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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 282 | $110.2K | 0.01% | +282 | New |
| Private Ocean, LLC | 293 | $114.5K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 295 | $115.2K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 299 | $116.8K | 0.07% | +10+3.5% | Added |
| Nkcfo LLC | 300 | $117.0K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $117.2K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 301 | $117.6K | 0.01% | +116+62.7% | Added |
| United Community Bank | 305 | $119.1K | 0.05% | +305 | New |
| Hantz Financial Services, Inc. | 311 | $121.0K | 0.00% | −42−11.9% | Reduced |
| Contravisory Investment Management, Inc. | 324 | $126.6K | 0.03% | −2−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 325 | $127.0K | 0.01% | −25−7.1% | Reduced |
| North Growth Management Ltd. | 0 | $131.0K | 0.03% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 337 | $131.6K | 0.01% | +190+129.3% | Added |
| Globeflex Capital L P | 346 | $135.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 374 | $146.1K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 375 | $146.5K | 0.13% | +375 | New |
| Addison Advisors LLC | 406 | $158.6K | 0.05% | +5+1.2% | Added |
| Horrell Capital Management, Inc. | 412 | $161.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 416 | $162.5K | 0.02% | +112+36.8% | Added |
| Roble, Belko & Company, Inc | 421 | $164.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 423 | $165.2K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 430 | $168.0K | 0.01% | −12−2.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 439 | $171.5K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 445 | $173.8K | 0.01% | −113−20.3% | Reduced |
| Creative Capital Management Investments LLC | 459 | $179.3K | 0.09% | −66−12.6% | Reduced |
| GAMMA Investing LLC | 471 | $184.0K | 0.04% | +7+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 478 | $186.7K | 0.00% | +478 | New |
| Icon Wealth Advisors, LLC | 485 | $189.3K | 0.02% | +4+0.8% | Added |
| Tobam | 490 | $191.0K | 0.02% | −67−12.0% | Reduced |
| North Star Investment Management Corp. | 490 | $191.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 538 | $194.0K | 0.02% | −125−18.9% | Reduced |
| Vantage Consulting Group Inc | 514 | $200.8K | 0.13% | −60−10.5% | Reduced |
| Fiduciary Family Office, LLC | 514 | $200.8K | 0.08% | +92+21.8% | Added |
| Fortis Capital Management LLC | 514 | $200.8K | 0.05% | +18+3.6% | Added |
| Excalibur Management Corp | 517 | $202.0K | 0.09% | 00.0% | Unchanged |
| SFMG, LLC | 517 | $202.0K | 0.02% | +1+0.2% | Added |
| Stonegate Investment Group, LLC | 517 | $202.0K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 518 | $202.4K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 519 | $202.7K | 0.01% | +519 | New |
| Plum Street Advisors, LLC | 751 | $203.8K | 0.10% | +751 | New |
| One Wealth Management Investment & Advisory Services, LLC | 525 | $205.1K | 0.08% | −28−5.1% | Reduced |
| Adell Harriman & Carpenter Inc | 525 | $205.1K | 0.02% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 525 | $205.1K | 0.04% | +525 | New |
| Buckingham Strategic Partners | 527 | $205.9K | 0.01% | +527 | New |
| Covestor Ltd | 526 | $206.0K | 0.13% | −20−3.7% | Reduced |
| McRae Capital Management Inc | 530 | $207.0K | 0.05% | +10+1.9% | Added |
| Choate Investment Advisors | 534 | $208.6K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 534 | $208.6K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 536 | $209.4K | 0.03% | +536 | New |
| ICA Group Wealth Management, LLC | 537 | $209.8K | 0.04% | +254+89.8% | Added |
| Quadrant Capital Group LLC | 539 | $210.6K | 0.02% | +68+14.4% | Added |
| Lindbrook Capital, LLC | 545 | $212.9K | 0.02% | −102−15.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 545 | $212.9K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 548 | $214.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 549 | $214.5K | 0.02% | −50−8.3% | Reduced |
| Lighthouse Investment Partners, LLC | 550 | $214.9K | 0.01% | +550 | New |
| Twin Lakes Capital Management, LLC | 551 | $215.2K | 0.15% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 554 | $216.4K | 0.05% | +141+34.1% | Added |
| Skopos Labs, Inc. | 562 | $216.5K | 0.09% | −14−2.4% | Reduced |
| Confluence Wealth Services, Inc. | 555 | $216.8K | 0.02% | +120+27.6% | Added |
| River Wealth Advisors LLC | 561 | $219.2K | 0.03% | −17−2.9% | Reduced |
| Finivi Inc. | 570 | $222.7K | 0.20% | +13+2.3% | Added |
| Avondale Wealth Management | 575 | $224.6K | 0.16% | −25−4.2% | Reduced |
| Aaron Wealth Advisors | 576 | $225.0K | 0.03% | +94+19.5% | Added |
| Koshinski Asset Management, Inc. | 579 | $226.2K | 0.02% | +579 | New |
| New Millennium Group LLC | 579 | $226.3K | 0.17% | −601−50.9% | Reduced |
| Trueblood Wealth Management, LLC | 580 | $226.6K | 0.13% | −120−17.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 584 | $228.1K | 0.06% | −6−1.0% | Reduced |
| First National Bank of Hutchinson | 584 | $228.1K | 0.15% | +8+1.4% | Added |
| Cipher Capital LP | 587 | $229.3K | 0.11% | −757−56.3% | Reduced |
| Forum Financial Management, LP | 588 | $229.7K | 0.00% | 00.0% | Unchanged |
| Power Wealth Management LLC | 590 | $230.5K | 0.14% | −29−4.7% | Reduced |
| Delta Financial Advisors LLC | 595 | $232.4K | 0.09% | 00.0% | Unchanged |
| Marco Investment Management LLC | 597 | $233.2K | 0.02% | +4+0.7% | Added |
| Greenhouse Wealth Management, LLC | 600 | $234.4K | 0.18% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 600 | $234.4K | 0.15% | 00.0% | Unchanged |
| Gladstone Capital Management LLP | 600 | $234.4K | 0.02% | +600 | New |
| Northern Financial Advisors Inc | 611 | $238.7K | 0.19% | +611 | New |
| Empirical Asset Management, LLC | 614 | $239.9K | 0.12% | +614 | New |
| Premier Path Wealth Partners, LLC | 616 | $240.6K | 0.05% | +10+1.7% | Added |
| China Universal Asset Management Co., Ltd. | 619 | $241.8K | 0.03% | +304+96.5% | Added |
| Investment Partners Asset Management, Inc. | 620 | $242.2K | 0.22% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 620 | $242.2K | 0.07% | +20+3.3% | Added |
| One Capital Management, LLC | 626 | $244.5K | 0.01% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 630 | $246.1K | 0.16% | −51−7.5% | Reduced |
| Ancora Advisors, LLC | 632 | $246.9K | 0.01% | −20−3.1% | Reduced |
| Cookson Peirce & Co Inc | 636 | $248.0K | 0.01% | −50,050−98.7% | Reduced |
| Petrus Trust Company, LTA | 637 | $248.8K | 0.02% | −390−38.0% | Reduced |
| QCM Cayman, Ltd. | 639 | $249.6K | 3.36% | +639 | New |
| Financial Advocates Investment Management | 640 | $250.0K | 0.01% | −5−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 693 | $252.7K | 0.01% | +97+16.3% | Added |
| Ballentine Partners, LLC | 649 | $253.5K | 0.00% | −51−7.3% | Reduced |
| Conway Capital Management, Inc. | 650 | $253.9K | 0.14% | −500−43.5% | Reduced |
| Coldstream Capital Management Inc | 655 | $255.9K | 0.01% | −110−14.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 657 | $256.7K | 0.01% | +657 | New |
| UMA Financial Services, Inc. | 761 | $258.0K | 0.05% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 507 | $259.2K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 747 | $259.3K | 0.01% | −22−2.9% | Reduced |
| Quotient Wealth Partners, LLC | 668 | $261.0K | 0.01% | −174−20.7% | Reduced |
| Bradley Foster & Sargent Inc | 669 | $261.3K | 0.00% | −47−6.6% | Reduced |