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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 1,959 | $755.4K | 0.07% | −937−32.4% | Reduced |
| Dantai Capital Ltd | 1,950 | $751.9K | 1.61% | +450+30.0% | Added |
| Virtus ETF Advisers LLC | 1,949 | $751.6K | 0.46% | −107−5.2% | Reduced |
| GM Advisory Group, Inc. | 1,942 | $748.9K | 0.06% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 1,934 | $745.8K | 0.19% | −122−5.9% | Reduced |
| Davenport & Co LLC | 1,921 | $740.8K | 0.01% | +192+11.1% | Added |
| Sequoia Financial Advisors, LLC | 1,905 | $734.6K | 0.01% | −98−4.9% | Reduced |
| Vident Advisory, LLC | 1,902 | $733.4K | 0.02% | +1,902 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,901 | $733.0K | 0.05% | +1,226+181.6% | Added |
| Advisory Resource Group | 1,895 | $730.7K | 0.20% | +112+6.3% | Added |
| Stratos Wealth Partners, LTD. | 1,868 | $720.3K | 0.02% | +217+13.1% | Added |
| We Are One Seven, LLC | 1,866 | $719.5K | 0.06% | −3−0.2% | Reduced |
| Schear Investment Advisers, LLC | 1,841 | $709.9K | 0.77% | −90−4.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,832 | $706.4K | 0.02% | −6,916−79.1% | Reduced |
| EPG Wealth Management LLC | 1,802 | $694.9K | 0.21% | +167+10.2% | Added |
| Meeder Advisory Services, Inc. | 1,797 | $692.9K | 0.09% | −153−7.8% | Reduced |
| Lake Street Financial LLC | 1,820 | $689.8K | 0.12% | −68−3.6% | Reduced |
| Bleakley Financial Group, LLC | 1,773 | $683.7K | 0.02% | −151−7.8% | Reduced |
| Sawtooth Solutions, LLC | 1,773 | $683.7K | 0.02% | −148−7.7% | Reduced |
| Caldwell Trust Co | 1,768 | $681.8K | 0.09% | +215+13.8% | Added |
| Campbell Newman Asset Management Inc | 1,755 | $676.7K | 0.06% | −4−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 1,750 | $674.8K | 0.04% | −7−0.4% | Reduced |
| Kinneret Advisory, LLC | 1,746 | $673.3K | 0.08% | −1−0.1% | Reduced |
| Wahed Invest LLC | 1,746 | $673.3K | 0.22% | +143+8.9% | Added |
| Boothbay Fund Management, LLC | 1,745 | $672.9K | 0.02% | +698+66.7% | Added |
| KRS Capital Management, LLC | 1,723 | $664.4K | 0.71% | −15−0.9% | Reduced |
| Perfromance Wealth Partners, LLC | 1,719 | $662.9K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,717 | $662.1K | 0.06% | +2+0.1% | Added |
| Columbia Trust Co 01012016 | 1,687 | $650.5K | 0.38% | +11+0.7% | Added |
| Dynamic Advisor Solutions LLC | 1,683 | $649.0K | 0.03% | +901+115.2% | Added |
| New York Life Investment Management LLC | 1,681 | $648.2K | 0.01% | −209−11.1% | Reduced |
| Foundry Partners, LLC | 1,667 | $642.8K | 0.04% | −491−22.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,653 | $637.4K | 0.10% | +144+9.5% | Added |
| AlphaStar Capital Management, LLC | 1,651 | $636.6K | 0.08% | −3,888−70.2% | Reduced |
| HBK Sorce Advisory LLC | 1,627 | $627.4K | 0.03% | +37+2.3% | Added |
| Riverpark Capital Management LLC | 1,613 | $622.0K | 1.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,590 | $613.3K | 0.02% | −31−1.9% | Reduced |
| Avitas Wealth Management LLC | 1,584 | $610.8K | 0.12% | −57−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,584 | $610.8K | 0.04% | −40−2.5% | Reduced |
| Montag A & Associates Inc | 1,580 | $609.3K | 0.04% | +184+13.2% | Added |
| KG&L Capital Management,LLC | 1,575 | $607.3K | 0.29% | −382−19.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,561 | $601.9K | 0.02% | −120−7.1% | Reduced |
| Proequities, Inc. | 1,550 | $597.7K | 0.05% | −151−8.9% | Reduced |
| Waycross Partners, LLC | 1,550 | $597.7K | 0.13% | +650+72.2% | Added |
| Ossiam | 1,547 | $596.5K | 0.01% | −2,464−61.4% | Reduced |
| HB Wealth Management, LLC | 1,535 | $591.9K | 0.01% | +68+4.6% | Added |
| Resources Investment Advisors, LLC. | 1,533 | $591.1K | 0.01% | −81−5.0% | Reduced |
| TFG Advisers LLC | 1,531 | $590.4K | 0.28% | +25+1.7% | Added |
| Inceptionr LLC | 1,529 | $589.6K | 0.33% | +197+14.8% | Added |
| State of Alaska, Department of Revenue | 1,521 | $586.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 1,500 | $578.4K | 0.15% | −1,035−40.8% | Reduced |
| Apollon Wealth Management, LLC | 1,499 | $578.0K | 0.03% | −809−35.1% | Reduced |
| Penserra Capital Management LLC | 1,500 | $577.0K | 0.01% | +1,494+24,900.0% | Added |
| Eagle Strategies LLC | 1,489 | $574.2K | 0.14% | +132+9.7% | Added |
| Congress Wealth Management LLC | 1,489 | $574.2K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,483 | $571.9K | 0.03% | −14−0.9% | Reduced |
| Narwhal Capital Management | 1,482 | $571.5K | 0.07% | +1,482 | New |
| Texas Yale Capital Corp. | 1,478 | $569.9K | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 1,474 | $568.4K | 0.06% | −56−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,465 | $564.9K | 0.01% | +41+2.9% | Added |
| Telemus Capital, LLC | 1,457 | $561.8K | 0.05% | −68−4.5% | Reduced |
| Wealth Alliance | 1,442 | $556.0K | 0.09% | −168−10.4% | Reduced |
| Inscription Capital, LLC | 1,437 | $554.1K | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,435 | $553.4K | 0.05% | +1+0.1% | Added |
| Clare Market Investments LLC | 1,422 | $548.3K | 0.21% | +734+106.7% | Added |
| Flagship Harbor Advisors, LLC | 1,412 | $544.5K | 0.05% | +44+3.2% | Added |
| CNB Bank | 1,408 | $542.9K | 0.32% | +117+9.1% | Added |
| Mach-1 Financial Group, Inc. | 1,405 | $541.8K | 0.23% | −170−10.8% | Reduced |
| 1st Source Bank | 1,390 | $536.0K | 0.04% | −115−7.6% | Reduced |
| Joule Financial, LLC | 1,381 | $532.5K | 0.27% | +635+85.1% | Added |
| Wetherby Asset Management Inc | 1,380 | $532.1K | 0.03% | +17+1.2% | Added |
| Headlands Technologies LLC | 1,376 | $530.6K | 0.26% | −68−4.7% | Reduced |
| Independent Advisor Alliance | 1,374 | $529.6K | 0.02% | −156−10.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,372 | $529.0K | 0.05% | +435+46.4% | Added |
| Crestwood Advisors Group LLC | 1,368 | $527.5K | 0.01% | −1,836−57.3% | Reduced |
| SeaCrest Wealth Management, LLC | 1,365 | $526.4K | 0.07% | −246−15.3% | Reduced |
| Norinchukin Bank, The | 1,363 | $525.6K | 0.01% | −240−15.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,362 | $525.4K | 0.02% | +370+37.3% | Added |
| Equitable Holdings, Inc. | 1,361 | $524.8K | 0.01% | +632+86.7% | Added |
| CWM, LLC | 1,349 | $520.0K | 0.00% | +115+9.3% | Added |
| Malaga Cove Capital, LLC | 1,343 | $517.9K | 0.24% | −15−1.1% | Reduced |
| International Assets Investment Management, LLC | 1,341 | $508.4K | 0.07% | −48−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,300 | $501.3K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,294 | $499.0K | 0.02% | +162+14.3% | Added |
| Cipher Capital LP | 1,288 | $496.7K | 0.35% | +1,288 | New |
| Umb Bank N A | 1,282 | $494.4K | 0.01% | −746−36.8% | Reduced |
| Buckhead Capital Management LLC | 1,279 | $493.2K | 0.21% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,279 | $493.1K | 0.11% | +56+4.6% | Added |
| WESPAC Advisors SoCal, LLC | 1,271 | $490.1K | 0.17% | 00.0% | Unchanged |
| Lincoln National Corp | 1,266 | $488.2K | 0.01% | +235+22.8% | Added |
| Gulf International Bank (UK) Ltd | 1,253 | $483.0K | 0.01% | −365−22.6% | Reduced |
| Vinva Investment Management Ltd | 1,264 | $479.1K | 0.05% | +635+101.0% | Added |
| Institute for Wealth Management, LLC. | 1,240 | $478.2K | 0.09% | −66−5.1% | 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 |
| Paces Ferry Wealth Advisors, LLC | 1,224 | $472.0K | 0.37% | −1−0.1% | Reduced |
| Community Financial Services Group, LLC | 1,223 | $471.6K | 0.12% | +1,223 | New |
| Verus Capital Partners, LLC | 1,212 | $467.4K | 0.07% | +206+20.5% | Added |
| Harvest Fund Management Co., Ltd | 1,207 | $465.0K | 0.08% | −48−3.8% | Reduced |
| O'Neil Global Advisors, Inc. | 1,202 | $464.0K | 0.42% | −935−43.8% | Reduced |