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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 875 | $255.3K | 0.02% | +875 | New |
| Mach-1 Financial Group, Inc. | 852 | $254.5K | 0.18% | −62−6.8% | Reduced |
| Freestone Capital Holdings, LLC | 851 | $254.2K | 0.01% | −1,130−57.0% | Reduced |
| Whittier Trust Co | 850 | $253.9K | 0.00% | −110−11.5% | Reduced |
| Citizens Financial Group Inc | 841 | $251.2K | 0.01% | +78+10.2% | Added |
| Sage Mountain Advisors LLC | 835 | $249.4K | 0.02% | −12−1.4% | Reduced |
| Howard Financial Services, Ltd. | 815 | $243.4K | 0.04% | +24+3.0% | Added |
| Ipswich Investment Management Co., Inc. | 810 | $241.9K | 0.06% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 810 | $241.9K | 0.18% | +810 | New |
| Lineweaver Wealth Advisors, LLC | 805 | $240.5K | 0.05% | −52−6.1% | Reduced |
| Arrowroot Family Office, LLC | 805 | $240.5K | 0.15% | +175+27.8% | Added |
| Baader Bank INC | 853 | $239.7K | 0.02% | +853 | New |
| Arcadia Investment Management Corp | 800 | $239.0K | 0.04% | −5−0.6% | Reduced |
| Coastline Trust Co | 790 | $236.0K | 0.03% | −780−49.7% | Reduced |
| Smith Anglin Financial, LLC | 788 | $235.4K | 0.02% | +100+14.5% | Added |
| Centaurus Financial, Inc. | 785 | $235.0K | 0.02% | +70+9.8% | Added |
| Gallacher Capital Management LLC | 782 | $233.6K | 0.12% | +782 | New |
| U.S. Capital Wealth Advisors, LLC | 779 | $232.7K | 0.01% | +122+18.6% | Added |
| Montag A & Associates Inc | 775 | $231.5K | 0.01% | −2,483−76.2% | Reduced |
| Corton Capital Inc. | 767 | $229.1K | 0.12% | +767 | New |
| Silver Coast Investments LLC | 764 | $228.2K | 0.09% | +764 | New |
| Gryphon Financial Partners LLC | 762 | $227.6K | 0.03% | −181−19.2% | Reduced |
| Western Wealth Management, LLC | 761 | $227.3K | 0.02% | −450−37.2% | Reduced |
| First Horizon Advisors, Inc. | 761 | $227.3K | 0.01% | −272−26.3% | Reduced |
| Capital Market Strategies LLC | 760 | $227.0K | 0.14% | +760 | New |
| Clare Market Investments LLC | 749 | $223.7K | 0.06% | −580−43.6% | Reduced |
| UMA Financial Services, Inc. | 763 | $222.6K | 0.04% | +2+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 742 | $221.6K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 741 | $221.3K | 0.06% | −435−37.0% | Reduced |
| Lafayette Investments, Inc. | 741 | $221.3K | 0.05% | +187+33.8% | Added |
| Empirical Asset Management, LLC | 737 | $220.1K | 0.08% | +123+20.0% | Added |
| Brandywine Oak Private Wealth LLC | 734 | $219.1K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 562 | $216.5K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 723 | $216.0K | 0.10% | +348+92.8% | Added |
| Gulf International Bank (UK) Ltd | 720 | $215.0K | 0.01% | −429−37.3% | Reduced |
| Lifestyle Asset Management, Inc. | 715 | $213.6K | 0.12% | +715 | New |
| Westfield Capital Management Co LP | 706 | $210.9K | 0.00% | −88,368−99.2% | Reduced |
| Soltis Investment Advisors LLC | 700 | $209.2K | 0.02% | −75−9.7% | Reduced |
| Moneta Group Investment Advisors LLC | 700 | $209.1K | 0.00% | +700 | New |
| LGT Fund Management Co Ltd. | 690 | $206.1K | 0.03% | +690 | New |
| Vigilare Wealth Management | 684 | $204.3K | 0.09% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 684 | $204.3K | 0.06% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 684 | $204.3K | 0.01% | +1+0.1% | Added |
| Narwhal Capital Management | 680 | $203.1K | 0.02% | +680 | New |
| Prospera Financial Services Inc | 678 | $202.5K | 0.01% | −199−22.7% | Reduced |
| Johnson Investment Counsel Inc | 674 | $201.3K | 0.00% | −4−0.6% | Reduced |
| Bridges Investment Management Inc | 671 | $200.4K | 0.00% | +671 | New |
| Richard W. Paul & Associates, LLC | 663 | $198.0K | 0.08% | −37−5.3% | Reduced |
| Ancora Advisors, LLC | 652 | $194.8K | 0.00% | +20+3.2% | Added |
| Covestor Ltd | 648 | $194.0K | 0.13% | +122+23.2% | Added |
| Raleigh Capital Management Inc. | 627 | $187.3K | 0.08% | −139−18.1% | Reduced |
| NCP Inc. | 600 | $179.2K | 0.11% | −600−50.0% | Reduced |
| Sentry Investment Management LLC | 558 | $167.0K | 0.07% | −114−17.0% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $164.6K | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 537 | $160.4K | 0.01% | +236+78.4% | Added |
| Laurel Wealth Advisors LLC | 531 | $158.6K | 0.03% | +108+25.5% | Added |
| State of Wyoming | 521 | $155.6K | 0.03% | −979−65.3% | Reduced |
| ORG Partners LLC | 514 | $155.4K | 0.02% | +514 | New |
| EverSource Wealth Advisors, LLC | 598 | $154.7K | 0.01% | +60+11.2% | Added |
| Allworth Financial LP | 549 | $153.8K | 0.00% | −162−22.8% | Reduced |
| NBC Securities, Inc. | 515 | $153.0K | 0.01% | −569−52.5% | Reduced |
| North Star Investment Management Corp. | 490 | $146.4K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 450 | $134.4K | 0.07% | −9−2.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 439 | $131.1K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 421 | $126.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 414 | $123.7K | 0.03% | +40+10.7% | Added |
| Horrell Capital Management, Inc. | 412 | $123.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 403 | $120.4K | 0.04% | −3−0.7% | Reduced |
| Lindbrook Capital, LLC | 397 | $118.6K | 0.01% | −148−27.2% | Reduced |
| Venturi Wealth Management, LLC | 385 | $115.0K | 0.01% | −45−10.5% | Reduced |
| GAMMA Investing LLC | 382 | $114.1K | 0.02% | −89−18.9% | Reduced |
| PFG Private Wealth Management, LLC | 378 | $112.9K | 0.07% | +79+26.4% | Added |
| New Millennium Group LLC | 377 | $112.7K | 0.07% | −202−34.9% | Reduced |
| Cromwell Holdings LLC | 377 | $112.6K | 0.07% | +377 | New |
| Quarry LP | 355 | $106.0K | 0.04% | +263+285.9% | Added |
| North Growth Management Ltd. | 0 | $100.0K | 0.02% | 0 | Unchanged |
| Mather Group, LLC. | 255 | $99.5K | 0.00% | +131+105.6% | Added |
| Plante Moran Financial Advisors, LLC | 325 | $97.1K | 0.01% | 00.0% | Unchanged |
| Nkcfo LLC | 300 | $90.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $89.6K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 300 | $89.6K | 0.01% | +7+2.4% | Added |
| United Community Bank | 295 | $88.1K | 0.04% | −10−3.3% | Reduced |
| Capital Advisors, Ltd. LLC | 295 | $88.0K | 0.01% | +282+2,169.2% | Added |
| Opal Wealth Advisors, LLC | 289 | $86.3K | 0.03% | +289 | New |
| Rosenberg Matthew Hamilton | 278 | $84.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 270 | $80.6K | 0.01% | −269−49.9% | Reduced |
| Hantz Financial Services, Inc. | 257 | $77.0K | 0.00% | −54−17.4% | Reduced |
| Rise Advisors, LLC | 257 | $76.8K | 0.04% | −3−1.2% | Reduced |
| Tobam | 247 | $74.0K | 0.01% | −243−49.6% | Reduced |
| Beacon Capital Management, LLC | 247 | $73.8K | 0.01% | +53+27.3% | Added |
| Pacifica Partners Inc. | 245 | $73.5K | 0.03% | +25+11.4% | Added |
| Manitou Investment Management Ltd. | 245 | $73.2K | 0.02% | +160+188.2% | Added |
| Key Financial Inc | 243 | $72.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 239 | $71.4K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 226 | $67.5K | 0.01% | −190−45.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 225 | $67.2K | 0.00% | −40−15.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 230 | $67.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 220 | $65.7K | 0.03% | +30+15.8% | Added |
| Natixis Investment Managers International | 215 | $64.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 210 | $62.7K | 0.02% | +23+12.3% | Added |