K | 0.10% | 00.0% | Unchanged |
| Advisor Resource Council | 540 | $211.0K | 0.02% | +540 | New |
| Galvin, Gaustad & Stein, LLC | 536 | $210.0K | 0.02% | +536 | New |
| 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 |
| Ambassador Advisors, LLC | 524 | $206.0K | 0.04% | −645−55.2% | Reduced |
| TRUE Private Wealth Advisors | 525 | $205.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Family Management Corp | 510 | $200.0K | 0.05% | +510 | 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 |
| Washington Trust Advisors, Inc. | 496 | $194.0K | 0.01% | +496 | New |
| 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 |
| Natixis Investment Managers International | 478 | $187.0K | 0.01% | +478 | New |
| Plante Moran Financial Advisors, LLC | 450 | $176.0K | 0.03% | +15+3.4% | Added |
| Kistler-Tiffany Companies, LLC | 436 | $171.0K | 0.03% | +63+16.9% | Added |
| Centaurus Financial, Inc. | 434 | $170.0K | 0.01% | +434 | New |
| Quadrant Capital Group LLC | 429 | $168.0K | 0.02% | −81−15.9% | Reduced |
| Roble, Belko & Company, Inc | 410 | $160.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 398 | $156.0K | 0.08% | +39+10.9% | Added |
| Kozak & Associates, Inc. | 513 | $155.0K | 0.10% | +397+342.2% | Added |
| Wolff Wiese Magana LLC | 393 | $154.0K | 0.10% | −5−1.3% | Reduced |
| Trustcore Financial Services, LLC | 374 | $146.0K | 0.02% | −148−28.4% | Reduced |
| Rosenberg Matthew Hamilton | 355 | $139.0K | 0.05% | 00.0% | Unchanged |
| Caas Capital Management LP | 350 | $137.0K | 0.01% | −2,200−86.3% | Reduced |
| Loomis Sayles & Co L P | 349 | $137.0K | 0.00% | −6−1.7% | Reduced |
| Exane Derivatives | 329 | $128.8K | 0.03% | −115−25.9% | Reduced |
| Confluence Wealth Services, Inc. | 323 | $126.0K | 0.04% | +323 | New |
| Allworth Financial LP | 320 | $125.0K | 0.00% | +40+14.3% | Added |
| Desjardins Global Asset Management Inc. | 316 | $123.0K | 0.01% | +316 | New |
| SRS Capital Advisors, Inc. | 307 | $120.0K | 0.02% | −6−1.9% | Reduced |
| Carolinas Wealth Consulting LLC | 306 | $120.0K | 0.03% | +7+2.3% | Added |
| Arlington Partners LLC | 307 | $120.0K | 0.03% | +307 | New |
| EverSource Wealth Advisors, LLC | 304 | $119.0K | 0.03% | +304 | New |
| Aquatic Capital Management LLC | 300 | $117.0K | 0.23% | +300 | New |
| Vienna Asset Management LLC | 300 | $117.0K | 0.11% | +300 | New |
| Smithfield Trust Co | 300 | $116.0K | 0.01% | +14+4.9% | Added |
| CoreCap Advisors, LLC | 297 | $116.0K | 0.01% | +297 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 289 | $115.2K | 0.00% | +289 | New |
| Spectrum Management Group, LLC | 295 | $115.0K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 281 | $110.0K | 0.06% | +281 | New |
| Assetmark, Inc | 268 | $105.0K | 0.00% | +255+1,961.5% | Added |
| Pinnacle Holdings, LLC | 262 | $102.6K | 0.04% | +262 | New |
| State of Wyoming | 256 | $100.0K | 0.05% | +195+319.7% | Added |
| Cordasco Financial Network | 250 | $98.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 242 | $95.0K | 0.01% | −35−12.6% | Reduced |
| Baldwin Brothers Inc | 234 | $92.0K | 0.01% | +6+2.6% | Added |
| TAP Consulting, LLC | 235 | $92.0K | 0.02% | +235 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 220 | $86.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 217 | $85.0K | 0.02% | +217 | New |
| Carroll Financial Associates, Inc. | 208 | $83.0K | 0.00% | +15+7.8% | Added |
| Geneos Wealth Management Inc. | 210 | $82.0K | 0.00% | +61+40.9% | Added |
| Orion Capital Management LLC | 210 | $82.0K | 0.05% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 200 | $80.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 202 | $79.1K | 0.00% | +38+23.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 200 | $78.0K | 0.01% | −25,287−99.2% | Reduced |