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 |
|---|---|---|---|---|---|
| Secured Retirement Advisors, LLC | 4,155 | $1.13M | 0.81% | +1,585+61.7% | Added |
| Chickasaw Capital Management LLC | 4,149 | $1.13M | 0.05% | −40−1.0% | Reduced |
| Canoe Financial LP | 4,000 | $1.12M | 0.03% | +4,000 | New |
| Perpetual Ltd | 4,110 | $1.12M | 0.01% | −1,012−19.8% | Reduced |
| First Business Financial Services, Inc. | 4,070 | $1.10M | 0.11% | +440+12.1% | Added |
| Arlington Trust Co LLC | 4,039 | $1.10M | 0.24% | +5+0.1% | Added |
| Bank Ozk | 4,021 | $1.09M | 0.45% | −83−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 4,003 | $1.09M | 0.03% | +1,222+43.9% | Added |
| Omers Administration Corp | 4,002 | $1.09M | 0.01% | 00.0% | Unchanged |
| Anson Funds Management LP | 4,000 | $1.09M | 0.16% | +4,000 | New |
| Hendley & Co Inc | 3,991 | $1.08M | 0.38% | −2,798−41.2% | Reduced |
| MMBG Investment Advisors Co. | 3,966 | $1.08M | 0.11% | +931+30.7% | Added |
| Richard W. Paul & Associates, LLC | 3,958 | $1.07M | 0.39% | +3,295+497.0% | Added |
| Crossmark Global Holdings, Inc. | 3,936 | $1.07M | 0.02% | −884−18.3% | Reduced |
| FIL Ltd | 3,895 | $1.06M | 0.00% | −10,975−73.8% | Reduced |
| Atria Wealth Solutions, Inc. | 3,893 | $1.06M | 0.01% | +374+10.6% | Added |
| Great Lakes Retirement, Inc. | 3,879 | $1.05M | 0.13% | +103+2.7% | Added |
| Plato Investment Management Ltd | 3,878 | $1.05M | 0.09% | +3,878 | New |
| Sumitomo Life Insurance Co | 3,873 | $1.05M | 0.02% | −2,632−40.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,861 | $1.05M | 0.01% | +1,817+88.9% | Added |
| Valeo Financial Advisors, LLC | 3,858 | $1.05M | 0.03% | −23−0.6% | Reduced |
| CWA Asset Management Group, LLC | 3,827 | $1.04M | 0.06% | +3,827 | New |
| EFG Asset Management (North America) Corp. | 3,786 | $1.03M | 0.17% | −3,328−46.8% | Reduced |
| Allianz SE | 3,783 | $1.03M | 0.03% | −468−11.0% | Reduced |
| Investment Management Corp of Ontario | 3,777 | $1.02M | 0.02% | +1,200+46.6% | Added |
| Nemes Rush Group LLC | 2,620 | $1.02M | 0.15% | −170−6.1% | Reduced |
| Wolverine Trading, LLC | 3,626 | $1.02M | 0.03% | −68,249−95.0% | Reduced |
| Signaturefd, LLC | 3,720 | $1.01M | 0.02% | −234−5.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,644 | $988.8K | 0.02% | −3−0.1% | Reduced |
| JT Stratford LLC | 3,574 | $969.8K | 0.17% | +3,574 | New |
| GWM Advisors LLC | 3,521 | $955.2K | 0.01% | −3,245−48.0% | Reduced |
| 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 |
| Shepherd Financial Partners LLC | 3,511 | $952.7K | 0.11% | +3,511 | New |
| Narwhal Capital Management | 3,509 | $952.2K | 0.09% | +2,829+416.0% | Added |
| Farther Finance Advisors, LLC | 3,461 | $939.4K | 0.04% | +1,270+58.0% | Added |
| EPG Wealth Management LLC | 3,459 | $938.6K | 0.24% | +3,459 | Added |
| CIBC Private Wealth Group, LLC | 3,446 | $935.1K | 0.00% | −590−14.6% | Reduced |
| GAM Holding AG | 3,418 | $927.3K | 0.07% | −12−0.3% | Reduced |
| Capitol Family Office, Inc. | 3,416 | $926.9K | 1.15% | −300−8.1% | Reduced |
| Beacon Pointe Advisors, LLC | 3,411 | $925.7K | 0.01% | +2,290+204.3% | Added |
| Congress Park Capital LLC | 3,410 | $925.3K | 0.34% | +1,340+64.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,405 | $923.9K | 0.06% | −291−7.9% | Reduced |
| Clare Market Investments LLC | 3,389 | $919.6K | 0.24% | +2,640+352.5% | Added |
| BIT Capital GmbH | 3,383 | $918.0K | 0.09% | +3,383 | New |
| Silvant Capital Management LLC | 3,374 | $915.5K | 0.04% | −10,020−74.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,349 | $908.6K | 0.05% | +1,102+49.0% | Added |
| NVWM, LLC | 3,333 | $904.4K | 0.23% | +339+11.3% | Added |
| Huntington National Bank | 3,316 | $899.8K | 0.01% | −1,966−37.2% | Reduced |
| J. Safra Sarasin Holding AG | 3,309 | $897.9K | 0.02% | −104−3.0% | Reduced |
| CWM, LLC | 3,294 | $894.0K | 0.00% | +398+13.7% | Added |
| Alerus Financial NA | 3,264 | $885.7K | 0.07% | −947−22.5% | Reduced |
| Moody National Bank Trust Division | 3,263 | $885.4K | 0.09% | +420+14.8% | Added |
| First Financial Bankshares Inc | 3,255 | $883.2K | 0.02% | +288+9.7% | Added |
| Schear Investment Advisers, LLC | 3,234 | $877.5K | 0.54% | +201+6.6% | Added |
| EFG Asset Management (Americas) Corp. | 3,227 | $875.6K | 0.17% | +3,227 | New |
| Arete Wealth Advisors, LLC | 3,224 | $875.0K | 0.08% | +3,224 | New |
| V-Square Quantitative Management LLC | 3,181 | $863.2K | 0.13% | +746+30.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,164 | $858.6K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,143 | $852.9K | 0.11% | +3,143 | New |
| Squarepoint Ops LLC | 3,096 | $840.1K | 0.00% | −127,473−97.6% | Reduced |
| Balyasny Asset Management LLC | 3,093 | $839.3K | 0.00% | +3,093 | New |
| 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 |
| Transcend Wealth Collective, LLC | 3,068 | $832.5K | 0.06% | −16−0.5% | Reduced |
| Quest Partners LLC | 3,060 | $830.3K | 0.07% | +1,381+82.3% | Added |
| First Pacific Financial | 3,052 | $828.2K | 0.19% | +410+15.5% | Added |
| Principal Securities, Inc. | 3,048 | $826.9K | 0.02% | +188+6.6% | Added |
| Jump Financial, LLC | 3,042 | $825.4K | 0.02% | −10,700−77.9% | Reduced |
| Applied Finance Capital Management, LLC | 3,019 | $819.2K | 0.03% | +963+46.8% | Added |
| Sanders Morris Harris LLC | 3,008 | $816.2K | 0.14% | 00.0% | Unchanged |
| 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 |
| Independent Advisor Alliance | 2,977 | $807.7K | 0.03% | +315+11.8% | Added |
| Park Avenue Securities LLC | 2,967 | $805.0K | 0.01% | −2,330−44.0% | Reduced |
| Financial Advocates Investment Management | 2,960 | $803.2K | 0.05% | +1,464+97.9% | Added |
| Colonial Trust Advisors | 2,942 | $798.4K | 0.07% | −979−25.0% | Reduced |
| Wahed Invest LLC | 2,931 | $795.3K | 0.14% | +284+10.7% | Added |
| Meridian Wealth Management, LLC | 2,915 | $791.0K | 0.04% | +2,915 | New |
| Marshall Financial Group LLC | 2,905 | $788.3K | 0.19% | −24−0.8% | Reduced |
| Kempen Capital Management N.V. | 2,900 | $786.9K | 0.01% | −208−6.7% | Reduced |
| American Trust | 2,894 | $785.3K | 0.06% | +2,894 | New |
| MAI Capital Management | 2,865 | $777.5K | 0.01% | −682−19.2% | Reduced |
| Quantum Private Wealth, LLC | 2,840 | $770.6K | 0.26% | −1,332−31.9% | Reduced |
| PGGM Investments | 2,825 | $767.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,826 | $766.9K | 0.01% | +360+14.6% | Added |
| Eagle Strategies LLC | 2,823 | $766.0K | 0.14% | +1,296+84.9% | Added |
| Valmark Advisers, Inc. | 2,822 | $765.8K | 0.01% | +8+0.3% | Added |
| Jones Financial Companies LLLP | 2,684 | $751.5K | 0.00% | +1,212+82.3% | Added |
| Nicollet Investment Management, Inc. | 2,726 | $740.0K | 0.26% | +65+2.4% | Added |
| Liberty One Investment Management, LLC | 2,718 | $737.5K | 0.08% | −25−0.9% | Reduced |
| Byrne Asset Management LLC | 2,683 | $728.0K | 0.50% | +192+7.7% | Added |
| Titleist Asset Management, LLC | 2,679 | $726.9K | 0.11% | +2,679 | New |
| Bulltick Wealth Management, LLC | 2,670 | $724.5K | 0.18% | +1,365+104.6% | Added |
| NorthRock Partners, LLC | 2,664 | $722.9K | 0.02% | +1,540+137.0% | Added |
| Stiles Financial Services Inc | 2,654 | $720.2K | 0.25% | +1,413+113.9% | Added |
| StoneX Group Inc. | 2,631 | $713.9K | 0.05% | +2,631 | New |
| Stephens Inc | 2,582 | $700.6K | 0.01% | −223−8.0% | Reduced |
| First Manhattan Co | 2,572 | $697.9K | 0.00% | −19,341−88.3% | Reduced |