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, Q1 2024
Institutional positions in lululemon athletica inc. as of Mar 31, 2024. 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
- 1,191
- −26 vs. Q4 2023
- Shares held
- 105.7M
- −1.43M (−1.3%) vs. Q4 2023
- Total value
- $41.2B
- −$13.5B (−24.7%) vs. Q4 2023
- New holders
- 140
- 469 more added
- Sold out
- 166
- 404 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 40 | $15.6K | 0.00% | −8,275−99.5% | Reduced |
| McIlrath & Eck, LLC | 40 | $15.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 40 | $15.6K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 40 | $15.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $15.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 41 | $16.0K | 0.00% | −8−16.3% | Reduced |
| Adirondack Trust Co | 41 | $16.0K | 0.01% | +1+2.5% | Added |
| Bell Investment Advisors, Inc | 42 | $16.4K | 0.00% | −1−2.3% | Reduced |
| Washington Trust Co | 45 | $17.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $17.6K | 0.00% | +18+66.7% | Added |
| Salem Investment Counselors Inc | 45 | $17.6K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $19.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $19.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $19.5K | 0.01% | +50 | New |
| LRI Investments, LLC | 50 | $19.5K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 51 | $19.9K | 0.01% | +50+5,000.0% | Added |
| Central Bank & Trust Co | 52 | $20.3K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 53 | $20.7K | 0.02% | +19+55.9% | Added |
| TFC Financial Management | 54 | $21.1K | 0.00% | +1+1.9% | Added |
| Larson Financial Group LLC | 55 | $21.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 55 | $21.5K | 0.01% | +52+1,733.3% | Added |
| JFS Wealth Advisors, LLC | 58 | $22.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 59 | $23.0K | 0.00% | +59 | New |
| Morton Brown Family Wealth, LLC | 60 | $23.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $24.6K | 0.01% | +2+3.3% | Added |
| WR Wealth Planners, LLC | 64 | $25.0K | 0.01% | +64 | New |
| Union Savings Bank | 65 | $25.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $25.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $25.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $25.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 68 | $26.6K | 0.01% | −51−42.9% | Reduced |
| HHM Wealth Advisors, LLC | 69 | $27.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 69 | $27.0K | 0.01% | +44+176.0% | Added |
| Ronald Blue Trust, Inc. | 72 | $28.1K | 0.00% | −93−56.4% | Reduced |
| Delta Asset Management LLC | 75 | $29.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $29.3K | 0.02% | +75 | New |
| Bogart Wealth, LLC | 76 | $29.7K | 0.00% | +2+2.7% | Added |
| Trust Co of Vermont | 76 | $29.7K | 0.00% | +26+52.0% | Added |
| GW&K Investment Management, LLC | 78 | $30.0K | 0.00% | +44+129.4% | Added |
| Farmers & Merchants Investments Inc | 78 | $30.5K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 79 | $30.9K | 0.01% | +46+139.4% | Added |
| JJJ Advisors Inc. | 79 | $30.9K | 0.01% | +2+2.6% | Added |
| Sugarloaf Wealth Management, LLC | 82 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $32.8K | 0.03% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 85 | $33.2K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 87 | $34.0K | 0.01% | −12−12.1% | Reduced |
| Fernwood Investment Management, LLC | 89 | $34.8K | 0.01% | +89 | New |
| Quarry LP | 92 | $35.9K | 0.01% | +57+162.9% | Added |
| FinTrust Capital Advisors, LLC | 93 | $36.3K | 0.01% | −20−17.7% | Reduced |
| Harbour Investments, Inc. | 94 | $36.7K | 0.00% | −13−12.1% | Reduced |
| American National Bank | 98 | $38.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $39.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $39.1K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $39.1K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 107 | $41.8K | 0.01% | −1,021−90.5% | Reduced |
| Jones Financial Companies LLLP | 112 | $43.8K | 0.00% | +101+918.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 113 | $44.1K | 0.01% | −2−1.7% | Reduced |
| Catalyst Capital Advisors LLC | 114 | $44.5K | 0.00% | −5,600−98.0% | Reduced |
| Operose Advisors LLC | 119 | $46.5K | 0.02% | −83−41.1% | Reduced |
| Centerpoint Advisors, LLC | 125 | $49.0K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 127 | $49.6K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 130 | $50.8K | 0.00% | −9,011−98.6% | Reduced |
| Center for Financial Planning, Inc. | 130 | $50.8K | 0.01% | +80+160.0% | Added |
| AllSquare Wealth Management LLC | 131 | $51.2K | 0.03% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 131 | $51.2K | 0.00% | +54+70.1% | Added |
| Tompkins Financial Corp | 140 | $54.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 142 | $55.5K | 0.01% | +142 | New |
| Carolinas Wealth Consulting LLC | 145 | $56.6K | 0.01% | −83−36.4% | Reduced |
| CVA Family Office, LLC | 145 | $56.6K | 0.01% | +1+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 145 | $56.6K | 0.00% | +145 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152 | $59.4K | 0.00% | +139+1,069.2% | Added |
| Armstrong Advisory Group, Inc | 118 | $60.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 161 | $62.9K | 0.00% | +5+3.2% | Added |
| Grove Bank & Trust | 162 | $63.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 124 | $63.4K | 0.00% | +124 | New |
| Loomis Sayles & Co L P | 166 | $65.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 172 | $67.2K | 0.02% | −2−1.1% | Reduced |
| Park Place Capital Corp | 181 | $70.7K | 0.03% | −150−45.3% | Reduced |
| Baldwin Brothers Inc | 182 | $71.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 187 | $73.1K | 0.03% | −69−27.0% | Reduced |
| Caitlin John, LLC | 189 | $73.8K | 0.06% | −15−7.4% | Reduced |
| Tyler-Stone Wealth Management | 190 | $74.2K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 194 | $75.8K | 0.02% | +46+31.1% | Added |
| Rakuten Securities, Inc. | 196 | $76.6K | 0.03% | +163+493.9% | Added |
| Peoples Financial Services Corp. | 200 | $78.1K | 0.03% | 00.0% | Unchanged |
| Mma Asset Management LLC | 200 | $78.1K | 0.04% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 204 | $80.0K | 0.05% | +100+96.2% | Added |
| Orion Capital Management LLC | 210 | $82.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 230 | $83.2K | 0.00% | −165−41.8% | Reduced |
| Natixis Investment Managers International | 215 | $84.0K | 0.01% | −38−15.0% | Reduced |
| Pacifica Partners Inc. | 220 | $85.5K | 0.04% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 226 | $88.3K | 0.00% | −80−26.1% | Reduced |
| Brown Brothers Harriman & Co | 230 | $89.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 239 | $93.4K | 0.04% | +39+19.5% | Added |
| Key Financial Inc | 243 | $94.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 260 | $101.6K | 0.05% | −9−3.3% | Reduced |
| Wunderlich Capital Managemnt | 262 | $102.3K | 0.05% | −8−3.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 265 | $103.5K | 0.00% | −55−17.2% | Reduced |
| Rosenberg Matthew Hamilton | 278 | $107.1K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 276 | $107.5K | 0.02% | +143+107.5% | Added |