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, Q4 2024
Institutional positions in lululemon athletica inc. as of Dec 31, 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
- 1,233
- +167 vs. Q3 2024
- Shares held
- 102.2M
- +2.37M (+2.4%) vs. Q3 2024
- Total value
- $39.1B
- +$12.2B (+45.4%) vs. Q3 2024
- New holders
- 274
- 378 more added
- Sold out
- 107
- 445 more reduced
18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jain Global LLC | 1,389 | $531.2K | 0.02% | +1,389 | New |
| Aptus Capital Advisors, LLC | 1,430 | $546.8K | 0.01% | +583+68.8% | Added |
| Aspen Wealth Strategies, LLC | 1,445 | $552.6K | 0.35% | −76−5.0% | Reduced |
| Bokf, NA | 1,406 | $556.0K | 0.01% | −3,666−72.3% | Reduced |
| Lake Street Financial LLC | 1,455 | $556.4K | 0.09% | −173−10.6% | Reduced |
| Allianz SE | 1,454 | $558.4K | 0.01% | −2,329−61.6% | Reduced |
| Carl P. Sherr & Co., LLC | 1,466 | $560.6K | 0.29% | −775−34.6% | Reduced |
| Coldstream Capital Management Inc | 1,493 | $570.9K | 0.01% | +429+40.3% | Added |
| CNB Bank | 1,509 | $577.1K | 0.27% | −273−15.3% | Reduced |
| Smithfield Trust Co | 1,506 | $578.0K | 0.03% | +254+20.3% | Added |
| GAMMA Investing LLC | 1,515 | $579.4K | 0.05% | +548+56.7% | Added |
| Snowden Capital Advisors LLC | 1,520 | $581.3K | 0.02% | −705−31.7% | Reduced |
| AdvisorNet Financial, Inc | 1,520 | $581.3K | 0.05% | −256−14.4% | Reduced |
| SkyOak Wealth, LLC | 1,525 | $583.2K | 0.12% | +751+97.0% | Added |
| Outlook Wealth Advisors, LLC | 1,530 | $585.1K | 0.17% | +404+35.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,532 | $585.9K | 0.06% | −3−0.2% | Reduced |
| GTS Securities LLC | 1,534 | $586.6K | 0.03% | −42,835−96.5% | Reduced |
| Avitas Wealth Management LLC | 1,546 | $591.2K | 0.08% | −38−2.4% | Reduced |
| Citizens National Bank Trust Department | 1,567 | $599.2K | 0.13% | +1,567 | New |
| Horizon Investments, LLC | 1,572 | $601.1K | 0.02% | +12+0.8% | Added |
| Crestwood Advisors Group LLC | 1,574 | $602.1K | 0.01% | +178+12.8% | Added |
| Holistic Financial Partners | 1,581 | $604.6K | 0.30% | −44−2.7% | Reduced |
| Venture Visionary Partners LLC | 1,584 | $605.7K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,615 | $617.6K | 0.28% | −50−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,618 | $618.9K | 0.01% | −2,275−58.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,645 | $629.1K | 0.01% | +88+5.7% | Added |
| Assetmark, Inc | 1,651 | $631.4K | 0.00% | +33+2.0% | Added |
| RMB Capital Management, LLC | 1,652 | $631.7K | 0.01% | +1,652 | New |
| E Fund Management Co., Ltd. | 1,658 | $634.0K | 0.03% | −3,762−69.4% | Reduced |
| MUFG Securities Americas Inc. | 1,668 | $637.9K | 0.08% | +1,668 | New |
| Schechter Investment Advisors, LLC | 1,683 | $643.6K | 0.05% | +97+6.1% | Added |
| Fortis Capital Advisors, LLC | 2,483 | $644.3K | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,687 | $645.1K | 0.01% | +897+113.5% | Added |
| Unique Wealth Strategies, LLC | 1,702 | $650.7K | 0.29% | +1,702 | New |
| CAPROCK Group, Inc. | 1,703 | $651.3K | 0.02% | +520+44.0% | Added |
| Stratos Wealth Partners, LTD. | 1,734 | $663.1K | 0.01% | −100−5.5% | Reduced |
| Colonial Trust Co | 1,737 | $664.2K | 0.10% | +36+2.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,738 | $664.6K | 0.02% | +283+19.5% | Added |
| RFG Advisory, LLC | 1,740 | $665.4K | 0.02% | −193−10.0% | Reduced |
| Abn Amro Investment Solutions | 1,744 | $666.9K | 0.01% | +186+11.9% | Added |
| Lido Advisors, LLC | 1,748 | $668.3K | 0.00% | +32+1.9% | Added |
| Ostrum Asset Management | 1,767 | $675.7K | 0.06% | +20+1.1% | Added |
| Chronos Wealth Management, LLC | 1,774 | $678.4K | 0.35% | −85−4.6% | Reduced |
| Bourgeon Capital Management LLC | 1,781 | $681.1K | 0.13% | +1,781 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,793 | $685.7K | 0.03% | −92−4.9% | Reduced |
| STF Management LP | 1,803 | $689.5K | 0.31% | +62+3.6% | Added |
| Pinnacle Financial Partners Inc | 1,896 | $691.7K | 0.01% | −165−8.0% | Reduced |
| Gratus Wealth Advisors, LLC | 1,814 | $693.7K | 0.11% | −17−0.9% | Reduced |
| Formidable Asset Management, LLC | 1,850 | $707.5K | 0.12% | −35−1.9% | Reduced |
| Taika Capital, LP | 1,864 | $712.8K | 0.54% | +1,864 | New |
| National Asset Management, Inc. | 1,889 | $722.4K | 0.02% | −217−10.3% | Reduced |
| Hershey Financial Advisers, LLC | 1,889 | $722.4K | 0.64% | +1,889 | New |
| Fiduciary Alliance LLC | 1,900 | $726.6K | 0.07% | +1,900 | New |
| Quantessence Capital LLC | 1,910 | $730.4K | 0.30% | +1,910 | New |
| China Universal Asset Management Co., Ltd. | 1,915 | $732.3K | 0.07% | −3,168−62.3% | Reduced |
| GM Advisory Group, Inc. | 1,952 | $746.5K | 0.04% | +10+0.5% | Added |
| Maxi Investments CY Ltd | 1,957 | $748.0K | 0.14% | −2,930−60.0% | Reduced |
| Two Sigma Securities, LLC | 1,975 | $755.3K | 0.14% | +938+90.5% | Added |
| Kinneret Advisory, LLC | 1,988 | $760.2K | 0.07% | −92−4.4% | Reduced |
| Exencial Wealth Advisors, LLC | 1,989 | $760.6K | 0.03% | +10+0.5% | Added |
| Westpac Banking Corp | 1,998 | $764.1K | 0.05% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,998 | $764.1K | 0.57% | +1,998 | New |
| KPP Advisory Services LLC | 2,000 | $764.8K | 0.18% | −98−4.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,000 | $764.8K | 0.14% | +115+6.1% | Added |
| Lighthouse Financial LLC | 2,000 | $764.8K | 0.62% | +2,000 | New |
| Alpha Wealth Funds, LLC | 2,000 | $768.1K | 0.80% | +2,000 | New |
| Umpqua Bank | 1,980 | $769.7K | 0.27% | −315−13.7% | Reduced |
| Brookstone Capital Management | 2,014 | $770.2K | 0.01% | +1,038+106.4% | Added |
| Pitcairn Co | 2,019 | $772.1K | 0.05% | −214−9.6% | Reduced |
| Rockbridge Capital Management LLC | 2,026 | $774.8K | 0.44% | +2,026 | New |
| Vinva Investment Management Ltd | 2,019 | $775.4K | 0.03% | −228−10.1% | Reduced |
| NVWM, LLC | 2,038 | $779.4K | 0.20% | −1,295−38.9% | Reduced |
| Apollon Wealth Management, LLC | 2,040 | $780.1K | 0.02% | −521−20.3% | Reduced |
| HighPoint Advisor Group LLC | 1,973 | $780.7K | 0.04% | +419+27.0% | Added |
| Integrated Wealth Concepts LLC | 2,068 | $790.8K | 0.01% | −34−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,070 | $791.6K | 0.07% | −75−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,080 | $795.4K | 0.05% | +91+4.6% | Added |
| Vestcor Inc | 2,093 | $800.0K | 0.03% | −3−0.1% | Reduced |
| Scientech Research LLC | 2,097 | $801.9K | 0.23% | −3,771−64.3% | Reduced |
| Graham Capital Management, L.P. | 2,102 | $803.8K | 0.02% | +2,102 | New |
| Vident Advisory, LLC | 2,104 | $804.6K | 0.01% | +1,015+93.2% | Added |
| Greenfield Seitz Capital Management, LLC | 2,118 | $809.9K | 0.31% | −377−15.1% | Reduced |
| Empowered Funds, LLC | 2,123 | $811.9K | 0.01% | +387+22.3% | Added |
| We Are One Seven, LLC | 2,128 | $813.8K | 0.03% | +345+19.3% | Added |
| Fulton Bank, N.A. | 2,129 | $814.1K | 0.03% | +14+0.7% | Added |
| Ashton Thomas Private Wealth, LLC | 2,153 | $823.3K | 0.03% | +2,153 | New |
| Rothschild Investment LLC | 2,155 | $824.1K | 0.05% | +1,066+97.9% | Added |
| Everett Harris & Co | 2,182 | $834.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,241 | $857.0K | 0.14% | +14+0.6% | Added |
| Am Investment Strategies LLC | 2,244 | $858.0K | 0.21% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,266 | $866.5K | 0.00% | +652+40.4% | Added |
| Savvy Advisors, Inc. | 2,293 | $876.7K | 0.11% | +2,293 | New |
| Regions Financial Corp | 2,308 | $882.6K | 0.01% | +2,308 | New |
| Twin Capital Management Inc | 2,322 | $888.0K | 0.10% | −50−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,340 | $894.8K | 0.01% | +14+0.6% | Added |
| EP Wealth Advisors, LLC | 2,350 | $898.8K | 0.01% | −476−16.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 2,360 | $902.5K | 0.04% | +2,360 | New |
| NewEdge Wealth, LLC | 2,393 | $915.1K | 0.02% | −156−6.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $917.8K | 0.23% | +2,400 | New |
| Advisors Asset Management, Inc. | 2,407 | $920.5K | 0.02% | +730+43.5% | Added |