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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 5,777 | $2.95M | 0.21% | +5,207+913.5% | Added |
| National Asset Management, Inc. | 5,795 | $2.96M | 0.08% | −1,748−23.2% | Reduced |
| Rational Advisors LLC | 5,810 | $2.97M | 0.30% | −700−10.8% | Reduced |
| Landscape Capital Management, L.L.C. | 5,812 | $2.97M | 0.27% | +4,645+398.0% | Added |
| Shell Asset Management Co | 5,851 | $2.99M | 0.14% | −1,492−20.3% | Reduced |
| Accuvest Global Advisors | 5,908 | $3.02M | 3.22% | −703−10.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 5,908 | $3.02M | 1.40% | +5,908 | New |
| CIBC Private Wealth Group, LLC | 5,942 | $3.04M | 0.01% | +1,583+36.3% | Added |
| Atria Wealth Solutions, Inc. | 5,992 | $3.06M | 0.04% | +238+4.1% | Added |
| Verition Fund Management LLC | 5,995 | $3.07M | 0.03% | +3,291+121.7% | Added |
| New Mexico Educational Retirement Board | 6,000 | $3.07M | 0.12% | +6,000 | New |
| WD Rutherford LLC | 6,402 | $3.09M | 1.79% | −115−1.8% | Reduced |
| E Fund Management Co., Ltd. | 6,097 | $3.12M | 0.20% | −942−13.4% | Reduced |
| Montrusco Bolton Investments Inc. | 6,180 | $3.16M | 0.04% | −58−0.9% | Reduced |
| Hunting Hill Global Capital, LLC | 6,282 | $3.21M | 2.42% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 6,293 | $3.22M | 1.99% | +7+0.1% | Added |
| Fisher Asset Management, LLC | 6,296 | $3.22M | 0.00% | +361+6.1% | Added |
| Shorepath Capital Management LLC | 6,310 | $3.23M | 2.86% | +6,310 | New |
| Cullinan Associates Inc | 6,321 | $3.23M | 0.18% | −151−2.3% | Reduced |
| Peterson Wealth Services | 6,338 | $3.24M | 1.39% | +164+2.7% | Added |
| WCM Investment Management, LLC | 6,366 | $3.24M | 0.01% | +6,366 | New |
| Symmetry Investments LP | 6,384 | $3.26M | 0.60% | +6,384 | New |
| Erste Asset Management GmbH | 6,434 | $3.28M | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,417 | $3.28M | 0.04% | −3,474−35.1% | Reduced |
| Wedbush Securities Inc | 6,457 | $3.30M | 0.15% | +788+13.9% | Added |
| Marietta Investment Partners LLC | 6,505 | $3.33M | 0.83% | +199+3.2% | Added |
| SlateStone Wealth, LLC | 6,508 | $3.33M | 0.43% | +121+1.9% | Added |
| St Germain D J Co Inc | 6,555 | $3.35M | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 6,746 | $3.45M | 0.07% | +2,845+72.9% | Added |
| Keystone Investors Pte Ltd | 6,776 | $3.46M | 0.29% | −2,370−25.9% | Reduced |
| Ethic Inc. | 6,799 | $3.48M | 0.10% | +1,754+34.8% | Added |
| Bokf, NA | 6,817 | $3.49M | 0.07% | −529−7.2% | Reduced |
| EFG Asset Management (North America) Corp. | 6,883 | $3.52M | 0.67% | +2,712+65.0% | Added |
| Capital City Trust Co | 6,958 | $3.56M | 1.06% | +418+6.4% | Added |
| Colony Group, LLC | 6,959 | $3.56M | 0.05% | +6,959 | New |
| BCJ Capital Management, LLC | 6,995 | $3.58M | 0.31% | +6,995 | New |
| Sumitomo Life Insurance Co | 7,007 | $3.58M | 0.11% | −250−3.4% | Reduced |
| Wakefield Asset Management LLLP | 7,050 | $3.60M | 1.34% | +173+2.5% | Added |
| Trifecta Capital Advisors, LLC | 7,062 | $3.61M | 1.00% | +57+0.8% | Added |
| Chartwell Investment Partners, LLC | 7,131 | $3.65M | 0.13% | −58−0.8% | Reduced |
| Securian Asset Management, Inc | 7,312 | $3.74M | 0.11% | +7,312 | New |
| GWM Advisors LLC | 7,575 | $3.77M | 0.04% | +769+11.3% | Added |
| Martingale Asset Management L P | 7,378 | $3.77M | 0.08% | +7,378 | New |
| Atria Investments LLC | 7,387 | $3.78M | 0.06% | −1,457−16.5% | Reduced |
| Tredje AP-fonden | 7,554 | $3.86M | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 7,558 | $3.86M | 0.25% | −2,336−23.6% | Reduced |
| Bremer Bank National Association | 7,580 | $3.88M | 0.72% | +71+0.9% | Added |
| Sculati Wealth Management, LLC | 7,612 | $3.89M | 1.81% | −294−3.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,629 | $3.90M | 0.05% | +1,906+33.3% | Added |
| Siemens Fonds Invest GmbH | 7,683 | $3.93M | 0.32% | +781+11.3% | Added |
| Hartford Investment Management Co | 7,763 | $3.97M | 0.15% | +7,763 | New |
| Private Advisor Group, LLC | 7,769 | $3.97M | 0.03% | +165+2.2% | Added |
| Nordea Investment Management AB | 7,940 | $4.06M | 0.01% | +17+0.2% | Added |
| Stephens Inc | 8,061 | $4.12M | 0.07% | +3,799+89.1% | Added |
| JustInvest LLC | 8,069 | $4.13M | 0.11% | +1,670+26.1% | Added |
| Thematics Asset Management | 8,116 | $4.15M | 0.18% | −2,123−20.7% | Reduced |
| KMG Fiduciary Partners, LLC | 8,190 | $4.19M | 0.49% | +322+4.1% | Added |
| AIA Group Ltd | 8,311 | $4.25M | 0.17% | +474+6.0% | Added |
| RB Capital Management, LLC | 8,315 | $4.25M | 1.23% | +86+1.0% | Added |
| NewSquare Capital LLC | 8,315 | $4.25M | 0.41% | +240+3.0% | Added |
| Fortis Capital Advisors, LLC | 8,415 | $4.30M | 2.39% | +1,978+30.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,433 | $4.31M | 0.00% | +324+4.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 8,460 | $4.33M | 0.24% | 00.0% | Unchanged |
| First Foundation Advisors | 8,538 | $4.37M | 0.20% | +141+1.7% | Added |
| Swiss Life Asset Management Ltd | 8,553 | $4.38M | 0.05% | −3,616−29.7% | Reduced |
| KCM Investment Advisors LLC | 8,655 | $4.43M | 0.18% | +25+0.3% | Added |
| Maryland State Retirement & Pension System | 8,659 | $4.43M | 0.09% | +162+1.9% | Added |
| Silvercrest Asset Management Group LLC | 8,671 | $4.43M | 0.03% | +191+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,737 | $4.47M | 0.09% | +6,262+253.0% | Added |
| RBA Wealth Management, LLC | 8,957 | $4.58M | 2.00% | +8,957 | New |
| PGGM Investments | 8,965 | $4.58M | 0.07% | −967−9.7% | Reduced |
| Liontrust Investment Partners LLP | 9,000 | $4.60M | 0.07% | −5,000−35.7% | Reduced |
| Meeder Asset Management Inc | 9,141 | $4.67M | 0.36% | +9,141 | New |
| CTC LLC | 9,169 | $4.69M | 0.05% | +7,123+348.1% | Added |
| PKO Investment Management Joint-Stock Co | 9,200 | $4.70M | 0.59% | +1,300+16.5% | Added |
| Kentucky Retirement Systems | 9,213 | $4.71M | 0.15% | +9,213 | New |
| United Capital Financial Advisers, LLC | 9,293 | $4.75M | 0.04% | −8,206−46.9% | Reduced |
| Columbia Asset Management | 9,473 | $4.84M | 0.99% | −237−2.4% | Reduced |
| Gradient Investments LLC | 9,503 | $4.86M | 0.12% | −1,067−10.1% | Reduced |
| Regions Financial Corp | 9,521 | $4.87M | 0.04% | −723−7.1% | Reduced |
| Laurion Capital Management LP | 9,527 | $4.87M | 0.17% | −7,969−45.5% | Reduced |
| Mutual Advisors, LLC | 9,531 | $4.87M | 0.17% | +19+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,692 | $4.96M | 0.10% | −1,032−9.6% | Reduced |
| Occudo Quantitative Strategies LP | 9,761 | $4.99M | 0.68% | +9,761 | New |
| Mackenzie Financial Corp | 9,809 | $5.02M | 0.01% | +2,868+41.3% | Added |
| Ieq Capital, LLC | 9,821 | $5.02M | 0.08% | +391+4.1% | Added |
| AE Wealth Management LLC | 10,516 | $5.03M | 0.03% | −2,064−16.4% | Reduced |
| Belpointe Asset Management LLC | 9,880 | $5.05M | 0.44% | +2,217+28.9% | Added |
| Gotham Asset Management, LLC | 9,918 | $5.07M | 0.09% | −4,751−32.4% | Reduced |
| Azzad Asset Management Inc | 9,918 | $5.07M | 0.64% | −1,318−11.7% | Reduced |
| Huntington National Bank | 9,989 | $5.11M | 0.05% | −4,865−32.8% | Reduced |
| Ocean Capital Management, LLC | 9,999 | $5.11M | 2.07% | −207−2.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $5.11M | 0.07% | −10,000−50.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,000 | $5.11M | 0.05% | +10,000 | New |
| Elo Mutual Pension Insurance Co | 10,071 | $5.15M | 0.14% | +10,071 | New |
| Pitcairn Co | 10,083 | $5.16M | 0.38% | +905+9.9% | Added |
| Navellier & Associates Inc | 10,272 | $5.25M | 0.79% | −3,131−23.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,425 | $5.33M | 2.45% | +10,425 | New |
| Legacy Trust | 10,452 | $5.34M | 1.39% | −258−2.4% | Reduced |
| Quantbot Technologies LP | 10,460 | $5.35M | 0.31% | +754+7.8% | Added |