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, Q3 2023
Institutional positions in lululemon athletica inc. as of Sep 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
- 1,088
- +10 vs. Q2 2023
- Shares held
- 105.6M
- +139.4K (+0.1%) vs. Q2 2023
- Total value
- $40.9B
- +$962.6M (+2.4%) vs. Q2 2023
- New holders
- 94
- 436 more added
- Sold out
- 84
- 342 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 50 | $19.3K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 52 | $20.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 52 | $20.1K | 0.00% | +10+23.8% | Added |
| Earnest Partners LLC | 55 | $21.2K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 55 | $21.2K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 57 | $22.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $22.0K | 0.00% | +5+9.6% | Added |
| Altshuler Shaham Ltd | 58 | $22.4K | 0.00% | −21−26.6% | Reduced |
| Ronald Blue Trust, Inc. | 61 | $23.0K | 0.00% | −11−15.3% | Reduced |
| Steward Financial Group LLC | 62 | $23.0K | 0.01% | +19+44.2% | Added |
| TCG Advisory Services, LLC | 60 | $23.1K | 0.00% | −23−27.7% | Reduced |
| Larson Financial Group LLC | 60 | $23.1K | 0.00% | +5+9.1% | Added |
| Union Savings Bank | 65 | $25.1K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $25.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $25.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 67 | $25.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 68 | $26.2K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 68 | $26.2K | 0.00% | +68 | New |
| Versant Capital Management, Inc | 70 | $27.0K | 0.01% | +1+1.4% | Added |
| Milestone Investment Advisors LLC | 70 | $27.0K | 0.01% | +70 | New |
| Bogart Wealth, LLC | 74 | $28.5K | 0.00% | +54+270.0% | Added |
| FinTrust Capital Advisors, LLC | 75 | $28.9K | 0.01% | −59−44.0% | Reduced |
| Delta Asset Management LLC | 75 | $28.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $28.9K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 77 | $29.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 76 | $29.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 77 | $29.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 78 | $30.1K | 0.01% | −227−74.4% | Reduced |
| HHM Wealth Advisors, LLC | 80 | $30.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 82 | $31.6K | 0.02% | +3+3.8% | Added |
| TD Private Client Wealth LLC | 82 | $31.6K | 0.00% | +24+41.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 84 | $32.4K | 0.03% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 85 | $32.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 87 | $33.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 88 | $33.9K | 0.00% | +3+3.5% | Added |
| Catalyst Capital Advisors LLC | 90 | $34.7K | 0.00% | +23+34.3% | Added |
| PFG Private Wealth Management, LLC | 93 | $35.9K | 0.03% | −194−67.6% | Reduced |
| American National Bank | 98 | $37.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 99 | $38.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $38.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $38.6K | 0.03% | +100 | New |
| Farther Finance Advisors, LLC | 101 | $38.9K | 0.01% | +2+2.0% | Added |
| Highlander Capital Management, LLC | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 104 | $40.1K | 0.02% | +6+6.1% | Added |
| Hazlett, Burt & Watson, Inc. | 104 | $41.0K | 0.03% | +3+3.0% | Added |
| Armstrong Advisory Group, Inc | 108 | $41.6K | 0.00% | −34−23.9% | Reduced |
| Glassman Wealth Services | 111 | $42.8K | 0.01% | −2−1.8% | Reduced |
| Impact Partnership Wealth, LLC | 116 | $44.7K | 0.01% | +105+954.5% | Added |
| Washington Trust Advisors, Inc. | 118 | $45.4K | 0.00% | +11+10.3% | Added |
| Jackson Square Partners, LLC | 119 | $45.9K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 119 | $46.0K | 0.03% | +119 | New |
| Pinnacle Bancorp, Inc. | 122 | $47.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 123 | $47.4K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $48.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 125 | $48.0K | 0.02% | +9+7.8% | Added |
| Tompkins Financial Corp | 140 | $54.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 145 | $55.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $59.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 162 | $62.5K | 0.01% | +62+62.0% | Added |
| Loomis Sayles & Co L P | 166 | $64.0K | 0.00% | +6+3.8% | Added |
| Mint Tower Capital Management B.V. | 178 | $69.0K | 0.02% | +178 | New |
| Baldwin Brothers Inc | 182 | $70.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 186 | $71.7K | 0.01% | +96+106.7% | Added |
| Tyler-Stone Wealth Management | 190 | $73.0K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 191 | $74.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $77.1K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $77.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $77.1K | 0.04% | +200 | New |
| Pacifica Partners Inc. | 220 | $79.3K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 208 | $80.2K | 0.08% | −245−54.1% | Reduced |
| Orion Capital Management LLC | 210 | $81.0K | 0.05% | +210 | New |
| Benjamin F. Edwards & Company, Inc. | 227 | $87.0K | 0.00% | +96+73.3% | Added |
| Brown Brothers Harriman & Co | 228 | $87.9K | 0.00% | −284−55.5% | Reduced |
| Key Financial Inc | 243 | $93.7K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 251 | $96.8K | 0.00% | +25+11.1% | Added |
| Emerald Mutual Fund Advisers Trust | 263 | $101.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 264 | $101.8K | 0.07% | +2+0.8% | Added |
| Wunderlich Capital Managemnt | 270 | $104.1K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 267 | $105.1K | 0.03% | −13−4.6% | Reduced |
| Bartlett & Co. LLC | 276 | $106.0K | 0.00% | +1+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 276 | $106.4K | 0.00% | +1+0.4% | Added |
| Rosenberg Matthew Hamilton | 278 | $107.2K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 280 | $108.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 283 | $109.1K | 0.09% | −67−19.1% | Reduced |
| Private Ocean, LLC | 293 | $113.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 297 | $115.0K | 0.03% | −33−10.0% | Reduced |
| Alta Advisers Ltd | 300 | $115.7K | 0.07% | 00.0% | Unchanged |
| Nkcfo LLC | 300 | $116.0K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $116.8K | 0.02% | −50−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 303 | $116.8K | 0.06% | +85+39.0% | Added |
| Natixis Investment Managers International | 304 | $117.2K | 0.01% | −20−6.2% | Reduced |
| Park Place Capital Corp | 314 | $121.1K | 0.04% | +109+53.2% | Added |
| Quadrant Capital Group LLC | 325 | $125.3K | 0.01% | +26+8.7% | Added |
| North Growth Management Ltd. | 0 | $129.0K | 0.03% | 0 | Unchanged |
| Acadian Asset Management LLC | 343 | $132.0K | 0.00% | −212−38.2% | Reduced |
| Smithfield Trust Co | 343 | $132.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 346 | $133.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 350 | $135.0K | 0.02% | −50−12.5% | Reduced |
| Lindbrook Capital, LLC | 352 | $135.7K | 0.02% | +35+11.0% | Added |
| Cary Street Partner Investment Advisory LLC | 365 | $140.7K | 0.01% | 00.0% | Unchanged |