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, Q2 2023
Institutional positions in lululemon athletica inc. as of Jun 30, 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
- 1,087
- +29 vs. Q1 2023
- Shares held
- 106.3M
- +338.8K (+0.3%) vs. Q1 2023
- Total value
- $40.2B
- +$1.52B (+3.9%) vs. Q1 2023
- New holders
- 120
- 362 more added
- Sold out
- 91
- 416 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 343 | $130.0K | 0.01% | +72+26.6% | Added |
| Globeflex Capital L P | 346 | $131.0K | 0.01% | +2+0.6% | Added |
| Rise Advisors, LLC | 350 | $132.5K | 0.10% | −47−11.8% | Reduced |
| Private Trust Co NA | 353 | $133.6K | 0.02% | −14−3.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 365 | $138.2K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 375 | $142.0K | 0.07% | +375 | New |
| Addison Advisors LLC | 377 | $142.7K | 0.07% | +21+5.9% | Added |
| North Growth Management Ltd. | 0 | $151.0K | 0.03% | 0 | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $151.4K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 407 | $154.0K | 0.03% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 412 | $156.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 427 | $162.0K | 0.12% | +376+737.3% | Added |
| Ritter Daniher Financial Advisory LLC | 439 | $166.2K | 0.07% | −51−10.4% | Reduced |
| Mendota Financial Group, LLC | 453 | $171.5K | 0.19% | +437+2,731.3% | Added |
| Hantz Financial Services, Inc. | 461 | $174.0K | 0.00% | −236−33.9% | Reduced |
| North Star Investment Management Corp. | 490 | $185.5K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 512 | $193.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 522 | $197.6K | 0.00% | +213+68.9% | Added |
| Creative Capital Management Investments LLC | 525 | $198.7K | 0.14% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 527 | $199.0K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 530 | $200.6K | 0.01% | +530 | New |
| Hamilton Capital, LLC | 533 | $201.7K | 0.01% | +533 | New |
| Cooper/Haims Advisors, LLC | 542 | $205.1K | 0.16% | −100−15.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 545 | $206.3K | 0.07% | +545 | New |
| Acadian Asset Management LLC | 555 | $208.0K | 0.00% | +555 | New |
| Twin Lakes Capital Management, LLC | 551 | $208.6K | 0.15% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 552 | $208.9K | 0.01% | −49−8.2% | Reduced |
| NorthRock Partners, LLC | 552 | $208.9K | 0.02% | +552 | New |
| Delphia (USA) Inc. | 554 | $209.9K | 0.33% | +554 | New |
| Kolinsky Wealth Management, LLC | 571 | $211.4K | 0.20% | +571 | New |
| Bailard, Inc. | 563 | $213.1K | 0.01% | +563 | New |
| Van Hulzen Asset Management, LLC | 568 | $215.0K | 0.02% | −50−8.1% | Reduced |
| Zions Bancorporation, N.A. | 570 | $215.7K | 0.02% | −359−38.6% | Reduced |
| Allworth Financial LP | 571 | $216.1K | 0.00% | −1−0.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 571 | $216.3K | 0.08% | +571 | New |
| TRUE Private Wealth Advisors | 575 | $217.6K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 578 | $218.8K | 0.02% | −179−23.6% | Reduced |
| Laidlaw Wealth Management LLC | 582 | $220.3K | 0.04% | −17−2.8% | Reduced |
| InterOcean Capital Group, LLC | 586 | $221.8K | 0.01% | +586 | New |
| Psagot Value Holdings Ltd. / (Israel) | 600 | $222.0K | 0.11% | +600 | New |
| River Wealth Advisors LLC | 588 | $222.6K | 0.04% | −13−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 591 | $222.6K | 0.01% | −65−9.9% | Reduced |
| Axxcess Wealth Management, LLC | 589 | $222.9K | 0.02% | −616−51.1% | Reduced |
| Silverlake Wealth Management LLC | 591 | $223.7K | 0.12% | 00.0% | Unchanged |
| Marco Investment Management LLC | 593 | $224.5K | 0.02% | −500−45.7% | Reduced |
| Delta Financial Advisors LLC | 595 | $225.2K | 0.10% | +595 | New |
| Avidian Wealth Solutions, LLC | 596 | $225.6K | 0.01% | −603−50.3% | Reduced |
| Glenview Trust Co | 596 | $225.6K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 598 | $226.2K | 0.01% | −34−5.4% | Reduced |
| Integrated Advisors Network LLC | 598 | $226.3K | 0.01% | +13+2.2% | Added |
| LGT Fund Management Co Ltd. | 600 | $227.1K | 0.10% | −200−25.0% | Reduced |
| Sage Capital Advisors,llc | 600 | $227.1K | 0.08% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 600 | $227.1K | 0.20% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 600 | $227.1K | 0.17% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 629 | $232.9K | 0.02% | −2,599−80.5% | Reduced |
| Crossmark Global Holdings, Inc. | 614 | $233.0K | 0.01% | −160−20.7% | Reduced |
| Weatherly Asset Management L. P. | 618 | $233.9K | 0.03% | −5−0.8% | Reduced |
| PFS Investments Inc. | 617 | $234.0K | 0.00% | +617 | New |
| Balboa Wealth Partners | 619 | $234.3K | 0.08% | +619 | New |
| Laurel Wealth Advisors LLC | 621 | $235.0K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 625 | $236.6K | 0.04% | −311−33.2% | Reduced |
| RSM US Wealth Management LLC | 626 | $236.9K | 0.01% | +1+0.2% | Added |
| Ancora Advisors, LLC | 628 | $237.7K | 0.01% | −111−15.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 628 | $237.7K | 0.07% | −16−2.5% | Reduced |
| Virtue Capital Management, LLC | 633 | $238.0K | 0.04% | +21+3.4% | Added |
| Koshinski Asset Management, Inc. | 629 | $238.1K | 0.03% | −120−16.0% | Reduced |
| Planning Alternatives Ltd | 634 | $240.0K | 0.04% | −200−24.0% | Reduced |
| Aj Wealth Strategies, LLC | 640 | $242.2K | 0.01% | +640 | New |
| Tobam | 645 | $244.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 648 | $245.3K | 0.01% | +50+8.4% | Added |
| Imprint Wealth LLC | 638 | $245.3K | 0.15% | +638 | New |
| Comerica Securities,inc. | 651 | $246.4K | 0.02% | +651 | New |
| Great Lakes Advisors, LLC | 666 | $252.1K | 0.00% | +666 | New |
| Manhattan West Asset Management, LLC | 668 | $252.8K | 0.09% | 00.0% | Unchanged |
| PFG Investments, LLC | 669 | $253.2K | 0.05% | −16−2.3% | Reduced |
| Simon Quick Advisors, LLC | 674 | $255.1K | 0.02% | −79−10.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 675 | $255.5K | 0.02% | +25+3.8% | Added |
| Mount Yale Investment Advisors, LLC | 676 | $255.9K | 0.03% | +676 | New |
| Merit Financial Group, LLC | 685 | $259.3K | 0.01% | +43+6.7% | Added |
| Cim, LLC | 687 | $260.0K | 0.05% | −63−8.4% | Reduced |
| Clare Market Investments LLC | 688 | $260.4K | 0.10% | +8+1.2% | Added |
| CAPROCK Group, Inc. | 689 | $260.8K | 0.02% | +8+1.2% | Added |
| Csenge Advisory Group | 694 | $262.7K | 0.02% | +64+10.2% | Added |
| V-Square Quantitative Management LLC | 696 | $263.4K | 0.19% | −27−3.7% | Reduced |
| Johnson Investment Counsel Inc | 697 | $263.8K | 0.00% | +10+1.5% | Added |
| Compass Ion Advisors, LLC | 697 | $263.8K | 0.07% | 00.0% | Unchanged |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 700 | $264.9K | 0.01% | −400−36.4% | Reduced |
| Vanguard Capital Wealth Advisors | 700 | $264.9K | 0.24% | +75+12.0% | Added |
| Savant Capital, LLC | 701 | $265.3K | 0.00% | +7+1.0% | Added |
| La Banque Postale Asset Management SA | 705 | $266.8K | 0.01% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 707 | $267.6K | 0.15% | +707 | New |
| PEAK6 Investments LLC | 711 | $269.1K | 0.02% | −8,172−92.0% | Reduced |
| Great Diamond Partners, LLC | 713 | $269.9K | 0.07% | −28−3.8% | Reduced |
| Bradley Foster & Sargent Inc | 716 | $271.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 720 | $272.5K | 0.03% | −146−16.9% | Reduced |
| EverSource Wealth Advisors, LLC | 722 | $273.3K | 0.03% | −4−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 727 | $275.2K | 0.01% | −112−13.3% | Reduced |
| Parkside Financial Bank & Trust | 728 | $275.5K | 0.07% | +2+0.3% | Added |
| Prospera Financial Services Inc | 729 | $275.9K | 0.01% | −55−7.0% | Reduced |
| Equitable Holdings, Inc. | 729 | $275.9K | 0.00% | +75+11.5% | Added |