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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 1,088 institutions
Q1 2021: 888 institutionsQ2 2021: 932 institutionsQ3 2021: 955 institutionsQ4 2021: 1,057 institutionsQ1 2022: 977 institutionsQ2 2022: 974 institutionsQ3 2022: 978 institutionsQ4 2022: 1,062 institutionsQ1 2023: 1,063 institutionsQ2 2023: 1,087 institutionsQ3 2023: 1,088 institutionsQ4 2023: 1,233 institutionsQ1 2024: 1,191 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,084 institutionsQ4 2024: 1,233 institutionsQ1 2025: 1,138 institutionsQ2 2025: 1,051 institutionsQ3 2025: 926 institutionsQ4 2025: 1,012 institutionsQ1 2026: 958 institutionsQ2 2026: 850 institutions
Value heldQ3 2023: $40.9B
Q1 2021: $32.5BQ2 2021: $38.3BQ3 2021: $43.1BQ4 2021: $41.4BQ1 2022: $37.9BQ2 2022: $28.4BQ3 2022: $29.5BQ4 2022: $34.5BQ1 2023: $38.7BQ2 2023: $40.2BQ3 2023: $40.9BQ4 2023: $55.1BQ1 2024: $41.2BQ2 2024: $31.3BQ3 2024: $27.0BQ4 2024: $39.1BQ1 2025: $29.7BQ2 2025: $22.7BQ3 2025: $15.1BQ4 2025: $18.6BQ1 2026: $13.0BQ2 2026: $9.45B
Institutions holding LULU and their total value by quarter
QuarterHoldersValue
Q2 2026850$9.45B
Q1 2026958$13.0B
Q4 20251,012$18.6B
Q3 2025926$15.1B
Q2 20251,051$22.7B
Q1 20251,138$29.7B
Q4 20241,233$39.1B
Q3 20241,084$27.0B
Q2 20241,081$31.3B
Q1 20241,191$41.2B
Q4 20231,233$55.1B
Q3 20231,088$40.9B
Q2 20231,087$40.2B
Q1 20231,063$38.7B
Q4 20221,062$34.5B
Q3 2022978$29.5B
Q2 2022974$28.4B
Q1 2022977$37.9B
Q4 20211,057$41.4B
Q3 2021955$43.1B
Q2 2021932$38.3B
Q1 2021888$32.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q2 2023.

Institutions holding LULU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.373$144.0K0.00%−88−19.1%Reduced
Compass Wealth Management LLC374$144.2K0.05%−392−51.2%Reduced
Addison Advisors LLC390$150.4K0.07%+13+3.4%Added
Venturi Wealth Management, LLC391$150.8K0.01%+56+16.7%Added
Operose Advisors LLC395$152.3K0.06%+350+777.8%Added
Roble, Belko & Company, Inc407$157.0K0.03%00.0%Unchanged
Horrell Capital Management, Inc.412$159.0K0.05%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP395$159.4K0.00%+195+97.5%Added
Laurel Wealth Advisors LLC423$163.1K0.03%−198−31.9%Reduced
Natixis448$172.8K0.00%−2,865−86.5%Reduced
Buck Wealth Strategies, LLC464$178.9K0.07%+214+85.6%Added
NBC Securities, Inc.469$180.0K0.02%+469New
North Star Investment Management Corp.490$188.9K0.02%00.0%Unchanged
Ritter Daniher Financial Advisory LLC499$192.4K0.08%+60+13.7%Added
Ancora Advisors, LLC502$193.6K0.01%−126−20.1%Reduced
Covestor Ltd515$199.0K0.15%+88+20.6%Added
McRae Capital Management Inc520$200.5K0.06%+520New
Peapack Gladstone Financial Corp519$201.0K0.00%+519New
RKL Wealth Management LLC524$202.1K0.02%+524New
Creative Capital Management Investments LLC525$202.4K0.14%00.0%Unchanged
Guyasuta Investment Advisors Inc530$204.4K0.02%00.0%Unchanged
Hamilton Capital, LLC533$205.5K0.02%00.0%Unchanged
USA Financial Portformulas Corp534$205.9K0.31%+534New
Wealth Management Associates, Inc.535$206.3K0.12%+535New
Ballentine Partners, LLC539$207.8K0.00%+539New
Cooper/Haims Advisors, LLC542$209.0K0.16%00.0%Unchanged
Old National Bancorp545$210.2K0.01%−664−54.9%Reduced
Wealth Alliance Advisory Group, LLC545$210.2K0.06%00.0%Unchanged
Adviser Investments LLC548$211.3K0.00%+548New
Twin Lakes Capital Management, LLC551$212.5K0.16%00.0%Unchanged
Daymark Wealth Partners, LLC552$212.9K0.01%+552New
Tobam557$215.0K0.02%−88−13.6%Reduced
Axxcess Wealth Management, LLC562$216.7K0.01%−27−4.6%Reduced
Laidlaw Wealth Management LLC565$217.9K0.07%−17−2.9%Reduced
InterOcean Capital Group, LLC567$218.6K0.01%−19−3.2%Reduced
WMS Partners, LLC567$218.6K0.02%+567New
Van Hulzen Asset Management, LLC570$220.0K0.02%+2+0.4%Added
Kolinsky Wealth Management, LLC571$220.2K0.22%00.0%Unchanged
Crossmark Global Holdings, Inc.594$222.0K0.01%−20−3.3%Reduced
Shulman DeMeo Asset Management LLC579$223.3K0.07%−49−7.8%Reduced
Crestone Asset Management LLC579$223.3K0.05%+579New
Allworth Financial LP587$226.4K0.00%+16+2.8%Added
River Wealth Advisors LLC588$226.7K0.04%00.0%Unchanged
Silverlake Wealth Management LLC591$227.9K0.13%00.0%Unchanged
Summit Trail Advisors, LLC591$227.9K0.01%+591New
Avidian Wealth Solutions, LLC593$228.7K0.02%−3−0.5%Reduced
Marco Investment Management LLC593$228.7K0.03%00.0%Unchanged
Delta Financial Advisors LLC595$229.4K0.10%00.0%Unchanged
Alpha DNA Investment Management LLC597$230.2K0.15%−110−15.6%Reduced
Glenview Trust Co598$230.6K0.01%+2+0.3%Added
Forum Financial Management, LP598$230.6K0.01%−50−7.7%Reduced
Pittenger & Anderson Inc598$230.6K0.01%+501+516.5%Added
Two Sigma Advisers, LP600$231.4K0.00%−700−53.8%Reduced
Sage Capital Advisors,llc600$231.4K0.08%00.0%Unchanged
Greenhouse Wealth Management, LLC600$231.4K0.21%00.0%Unchanged
Lauterbach Financial Advisors, LLC600$231.4K0.18%00.0%Unchanged
Integrated Advisors Network LLC603$232.5K0.01%+5+0.8%Added
IPG Investment Advisors LLC610$235.2K0.05%+610New
Virtue Capital Management, LLC633$238.0K0.04%00.0%Unchanged
Brookstone Capital Management601$238.2K0.01%+601New
Weatherly Asset Management L. P.618$238.3K0.03%00.0%Unchanged
Assetmark, Inc622$239.8K0.00%+100+19.2%Added
Koshinski Asset Management, Inc.629$242.5K0.03%00.0%Unchanged
Williams Jones Wealth Management, LLC.633$244.1K0.00%+633New
Zions Bancorporation, N.A.640$246.8K0.02%+70+12.3%Added
Brighton Jones LLC644$248.2K0.01%−172−21.1%Reduced
RSM US Wealth Management LLC645$248.7K0.01%+19+3.0%Added
Csenge Advisory Group650$250.6K0.02%−44−6.3%Reduced
Private Capital Advisors, Inc.640$252.0K0.04%+640New
Avantax Advisory Services, Inc.654$252.2K0.00%+654New
Chicago Partners Investment Group LLC628$252.7K0.01%+37+6.3%Added
One Capital Management, LLC658$253.7K0.01%−235−26.3%Reduced
Leonteq Securities AG658$253.7K0.03%−62−8.6%Reduced
Comerica Securities,inc.660$254.5K0.02%+9+1.4%Added
MMBG Investment Advisors Co.660$254.5K0.03%+660New
Morse Asset Management, Inc660$255.0K0.08%+660New
Mount Yale Investment Advisors, LLC666$256.8K0.03%−10−1.5%Reduced
PFG Investments, LLC669$258.0K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC670$258.4K0.03%−52−7.2%Reduced
Johnson Investment Counsel Inc680$262.2K0.00%−17−2.4%Reduced
Psagot Value Holdings Ltd. / (Israel)700$265.0K0.13%+100+16.7%Added
Compass Ion Advisors, LLC698$269.2K0.05%+1+0.1%Added
IFP Advisors, Inc700$269.9K0.01%+254+57.0%Added
Avondale Wealth Management700$269.9K0.24%−100−12.5%Reduced
Vanguard Capital Wealth Advisors700$269.9K0.25%00.0%Unchanged
Bradley Foster & Sargent Inc716$271.0K0.01%00.0%Unchanged
Sciencast Management LP713$274.9K0.12%+713New
Manhattan West Asset Management, LLC684$275.3K0.08%+16+2.4%Added
Great Diamond Partners, LLC715$275.7K0.07%+2+0.3%Added
Jarislowsky, Fraser Ltd720$277.6K0.00%−20−2.7%Reduced
Financial Advocates Investment Management726$280.0K0.02%+148+25.6%Added
Brandywine Oak Private Wealth LLC734$282.9K0.03%00.0%Unchanged
UMA Financial Services, Inc.761$283.6K0.07%00.0%Unchanged
Bailard, Inc.736$283.8K0.01%+173+30.7%Added
Ellevest, Inc.737$284.2K0.02%−380−34.0%Reduced
Merit Financial Group, LLC738$284.6K0.01%+53+7.7%Added
Arrowroot Family Office, LLC741$285.7K0.23%−18−2.4%Reduced
Fukoku Mutual Life Insurance Co742$286.1K0.03%−84−10.2%Reduced
Parkside Financial Bank & Trust744$286.9K0.07%+16+2.2%Added
Golden State Equity Partners749$288.8K0.08%−125−14.3%Reduced