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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brighton Jones LLC | 731 | $373.8K | 0.02% | +87+13.5% | Added |
| Brandywine Oak Private Wealth LLC | 734 | $375.1K | 0.04% | 00.0% | Unchanged |
| Cim, LLC | 830 | $377.9K | 0.06% | +42+5.3% | Added |
| Fukoku Mutual Life Insurance Co | 742 | $379.4K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 752 | $384.5K | 0.01% | +752 | New |
| Centaurus Financial, Inc. | 755 | $386.0K | 0.03% | −125−14.2% | Reduced |
| Focus Financial Network Inc | 755 | $386.0K | 0.01% | +755 | New |
| David Loasby | 790 | $388.0K | 0.04% | −8−1.0% | Reduced |
| Golden State Equity Partners | 764 | $390.6K | 0.09% | +15+2.0% | Added |
| Coldstream Capital Management Inc | 765 | $391.1K | 0.01% | +765 | New |
| Clearstead Advisors, LLC | 769 | $393.2K | 0.02% | −58−7.0% | Reduced |
| Bellevue Group AG | 770 | $393.7K | 0.01% | +770 | New |
| Mount Yale Investment Advisors, LLC | 775 | $396.3K | 0.04% | +109+16.4% | Added |
| Parkside Financial Bank & Trust | 788 | $402.9K | 0.07% | +44+5.9% | Added |
| Howard Financial Services, Ltd. | 791 | $404.4K | 0.08% | +6+0.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 800 | $407.0K | 0.18% | +100+14.3% | Added |
| Arcadia Investment Management Corp | 800 | $409.0K | 0.08% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 800 | $409.0K | 1.59% | +800 | New |
| Vigilare Wealth Management | 802 | $410.1K | 0.21% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 803 | $410.6K | 0.01% | +158+24.5% | Added |
| Evercore Wealth Management, LLC | 805 | $411.6K | 0.01% | +805 | New |
| Roman Butler Fullerton & Co | 868 | $414.9K | 0.16% | +868 | New |
| Avantax Advisory Services, Inc. | 818 | $418.2K | 0.00% | +164+25.1% | Added |
| Smithfield Trust Co | 833 | $427.0K | 0.02% | +490+142.9% | Added |
| Quotient Wealth Partners, LLC | 842 | $430.5K | 0.02% | +842 | New |
| Wealth Dimensions Group, Ltd. | 846 | $432.8K | 0.14% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 848 | $433.6K | 0.01% | +15+1.8% | Added |
| Freestone Capital Holdings, LLC | 848 | $433.6K | 0.02% | −46−5.1% | Reduced |
| Alyeska Investment Group, L.P. | 852 | $435.6K | 0.00% | −396,475−99.8% | Reduced |
| Foundations Investment Advisors, LLC | 946 | $437.0K | 0.01% | +93+10.9% | Added |
| Lineweaver Wealth Advisors, LLC | 870 | $444.8K | 0.12% | −234−21.2% | Reduced |
| Personal Cfo Solutions, LLC | 871 | $445.3K | 0.08% | −41−4.5% | Reduced |
| AlphaStar Capital Management, LLC | 884 | $452.0K | 0.04% | −767−46.5% | Reduced |
| Morse Asset Management, Inc | 885 | $452.0K | 0.13% | +225+34.1% | Added |
| First Citizens Bank & Trust Co | 888 | $454.0K | 0.01% | −283−24.2% | Reduced |
| Savant Capital, LLC | 888 | $454.0K | 0.01% | +136+18.1% | Added |
| Artemis Investment Management LLP | 892 | $456.1K | 0.01% | +892 | New |
| GPS Wealth Strategies Group, LLC | 893 | $456.6K | 0.08% | −15−1.7% | Reduced |
| Sunbelt Securities, Inc. | 899 | $459.6K | 0.06% | +35+4.1% | Added |
| Checchi Capital Advisers, LLC | 901 | $460.7K | 0.04% | +58+6.9% | Added |
| Fred Alger Management, LLC | 904 | $462.2K | 0.00% | −190−17.4% | Reduced |
| Sage Mountain Advisors LLC | 905 | $462.7K | 0.05% | +96+11.9% | Added |
| Waldron Private Wealth LLC | 907 | $463.7K | 0.02% | +81+9.8% | Added |
| Bailard, Inc. | 910 | $465.3K | 0.01% | +174+23.6% | Added |
| Little House Capital LLC | 913 | $466.8K | 0.17% | −123−11.9% | Reduced |
| C M Bidwell & Associates Ltd | 916 | $468.3K | 0.35% | −2−0.2% | Reduced |
| Armistice Capital, LLC | 920 | $470.4K | 0.01% | −22,012−96.0% | Reduced |
| Oarsman Capital, Inc. | 926 | $473.5K | 0.13% | +926 | New |
| Kozak & Associates, Inc. | 1,018 | $479.2K | 0.15% | 00.0% | Unchanged |
| Northeast Investment Management | 938 | $479.6K | 0.03% | +170+22.1% | Added |
| Assetmark, Inc | 944 | $482.7K | 0.00% | +322+51.8% | Added |
| Geneos Wealth Management Inc. | 951 | $486.2K | 0.02% | +18+1.9% | Added |
| Whittier Trust Co | 960 | $490.8K | 0.01% | −101−9.5% | Reduced |
| Wealthsource Partners, LLC | 966 | $493.9K | 0.03% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 979 | $500.6K | 0.30% | +382+64.0% | Added |
| Western Wealth Management, LLC | 986 | $504.1K | 0.04% | +59+6.4% | Added |
| Axxcess Wealth Management, LLC | 988 | $505.2K | 0.02% | +426+75.8% | Added |
| Hollencrest Capital Management | 989 | $505.7K | 0.05% | +50+5.3% | Added |
| Apollon Financial, LLC | 989 | $505.7K | 0.20% | +989 | New |
| Alta Wealth Advisors LLC | 994 | $508.2K | 0.28% | +50+5.3% | Added |
| Annapolis Financial Services, LLC | 1,000 | $511.3K | 0.13% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $511.3K | 0.47% | +1,000 | New |
| United Advisor Group, LLC | 1,005 | $515.2K | 0.62% | +1,005 | New |
| Schmidt P J Investment Management Inc | 1,082 | $517.2K | 0.10% | +45+4.3% | Added |
| First Horizon Advisors, Inc. | 1,012 | $517.4K | 0.02% | −33−3.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $519.0K | 0.13% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,021 | $522.0K | 0.01% | +236+30.1% | Added |
| Petrus Trust Company, LTA | 1,027 | $525.1K | 0.05% | +1,027 | New |
| Hancock Whitney Corp | 1,028 | $525.6K | 0.02% | −46−4.3% | Reduced |
| UniSuper Management Pty Ltd | 1,036 | $529.7K | 0.01% | +136+15.1% | Added |
| Connecticut Wealth Management, LLC | 1,038 | $530.7K | 0.03% | −32−3.0% | Reduced |
| Aspen Wealth Strategies, LLC | 1,040 | $531.7K | 0.39% | +1,040 | New |
| Gulf International Bank (UK) Ltd | 1,074 | $549.0K | 0.02% | −179−14.3% | Reduced |
| Toroso Investments, LLC | 1,084 | $554.2K | 0.01% | +1,084 | New |
| Meridian Wealth Management, LLC | 1,089 | $556.8K | 0.04% | −1,487−57.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,092 | $558.3K | 0.02% | −4−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,097 | $560.9K | 0.06% | +203+22.7% | Added |
| NBC Securities, Inc. | 1,098 | $561.0K | 0.06% | +629+134.1% | Added |
| Silverleafe Capital Partners, LLC | 1,100 | $562.4K | 0.27% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,113 | $562.4K | 0.11% | −166−13.0% | Reduced |
| SkyOak Wealth, LLC | 1,101 | $562.9K | 0.15% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,102 | $563.4K | 0.52% | +1,102 | New |
| Toth Financial Advisory Corp | 1,128 | $576.7K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,129 | $577.2K | 0.01% | −1−0.1% | Reduced |
| Conway Capital Management, Inc. | 1,150 | $588.0K | 0.38% | +1,150 | New |
| TD Private Client Wealth LLC | 1,157 | $591.6K | 0.02% | +1,075+1,311.0% | Added |
| Sandy Spring Bank | 1,158 | $592.1K | 0.03% | −25−2.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,178 | $602.3K | 0.07% | −8,990−88.4% | Reduced |
| New Millennium Group LLC | 1,180 | $603.4K | 0.53% | −4,852−80.4% | Reduced |
| Cigna Investments Inc | 1,190 | $608.0K | 0.13% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,196 | $611.5K | 0.05% | +22+1.9% | Added |
| Beacon Pointe Advisors, LLC | 1,199 | $613.0K | 0.01% | +45+3.9% | Added |
| Bourgeon Capital Management LLC | 1,200 | $613.5K | 0.14% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,200 | $613.5K | 0.09% | 00.0% | Unchanged |
| Scientech Research LLC | 1,200 | $613.7K | 0.61% | +1,200 | New |
| Verus Capital Partners, LLC | 1,211 | $619.2K | 0.08% | −1−0.1% | Reduced |
| Csenge Advisory Group | 1,217 | $622.2K | 0.04% | +567+87.2% | Added |
| Institute for Wealth Management, LLC. | 1,223 | $625.3K | 0.10% | −17−1.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,224 | $625.8K | 0.44% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,236 | $629.0K | 0.00% | +893+260.3% | Added |