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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 3,861 | $1.49M | 0.54% | +90+2.4% | Added |
| Credit Agricole S A | 3,901 | $1.50M | 0.05% | −694−15.1% | Reduced |
| Royal Fund Management, LLC | 3,914 | $1.51M | 0.22% | +53+1.4% | Added |
| V Wealth Advisors LLC | 3,986 | $1.54M | 1.24% | −2,480−38.4% | Reduced |
| Engineers Gate Manager LP | 4,013 | $1.55M | 0.06% | −3,731−48.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,033 | $1.56M | 0.05% | +77+1.9% | Added |
| Marsico Capital Management LLC | 4,057 | $1.56M | 0.07% | +4,057 | New |
| Bridgewater Associates, LP | 4,070 | $1.57M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,070 | $1.57M | 0.04% | +4,070 | New |
| First Bank & Trust | 4,075 | $1.57M | 0.41% | −386−8.7% | Reduced |
| Fiduciary Trust Co | 4,079 | $1.57M | 0.03% | +14+0.3% | Added |
| Brinker Capital Investments, LLC | 4,084 | $1.57M | 0.02% | +123+3.1% | Added |
| Orion Portfolio Solutions, LLC | 4,084 | $1.57M | 0.02% | +123+3.1% | Added |
| Two Sigma Investments, LP | 4,100 | $1.58M | 0.00% | −645−13.6% | Reduced |
| Peloton Wealth Strategists | 4,110 | $1.58M | 0.73% | +2,960+257.4% | Added |
| Synovus Financial Corp | 4,149 | $1.60M | 0.02% | −139−3.2% | Reduced |
| Park Avenue Securities LLC | 4,148 | $1.60M | 0.02% | +4,148 | New |
| EFG Asset Management (North America) Corp. | 4,171 | $1.61M | 0.38% | +89+2.2% | Added |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.62M | 0.31% | +4,200 | New |
| NEOS Investment Management LLC | 4,220 | $1.63M | 0.21% | +4,220 | New |
| Linden Thomas Advisory Services, LLC | 4,221 | $1.63M | 0.36% | −2,892−40.7% | Reduced |
| Outfitter Financial LLC | 4,225 | $1.63M | 1.53% | 00.0% | Unchanged |
| Stephens Inc | 4,262 | $1.64M | 0.03% | +842+24.6% | Added |
| Snowden Capital Advisors LLC | 4,266 | $1.65M | 0.07% | +1,036+32.1% | Added |
| Eqis Capital Management, Inc. | 4,282 | $1.65M | 0.20% | +1,387+47.9% | Added |
| Prudential PLC | 4,287 | $1.65M | 0.02% | −1,350−23.9% | Reduced |
| Mitchell Capital Management Co | 4,291 | $1.65M | 0.39% | −19−0.4% | Reduced |
| Harbor Capital Advisors, Inc. | 4,292 | $1.66M | 0.36% | +34+0.8% | Added |
| FORA Capital, LLC | 4,314 | $1.66M | 0.15% | −15,956−78.7% | Reduced |
| Capitol Family Office, Inc. | 4,342 | $1.67M | 3.15% | +4,342 | New |
| CIBC Private Wealth Group, LLC | 4,359 | $1.68M | 0.00% | +1,226+39.1% | Added |
| Spire Wealth Management | 4,452 | $1.72M | 0.07% | +527+13.4% | Added |
| Resources Management Corp | 4,509 | $1.74M | 0.28% | −289−6.0% | Reduced |
| First Hawaiian Bank | 4,566 | $1.76M | 0.06% | +1,441+46.1% | Added |
| Prio Wealth Limited Partnership | 4,570 | $1.76M | 0.07% | 00.0% | Unchanged |
| Modus Advisors, LLC | 4,577 | $1.76M | 0.77% | +55+1.2% | Added |
| Independent Financial Group, LLC | 4,759 | $1.84M | 0.12% | +1,394+41.4% | Added |
| William Allan, LLC | 4,802 | $1.85M | 1.47% | −69−1.4% | Reduced |
| Edgestream Partners, L.P. | 4,857 | $1.87M | 0.15% | +3,096+175.8% | Added |
| Wesbanco Bank Inc | 4,903 | $1.89M | 0.08% | −79−1.6% | Reduced |
| Advisors Asset Management, Inc. | 4,944 | $1.91M | 0.04% | +129+2.7% | Added |
| Lighthouse Investment Partners, LLC | 5,000 | $1.93M | 0.11% | −5,000−50.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 5,009 | $1.93M | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,012 | $1.93M | 0.01% | +1,292+34.7% | Added |
| Ethic Inc. | 5,045 | $1.95M | 0.07% | +44+0.9% | Added |
| Jump Financial, LLC | 5,051 | $1.95M | 0.07% | −164−3.1% | Reduced |
| Asio Capital, LLC | 5,067 | $1.95M | 0.52% | +67+1.3% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 5,182 | $2.00M | 0.91% | +1,302+33.6% | Added |
| E. Ohman J:or Asset Management AB | 5,250 | $2.02M | 0.08% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 5,257 | $2.03M | 0.97% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 5,278 | $2.04M | 0.21% | −20−0.4% | Reduced |
| Caliber Wealth Management, LLC | 5,302 | $2.04M | 1.38% | +550+11.6% | Added |
| Saxon Interests, Inc. | 5,302 | $2.04M | 1.38% | +5,302 | New |
| Advisory Services Network, LLC | 5,303 | $2.04M | 0.05% | +301+6.0% | Added |
| State of Michigan Retirement System | 5,308 | $2.05M | 0.01% | −1,300−19.7% | Reduced |
| Twin Capital Management Inc | 5,411 | $2.09M | 0.30% | −341−5.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,514 | $2.13M | 0.59% | +2,757+100.0% | Added |
| Graham Capital Management, L.P. | 5,559 | $2.14M | 0.06% | +2,579+86.5% | Added |
| Wedbush Securities Inc | 5,669 | $2.19M | 0.11% | +281+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 5,723 | $2.21M | 0.03% | +2,590+82.7% | Added |
| Atria Wealth Solutions, Inc. | 5,754 | $2.22M | 0.03% | +162+2.9% | Added |
| Concentric Capital Strategies, LP | 5,862 | $2.26M | 0.25% | +5,862 | New |
| Y-Intercept (Hong Kong) Ltd | 5,897 | $2.27M | 0.22% | +1,367+30.2% | Added |
| Public Sector Pension Investment Board | 5,900 | $2.28M | 0.02% | +5,900 | New |
| Fisher Asset Management, LLC | 5,935 | $2.29M | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6,009 | $2.32M | 0.36% | +2,055+52.0% | Added |
| New Millennium Group LLC | 6,032 | $2.33M | 2.13% | +3,055+102.6% | Added |
| Peterson Wealth Services | 6,174 | $2.38M | 1.78% | −1,489−19.4% | Reduced |
| Montrusco Bolton Investments Inc. | 6,238 | $2.41M | 0.04% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 6,282 | $2.42M | 1.14% | +2,815+81.2% | Added |
| Tower View Investment Management & Research LLC | 6,286 | $2.42M | 1.70% | +18+0.3% | Added |
| Bridgeway Capital Management, LLC | 6,300 | $2.43M | 0.06% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 6,306 | $2.43M | 0.68% | −20−0.3% | Reduced |
| Erste Asset Management GmbH | 6,434 | $2.44M | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,387 | $2.46M | 0.36% | +376+6.3% | Added |
| Colony Group LLC | 6,396 | $2.47M | 0.04% | +59+0.9% | Added |
| JustInvest LLC | 6,399 | $2.47M | 0.07% | +458+7.7% | Added |
| Fortis Capital Advisors, LLC | 6,437 | $2.48M | 1.59% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 6,450 | $2.49M | 0.05% | −1,072−14.3% | Reduced |
| Cullinan Associates Inc | 6,472 | $2.50M | 0.15% | +146+2.3% | Added |
| Rational Advisors LLC | 6,510 | $2.51M | 0.23% | +560+9.4% | Added |
| WD Rutherford LLC | 6,517 | $2.51M | 1.72% | −360−5.2% | Reduced |
| Capital City Trust Co | 6,540 | $2.52M | 0.83% | +6,540 | New |
| St Germain D J Co Inc | 6,555 | $2.53M | 0.14% | −13−0.2% | Reduced |
| Twin Tree Management, LP | 6,583 | $2.54M | 0.09% | −52,863−88.9% | Reduced |
| Accuvest Global Advisors | 6,611 | $2.55M | 1.40% | +499+8.2% | Added |
| Ontario Teachers Pension Plan Board | 6,613 | $2.55M | 0.03% | +6,613 | New |
| Mackenzie Financial Corp | 6,941 | $2.56M | 0.00% | −584−7.8% | Reduced |
| GWM Advisors LLC | 6,806 | $2.62M | 0.03% | +1,490+28.0% | Added |
| MetLife Investment Management | 6,843 | $2.64M | 0.02% | +30.0% | Added |
| Great Lakes Advisors, LLC | 6,875 | $2.65M | 0.02% | +6,209+932.3% | Added |
| Banque Pictet & Cie SA | 6,877 | $2.65M | 0.03% | −667−8.8% | Reduced |
| Wakefield Asset Management LLLP | 6,877 | $2.65M | 1.20% | −509−6.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,902 | $2.66M | 0.27% | −425−5.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,964 | $2.69M | 0.78% | −3,731−34.9% | Reduced |
| Mirova | 6,973 | $2.69M | 0.54% | −105−1.5% | Reduced |
| Trifecta Capital Advisors, LLC | 7,005 | $2.70M | 0.87% | +10+0.1% | Added |
| E Fund Management Co., Ltd. | 7,039 | $2.71M | 0.21% | +2,506+55.3% | Added |
| Chartwell Investment Partners, LLC | 7,189 | $2.77M | 0.11% | −212−2.9% | Reduced |
| Sumitomo Life Insurance Co | 7,257 | $2.80M | 0.08% | +246+3.5% | Added |