Skip to main content
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; 851 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: 851 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 2026851$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
Addison Advisors LLC401$205.0K0.08%+11+2.8%Added
Dearborn Partners LLC401$205.0K0.01%+401New
Tufton Capital Management400$204.5K0.04%+400New
Dorchester Wealth Management Co400$204.5K0.04%+400New
Fulcrum Capital LLC400$204.5K0.05%+400New
Enterprise Financial Services Corp400$204.5K0.12%+400New
Capital Investment Advisors, LLC397$203.0K0.01%+397New
Guardian Wealth Advisors, LLC395$202.0K0.03%+395New
Leonteq Securities AG381$194.8K0.03%−277−42.1%Reduced
Compass Wealth Management LLC374$191.2K0.05%00.0%Unchanged
Hantz Financial Services, Inc.353$180.0K0.00%−20−5.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP395$179.3K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC350$179.0K0.02%00.0%Unchanged
Globeflex Capital L P346$176.9K0.02%00.0%Unchanged
North Growth Management Ltd.0$171.0K0.04%0Unchanged
Park Place Capital Corp331$169.2K0.07%+17+5.4%Added
Contravisory Investment Management, Inc.326$166.7K0.04%+326New
Bartlett & Co. LLC320$163.0K0.00%+44+15.9%Added
Bartlett & Co. Wealth Management LLC320$162.9K0.00%+44+15.9%Added
China Universal Asset Management Co., Ltd.315$161.1K0.03%−6,649−95.5%Reduced
Emerald Mutual Fund Advisers Trust306$156.5K0.01%+43+16.3%Added
Private Trust Co NA304$155.4K0.02%+1+0.3%Added
Alta Advisers Ltd300$153.4K0.08%00.0%Unchanged
U S Global Investors Inc300$153.4K0.01%+300New
Nkcfo LLC300$153.0K0.08%00.0%Unchanged
Spectrum Wealth Counsel, LLC295$150.8K0.02%+295New
Private Ocean, LLC293$149.8K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC289$147.8K0.10%+196+210.8%Added
O'Dell Group, LLC286$146.2K0.04%+286New
Rakuten Investment Management, Inc.285$145.1K0.00%+285New
ICA Group Wealth Management, LLC283$144.7K0.03%+283New
Rosenberg Matthew Hamilton278$142.1K0.04%00.0%Unchanged
Wunderlich Capital Managemnt270$138.0K0.06%00.0%Unchanged
Rise Advisors, LLC269$137.5K0.10%−14−4.9%Reduced
Newbridge Financial Services Group, Inc.256$130.9K0.06%−47−15.5%Reduced
Natixis Investment Managers International253$129.4K0.01%−51−16.8%Reduced
Tradition Wealth Management, LLC249$127.0K0.01%−31−11.1%Reduced
Key Financial Inc243$124.2K0.03%00.0%Unchanged
Brown Brothers Harriman & Co230$117.6K0.00%+2+0.9%Added
Carolinas Wealth Consulting LLC228$116.6K0.03%−39−14.6%Reduced
Orion Capital Management LLC210$107.4K0.06%00.0%Unchanged
Caitlin John, LLC204$104.3K0.09%+204New
Operose Advisors LLC202$103.3K0.04%−193−48.9%Reduced
Caldwell Sutter Capital, Inc.200$102.3K0.05%00.0%Unchanged
West Branch Capital LLC200$102.3K0.05%00.0%Unchanged
Peoples Financial Services Corp.200$102.3K0.04%00.0%Unchanged
Pacifica Partners Inc.220$100.6K0.05%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.191$98.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management190$97.1K0.05%00.0%Unchanged
IFP Advisors, Inc185$94.6K0.00%−515−73.6%Reduced
Baldwin Brothers Inc182$93.1K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC174$89.0K0.03%+174New
Loomis Sayles & Co L P166$85.0K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.162$83.0K0.04%+43+36.1%Added
Grove Bank & Trust162$82.8K0.02%00.0%Unchanged
Headlands Technologies LLC157$80.3K0.02%−1,219−88.6%Reduced
Rothschild Investment LLC156$79.8K0.01%+156New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna150$76.7K0.03%+150New
AdvisorNet Financial, Inc147$75.2K0.01%+59+67.0%Added
CVA Family Office, LLC144$73.6K0.01%+144New
Tompkins Financial Corp140$71.6K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.136$69.5K0.01%+136New
Smartleaf Asset Management LLC133$67.7K0.02%+133New
AllSquare Wealth Management LLC131$67.0K0.04%+131New
Game Plan Financial Advisors, LLC127$64.9K0.04%+127New
Centerpoint Advisors, LLC125$64.0K0.03%00.0%Unchanged
Glassman Wealth Services125$63.9K0.01%+14+12.6%Added
Ronald Blue Trust, Inc.165$63.0K0.00%+104+170.5%Added
Truvestments Capital LLC123$62.9K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.119$60.8K0.02%−3−2.5%Reduced
Armstrong Advisory Group, Inc118$60.3K0.01%+10+9.3%Added
Impact Partnership Wealth, LLC116$59.3K0.02%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.115$58.8K0.01%+115New
Householder Group Estate & Retirement Specialist, LLC115$58.0K0.02%+103+858.3%Added
FinTrust Capital Advisors, LLC113$57.8K0.01%+38+50.7%Added
Beacon Capital Management, LLC148$57.1K0.02%+71+92.2%Added
Harbour Investments, Inc.107$54.7K0.00%+81+311.5%Added
Hazlett, Burt & Watson, Inc.104$53.0K0.04%00.0%Unchanged
Highlander Capital Management, LLC100$51.1K0.02%00.0%Unchanged
Godsey & Gibb Associates100$51.1K0.01%00.0%Unchanged
Founders Capital Management100$51.1K0.04%00.0%Unchanged
TSFG, LLC99$51.0K0.02%00.0%Unchanged
American National Bank98$50.1K0.01%00.0%Unchanged
Manitou Investment Management Ltd.85$43.5K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC84$42.9K0.01%+84New
Bradley & Co. Private Wealth Management, LLC84$42.9K0.04%00.0%Unchanged
Sugarloaf Wealth Management, LLC82$41.9K0.01%−5−5.7%Reduced
Washington Trust Advisors, Inc.80$41.1K0.00%−38−32.2%Reduced
FSC Wealth Advisors, LLC80$40.9K0.03%+80New
Turtle Creek Wealth Advisors, LLC79$40.4K0.01%+79New
Farmers & Merchants Investments Inc78$39.9K0.00%+78New
JJJ Advisors Inc.77$39.4K0.01%00.0%Unchanged
Jackson Square Partners, LLC77$39.4K0.00%−42−35.3%Reduced
Johnson Financial Group, Inc.76$38.9K0.00%+76New
Delta Asset Management LLC75$38.3K0.00%00.0%Unchanged
Bogart Wealth, LLC74$37.8K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC69$35.3K0.01%−11−13.8%Reduced
Silicon Valley Capital Partners66$33.7K0.01%00.0%Unchanged
Centiva Capital, LP65$33.2K0.00%−3,470−98.2%Reduced
Versant Capital Management, Inc65$33.2K0.01%−5−7.1%Reduced