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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, Q4 2025

Institutional positions in lululemon athletica inc. as of Dec 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
1,012
+107 vs. Q3 2025
Shares held
89.5M
+5.15M (+6.1%) vs. Q3 2025
Total value
$18.6B
+$3.60B (+24.0%) vs. Q3 2025
New holders
246
296 more added
Sold out
139
363 more reduced

21 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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.

Institutional holdersQ4 2025: 1,012 institutions
Q1 2021: 888 institutionsQ2 2021: 932 institutionsQ3 2021: 955 institutionsQ4 2021: 1,057 institutionsQ1 2022: 977 institutionsQ2 2022: 974 institutionsQ3 2022: 978 institutionsQ4 2022: 1,062 institutionsQ1 2023: 1,063 institutionsQ2 2023: 1,087 institutionsQ3 2023: 1,088 institutionsQ4 2023: 1,233 institutionsQ1 2024: 1,191 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,084 institutionsQ4 2024: 1,233 institutionsQ1 2025: 1,138 institutionsQ2 2025: 1,051 institutionsQ3 2025: 926 institutionsQ4 2025: 1,012 institutionsQ1 2026: 958 institutionsQ2 2026: 850 institutions
Value heldQ4 2025: $18.6B
Q1 2021: $32.5BQ2 2021: $38.3BQ3 2021: $43.1BQ4 2021: $41.4BQ1 2022: $37.9BQ2 2022: $28.4BQ3 2022: $29.5BQ4 2022: $34.5BQ1 2023: $38.7BQ2 2023: $40.2BQ3 2023: $40.9BQ4 2023: $55.1BQ1 2024: $41.2BQ2 2024: $31.3BQ3 2024: $27.0BQ4 2024: $39.1BQ1 2025: $29.7BQ2 2025: $22.7BQ3 2025: $15.1BQ4 2025: $18.6BQ1 2026: $13.0BQ2 2026: $9.45B
Institutions holding LULU and their total value by quarter
QuarterHoldersValue
Q2 2026850$9.45B
Q1 2026958$13.0B
Q4 20251,012$18.6B
Q3 2025926$15.1B
Q2 20251,051$22.7B
Q1 20251,138$29.7B
Q4 20241,233$39.1B
Q3 20241,084$27.0B
Q2 20241,081$31.3B
Q1 20241,191$41.2B
Q4 20231,233$55.1B
Q3 20231,088$40.9B
Q2 20231,087$40.2B
Q1 20231,063$38.7B
Q4 20221,062$34.5B
Q3 2022978$29.5B
Q2 2022974$28.4B
Q1 2022977$37.9B
Q4 20211,057$41.4B
Q3 2021955$43.1B
Q2 2021932$38.3B
Q1 2021888$32.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding lululemon athletica inc.; share changes are against Q3 2025.

Institutions holding LULU in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Colony Group, LLC27,638$5.57M0.01%+18,845+214.3%Added
WT Asset Management Ltd27,000$5.61M0.22%+27,000New
CIBC World Markets Corp27,218$5.66M0.03%+27,218New
AustralianSuper Pty Ltd27,270$5.67M0.03%+27,270New
Impax Asset Management Group plc27,930$5.80M0.04%−810−2.8%Reduced
Czech National Bank28,455$5.91M0.04%+756+2.7%Added
Logan Capital Management Inc28,548$5.93M0.25%−141−0.5%Reduced
US Bancorp28,595$5.94M0.01%−3,436−10.7%Reduced
MetLife Investment Management28,686$5.96M0.03%−1,178−3.9%Reduced
Arizona State Retirement System29,544$6.14M0.03%−2,596−8.1%Reduced
Allianz Asset Management GmbH29,595$6.15M0.01%−18,276−38.2%Reduced
Toroso Investments, LLC30,607$6.36M0.03%+68+0.2%Added
Mackenzie Financial Corp30,309$6.37M0.01%−13,255−30.4%Reduced
Xponance, Inc.30,761$6.39M0.05%+7,859+34.3%Added
Moran Wealth Management, LLC31,244$6.49M0.20%+18,205+139.6%Added
Public Employees Retirement System of Ohio31,248$6.49M0.02%−1,634−5.0%Reduced
TD Asset Management Inc31,878$6.62M0.01%−29,072−47.7%Reduced
Advisor Group Holdings, Inc.32,743$6.80M0.01%−2,360−6.7%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund33,000$6.86M0.06%−5,200−13.6%Reduced
Lansforsakringar Fondforvaltning AB (publ)34,005$7.07M0.03%−726−2.1%Reduced
Monaco Asset Management SAM35,000$7.27M2.16%−34,000−49.3%Reduced
State of Tennessee, Treasury Department41,743$7.28M0.02%+8,711+26.4%Added
Stelac Advisory Services LLC35,074$7.29M2.58%+17,459+99.1%Added
Schroder Investment Management Group35,135$7.30M0.01%−48,274−57.9%Reduced
Calamos Advisors LLC35,213$7.32M0.03%−1,430−3.9%Reduced
Marex Group plc35,743$7.43M0.08%+6,964+24.2%Added
Alberta Investment Management Corp36,100$7.50M0.04%+36,100New
State of Michigan Retirement System36,208$7.52M0.04%+100+0.3%Added
Toronto Dominion Bank36,640$7.61M0.01%−9,170−20.0%Reduced
Resona Asset Management Co.,Ltd.36,800$7.68M0.04%−2,251−5.8%Reduced
Maxi Investments CY Ltd37,000$7.69M1.40%00.0%Unchanged
State of New Jersey Common Pension Fund D37,551$7.80M0.03%−1,194−3.1%Reduced
Mediolanum International Funds Ltd37,065$7.81M0.08%−17,253−31.8%Reduced
AQR Capital Management LLC38,493$8.00M0.00%−10,779−21.9%Reduced
Evergreen Capital Management LLC38,924$8.09M0.18%−3,374−8.0%Reduced
Two Sigma Investments, LP39,058$8.12M0.01%−55,164−58.5%Reduced
ExodusPoint Capital Management, LP39,342$8.18M0.09%+39,342New
Capula Management Ltd40,000$8.31M0.05%+40,000New
Mane Global Capital Management LP40,000$8.31M0.46%+40,000New
KLP Kapitalforvaltning AS40,700$8.46M0.03%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich40,693$8.49M0.02%+12,394+43.8%Added
Cinctive Capital Management LP40,951$8.51M0.49%+40,951New
Nomura Asset Management Co Ltd41,652$8.66M0.02%−3,736−8.2%Reduced
Stifel Financial Corp42,017$8.73M0.01%−7,264−14.7%Reduced
Northwestern Mutual Wealth Management Co43,054$8.95M0.01%+8,732+25.4%Added
Bender Robert & Associates43,328$9.00M1.87%−171−0.4%Reduced
Woodson Capital Management, LP43,500$9.04M1.40%+43,500New
PEAK6 LLC44,659$9.28M0.25%−100,387−69.2%Reduced
Gateway Investment Advisers LLC45,062$9.36M0.09%+16,901+60.0%Added
Frontier Capital Management Co LLC45,679$9.49M0.10%+45,679New
Van Eck Associates Corp46,002$9.56M0.01%−20,423−30.7%Reduced
Illinois Municipal Retirement Fund47,071$9.78M0.12%+6,220+15.2%Added
Daiwa Securities Group Inc.47,559$9.88M0.03%+21,192+80.4%Added
Aquatic Capital Management LLC47,717$9.92M0.28%−101,733−68.1%Reduced
Jones Financial Companies LLLP47,865$9.95M0.01%+36,556+323.2%Added
Asset Management One Co.,Ltd.46,860$9.96M0.03%−765−1.6%Reduced
Winslow Asset Management Inc48,962$10.2M1.88%−553−1.1%Reduced
Creative Planning50,003$10.4M0.01%+15,972+46.9%Added
Man Group plc50,025$10.4M0.02%−76,072−60.3%Reduced
Royal London Asset Management Ltd50,595$10.5M0.02%−102−0.2%Reduced
Treasurer of the State of North Carolina52,016$10.8M0.03%+4,696+9.9%Added
Prudential Financial Inc53,118$11.0M0.01%−7,238−12.0%Reduced
Easterly Investment Partners LLC53,684$11.2M0.68%−3,420−6.0%Reduced
Mitsubishi UFJ Trust & Banking Corp54,471$11.3M0.03%−68,583−55.7%Reduced
Chevy Chase Trust Holdings, Inc.54,715$11.4M0.03%−943−1.7%Reduced
Blue Sparrow, LLC55,000$11.4M0.22%+55,000New
Guggenheim Capital LLC55,394$11.5M0.08%−34,970−38.7%Reduced
Federation des caisses Desjardins du Quebec56,443$11.7M0.04%+11,506+25.6%Added
Candriam Luxembourg S.C.A.57,079$11.9M0.06%−86,819−60.3%Reduced
Swedbank AB57,433$11.9M0.01%00.0%Unchanged
State of Wisconsin Investment Board57,508$12.0M0.03%+270+0.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC57,695$12.0M0.03%+57,695New
Tyro Capital Management LLC58,639$12.2M3.79%+58,639New
Public Sector Pension Investment Board59,964$12.5M0.04%+50,522+535.1%Added
New York State Common Retirement Fund61,500$12.8M0.02%−3,957−6.0%Reduced
Pictet Asset Management Holding SA61,918$12.9M0.01%−317,943−83.7%Reduced
Envestnet Asset Management Inc62,021$12.9M0.00%+531+0.9%Added
Waratah Capital Advisors Ltd.62,266$12.9M0.98%+62,266New
Handelsbanken Fonder AB65,867$13.7M0.04%+12,086+22.5%Added
Danske Bank A/S66,406$13.8M0.03%+4,044+6.5%Added
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund67,316$14.0M0.19%+67,316New
Capstone Investment Advisors, LLC67,754$14.1M0.11%−41,383−37.9%Reduced
Blair William & Co67,756$14.1M0.04%−6,935−9.3%Reduced
Swiss Life Asset Management Ltd68,093$14.2M0.07%+23,623+53.1%Added
PFA Pension, Forsikringsaktieselskab67,260$14.2M0.04%+67,260New
Generate Investment Management Ltd68,697$14.3M0.65%+68,697New
Robeco Institutional Asset Management B.V.68,813$14.3M0.02%−153,523−69.0%Reduced
LMR Partners LLP73,299$15.2M0.15%+73,299New
Simplex Trading, LLC73,917$15.4M0.43%+49,485+202.5%Added
De Burlo Group Inc73,925$15.4M1.86%+13,800+23.0%Added
Capital Fund Management S.A.74,017$15.4M0.15%−85,574−53.6%Reduced
Carmignac Gestion74,300$15.4M0.21%−31,700−29.9%Reduced
Zuckerman Investment Group, LLC74,838$15.6M1.39%+1,890+2.6%Added
Pacific Heights Asset Management LLC75,000$15.6M0.58%+10,000+15.4%Added
Standard Life Aberdeen plc81,167$16.9M0.03%−1,645−2.0%Reduced
Wealth Enhancement Advisory Services, LLC78,608$17.0M0.02%+36,217+85.4%Added
Trillium Asset Management, LLC80,825$17.0M0.52%−21,571−21.1%Reduced
Quinn Opportunity Partners LLC83,532$17.4M0.75%+4,775+6.1%Added
Y-Intercept (Hong Kong) Ltd84,098$17.5M0.39%−24,814−22.8%Reduced
Slate Path Capital LP88,600$18.4M0.25%+88,600New