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, Q1 2025
Institutional positions in lululemon athletica inc. as of Mar 31, 2025. 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
- 1,138
- −73 vs. Q4 2024
- Shares held
- 105.0M
- +3.74M (+3.7%) vs. Q4 2024
- Total value
- $29.7B
- −$9.02B (−23.3%) vs. Q4 2024
- New holders
- 121
- 455 more added
- Sold out
- 194
- 413 more reduced
22 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 3,327 | $941.6K | 0.01% | −620−15.7% | Reduced |
| Union Bancaire Privee, UBP SA | 2,769 | $945.7K | 0.02% | −3,335−54.6% | Reduced |
| Marshall Financial Group LLC | 3,361 | $951.4K | 0.21% | +234+7.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,379 | $956.5K | 0.07% | +3,379 | New |
| Crystal Rock Capital Management | 3,405 | $963.8K | 0.66% | −9,425−73.5% | Reduced |
| Silvant Capital Management LLC | 3,423 | $968.9K | 0.04% | +71+2.1% | Added |
| EPG Wealth Management LLC | 3,429 | $970.6K | 0.27% | +138+4.2% | Added |
| Tokio Marine Asset Management Co Ltd | 3,438 | $973.2K | 0.04% | +63+1.9% | Added |
| Liberty One Investment Management, LLC | 3,449 | $976.3K | 0.10% | +67+2.0% | Added |
| Tower Research Capital LLC (TRC) | 3,465 | $981.2K | 0.03% | −9,244−72.7% | Reduced |
| Caldwell Trust Co | 3,474 | $983.4K | 0.11% | +474+15.8% | Added |
| Impact Investors, Inc | 3,499 | $990.5K | 0.77% | −155−4.2% | Reduced |
| Montecito Bank & Trust | 3,546 | $1.00M | 0.18% | +523+17.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,562 | $1.01M | 0.02% | −24−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 3,596 | $1.02M | 0.16% | −2,084−36.7% | Reduced |
| Twin Capital Management Inc | 3,676 | $1.04M | 0.12% | +1,354+58.3% | Added |
| Shepherd Financial Partners LLC | 3,706 | $1.05M | 0.12% | +171+4.8% | Added |
| Lido Advisors, LLC | 3,713 | $1.05M | 0.01% | +1,965+112.4% | Added |
| Allstate Corp | 3,721 | $1.05M | 0.03% | +446+13.6% | Added |
| Resources Investment Advisors, LLC. | 3,733 | $1.06M | 0.01% | −113−2.9% | Reduced |
| Miracle Mile Advisors, LLC | 3,763 | $1.07M | 0.02% | +8+0.2% | Added |
| Signaturefd, LLC | 3,767 | $1.07M | 0.02% | −178−4.5% | Reduced |
| Merit Financial Group, LLC | 3,786 | $1.07M | 0.02% | +2,099+124.4% | Added |
| GAM Holding AG | 3,800 | $1.08M | 0.08% | +999+35.7% | Added |
| StoneX Group Inc. | 3,826 | $1.08M | 0.06% | +591+18.3% | Added |
| Davy Global Fund Management Ltd | 3,832 | $1.08M | 0.13% | −21−0.5% | Reduced |
| Sumitomo Life Insurance Co | 3,843 | $1.09M | 0.04% | +21+0.5% | Added |
| GWM Advisors LLC | 3,848 | $1.09M | 0.01% | +186+5.1% | Added |
| Exchange Traded Concepts, LLC | 3,858 | $1.09M | 0.02% | +2,895+300.6% | Added |
| Vident Advisory, LLC | 3,918 | $1.11M | 0.02% | +1,814+86.2% | Added |
| CAPROCK Group, Inc. | 3,938 | $1.11M | 0.03% | +2,235+131.2% | Added |
| Park Avenue Securities LLC | 3,951 | $1.12M | 0.01% | −612−13.4% | Reduced |
| Plato Investment Management Ltd | 3,916 | $1.12M | 0.09% | +487+14.2% | Added |
| Intellectus Partners, LLC | 4,070 | $1.15M | 0.28% | 00.0% | Unchanged |
| Colony Group, LLC | 4,094 | $1.16M | 0.00% | −159−3.7% | Reduced |
| Chickasaw Capital Management LLC | 4,112 | $1.16M | 0.04% | −30−0.7% | Reduced |
| Omers Administration Corp | 4,113 | $1.16M | 0.01% | −688−14.3% | Reduced |
| Retireful, LLC | 3,988 | $1.17M | 1.13% | +167+4.4% | Added |
| Meridian Wealth Management, LLC | 4,173 | $1.18M | 0.06% | +1,217+41.2% | Added |
| Radnor Capital Management, LLC | 4,195 | $1.19M | 0.20% | −80−1.9% | Reduced |
| IHT Wealth Management, LLC | 4,203 | $1.19M | 0.04% | +116+2.8% | Added |
| XTX Topco Ltd | 4,234 | $1.20M | 0.06% | −2,702−39.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,237 | $1.20M | 0.09% | +4,237 | New |
| Ocean Capital Management, LLC | 4,239 | $1.20M | 0.29% | +536+14.5% | Added |
| Great Valley Advisor Group, Inc. | 4,246 | $1.20M | 0.03% | −528−11.1% | Reduced |
| Commerce Bank | 4,250 | $1.20M | 0.01% | −947−18.2% | Reduced |
| Huntington National Bank | 4,271 | $1.21M | 0.01% | +1,007+30.9% | Added |
| Banque Cantonale Vaudoise | 4,275 | $1.21M | 0.05% | +4,275 | New |
| Acadian Asset Management LLC | 4,300 | $1.22M | 0.00% | +4,300 | New |
| Equitable Holdings, Inc. | 4,302 | $1.22M | 0.01% | −858−16.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 4,327 | $1.22M | 0.50% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,336 | $1.23M | 0.24% | −275−6.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,345 | $1.23M | 0.03% | +158+3.8% | Added |
| Great Lakes Retirement, Inc. | 4,347 | $1.23M | 0.16% | +295+7.3% | Added |
| Siemens Fonds Invest GmbH | 4,378 | $1.24M | 0.09% | +4,378 | New |
| Texas Yale Capital Corp. | 4,470 | $1.27M | 0.05% | +236+5.6% | Added |
| Sterling Capital Management LLC | 4,510 | $1.28M | 0.02% | −484−9.7% | Reduced |
| RSM US Wealth Management LLC | 4,516 | $1.28M | 0.02% | +351+8.4% | Added |
| WealthPLAN Partners, LLC | 4,529 | $1.28M | 0.18% | +655+16.9% | Added |
| Harbor Capital Advisors, Inc. | 4,545 | $1.29M | 0.06% | +304+7.2% | Added |
| Scientech Research LLC | 4,560 | $1.29M | 0.34% | +2,463+117.5% | Added |
| Natural Investments, LLC | 4,588 | $1.30M | 0.37% | −33−0.7% | Reduced |
| Monte Financial Group, LLC | 5,203 | $1.31M | 0.57% | +409+8.5% | Added |
| PEAK6 LLC | 4,634 | $1.31M | 0.05% | −33,814−87.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 4,171 | $1.32M | 0.07% | +4,171 | New |
| First Business Financial Services, Inc. | 4,670 | $1.32M | 0.13% | +455+10.8% | Added |
| Atria Investments LLC | 4,728 | $1.34M | 0.02% | +1,229+35.1% | Added |
| United Capital Financial Advisers, LLC | 4,735 | $1.34M | 0.01% | −233−4.7% | Reduced |
| Pensionmark Financial Group, LLC | 4,791 | $1.36M | 0.04% | +258+5.7% | Added |
| SlateStone Wealth, LLC | 4,837 | $1.37M | 0.14% | +105+2.2% | Added |
| E. Ohman J:or Asset Management AB | 4,850 | $1.37M | 0.04% | −300−5.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,851 | $1.37M | 0.13% | −349−6.7% | Reduced |
| Groupama Asset Managment | 4,696 | $1.38M | 0.03% | −1,692−26.5% | Reduced |
| AIA Group Ltd | 4,895 | $1.39M | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,923 | $1.39M | 0.60% | −26−0.5% | Reduced |
| QRG Capital Management, Inc. | 4,927 | $1.39M | 0.01% | −149−2.9% | Reduced |
| Fiduciary Trust Co | 4,929 | $1.40M | 0.02% | −987−16.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,961 | $1.40M | 0.01% | −11,077−69.1% | Reduced |
| Vinva Investment Management Ltd | 4,794 | $1.40M | 0.06% | +2,775+137.4% | Added |
| Mitchell Capital Management Co | 4,991 | $1.41M | 0.27% | −5,312−51.6% | Reduced |
| Bright Rock Capital Management, LLC | 5,000 | $1.42M | 0.30% | +5,000 | New |
| TownSquare Capital, LLC | 5,032 | $1.42M | 0.02% | +1,046+26.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,109 | $1.43M | 0.00% | −1,317−20.5% | Reduced |
| Gradient Investments LLC | 5,090 | $1.44M | 0.03% | −530−9.4% | Reduced |
| Outfitter Financial LLC | 5,107 | $1.45M | 1.30% | +15+0.3% | Added |
| Rowland & Co Investment Counsel | 5,169 | $1.46M | 0.31% | −355−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 5,214 | $1.48M | 0.02% | −252−4.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,275 | $1.49M | 0.08% | −1,063−16.8% | Reduced |
| Belpointe Asset Management LLC | 5,285 | $1.50M | 0.08% | −853−13.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,063 | $1.50M | 0.02% | +2,078+69.6% | Added |
| New Mexico Educational Retirement Board | 5,300 | $1.50M | 0.05% | −200−3.6% | Reduced |
| Chicago Capital, LLC | 5,303 | $1.50M | 0.04% | +1,197+29.2% | Added |
| Columbia Asset Management | 5,303 | $1.50M | 0.31% | −249−4.5% | Reduced |
| Federated Hermes, Inc. | 5,316 | $1.50M | 0.00% | +4,792+914.5% | Added |
| Shell Asset Management Co | 5,333 | $1.51M | 0.07% | −169−3.1% | Reduced |
| Gulf International Bank (UK) Ltd | 5,337 | $1.51M | 0.05% | +5,107+2,220.4% | Added |
| Lazard Asset Management LLC | 5,404 | $1.53M | 0.00% | +4,545+529.1% | Added |
| Jones Financial Companies LLLP | 5,245 | $1.54M | 0.00% | +872+19.9% | Added |
| Caxton Associates LLP | 5,449 | $1.54M | 0.05% | +5,449 | New |
| Maryland State Retirement & Pension System | 5,496 | $1.56M | 0.04% | −781−12.4% | Reduced |