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 2022
Institutional positions in lululemon athletica inc. as of Dec 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
- 1,062
- +102 vs. Q3 2022
- Shares held
- 107.7M
- +2.65M (+2.5%) vs. Q3 2022
- Total value
- $34.5B
- +$4.98B (+16.9%) vs. Q3 2022
- New holders
- 176
- 341 more added
- Sold out
- 74
- 386 more reduced
18 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 870 | $278.7K | 0.02% | +1+0.1% | Added |
| Personal Capital Advisors Corp | 872 | $279.4K | 0.00% | +89+11.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 879 | $281.6K | 0.05% | −297−25.3% | Reduced |
| First Citizens Bank & Trust Co | 881 | $283.0K | 0.01% | −329−27.2% | Reduced |
| Hohimer Wealth Management, LLC | 888 | $284.5K | 0.09% | +888 | New |
| Western Wealth Management, LLC | 893 | $286.1K | 0.03% | −654−42.3% | Reduced |
| Cresset Asset Management, LLC | 1,709 | $287.3K | 0.00% | −533−23.8% | Reduced |
| North Growth Management Ltd. | 1,000 | $288.0K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 904 | $289.6K | 0.03% | +904 | New |
| Kozak & Associates, Inc. | 905 | $290.0K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 920 | $294.8K | 0.02% | 00.0% | Unchanged |
| Vigilare Wealth Management | 922 | $295.4K | 0.17% | −85−8.4% | Reduced |
| Carmel Capital Partners, LLC | 935 | $299.6K | 0.21% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 937 | $300.0K | 0.05% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 939 | $300.8K | 0.04% | 00.0% | Unchanged |
| Congress Park Capital LLC | 945 | $302.8K | 0.19% | +25+2.7% | Added |
| Merit Financial Group, LLC | 945 | $302.8K | 0.01% | +47+5.2% | Added |
| Valeo Financial Advisors, LLC | 953 | $305.4K | 0.02% | +183+23.8% | Added |
| Prospera Financial Services Inc | 957 | $306.6K | 0.02% | +133+16.1% | Added |
| KMG Fiduciary Partners, LLC | 961 | $307.9K | 0.05% | +2+0.2% | Added |
| Wealthsource Partners, LLC | 966 | $309.5K | 0.02% | −424−30.5% | Reduced |
| Acrisure Capital Management, LLC | 967 | $309.8K | 0.34% | +967 | New |
| Comerica Securities,inc. | 979 | $313.6K | 0.02% | −136−12.2% | Reduced |
| Exos TFP Holdings LLC | 981 | $314.3K | 0.09% | +981 | New |
| Hollencrest Capital Management | 985 | $315.6K | 0.04% | +80+8.8% | Added |
| Navellier & Associates Inc | 998 | $319.7K | 0.07% | −5−0.5% | Reduced |
| GFG Capital, LLC | 999 | $320.1K | 0.07% | −443−30.7% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $320.4K | 0.10% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,000 | $320.4K | 0.00% | +1,000 | New |
| Central Trust Co | 1,001 | $320.7K | 0.01% | −126−11.2% | Reduced |
| CWM, LLC | 1,001 | $321.0K | 0.00% | +112+12.6% | Added |
| SkyView Investment Advisors, LLC | 1,007 | $323.0K | 0.10% | −42−4.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,009 | $323.3K | 0.26% | +295+41.3% | Added |
| Axq Capital, LP | 1,010 | $323.6K | 0.23% | +1,010 | New |
| Harvest Investment Services, LLC | 1,012 | $324.2K | 0.35% | +1,012 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $325.2K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,025 | $328.0K | 0.01% | −69−6.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,037 | $332.2K | 0.03% | −209−16.8% | Reduced |
| Ellevest, Inc. | 1,041 | $333.5K | 0.03% | −124−10.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,050 | $336.0K | 0.02% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,055 | $338.0K | 0.13% | −4−0.4% | Reduced |
| MQS Management LLC | 1,058 | $339.0K | 0.23% | +1,058 | New |
| Marco Investment Management LLC | 1,076 | $344.7K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,086 | $347.9K | 0.03% | −114−9.5% | Reduced |
| Yarbrough Capital, LLC | 1,087 | $348.3K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 1,098 | $351.8K | 0.05% | +1,098 | New |
| Silverleafe Capital Partners, LLC | 1,100 | $352.4K | 0.23% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,100 | $352.4K | 0.12% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,100 | $352.4K | 0.06% | +365+49.7% | Added |
| Schear Investment Advisers, LLC | 1,106 | $354.3K | 0.44% | +1,106 | New |
| Nomura Holdings Inc | 1,116 | $357.0K | 0.00% | −20,091−94.7% | Reduced |
| Kolinsky Wealth Management, LLC | 1,116 | $358.0K | 0.41% | −67−5.7% | Reduced |
| Meridian Wealth Management, LLC | 1,126 | $360.7K | 0.04% | +136+13.7% | Added |
| Private Advisor Group, LLC | 8,766 | $362.2K | 0.02% | +993+12.8% | Added |
| Duality Advisers, LP | 1,131 | $362.4K | 0.04% | −10,418−90.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,133 | $363.0K | 0.04% | +221+24.2% | Added |
| Lineweaver Wealth Advisors, LLC | 1,134 | $363.3K | 0.11% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,143 | $366.2K | 0.07% | −396−25.7% | Reduced |
| Connecticut Wealth Management, LLC | 1,151 | $368.8K | 0.03% | +63+5.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,155 | $370.0K | 0.08% | +560+94.1% | Added |
| Lincoln National Corp | 1,161 | $372.0K | 0.01% | +213+22.5% | Added |
| Quent Capital, LLC | 1,166 | $373.6K | 0.07% | −23−1.9% | Reduced |
| Apriem Advisors | 1,180 | $378.0K | 0.07% | −20−1.7% | Reduced |
| Zions Bancorporation, N.A. | 1,191 | $381.6K | 0.03% | +144+13.8% | Added |
| Legacy Wealth Asset Management, LLC | 1,191 | $381.6K | 0.15% | +188+18.7% | Added |
| Phoenix Wealth Advisors | 1,194 | $382.5K | 0.23% | −176−12.8% | Reduced |
| Waycross Partners, LLC | 1,197 | $383.0K | 0.14% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,200 | $384.0K | 0.07% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,200 | $384.5K | 0.09% | 00.0% | Unchanged |
| Washington Trust Bank | 1,202 | $385.0K | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,199 | $387.7K | 0.13% | −7−0.6% | Reduced |
| Coldstream Capital Management Inc | 1,211 | $388.0K | 0.01% | +1,211 | New |
| Cigna Investments Inc | 1,240 | $397.0K | 0.08% | +1+0.1% | Added |
| SeaCrest Wealth Management, LLC | 1,243 | $398.2K | 0.06% | −2,071−62.5% | Reduced |
| CNB Bank | 1,261 | $404.0K | 0.25% | +6+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,268 | $406.2K | 0.10% | −2,305−64.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,277 | $409.1K | 0.10% | +160+14.3% | Added |
| Buckhead Capital Management LLC | 1,279 | $409.8K | 0.10% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,288 | $412.6K | 0.01% | +25+2.0% | Added |
| Boenning & Scattergood, Inc. | 1,130 | $413.0K | 0.07% | −21−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,293 | $414.0K | 0.02% | −100−7.2% | Reduced |
| Financial Advocates Investment Management | 1,293 | $414.3K | 0.03% | +1,293 | New |
| Balentine LLC | 1,296 | $415.2K | 0.01% | +57+4.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,306 | $418.4K | 0.41% | −2−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 1,309 | $419.4K | 0.20% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,310 | $419.7K | 0.13% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,339 | $424.2K | 0.06% | −50−3.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,333 | $427.1K | 0.02% | +173+14.9% | Added |
| Raymond James Trust N.A. | 1,334 | $428.0K | 0.01% | +213+19.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,360 | $435.7K | 0.23% | −253−15.7% | Reduced |
| Gilbert & Cook, Inc. | 1,360 | $435.7K | 0.08% | +10+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 1,361 | $436.0K | 0.01% | −540−28.4% | Reduced |
| Toroso Investments, LLC | 1,364 | $437.0K | 0.02% | +1,364 | New |
| Sawtooth Solutions, LLC | 1,369 | $438.6K | 0.06% | +13+1.0% | Added |
| Audent Global Asset Management, LLC | 1,370 | $438.9K | 0.97% | −126−8.4% | Reduced |
| Little House Capital LLC | 1,380 | $442.1K | 0.22% | −70−4.8% | Reduced |
| Petrus Trust Company, LTA | 1,382 | $442.8K | 0.06% | +1,382 | New |
| Institute for Wealth Management, LLC. | 1,394 | $446.6K | 0.10% | −93−6.3% | Reduced |
| Advisor Partners II, LLC | 1,397 | $447.6K | 0.03% | +433+44.9% | Added |
| Beacon Pointe Advisors, LLC | 1,397 | $447.6K | 0.01% | −15−1.1% | Reduced |