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, Q3 2024
Institutional positions in lululemon athletica inc. as of Sep 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
- 1,084
- +12 vs. Q2 2024
- Shares held
- 100.3M
- −36.3K (0.0%) vs. Q2 2024
- Total value
- $27.0B
- −$1.60B (−5.6%) vs. Q2 2024
- New holders
- 152
- 392 more added
- Sold out
- 140
- 403 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 38 | $10.3K | 0.00% | +4+11.8% | Added |
| City Holding Co | 40 | $10.9K | 0.00% | +20+100.0% | Added |
| McIlrath & Eck, LLC | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 40 | $10.9K | 0.01% | +40 | New |
| Manchester Capital Management LLC | 40 | $10.9K | 0.00% | +26+185.7% | Added |
| Brown, Lisle/Cummings, Inc. | 42 | $11.4K | 0.00% | +21+100.0% | Added |
| True Wealth Design, LLC | 43 | $11.7K | 0.00% | −20−31.7% | Reduced |
| Heritage Wealth Advisors | 44 | $11.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $11.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 44 | $11.9K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 40 | $11.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 45 | $12.2K | 0.00% | −36−44.4% | Reduced |
| M&R Capital Management Inc | 46 | $12.5K | 0.00% | +46 | New |
| Activest Wealth Management | 46 | $12.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 47 | $12.8K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $13.6K | 0.00% | −80−61.5% | Reduced |
| Eagle Bay Advisors LLC | 50 | $13.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 52 | $14.1K | 0.00% | −30−36.6% | Reduced |
| Toth Financial Advisory Corp | 55 | $14.9K | 0.00% | −8−12.7% | Reduced |
| MV Capital Management, Inc. | 56 | $15.2K | 0.00% | +28+100.0% | Added |
| Morton Brown Family Wealth, LLC | 60 | $16.3K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 62 | $16.8K | 0.00% | −9,009−99.3% | Reduced |
| Capital Performance Advisors LLP | 65 | $17.5K | 0.01% | +65 | New |
| Union Savings Bank | 65 | $17.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $17.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $17.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 55 | $18.2K | 0.00% | +5+10.0% | Added |
| Pinnacle Bancorp, Inc. | 68 | $18.5K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 68 | $18.5K | 0.00% | +68 | New |
| Richardson Financial Services Inc. | 63 | $18.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 70 | $19.0K | 0.00% | −2−2.8% | Reduced |
| Operose Advisors LLC | 74 | $20.1K | 0.01% | −45−37.8% | Reduced |
| Bogart Wealth, LLC | 74 | $20.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $20.4K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 75 | $20.4K | 0.01% | +75 | New |
| Fortitude Family Office, LLC | 75 | $20.4K | 0.01% | +75 | New |
| Farmers & Merchants Investments Inc | 77 | $20.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 79 | $21.4K | 0.00% | −93−54.1% | Reduced |
| Ashton Thomas Securities, LLC | 81 | $22.0K | 0.00% | +81 | New |
| Sugarloaf Wealth Management, LLC | 82 | $22.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 83 | $22.5K | 0.01% | +83 | New |
| TSFG, LLC | 87 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 91 | $24.7K | 0.00% | −10−9.9% | Reduced |
| Catalyst Capital Advisors LLC | 94 | $25.5K | 0.00% | −23−19.7% | Reduced |
| Larson Financial Group LLC | 97 | $26.3K | 0.00% | −1−1.0% | Reduced |
| Harbour Investments, Inc. | 105 | $28.5K | 0.00% | −3−2.8% | Reduced |
| Cromwell Holdings LLC | 106 | $28.8K | 0.02% | −271−71.9% | Reduced |
| Paladin Wealth, LLC | 108 | $29.3K | 0.03% | +108 | New |
| Quarry LP | 109 | $29.6K | 0.01% | −246−69.3% | Reduced |
| Ridgewood Investments LLC | 110 | $29.8K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 115 | $31.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $31.5K | 0.00% | +65+127.5% | Added |
| Caitlin John, LLC | 98 | $32.2K | 0.02% | +96+4,800.0% | Added |
| SRS Capital Advisors, Inc. | 119 | $32.3K | 0.00% | +61+105.2% | Added |
| Hexagon Capital Partners LLC | 123 | $33.4K | 0.01% | −4−3.1% | Reduced |
| HHM Wealth Advisors, LLC | 123 | $33.4K | 0.00% | +8+7.0% | Added |
| American National Bank | 125 | $33.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $34.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 126 | $34.2K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 127 | $34.5K | 0.01% | −323−71.8% | Reduced |
| Carolinas Wealth Consulting LLC | 127 | $34.5K | 0.01% | −6−4.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 128 | $34.7K | 0.00% | −826−86.6% | Reduced |
| GW&K Investment Management, LLC | 131 | $36.0K | 0.00% | +41+45.6% | Added |
| Aster Capital Management (DIFC) Ltd | 135 | $36.6K | 0.01% | +135 | New |
| Tompkins Financial Corp | 140 | $38.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 145 | $39.3K | 0.00% | +76+110.1% | Added |
| Mather Group, LLC. | 147 | $39.9K | 0.00% | −108−42.4% | Reduced |
| Grove Bank & Trust | 162 | $44.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 168 | $45.6K | 0.01% | +63+60.0% | Added |
| Dnca Finance | 172 | $46.7K | 0.00% | +58+50.9% | Added |
| CoreCap Advisors, LLC | 177 | $48.0K | 0.00% | +177 | New |
| Clear Street Markets LLC | 183 | $50.0K | 0.03% | +167+1,043.8% | Added |
| Peoples Financial Services Corp. | 200 | $54.3K | 0.02% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 200 | $54.3K | 0.01% | −1,493−88.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 204 | $55.0K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 204 | $55.4K | 0.00% | −9,664−97.9% | Reduced |
| Private Trust Co NA | 206 | $55.9K | 0.01% | −20−8.8% | Reduced |
| Natixis Investment Managers International | 215 | $58.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $59.8K | 0.00% | −30−13.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 225 | $61.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 225 | $63.0K | 0.01% | +98+77.2% | Added |
| Asset Dedication, LLC | 236 | $64.0K | 0.00% | +189+402.1% | Added |
| Y.D. More Investments Ltd | 238 | $64.6K | 0.01% | −1,055−81.6% | Reduced |
| West Branch Capital LLC | 239 | $65.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 243 | $65.9K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 245 | $66.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $67.8K | 0.01% | −281−52.9% | Reduced |
| Avondale Wealth Management | 250 | $67.8K | 0.04% | +250 | New |
| ORG Partners LLC | 255 | $69.2K | 0.01% | −259−50.4% | Reduced |
| Pacifica Partners Inc. | 255 | $69.2K | 0.03% | +10+4.1% | Added |
| CVA Family Office, LLC | 255 | $69.2K | 0.01% | +117+84.8% | Added |
| Rise Advisors, LLC | 257 | $69.7K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 260 | $70.6K | 0.03% | −35−11.9% | Reduced |
| Coastline Trust Co | 270 | $73.3K | 0.01% | −520−65.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 271 | $74.0K | 0.01% | +258+1,984.6% | Added |
| Rosenberg Matthew Hamilton | 278 | $75.4K | 0.02% | 00.0% | Unchanged |