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 |
|---|---|---|---|---|---|
| Manhattan West Asset Management, LLC | 684 | $275.3K | 0.08% | +16+2.4% | Added |
| Sciencast Management LP | 713 | $274.9K | 0.12% | +713 | New |
| Bradley Foster & Sargent Inc | 716 | $271.0K | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 700 | $269.9K | 0.25% | 00.0% | Unchanged |
| Avondale Wealth Management | 700 | $269.9K | 0.24% | −100−12.5% | Reduced |
| IFP Advisors, Inc | 700 | $269.9K | 0.01% | +254+57.0% | Added |
| Compass Ion Advisors, LLC | 698 | $269.2K | 0.05% | +1+0.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 700 | $265.0K | 0.13% | +100+16.7% | Added |
| Johnson Investment Counsel Inc | 680 | $262.2K | 0.00% | −17−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 670 | $258.4K | 0.03% | −52−7.2% | Reduced |
| PFG Investments, LLC | 669 | $258.0K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 666 | $256.8K | 0.03% | −10−1.5% | Reduced |
| Morse Asset Management, Inc | 660 | $255.0K | 0.08% | +660 | New |
| MMBG Investment Advisors Co. | 660 | $254.5K | 0.03% | +660 | New |
| Comerica Securities,inc. | 660 | $254.5K | 0.02% | +9+1.4% | Added |
| One Capital Management, LLC | 658 | $253.7K | 0.01% | −235−26.3% | Reduced |
| Leonteq Securities AG | 658 | $253.7K | 0.03% | −62−8.6% | Reduced |
| Chicago Partners Investment Group LLC | 628 | $252.7K | 0.01% | +37+6.3% | Added |
| Avantax Advisory Services, Inc. | 654 | $252.2K | 0.00% | +654 | New |
| Private Capital Advisors, Inc. | 640 | $252.0K | 0.04% | +640 | New |
| Csenge Advisory Group | 650 | $250.6K | 0.02% | −44−6.3% | Reduced |
| RSM US Wealth Management LLC | 645 | $248.7K | 0.01% | +19+3.0% | Added |
| Brighton Jones LLC | 644 | $248.2K | 0.01% | −172−21.1% | Reduced |
| Zions Bancorporation, N.A. | 640 | $246.8K | 0.02% | +70+12.3% | Added |
| Williams Jones Wealth Management, LLC. | 633 | $244.1K | 0.00% | +633 | New |
| Koshinski Asset Management, Inc. | 629 | $242.5K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 622 | $239.8K | 0.00% | +100+19.2% | Added |
| Weatherly Asset Management L. P. | 618 | $238.3K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 601 | $238.2K | 0.01% | +601 | New |
| Virtue Capital Management, LLC | 633 | $238.0K | 0.04% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 610 | $235.2K | 0.05% | +610 | New |
| Integrated Advisors Network LLC | 603 | $232.5K | 0.01% | +5+0.8% | Added |
| Two Sigma Advisers, LP | 600 | $231.4K | 0.00% | −700−53.8% | Reduced |
| Sage Capital Advisors,llc | 600 | $231.4K | 0.08% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 600 | $231.4K | 0.21% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 600 | $231.4K | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 598 | $230.6K | 0.01% | −50−7.7% | Reduced |
| Pittenger & Anderson Inc | 598 | $230.6K | 0.01% | +501+516.5% | Added |
| Glenview Trust Co | 598 | $230.6K | 0.01% | +2+0.3% | Added |
| Alpha DNA Investment Management LLC | 597 | $230.2K | 0.15% | −110−15.6% | Reduced |
| Delta Financial Advisors LLC | 595 | $229.4K | 0.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 593 | $228.7K | 0.02% | −3−0.5% | Reduced |
| Marco Investment Management LLC | 593 | $228.7K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 591 | $227.9K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 591 | $227.9K | 0.01% | +591 | New |
| River Wealth Advisors LLC | 588 | $226.7K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 587 | $226.4K | 0.00% | +16+2.8% | Added |
| Shulman DeMeo Asset Management LLC | 579 | $223.3K | 0.07% | −49−7.8% | Reduced |
| Crestone Asset Management LLC | 579 | $223.3K | 0.05% | +579 | New |
| Crossmark Global Holdings, Inc. | 594 | $222.0K | 0.01% | −20−3.3% | Reduced |
| Kolinsky Wealth Management, LLC | 571 | $220.2K | 0.22% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 570 | $220.0K | 0.02% | +2+0.4% | Added |
| InterOcean Capital Group, LLC | 567 | $218.6K | 0.01% | −19−3.2% | Reduced |
| WMS Partners, LLC | 567 | $218.6K | 0.02% | +567 | New |
| Laidlaw Wealth Management LLC | 565 | $217.9K | 0.07% | −17−2.9% | Reduced |
| Axxcess Wealth Management, LLC | 562 | $216.7K | 0.01% | −27−4.6% | Reduced |
| Tobam | 557 | $215.0K | 0.02% | −88−13.6% | Reduced |
| Daymark Wealth Partners, LLC | 552 | $212.9K | 0.01% | +552 | New |
| Twin Lakes Capital Management, LLC | 551 | $212.5K | 0.16% | 00.0% | Unchanged |
| Adviser Investments LLC | 548 | $211.3K | 0.00% | +548 | New |
| Old National Bancorp | 545 | $210.2K | 0.01% | −664−54.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 545 | $210.2K | 0.06% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 542 | $209.0K | 0.16% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 539 | $207.8K | 0.00% | +539 | New |
| Wealth Management Associates, Inc. | 535 | $206.3K | 0.12% | +535 | New |
| USA Financial Portformulas Corp | 534 | $205.9K | 0.31% | +534 | New |
| Hamilton Capital, LLC | 533 | $205.5K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 530 | $204.4K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 525 | $202.4K | 0.14% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 524 | $202.1K | 0.02% | +524 | New |
| Peapack Gladstone Financial Corp | 519 | $201.0K | 0.00% | +519 | New |
| McRae Capital Management Inc | 520 | $200.5K | 0.06% | +520 | New |
| Covestor Ltd | 515 | $199.0K | 0.15% | +88+20.6% | Added |
| Ancora Advisors, LLC | 502 | $193.6K | 0.01% | −126−20.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 499 | $192.4K | 0.08% | +60+13.7% | Added |
| North Star Investment Management Corp. | 490 | $188.9K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 469 | $180.0K | 0.02% | +469 | New |
| Buck Wealth Strategies, LLC | 464 | $178.9K | 0.07% | +214+85.6% | Added |
| Natixis | 448 | $172.8K | 0.00% | −2,865−86.5% | Reduced |
| Laurel Wealth Advisors LLC | 423 | $163.1K | 0.03% | −198−31.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 395 | $159.4K | 0.00% | +195+97.5% | Added |
| Horrell Capital Management, Inc. | 412 | $159.0K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 407 | $157.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 395 | $152.3K | 0.06% | +350+777.8% | Added |
| Venturi Wealth Management, LLC | 391 | $150.8K | 0.01% | +56+16.7% | Added |
| Addison Advisors LLC | 390 | $150.4K | 0.07% | +13+3.4% | Added |
| Compass Wealth Management LLC | 374 | $144.2K | 0.05% | −392−51.2% | Reduced |
| Hantz Financial Services, Inc. | 373 | $144.0K | 0.00% | −88−19.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 365 | $140.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 352 | $135.7K | 0.02% | +35+11.0% | Added |
| Plante Moran Financial Advisors, LLC | 350 | $135.0K | 0.02% | −50−12.5% | Reduced |
| Globeflex Capital L P | 346 | $133.4K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 343 | $132.0K | 0.00% | −212−38.2% | Reduced |
| Smithfield Trust Co | 343 | $132.0K | 0.01% | 00.0% | Unchanged |
| North Growth Management Ltd. | 0 | $129.0K | 0.03% | 0 | Unchanged |
| Quadrant Capital Group LLC | 325 | $125.3K | 0.01% | +26+8.7% | Added |
| Park Place Capital Corp | 314 | $121.1K | 0.04% | +109+53.2% | Added |
| Natixis Investment Managers International | 304 | $117.2K | 0.01% | −20−6.2% | Reduced |
| Private Trust Co NA | 303 | $116.8K | 0.02% | −50−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 303 | $116.8K | 0.06% | +85+39.0% | Added |