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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 935 | $253.7K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 937 | $254.3K | 1.65% | −2,367−71.6% | Reduced |
| Sunbelt Securities, Inc. | 950 | $257.8K | 0.03% | +42+4.6% | Added |
| Strong Tower Advisory Services | 959 | $260.2K | 0.07% | +959 | New |
| GAMMA Investing LLC | 967 | $262.4K | 0.03% | +585+153.1% | Added |
| Tempus Wealth Planning, LLC | 967 | $262.4K | 0.10% | +967 | New |
| Brookstone Capital Management | 976 | $264.8K | 0.00% | +976 | New |
| Eqis Capital Management, Inc. | 980 | $266.0K | 0.02% | −1,255−56.2% | Reduced |
| MBB Public Markets I LLC | 990 | $268.6K | 0.02% | −7,252−88.0% | Reduced |
| SeaCrest Wealth Management, LLC | 992 | $269.2K | 0.03% | −188−15.9% | Reduced |
| CMT Capital Markets Trading GmbH | 996 | $270.0K | 0.12% | −1,207−54.8% | Reduced |
| Quent Capital, LLC | 989 | $270.2K | 0.03% | −181−15.5% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $271.4K | 0.08% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,000 | $271.4K | 0.15% | +285+39.9% | Added |
| Savant Capital, LLC | 1,001 | $271.6K | 0.00% | −58−5.5% | Reduced |
| Change Path, LLC | 1,009 | $273.8K | 0.01% | +1,009 | New |
| Raymond James Trust N.A. | 1,011 | $274.3K | 0.01% | −492−32.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,012 | $274.7K | 0.03% | +155+18.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $275.4K | 0.06% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,016 | $275.7K | 0.11% | +1,016 | New |
| Citizens Financial Group Inc | 1,017 | $276.0K | 0.01% | +176+20.9% | Added |
| Capital Markets Trading UK LLP | 1,016 | $276.0K | 0.26% | +1,016 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,020 | $276.8K | 0.01% | −15−1.4% | Reduced |
| Calamos Wealth Management LLC | 1,022 | $277.3K | 0.01% | −25,637−96.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,025 | $278.0K | 0.02% | −133−11.5% | Reduced |
| KRS Capital Management, LLC | 1,025 | $278.1K | 0.20% | −435−29.8% | Reduced |
| Sage Mountain Advisors LLC | 1,025 | $278.1K | 0.02% | +190+22.8% | Added |
| Waldron Private Wealth LLC | 1,034 | $280.6K | 0.01% | −37−3.5% | Reduced |
| Two Sigma Securities, LLC | 1,037 | $281.4K | 0.02% | −17,163−94.3% | Reduced |
| Financial Sense Advisors, Inc. | 1,041 | $282.5K | 0.08% | +1,041 | New |
| Avestar Capital, LLC | 1,050 | $284.9K | 0.03% | +1,050 | New |
| New England Research & Management, Inc. | 1,050 | $285.0K | 0.13% | +1,050 | New |
| Cary Street Partner Investment Advisory LLC | 1,055 | $286.3K | 0.01% | +70+7.1% | Added |
| Sigma Planning Corp | 1,076 | $292.0K | 0.01% | −285−20.9% | Reduced |
| Vident Advisory, LLC | 1,089 | $295.5K | 0.01% | −614−36.1% | Reduced |
| Rothschild Investment LLC | 1,089 | $295.5K | 0.02% | +107+10.9% | Added |
| Jennison Associates LLC | 1,091 | $296.1K | 0.00% | −364−25.0% | Reduced |
| Silverleafe Capital Partners, LLC | 1,100 | $298.5K | 0.11% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,017 | $299.2K | 0.07% | −1−0.1% | Reduced |
| Independence Bank of Kentucky | 1,106 | $300.1K | 0.06% | −560−33.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,110 | $301.2K | 0.02% | −1,186−51.7% | Reduced |
| Coldstream Capital Management Inc | 1,064 | $303.8K | 0.01% | +1,064 | New |
| Perigon Wealth Management, LLC | 1,120 | $304.0K | 0.01% | −306−21.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,126 | $305.5K | 0.09% | +168+17.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,127 | $305.7K | 0.01% | −78−6.5% | Reduced |
| Lebenthal Global Advisors, LLC | 1,133 | $307.4K | 0.06% | +215+23.4% | Added |
| Institute for Wealth Management, LLC. | 1,161 | $315.0K | 0.04% | −11−0.9% | Reduced |
| Wealth Alliance | 1,163 | $315.5K | 0.04% | +177+18.0% | Added |
| Clearstead Advisors, LLC | 1,175 | $318.8K | 0.00% | −32−2.7% | Reduced |
| TFG Advisers LLC | 1,181 | $320.5K | 0.12% | −305−20.5% | Reduced |
| CAPROCK Group, Inc. | 1,183 | $321.0K | 0.01% | −634−34.9% | Reduced |
| Alley Investment Management Company, LLC | 1,200 | $325.6K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,220 | $331.0K | 0.13% | +1,220 | New |
| Cigna Investments Inc | 1,232 | $334.0K | 0.06% | −26−2.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,245 | $337.8K | 0.17% | −1,460−54.0% | Reduced |
| Prelude Capital Management, LLC | 1,252 | $339.7K | 0.03% | −833−40.0% | Reduced |
| Csenge Advisory Group | 1,222 | $340.0K | 0.02% | −116−8.7% | Reduced |
| Smithfield Trust Co | 1,252 | $341.0K | 0.02% | +340+37.3% | Added |
| Roman Butler Fullerton & Co | 1,198 | $344.4K | 0.10% | +303+33.9% | Added |
| Old North State Trust, LLC | 1,280 | $347.0K | 0.28% | −75−5.5% | Reduced |
| Sandy Spring Bank | 1,279 | $347.1K | 0.01% | −417−24.6% | Reduced |
| Mattson Financial Services, LLC | 1,163 | $347.4K | 0.12% | −15−1.3% | Reduced |
| Net Worth Advisory Group | 1,283 | $348.1K | 0.10% | +1,283 | New |
| TD Private Client Wealth LLC | 1,283 | $348.1K | 0.01% | +1+0.1% | Added |
| First National Bank of Hutchinson | 1,293 | $350.9K | 0.23% | +250+24.0% | Added |
| Gilliland Jeter Wealth Management LLC | 1,320 | $358.2K | 0.12% | −1,077−44.9% | Reduced |
| Trust Asset Management LLC | 1,322 | $358.7K | 0.03% | 00.0% | Unchanged |
| Dohj, LLC | 1,380 | $359.5K | 0.08% | −1,182−46.1% | Reduced |
| BNP Paribas | 1,340 | $363.6K | 0.02% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,346 | $365.2K | 0.12% | −114−7.8% | Reduced |
| 1st Source Bank | 1,352 | $366.9K | 0.02% | −38−2.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,362 | $369.6K | 0.01% | −230−14.4% | Reduced |
| Geneos Wealth Management Inc. | 1,374 | $372.8K | 0.01% | +357+35.1% | Added |
| Winthrop Advisory Group LLC | 1,383 | $375.3K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,396 | $378.9K | 0.01% | +62+4.6% | Added |
| Washington Capital Management Inc | 1,400 | $379.9K | 0.29% | +1,400 | New |
| J.W. Cole Advisors, Inc. | 1,400 | $379.9K | 0.02% | +6+0.4% | Added |
| Moors & Cabot, Inc. | 1,446 | $392.4K | 0.02% | +1,446 | New |
| U.S. Capital Wealth Advisors, LLC | 1,455 | $394.8K | 0.01% | +676+86.8% | Added |
| Sapient Capital LLC | 1,461 | $396.4K | 0.01% | +1,461 | New |
| Stevens Capital Management LP | 1,481 | $402.0K | 0.06% | +1,481 | New |
| Aspen Wealth Strategies, LLC | 1,521 | $412.7K | 0.27% | +453+42.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,535 | $416.5K | 0.04% | +209+15.8% | Added |
| Global Retirement Partners, LLC | 1,536 | $416.8K | 0.01% | −156−9.2% | Reduced |
| Kingsview Wealth Management, LLC | 1,557 | $422.5K | 0.01% | −165−9.6% | Reduced |
| Abn Amro Investment Solutions | 1,558 | $422.8K | 0.01% | −5,585−78.2% | Reduced |
| Horizon Investments, LLC | 1,560 | $423.3K | 0.01% | −384−19.8% | Reduced |
| Miracle Mile Advisors, LLC | 1,560 | $423.3K | 0.01% | +608+63.9% | Added |
| Kovitz Investment Group Partners, LLC | 3,259 | $424.1K | 0.00% | −543−14.3% | Reduced |
| Sherbrooke Park Advisers LLC | 1,583 | $429.5K | 0.10% | −4,503−74.0% | Reduced |
| Avitas Wealth Management LLC | 1,584 | $429.8K | 0.06% | +123+8.4% | Added |
| Venture Visionary Partners LLC | 1,584 | $429.8K | 0.02% | −4,581−74.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,586 | $430.4K | 0.03% | −253−13.8% | Reduced |
| AE Wealth Management LLC | 1,590 | $431.5K | 0.00% | −112−6.6% | Reduced |
| Zacks Investment Management | 1,597 | $433.4K | 0.00% | −8,188−83.7% | Reduced |
| Glenmede Trust Co NA | 1,614 | $438.0K | 0.00% | +256+18.9% | Added |
| Assetmark, Inc | 1,618 | $439.0K | 0.00% | −29−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,620 | $439.6K | 0.00% | −2,099−56.4% | Reduced |
| Holistic Financial Partners | 1,625 | $440.9K | 0.21% | −29−1.8% | Reduced |
| Lake Street Financial LLC | 1,628 | $441.8K | 0.07% | +12+0.7% | Added |