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, Q1 2022
Institutional positions in lululemon athletica inc. as of Mar 31, 2022. 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
- 977
- −64 vs. Q4 2021
- Shares held
- 104.1M
- −1.58M (−1.5%) vs. Q4 2021
- Total value
- $37.9B
- −$3.41B (−8.3%) vs. Q4 2021
- New holders
- 108
- 345 more added
- Sold out
- 172
- 364 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 808 | $295.0K | 0.02% | +808 | New |
| Manhattan West Asset Management, LLC | 800 | $292.0K | 0.16% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 794 | $290.0K | 0.04% | −942−54.3% | Reduced |
| DRW Securities, LLC | 794 | $290.0K | 0.07% | +794 | New |
| Kore Private Wealth LLC | 791 | $289.0K | 0.04% | +7+0.9% | Added |
| CWM, LLC | 788 | $288.0K | 0.00% | +202+34.5% | Added |
| Bollard Group LLC | 778 | $284.0K | 0.01% | −312−28.6% | Reduced |
| Gladstone Institutional Advisory LLC | 778 | $284.0K | 0.02% | +147+23.3% | Added |
| Forum Financial Management, LP | 765 | $279.0K | 0.01% | +193+33.7% | Added |
| China Universal Asset Management Co., Ltd. | 762 | $278.0K | 0.10% | −5,309−87.4% | Reduced |
| Alpha Paradigm Partners, LLC | 757 | $276.0K | 0.11% | −4,948−86.7% | Reduced |
| Global Retirement Partners, LLC | 1,068 | $275.0K | 0.02% | +1,068 | New |
| Quantinno Capital Management LP | 754 | $275.0K | 0.04% | +754 | New |
| Arkadios Wealth Advisors | 752 | $275.0K | 0.04% | +752 | New |
| BDO Wealth Advisors, LLC | 747 | $273.0K | 0.03% | +105+16.4% | Added |
| Connecticut Wealth Management, LLC | 746 | $272.0K | 0.02% | −1−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 743 | $271.4K | 0.02% | −101−12.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 743 | $271.0K | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 738 | $270.0K | 0.00% | −228−23.6% | Reduced |
| Park National Corp | 739 | $270.0K | 0.01% | −21−2.8% | Reduced |
| Great Diamond Partners, LLC | 735 | $268.0K | 0.07% | +10+1.4% | Added |
| Greytown Advisors Inc. | 730 | $267.0K | 0.13% | −130−15.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 731 | $267.0K | 0.02% | −80−9.9% | Reduced |
| Miracle Mile Advisors, LLC | 732 | $267.0K | 0.01% | +732 | New |
| ETF Managers Group, LLC | 709 | $267.0K | 0.01% | +709 | New |
| Compass Ion Advisors, LLC | 722 | $264.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 722 | $264.0K | 0.07% | +14+2.0% | Added |
| Cooper/Haims Advisors, LLC | 710 | $259.0K | 0.17% | 00.0% | Unchanged |
| Northeast Investment Management | 703 | $257.0K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 697 | $255.0K | 0.08% | −1,726−71.2% | Reduced |
| Metis Global Partners, LLC | 699 | $255.0K | 0.03% | +699 | New |
| Jmac Enterprises LLC | 695 | $254.0K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 686 | $251.0K | 0.07% | +91+15.3% | Added |
| Sage Capital Advisors,llc | 680 | $251.0K | 0.10% | 00.0% | Unchanged |
| Inverness Counsel LLC | 674 | $246.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 672 | $245.0K | 0.01% | −2,222−76.8% | Reduced |
| Wills Financial Group, Inc. | 672 | $245.0K | 0.10% | +50+8.0% | Added |
| Regentatlantic Capital LLC | 657 | $240.0K | 0.01% | +21+3.3% | Added |
| Future Fund LLC | 654 | $239.0K | 0.29% | −63−8.8% | Reduced |
| Montag A & Associates Inc | 650 | $237.0K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 646 | $236.0K | 0.05% | −334−34.1% | Reduced |
| Weatherly Asset Management L. P. | 645 | $236.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 643 | $235.0K | 0.01% | +2+0.3% | Added |
| Aptus Capital Advisors, LLC | 640 | $234.0K | 0.01% | +640 | New |
| Jackson Square Partners, LLC | 638 | $233.0K | 0.00% | +64+11.1% | Added |
| Opal Wealth Advisors, LLC | 634 | $232.0K | 0.20% | −10−1.6% | Reduced |
| Icapital Wealth LLC | 611 | $231.7K | 0.10% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 630 | $230.0K | 0.10% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 622 | $227.0K | 0.01% | +14+2.3% | Added |
| Wealth Alliance Advisory Group, LLC | 620 | $226.0K | 0.10% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 620 | $226.0K | 0.01% | +2+0.3% | Added |
| Change Path, LLC | 607 | $222.0K | 0.01% | −3,268−84.3% | Reduced |
| Level Four Advisory Services, LLC | 603 | $220.0K | 0.02% | −265−30.5% | Reduced |
| River Wealth Advisors LLC | 601 | $219.0K | 0.03% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 600 | $219.0K | 0.20% | 00.0% | Unchanged |
| Csenge Advisory Group | 599 | $219.0K | 0.02% | +599 | New |
| Lauterbach Financial Advisors, LLC | 600 | $219.0K | 0.20% | +600 | New |
| Silverlake Wealth Management LLC | 595 | $217.3K | 0.12% | +5+0.8% | Added |
| Glenview Trust Co | 595 | $217.0K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 595 | $217.0K | 0.02% | +595 | New |
| GraniteShares Advisors LLC | 589 | $215.0K | 0.12% | −22−3.6% | Reduced |
| Roman Butler Fullerton & Co | 588 | $215.0K | 0.10% | +588 | New |
| Allworth Financial LP | 586 | $214.0K | 0.00% | +266+83.1% | Added |
| Rise Advisors, LLC | 578 | $211.0K | 0.19% | −88−13.2% | Reduced |
| Great Lakes Advisors, LLC | 576 | $210.0K | 0.00% | −541−48.4% | Reduced |
| Laidlaw Wealth Management LLC | 575 | $210.0K | 0.04% | −35−5.7% | Reduced |
| First Business Financial Services, Inc. | 575 | $210.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 591 | $210.0K | 0.01% | +73+14.1% | Added |
| Meristem Family Wealth, LLC | 567 | $207.0K | 0.02% | +567 | New |
| Bank Hapoalim BM | 565 | $206.0K | 0.02% | −20−3.4% | Reduced |
| SFMG, LLC | 560 | $205.0K | 0.02% | −9−1.6% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $201.0K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 550 | $201.0K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 73,046 | $200.0K | 0.00% | +73,046 | New |
| AdvisorNet Financial, Inc | 535 | $195.0K | 0.01% | −75−12.3% | Reduced |
| Harbor Capital Advisors, Inc. | 534 | $195.0K | 0.09% | +534 | New |
| Laurel Wealth Advisors LLC | 528 | $193.0K | 0.04% | −70−11.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 528 | $193.0K | 0.04% | +92+21.1% | Added |
| Clear Street Markets LLC | 506 | $185.0K | 0.06% | +506 | New |
| Trustcore Financial Services, LLC | 503 | $184.0K | 0.02% | +129+34.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 491 | $179.0K | 0.00% | −8−1.6% | Reduced |
| North Star Investment Management Corp. | 490 | $179.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 490 | $179.0K | 0.12% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 487 | $177.9K | 0.02% | −170−25.9% | Reduced |
| Quadrant Capital Group LLC | 473 | $173.0K | 0.02% | +44+10.3% | Added |
| Roble, Belko & Company, Inc | 474 | $173.0K | 0.03% | +64+15.6% | Added |
| Group One Trading, L.P. | 459 | $168.0K | 0.00% | −4,301−90.4% | Reduced |
| Ahrens Investment Partners LLC | 460 | $168.0K | 0.05% | −740−61.7% | Reduced |
| Simon Quick Advisors, LLC | 451 | $165.0K | 0.05% | −194−30.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 450 | $164.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 442 | $161.0K | 0.00% | +273+161.5% | Added |
| Washington Trust Advisors, Inc. | 434 | $158.0K | 0.01% | −62−12.5% | Reduced |
| Kozak & Associates, Inc. | 513 | $155.0K | 0.10% | 00.0% | Unchanged |
| Exane Derivatives | 384 | $140.2K | 0.04% | +55+16.7% | Added |
| Assetmark, Inc | 366 | $134.0K | 0.00% | +98+36.6% | Added |
| Rosenberg Matthew Hamilton | 355 | $130.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 327 | $120.0K | 0.01% | +240+275.9% | Added |
| O'Dell Group, LLC | 323 | $118.0K | 0.03% | +321+16,050.0% | Added |
| PFG Private Wealth Management, LLC | 319 | $117.0K | 0.06% | +319 | New |
| Acadian Asset Management LLC | 319 | $115.0K | 0.00% | −3,848−92.3% | Reduced |