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 |
|---|---|---|---|---|---|
| Balentine LLC | 1,459 | $745.9K | 0.02% | +548+60.2% | Added |
| Virtus ETF Advisers LLC | 1,451 | $741.9K | 0.47% | −498−25.6% | Reduced |
| HighPoint Advisor Group LLC | 1,900 | $739.0K | 0.05% | +1,900 | New |
| Flagship Harbor Advisors, LLC | 1,444 | $738.3K | 0.05% | +32+2.3% | Added |
| Stiles Financial Services Inc | 1,441 | $736.8K | 0.33% | −655−31.3% | Reduced |
| Outlook Wealth Advisors, LLC | 1,430 | $731.1K | 0.26% | +1,430 | New |
| Transcend Wealth Collective, LLC | 1,427 | $729.7K | 0.06% | −8−0.6% | Reduced |
| LifePro Asset Management | 1,425 | $728.6K | 0.56% | −1,095−43.5% | Reduced |
| Wealth Alliance | 1,424 | $728.1K | 0.10% | −18−1.2% | Reduced |
| CNB Bank | 1,420 | $726.0K | 0.39% | +12+0.9% | Added |
| Winthrop Advisory Group LLC | 1,420 | $726.0K | 0.11% | +1,420 | New |
| Telemus Capital, LLC | 1,409 | $720.4K | 0.06% | −48−3.3% | Reduced |
| Agf Management Ltd | 1,408 | $719.9K | 0.00% | −803−36.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,408 | $719.9K | 0.01% | −125−8.2% | Reduced |
| Stevens Capital Management LP | 1,391 | $711.0K | 0.18% | +1,391 | New |
| 1st Source Bank | 1,390 | $710.7K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,372 | $701.0K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,346 | $688.2K | 0.09% | +5+0.4% | Added |
| Cipher Capital LP | 1,344 | $687.2K | 0.22% | +56+4.3% | Added |
| Crestwood Advisors Group LLC | 1,343 | $686.7K | 0.02% | −25−1.8% | Reduced |
| Lebenthal Global Advisors, LLC | 1,343 | $686.7K | 0.16% | +1,343 | New |
| Advisors Asset Management, Inc. | 1,341 | $685.6K | 0.01% | −3,603−72.9% | Reduced |
| Malaga Cove Capital, LLC | 1,335 | $682.6K | 0.29% | −8−0.6% | Reduced |
| Perigon Wealth Management, LLC | 1,328 | $679.2K | 0.02% | +481+56.8% | Added |
| Umb Bank N A | 1,322 | $675.9K | 0.01% | +40+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,304 | $666.7K | 0.03% | +10+0.8% | Added |
| CAPROCK Group, Inc. | 1,299 | $664.2K | 0.04% | +304+30.6% | Added |
| Prosperity Financial Group, Inc. | 1,298 | $663.7K | 0.46% | +120+10.2% | Added |
| Buckhead Capital Management LLC | 1,279 | $653.9K | 0.24% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,275 | $651.9K | 0.09% | +35+2.8% | Added |
| TownSquare Capital, LLC | 1,271 | $649.9K | 0.01% | +121+10.5% | Added |
| Pinnacle Financial Partners Inc | 1,263 | $645.8K | 0.02% | +23+1.9% | Added |
| SeaCrest Wealth Management, LLC | 1,292 | $634.5K | 0.08% | −73−5.3% | Reduced |
| Acadian Asset Management LLC | 1,236 | $629.0K | 0.00% | +893+260.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,224 | $625.8K | 0.44% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,223 | $625.3K | 0.10% | −17−1.4% | Reduced |
| Csenge Advisory Group | 1,217 | $622.2K | 0.04% | +567+87.2% | Added |
| Verus Capital Partners, LLC | 1,211 | $619.2K | 0.08% | −1−0.1% | Reduced |
| Scientech Research LLC | 1,200 | $613.7K | 0.61% | +1,200 | New |
| 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 |
| Beacon Pointe Advisors, LLC | 1,199 | $613.0K | 0.01% | +45+3.9% | Added |
| Simon Quick Advisors, LLC | 1,196 | $611.5K | 0.05% | +22+1.9% | Added |
| Cigna Investments Inc | 1,190 | $608.0K | 0.13% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,180 | $603.4K | 0.53% | −4,852−80.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,178 | $602.3K | 0.07% | −8,990−88.4% | Reduced |
| Sandy Spring Bank | 1,158 | $592.1K | 0.03% | −25−2.1% | Reduced |
| TD Private Client Wealth LLC | 1,157 | $591.6K | 0.02% | +1,075+1,311.0% | Added |
| Conway Capital Management, Inc. | 1,150 | $588.0K | 0.38% | +1,150 | New |
| D.A. Davidson & Co. | 1,129 | $577.2K | 0.01% | −1−0.1% | Reduced |
| Toth Financial Advisory Corp | 1,128 | $576.7K | 0.08% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,102 | $563.4K | 0.52% | +1,102 | New |
| SkyOak Wealth, LLC | 1,101 | $562.9K | 0.15% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,113 | $562.4K | 0.11% | −166−13.0% | Reduced |
| Silverleafe Capital Partners, LLC | 1,100 | $562.4K | 0.27% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,098 | $561.0K | 0.06% | +629+134.1% | Added |
| Kingswood Wealth Advisors, LLC | 1,097 | $560.9K | 0.06% | +203+22.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,092 | $558.3K | 0.02% | −4−0.4% | Reduced |
| Meridian Wealth Management, LLC | 1,089 | $556.8K | 0.04% | −1,487−57.7% | Reduced |
| Toroso Investments, LLC | 1,084 | $554.2K | 0.01% | +1,084 | New |
| Gulf International Bank (UK) Ltd | 1,074 | $549.0K | 0.02% | −179−14.3% | Reduced |
| Aspen Wealth Strategies, LLC | 1,040 | $531.7K | 0.39% | +1,040 | New |
| Connecticut Wealth Management, LLC | 1,038 | $530.7K | 0.03% | −32−3.0% | Reduced |
| UniSuper Management Pty Ltd | 1,036 | $529.7K | 0.01% | +136+15.1% | Added |
| Hancock Whitney Corp | 1,028 | $525.6K | 0.02% | −46−4.3% | Reduced |
| Petrus Trust Company, LTA | 1,027 | $525.1K | 0.05% | +1,027 | New |
| Miracle Mile Advisors, LLC | 1,021 | $522.0K | 0.01% | +236+30.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $519.0K | 0.13% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,012 | $517.4K | 0.02% | −33−3.2% | Reduced |
| Schmidt P J Investment Management Inc | 1,082 | $517.2K | 0.10% | +45+4.3% | Added |
| United Advisor Group, LLC | 1,005 | $515.2K | 0.62% | +1,005 | New |
| 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 |
| Alta Wealth Advisors LLC | 994 | $508.2K | 0.28% | +50+5.3% | Added |
| Hollencrest Capital Management | 989 | $505.7K | 0.05% | +50+5.3% | Added |
| Apollon Financial, LLC | 989 | $505.7K | 0.20% | +989 | New |
| Axxcess Wealth Management, LLC | 988 | $505.2K | 0.02% | +426+75.8% | Added |
| Western Wealth Management, LLC | 986 | $504.1K | 0.04% | +59+6.4% | Added |
| Alpha DNA Investment Management LLC | 979 | $500.6K | 0.30% | +382+64.0% | Added |
| Wealthsource Partners, LLC | 966 | $493.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 960 | $490.8K | 0.01% | −101−9.5% | Reduced |
| Geneos Wealth Management Inc. | 951 | $486.2K | 0.02% | +18+1.9% | Added |
| Assetmark, Inc | 944 | $482.7K | 0.00% | +322+51.8% | Added |
| Northeast Investment Management | 938 | $479.6K | 0.03% | +170+22.1% | Added |
| Kozak & Associates, Inc. | 1,018 | $479.2K | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 926 | $473.5K | 0.13% | +926 | New |
| Armistice Capital, LLC | 920 | $470.4K | 0.01% | −22,012−96.0% | Reduced |
| C M Bidwell & Associates Ltd | 916 | $468.3K | 0.35% | −2−0.2% | Reduced |
| Little House Capital LLC | 913 | $466.8K | 0.17% | −123−11.9% | Reduced |
| Bailard, Inc. | 910 | $465.3K | 0.01% | +174+23.6% | Added |
| Waldron Private Wealth LLC | 907 | $463.7K | 0.02% | +81+9.8% | Added |
| Sage Mountain Advisors LLC | 905 | $462.7K | 0.05% | +96+11.9% | Added |
| Fred Alger Management, LLC | 904 | $462.2K | 0.00% | −190−17.4% | Reduced |
| Checchi Capital Advisers, LLC | 901 | $460.7K | 0.04% | +58+6.9% | Added |
| Sunbelt Securities, Inc. | 899 | $459.6K | 0.06% | +35+4.1% | Added |
| GPS Wealth Strategies Group, LLC | 893 | $456.6K | 0.08% | −15−1.7% | Reduced |
| Artemis Investment Management LLP | 892 | $456.1K | 0.01% | +892 | New |
| Savant Capital, LLC | 888 | $454.0K | 0.01% | +136+18.1% | Added |
| First Citizens Bank & Trust Co | 888 | $454.0K | 0.01% | −283−24.2% | Reduced |
| Morse Asset Management, Inc | 885 | $452.0K | 0.13% | +225+34.1% | Added |