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, Q1 2023
Institutional positions in lululemon athletica inc. as of Mar 31, 2023. 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
- 1,063
- +26 vs. Q4 2022
- Shares held
- 106.0M
- −1.62M (−1.5%) vs. Q4 2022
- Total value
- $38.7B
- +$4.27B (+12.4%) vs. Q4 2022
- New holders
- 150
- 322 more added
- Sold out
- 124
- 426 more reduced
25 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 761 | $281.7K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 774 | $282.0K | 0.01% | +38+5.2% | Added |
| Carroll Investors, Inc | 777 | $283.0K | 0.23% | +777 | New |
| Equitable Trust Co | 781 | $284.4K | 0.02% | −11,389−93.6% | Reduced |
| Prospera Financial Services Inc | 784 | $285.5K | 0.01% | −173−18.1% | Reduced |
| QCM Cayman, Ltd. | 785 | $285.9K | 1.79% | −53−6.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 785 | $285.9K | 0.08% | −20−2.5% | Reduced |
| Miracle Mile Advisors, LLC | 785 | $285.9K | 0.01% | +25+3.3% | Added |
| Sage Mountain Advisors LLC | 789 | $287.3K | 0.05% | +789 | New |
| Foundations Investment Advisors, LLC | 790 | $287.7K | 0.01% | −889−52.9% | Reduced |
| Arrowroot Family Office, LLC | 792 | $288.4K | 0.25% | +792 | New |
| Gryphon Financial Partners LLC | 793 | $288.8K | 0.07% | +107+15.6% | Added |
| WCM Investment Management, LLC | 795 | $289.5K | 0.00% | −2,541,416−100.0% | Reduced |
| Arcadia Investment Management Corp | 800 | $291.4K | 0.06% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 800 | $291.4K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 801 | $291.7K | 0.03% | −236−22.8% | Reduced |
| Ellevest, Inc. | 809 | $294.6K | 0.02% | −232−22.3% | Reduced |
| Capula Management Ltd | 811 | $295.4K | 0.03% | +77+10.5% | Added |
| Planning Alternatives Ltd | 834 | $303.7K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 838 | $305.0K | 0.02% | +25+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 839 | $305.6K | 0.01% | −5,993−87.7% | Reduced |
| Integrated Wealth Concepts LLC | 839 | $306.0K | 0.01% | −186−18.1% | Reduced |
| Veriti Management LLC | 847 | $308.5K | 0.04% | +54+6.8% | Added |
| Old North State Trust, LLC | 850 | $310.0K | 0.21% | +67+8.6% | Added |
| Clearstead Advisors, LLC | 852 | $310.3K | 0.02% | −18−2.1% | Reduced |
| Waldron Private Wealth LLC | 864 | $314.7K | 0.02% | −2,161−71.4% | Reduced |
| Leonteq Securities AG | 866 | $315.4K | 0.03% | −1,815−67.7% | Reduced |
| Glenmede Trust Co NA | 868 | $316.1K | 0.00% | −2,932−77.2% | Reduced |
| GFG Capital, LLC | 109 | $320.1K | 0.07% | −890−89.1% | Reduced |
| Perigon Wealth Management, LLC | 881 | $320.9K | 0.02% | +881 | New |
| Western Wealth Management, LLC | 882 | $321.2K | 0.03% | −11−1.2% | Reduced |
| Tevis Investment Management | 883 | $321.6K | 0.33% | +883 | New |
| Howard Financial Services, Ltd. | 885 | $322.3K | 0.08% | +885 | New |
| CWM, LLC | 887 | $323.0K | 0.00% | −114−11.4% | Reduced |
| Hollencrest Capital Management | 889 | $323.8K | 0.03% | −96−9.7% | Reduced |
| Vigilare Wealth Management | 892 | $324.9K | 0.18% | −30−3.3% | Reduced |
| Centaurus Financial, Inc. | 893 | $325.0K | 0.03% | +241+37.0% | Added |
| GPS Wealth Strategies Group, LLC | 901 | $328.1K | 0.07% | +901 | New |
| Pensionmark Financial Group, LLC | 914 | $332.9K | 0.07% | +914 | New |
| Cresset Asset Management, LLC | 916 | $333.6K | 0.01% | −793−46.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 920 | $335.1K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 929 | $338.3K | 0.03% | −262−22.0% | Reduced |
| Mach-1 Financial Group, Inc. | 934 | $340.2K | 2.16% | −375−28.6% | Reduced |
| Gilbert & Cook, Inc. | 936 | $340.9K | 0.06% | −424−31.2% | Reduced |
| Thoroughbred Financial Services, LLC | 937 | $341.0K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 937 | $341.2K | 0.01% | +56+6.4% | Added |
| Kozak & Associates, Inc. | 937 | $341.2K | 0.15% | +32+3.5% | Added |
| Carmel Capital Partners, LLC | 943 | $343.4K | 0.20% | +8+0.9% | Added |
| Personal Cfo Solutions, LLC | 949 | $345.6K | 0.07% | −1,416−59.9% | Reduced |
| Alta Wealth Advisors LLC | 952 | $346.7K | 0.22% | −488−33.9% | Reduced |
| Wealthsource Partners, LLC | 966 | $351.8K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 982 | $357.6K | 0.02% | +202+25.9% | Added |
| Lincoln National Corp | 996 | $362.7K | 0.01% | −165−14.2% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $364.2K | 0.11% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 964 | $364.5K | 0.15% | +964 | New |
| Desjardins Global Asset Management Inc. | 1,008 | $367.0K | 0.05% | −5,464−84.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $369.7K | 0.08% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 1,024 | $372.9K | 1.03% | +1,024 | New |
| Anchor Investment Management, LLC | 1,034 | $376.6K | 0.05% | +229+28.4% | Added |
| Qtron Investments LLC | 1,037 | $377.7K | 0.08% | −1,112−51.7% | Reduced |
| D.A. Davidson & Co. | 1,040 | $378.8K | 0.00% | −1,125−52.0% | Reduced |
| Verus Capital Partners, LLC | 1,049 | $382.0K | 0.06% | −94−8.2% | Reduced |
| AustralianSuper Pty Ltd | 1,059 | $385.7K | 0.00% | +1,059 | New |
| Freestone Capital Holdings, LLC | 1,067 | $388.6K | 0.02% | +1,067 | New |
| Congress Park Capital LLC | 1,070 | $389.7K | 0.23% | +125+13.2% | Added |
| Connecticut Wealth Management, LLC | 1,085 | $395.1K | 0.03% | −66−5.7% | Reduced |
| Marco Investment Management LLC | 1,093 | $398.1K | 0.04% | +17+1.6% | Added |
| Meridian Wealth Management, LLC | 1,099 | $400.2K | 0.03% | −27−2.4% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 1,100 | $400.6K | 0.02% | −4,710−81.1% | Reduced |
| Silverleafe Capital Partners, LLC | 1,100 | $400.6K | 0.26% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,101 | $401.0K | 0.12% | +1+0.1% | Added |
| SkyView Investment Advisors, LLC | 1,101 | $401.0K | 0.09% | +94+9.3% | Added |
| First Horizon Advisors, Inc. | 1,103 | $401.7K | 0.01% | +454+70.0% | Added |
| Lineweaver Wealth Advisors, LLC | 1,105 | $402.4K | 0.12% | −29−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 1,112 | $405.0K | 0.05% | +456+69.5% | Added |
| Smith Anglin Financial, LLC | 1,121 | $408.3K | 0.06% | +1,121 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,124 | $409.0K | 0.02% | −169−13.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,124 | $409.4K | 0.05% | +1,124 | New |
| NorthCrest Asset Manangement, LLC | 1,131 | $411.9K | 0.02% | +81+7.7% | Added |
| Inceptionr LLC | 1,142 | $415.9K | 0.13% | −1,870−62.1% | Reduced |
| Harbour Capital Advisors, LLC | 1,147 | $417.7K | 0.13% | −52−4.3% | Reduced |
| National Wealth Management Group, LLC | 1,113 | $418.7K | 0.48% | +1,113 | New |
| SeaCrest Wealth Management, LLC | 1,163 | $423.6K | 0.06% | −80−6.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,166 | $424.6K | 0.08% | −102−8.0% | Reduced |
| Quent Capital, LLC | 1,169 | $425.0K | 0.07% | +3+0.3% | Added |
| International Assets Investment Management, LLC | 1,177 | $428.7K | 0.06% | −924−44.0% | Reduced |
| Schear Investment Advisers, LLC | 1,179 | $429.4K | 0.51% | +73+6.6% | Added |
| Parallel Advisors, LLC | 1,185 | $431.6K | 0.01% | −592−33.3% | Reduced |
| Avidian Wealth Solutions, LLC | 1,199 | $436.7K | 0.02% | +1,199 | New |
| Bourgeon Capital Management LLC | 1,200 | $437.0K | 0.10% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,200 | $437.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Bank | 1,202 | $437.8K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,205 | $438.8K | 0.03% | +1,205 | New |
| Cigna Investments Inc | 1,225 | $446.0K | 0.09% | −15−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,227 | $446.9K | 0.16% | +36+3.0% | Added |
| Eagle Strategies LLC | 1,235 | $449.8K | 0.11% | +1,235 | New |
| Pinnacle Financial Partners Inc | 1,240 | $451.6K | 0.01% | −48−3.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,242 | $452.3K | 0.02% | −91−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,253 | $456.3K | 0.01% | −144−10.3% | Reduced |
| 180 Wealth Advisors, LLC | 1,255 | $456.9K | 0.11% | −324−20.5% | Reduced |