Institutional Ownership Lululemon Athletica Inc. (LULU)
This table provides information about the institutional ownership of Lululemon Athletica Inc. (LULU). We have compiled data on the 1,154 institutions that hold shares in the stock, with a total of 80.5 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,553
shares
|
$265,066
0.01% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
1,551
shares
|
$264,724
0.0% of portfolio
|
Q4 2025
Added 13.79%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
1,550
shares
|
$264,554
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,546
shares
|
$263,871
0.08% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Jan 27, 2026 Q4 2025 |
1,531
shares
|
$261,311
0.11% of portfolio
|
Q4 2025
Added 19.42%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
1,530
shares
|
$261,140
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
1,522
shares
|
$259,774
0.02% of portfolio
|
Q3 2025
Reduced 60.61%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Nov 12, 2025 Q3 2025 |
1,512
shares
|
$258,068
0.16% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,507
shares
|
$257,214
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,493
shares
|
$254,825
0.06% of portfolio
|
Q3 2022
Reduced 50.98%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,487
shares
|
$253,801
0.03% of portfolio
|
Q4 2025
Added 286.23%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,465
shares
|
$250,046
0.05% of portfolio
|
Q3 2025
Added 31.04%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,449
shares
|
$247,315
0.01% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,441
shares
|
$245,949
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
1,431
shares
|
$244,243
0.0% of portfolio
|
Q4 2025
Added 25.09%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,409
shares
|
$240,488
0.06% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
1,400
shares
|
$238,952
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,397
shares
|
$238,439
0.01% of portfolio
|
Q4 2025
Reduced 18.54%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,397
shares
|
$238,439
0.01% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
1,390
shares
|
$237,245
0.02% of portfolio
|
Q4 2025
Reduced 25.83%
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
1,385
shares
|
$236,391
0.0% of portfolio
|
Q4 2025
Reduced 22.88%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,376
shares
|
$234,855
0.05% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
1,373
shares
|
$234,343
0.0% of portfolio
|
Q4 2025
Reduced 42.12%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,368
shares
|
$233,490
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,365
shares
|
$232,978
0.0% of portfolio
|
Q3 2025
Reduced 77.63%
|
|