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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in lululemon athletica inc. as of Dec 31, 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
1,233
+159 vs. Q3 2023
Shares held
107.8M
+2.43M (+2.3%) vs. Q3 2023
Total value
$55.1B
+$14.3B (+35.1%) vs. Q3 2023
New holders
263
425 more added
Sold out
104
378 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,233 institutions
Q1 2021: 888 institutionsQ2 2021: 932 institutionsQ3 2021: 955 institutionsQ4 2021: 1,057 institutionsQ1 2022: 977 institutionsQ2 2022: 974 institutionsQ3 2022: 978 institutionsQ4 2022: 1,062 institutionsQ1 2023: 1,063 institutionsQ2 2023: 1,087 institutionsQ3 2023: 1,088 institutionsQ4 2023: 1,233 institutionsQ1 2024: 1,191 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,084 institutionsQ4 2024: 1,233 institutionsQ1 2025: 1,138 institutionsQ2 2025: 1,051 institutionsQ3 2025: 926 institutionsQ4 2025: 1,012 institutionsQ1 2026: 958 institutionsQ2 2026: 850 institutions
Value heldQ4 2023: $55.1B
Q1 2021: $32.5BQ2 2021: $38.3BQ3 2021: $43.1BQ4 2021: $41.4BQ1 2022: $37.9BQ2 2022: $28.4BQ3 2022: $29.5BQ4 2022: $34.5BQ1 2023: $38.7BQ2 2023: $40.2BQ3 2023: $40.9BQ4 2023: $55.1BQ1 2024: $41.2BQ2 2024: $31.3BQ3 2024: $27.0BQ4 2024: $39.1BQ1 2025: $29.7BQ2 2025: $22.7BQ3 2025: $15.1BQ4 2025: $18.6BQ1 2026: $13.0BQ2 2026: $9.45B
Institutions holding LULU and their total value by quarter
QuarterHoldersValue
Q2 2026850$9.45B
Q1 2026958$13.0B
Q4 20251,012$18.6B
Q3 2025926$15.1B
Q2 20251,051$22.7B
Q1 20251,138$29.7B
Q4 20241,233$39.1B
Q3 20241,084$27.0B
Q2 20241,081$31.3B
Q1 20241,191$41.2B
Q4 20231,233$55.1B
Q3 20231,088$40.9B
Q2 20231,087$40.2B
Q1 20231,063$38.7B
Q4 20221,062$34.5B
Q3 2022978$29.5B
Q2 2022974$28.4B
Q1 2022977$37.9B
Q4 20211,057$41.4B
Q3 2021955$43.1B
Q2 2021932$38.3B
Q1 2021888$32.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q3 2023.

Institutions holding LULU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$100.00%0New
Glen Eagle Advisors, LLC1$3480.00%−1−50.0%Reduced
Tfo-TDC, LLC1$5110.00%−1−50.0%Reduced
Northwest Capital Management Inc1$5110.00%00.0%Unchanged
WestEnd Advisors, LLC1$5110.00%+1New
West Paces Advisors Inc.1$5110.00%+1New
Clear Point Advisors Inc.1$5110.00%+1New
SRS Capital Advisors, Inc.1$5120.00%00.0%Unchanged
Tradewinds Capital Management, LLC1$5120.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
VitalStone Financial, LLC1$1.00K0.00%00.0%Unchanged
Albion Financial Group2$1.02K0.00%00.0%Unchanged
Castleview Partners, LLC2$1.02K0.00%00.0%Unchanged
PSI Advisors, LLC2$1.02K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners2$1.02K0.00%+2New
Cape Investment Advisory, Inc.2$1.02K0.00%+2New
Hobbs Group Advisors, LLC2$1.02K0.00%+2New
PayPay Securities Corp2$1.17K0.06%00.0%Unchanged
PEAK6 Investments LLC3$1.33K0.00%+1+50.0%Added
DecisionPoint Financial, LLC3$1.53K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC3$1.53K0.00%+3New
RFP Financial Group LLC3$1.65K0.00%00.0%Unchanged
Capital Analysts, LLC4$2.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$2.04K0.00%−2−33.3%Reduced
HighMark Wealth Management LLC4$2.04K0.00%−1−20.0%Reduced
Whittier Trust Co of Nevada Inc4$2.04K0.00%00.0%Unchanged
REAP Financial Group, LLC4$2.04K0.00%+4New
Provenance Wealth Advisors, LLC4$2.04K0.00%+4New
Atticus Wealth Management, LLC4$2.05K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC5$2.56K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC5$2.56K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC5$2.56K0.00%+5New
Bruce G. Allen Investments, LLC5$2.56K0.00%+5New
Valued Wealth Advisors LLC7$2.70K0.00%+7New
Transamerica Financial Advisors, Inc.6$3.00K0.00%00.0%Unchanged
Sofos Investments, Inc.5$3.29K0.00%−2−28.6%Reduced
Costello Asset Management, INC7$3.58K0.00%00.0%Unchanged
Your Advocates Ltd., LLP7$3.58K0.00%00.0%Unchanged
Fortitude Family Office, LLC7$3.58K0.00%+7New
Avion Wealth8$4.00K0.00%+2+33.3%Added
VisionPoint Advisory Group, LLC8$4.09K0.00%−1−11.1%Reduced
DiNuzzo Private Wealth, Inc.8$4.09K0.00%+8New
Arlington Partners LLC9$4.60K0.00%−28−75.7%Reduced
Oliver Lagore Vanvalin Investment Group9$4.60K0.00%+8+800.0%Added
Voisard Asset Management Group, Inc.9$4.60K0.00%+9New
Clear Street Markets LLC10$5.00K0.00%−4−28.6%Reduced
Capital Advisors, Ltd. LLC10$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.10$5.00K0.00%+7+233.3%Added
Carolina Wealth Advisors, LLC10$5.11K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.10$5.11K0.00%00.0%Unchanged
Sittner & Nelson, LLC10$5.11K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$5.62K0.00%00.0%Unchanged
Jones Financial Companies LLLP11$5.62K0.00%+11New
Central Trust Co11$5.63K0.00%+3+37.5%Added
Ogorek Anthony Joseph13$6.00K0.00%+13New
Cetera Trust Company, N.A12$6.13K0.00%+12New
Macroview Investment Management LLC12$6.14K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$6.65K0.00%00.0%Unchanged
Red Tortoise LLC13$6.65K0.00%00.0%Unchanged
Private Wealth Management Group, LLC13$6.65K0.00%+13New
Pineridge Advisors LLC14$7.16K0.00%+14New
Prestige Wealth Management Group LLC15$7.67K0.00%−1−6.3%Reduced
Davidson Capital Management Inc.15$7.67K0.00%00.0%Unchanged
Asset Dedication, LLC15$8.00K0.00%00.0%Unchanged
Heritage Wealth Advisors17$8.69K0.00%−50−74.6%Reduced
Thompson Siegel & Walmsley LLC20$10.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC21$10.7K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.23$11.8K0.00%00.0%Unchanged
Mascoma Wealth Management LLC23$11.8K0.00%00.0%Unchanged
Manchester Capital Management LLC23$11.8K0.00%+20+666.7%Added
Financial Connections Group, Inc.25$12.0K0.01%+25New
DT Investment Partners, LLC25$12.0K0.00%00.0%Unchanged
Mendota Financial Group, LLC24$12.3K0.01%−184−88.5%Reduced
Tortoise Investment Management, LLC24$12.3K0.00%00.0%Unchanged
Clarity Asset Management, Inc.24$12.3K0.01%+24New
ClariVest Asset Management LLC25$12.8K0.00%−5−16.7%Reduced
Abound Wealth Management25$12.8K0.01%+25New
Hanson & Doremus Investment Management25$13.0K0.00%00.0%Unchanged
Benjamin Edwards Inc25$13.0K0.00%00.0%Unchanged
HWG Holdings LP26$13.3K0.01%00.0%Unchanged
Global Wealth Strategies & Associates26$13.3K0.01%00.0%Unchanged
SJS Investment Consulting Inc.26$13.3K0.00%+1+4.0%Added
Creative Financial Designs Inc27$13.8K0.00%00.0%Unchanged
Acima Private Wealth, LLC27$13.8K0.01%00.0%Unchanged
Evermay Wealth Management LLC27$13.8K0.00%+1+3.8%Added
Optimum Investment Advisors28$14.3K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.28$14.3K0.01%00.0%Unchanged
Sachetta, LLC28$14.3K0.01%+28New
Stone House Investment Management, LLC29$14.8K0.01%00.0%Unchanged
Westside Investment Management, Inc.30$15.3K0.00%−10−25.0%Reduced
MV Capital Management, Inc.30$15.3K0.00%+30New
Oakworth Capital, Inc.31$15.8K0.00%+12+63.2%Added
Northwest Financial Advisors31$15.8K0.01%+31New
Bear Mountain Capital, Inc.34$16.0K0.01%+34New
Archer Investment Corp32$16.4K0.01%00.0%Unchanged
Stephens Consulting, LLC33$16.9K0.01%00.0%Unchanged
Kelly Financial Services LLC33$16.9K0.01%00.0%Unchanged
Rakuten Securities, Inc.33$16.9K0.01%+33New
GW&K Investment Management, LLC34$17.0K0.00%+34New