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; 851 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 | 851 | $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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 868 | $235.5K | 0.00% | −157−15.3% | Reduced |
| LGT Fund Management Co Ltd. | 900 | $234.5K | 0.02% | +210+30.4% | Added |
| Iron Financial, LLC | 863 | $234.2K | 0.13% | +863 | New |
| Highland Capital Management, LLC | 862 | $233.9K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 855 | $232.0K | 0.05% | +114+15.4% | Added |
| Claro Advisors LLC | 854 | $231.8K | 0.03% | +854 | New |
| Empirical Asset Management, LLC | 854 | $231.7K | 0.08% | +117+15.9% | Added |
| Aptus Capital Advisors, LLC | 847 | $229.8K | 0.00% | −177−17.3% | Reduced |
| C M Bidwell & Associates Ltd | 845 | $229.3K | 0.14% | −29−3.3% | Reduced |
| Howard Financial Services, Ltd. | 836 | $226.8K | 0.03% | +21+2.6% | Added |
| 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 |
| Kingswood Wealth Advisors, LLC | 829 | $224.9K | 0.02% | −421−33.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 827 | $224.4K | 0.04% | +22+2.7% | Added |
| Skopos Labs, Inc. | 826 | $224.1K | 0.07% | +264+47.0% | Added |
| Florida Financial Advisors, LLC | 823 | $223.3K | 0.12% | +823 | New |
| Ancora Advisors, LLC | 816 | $221.4K | 0.01% | +164+25.2% | Added |
| Chicago Partners Investment Group LLC | 754 | $221.0K | 0.01% | +754 | New |
| Ipswich Investment Management Co., Inc. | 810 | $219.8K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 761 | $218.8K | 0.04% | −2−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 801 | $217.4K | 0.01% | +801 | New |
| Schonfeld Strategic Advisors LLC | 801 | $217.3K | 0.00% | −85,243−99.1% | Reduced |
| 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 |
| HBW Advisory Services LLC | 799 | $216.8K | 0.03% | +799 | New |
| Merit Financial Group, LLC | 790 | $214.4K | 0.00% | −379−32.4% | Reduced |
| Centaurus Financial, Inc. | 787 | $214.0K | 0.01% | +2+0.3% | Added |
| Symphony Financial, Ltd. Co. | 757 | $211.9K | 0.04% | +757 | New |
| Simon Quick Advisors, LLC | 780 | $211.7K | 0.01% | −448−36.5% | Reduced |
| Advisor Resource Council | 780 | $211.7K | 0.10% | +780 | New |
| Confluence Wealth Services, Inc. | 777 | $210.8K | 0.02% | +777 | New |
| SkyOak Wealth, LLC | 774 | $210.0K | 0.05% | −2,020−72.3% | Reduced |
| Qsemble Capital Management, LP | 773 | $209.8K | 0.04% | +773 | New |
| Capital Market Strategies LLC | 770 | $208.9K | 0.13% | +10+1.3% | Added |
| WP Advisors, LLC | 764 | $207.3K | 0.08% | +764 | New |
| Gryphon Financial Partners LLC | 762 | $206.8K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 758 | $205.7K | 0.00% | −106−12.3% | Reduced |
| Ronald Blue Trust, Inc. | 688 | $205.5K | 0.00% | −988−58.9% | Reduced |
| Davenport & Co LLC | 756 | $205.1K | 0.00% | −1,117−59.6% | Reduced |
| CTC LLC | 753 | $204.3K | 0.01% | −20,840−96.5% | Reduced |
| Plum Street Advisors, LLC | 751 | $203.8K | 0.10% | +751 | New |
| Fukoku Mutual Life Insurance Co | 742 | $201.3K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 739 | $200.5K | 0.09% | −43−5.5% | Reduced |
| North Growth Management Ltd. | 1,000 | $195.0K | 0.04% | +1,000 | Added |
| Montag A & Associates Inc | 715 | $194.0K | 0.01% | −60−7.7% | Reduced |
| Lindbrook Capital, LLC | 713 | $193.5K | 0.02% | +316+79.6% | Added |
| Parkside Financial Bank & Trust | 671 | $182.1K | 0.03% | −232−25.7% | Reduced |
| Raleigh Capital Management Inc. | 618 | $167.7K | 0.06% | −9−1.4% | Reduced |
| First Horizon Advisors, Inc. | 611 | $165.8K | 0.00% | −150−19.7% | Reduced |
| Adirondack Trust Co | 611 | $165.8K | 0.06% | +571+1,427.5% | Added |
| NCP Inc. | 600 | $162.8K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 584 | $158.6K | 0.01% | +47+8.8% | Added |
| Sentry Investment Management LLC | 558 | $151.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 552 | $149.8K | 0.01% | −46−7.7% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $149.5K | 0.10% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 509 | $138.1K | 0.00% | −57,019−99.1% | Reduced |
| Quadrant Capital Group LLC | 464 | $125.9K | 0.01% | +194+71.9% | Added |
| Ritter Daniher Financial Advisory LLC | 439 | $119.1K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 430 | $116.7K | 0.01% | −60−12.2% | Reduced |
| Addison Advisors LLC | 421 | $114.2K | 0.03% | +18+4.5% | Added |
| Horrell Capital Management, Inc. | 412 | $112.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 407 | $110.0K | 0.02% | −14−3.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 401 | $108.8K | 0.01% | +401 | New |
| Tobam | 393 | $107.0K | 0.02% | +146+59.1% | Added |
| Proequities, Inc. | 394 | $106.9K | 0.01% | −955−70.8% | Reduced |
| Venturi Wealth Management, LLC | 391 | $106.1K | 0.01% | +6+1.6% | Added |
| NBC Securities, Inc. | 362 | $98.0K | 0.01% | −153−29.7% | Reduced |
| New Millennium Group LLC | 351 | $95.3K | 0.06% | −26−6.9% | Reduced |
| Beacon Capital Management, LLC | 348 | $94.4K | 0.01% | +101+40.9% | Added |
| Oarsman Capital, Inc. | 347 | $94.2K | 0.02% | −532−60.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 339 | $92.0K | 0.00% | +339 | New |
| Allworth Financial LP | 335 | $90.9K | 0.00% | −214−39.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 325 | $88.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| GeoWealth Management, LLC | 321 | $87.1K | 0.00% | +321 | New |
| Cape Investment Advisory, Inc. | 320 | $86.8K | 0.04% | +320 | New |
| Compass Wealth Management LLC | 315 | $85.5K | 0.02% | −99−23.9% | Reduced |
| Central Pacific Bank - Trust Division | 305 | $82.8K | 0.01% | −1,198−79.7% | Reduced |
| Westside Investment Management, Inc. | 300 | $81.4K | 0.02% | +270+900.0% | Added |
| Alta Advisers Ltd | 300 | $81.4K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 297 | $81.0K | 0.01% | +2+0.7% | Added |
| Painted Porch Advisors LLC | 279 | $75.7K | 0.04% | +278+27,800.0% | Added |
| Rosenberg Matthew Hamilton | 278 | $75.4K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 271 | $74.0K | 0.01% | +258+1,984.6% | Added |
| Coastline Trust Co | 270 | $73.3K | 0.01% | −520−65.8% | Reduced |
| United Community Bank | 260 | $70.6K | 0.03% | −35−11.9% | Reduced |
| Rise Advisors, LLC | 257 | $69.7K | 0.03% | 00.0% | Unchanged |
| 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 |
| Laurel Wealth Advisors LLC | 250 | $67.8K | 0.01% | −281−52.9% | Reduced |
| Avondale Wealth Management | 250 | $67.8K | 0.04% | +250 | New |
| Manitou Investment Management Ltd. | 245 | $66.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 243 | $65.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 239 | $65.0K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 238 | $64.6K | 0.01% | −1,055−81.6% | Reduced |
| Asset Dedication, LLC | 236 | $64.0K | 0.00% | +189+402.1% | Added |
| Smartleaf Asset Management LLC | 225 | $63.0K | 0.01% | +98+77.2% | Added |