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 |
|---|---|---|---|---|---|
| Painted Porch Advisors LLC | 279 | $75.7K | 0.04% | +278+27,800.0% | Added |
| Capital Advisors, Ltd. LLC | 297 | $81.0K | 0.01% | +2+0.7% | Added |
| Alta Advisers Ltd | 300 | $81.4K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $81.4K | 0.02% | +270+900.0% | Added |
| Central Pacific Bank - Trust Division | 305 | $82.8K | 0.01% | −1,198−79.7% | Reduced |
| Compass Wealth Management LLC | 315 | $85.5K | 0.02% | −99−23.9% | Reduced |
| Cape Investment Advisory, Inc. | 320 | $86.8K | 0.04% | +320 | New |
| GeoWealth Management, LLC | 321 | $87.1K | 0.00% | +321 | New |
| Gulf International Bank (UK) Ltd | 327 | $88.0K | 0.00% | −393−54.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 324 | $88.0K | 0.05% | +323+32,300.0% | Added |
| Plante Moran Financial Advisors, LLC | 325 | $88.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 335 | $90.9K | 0.00% | −214−39.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 339 | $92.0K | 0.00% | +339 | New |
| Oarsman Capital, Inc. | 347 | $94.2K | 0.02% | −532−60.5% | Reduced |
| Beacon Capital Management, LLC | 348 | $94.4K | 0.01% | +101+40.9% | Added |
| New Millennium Group LLC | 351 | $95.3K | 0.06% | −26−6.9% | Reduced |
| NBC Securities, Inc. | 362 | $98.0K | 0.01% | −153−29.7% | Reduced |
| Venturi Wealth Management, LLC | 391 | $106.1K | 0.01% | +6+1.6% | Added |
| Proequities, Inc. | 394 | $106.9K | 0.01% | −955−70.8% | Reduced |
| Tobam | 393 | $107.0K | 0.02% | +146+59.1% | Added |
| Jaffetilchin Investment Partners, LLC | 401 | $108.8K | 0.01% | +401 | New |
| Roble, Belko & Company, Inc | 407 | $110.0K | 0.02% | −14−3.3% | Reduced |
| Horrell Capital Management, Inc. | 412 | $112.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 421 | $114.2K | 0.03% | +18+4.5% | Added |
| North Star Investment Management Corp. | 430 | $116.7K | 0.01% | −60−12.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 439 | $119.1K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 464 | $125.9K | 0.01% | +194+71.9% | Added |
| Federated Hermes, Inc. | 509 | $138.1K | 0.00% | −57,019−99.1% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $149.5K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 552 | $149.8K | 0.01% | −46−7.7% | Reduced |
| Sentry Investment Management LLC | 558 | $151.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 584 | $158.6K | 0.01% | +47+8.8% | Added |
| NCP Inc. | 600 | $162.8K | 0.09% | 00.0% | Unchanged |
| Adirondack Trust Co | 611 | $165.8K | 0.06% | +571+1,427.5% | Added |
| First Horizon Advisors, Inc. | 611 | $165.8K | 0.00% | −150−19.7% | Reduced |
| Raleigh Capital Management Inc. | 618 | $167.7K | 0.06% | −9−1.4% | Reduced |
| Parkside Financial Bank & Trust | 671 | $182.1K | 0.03% | −232−25.7% | Reduced |
| Lindbrook Capital, LLC | 713 | $193.5K | 0.02% | +316+79.6% | Added |
| Montag A & Associates Inc | 715 | $194.0K | 0.01% | −60−7.7% | Reduced |
| North Growth Management Ltd. | 1,000 | $195.0K | 0.04% | +1,000 | Added |
| Gallacher Capital Management LLC | 739 | $200.5K | 0.09% | −43−5.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 742 | $201.3K | 0.01% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 751 | $203.8K | 0.10% | +751 | New |
| CTC LLC | 753 | $204.3K | 0.01% | −20,840−96.5% | Reduced |
| Davenport & Co LLC | 756 | $205.1K | 0.00% | −1,117−59.6% | Reduced |
| Ronald Blue Trust, Inc. | 688 | $205.5K | 0.00% | −988−58.9% | Reduced |
| Umb Bank N A | 758 | $205.7K | 0.00% | −106−12.3% | Reduced |
| Gryphon Financial Partners LLC | 762 | $206.8K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 764 | $207.3K | 0.08% | +764 | New |
| Capital Market Strategies LLC | 770 | $208.9K | 0.13% | +10+1.3% | Added |
| Qsemble Capital Management, LP | 773 | $209.8K | 0.04% | +773 | New |
| SkyOak Wealth, LLC | 774 | $210.0K | 0.05% | −2,020−72.3% | Reduced |
| Confluence Wealth Services, Inc. | 777 | $210.8K | 0.02% | +777 | New |
| Simon Quick Advisors, LLC | 780 | $211.7K | 0.01% | −448−36.5% | Reduced |
| Advisor Resource Council | 780 | $211.7K | 0.10% | +780 | New |
| Symphony Financial, Ltd. Co. | 757 | $211.9K | 0.04% | +757 | New |
| Centaurus Financial, Inc. | 787 | $214.0K | 0.01% | +2+0.3% | Added |
| Merit Financial Group, LLC | 790 | $214.4K | 0.00% | −379−32.4% | Reduced |
| HBW Advisory Services LLC | 799 | $216.8K | 0.03% | +799 | New |
| Arcadia Investment Management Corp | 800 | $217.1K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 800 | $217.1K | 0.07% | +800 | New |
| Harmony Asset Management LLC | 800 | $217.1K | 0.08% | +800 | New |
| Schonfeld Strategic Advisors LLC | 801 | $217.3K | 0.00% | −85,243−99.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 801 | $217.4K | 0.01% | +801 | New |
| UMA Financial Services, Inc. | 761 | $218.8K | 0.04% | −2−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 810 | $219.8K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 754 | $221.0K | 0.01% | +754 | New |
| Ancora Advisors, LLC | 816 | $221.4K | 0.01% | +164+25.2% | Added |
| Florida Financial Advisors, LLC | 823 | $223.3K | 0.12% | +823 | New |
| Skopos Labs, Inc. | 826 | $224.1K | 0.07% | +264+47.0% | Added |
| Lineweaver Wealth Advisors, LLC | 827 | $224.4K | 0.04% | +22+2.7% | Added |
| Kingswood Wealth Advisors, LLC | 829 | $224.9K | 0.02% | −421−33.7% | Reduced |
| Lazard Asset Management LLC | 838 | $226.0K | 0.00% | −344,118−99.8% | Reduced |
| Covestor Ltd | 833 | $226.0K | 0.14% | +185+28.5% | Added |
| Howard Financial Services, Ltd. | 836 | $226.8K | 0.03% | +21+2.6% | Added |
| C M Bidwell & Associates Ltd | 845 | $229.3K | 0.14% | −29−3.3% | Reduced |
| Aptus Capital Advisors, LLC | 847 | $229.8K | 0.00% | −177−17.3% | Reduced |
| Empirical Asset Management, LLC | 854 | $231.7K | 0.08% | +117+15.9% | Added |
| Claro Advisors LLC | 854 | $231.8K | 0.03% | +854 | New |
| Lafayette Investments, Inc. | 855 | $232.0K | 0.05% | +114+15.4% | Added |
| Highland Capital Management, LLC | 862 | $233.9K | 0.01% | 00.0% | Unchanged |
| Iron Financial, LLC | 863 | $234.2K | 0.13% | +863 | New |
| LGT Fund Management Co Ltd. | 900 | $234.5K | 0.02% | +210+30.4% | Added |
| Foundations Investment Advisors, LLC | 868 | $235.5K | 0.00% | −157−15.3% | Reduced |
| Verus Capital Partners, LLC | 870 | $236.1K | 0.02% | −115−11.7% | Reduced |
| Mach-1 Financial Group, Inc. | 872 | $236.6K | 0.15% | +20+2.3% | Added |
| Flagship Harbor Advisors, LLC | 873 | $236.9K | 0.01% | −523−37.5% | Reduced |
| Neo Ivy Capital Management | 880 | $238.0K | 0.08% | +880 | New |
| Hennion & Walsh Asset Management, Inc. | 880 | $238.8K | 0.01% | +880 | New |
| Smith Anglin Financial, LLC | 889 | $241.2K | 0.02% | +101+12.8% | Added |
| Wetherby Asset Management Inc | 904 | $245.3K | 0.01% | −239−20.9% | Reduced |
| Fred Alger Management, LLC | 904 | $245.3K | 0.00% | −26,174−96.7% | Reduced |
| Eastern Bank | 904 | $245.3K | 0.00% | −1,396−60.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 909 | $246.8K | 0.06% | −2−0.2% | Reduced |
| Equitable Trust Co | 916 | $248.6K | 0.02% | −133−12.7% | Reduced |
| Silver Coast Investments LLC | 916 | $248.6K | 0.09% | +152+19.9% | Added |
| Bryn Mawr Trust Co | 918 | $249.1K | 0.00% | +918 | New |
| Hancock Whitney Corp | 923 | $250.5K | 0.01% | −14−1.5% | Reduced |
| Bleakley Financial Group, LLC | 926 | $251.3K | 0.01% | −697−42.9% | Reduced |
| Hollencrest Capital Management | 929 | $252.1K | 0.01% | +20+2.2% | Added |