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, Q2 2024
Institutional positions in lululemon athletica inc. as of Jun 30, 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
- 1,081
- −98 vs. Q1 2024
- Shares held
- 109.5M
- +4.21M (+4.0%) vs. Q1 2024
- Total value
- $31.3B
- −$9.77B (−23.8%) vs. Q1 2024
- New holders
- 128
- 464 more added
- Sold out
- 226
- 362 more reduced
12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 34 | $10.2K | 0.00% | −8−19.0% | Reduced |
| Zions Bancorporation, N.A. | 34 | $10.2K | 0.00% | −4−10.5% | Reduced |
| Clean Yield Group | 36 | $10.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 36 | $10.8K | 0.00% | −43−54.4% | Reduced |
| Aviso Financial Inc. | 40 | $11.9K | 0.00% | +40 | New |
| Adirondack Trust Co | 40 | $11.9K | 0.00% | −1−2.4% | Reduced |
| McIlrath & Eck, LLC | 40 | $11.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 40 | $11.9K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 40 | $11.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $11.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $13.1K | 0.00% | +24+120.0% | Added |
| Heritage Wealth Advisors | 44 | $13.1K | 0.00% | +27+158.8% | Added |
| Johnson Financial Group, Inc. | 44 | $13.1K | 0.00% | +44 | New |
| Activest Wealth Management | 46 | $13.8K | 0.00% | +46 | New |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $14.0K | 0.00% | −64−56.6% | Reduced |
| Asset Dedication, LLC | 47 | $14.0K | 0.00% | −925−95.2% | Reduced |
| Washington Trust Co | 47 | $14.0K | 0.00% | +2+4.4% | Added |
| Field & Main Bank | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $14.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $15.2K | 0.00% | −7−12.1% | Reduced |
| Tradewinds Capital Management, LLC | 51 | $15.2K | 0.00% | 00.0% | Unchanged |
| Value Star Asset Management (Hong Kong) Ltd | 4,653,746 | $15.6K | 0.01% | +4,630,466+19,890.3% | Added |
| Morton Brown Family Wealth, LLC | 60 | $17.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $17.3K | 0.00% | +55+1,833.3% | Added |
| Richardson Financial Services Inc. | 63 | $18.8K | 0.01% | +61+3,050.0% | Added |
| Toth Financial Advisory Corp | 63 | $18.8K | 0.00% | −44−41.1% | Reduced |
| True Wealth Design, LLC | 63 | $18.8K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 65 | $19.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $19.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $19.7K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 67 | $20.0K | 0.00% | +15+28.8% | Added |
| Jackson Square Partners, LLC | 68 | $20.3K | 0.00% | −63−48.1% | Reduced |
| Pinnacle Bancorp, Inc. | 68 | $20.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 69 | $20.6K | 0.00% | −49−41.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $21.2K | 0.01% | +16+29.1% | Added |
| Financial Network Wealth Advisors LLC | 71 | $21.2K | 0.02% | +71 | New |
| FinTrust Capital Advisors, LLC | 72 | $21.5K | 0.00% | −21−22.6% | Reduced |
| Bogart Wealth, LLC | 74 | $22.1K | 0.00% | −2−2.6% | Reduced |
| Delta Asset Management LLC | 75 | $22.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $22.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 77 | $23.0K | 0.00% | −1−1.3% | Reduced |
| Central Trust Co | 81 | $24.2K | 0.00% | +70+636.4% | Added |
| Sugarloaf Wealth Management, LLC | 82 | $24.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 82 | $24.5K | 0.01% | +18+28.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 84 | $25.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 87 | $26.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $27.0K | 0.00% | +12+15.4% | Added |
| Benjamin Edwards Inc | 95 | $28.0K | 0.01% | +26+37.7% | Added |
| Larson Financial Group LLC | 98 | $29.3K | 0.00% | +43+78.2% | Added |
| Trust Co of Vermont | 101 | $30.2K | 0.00% | +25+32.9% | Added |
| Baldwin Brothers Inc | 102 | $30.5K | 0.00% | −80−44.0% | Reduced |
| Versant Capital Management, Inc | 105 | $31.4K | 0.01% | +40+61.5% | Added |
| Harbour Investments, Inc. | 108 | $32.3K | 0.00% | +14+14.9% | Added |
| Ridgewood Investments LLC | 110 | $32.9K | 0.02% | +110 | New |
| Dnca Finance | 114 | $34.1K | 0.00% | +114 | New |
| Game Plan Financial Advisors, LLC | 115 | $34.4K | 0.02% | −12−9.4% | Reduced |
| HHM Wealth Advisors, LLC | 115 | $34.4K | 0.01% | +46+66.7% | Added |
| Catalyst Capital Advisors LLC | 117 | $34.9K | 0.00% | +3+2.6% | Added |
| Operose Advisors LLC | 119 | $35.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 119 | $35.5K | 0.00% | +119 | New |
| Centerpoint Advisors, LLC | 125 | $37.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 125 | $37.3K | 0.00% | +27+27.6% | Added |
| Hexagon Capital Partners LLC | 127 | $37.9K | 0.01% | +93+273.5% | Added |
| Strengthening Families & Communities, LLC | 126 | $38.0K | 0.01% | +126 | New |
| Center for Financial Planning, Inc. | 130 | $38.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 127 | $39.2K | 0.01% | −149−54.0% | Reduced |
| Carolinas Wealth Consulting LLC | 133 | $39.6K | 0.01% | −12−8.3% | Reduced |
| CVA Family Office, LLC | 138 | $41.2K | 0.01% | −7−4.8% | Reduced |
| Tompkins Financial Corp | 140 | $41.8K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 125 | $43.4K | 0.00% | +125 | New |
| Crewe Advisors LLC | 159 | $47.5K | 0.01% | +17+12.0% | Added |
| Chilton Capital Management LLC | 160 | $47.8K | 0.00% | +101+171.2% | Added |
| Grove Bank & Trust | 162 | $48.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 172 | $51.4K | 0.00% | −58−25.2% | Reduced |
| Wunderlich Capital Managemnt | 175 | $52.3K | 0.02% | −87−33.2% | Reduced |
| Peoples Financial Services Corp. | 200 | $59.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 204 | $61.0K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 207 | $61.8K | 0.03% | +11+5.6% | Added |
| Orion Capital Management LLC | 210 | $62.7K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 210 | $62.7K | 0.02% | +23+12.3% | Added |
| Natixis Investment Managers International | 215 | $64.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 220 | $65.7K | 0.03% | +30+15.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 230 | $67.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 225 | $67.2K | 0.00% | −40−15.1% | Reduced |
| Private Trust Co NA | 226 | $67.5K | 0.01% | −190−45.7% | Reduced |
| West Branch Capital LLC | 239 | $71.4K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 243 | $72.6K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 245 | $73.2K | 0.02% | +160+188.2% | Added |
| Pacifica Partners Inc. | 245 | $73.5K | 0.03% | +25+11.4% | Added |
| Beacon Capital Management, LLC | 247 | $73.8K | 0.01% | +53+27.3% | Added |
| Tobam | 247 | $74.0K | 0.01% | −243−49.6% | Reduced |
| Rise Advisors, LLC | 257 | $76.8K | 0.04% | −3−1.2% | Reduced |
| Hantz Financial Services, Inc. | 257 | $77.0K | 0.00% | −54−17.4% | Reduced |
| Quadrant Capital Group LLC | 270 | $80.6K | 0.01% | −269−49.9% | Reduced |
| Rosenberg Matthew Hamilton | 278 | $84.1K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 289 | $86.3K | 0.03% | +289 | New |
| Capital Advisors, Ltd. LLC | 295 | $88.0K | 0.01% | +282+2,169.2% | Added |
| United Community Bank | 295 | $88.1K | 0.04% | −10−3.3% | Reduced |