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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 750 | $289.2K | 0.03% | −150−16.7% | Reduced |
| Smith Anglin Financial, LLC | 750 | $289.2K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 752 | $290.0K | 0.00% | +51+7.3% | Added |
| Portman Square Capital LLP | 756 | $291.5K | 0.04% | −191−20.2% | Reduced |
| Equitable Trust Co | 757 | $291.9K | 0.02% | −16−2.1% | Reduced |
| David Loasby | 798 | $295.3K | 0.03% | +39+5.1% | Added |
| Northeast Investment Management | 768 | $296.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 770 | $296.9K | 0.13% | +74+10.6% | Added |
| Miracle Mile Advisors, LLC | 785 | $302.7K | 0.01% | −110−12.3% | Reduced |
| Howard Financial Services, Ltd. | 785 | $302.7K | 0.07% | −100−11.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 785 | $302.7K | 0.08% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 788 | $303.9K | 0.23% | +9+1.2% | Added |
| Cim, LLC | 788 | $303.9K | 0.06% | +101+14.7% | Added |
| Future Fund LLC | 792 | $305.4K | 0.85% | −57−6.7% | Reduced |
| Arcadia Investment Management Corp | 800 | $308.5K | 0.07% | 00.0% | Unchanged |
| Vigilare Wealth Management | 802 | $309.3K | 0.20% | −40−4.8% | Reduced |
| Sage Mountain Advisors LLC | 809 | $312.0K | 0.04% | +26+3.3% | Added |
| NorthRock Partners, LLC | 824 | $317.7K | 0.03% | +272+49.3% | Added |
| Waldron Private Wealth LLC | 826 | $318.5K | 0.02% | +24+3.0% | Added |
| Himension Fund | 826 | $318.5K | 0.03% | +826 | New |
| Clearstead Advisors, LLC | 827 | $318.9K | 0.02% | −15−1.8% | Reduced |
| Gryphon Financial Partners LLC | 828 | $319.3K | 0.08% | +2+0.2% | Added |
| Prospera Financial Services Inc | 830 | $320.1K | 0.01% | +101+13.9% | Added |
| Vahanian & Associates Financial Planning Inc. | 832 | $320.8K | 1.03% | −252−23.2% | Reduced |
| Aptus Capital Advisors, LLC | 833 | $321.2K | 0.01% | +281+50.9% | Added |
| Pensionmark Financial Group, LLC | 835 | $322.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 843 | $325.1K | 0.03% | −10−1.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 846 | $326.4K | 0.12% | +275+48.2% | Added |
| Perigon Wealth Management, LLC | 847 | $326.6K | 0.01% | +847 | New |
| Foundations Investment Advisors, LLC | 853 | $328.9K | 0.01% | −3−0.4% | Reduced |
| Sunbelt Securities, Inc. | 864 | $333.2K | 0.05% | +105+13.8% | Added |
| Tevis Investment Management | 875 | $337.4K | 0.34% | +3+0.3% | Added |
| Advisory Research Inc | 876 | $337.8K | 0.05% | +876 | New |
| Centaurus Financial, Inc. | 880 | $339.0K | 0.03% | +26+3.0% | Added |
| Freestone Capital Holdings, LLC | 894 | $344.7K | 0.02% | −169−15.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 894 | $344.7K | 0.06% | +160+21.8% | Added |
| UniSuper Management Pty Ltd | 900 | $347.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 908 | $350.1K | 0.07% | +87+10.6% | Added |
| Balentine LLC | 911 | $351.2K | 0.01% | +67+7.9% | Added |
| Glenmede Trust Co NA | 911 | $351.3K | 0.00% | +43+5.0% | Added |
| Personal Cfo Solutions, LLC | 912 | $351.7K | 0.07% | −21−2.3% | Reduced |
| C M Bidwell & Associates Ltd | 918 | $354.0K | 0.27% | −5−0.5% | Reduced |
| Western Wealth Management, LLC | 927 | $357.5K | 0.03% | +45+5.1% | Added |
| Geneos Wealth Management Inc. | 933 | $359.8K | 0.02% | +29+3.2% | Added |
| Hollencrest Capital Management | 939 | $362.1K | 0.04% | −50−5.1% | Reduced |
| Carmel Capital Partners, LLC | 943 | $363.6K | 0.16% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 944 | $364.0K | 0.22% | −60−6.0% | Reduced |
| Wealthsource Partners, LLC | 966 | $372.5K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,018 | $373.8K | 0.14% | +35+3.6% | Added |
| Eschler Asset Management LLP | 977 | $376.7K | 0.44% | +977 | New |
| Canvas Wealth Advisors, LLC | 965 | $382.0K | 0.16% | −70−6.8% | Reduced |
| CAPROCK Group, Inc. | 995 | $383.7K | 0.03% | +306+44.4% | Added |
| Annapolis Financial Services, LLC | 1,000 | $385.6K | 0.11% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,000 | $385.6K | 0.04% | +1,000 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $391.4K | 0.09% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,022 | $394.1K | 0.02% | +1,022 | New |
| Oak Thistle LLC | 1,031 | $397.6K | 0.12% | +43+4.4% | Added |
| Little House Capital LLC | 1,036 | $399.5K | 0.16% | −777−42.9% | Reduced |
| First Horizon Advisors, Inc. | 1,045 | $403.0K | 0.01% | −3−0.3% | Reduced |
| Coronation Fund Managers Ltd. | 1,052 | $405.7K | 0.01% | −2,020−65.8% | Reduced |
| Whittier Trust Co | 1,061 | $409.1K | 0.01% | +1+0.1% | Added |
| Schmidt P J Investment Management Inc | 1,037 | $410.8K | 0.09% | +1,037 | New |
| Veriti Management LLC | 1,067 | $411.4K | 0.05% | +105+10.9% | Added |
| Connecticut Wealth Management, LLC | 1,070 | $412.6K | 0.03% | −24−2.2% | Reduced |
| Hancock Whitney Corp | 1,074 | $414.1K | 0.02% | −60−5.3% | Reduced |
| Fred Alger Management, LLC | 1,094 | $421.9K | 0.00% | −5,641−83.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,096 | $422.6K | 0.02% | +27+2.5% | Added |
| Silverleafe Capital Partners, LLC | 1,100 | $424.2K | 0.22% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,101 | $424.6K | 0.12% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,104 | $425.7K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,119 | $431.0K | 0.04% | −4,001−78.1% | Reduced |
| FDx Advisors, Inc. | 1,119 | $431.0K | 0.04% | −211−15.9% | Reduced |
| CGC Financial Services, LLC | 1,122 | $432.7K | 0.30% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,128 | $435.0K | 0.07% | +1,020+944.4% | Added |
| D.A. Davidson & Co. | 1,130 | $435.7K | 0.00% | +302+36.5% | Added |
| TownSquare Capital, LLC | 1,150 | $443.5K | 0.01% | +418+57.1% | Added |
| Beacon Pointe Advisors, LLC | 1,154 | $445.0K | 0.01% | −67−5.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,179 | $446.8K | 0.06% | −70−5.6% | Reduced |
| Landscape Capital Management, L.L.C. | 1,167 | $450.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,171 | $451.5K | 0.01% | +305+35.2% | Added |
| Simon Quick Advisors, LLC | 1,174 | $452.7K | 0.04% | +500+74.2% | Added |
| Prosperity Financial Group, Inc. | 1,178 | $454.2K | 0.38% | +147+14.3% | Added |
| Sandy Spring Bank | 1,183 | $456.2K | 0.03% | +25+2.2% | Added |
| Cigna Investments Inc | 1,190 | $459.0K | 0.11% | −34−2.8% | Reduced |
| Old North State Trust, LLC | 1,196 | $461.0K | 0.36% | +62+5.5% | Added |
| Bourgeon Capital Management LLC | 1,200 | $462.7K | 0.11% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,200 | $462.7K | 0.08% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,202 | $463.5K | 0.14% | +5+0.4% | Added |
| O'Neil Global Advisors, Inc. | 1,202 | $464.0K | 0.42% | −935−43.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,207 | $465.0K | 0.08% | −48−3.8% | Reduced |
| Verus Capital Partners, LLC | 1,212 | $467.4K | 0.07% | +206+20.5% | Added |
| Community Financial Services Group, LLC | 1,223 | $471.6K | 0.12% | +1,223 | New |
| Paces Ferry Wealth Advisors, LLC | 1,224 | $472.0K | 0.37% | −1−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 1,240 | $478.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,240 | $478.2K | 0.07% | +58+4.9% | Added |
| Institute for Wealth Management, LLC. | 1,240 | $478.2K | 0.09% | −66−5.1% | Reduced |
| Vinva Investment Management Ltd | 1,264 | $479.1K | 0.05% | +635+101.0% | Added |
| Gulf International Bank (UK) Ltd | 1,253 | $483.0K | 0.01% | −365−22.6% | Reduced |
| Lincoln National Corp | 1,266 | $488.2K | 0.01% | +235+22.8% | Added |
| WESPAC Advisors SoCal, LLC | 1,271 | $490.1K | 0.17% | 00.0% | Unchanged |