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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 851 | $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 |
|---|---|---|---|---|---|
| Chronos Wealth Management, LLC | 2,239 | $1.14M | 0.73% | +35+1.6% | Added |
| Vident Advisory, LLC | 2,230 | $1.14M | 0.03% | +328+17.2% | Added |
| WT Wealth Management | 2,229 | $1.14M | 0.45% | +2,229 | New |
| Colonial Trust Co | 2,199 | $1.12M | 0.23% | −36−1.6% | Reduced |
| Audent Global Asset Management, LLC | 2,194 | $1.12M | 1.34% | +27+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,179 | $1.11M | 0.10% | +2,179 | New |
| Legacy Capital Group California, Inc. | 2,173 | $1.11M | 0.43% | −469−17.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,178 | $1.11M | 0.17% | +971+80.4% | Added |
| Farther Finance Advisors, LLC | 2,159 | $1.10M | 0.08% | +2,058+2,037.6% | Added |
| Joule Financial, LLC | 2,152 | $1.10M | 0.51% | +771+55.8% | Added |
| Hoey Investments, Inc | 2,151 | $1.10M | 0.31% | −97−4.3% | Reduced |
| Symmetry Partners, LLC | 2,153 | $1.10M | 0.06% | −109−4.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,133 | $1.09M | 0.02% | +265+14.2% | Added |
| Virtu Financial LLC | 2,108 | $1.08M | 0.09% | +2,108 | New |
| Concurrent Investment Advisors, LLC | 2,084 | $1.07M | 0.05% | +2,084 | New |
| RiverPark Advisors, LLC | 2,057 | $1.05M | 0.97% | −457−18.2% | Reduced |
| Quadcap Wealth Management, LLC | 2,051 | $1.05M | 0.27% | +2,051 | New |
| 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 |
| Exchange Traded Concepts, LLC | 2,044 | $1.05M | 0.03% | +212+11.6% | Added |
| Arkadios Wealth Advisors | 2,039 | $1.04M | 0.09% | −19−0.9% | Reduced |
| Coastline Trust Co | 2,020 | $1.03M | 0.14% | +2,020 | New |
| First Manhattan Co | 2,012 | $1.03M | 0.00% | −27−1.3% | Reduced |
| Trust Co of Oklahoma | 2,008 | $1.03M | 0.38% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,007 | $1.03M | 0.06% | +141+7.6% | Added |
| Gradient Capital Advisors, LLC | 2,002 | $1.02M | 0.39% | 00.0% | Unchanged |
| AXS Investments LLC | 2,000 | $1.02M | 0.25% | +500+33.3% | Added |
| Bulltick Wealth Management, LLC | 1,999 | $1.02M | 0.23% | +65+3.4% | Added |
| Dohj, LLC | 1,993 | $1.02M | 0.30% | +1,993 | New |
| Caldwell Trust Co | 1,980 | $1.01M | 0.13% | +212+12.0% | Added |
| Meeder Advisory Services, Inc. | 1,965 | $1.00M | 0.12% | +168+9.3% | Added |
| Independent Advisor Alliance | 1,962 | $1.00M | 0.04% | +588+42.8% | Added |
| GM Advisory Group, Inc. | 1,942 | $992.9K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,932 | $987.8K | 0.06% | −91−4.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,922 | $982.7K | 0.06% | −545−22.1% | Reduced |
| Columbia Trust Co 01012016 | 1,904 | $973.5K | 0.44% | +217+12.9% | Added |
| Wahed Invest LLC | 1,898 | $970.4K | 0.27% | +152+8.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,898 | $970.0K | 0.02% | +1,671+736.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,890 | $966.3K | 0.02% | +1,890 | New |
| Holistic Financial Partners | 1,866 | $954.1K | 0.57% | −151−7.5% | Reduced |
| Chapin Davis, Inc. | 1,859 | $950.5K | 0.40% | +1,859 | New |
| Pittenger & Anderson Inc | 1,856 | $949.0K | 0.04% | +1,258+210.4% | Added |
| Sawtooth Solutions, LLC | 1,851 | $946.4K | 0.03% | +78+4.4% | Added |
| Bleakley Financial Group, LLC | 1,851 | $946.4K | 0.03% | +78+4.4% | Added |
| Schear Investment Advisers, LLC | 1,845 | $943.3K | 0.91% | +4+0.2% | Added |
| Equitable Holdings, Inc. | 1,836 | $938.7K | 0.01% | +475+34.9% | Added |
| Lake Street Financial LLC | 1,819 | $930.0K | 0.15% | −1−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 1,800 | $920.3K | 0.02% | +500+38.5% | Added |
| Knollwood Investment Advisory, LLC | 1,797 | $918.8K | 0.19% | +1,797 | New |
| Ostrum Asset Management | 1,792 | $916.2K | 0.08% | −167−8.5% | Reduced |
| Seeds Investor LLC | 1,792 | $916.2K | 1.04% | +1,792 | New |
| Voya Financial Advisors, Inc. | 1,787 | $910.0K | 0.11% | +608+51.6% | Added |
| Mach-1 Financial Group, Inc. | 1,774 | $907.0K | 0.35% | +369+26.3% | Added |
| Davenport & Co LLC | 1,768 | $904.0K | 0.01% | −153−8.0% | Reduced |
| V-Square Quantitative Management LLC | 1,767 | $903.4K | 0.22% | +997+129.5% | Added |
| Campbell Newman Asset Management Inc | 1,764 | $901.9K | 0.08% | +9+0.5% | Added |
| Semanteon Capital Management, LP | 1,750 | $894.8K | 0.60% | +1,750 | New |
| Dynamic Advisor Solutions LLC | 1,817 | $892.3K | 0.03% | +134+8.0% | Added |
| Strategic Investment Advisors | 1,743 | $891.2K | 0.13% | +1,743 | New |
| SageView Advisory Group, LLC | 1,844 | $887.6K | 0.04% | +1,844 | New |
| Kinneret Advisory, LLC | 1,735 | $887.1K | 0.10% | −11−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,725 | $882.2K | 0.04% | +363+26.7% | Added |
| Advisory Resource Group | 1,715 | $876.9K | 0.22% | −180−9.5% | Reduced |
| Pacific Capital Partners Ltd | 1,705 | $871.7K | 0.66% | −499−22.6% | Reduced |
| HB Wealth Management, LLC | 1,703 | $870.7K | 0.01% | +168+10.9% | Added |
| Lake Street Advisors Group, LLC | 1,703 | $870.7K | 0.04% | +1,703 | New |
| Integrated Wealth Concepts LLC | 1,680 | $858.7K | 0.01% | +215+14.7% | Added |
| EPG Wealth Management LLC | 1,880 | $857.7K | 0.23% | +78+4.3% | Added |
| Pine Valley Investments Ltd Liability Co | 1,672 | $854.9K | 0.07% | −45−2.6% | Reduced |
| Foundry Partners, LLC | 1,667 | $852.3K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,666 | $851.8K | 0.03% | +105+6.7% | Added |
| Steel Peak Wealth Management LLC | 1,650 | $843.6K | 0.05% | −100−5.7% | Reduced |
| Montag A & Associates Inc | 1,647 | $842.1K | 0.05% | +67+4.2% | Added |
| Perfromance Wealth Partners, LLC | 1,644 | $840.6K | 0.04% | −75−4.4% | Reduced |
| Westpac Banking Corp | 1,634 | $835.4K | 0.07% | −1,934−54.2% | Reduced |
| Veriti Management LLC | 1,615 | $825.7K | 0.07% | +548+51.4% | Added |
| Riverpark Capital Management LLC | 1,613 | $824.7K | 1.26% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,588 | $811.9K | 0.76% | −135−7.8% | Reduced |
| HBK Sorce Advisory LLC | 1,576 | $805.8K | 0.03% | −51−3.1% | Reduced |
| Clare Market Investments LLC | 1,574 | $804.8K | 0.28% | +152+10.7% | Added |
| Avitas Wealth Management LLC | 1,573 | $804.3K | 0.13% | −11−0.7% | Reduced |
| Glenmede Trust Co NA | 1,572 | $803.7K | 0.00% | +661+72.6% | Added |
| Merit Financial Group, LLC | 1,558 | $796.6K | 0.02% | +820+111.1% | Added |
| Gratus Wealth Advisors, LLC | 1,549 | $792.0K | 0.16% | +1,549 | New |
| Global Retirement Partners, LLC | 1,677 | $789.4K | 0.03% | −488−22.5% | Reduced |
| CenterStar Asset Management, LLC | 1,540 | $786.9K | 0.81% | +1,540 | New |
| TFG Advisers LLC | 1,534 | $784.3K | 0.33% | +3+0.2% | Added |
| NorthRock Partners, LLC | 1,529 | $781.7K | 0.03% | +705+85.6% | Added |
| Wetherby Asset Management Inc | 1,525 | $779.7K | 0.04% | +145+10.5% | Added |
| Congress Wealth Management LLC | 1,519 | $776.6K | 0.01% | +30+2.0% | Added |
| Inscription Capital, LLC | 1,512 | $773.1K | 0.21% | +75+5.2% | Added |
| Lincoln National Corp | 1,507 | $770.5K | 0.01% | +241+19.0% | Added |
| Texas Yale Capital Corp. | 1,500 | $766.9K | 0.04% | +22+1.5% | Added |
| WESPAC Advisors SoCal, LLC | 1,496 | $764.9K | 0.22% | +225+17.7% | Added |
| Harbour Capital Advisors, LLC | 1,532 | $763.0K | 0.21% | +330+27.5% | Added |
| Aspire Private Capital, LLC | 1,487 | $760.3K | 0.23% | +1,487 | New |
| Eagle Strategies LLC | 1,477 | $755.2K | 0.16% | −12−0.8% | Reduced |
| KG&L Capital Management,LLC | 1,474 | $753.6K | 0.32% | −101−6.4% | Reduced |
| Proequities, Inc. | 1,469 | $751.1K | 0.05% | −81−5.2% | Reduced |
| RFG Advisory, LLC | 1,460 | $746.5K | 0.03% | −23−1.6% | Reduced |