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; 851 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 | 851 | $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 |
|---|---|---|---|---|---|
| Nkcfo LLC | 300 | $116.0K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $115.7K | 0.07% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 297 | $115.0K | 0.03% | −33−10.0% | Reduced |
| Private Ocean, LLC | 293 | $113.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 283 | $109.1K | 0.09% | −67−19.1% | Reduced |
| Tradition Wealth Management, LLC | 280 | $108.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 278 | $107.2K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 276 | $106.4K | 0.00% | +1+0.4% | Added |
| Bartlett & Co. LLC | 276 | $106.0K | 0.00% | +1+0.4% | Added |
| Carolinas Wealth Consulting LLC | 267 | $105.1K | 0.03% | −13−4.6% | Reduced |
| Wunderlich Capital Managemnt | 270 | $104.1K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 264 | $101.8K | 0.07% | +2+0.8% | Added |
| Emerald Mutual Fund Advisers Trust | 263 | $101.4K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 251 | $96.8K | 0.00% | +25+11.1% | Added |
| Key Financial Inc | 243 | $93.7K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 228 | $87.9K | 0.00% | −284−55.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 227 | $87.0K | 0.00% | +96+73.3% | Added |
| Orion Capital Management LLC | 210 | $81.0K | 0.05% | +210 | New |
| Mendota Financial Group, LLC | 208 | $80.2K | 0.08% | −245−54.1% | Reduced |
| Pacifica Partners Inc. | 220 | $79.3K | 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 |
| Peoples Financial Services Corp. | 200 | $77.1K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 191 | $74.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $73.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 186 | $71.7K | 0.01% | +96+106.7% | Added |
| Baldwin Brothers Inc | 182 | $70.2K | 0.01% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 178 | $69.0K | 0.02% | +178 | New |
| Loomis Sayles & Co L P | 166 | $64.0K | 0.00% | +6+3.8% | Added |
| Grove Bank & Trust | 162 | $62.5K | 0.01% | +62+62.0% | Added |
| Column Capital Advisors, LLC | 155 | $59.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 145 | $55.9K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 140 | $54.0K | 0.01% | 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 |
| Truvestments Capital LLC | 123 | $47.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 122 | $47.0K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 119 | $46.0K | 0.03% | +119 | New |
| Jackson Square Partners, LLC | 119 | $45.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 118 | $45.4K | 0.00% | +11+10.3% | Added |
| Impact Partnership Wealth, LLC | 116 | $44.7K | 0.01% | +105+954.5% | Added |
| Glassman Wealth Services | 111 | $42.8K | 0.01% | −2−1.8% | Reduced |
| Armstrong Advisory Group, Inc | 108 | $41.6K | 0.00% | −34−23.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 104 | $41.0K | 0.03% | +3+3.0% | Added |
| WR Wealth Planners, LLC | 104 | $40.1K | 0.02% | +6+6.1% | Added |
| Highlander Capital Management, LLC | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 101 | $38.9K | 0.01% | +2+2.0% | Added |
| Godsey & Gibb Associates | 100 | $38.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $38.6K | 0.03% | +100 | New |
| TSFG, LLC | 99 | $38.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 98 | $37.8K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 93 | $35.9K | 0.03% | −194−67.6% | Reduced |
| Catalyst Capital Advisors LLC | 90 | $34.7K | 0.00% | +23+34.3% | Added |
| AdvisorNet Financial, Inc | 88 | $33.9K | 0.00% | +3+3.5% | Added |
| Sugarloaf Wealth Management, LLC | 87 | $33.5K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 85 | $32.8K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $32.4K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 82 | $31.6K | 0.00% | +24+41.4% | Added |
| Raleigh Capital Management Inc. | 82 | $31.6K | 0.02% | +3+3.8% | Added |
| HHM Wealth Advisors, LLC | 80 | $30.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 78 | $30.1K | 0.01% | −227−74.4% | Reduced |
| JJJ Advisors Inc. | 77 | $29.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 76 | $29.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 77 | $29.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bogart Wealth, LLC | 74 | $28.5K | 0.00% | +54+270.0% | Added |
| Versant Capital Management, Inc | 70 | $27.0K | 0.01% | +1+1.4% | Added |
| Milestone Investment Advisors LLC | 70 | $27.0K | 0.01% | +70 | New |
| SOA Wealth Advisors, LLC. | 68 | $26.2K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 68 | $26.2K | 0.00% | +68 | New |
| Heritage Wealth Advisors | 67 | $25.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $25.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $25.1K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 65 | $25.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Altshuler Shaham Ltd | 58 | $22.4K | 0.00% | −21−26.6% | Reduced |
| 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 |
| Earnest Partners LLC | 55 | $21.2K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 55 | $21.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 52 | $20.1K | 0.00% | +10+23.8% | Added |
| Central Bank & Trust Co | 52 | $20.1K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 50 | $19.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $19.3K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $19.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $17.0K | 0.00% | −8−15.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 40 | $15.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $15.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $15.4K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 39 | $15.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 37 | $14.3K | 0.01% | −54−59.3% | Reduced |
| Arlington Trust Co LLC | 37 | $14.3K | 0.01% | +37 | New |
| Bollard Group LLC | 37 | $14.0K | 0.00% | 00.0% | Unchanged |