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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory LLC | 269 | $102.9K | 0.03% | −170−38.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 263 | $100.6K | 0.03% | +263 | New |
| United Community Bank | 260 | $99.4K | 0.04% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 260 | $99.4K | 0.09% | +260 | New |
| Rise Advisors, LLC | 258 | $98.7K | 0.05% | +1+0.4% | Added |
| Center for Financial Planning, Inc. | 258 | $98.7K | 0.01% | +208+416.0% | Added |
| YANKCOM Partnership | 257 | $98.3K | 0.05% | +257 | New |
| ORG Partners LLC | 255 | $97.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 254 | $97.1K | 0.00% | +77+43.5% | Added |
| Rosenberg Matthew Hamilton | 253 | $96.8K | 0.03% | −25−9.0% | Reduced |
| Avondale Wealth Management | 250 | $95.6K | 0.06% | 00.0% | Unchanged |
| Modus Advisors, LLC | 249 | $95.2K | 0.03% | +249 | New |
| Manitou Investment Management Ltd. | 245 | $93.7K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 243 | $92.9K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 238 | $91.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 235 | $89.9K | 0.04% | +235 | New |
| Oarsman Capital, Inc. | 228 | $87.2K | 0.02% | −119−34.3% | Reduced |
| Gulf International Bank (UK) Ltd | 230 | $87.0K | 0.00% | −97−29.7% | Reduced |
| West Branch Capital LLC | 226 | $86.6K | 0.03% | −13−5.4% | Reduced |
| Private Trust Co NA | 223 | $85.3K | 0.01% | +17+8.3% | Added |
| Laurel Wealth Advisors LLC | 220 | $84.1K | 0.01% | −30−12.0% | Reduced |
| Natixis Investment Managers International | 215 | $82.2K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 211 | $80.7K | 0.04% | +211 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $80.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 194 | $80.4K | 0.04% | +194 | New |
| Bernard Wealth Management Corp. | 204 | $78.0K | 0.04% | +204 | New |
| Peoples Financial Services Corp. | 200 | $76.5K | 0.04% | 00.0% | Unchanged |
| Dnca Finance | 198 | $75.7K | 0.01% | +26+15.1% | Added |
| Strategic Investment Solutions, Inc. | 146 | $73.4K | 0.02% | +136+1,360.0% | Added |
| Harbour Investments, Inc. | 189 | $72.3K | 0.00% | +84+80.0% | Added |
| Versant Capital Management, Inc | 183 | $70.0K | 0.02% | +15+8.9% | Added |
| Human Investing LLC | 180 | $68.8K | 0.01% | +180 | New |
| Mather Group, LLC. | 178 | $68.1K | 0.00% | +31+21.1% | Added |
| Tobam | 178 | $68.0K | 0.02% | −215−54.7% | Reduced |
| Carolinas Wealth Consulting LLC | 166 | $63.4K | 0.01% | +39+30.7% | Added |
| Grove Bank & Trust | 163 | $62.3K | 0.01% | +1+0.6% | Added |
| CoreFirst Bank & Trust | 160 | $61.2K | 0.04% | +120+300.0% | Added |
| Fourth Dimension Wealth, LLC | 160 | $61.2K | 0.03% | +160 | New |
| Armstrong Advisory Group, Inc | 145 | $55.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 140 | $53.5K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 138 | $52.8K | 0.01% | +138 | New |
| GW&K Investment Management, LLC | 136 | $52.0K | 0.00% | +5+3.8% | Added |
| GPS Wealth Strategies Group, LLC | 128 | $48.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 126 | $48.0K | 0.02% | +83+193.0% | Added |
| Centerpoint Advisors, LLC | 125 | $48.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 125 | $47.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 123 | $47.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 116 | $44.4K | 0.00% | +25+27.5% | Added |
| Game Plan Financial Advisors, LLC | 115 | $43.9K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 114 | $43.6K | 0.00% | +114 | New |
| Aventura Private Wealth, LLC | 113 | $43.2K | 0.02% | +113 | New |
| Ridgewood Investments LLC | 110 | $42.1K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 110 | $42.1K | 0.01% | +110 | New |
| Quarry LP | 105 | $40.2K | 0.01% | −4−3.7% | Reduced |
| Ameliora Wealth Management Ltd. | 100 | $38.2K | 0.01% | +100 | New |
| XY Capital Ltd | 100 | $38.2K | 0.04% | +100 | New |
| Evelyn Partners Investment Management LLP | 100 | $38.2K | 0.00% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $38.0K | 0.02% | −104−51.0% | Reduced |
| Pittenger & Anderson Inc | 95 | $36.3K | 0.00% | +33+53.2% | Added |
| Raleigh Capital Management Inc. | 95 | $36.3K | 0.01% | −523−84.6% | Reduced |
| Caitlin John, LLC | 94 | $35.9K | 0.02% | −4−4.1% | Reduced |
| Catalyst Capital Advisors LLC | 94 | $35.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 93 | $35.6K | 0.00% | +37+66.1% | Added |
| Golden State Wealth Management, LLC | 93 | $35.6K | 0.01% | +93 | New |
| TSFG, LLC | 87 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 86 | $32.9K | 0.00% | +65+309.5% | Added |
| Asset Planning,Inc | 85 | $32.5K | 0.02% | +85 | New |
| Bradley & Co. Private Wealth Management, LLC | 84 | $32.1K | 0.02% | +84 | New |
| Roxbury Financial LLC | 100 | $32.1K | 0.03% | +100 | New |
| Pflug Koory, LLC | 83 | $31.7K | 0.02% | 00.0% | Unchanged |
| Luminist Capital LLC | 83 | $31.7K | 0.06% | +83 | New |
| Kestra Investment Management, LLC | 83 | $31.7K | 0.00% | +83 | New |
| Sugarloaf Wealth Management, LLC | 82 | $31.4K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 78 | $30.0K | 0.02% | +15+23.8% | Added |
| Cape Investment Advisory, Inc. | 78 | $29.8K | 0.01% | −242−75.6% | Reduced |
| Anderson Financial Strategies, LLC | 78 | $29.8K | 0.02% | +78 | New |
| Farmers & Merchants Investments Inc | 76 | $29.1K | 0.00% | −1−1.3% | Reduced |
| WPG Advisers, LLC | 76 | $29.1K | 0.03% | +76 | New |
| Delta Asset Management LLC | 75 | $28.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $28.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 71 | $27.2K | 0.00% | −26−26.8% | Reduced |
| TCTC Holdings, LLC | 69 | $26.4K | 0.00% | +69 | New |
| Pinnacle Bancorp, Inc. | 68 | $26.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $25.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $24.9K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 65 | $24.9K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 63 | $24.1K | 0.02% | +63 | New |
| Ronald Blue Trust, Inc. | 58 | $22.2K | 0.00% | −630−91.6% | Reduced |
| LRI Investments, LLC | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 54 | $20.6K | 0.00% | −20−27.0% | Reduced |
| Central Trust Co | 51 | $19.5K | 0.00% | +6+13.3% | Added |
| WR Wealth Planners, LLC | 50 | $19.1K | 0.01% | −2−3.8% | Reduced |
| Eagle Bay Advisors LLC | 50 | $19.1K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $19.1K | 0.00% | +50 | New |
| Field & Main Bank | 50 | $19.1K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $18.6K | 0.01% | −205−80.4% | Reduced |
| Castleview Partners, LLC | 49 | $18.2K | 0.01% | +49 | New |
| Johnson Financial Group, Inc. | 44 | $18.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 47 | $18.0K | 0.00% | 00.0% | Unchanged |