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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
Morningstar Investment Management LLC511$261.0K0.03%+511New
ORG Partners LLC514$262.8K0.04%+502+4,183.3%Added
SFMG, LLC516$263.8K0.02%+516New
Excalibur Management Corp517$264.3K0.12%+517New
Stonegate Investment Group, LLC517$264.4K0.01%+517New
Weatherly Asset Management L. P.518$264.8K0.03%−100−16.2%Reduced
McRae Capital Management Inc520$265.9K0.07%00.0%Unchanged
Old National Bancorp521$266.4K0.01%−24−4.4%Reduced
Adell Harriman & Carpenter Inc525$268.4K0.02%−225−30.0%Reduced
Creative Capital Management Investments LLC525$268.4K0.16%00.0%Unchanged
RKL Wealth Management LLC525$268.4K0.03%+1+0.2%Added
Sentry Investment Management LLC528$270.0K0.12%+528New
Ground Swell Capital, LLC529$270.5K0.99%+529New
Guyasuta Investment Advisors Inc530$271.0K0.02%00.0%Unchanged
Hamilton Capital, LLC534$273.0K0.02%+1+0.2%Added
Choate Investment Advisors534$273.0K0.01%+534New
Wealth Management Associates, Inc.535$273.5K0.14%00.0%Unchanged
GeoWealth Management, LLC543$278.0K0.02%+543New
Wealth Alliance Advisory Group, LLC545$278.7K0.07%00.0%Unchanged
Covestor Ltd546$279.0K0.19%+31+6.0%Added
Adviser Investments LLC548$280.2K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC551$281.7K0.19%00.0%Unchanged
Main Street Research LLC551$281.7K0.02%+551New
One Wealth Management Investment & Advisory Services, LLC553$282.7K0.13%+553New
Chicago Partners Investment Group LLC596$283.0K0.01%−32−5.1%Reduced
Finivi Inc.557$284.8K0.28%+557New
Tobam557$285.0K0.02%00.0%Unchanged
CoreCap Advisors, LLC558$285.3K0.02%+558New
RMB Capital Management, LLC560$286.3K0.01%+560New
Modus Advisors, LLC562$287.3K0.12%−4,015−87.7%Reduced
Allworth Financial LP566$289.4K0.00%−21−3.6%Reduced
Brookstone Capital Management566$289.5K0.01%−35−5.8%Reduced
PFG Investments, LLC569$290.9K0.05%−100−14.9%Reduced
Concentric Capital Strategies, LP570$291.4K0.04%−5,292−90.3%Reduced
Exencial Wealth Advisors, LLC572$292.5K0.01%+572New
Daymark Wealth Partners, LLC573$293.0K0.02%+21+3.8%Added
Vantage Consulting Group Inc574$293.5K0.20%+574New
Virtue Capital Management, LLC596$293.5K0.06%−37−5.8%Reduced
First National Bank of Hutchinson576$294.5K0.21%−212−26.9%Reduced
Skopos Labs, Inc.576$294.5K0.14%+576New
River Wealth Advisors LLC578$295.5K0.05%−10−1.7%Reduced
Prospera Financial Services Inc584$298.6K0.01%−246−29.6%Reduced
Silverlake Wealth Management LLC587$300.1K0.17%−4−0.7%Reduced
Forum Financial Management, LP588$300.6K0.01%−10−1.7%Reduced
Everhart Financial Group, Inc.589$301.1K0.11%+589New
Shulman DeMeo Asset Management LLC590$301.7K0.09%+11+1.9%Added
Marco Investment Management LLC593$303.2K0.03%00.0%Unchanged
Delta Financial Advisors LLC595$304.2K0.13%00.0%Unchanged
Wedmont Private Capital619$304.2K0.02%+619New
Pinnacle Wealth Management Advisory Group, LLC599$306.3K0.04%+599New
Avondale Wealth Management600$306.8K0.25%−100−14.3%Reduced
Sage Capital Advisors,llc600$306.8K0.10%00.0%Unchanged
Greenhouse Wealth Management, LLC600$306.8K0.25%00.0%Unchanged
Lauterbach Financial Advisors, LLC600$306.8K0.21%00.0%Unchanged
Glenview Trust Co605$309.3K0.01%+7+1.2%Added
Premier Path Wealth Partners, LLC606$309.8K0.07%+606New
Future Fund LLC612$312.9K0.86%−180−22.7%Reduced
Edgestream Partners, L.P.618$316.0K0.02%−4,239−87.3%Reduced
Power Wealth Management LLC619$316.5K0.23%+619New
Investment Partners Asset Management, Inc.620$317.0K0.32%+620New
Everpar Advisors LLC623$318.5K0.15%+623New
Peapack Gladstone Financial Corp628$320.0K0.01%+109+21.0%Added
One Capital Management, LLC626$320.1K0.01%−32−4.9%Reduced
1858 Wealth Management, LLC634$324.2K0.31%+634New
Watershed Private Wealth LLC641$327.7K0.18%+641New
Financial Advocates Investment Management645$329.8K0.02%−81−11.2%Reduced
Lindbrook Capital, LLC647$330.8K0.03%+295+83.8%Added
Buck Wealth Strategies, LLC651$332.9K0.12%+187+40.3%Added
Ancora Advisors, LLC652$333.4K0.01%+150+29.9%Added
Cyndeo Wealth Partners, LLC662$338.5K0.03%+662New
Equitable Trust Co663$339.0K0.03%−94−12.4%Reduced
EverSource Wealth Advisors, LLC663$339.0K0.03%−7−1.0%Reduced
Graypoint LLC665$340.0K0.03%+665New
Johnson Investment Counsel Inc674$344.6K0.00%−6−0.9%Reduced
Colonial River Wealth Management, LLC674$344.6K0.20%+674New
Ellevest, Inc.675$345.1K0.02%−62−8.4%Reduced
Vanguard Capital Wealth Advisors675$345.1K0.28%−25−3.6%Reduced
MMBG Investment Advisors Co.677$346.1K0.04%+17+2.6%Added
Citizens Financial Group Inc679$347.2K0.01%−343−33.6%Reduced
Integrated Advisors Network LLC679$347.2K0.02%+76+12.6%Added
Arrowroot Family Office, LLC681$348.2K0.25%−60−8.1%Reduced
Robertson Stephens Wealth Management, LLC684$349.7K0.02%−900−56.8%Reduced
Manhattan West Asset Management, LLC684$349.7K0.10%00.0%Unchanged
Cutler Group LP686$350.0K0.05%−12,251−94.7%Reduced
Smith Anglin Financial, LLC688$351.8K0.04%−62−8.3%Reduced
Raleigh Capital Management Inc.690$352.7K0.16%+608+741.5%Added
WBI Investments690$352.8K0.07%−7,381−91.5%Reduced
Wealthcare Advisory Partners LLC699$357.4K0.01%+699New
Ballentine Partners, LLC700$357.9K0.01%+161+29.9%Added
Trueblood Wealth Management, LLC700$357.9K0.22%+700New
Tevis Investment Management701$358.4K0.33%−174−19.9%Reduced
Change Path, LLC701$359.0K0.02%+701New
Great Diamond Partners, LLC708$362.0K0.09%−7−1.0%Reduced
Richard W. Paul & Associates, LLC709$362.5K0.15%+697+5,808.3%Added
Bradley Foster & Sargent Inc716$366.1K0.01%00.0%Unchanged
UMA Financial Services, Inc.761$366.7K0.08%00.0%Unchanged
Jarislowsky, Fraser Ltd720$368.1K0.00%00.0%Unchanged
Apriem Advisors720$368.1K0.05%+720New
Ipswich Investment Management Co., Inc.730$373.2K0.09%−55−7.0%Reduced
Custom Index Systems, LLC731$373.8K0.24%+731New