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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 1,942 | $992.9K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,962 | $1.00M | 0.04% | +588+42.8% | Added |
| Meeder Advisory Services, Inc. | 1,965 | $1.00M | 0.12% | +168+9.3% | Added |
| Caldwell Trust Co | 1,980 | $1.01M | 0.13% | +212+12.0% | Added |
| Dohj, LLC | 1,993 | $1.02M | 0.30% | +1,993 | New |
| Bulltick Wealth Management, LLC | 1,999 | $1.02M | 0.23% | +65+3.4% | Added |
| AXS Investments LLC | 2,000 | $1.02M | 0.25% | +500+33.3% | Added |
| Gradient Capital Advisors, LLC | 2,002 | $1.02M | 0.39% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,007 | $1.03M | 0.06% | +141+7.6% | Added |
| Trust Co of Oklahoma | 2,008 | $1.03M | 0.38% | 00.0% | Unchanged |
| First Manhattan Co | 2,012 | $1.03M | 0.00% | −27−1.3% | Reduced |
| Coastline Trust Co | 2,020 | $1.03M | 0.14% | +2,020 | New |
| Arkadios Wealth Advisors | 2,039 | $1.04M | 0.09% | −19−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,044 | $1.05M | 0.03% | +212+11.6% | Added |
| STF Management LP | 2,049 | $1.05M | 0.49% | +71+3.6% | Added |
| Horizon Investments, LLC | 2,049 | $1.05M | 0.03% | +2,049 | New |
| Quadcap Wealth Management, LLC | 2,051 | $1.05M | 0.27% | +2,051 | New |
| RiverPark Advisors, LLC | 2,057 | $1.05M | 0.97% | −457−18.2% | Reduced |
| Concurrent Investment Advisors, LLC | 2,084 | $1.07M | 0.05% | +2,084 | New |
| Virtu Financial LLC | 2,108 | $1.08M | 0.09% | +2,108 | New |
| Stratos Wealth Partners, LTD. | 2,133 | $1.09M | 0.02% | +265+14.2% | Added |
| Symmetry Partners, LLC | 2,153 | $1.10M | 0.06% | −109−4.8% | Reduced |
| Hoey Investments, Inc | 2,151 | $1.10M | 0.31% | −97−4.3% | Reduced |
| Joule Financial, LLC | 2,152 | $1.10M | 0.51% | +771+55.8% | Added |
| Farther Finance Advisors, LLC | 2,159 | $1.10M | 0.08% | +2,058+2,037.6% | Added |
| Harvest Fund Management Co., Ltd | 2,178 | $1.11M | 0.17% | +971+80.4% | Added |
| Legacy Capital Group California, Inc. | 2,173 | $1.11M | 0.43% | −469−17.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,179 | $1.11M | 0.10% | +2,179 | New |
| Audent Global Asset Management, LLC | 2,194 | $1.12M | 1.34% | +27+1.2% | Added |
| Colonial Trust Co | 2,199 | $1.12M | 0.23% | −36−1.6% | Reduced |
| WT Wealth Management | 2,229 | $1.14M | 0.45% | +2,229 | New |
| Vident Advisory, LLC | 2,230 | $1.14M | 0.03% | +328+17.2% | Added |
| Chronos Wealth Management, LLC | 2,239 | $1.14M | 0.73% | +35+1.6% | Added |
| Gilliland Jeter Wealth Management LLC | 2,240 | $1.15M | 0.47% | +2,240 | New |
| Everett Harris & Co | 2,241 | $1.15M | 0.02% | −20−0.9% | Reduced |
| Am Investment Strategies LLC | 2,242 | $1.15M | 0.32% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,258 | $1.15M | 0.01% | −920−28.9% | Reduced |
| CWM, LLC | 2,258 | $1.15M | 0.01% | +909+67.4% | Added |
| Anchor Investment Management, LLC | 2,268 | $1.16M | 0.13% | +275+13.8% | Added |
| Qtron Investments LLC | 2,281 | $1.17M | 0.19% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 2,289 | $1.17M | 0.19% | +206+9.9% | Added |
| Blackhawk Capital Partners LLC. | 2,295 | $1.17M | 0.80% | −101−4.2% | Reduced |
| Eastern Bank | 2,300 | $1.18M | 0.05% | −5−0.2% | Reduced |
| Greenleaf Trust | 2,321 | $1.19M | 0.01% | +347+17.6% | Added |
| Hohimer Wealth Management, LLC | 2,328 | $1.19M | 0.30% | −3−0.1% | Reduced |
| Blue Square Asset Management, LLC | 2,336 | $1.19M | 0.80% | +243+11.6% | Added |
| Jamison Private Wealth Management, Inc. | 2,349 | $1.20M | 0.22% | +77+3.4% | Added |
| Martin Capital Advisors, LLP | 2,358 | $1.21M | 1.02% | +46+2.0% | Added |
| Gordian Capital Singapore Pte Ltd | 2,361 | $1.21M | 1.09% | +2,360+236,000.0% | Added |
| FDx Advisors, Inc. | 2,415 | $1.24M | 0.10% | +1,296+115.8% | Added |
| Schechter Investment Advisors, LLC | 2,422 | $1.24M | 0.11% | −62−2.5% | Reduced |
| Liberty One Investment Management, LLC | 2,452 | $1.25M | 0.15% | −128−5.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,472 | $1.26M | 0.52% | 00.0% | Unchanged |
| Vestcor Inc | 2,478 | $1.27M | 0.04% | −32−1.3% | Reduced |
| Raymond James Trust N.A. | 2,494 | $1.28M | 0.03% | +10.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,497 | $1.28M | 0.12% | +126+5.3% | Added |
| Emerald Advisers, LLC | 2,508 | $1.28M | 0.05% | −999−28.5% | Reduced |
| Gould Capital, LLC | 2,533 | $1.30M | 0.95% | −57−2.2% | Reduced |
| Parallel Advisors, LLC | 2,538 | $1.30M | 0.04% | +347+15.8% | Added |
| Maven Securities LTD | 2,549 | $1.30M | 0.15% | +1,075+72.9% | Added |
| Bessemer Group Inc | 2,568 | $1.31M | 0.00% | +87+3.5% | Added |
| Crew Capital Management, Ltd. | 2,571 | $1.31M | 1.34% | +2,571 | New |
| Pacific Global Investment Management CO | 2,595 | $1.33M | 0.27% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,605 | $1.33M | 0.05% | +1,106+73.8% | Added |
| Nemes Rush Group LLC | 2,645 | $1.35M | 0.22% | −4−0.2% | Reduced |
| Nicollet Investment Management, Inc. | 2,651 | $1.35M | 0.55% | +3+0.1% | Added |
| Public Sector Pension Investment Board | 2,663 | $1.36M | 0.01% | −3,237−54.9% | Reduced |
| Valmark Advisers, Inc. | 2,666 | $1.36M | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2,667 | $1.36M | 0.35% | +20+0.8% | Added |
| DoubleLine ETF Adviser LP | 2,682 | $1.37M | 0.40% | +2,682 | New |
| O'Neil Global Advisors, Inc. | 2,694 | $1.38M | 0.80% | +1,492+124.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 2,707 | $1.38M | 0.70% | −2,807−50.9% | Reduced |
| Sequoia Financial Advisors, LLC | 2,710 | $1.39M | 0.02% | +805+42.3% | Added |
| Aft, Forsyth & Company, Inc. | 2,720 | $1.39M | 0.88% | −175−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,731 | $1.40M | 0.08% | +170+6.6% | Added |
| Dantai Capital Ltd | 2,750 | $1.41M | 1.78% | +800+41.0% | Added |
| Legacy Bridge, LLC | 2,753 | $1.41M | 0.91% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,757 | $1.41M | 0.08% | +856+45.0% | Added |
| Harbor Investment Advisory, LLC | 2,770 | $1.42M | 0.16% | +112+4.2% | Added |
| Alberta Investment Management Corp | 2,800 | $1.43M | 0.01% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,811 | $1.44M | 0.87% | −650−18.8% | Reduced |
| Moody National Bank Trust Division | 2,817 | $1.44M | 0.11% | −416−12.9% | Reduced |
| IHT Wealth Management, LLC | 2,843 | $1.45M | 0.06% | −150−5.0% | Reduced |
| Intellectus Partners, LLC | 2,855 | $1.46M | 0.42% | −250−8.1% | Reduced |
| Principal Securities, Inc. | 2,864 | $1.46M | 0.05% | +2,864 | New |
| NVWM, LLC | 2,870 | $1.47M | 0.44% | −96−3.2% | Reduced |
| Herbst Group, LLC | 2,880 | $1.47M | 0.94% | +30+1.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,884 | $1.48M | 0.16% | +2,884 | New |
| Rockline Wealth Management, LLC | 2,939 | $1.50M | 0.62% | +2,939 | New |
| Great Lakes Retirement, Inc. | 2,964 | $1.52M | 0.25% | +31+1.1% | Added |
| Panagora Asset Management Inc | 2,966 | $1.52M | 0.01% | +42+1.4% | Added |
| First Financial Bankshares Inc | 2,986 | $1.53M | 0.04% | +2,986 | New |
| Vinva Investment Management Ltd | 3,005 | $1.53M | 0.11% | +1,741+137.7% | Added |
| Helios Capital Management Pte. Ltd | 3,000 | $1.53M | 1.21% | +3,000 | New |
| Marest Capital, LLC | 3,027 | $1.55M | 1.59% | +3,027 | New |
| Groupama Asset Managment | 3,035 | $1.55M | 0.04% | +3,035 | New |
| Dakota Wealth Management | 3,043 | $1.56M | 0.06% | +14+0.5% | Added |
| USA Financial Portformulas Corp | 3,064 | $1.57M | 0.27% | +2,530+473.8% | Added |
| Sanders Morris Harris LLC | 3,197 | $1.57M | 0.77% | +197+6.6% | Added |
| Segment Wealth Management, LLC | 3,086 | $1.58M | 0.14% | +508+19.7% | Added |