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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 1,687 | $645.1K | 0.01% | +897+113.5% | Added |
| Fortis Capital Advisors, LLC | 2,483 | $644.3K | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,683 | $643.6K | 0.05% | +97+6.1% | Added |
| MUFG Securities Americas Inc. | 1,668 | $637.9K | 0.08% | +1,668 | New |
| E Fund Management Co., Ltd. | 1,658 | $634.0K | 0.03% | −3,762−69.4% | Reduced |
| RMB Capital Management, LLC | 1,652 | $631.7K | 0.01% | +1,652 | New |
| Assetmark, Inc | 1,651 | $631.4K | 0.00% | +33+2.0% | Added |
| Kingsview Wealth Management, LLC | 1,645 | $629.1K | 0.01% | +88+5.7% | Added |
| Atria Wealth Solutions, Inc. | 1,618 | $618.9K | 0.01% | −2,275−58.4% | Reduced |
| Ransom Advisory, Ltd | 1,615 | $617.6K | 0.28% | −50−3.0% | Reduced |
| Venture Visionary Partners LLC | 1,584 | $605.7K | 0.03% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,581 | $604.6K | 0.30% | −44−2.7% | Reduced |
| Crestwood Advisors Group LLC | 1,574 | $602.1K | 0.01% | +178+12.8% | Added |
| Horizon Investments, LLC | 1,572 | $601.1K | 0.02% | +12+0.8% | Added |
| Citizens National Bank Trust Department | 1,567 | $599.2K | 0.13% | +1,567 | New |
| Avitas Wealth Management LLC | 1,546 | $591.2K | 0.08% | −38−2.4% | Reduced |
| GTS Securities LLC | 1,534 | $586.6K | 0.03% | −42,835−96.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,532 | $585.9K | 0.06% | −3−0.2% | Reduced |
| Outlook Wealth Advisors, LLC | 1,530 | $585.1K | 0.17% | +404+35.9% | Added |
| SkyOak Wealth, LLC | 1,525 | $583.2K | 0.12% | +751+97.0% | 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 |
| GAMMA Investing LLC | 1,515 | $579.4K | 0.05% | +548+56.7% | Added |
| Smithfield Trust Co | 1,506 | $578.0K | 0.03% | +254+20.3% | Added |
| CNB Bank | 1,509 | $577.1K | 0.27% | −273−15.3% | Reduced |
| Coldstream Capital Management Inc | 1,493 | $570.9K | 0.01% | +429+40.3% | Added |
| Carl P. Sherr & Co., LLC | 1,466 | $560.6K | 0.29% | −775−34.6% | Reduced |
| Allianz SE | 1,454 | $558.4K | 0.01% | −2,329−61.6% | Reduced |
| Lake Street Financial LLC | 1,455 | $556.4K | 0.09% | −173−10.6% | Reduced |
| Bokf, NA | 1,406 | $556.0K | 0.01% | −3,666−72.3% | Reduced |
| Aspen Wealth Strategies, LLC | 1,445 | $552.6K | 0.35% | −76−5.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,430 | $546.8K | 0.01% | +583+68.8% | Added |
| Jain Global LLC | 1,389 | $531.2K | 0.02% | +1,389 | New |
| Leonteq Securities AG | 1,370 | $523.9K | 0.05% | −16,333−92.3% | Reduced |
| Winthrop Advisory Group LLC | 1,358 | $519.3K | 0.06% | −25−1.8% | Reduced |
| Hoey Investments, Inc | 1,344 | $514.0K | 0.09% | −280−17.2% | Reduced |
| Hollencrest Capital Management | 1,330 | $508.6K | 0.02% | +401+43.2% | Added |
| Trust Asset Management LLC | 1,322 | $505.5K | 0.04% | 00.0% | Unchanged |
| 1st Source Bank | 1,320 | $504.8K | 0.03% | −32−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,320 | $504.8K | 0.00% | +1,320 | New |
| Gradient Capital Advisors, LLC | 1,304 | $498.7K | 0.16% | −42−3.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,299 | $496.8K | 0.48% | +1,299 | New |
| Farther Finance Advisors, LLC | 1,297 | $496.0K | 0.02% | −2,164−62.5% | Reduced |
| First National Bank of Hutchinson | 1,293 | $494.5K | 0.30% | 00.0% | Unchanged |
| BNP Paribas | 1,283 | $490.6K | 0.02% | −57−4.3% | Reduced |
| J2 Capital Management Inc | 1,271 | $486.0K | 0.46% | +1,271 | New |
| Sandy Spring Bank | 1,270 | $485.7K | 0.02% | −9−0.7% | Reduced |
| Old North State Trust, LLC | 1,265 | $484.0K | 0.31% | −15−1.2% | Reduced |
| Rakuten Securities, Inc. | 1,255 | $479.9K | 0.19% | −767−37.9% | Reduced |
| Modera Wealth Management, LLC | 1,253 | $479.2K | 0.01% | +1,253 | New |
| Boston Private Wealth LLC | 1,241 | $474.6K | 0.01% | +1,241 | New |
| Bulltick Wealth Management, LLC | 1,235 | $472.3K | 0.11% | −1,435−53.7% | Reduced |
| Net Worth Advisory Group | 1,225 | $468.5K | 0.14% | −58−4.5% | Reduced |
| Sage Mountain Advisors LLC | 1,214 | $464.2K | 0.03% | +189+18.4% | Added |
| Cigna Investments Inc | 1,215 | $464.0K | 0.08% | −17−1.4% | Reduced |
| Coastline Trust Co | 1,213 | $463.9K | 0.05% | +943+349.3% | Added |
| Global Retirement Partners, LLC | 1,211 | $463.1K | 0.01% | −325−21.2% | Reduced |
| C M Bidwell & Associates Ltd | 1,203 | $460.0K | 0.28% | +358+42.4% | Added |
| Alley Investment Management Company, LLC | 1,200 | $458.9K | 0.06% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,200 | $458.9K | 0.03% | +1,200 | New |
| NorthCrest Asset Manangement, LLC | 1,198 | $458.0K | 0.01% | +71+6.3% | Added |
| Lake Street Advisors Group, LLC | 1,178 | $450.5K | 0.02% | +1,178 | New |
| Geneos Wealth Management Inc. | 1,177 | $450.1K | 0.02% | −197−14.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,162 | $444.4K | 0.06% | +1+0.1% | Added |
| Wealth Alliance | 1,162 | $444.3K | 0.05% | −1−0.1% | Reduced |
| Pinnacle Associates Ltd | 1,160 | $443.5K | 0.01% | −2,063−64.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,155 | $441.7K | 0.02% | +354+44.2% | Added |
| CTC LLC | 1,150 | $439.8K | 0.04% | +397+52.7% | Added |
| KG&L Capital Management,LLC | 1,128 | $431.4K | 0.14% | −1,085−49.0% | Reduced |
| Brighton Jones LLC | 1,121 | $428.7K | 0.01% | +1,121 | New |
| Gilliland Jeter Wealth Management LLC | 1,112 | $425.2K | 0.14% | −208−15.8% | Reduced |
| Silverleafe Capital Partners, LLC | 1,100 | $420.7K | 0.13% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,087 | $415.7K | 0.01% | +70+6.9% | Added |
| Jennison Associates LLC | 1,074 | $410.8K | 0.00% | −17−1.6% | Reduced |
| TD Private Client Wealth LLC | 1,063 | $406.5K | 0.01% | −220−17.1% | Reduced |
| Vise Technologies, Inc. | 1,063 | $406.5K | 0.03% | +1,063 | New |
| Wetherby Asset Management Inc | 1,062 | $406.1K | 0.02% | +158+17.5% | Added |
| Ancora Advisors, LLC | 1,046 | $400.0K | 0.01% | +230+28.2% | Added |
| KRS Capital Management, LLC | 1,025 | $392.0K | 0.28% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,018 | $389.3K | 0.04% | +26+2.6% | Added |
| Excalibur Management Corp | 1,016 | $388.5K | 0.15% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,016 | $388.5K | 0.01% | +90+9.7% | Added |
| Sigma Planning Corp | 1,015 | $388.2K | 0.01% | −61−5.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,015 | $388.1K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,014 | $387.8K | 0.01% | −161−13.7% | Reduced |
| Lifestyle Asset Management, Inc. | 1,007 | $385.1K | 0.21% | +7+0.7% | Added |
| Sovran Advisors, LLC | 987 | $383.7K | 0.05% | +987 | New |
| Prakash Investment Advisors LLC | 1,000 | $382.4K | 0.38% | +1,000 | New |
| Savant Capital, LLC | 987 | $377.5K | 0.00% | −14−1.4% | Reduced |
| Simon Quick Advisors, LLC | 984 | $376.3K | 0.02% | +204+26.2% | Added |
| LMR Partners LLP | 982 | $375.5K | 0.01% | −16,218−94.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 965 | $369.0K | 0.18% | −280−22.5% | Reduced |
| Calamos Wealth Management LLC | 965 | $369.0K | 0.02% | −57−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 963 | $368.3K | 0.01% | −399−29.3% | Reduced |
| Quent Capital, LLC | 959 | $366.7K | 0.04% | −30−3.0% | Reduced |
| Strong Tower Advisory Services | 959 | $366.7K | 0.10% | 00.0% | Unchanged |
| Davenport & Co LLC | 957 | $366.0K | 0.00% | +201+26.6% | Added |
| Yarbrough Capital, LLC | 947 | $362.1K | 0.01% | −1,214−56.2% | Reduced |
| Waldron Private Wealth LLC | 945 | $361.4K | 0.01% | −89−8.6% | Reduced |
| Crescent Grove Advisors, LLC | 937 | $358.5K | 0.04% | −75−7.4% | Reduced |