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 |
|---|---|---|---|---|---|
| MAI Capital Management | 2,865 | $777.5K | 0.01% | −682−19.2% | Reduced |
| American Trust | 2,894 | $785.3K | 0.06% | +2,894 | New |
| Kempen Capital Management N.V. | 2,900 | $786.9K | 0.01% | −208−6.7% | Reduced |
| Marshall Financial Group LLC | 2,905 | $788.3K | 0.19% | −24−0.8% | Reduced |
| Meridian Wealth Management, LLC | 2,915 | $791.0K | 0.04% | +2,915 | New |
| Wahed Invest LLC | 2,931 | $795.3K | 0.14% | +284+10.7% | Added |
| Colonial Trust Advisors | 2,942 | $798.4K | 0.07% | −979−25.0% | Reduced |
| Financial Advocates Investment Management | 2,960 | $803.2K | 0.05% | +1,464+97.9% | Added |
| Park Avenue Securities LLC | 2,967 | $805.0K | 0.01% | −2,330−44.0% | Reduced |
| Independent Advisor Alliance | 2,977 | $807.7K | 0.03% | +315+11.8% | Added |
| Ally Financial Inc. | 3,000 | $814.0K | 0.10% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 3,000 | $814.0K | 0.50% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 3,000 | $814.0K | 0.69% | +3,000 | New |
| Sanders Morris Harris LLC | 3,008 | $816.2K | 0.14% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,019 | $819.2K | 0.03% | +963+46.8% | Added |
| Jump Financial, LLC | 3,042 | $825.4K | 0.02% | −10,700−77.9% | Reduced |
| Principal Securities, Inc. | 3,048 | $826.9K | 0.02% | +188+6.6% | Added |
| First Pacific Financial | 3,052 | $828.2K | 0.19% | +410+15.5% | Added |
| Quest Partners LLC | 3,060 | $830.3K | 0.07% | +1,381+82.3% | Added |
| Transcend Wealth Collective, LLC | 3,068 | $832.5K | 0.06% | −16−0.5% | Reduced |
| D.A. Davidson & Co. | 3,074 | $834.1K | 0.01% | +356+13.1% | Added |
| Jamison Private Wealth Management, Inc. | 3,074 | $834.1K | 0.13% | +557+22.1% | Added |
| Balyasny Asset Management LLC | 3,093 | $839.3K | 0.00% | +3,093 | New |
| Squarepoint Ops LLC | 3,096 | $840.1K | 0.00% | −127,473−97.6% | Reduced |
| Dark Forest Capital Management LP | 3,143 | $852.9K | 0.11% | +3,143 | New |
| Tokio Marine Asset Management Co Ltd | 3,164 | $858.6K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,181 | $863.2K | 0.13% | +746+30.6% | Added |
| Arete Wealth Advisors, LLC | 3,224 | $875.0K | 0.08% | +3,224 | New |
| EFG Asset Management (Americas) Corp. | 3,227 | $875.6K | 0.17% | +3,227 | New |
| Schear Investment Advisers, LLC | 3,234 | $877.5K | 0.54% | +201+6.6% | Added |
| First Financial Bankshares Inc | 3,255 | $883.2K | 0.02% | +288+9.7% | Added |
| Moody National Bank Trust Division | 3,263 | $885.4K | 0.09% | +420+14.8% | Added |
| Alerus Financial NA | 3,264 | $885.7K | 0.07% | −947−22.5% | Reduced |
| CWM, LLC | 3,294 | $894.0K | 0.00% | +398+13.7% | Added |
| J. Safra Sarasin Holding AG | 3,309 | $897.9K | 0.02% | −104−3.0% | Reduced |
| Huntington National Bank | 3,316 | $899.8K | 0.01% | −1,966−37.2% | Reduced |
| NVWM, LLC | 3,333 | $904.4K | 0.23% | +339+11.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,349 | $908.6K | 0.05% | +1,102+49.0% | Added |
| Silvant Capital Management LLC | 3,374 | $915.5K | 0.04% | −10,020−74.8% | Reduced |
| BIT Capital GmbH | 3,383 | $918.0K | 0.09% | +3,383 | New |
| Clare Market Investments LLC | 3,389 | $919.6K | 0.24% | +2,640+352.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,405 | $923.9K | 0.06% | −291−7.9% | Reduced |
| Congress Park Capital LLC | 3,410 | $925.3K | 0.34% | +1,340+64.7% | Added |
| Beacon Pointe Advisors, LLC | 3,411 | $925.7K | 0.01% | +2,290+204.3% | Added |
| Capitol Family Office, Inc. | 3,416 | $926.9K | 1.15% | −300−8.1% | Reduced |
| GAM Holding AG | 3,418 | $927.3K | 0.07% | −12−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 3,446 | $935.1K | 0.00% | −590−14.6% | Reduced |
| EPG Wealth Management LLC | 3,459 | $938.6K | 0.24% | +3,459 | Added |
| Farther Finance Advisors, LLC | 3,461 | $939.4K | 0.04% | +1,270+58.0% | Added |
| Narwhal Capital Management | 3,509 | $952.2K | 0.09% | +2,829+416.0% | Added |
| Shepherd Financial Partners LLC | 3,511 | $952.7K | 0.11% | +3,511 | New |
| Edgestream Partners, L.P. | 3,514 | $953.5K | 0.04% | −5,697−61.8% | Reduced |
| Asio Capital, LLC | 3,514 | $953.5K | 0.18% | −5,001−58.7% | Reduced |
| GWM Advisors LLC | 3,521 | $955.2K | 0.01% | −3,245−48.0% | Reduced |
| JT Stratford LLC | 3,574 | $969.8K | 0.17% | +3,574 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,644 | $988.8K | 0.02% | −3−0.1% | Reduced |
| Signaturefd, LLC | 3,720 | $1.01M | 0.02% | −234−5.9% | Reduced |
| Wolverine Trading, LLC | 3,626 | $1.02M | 0.03% | −68,249−95.0% | Reduced |
| Nemes Rush Group LLC | 2,620 | $1.02M | 0.15% | −170−6.1% | Reduced |
| Investment Management Corp of Ontario | 3,777 | $1.02M | 0.02% | +1,200+46.6% | Added |
| Allianz SE | 3,783 | $1.03M | 0.03% | −468−11.0% | Reduced |
| EFG Asset Management (North America) Corp. | 3,786 | $1.03M | 0.17% | −3,328−46.8% | Reduced |
| CWA Asset Management Group, LLC | 3,827 | $1.04M | 0.06% | +3,827 | New |
| Valeo Financial Advisors, LLC | 3,858 | $1.05M | 0.03% | −23−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,861 | $1.05M | 0.01% | +1,817+88.9% | Added |
| Sumitomo Life Insurance Co | 3,873 | $1.05M | 0.02% | −2,632−40.5% | Reduced |
| Plato Investment Management Ltd | 3,878 | $1.05M | 0.09% | +3,878 | New |
| Great Lakes Retirement, Inc. | 3,879 | $1.05M | 0.13% | +103+2.7% | Added |
| Atria Wealth Solutions, Inc. | 3,893 | $1.06M | 0.01% | +374+10.6% | Added |
| FIL Ltd | 3,895 | $1.06M | 0.00% | −10,975−73.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,936 | $1.07M | 0.02% | −884−18.3% | Reduced |
| Richard W. Paul & Associates, LLC | 3,958 | $1.07M | 0.39% | +3,295+497.0% | Added |
| MMBG Investment Advisors Co. | 3,966 | $1.08M | 0.11% | +931+30.7% | Added |
| Hendley & Co Inc | 3,991 | $1.08M | 0.38% | −2,798−41.2% | Reduced |
| Anson Funds Management LP | 4,000 | $1.09M | 0.16% | +4,000 | New |
| Omers Administration Corp | 4,002 | $1.09M | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,003 | $1.09M | 0.03% | +1,222+43.9% | Added |
| Bank Ozk | 4,021 | $1.09M | 0.45% | −83−2.0% | Reduced |
| Arlington Trust Co LLC | 4,039 | $1.10M | 0.24% | +5+0.1% | Added |
| First Business Financial Services, Inc. | 4,070 | $1.10M | 0.11% | +440+12.1% | Added |
| Perpetual Ltd | 4,110 | $1.12M | 0.01% | −1,012−19.8% | Reduced |
| Canoe Financial LP | 4,000 | $1.12M | 0.03% | +4,000 | New |
| Chickasaw Capital Management LLC | 4,149 | $1.13M | 0.05% | −40−1.0% | Reduced |
| Secured Retirement Advisors, LLC | 4,155 | $1.13M | 0.81% | +1,585+61.7% | Added |
| Synovus Financial Corp | 4,191 | $1.14M | 0.01% | +1,329+46.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 4,267 | $1.16M | 0.48% | +1,030+31.8% | Added |
| Harbor Capital Advisors, Inc. | 4,284 | $1.16M | 0.05% | +242+6.0% | Added |
| Castle Rock Wealth Management, LLC | 4,411 | $1.17M | 0.28% | +4,411 | New |
| Intellectus Partners, LLC | 4,345 | $1.18M | 0.30% | +655+17.8% | Added |
| Knights of Columbus Asset Advisors LLC | 4,354 | $1.18M | 0.08% | −349−7.4% | Reduced |
| Texas Yale Capital Corp. | 4,370 | $1.19M | 0.05% | −4,440−50.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,447 | $1.21M | 0.12% | +4,447 | New |
| QRG Capital Management, Inc. | 4,467 | $1.21M | 0.01% | +595+15.4% | Added |
| Davy Global Fund Management Ltd | 4,499 | $1.22M | 0.13% | +864+23.8% | Added |
| Strategic Wealth Partners, Ltd. | 4,524 | $1.23M | 0.12% | +2,926+183.1% | Added |
| E. Ohman J:or Asset Management AB | 4,550 | $1.23M | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,552 | $1.24M | 0.18% | +4,552 | New |
| Prio Wealth Limited Partnership | 4,570 | $1.24M | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,582 | $1.24M | 0.12% | +680+17.4% | Added |
| Nkcfo LLC | 4,600 | $1.25M | 0.60% | +4,300+1,433.3% | Added |