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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 1,058 | $412.4K | 0.01% | +1,058 | New |
| 17 Capital Partners, LLC | 1,060 | $414.1K | 0.31% | +60+6.0% | Added |
| CAPROCK Group, Inc. | 1,070 | $418.0K | 0.02% | −229−17.6% | Reduced |
| IPG Investment Advisors LLC | 1,072 | $418.8K | 0.09% | +1,072 | New |
| J.W. Cole Advisors, Inc. | 1,076 | $420.3K | 0.02% | −846−44.0% | Reduced |
| NBC Securities, Inc. | 1,084 | $423.0K | 0.04% | −14−1.3% | Reduced |
| Aspen Wealth Strategies, LLC | 1,088 | $425.0K | 0.29% | +48+4.6% | Added |
| Monte Financial Group, LLC | 1,092 | $426.6K | 0.19% | +1,092 | New |
| Mainsail Asset Management, LLC | 1,102 | $430.5K | 0.35% | 00.0% | Unchanged |
| Agf Management Ltd | 1,106 | $432.1K | 0.00% | −302−21.4% | Reduced |
| Independent Financial Group, LLC | 1,133 | $442.6K | 0.02% | −4,417−79.6% | Reduced |
| Capula Management Ltd | 1,140 | $445.3K | 0.02% | +715+168.2% | Added |
| Gulf International Bank (UK) Ltd | 1,149 | $448.0K | 0.01% | +75+7.0% | Added |
| Seeds Investor LLC | 1,158 | $452.4K | 0.42% | −634−35.4% | Reduced |
| FDx Advisors, Inc. | 1,158 | $453.0K | 0.07% | −1,257−52.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,167 | $454.5K | 0.05% | −620−34.7% | Reduced |
| Stableford Capital II LLC | 1,168 | $456.3K | 0.18% | +1,168 | New |
| Inceptionr LLC | 1,176 | $459.4K | 0.12% | +1,176 | New |
| NorthCrest Asset Manangement, LLC | 1,179 | $460.6K | 0.02% | +87+8.0% | Added |
| Hillsdale Investment Management Inc. | 1,180 | $461.0K | 0.04% | +1,180 | New |
| Institute for Wealth Management, LLC. | 1,187 | $463.7K | 0.06% | −36−2.9% | Reduced |
| Montecito Bank & Trust | 1,189 | $464.5K | 0.09% | +704+145.2% | Added |
| Waldron Private Wealth LLC | 1,190 | $464.9K | 0.02% | +283+31.2% | Added |
| Cigna Investments Inc | 1,190 | $465.0K | 0.09% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,200 | $468.8K | 0.06% | 00.0% | Unchanged |
| NCP Inc. | 1,200 | $468.8K | 0.32% | +1,200 | New |
| MMBG Investment Advisors Co. | 1,201 | $469.2K | 0.05% | +524+77.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,205 | $470.7K | 0.05% | +27+2.3% | Added |
| Robertson Stephens Wealth Management, LLC | 1,207 | $471.5K | 0.03% | +523+76.5% | Added |
| Machina Capital S.A.S. | 1,207 | $471.5K | 0.25% | +1,207 | New |
| Bourgeon Capital Management LLC | 1,210 | $472.7K | 0.09% | +10+0.8% | Added |
| Western Wealth Management, LLC | 1,211 | $473.1K | 0.04% | +225+22.8% | Added |
| Lincoln National Corp | 1,214 | $474.2K | 0.01% | −293−19.4% | Reduced |
| Simon Quick Advisors, LLC | 1,220 | $476.6K | 0.04% | +24+2.0% | Added |
| Hollencrest Capital Management | 1,227 | $479.3K | 0.02% | +238+24.1% | Added |
| Schmidt P J Investment Management Inc | 1,231 | $480.9K | 0.09% | +149+13.8% | Added |
| Private Capital Advisors, Inc. | 1,236 | $483.0K | 0.06% | +1,236 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,238 | $484.0K | 0.32% | +1,076+664.2% | Added |
| Allianz SE | 1,249 | $487.9K | 0.02% | +1,249 | New |
| Lombard Odier Asset Management (USA) Corp | 1,250 | $488.3K | 0.07% | +1,250 | New |
| Equitable Trust Co | 1,263 | $493.4K | 0.03% | +600+90.5% | Added |
| Beacon Pointe Advisors, LLC | 1,268 | $495.3K | 0.01% | +69+5.8% | Added |
| Quent Capital, LLC | 1,271 | $496.5K | 0.06% | −4−0.3% | Reduced |
| Change Path, LLC | 1,274 | $497.0K | 0.02% | +573+81.7% | Added |
| Buckhead Capital Management LLC | 1,279 | $499.6K | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,282 | $500.8K | 0.02% | −395−23.6% | Reduced |
| Umb Bank N A | 1,285 | $502.0K | 0.01% | −37−2.8% | Reduced |
| Assetmark, Inc | 1,293 | $505.1K | 0.00% | +349+37.0% | Added |
| Compagnie Lombard Odier SCmA | 1,300 | $507.8K | 0.01% | −500−27.8% | Reduced |
| Outlook Wealth Advisors, LLC | 1,322 | $516.4K | 0.16% | −108−7.6% | Reduced |
| Trust Asset Management LLC | 1,322 | $516.4K | 0.05% | +1,322 | New |
| Old North State Trust, LLC | 1,324 | $517.0K | 0.44% | +1,324 | New |
| Paces Ferry Wealth Advisors, LLC | 1,324 | $517.2K | 0.33% | +100+8.2% | Added |
| D.A. Davidson & Co. | 1,324 | $517.2K | 0.00% | +195+17.3% | Added |
| Prosperity Financial Group, Inc. | 1,325 | $517.6K | 0.32% | +27+2.1% | Added |
| CM Wealth Advisors LLC | 1,483 | $518.8K | 0.15% | +1,483 | New |
| Clare Market Investments LLC | 1,329 | $519.2K | 0.16% | −245−15.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,354 | $528.9K | 0.02% | −349−20.5% | Reduced |
| 180 Wealth Advisors, LLC | 1,354 | $528.9K | 0.10% | +241+21.7% | Added |
| Alpha DNA Investment Management LLC | 1,358 | $530.5K | 0.29% | +379+38.7% | Added |
| SeaCrest Wealth Management, LLC | 1,362 | $532.1K | 0.07% | +70+5.4% | Added |
| Little House Capital LLC | 1,370 | $535.2K | 0.18% | +457+50.1% | Added |
| Crestwood Advisors Group LLC | 1,376 | $537.5K | 0.01% | +33+2.5% | Added |
| Winthrop Advisory Group LLC | 1,383 | $540.3K | 0.08% | −37−2.6% | Reduced |
| Bridgefront Capital, LLC | 1,383 | $540.3K | 0.41% | +1,383 | New |
| Grimes & Company, Inc. | 1,386 | $541.4K | 0.02% | −29,247−95.5% | Reduced |
| Foundry Partners, LLC | 1,387 | $541.8K | 0.03% | −280−16.8% | Reduced |
| 1st Source Bank | 1,390 | $543.0K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,392 | $543.8K | 0.02% | +1,392 | New |
| Wealth Alliance | 1,401 | $547.3K | 0.07% | −23−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,402 | $547.7K | 0.04% | −25−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 1,418 | $553.9K | 0.01% | +10+0.7% | Added |
| International Assets Investment Management, LLC | 1,442 | $555.5K | 0.06% | +96+7.1% | Added |
| Flagship Harbor Advisors, LLC | 1,428 | $557.9K | 0.04% | −16−1.1% | Reduced |
| Advisors Asset Management, Inc. | 1,433 | $559.8K | 0.01% | +92+6.9% | Added |
| TD Private Client Wealth LLC | 1,434 | $560.2K | 0.02% | +277+23.9% | Added |
| Lebenthal Global Advisors, LLC | 1,439 | $562.1K | 0.13% | +96+7.1% | Added |
| Stiles Financial Services Inc | 1,441 | $562.9K | 0.23% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,622 | $563.7K | 0.10% | +73+4.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,444 | $564.1K | 0.01% | +1,444 | New |
| HBK Sorce Advisory LLC | 1,450 | $566.4K | 0.02% | −126−8.0% | Reduced |
| Empowered Funds, LLC | 1,454 | $568.0K | 0.01% | −1,876−56.3% | Reduced |
| KRS Capital Management, LLC | 1,470 | $574.3K | 0.46% | −118−7.4% | Reduced |
| Sandy Spring Bank | 1,477 | $577.0K | 0.03% | +319+27.5% | Added |
| Harbour Capital Advisors, LLC | 1,533 | $579.6K | 0.14% | +1+0.1% | Added |
| Congress Wealth Management LLC | 1,489 | $581.7K | 0.01% | −30−2.0% | Reduced |
| Wetherby Asset Management Inc | 1,495 | $584.0K | 0.03% | −30−2.0% | Reduced |
| Deltec Asset Management LLC | 1,500 | $586.0K | 0.12% | +1,500 | New |
| Glaxis Capital Management, LLC | 1,500 | $586.0K | 1.10% | +1,500 | New |
| State of Wyoming | 1,500 | $586.0K | 0.10% | +1,500 | New |
| Proequities, Inc. | 1,520 | $593.8K | 0.04% | +51+3.5% | Added |
| CNB Bank | 1,534 | $599.3K | 0.29% | +114+8.0% | Added |
| RFG Advisory, LLC | 1,547 | $604.3K | 0.02% | +87+6.0% | Added |
| Avitas Wealth Management LLC | 1,556 | $607.9K | 0.09% | −17−1.1% | Reduced |
| TFG Advisers LLC | 1,558 | $608.6K | 0.24% | +24+1.6% | Added |
| Perfromance Wealth Partners, LLC | 1,559 | $609.0K | 0.03% | −85−5.2% | Reduced |
| Coastline Trust Co | 1,570 | $613.3K | 0.07% | −450−22.3% | Reduced |
| Sigma Planning Corp | 1,571 | $614.0K | 0.02% | +1,064+209.9% | Added |
| Virtus ETF Advisers LLC | 1,587 | $620.0K | 0.33% | +136+9.4% | Added |
| Perigon Wealth Management, LLC | 1,592 | $621.9K | 0.02% | +264+19.9% | Added |