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 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 1,202 | $463.5K | 0.14% | +5+0.4% | 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 |
| Old North State Trust, LLC | 1,196 | $461.0K | 0.36% | +62+5.5% | Added |
| Cigna Investments Inc | 1,190 | $459.0K | 0.11% | −34−2.8% | Reduced |
| Sandy Spring Bank | 1,183 | $456.2K | 0.03% | +25+2.2% | Added |
| Prosperity Financial Group, Inc. | 1,178 | $454.2K | 0.38% | +147+14.3% | Added |
| Simon Quick Advisors, LLC | 1,174 | $452.7K | 0.04% | +500+74.2% | Added |
| First Citizens Bank & Trust Co | 1,171 | $451.5K | 0.01% | +305+35.2% | Added |
| Landscape Capital Management, L.L.C. | 1,167 | $450.0K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,179 | $446.8K | 0.06% | −70−5.6% | Reduced |
| Beacon Pointe Advisors, LLC | 1,154 | $445.0K | 0.01% | −67−5.5% | Reduced |
| TownSquare Capital, LLC | 1,150 | $443.5K | 0.01% | +418+57.1% | Added |
| D.A. Davidson & Co. | 1,130 | $435.7K | 0.00% | +302+36.5% | Added |
| Toth Financial Advisory Corp | 1,128 | $435.0K | 0.07% | +1,020+944.4% | Added |
| CGC Financial Services, LLC | 1,122 | $432.7K | 0.30% | 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 |
| Lineweaver Wealth Advisors, LLC | 1,104 | $425.7K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,101 | $424.6K | 0.12% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,100 | $424.2K | 0.22% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,096 | $422.6K | 0.02% | +27+2.5% | Added |
| Fred Alger Management, LLC | 1,094 | $421.9K | 0.00% | −5,641−83.8% | Reduced |
| Hancock Whitney Corp | 1,074 | $414.1K | 0.02% | −60−5.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,070 | $412.6K | 0.03% | −24−2.2% | Reduced |
| Veriti Management LLC | 1,067 | $411.4K | 0.05% | +105+10.9% | Added |
| Schmidt P J Investment Management Inc | 1,037 | $410.8K | 0.09% | +1,037 | New |
| Whittier Trust Co | 1,061 | $409.1K | 0.01% | +1+0.1% | Added |
| Coronation Fund Managers Ltd. | 1,052 | $405.7K | 0.01% | −2,020−65.8% | Reduced |
| First Horizon Advisors, Inc. | 1,045 | $403.0K | 0.01% | −3−0.3% | Reduced |
| Little House Capital LLC | 1,036 | $399.5K | 0.16% | −777−42.9% | Reduced |
| Oak Thistle LLC | 1,031 | $397.6K | 0.12% | +43+4.4% | Added |
| Citizens Financial Group Inc | 1,022 | $394.1K | 0.02% | +1,022 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $391.4K | 0.09% | 00.0% | Unchanged |
| 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 |
| CAPROCK Group, Inc. | 995 | $383.7K | 0.03% | +306+44.4% | Added |
| Canvas Wealth Advisors, LLC | 965 | $382.0K | 0.16% | −70−6.8% | Reduced |
| Eschler Asset Management LLP | 977 | $376.7K | 0.44% | +977 | New |
| Kozak & Associates, Inc. | 1,018 | $373.8K | 0.14% | +35+3.6% | Added |
| Wealthsource Partners, LLC | 966 | $372.5K | 0.03% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 944 | $364.0K | 0.22% | −60−6.0% | Reduced |
| Carmel Capital Partners, LLC | 943 | $363.6K | 0.16% | 00.0% | Unchanged |
| Hollencrest Capital Management | 939 | $362.1K | 0.04% | −50−5.1% | Reduced |
| Geneos Wealth Management Inc. | 933 | $359.8K | 0.02% | +29+3.2% | Added |
| Western Wealth Management, LLC | 927 | $357.5K | 0.03% | +45+5.1% | Added |
| C M Bidwell & Associates Ltd | 918 | $354.0K | 0.27% | −5−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 912 | $351.7K | 0.07% | −21−2.3% | Reduced |
| Glenmede Trust Co NA | 911 | $351.3K | 0.00% | +43+5.0% | Added |
| Balentine LLC | 911 | $351.2K | 0.01% | +67+7.9% | Added |
| GPS Wealth Strategies Group, LLC | 908 | $350.1K | 0.07% | +87+10.6% | Added |
| UniSuper Management Pty Ltd | 900 | $347.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Centaurus Financial, Inc. | 880 | $339.0K | 0.03% | +26+3.0% | Added |
| Advisory Research Inc | 876 | $337.8K | 0.05% | +876 | New |
| Tevis Investment Management | 875 | $337.4K | 0.34% | +3+0.3% | Added |
| Sunbelt Securities, Inc. | 864 | $333.2K | 0.05% | +105+13.8% | Added |
| Foundations Investment Advisors, LLC | 853 | $328.9K | 0.01% | −3−0.4% | Reduced |
| Perigon Wealth Management, LLC | 847 | $326.6K | 0.01% | +847 | New |
| Wealth Dimensions Group, Ltd. | 846 | $326.4K | 0.12% | +275+48.2% | Added |
| Checchi Capital Advisers, LLC | 843 | $325.1K | 0.03% | −10−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 835 | $322.0K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 833 | $321.2K | 0.01% | +281+50.9% | Added |
| Vahanian & Associates Financial Planning Inc. | 832 | $320.8K | 1.03% | −252−23.2% | Reduced |
| Prospera Financial Services Inc | 830 | $320.1K | 0.01% | +101+13.9% | Added |
| Gryphon Financial Partners LLC | 828 | $319.3K | 0.08% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 827 | $318.9K | 0.02% | −15−1.8% | Reduced |
| Himension Fund | 826 | $318.5K | 0.03% | +826 | New |
| Waldron Private Wealth LLC | 826 | $318.5K | 0.02% | +24+3.0% | Added |
| NorthRock Partners, LLC | 824 | $317.7K | 0.03% | +272+49.3% | Added |
| Sage Mountain Advisors LLC | 809 | $312.0K | 0.04% | +26+3.3% | Added |
| Vigilare Wealth Management | 802 | $309.3K | 0.20% | −40−4.8% | Reduced |
| Arcadia Investment Management Corp | 800 | $308.5K | 0.07% | 00.0% | Unchanged |
| Future Fund LLC | 792 | $305.4K | 0.85% | −57−6.7% | Reduced |
| Cim, LLC | 788 | $303.9K | 0.06% | +101+14.7% | Added |
| First National Bank of Hutchinson | 788 | $303.9K | 0.23% | +9+1.2% | 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 |
| V-Square Quantitative Management LLC | 770 | $296.9K | 0.13% | +74+10.6% | Added |
| Northeast Investment Management | 768 | $296.1K | 0.02% | 00.0% | Unchanged |
| David Loasby | 798 | $295.3K | 0.03% | +39+5.1% | Added |
| Equitable Trust Co | 757 | $291.9K | 0.02% | −16−2.1% | Reduced |
| Portman Square Capital LLP | 756 | $291.5K | 0.04% | −191−20.2% | Reduced |
| Savant Capital, LLC | 752 | $290.0K | 0.00% | +51+7.3% | Added |
| Smith Anglin Financial, LLC | 750 | $289.2K | 0.04% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 750 | $289.2K | 0.03% | −150−16.7% | Reduced |
| Golden State Equity Partners | 749 | $288.8K | 0.08% | −125−14.3% | Reduced |
| Parkside Financial Bank & Trust | 744 | $286.9K | 0.07% | +16+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 742 | $286.1K | 0.03% | −84−10.2% | Reduced |
| Arrowroot Family Office, LLC | 741 | $285.7K | 0.23% | −18−2.4% | Reduced |
| Merit Financial Group, LLC | 738 | $284.6K | 0.01% | +53+7.7% | Added |
| Ellevest, Inc. | 737 | $284.2K | 0.02% | −380−34.0% | Reduced |
| Bailard, Inc. | 736 | $283.8K | 0.01% | +173+30.7% | Added |
| UMA Financial Services, Inc. | 761 | $283.6K | 0.07% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 734 | $282.9K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 726 | $280.0K | 0.02% | +148+25.6% | Added |
| Jarislowsky, Fraser Ltd | 720 | $277.6K | 0.00% | −20−2.7% | Reduced |
| Great Diamond Partners, LLC | 715 | $275.7K | 0.07% | +2+0.3% | Added |