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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 4,215 | $1.61M | 0.16% | +145+3.6% | Added |
| Valeo Financial Advisors, LLC | 4,187 | $1.60M | 0.04% | +329+8.5% | Added |
| RSM US Wealth Management LLC | 4,165 | $1.60M | 0.02% | −594−12.5% | Reduced |
| Belpointe Asset Management LLC | 6,138 | $1.59M | 0.10% | +36+0.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,101 | $1.59M | 0.05% | −2,759−40.2% | Reduced |
| Chickasaw Capital Management LLC | 4,142 | $1.58M | 0.06% | −7−0.2% | Reduced |
| Chicago Capital, LLC | 4,106 | $1.57M | 0.04% | +4,106 | New |
| IHT Wealth Management, LLC | 4,087 | $1.56M | 0.05% | −958−19.0% | Reduced |
| Intellectus Partners, LLC | 4,070 | $1.56M | 0.34% | −275−6.3% | Reduced |
| Great Lakes Retirement, Inc. | 4,052 | $1.55M | 0.20% | +173+4.5% | Added |
| TownSquare Capital, LLC | 3,986 | $1.52M | 0.02% | +1,781+80.8% | Added |
| Avantax Advisory Services, Inc. | 3,947 | $1.51M | 0.01% | +86+2.2% | Added |
| Signaturefd, LLC | 3,945 | $1.51M | 0.03% | +225+6.0% | Added |
| Panagora Asset Management Inc | 3,921 | $1.50M | 0.01% | −131,288−97.1% | Reduced |
| WealthPLAN Partners, LLC | 3,874 | $1.48M | 0.21% | −962−19.9% | Reduced |
| Principal Securities, Inc. | 3,854 | $1.47M | 0.03% | +806+26.4% | Added |
| Davy Global Fund Management Ltd | 3,853 | $1.47M | 0.17% | −646−14.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,846 | $1.47M | 0.02% | −2,431−38.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,833 | $1.47M | 0.12% | −614−13.8% | Reduced |
| Sumitomo Life Insurance Co | 3,822 | $1.46M | 0.03% | −51−1.3% | Reduced |
| Retireful, LLC | 3,821 | $1.46M | 0.82% | +3,821 | New |
| J. Safra Sarasin Holding AG | 3,813 | $1.46M | 0.02% | +504+15.2% | Added |
| Miracle Mile Advisors, LLC | 3,755 | $1.44M | 0.03% | +2,195+140.7% | Added |
| Ocean Capital Management, LLC | 3,703 | $1.42M | 0.31% | −1,088−22.7% | Reduced |
| Penserra Capital Management LLC | 3,692 | $1.41M | 0.03% | +1,623+78.4% | Added |
| Independent Financial Group, LLC | 3,685 | $1.41M | 0.05% | +1,337+56.9% | Added |
| GWM Advisors LLC | 3,662 | $1.40M | 0.01% | +141+4.0% | Added |
| Impact Investors, Inc | 3,654 | $1.40M | 1.08% | +3,654 | New |
| Dynamic Advisor Solutions LLC | 3,641 | $1.39M | 0.06% | −362−9.0% | Reduced |
| Versor Investments LP | 3,618 | $1.38M | 0.24% | +3,618 | New |
| Absoluto Partners Gestao de Recursos Ltda | 3,618 | $1.38M | 1.58% | +3,618 | New |
| Dynamic Technology Lab Private Ltd | 3,611 | $1.38M | 0.22% | +3,611 | New |
| Bridgefront Capital, LLC | 3,588 | $1.37M | 0.46% | +1,121+45.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,586 | $1.37M | 0.03% | −58−1.6% | Reduced |
| Edgestream Partners, L.P. | 3,539 | $1.35M | 0.06% | +25+0.7% | Added |
| Shepherd Financial Partners LLC | 3,535 | $1.35M | 0.16% | +24+0.7% | Added |
| TrimTabs Asset Management, LLC | 3,511 | $1.34M | 0.18% | +3,511 | New |
| Atria Investments LLC | 3,499 | $1.34M | 0.02% | −1,893−35.1% | Reduced |
| Winton Group Ltd | 3,477 | $1.33M | 0.09% | +3,477 | New |
| Everence Capital Management Inc | 3,470 | $1.33M | 0.09% | +3,470 | New |
| Plato Investment Management Ltd | 3,429 | $1.32M | 0.10% | −449−11.6% | Reduced |
| JT Stratford LLC | 3,415 | $1.31M | 0.21% | −159−4.4% | Reduced |
| Synovus Financial Corp | 3,410 | $1.30M | 0.02% | −781−18.6% | Reduced |
| Liberty One Investment Management, LLC | 3,382 | $1.29M | 0.14% | +664+24.4% | Added |
| Tokio Marine Asset Management Co Ltd | 3,375 | $1.29M | 0.05% | +211+6.7% | Added |
| Silvant Capital Management LLC | 3,352 | $1.28M | 0.05% | −22−0.7% | Reduced |
| Pacific Capital Partners Ltd | 3,352 | $1.28M | 0.75% | +1,196+55.5% | Added |
| Richard W. Paul & Associates, LLC | 3,331 | $1.27M | 0.46% | −627−15.8% | Reduced |
| 1248 Management, LLC | 3,322 | $1.27M | 0.55% | +3,322 | New |
| D.A. Davidson & Co. | 3,316 | $1.27M | 0.01% | +242+7.9% | Added |
| First Financial Bankshares Inc | 3,303 | $1.26M | 0.03% | +48+1.5% | Added |
| Clare Market Investments LLC | 3,295 | $1.26M | 0.30% | −94−2.8% | Reduced |
| EPG Wealth Management LLC | 3,291 | $1.26M | 0.33% | −168−4.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 3,286 | $1.26M | 0.57% | +3,286 | New |
| Arlington Trust Co LLC | 3,280 | $1.25M | 0.26% | −759−18.8% | Reduced |
| NorthRock Partners, LLC | 3,280 | $1.25M | 0.04% | +616+23.1% | Added |
| Allstate Corp | 3,275 | $1.25M | 0.04% | +3,275 | New |
| Huntington National Bank | 3,264 | $1.25M | 0.01% | −52−1.6% | Reduced |
| V-Square Quantitative Management LLC | 3,240 | $1.24M | 0.18% | +59+1.9% | Added |
| StoneX Group Inc. | 3,235 | $1.24M | 0.07% | +604+23.0% | Added |
| CIBC Private Wealth Group, LLC | 3,145 | $1.24M | 0.00% | −301−8.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,217 | $1.23M | 0.23% | +887+38.1% | Added |
| Asio Capital, LLC | 3,194 | $1.22M | 0.23% | −320−9.1% | Reduced |
| MMBG Investment Advisors Co. | 3,176 | $1.21M | 0.13% | −790−19.9% | Reduced |
| Hilltop National Bank | 3,166 | $1.21M | 0.36% | +700+28.4% | Added |
| Capitol Family Office, Inc. | 3,149 | $1.20M | 1.61% | −267−7.8% | Reduced |
| Moody National Bank Trust Division | 3,129 | $1.20M | 0.13% | −134−4.1% | Reduced |
| Donald L. Hagan, LLC | 3,128 | $1.20M | 0.62% | +3,128 | New |
| Marshall Financial Group LLC | 3,127 | $1.20M | 0.29% | +222+7.6% | Added |
| Beacon Pointe Advisors, LLC | 3,108 | $1.19M | 0.01% | −303−8.9% | Reduced |
| Gladstone Capital Management LLP | 3,100 | $1.19M | 0.10% | +3,100 | New |
| First Pacific Financial | 3,096 | $1.18M | 0.28% | +44+1.4% | Added |
| Jamison Private Wealth Management, Inc. | 3,093 | $1.18M | 0.17% | +19+0.6% | Added |
| Schear Investment Advisers, LLC | 3,045 | $1.16M | 0.62% | −189−5.8% | Reduced |
| Aurora Investment Counsel | 3,040 | $1.16M | 0.64% | +3,040 | New |
| Stiles Financial Services Inc | 3,031 | $1.16M | 0.42% | +377+14.2% | Added |
| Capstone Investment Advisors, LLC | 3,024 | $1.16M | 0.01% | −13,637−81.8% | Reduced |
| Montecito Bank & Trust | 3,023 | $1.16M | 0.20% | +502+19.9% | Added |
| Applied Finance Capital Management, LLC | 3,019 | $1.15M | 0.05% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,008 | $1.15M | 0.17% | 00.0% | Unchanged |
| Saturna Capital CORP | 3,000 | $1.15M | 0.02% | −2,069−40.8% | Reduced |
| Monetta Financial Services Inc | 3,000 | $1.15M | 0.92% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 3,000 | $1.15M | 0.67% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,000 | $1.15M | 0.12% | +1,231+69.6% | Added |
| Alerus Financial NA | 2,993 | $1.14M | 0.09% | −271−8.3% | Reduced |
| Wahed Invest LLC | 2,992 | $1.14M | 0.19% | +61+2.1% | Added |
| Congress Park Capital LLC | 2,985 | $1.14M | 0.41% | −425−12.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,985 | $1.14M | 0.01% | +933+45.5% | Added |
| Independent Advisor Alliance | 2,968 | $1.13M | 0.02% | −9−0.3% | Reduced |
| Meridian Wealth Management, LLC | 2,956 | $1.13M | 0.05% | +41+1.4% | Added |
| Win Advisors, Inc | 2,955 | $1.13M | 0.55% | +2,955 | New |
| International Assets Investment Management, LLC | 2,982 | $1.11M | 0.09% | −892,744−99.7% | Reduced |
| American Trust | 2,900 | $1.11M | 0.08% | +6+0.2% | Added |
| Transcend Wealth Collective, LLC | 2,880 | $1.10M | 0.08% | −188−6.1% | Reduced |
| Financial Advocates Investment Management | 2,880 | $1.10M | 0.06% | −80−2.7% | Reduced |
| Eagle Strategies LLC | 2,878 | $1.10M | 0.19% | +55+1.9% | Added |
| Kempen Capital Management N.V. | 2,864 | $1.10M | 0.01% | −36−1.2% | Reduced |
| TFR Capital, LLC. | 2,860 | $1.09M | 0.54% | +2,860 | New |
| Wolverine Trading, LLC | 2,845 | $1.09M | 0.02% | −781−21.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,838 | $1.08M | 0.02% | −1,098−27.9% | Reduced |