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
AlphaStar Capital Management, LLC884$452.0K0.04%−767−46.5%Reduced
Personal Cfo Solutions, LLC871$445.3K0.08%−41−4.5%Reduced
Lineweaver Wealth Advisors, LLC870$444.8K0.12%−234−21.2%Reduced
Foundations Investment Advisors, LLC946$437.0K0.01%+93+10.9%Added
Alyeska Investment Group, L.P.852$435.6K0.00%−396,475−99.8%Reduced
Freestone Capital Holdings, LLC848$433.6K0.02%−46−5.1%Reduced
Aptus Capital Advisors, LLC848$433.6K0.01%+15+1.8%Added
Wealth Dimensions Group, Ltd.846$432.8K0.14%00.0%Unchanged
Quotient Wealth Partners, LLC842$430.5K0.02%+842New
Smithfield Trust Co833$427.0K0.02%+490+142.9%Added
Avantax Advisory Services, Inc.818$418.2K0.00%+164+25.1%Added
Roman Butler Fullerton & Co868$414.9K0.16%+868New
Evercore Wealth Management, LLC805$411.6K0.01%+805New
RSM US Wealth Management LLC803$410.6K0.01%+158+24.5%Added
Vigilare Wealth Management802$410.1K0.21%00.0%Unchanged
Arcadia Investment Management Corp800$409.0K0.08%00.0%Unchanged
Symmetry Peak Management LLC800$409.0K1.59%+800New
Psagot Value Holdings Ltd. / (Israel)800$407.0K0.18%+100+14.3%Added
Howard Financial Services, Ltd.791$404.4K0.08%+6+0.8%Added
Parkside Financial Bank & Trust788$402.9K0.07%+44+5.9%Added
Mount Yale Investment Advisors, LLC775$396.3K0.04%+109+16.4%Added
Bellevue Group AG770$393.7K0.01%+770New
Clearstead Advisors, LLC769$393.2K0.02%−58−7.0%Reduced
Coldstream Capital Management Inc765$391.1K0.01%+765New
Golden State Equity Partners764$390.6K0.09%+15+2.0%Added
David Loasby790$388.0K0.04%−8−1.0%Reduced
Focus Financial Network Inc755$386.0K0.01%+755New
Centaurus Financial, Inc.755$386.0K0.03%−125−14.2%Reduced
Diversified Trust Co752$384.5K0.01%+752New
Fukoku Mutual Life Insurance Co742$379.4K0.03%00.0%Unchanged
Cim, LLC830$377.9K0.06%+42+5.3%Added
Brandywine Oak Private Wealth LLC734$375.1K0.04%00.0%Unchanged
Brighton Jones LLC731$373.8K0.02%+87+13.5%Added
Custom Index Systems, LLC731$373.8K0.24%+731New
Ipswich Investment Management Co., Inc.730$373.2K0.09%−55−7.0%Reduced
Apriem Advisors720$368.1K0.05%+720New
Jarislowsky, Fraser Ltd720$368.1K0.00%00.0%Unchanged
UMA Financial Services, Inc.761$366.7K0.08%00.0%Unchanged
Bradley Foster & Sargent Inc716$366.1K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC709$362.5K0.15%+697+5,808.3%Added
Great Diamond Partners, LLC708$362.0K0.09%−7−1.0%Reduced
Change Path, LLC701$359.0K0.02%+701New
Tevis Investment Management701$358.4K0.33%−174−19.9%Reduced
Ballentine Partners, LLC700$357.9K0.01%+161+29.9%Added
Trueblood Wealth Management, LLC700$357.9K0.22%+700New
Wealthcare Advisory Partners LLC699$357.4K0.01%+699New
WBI Investments690$352.8K0.07%−7,381−91.5%Reduced
Raleigh Capital Management Inc.690$352.7K0.16%+608+741.5%Added
Smith Anglin Financial, LLC688$351.8K0.04%−62−8.3%Reduced
Cutler Group LP686$350.0K0.05%−12,251−94.7%Reduced
Robertson Stephens Wealth Management, LLC684$349.7K0.02%−900−56.8%Reduced
Manhattan West Asset Management, LLC684$349.7K0.10%00.0%Unchanged
Arrowroot Family Office, LLC681$348.2K0.25%−60−8.1%Reduced
Citizens Financial Group Inc679$347.2K0.01%−343−33.6%Reduced
Integrated Advisors Network LLC679$347.2K0.02%+76+12.6%Added
MMBG Investment Advisors Co.677$346.1K0.04%+17+2.6%Added
Ellevest, Inc.675$345.1K0.02%−62−8.4%Reduced
Vanguard Capital Wealth Advisors675$345.1K0.28%−25−3.6%Reduced
Johnson Investment Counsel Inc674$344.6K0.00%−6−0.9%Reduced
Colonial River Wealth Management, LLC674$344.6K0.20%+674New
Graypoint LLC665$340.0K0.03%+665New
EverSource Wealth Advisors, LLC663$339.0K0.03%−7−1.0%Reduced
Equitable Trust Co663$339.0K0.03%−94−12.4%Reduced
Cyndeo Wealth Partners, LLC662$338.5K0.03%+662New
Ancora Advisors, LLC652$333.4K0.01%+150+29.9%Added
Buck Wealth Strategies, LLC651$332.9K0.12%+187+40.3%Added
Lindbrook Capital, LLC647$330.8K0.03%+295+83.8%Added
Financial Advocates Investment Management645$329.8K0.02%−81−11.2%Reduced
Watershed Private Wealth LLC641$327.7K0.18%+641New
1858 Wealth Management, LLC634$324.2K0.31%+634New
One Capital Management, LLC626$320.1K0.01%−32−4.9%Reduced
Peapack Gladstone Financial Corp628$320.0K0.01%+109+21.0%Added
Everpar Advisors LLC623$318.5K0.15%+623New
Investment Partners Asset Management, Inc.620$317.0K0.32%+620New
Power Wealth Management LLC619$316.5K0.23%+619New
Edgestream Partners, L.P.618$316.0K0.02%−4,239−87.3%Reduced
Future Fund LLC612$312.9K0.86%−180−22.7%Reduced
Premier Path Wealth Partners, LLC606$309.8K0.07%+606New
Glenview Trust Co605$309.3K0.01%+7+1.2%Added
Avondale Wealth Management600$306.8K0.25%−100−14.3%Reduced
Sage Capital Advisors,llc600$306.8K0.10%00.0%Unchanged
Greenhouse Wealth Management, LLC600$306.8K0.25%00.0%Unchanged
Lauterbach Financial Advisors, LLC600$306.8K0.21%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC599$306.3K0.04%+599New
Wedmont Private Capital619$304.2K0.02%+619New
Delta Financial Advisors LLC595$304.2K0.13%00.0%Unchanged
Marco Investment Management LLC593$303.2K0.03%00.0%Unchanged
Shulman DeMeo Asset Management LLC590$301.7K0.09%+11+1.9%Added
Everhart Financial Group, Inc.589$301.1K0.11%+589New
Forum Financial Management, LP588$300.6K0.01%−10−1.7%Reduced
Silverlake Wealth Management LLC587$300.1K0.17%−4−0.7%Reduced
Prospera Financial Services Inc584$298.6K0.01%−246−29.6%Reduced
River Wealth Advisors LLC578$295.5K0.05%−10−1.7%Reduced
First National Bank of Hutchinson576$294.5K0.21%−212−26.9%Reduced
Skopos Labs, Inc.576$294.5K0.14%+576New
Virtue Capital Management, LLC596$293.5K0.06%−37−5.8%Reduced
Vantage Consulting Group Inc574$293.5K0.20%+574New
Daymark Wealth Partners, LLC573$293.0K0.02%+21+3.8%Added
Exencial Wealth Advisors, LLC572$292.5K0.01%+572New
Concentric Capital Strategies, LP570$291.4K0.04%−5,292−90.3%Reduced