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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 6,941 | $2.56M | 0.00% | −584−7.8% | Reduced |
| Ontario Teachers Pension Plan Board | 6,613 | $2.55M | 0.03% | +6,613 | New |
| Accuvest Global Advisors | 6,611 | $2.55M | 1.40% | +499+8.2% | Added |
| Twin Tree Management, LP | 6,583 | $2.54M | 0.09% | −52,863−88.9% | Reduced |
| St Germain D J Co Inc | 6,555 | $2.53M | 0.14% | −13−0.2% | Reduced |
| Capital City Trust Co | 6,540 | $2.52M | 0.83% | +6,540 | New |
| WD Rutherford LLC | 6,517 | $2.51M | 1.72% | −360−5.2% | Reduced |
| Rational Advisors LLC | 6,510 | $2.51M | 0.23% | +560+9.4% | Added |
| Cullinan Associates Inc | 6,472 | $2.50M | 0.15% | +146+2.3% | Added |
| Kempen Capital Management N.V. | 6,450 | $2.49M | 0.05% | −1,072−14.3% | Reduced |
| Fortis Capital Advisors, LLC | 6,437 | $2.48M | 1.59% | 00.0% | Unchanged |
| JustInvest LLC | 6,399 | $2.47M | 0.07% | +458+7.7% | Added |
| Colony Group LLC | 6,396 | $2.47M | 0.04% | +59+0.9% | Added |
| SlateStone Wealth, LLC | 6,387 | $2.46M | 0.36% | +376+6.3% | Added |
| Erste Asset Management GmbH | 6,434 | $2.44M | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 6,306 | $2.43M | 0.68% | −20−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 6,300 | $2.43M | 0.06% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 6,286 | $2.42M | 1.70% | +18+0.3% | Added |
| Hunting Hill Global Capital, LLC | 6,282 | $2.42M | 1.14% | +2,815+81.2% | Added |
| Montrusco Bolton Investments Inc. | 6,238 | $2.41M | 0.04% | 00.0% | Unchanged |
| Peterson Wealth Services | 6,174 | $2.38M | 1.78% | −1,489−19.4% | Reduced |
| New Millennium Group LLC | 6,032 | $2.33M | 2.13% | +3,055+102.6% | Added |
| SYSTM Wealth Solutions LLC | 6,009 | $2.32M | 0.36% | +2,055+52.0% | Added |
| Fisher Asset Management, LLC | 5,935 | $2.29M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,900 | $2.28M | 0.02% | +5,900 | New |
| Y-Intercept (Hong Kong) Ltd | 5,897 | $2.27M | 0.22% | +1,367+30.2% | Added |
| Concentric Capital Strategies, LP | 5,862 | $2.26M | 0.25% | +5,862 | New |
| Atria Wealth Solutions, Inc. | 5,754 | $2.22M | 0.03% | +162+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 5,723 | $2.21M | 0.03% | +2,590+82.7% | Added |
| Wedbush Securities Inc | 5,669 | $2.19M | 0.11% | +281+5.2% | Added |
| Graham Capital Management, L.P. | 5,559 | $2.14M | 0.06% | +2,579+86.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 5,514 | $2.13M | 0.59% | +2,757+100.0% | Added |
| Twin Capital Management Inc | 5,411 | $2.09M | 0.30% | −341−5.9% | Reduced |
| State of Michigan Retirement System | 5,308 | $2.05M | 0.01% | −1,300−19.7% | Reduced |
| Advisory Services Network, LLC | 5,303 | $2.04M | 0.05% | +301+6.0% | Added |
| 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 |
| Executive Wealth Management, LLC | 5,278 | $2.04M | 0.21% | −20−0.4% | Reduced |
| Quantum Private Wealth, LLC | 5,257 | $2.03M | 0.97% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,250 | $2.02M | 0.08% | 00.0% | Unchanged |
| Absoluto Partners Gestao de Recursos Ltda | 5,182 | $2.00M | 0.91% | +1,302+33.6% | Added |
| Asio Capital, LLC | 5,067 | $1.95M | 0.52% | +67+1.3% | Added |
| Jump Financial, LLC | 5,051 | $1.95M | 0.07% | −164−3.1% | Reduced |
| Ethic Inc. | 5,045 | $1.95M | 0.07% | +44+0.9% | Added |
| Pacer Advisors, Inc. | 5,012 | $1.93M | 0.01% | +1,292+34.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 5,009 | $1.93M | 0.13% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 5,000 | $1.93M | 0.11% | −5,000−50.0% | Reduced |
| Advisors Asset Management, Inc. | 4,944 | $1.91M | 0.04% | +129+2.7% | Added |
| Wesbanco Bank Inc | 4,903 | $1.89M | 0.08% | −79−1.6% | Reduced |
| Edgestream Partners, L.P. | 4,857 | $1.87M | 0.15% | +3,096+175.8% | Added |
| William Allan, LLC | 4,802 | $1.85M | 1.47% | −69−1.4% | Reduced |
| Independent Financial Group, LLC | 4,759 | $1.84M | 0.12% | +1,394+41.4% | Added |
| Modus Advisors, LLC | 4,577 | $1.76M | 0.77% | +55+1.2% | Added |
| Prio Wealth Limited Partnership | 4,570 | $1.76M | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,566 | $1.76M | 0.06% | +1,441+46.1% | Added |
| Resources Management Corp | 4,509 | $1.74M | 0.28% | −289−6.0% | Reduced |
| Spire Wealth Management | 4,452 | $1.72M | 0.07% | +527+13.4% | Added |
| CIBC Private Wealth Group, LLC | 4,359 | $1.68M | 0.00% | +1,226+39.1% | Added |
| Capitol Family Office, Inc. | 4,342 | $1.67M | 3.15% | +4,342 | New |
| FORA Capital, LLC | 4,314 | $1.66M | 0.15% | −15,956−78.7% | Reduced |
| Harbor Capital Advisors, Inc. | 4,292 | $1.66M | 0.36% | +34+0.8% | Added |
| Mitchell Capital Management Co | 4,291 | $1.65M | 0.39% | −19−0.4% | Reduced |
| Prudential PLC | 4,287 | $1.65M | 0.02% | −1,350−23.9% | Reduced |
| Eqis Capital Management, Inc. | 4,282 | $1.65M | 0.20% | +1,387+47.9% | Added |
| Snowden Capital Advisors LLC | 4,266 | $1.65M | 0.07% | +1,036+32.1% | Added |
| Stephens Inc | 4,262 | $1.64M | 0.03% | +842+24.6% | Added |
| Outfitter Financial LLC | 4,225 | $1.63M | 1.53% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,221 | $1.63M | 0.36% | −2,892−40.7% | Reduced |
| NEOS Investment Management LLC | 4,220 | $1.63M | 0.21% | +4,220 | New |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.62M | 0.31% | +4,200 | New |
| EFG Asset Management (North America) Corp. | 4,171 | $1.61M | 0.38% | +89+2.2% | Added |
| Park Avenue Securities LLC | 4,148 | $1.60M | 0.02% | +4,148 | New |
| Synovus Financial Corp | 4,149 | $1.60M | 0.02% | −139−3.2% | Reduced |
| Peloton Wealth Strategists | 4,110 | $1.58M | 0.73% | +2,960+257.4% | Added |
| Two Sigma Investments, LP | 4,100 | $1.58M | 0.00% | −645−13.6% | Reduced |
| 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 |
| Fiduciary Trust Co | 4,079 | $1.57M | 0.03% | +14+0.3% | Added |
| First Bank & Trust | 4,075 | $1.57M | 0.41% | −386−8.7% | Reduced |
| Bridgewater Associates, LP | 4,070 | $1.57M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,070 | $1.57M | 0.04% | +4,070 | New |
| Marsico Capital Management LLC | 4,057 | $1.56M | 0.07% | +4,057 | New |
| Kestra Private Wealth Services, LLC | 4,033 | $1.56M | 0.05% | +77+1.9% | Added |
| Engineers Gate Manager LP | 4,013 | $1.55M | 0.06% | −3,731−48.2% | Reduced |
| V Wealth Advisors LLC | 3,986 | $1.54M | 1.24% | −2,480−38.4% | Reduced |
| Royal Fund Management, LLC | 3,914 | $1.51M | 0.22% | +53+1.4% | Added |
| Credit Agricole S A | 3,901 | $1.50M | 0.05% | −694−15.1% | Reduced |
| L.M. Kohn & Company | 3,861 | $1.49M | 0.54% | +90+2.4% | Added |
| Consolidated Planning Corp | 3,814 | $1.47M | 0.33% | +3,814 | New |
| Yousif Capital Management, LLC | 3,806 | $1.47M | 0.02% | +5+0.1% | Added |
| Signaturefd, LLC | 3,800 | $1.47M | 0.04% | +138+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,758 | $1.45M | 0.01% | −45,995−92.4% | Reduced |
| Fulton Bank, N.A. | 3,754 | $1.45M | 0.07% | +55+1.5% | Added |
| Banco Santander, S.A. | 3,725 | $1.44M | 0.02% | 00.0% | Unchanged |
| Quest Investment Management LLC | 3,695 | $1.42M | 0.20% | +176+5.0% | Added |
| Strategic Advisors LLC | 3,585 | $1.38M | 0.27% | +522+17.0% | Added |
| Westpac Banking Corp | 3,568 | $1.38M | 0.10% | +238+7.1% | Added |
| Shay Capital LLC | 3,550 | $1.37M | 0.41% | +1,600+82.1% | Added |
| Centiva Capital, LP | 3,535 | $1.36M | 0.07% | +1,715+94.2% | Added |
| Bank Ozk | 3,508 | $1.35M | 0.74% | +625+21.7% | Added |