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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 364 | $102.9K | 0.02% | +14+4.0% | Added |
| Twin Lakes Capital Management, LLC | 351 | $99.4K | 0.07% | −200−36.3% | Reduced |
| Kozak & Associates, Inc. | 379 | $98.4K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 370 | $98.0K | 0.07% | −110−22.9% | Reduced |
| Beacon Capital Management, LLC | 327 | $92.6K | 0.01% | −45−12.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 325 | $92.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 318 | $90.0K | 0.01% | −61−16.1% | Reduced |
| Compass Wealth Management LLC | 315 | $89.2K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 314 | $88.9K | 0.00% | −156−33.2% | Reduced |
| Park Square Financial Group, LLC | 312 | $88.3K | 0.07% | −45−12.6% | Reduced |
| Eastern Bank | 305 | $86.3K | 0.00% | −295−49.2% | Reduced |
| Dnca Finance | 301 | $85.2K | 0.01% | +103+52.0% | Added |
| Cubist Systematic Strategies, LLC | 300 | $84.9K | 0.00% | +300 | New |
| Newbridge Financial Services Group, Inc. | 298 | $84.4K | 0.02% | +35+13.3% | Added |
| Capital Advisors, Ltd. LLC | 297 | $84.0K | 0.01% | −28−8.6% | Reduced |
| Independence Bank of Kentucky | 295 | $83.5K | 0.01% | −478−61.8% | Reduced |
| Central Pacific Bank - Trust Division | 290 | $82.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 284 | $80.4K | 0.01% | −17−5.6% | Reduced |
| Rosenberg Matthew Hamilton | 279 | $79.0K | 0.02% | +26+10.3% | Added |
| YANKCOM Partnership | 275 | $77.8K | 0.04% | +18+7.0% | Added |
| Ritter Daniher Financial Advisory LLC | 269 | $76.1K | 0.02% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 267 | $75.6K | 0.05% | +189+242.3% | Added |
| Transamerica Financial Advisors, Inc. | 256 | $73.0K | 0.01% | −70−21.5% | Reduced |
| United Community Bank | 255 | $72.2K | 0.03% | −5−1.9% | Reduced |
| Cloud Capital Management, LLC | 251 | $71.0K | 0.05% | +251 | New |
| Avondale Wealth Management | 250 | $70.8K | 0.04% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 245 | $69.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 243 | $68.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 238 | $67.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 232 | $65.7K | 0.04% | −120−34.1% | Reduced |
| Rise Advisors, LLC | 231 | $65.4K | 0.03% | −27−10.5% | Reduced |
| West Branch Capital LLC | 226 | $64.1K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 226 | $64.0K | 0.00% | −90,656−99.8% | Reduced |
| Laurel Wealth Advisors LLC | 220 | $62.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 215 | $60.9K | 0.00% | +37+20.8% | Added |
| Opal Wealth Advisors, LLC | 207 | $58.6K | 0.02% | +207 | New |
| Peoples Financial Services Corp. | 200 | $56.6K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 196 | $55.5K | 0.00% | −58−22.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 196 | $55.5K | 0.03% | −15−7.1% | Reduced |
| Armstrong Advisory Group, Inc | 145 | $55.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 191 | $54.1K | 0.02% | −3−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $53.2K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 184 | $52.1K | 0.03% | −20−9.8% | Reduced |
| True Wealth Design, LLC | 182 | $51.4K | 0.02% | +56+44.4% | Added |
| Carolinas Wealth Consulting LLC | 172 | $48.8K | 0.01% | +6+3.6% | Added |
| South State Corp. | 171 | $48.4K | 0.00% | +171 | New |
| Grove Bank & Trust | 163 | $46.1K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 160 | $45.3K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 155 | $43.9K | 0.02% | +42+37.2% | Added |
| Avalon Trust Co | 150 | $42.5K | 0.00% | +150 | New |
| Larson Financial Group LLC | 149 | $42.2K | 0.00% | +78+109.9% | Added |
| Sound Income Strategies, LLC | 147 | $41.6K | 0.00% | +61+70.9% | Added |
| High Note Wealth, LLC | 142 | $40.2K | 0.01% | +4+2.9% | Added |
| Tompkins Financial Corp | 140 | $39.6K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 132 | $37.4K | 0.00% | +63+91.3% | Added |
| Central Trust Co | 130 | $36.8K | 0.00% | +79+154.9% | Added |
| Roxbury Financial LLC | 100 | $36.6K | 0.04% | 00.0% | Unchanged |
| Garde Capital, Inc. | 125 | $35.4K | 0.00% | +125 | New |
| Centerpoint Advisors, LLC | 125 | $35.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 123 | $34.8K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 115 | $32.6K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 110 | $31.1K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 110 | $31.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 110 | $31.1K | 0.00% | +110 | New |
| Stonebridge Financial Group, LLC | 109 | $30.9K | 0.00% | −5−4.4% | Reduced |
| Citizens National Bank Trust Department | 108 | $30.6K | 0.01% | −1,459−93.1% | Reduced |
| GW&K Investment Management, LLC | 105 | $30.0K | 0.00% | −31−22.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 104 | $29.4K | 0.00% | −24−18.8% | Reduced |
| Harbour Investments, Inc. | 103 | $29.2K | 0.00% | −86−45.5% | Reduced |
| Flaharty Asset Management, LLC | 103 | $29.2K | 0.00% | +103 | New |
| Pittenger & Anderson Inc | 99 | $28.0K | 0.00% | +4+4.2% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 98 | $27.7K | 0.00% | −27−21.6% | Reduced |
| Cornerstone Planning Group LLC | 97 | $25.8K | 0.01% | +81+506.3% | Added |
| Catalyst Capital Advisors LLC | 91 | $25.8K | 0.00% | −3−3.2% | Reduced |
| Trust Co of Vermont | 90 | $25.5K | 0.00% | −26−22.4% | Reduced |
| N.E.W. Advisory Services LLC | 90 | $25.5K | 0.00% | +90 | New |
| TSFG, LLC | 87 | $25.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 85 | $24.1K | 0.00% | −8−8.6% | Reduced |
| Asset Planning,Inc | 85 | $24.1K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $23.8K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 83 | $23.5K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 83 | $23.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $22.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $21.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $21.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $20.7K | 0.00% | −20−21.5% | Reduced |
| Insight Inv LLC | 11,858 | $20.3K | 0.01% | +11,858 | New |
| Silicon Valley Capital Partners | 66 | $19.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $19.2K | 0.00% | +34+100.0% | Added |
| TD Capital Management LLC | 65 | $18.4K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 65 | $18.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $18.1K | 0.02% | −12−15.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 63 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $17.8K | 0.00% | +5+8.6% | Added |
| Bogart Wealth, LLC | 56 | $15.9K | 0.00% | +2+3.7% | Added |
| Toth Financial Advisory Corp | 55 | $15.6K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 55 | $15.6K | 0.00% | −45−45.0% | Reduced |
| LRI Investments, LLC | 55 | $15.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $15.3K | 0.01% | 00.0% | Unchanged |