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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 669 | $261.3K | 0.02% | +7+1.1% | Added |
| Sentry Investment Management LLC | 672 | $263.0K | 0.10% | +144+27.3% | Added |
| Vanguard Capital Wealth Advisors | 675 | $263.7K | 0.19% | 00.0% | Unchanged |
| Marex Group plc | 677 | $264.5K | 0.01% | −44,327−98.5% | Reduced |
| Johnson Investment Counsel Inc | 678 | $264.9K | 0.00% | +4+0.6% | Added |
| Exencial Wealth Advisors, LLC | 683 | $266.8K | 0.01% | +111+19.4% | Added |
| Canvas Wealth Advisors, LLC | 774 | $266.9K | 0.09% | +337+77.1% | Added |
| Glenview Trust Co | 684 | $267.2K | 0.01% | +79+13.1% | Added |
| Manhattan West Asset Management, LLC | 684 | $267.2K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 684 | $267.2K | 0.05% | +684 | New |
| Vigilare Wealth Management | 684 | $267.2K | 0.13% | −118−14.7% | Reduced |
| Everhart Financial Group, Inc. | 685 | $267.6K | 0.08% | +96+16.3% | Added |
| Smith Anglin Financial, LLC | 688 | $268.8K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 743 | $268.8K | 0.10% | −125−14.4% | Reduced |
| Guyasuta Investment Advisors Inc | 530 | $271.0K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 699 | $273.1K | 0.03% | −185−20.9% | Reduced |
| Graypoint LLC | 699 | $273.1K | 0.02% | +34+5.1% | Added |
| Ritholtz Wealth Management | 699 | $273.1K | 0.01% | +266+61.4% | Added |
| Jarislowsky, Fraser Ltd | 700 | $273.5K | 0.00% | −20−2.8% | Reduced |
| Richard W. Paul & Associates, LLC | 700 | $273.5K | 0.11% | −9−1.3% | Reduced |
| Tevis Investment Management | 702 | $274.2K | 0.23% | +1+0.1% | Added |
| Allworth Financial LP | 711 | $277.6K | 0.00% | +145+25.6% | Added |
| Great Diamond Partners, LLC | 713 | $278.5K | 0.06% | +5+0.7% | Added |
| Centaurus Financial, Inc. | 715 | $279.0K | 0.02% | −40−5.3% | Reduced |
| David Loasby | 778 | $279.1K | 0.03% | −12−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 717 | $280.0K | 0.00% | +89+14.2% | Added |
| RSM US Wealth Management LLC | 718 | $280.5K | 0.01% | −85−10.6% | Reduced |
| Wealthcare Advisory Partners LLC | 726 | $283.6K | 0.01% | +27+3.9% | Added |
| Avantax Advisory Services, Inc. | 729 | $284.8K | 0.00% | −89−10.9% | Reduced |
| Brighton Jones LLC | 730 | $285.4K | 0.01% | −1−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 734 | $286.6K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 735 | $287.3K | 0.03% | +735 | New |
| Mason & Associates Inc | 741 | $289.5K | 0.08% | +741 | New |
| Fukoku Mutual Life Insurance Co | 742 | $289.9K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 745 | $291.0K | 0.02% | +176+30.9% | Added |
| Miracle Mile Advisors, LLC | 750 | $293.0K | 0.01% | −271−26.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 759 | $296.5K | 0.02% | −16−2.1% | Reduced |
| Graham Capital Management, L.P. | 763 | $298.1K | 0.01% | −3,826−83.4% | Reduced |
| Citizens Financial Group Inc | 763 | $298.1K | 0.01% | +84+12.4% | Added |
| Raleigh Capital Management Inc. | 766 | $299.2K | 0.13% | +76+11.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 774 | $301.4K | 0.01% | +774 | New |
| Cary Street Partner Investment Advisory LLC | 772 | $301.6K | 0.01% | +772 | New |
| Soltis Investment Advisors LLC | 775 | $302.6K | 0.03% | +775 | New |
| Parkside Financial Bank & Trust | 787 | $307.4K | 0.05% | −1−0.1% | Reduced |
| Howard Financial Services, Ltd. | 791 | $309.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 790 | $310.0K | 0.02% | −43−5.2% | Reduced |
| Herbst Group, LLC | 800 | $312.5K | 0.19% | −2,080−72.2% | Reduced |
| Moran Wealth Management, LLC | 804 | $314.1K | 0.01% | +307+61.8% | Added |
| Arcadia Investment Management Corp | 805 | $314.5K | 0.06% | +5+0.6% | Added |
| Ipswich Investment Management Co., Inc. | 810 | $316.4K | 0.07% | +80+11.0% | Added |
| 1858 Wealth Management, LLC | 634 | $324.2K | 0.31% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 833 | $325.4K | 0.04% | −66−7.3% | Reduced |
| Impact Partnership Wealth, LLC | 836 | $326.6K | 0.13% | +720+620.7% | Added |
| Sage Mountain Advisors LLC | 847 | $330.9K | 0.03% | −58−6.4% | Reduced |
| Foundations Investment Advisors, LLC | 849 | $331.7K | 0.01% | −97−10.3% | Reduced |
| Grey Street Capital, LLC | 853 | $333.2K | 0.05% | +853 | New |
| Merit Financial Group, LLC | 942 | $334.6K | 0.01% | −616−39.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 857 | $334.8K | 0.08% | −13−1.5% | Reduced |
| Savant Capital, LLC | 873 | $341.0K | 0.00% | −15−1.7% | Reduced |
| Prospera Financial Services Inc | 877 | $342.6K | 0.01% | +293+50.2% | Added |
| Personal Cfo Solutions, LLC | 880 | $343.8K | 0.05% | +9+1.0% | Added |
| Cutler Group LP | 883 | $344.0K | 0.17% | +197+28.7% | Added |
| Kozak & Associates, Inc. | 1,018 | $344.4K | 0.09% | 00.0% | Unchanged |
| Caxton Associates LP | 882 | $344.6K | 0.02% | +882 | New |
| Kingswood Wealth Advisors, LLC | 889 | $347.3K | 0.04% | −208−19.0% | Reduced |
| Unique Wealth Strategies, LLC | 892 | $348.6K | 0.17% | +892 | New |
| Apollon Financial, LLC | 894 | $349.2K | 0.12% | −95−9.6% | Reduced |
| Artemis Investment Management LLP | 898 | $350.8K | 0.00% | +6+0.7% | Added |
| Fred Alger Management, LLC | 904 | $353.1K | 0.00% | 00.0% | Unchanged |
| Cim, LLC | 908 | $354.7K | 0.05% | +78+9.4% | Added |
| Bailard, Inc. | 910 | $355.5K | 0.01% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 911 | $356.1K | 0.11% | +65+7.7% | Added |
| C M Bidwell & Associates Ltd | 912 | $356.3K | 0.24% | −4−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 914 | $357.1K | 0.27% | −860−48.5% | Reduced |
| Csenge Advisory Group | 918 | $358.6K | 0.02% | −299−24.6% | Reduced |
| Ellevest, Inc. | 923 | $360.6K | 0.02% | +248+36.7% | Added |
| Oarsman Capital, Inc. | 934 | $364.9K | 0.09% | +8+0.9% | Added |
| Integrated Advisors Network LLC | 934 | $364.9K | 0.02% | +255+37.6% | Added |
| Thoroughbred Financial Services, LLC | 937 | $366.0K | 0.04% | −435−31.7% | Reduced |
| Carmel Capital Partners, LLC | 943 | $368.4K | 0.15% | +500+112.9% | Added |
| Gryphon Financial Partners LLC | 943 | $368.4K | 0.06% | +943 | New |
| Winslow Capital Management, LLC | 944 | $368.8K | 0.00% | −556,987−99.8% | Reduced |
| Geneos Wealth Management Inc. | 947 | $369.9K | 0.02% | −4−0.4% | Reduced |
| Whittier Trust Co | 960 | $375.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 963 | $376.2K | 0.01% | −25−2.5% | Reduced |
| Northeast Investment Management | 963 | $376.2K | 0.02% | +25+2.7% | Added |
| Checchi Capital Advisers, LLC | 968 | $378.1K | 0.03% | +67+7.4% | Added |
| Truvestments Capital LLC | 969 | $378.5K | 0.15% | +846+687.8% | Added |
| Asset Dedication, LLC | 972 | $379.0K | 0.03% | +957+6,380.0% | Added |
| Verus Capital Partners, LLC | 986 | $385.2K | 0.04% | −225−18.6% | Reduced |
| GeoWealth Management, LLC | 998 | $389.9K | 0.02% | +455+83.8% | Added |
| AXS Investments LLC | 1,000 | $390.6K | 0.09% | −1,000−50.0% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $390.6K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,001 | $391.0K | 0.01% | +153+18.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,004 | $392.2K | 0.06% | +111+12.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $396.5K | 0.09% | 00.0% | Unchanged |
| Future Fund LLC | 1,028 | $401.6K | 3.25% | +416+68.0% | Added |
| First Horizon Advisors, Inc. | 1,033 | $403.5K | 0.01% | +21+2.1% | Added |
| Connecticut Wealth Management, LLC | 1,033 | $403.5K | 0.02% | −5−0.5% | Reduced |
| Hancock Whitney Corp | 1,035 | $404.3K | 0.01% | +7+0.7% | Added |