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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 998 | $389.9K | 0.02% | +455+83.8% | Added |
| Verus Capital Partners, LLC | 986 | $385.2K | 0.04% | −225−18.6% | Reduced |
| Asset Dedication, LLC | 972 | $379.0K | 0.03% | +957+6,380.0% | Added |
| Truvestments Capital LLC | 969 | $378.5K | 0.15% | +846+687.8% | Added |
| Checchi Capital Advisers, LLC | 968 | $378.1K | 0.03% | +67+7.4% | Added |
| 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 |
| Whittier Trust Co | 960 | $375.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 947 | $369.9K | 0.02% | −4−0.4% | Reduced |
| Winslow Capital Management, LLC | 944 | $368.8K | 0.00% | −556,987−99.8% | Reduced |
| Gryphon Financial Partners LLC | 943 | $368.4K | 0.06% | +943 | New |
| Carmel Capital Partners, LLC | 943 | $368.4K | 0.15% | +500+112.9% | Added |
| Thoroughbred Financial Services, LLC | 937 | $366.0K | 0.04% | −435−31.7% | Reduced |
| Integrated Advisors Network LLC | 934 | $364.9K | 0.02% | +255+37.6% | Added |
| Oarsman Capital, Inc. | 934 | $364.9K | 0.09% | +8+0.9% | Added |
| Ellevest, Inc. | 923 | $360.6K | 0.02% | +248+36.7% | Added |
| Csenge Advisory Group | 918 | $358.6K | 0.02% | −299−24.6% | Reduced |
| Mach-1 Financial Group, Inc. | 914 | $357.1K | 0.27% | −860−48.5% | Reduced |
| C M Bidwell & Associates Ltd | 912 | $356.3K | 0.24% | −4−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 911 | $356.1K | 0.11% | +65+7.7% | Added |
| Bailard, Inc. | 910 | $355.5K | 0.01% | 00.0% | Unchanged |
| Cim, LLC | 908 | $354.7K | 0.05% | +78+9.4% | Added |
| Fred Alger Management, LLC | 904 | $353.1K | 0.00% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 898 | $350.8K | 0.00% | +6+0.7% | Added |
| Apollon Financial, LLC | 894 | $349.2K | 0.12% | −95−9.6% | Reduced |
| Unique Wealth Strategies, LLC | 892 | $348.6K | 0.17% | +892 | New |
| Kingswood Wealth Advisors, LLC | 889 | $347.3K | 0.04% | −208−19.0% | Reduced |
| Caxton Associates LP | 882 | $344.6K | 0.02% | +882 | New |
| Kozak & Associates, Inc. | 1,018 | $344.4K | 0.09% | 00.0% | Unchanged |
| Cutler Group LP | 883 | $344.0K | 0.17% | +197+28.7% | Added |
| Personal Cfo Solutions, LLC | 880 | $343.8K | 0.05% | +9+1.0% | Added |
| Prospera Financial Services Inc | 877 | $342.6K | 0.01% | +293+50.2% | Added |
| Savant Capital, LLC | 873 | $341.0K | 0.00% | −15−1.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 857 | $334.8K | 0.08% | −13−1.5% | Reduced |
| Merit Financial Group, LLC | 942 | $334.6K | 0.01% | −616−39.5% | Reduced |
| Grey Street Capital, LLC | 853 | $333.2K | 0.05% | +853 | New |
| Foundations Investment Advisors, LLC | 849 | $331.7K | 0.01% | −97−10.3% | Reduced |
| Sage Mountain Advisors LLC | 847 | $330.9K | 0.03% | −58−6.4% | Reduced |
| Impact Partnership Wealth, LLC | 836 | $326.6K | 0.13% | +720+620.7% | Added |
| Sunbelt Securities, Inc. | 833 | $325.4K | 0.04% | −66−7.3% | Reduced |
| 1858 Wealth Management, LLC | 634 | $324.2K | 0.31% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 810 | $316.4K | 0.07% | +80+11.0% | Added |
| Arcadia Investment Management Corp | 805 | $314.5K | 0.06% | +5+0.6% | Added |
| Moran Wealth Management, LLC | 804 | $314.1K | 0.01% | +307+61.8% | Added |
| Herbst Group, LLC | 800 | $312.5K | 0.19% | −2,080−72.2% | Reduced |
| Smithfield Trust Co | 790 | $310.0K | 0.02% | −43−5.2% | Reduced |
| Howard Financial Services, Ltd. | 791 | $309.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 787 | $307.4K | 0.05% | −1−0.1% | Reduced |
| Soltis Investment Advisors LLC | 775 | $302.6K | 0.03% | +775 | New |
| Cary Street Partner Investment Advisory LLC | 772 | $301.6K | 0.01% | +772 | New |
| Oversea-Chinese Banking CORP Ltd | 774 | $301.4K | 0.01% | +774 | New |
| Raleigh Capital Management Inc. | 766 | $299.2K | 0.13% | +76+11.0% | Added |
| 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 |
| Mount Yale Investment Advisors, LLC | 759 | $296.5K | 0.02% | −16−2.1% | Reduced |
| Miracle Mile Advisors, LLC | 750 | $293.0K | 0.01% | −271−26.5% | Reduced |
| PFG Investments, LLC | 745 | $291.0K | 0.02% | +176+30.9% | Added |
| Fukoku Mutual Life Insurance Co | 742 | $289.9K | 0.02% | 00.0% | Unchanged |
| Mason & Associates Inc | 741 | $289.5K | 0.08% | +741 | New |
| Crescent Grove Advisors, LLC | 735 | $287.3K | 0.03% | +735 | New |
| Brandywine Oak Private Wealth LLC | 734 | $286.6K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 730 | $285.4K | 0.01% | −1−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 729 | $284.8K | 0.00% | −89−10.9% | Reduced |
| Wealthcare Advisory Partners LLC | 726 | $283.6K | 0.01% | +27+3.9% | Added |
| RSM US Wealth Management LLC | 718 | $280.5K | 0.01% | −85−10.6% | Reduced |
| Peapack Gladstone Financial Corp | 717 | $280.0K | 0.00% | +89+14.2% | Added |
| David Loasby | 778 | $279.1K | 0.03% | −12−1.5% | Reduced |
| Centaurus Financial, Inc. | 715 | $279.0K | 0.02% | −40−5.3% | Reduced |
| Great Diamond Partners, LLC | 713 | $278.5K | 0.06% | +5+0.7% | Added |
| Allworth Financial LP | 711 | $277.6K | 0.00% | +145+25.6% | Added |
| Tevis Investment Management | 702 | $274.2K | 0.23% | +1+0.1% | 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 |
| 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 |
| Guyasuta Investment Advisors Inc | 530 | $271.0K | 0.02% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 743 | $268.8K | 0.10% | −125−14.4% | Reduced |
| Smith Anglin Financial, LLC | 688 | $268.8K | 0.03% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 685 | $267.6K | 0.08% | +96+16.3% | Added |
| Vigilare Wealth Management | 684 | $267.2K | 0.13% | −118−14.7% | Reduced |
| Manhattan West Asset Management, LLC | 684 | $267.2K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 684 | $267.2K | 0.05% | +684 | New |
| Glenview Trust Co | 684 | $267.2K | 0.01% | +79+13.1% | Added |
| Canvas Wealth Advisors, LLC | 774 | $266.9K | 0.09% | +337+77.1% | Added |
| Exencial Wealth Advisors, LLC | 683 | $266.8K | 0.01% | +111+19.4% | Added |
| Johnson Investment Counsel Inc | 678 | $264.9K | 0.00% | +4+0.6% | Added |
| Marex Group plc | 677 | $264.5K | 0.01% | −44,327−98.5% | Reduced |
| Vanguard Capital Wealth Advisors | 675 | $263.7K | 0.19% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 672 | $263.0K | 0.10% | +144+27.3% | Added |
| Bradley Foster & Sargent Inc | 669 | $261.3K | 0.00% | −47−6.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 669 | $261.3K | 0.02% | +7+1.1% | Added |
| Quotient Wealth Partners, LLC | 668 | $261.0K | 0.01% | −174−20.7% | Reduced |
| Clearstead Advisors, LLC | 747 | $259.3K | 0.01% | −22−2.9% | Reduced |
| Lion Street Advisors, LLC | 507 | $259.2K | 0.11% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 761 | $258.0K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 657 | $256.7K | 0.01% | +657 | New |
| Coldstream Capital Management Inc | 655 | $255.9K | 0.01% | −110−14.4% | Reduced |
| Conway Capital Management, Inc. | 650 | $253.9K | 0.14% | −500−43.5% | Reduced |
| Ballentine Partners, LLC | 649 | $253.5K | 0.00% | −51−7.3% | Reduced |