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, 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 | 851 | $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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,520 | $593.8K | 0.04% | +51+3.5% | Added |
| 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 |
| Wetherby Asset Management Inc | 1,495 | $584.0K | 0.03% | −30−2.0% | Reduced |
| Congress Wealth Management LLC | 1,489 | $581.7K | 0.01% | −30−2.0% | Reduced |
| Harbour Capital Advisors, LLC | 1,533 | $579.6K | 0.14% | +1+0.1% | Added |
| Sandy Spring Bank | 1,477 | $577.0K | 0.03% | +319+27.5% | Added |
| KRS Capital Management, LLC | 1,470 | $574.3K | 0.46% | −118−7.4% | Reduced |
| Empowered Funds, LLC | 1,454 | $568.0K | 0.01% | −1,876−56.3% | Reduced |
| HBK Sorce Advisory LLC | 1,450 | $566.4K | 0.02% | −126−8.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,444 | $564.1K | 0.01% | +1,444 | New |
| Gratus Wealth Advisors, LLC | 1,622 | $563.7K | 0.10% | +73+4.7% | Added |
| Stiles Financial Services Inc | 1,441 | $562.9K | 0.23% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,439 | $562.1K | 0.13% | +96+7.1% | Added |
| TD Private Client Wealth LLC | 1,434 | $560.2K | 0.02% | +277+23.9% | Added |
| Advisors Asset Management, Inc. | 1,433 | $559.8K | 0.01% | +92+6.9% | Added |
| Flagship Harbor Advisors, LLC | 1,428 | $557.9K | 0.04% | −16−1.1% | Reduced |
| International Assets Investment Management, LLC | 1,442 | $555.5K | 0.06% | +96+7.1% | Added |
| Resources Investment Advisors, LLC. | 1,418 | $553.9K | 0.01% | +10+0.7% | Added |
| Transcend Wealth Collective, LLC | 1,402 | $547.7K | 0.04% | −25−1.8% | Reduced |
| Wealth Alliance | 1,401 | $547.3K | 0.07% | −23−1.6% | Reduced |
| Optiver Holding B.V. | 1,392 | $543.8K | 0.02% | +1,392 | New |
| 1st Source Bank | 1,390 | $543.0K | 0.03% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,387 | $541.8K | 0.03% | −280−16.8% | Reduced |
| Grimes & Company, Inc. | 1,386 | $541.4K | 0.02% | −29,247−95.5% | Reduced |
| 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 |
| Crestwood Advisors Group LLC | 1,376 | $537.5K | 0.01% | +33+2.5% | Added |
| Little House Capital LLC | 1,370 | $535.2K | 0.18% | +457+50.1% | Added |
| SeaCrest Wealth Management, LLC | 1,362 | $532.1K | 0.07% | +70+5.4% | Added |
| Alpha DNA Investment Management LLC | 1,358 | $530.5K | 0.29% | +379+38.7% | Added |
| 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 |
| Clare Market Investments LLC | 1,329 | $519.2K | 0.16% | −245−15.6% | Reduced |
| CM Wealth Advisors LLC | 1,483 | $518.8K | 0.15% | +1,483 | New |
| Prosperity Financial Group, Inc. | 1,325 | $517.6K | 0.32% | +27+2.1% | Added |
| 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 |
| Old North State Trust, LLC | 1,324 | $517.0K | 0.44% | +1,324 | New |
| 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 |
| Compagnie Lombard Odier SCmA | 1,300 | $507.8K | 0.01% | −500−27.8% | Reduced |
| Assetmark, Inc | 1,293 | $505.1K | 0.00% | +349+37.0% | Added |
| Umb Bank N A | 1,285 | $502.0K | 0.01% | −37−2.8% | Reduced |
| Global Retirement Partners, LLC | 1,282 | $500.8K | 0.02% | −395−23.6% | Reduced |
| Buckhead Capital Management LLC | 1,279 | $499.6K | 0.17% | 00.0% | Unchanged |
| Change Path, LLC | 1,274 | $497.0K | 0.02% | +573+81.7% | Added |
| Quent Capital, LLC | 1,271 | $496.5K | 0.06% | −4−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,268 | $495.3K | 0.01% | +69+5.8% | Added |
| Equitable Trust Co | 1,263 | $493.4K | 0.03% | +600+90.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,250 | $488.3K | 0.07% | +1,250 | New |
| Allianz SE | 1,249 | $487.9K | 0.02% | +1,249 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,238 | $484.0K | 0.32% | +1,076+664.2% | Added |
| Private Capital Advisors, Inc. | 1,236 | $483.0K | 0.06% | +1,236 | New |
| Schmidt P J Investment Management Inc | 1,231 | $480.9K | 0.09% | +149+13.8% | Added |
| Hollencrest Capital Management | 1,227 | $479.3K | 0.02% | +238+24.1% | Added |
| Simon Quick Advisors, LLC | 1,220 | $476.6K | 0.04% | +24+2.0% | Added |
| Lincoln National Corp | 1,214 | $474.2K | 0.01% | −293−19.4% | Reduced |
| Western Wealth Management, LLC | 1,211 | $473.1K | 0.04% | +225+22.8% | Added |
| Bourgeon Capital Management LLC | 1,210 | $472.7K | 0.09% | +10+0.8% | 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 |
| ICICI Prudential Asset Management Co Ltd | 1,205 | $470.7K | 0.05% | +27+2.3% | Added |
| MMBG Investment Advisors Co. | 1,201 | $469.2K | 0.05% | +524+77.4% | Added |
| 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 |
| Cigna Investments Inc | 1,190 | $465.0K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,190 | $464.9K | 0.02% | +283+31.2% | Added |
| Montecito Bank & Trust | 1,189 | $464.5K | 0.09% | +704+145.2% | Added |
| Institute for Wealth Management, LLC. | 1,187 | $463.7K | 0.06% | −36−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 1,180 | $461.0K | 0.04% | +1,180 | New |
| NorthCrest Asset Manangement, LLC | 1,179 | $460.6K | 0.02% | +87+8.0% | Added |
| Inceptionr LLC | 1,176 | $459.4K | 0.12% | +1,176 | New |
| Stableford Capital II LLC | 1,168 | $456.3K | 0.18% | +1,168 | New |
| Voya Financial Advisors, Inc. | 1,167 | $454.5K | 0.05% | −620−34.7% | Reduced |
| FDx Advisors, Inc. | 1,158 | $453.0K | 0.07% | −1,257−52.0% | Reduced |
| Seeds Investor LLC | 1,158 | $452.4K | 0.42% | −634−35.4% | Reduced |
| Gulf International Bank (UK) Ltd | 1,149 | $448.0K | 0.01% | +75+7.0% | Added |
| Capula Management Ltd | 1,140 | $445.3K | 0.02% | +715+168.2% | Added |
| Independent Financial Group, LLC | 1,133 | $442.6K | 0.02% | −4,417−79.6% | Reduced |
| Agf Management Ltd | 1,106 | $432.1K | 0.00% | −302−21.4% | Reduced |
| Mainsail Asset Management, LLC | 1,102 | $430.5K | 0.35% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 1,092 | $426.6K | 0.19% | +1,092 | New |
| Aspen Wealth Strategies, LLC | 1,088 | $425.0K | 0.29% | +48+4.6% | Added |
| NBC Securities, Inc. | 1,084 | $423.0K | 0.04% | −14−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,076 | $420.3K | 0.02% | −846−44.0% | Reduced |
| IPG Investment Advisors LLC | 1,072 | $418.8K | 0.09% | +1,072 | New |
| CAPROCK Group, Inc. | 1,070 | $418.0K | 0.02% | −229−17.6% | Reduced |
| 17 Capital Partners, LLC | 1,060 | $414.1K | 0.31% | +60+6.0% | Added |
| Phoenix Holdings Ltd. | 1,058 | $412.4K | 0.01% | +1,058 | New |
| Hancock Whitney Corp | 1,035 | $404.3K | 0.01% | +7+0.7% | Added |
| Connecticut Wealth Management, LLC | 1,033 | $403.5K | 0.02% | −5−0.5% | Reduced |
| First Horizon Advisors, Inc. | 1,033 | $403.5K | 0.01% | +21+2.1% | Added |
| Future Fund LLC | 1,028 | $401.6K | 3.25% | +416+68.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $396.5K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,004 | $392.2K | 0.06% | +111+12.4% | Added |
| Aptus Capital Advisors, LLC | 1,001 | $391.0K | 0.01% | +153+18.0% | 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 |