Institutional Ownership Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA). We have compiled data on the 1,122 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
1,707
shares
|
$623,293
0.11% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,706
shares
|
$622,928
0.01% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,700
shares
|
$620,738
0.38% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,647
shares
|
$601,385
0.23% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,633
shares
|
$596,273
0.07% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
1,624
shares
|
$592,987
0.03% of portfolio
|
Q4 2024
Added 44.48%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
1,616
shares
|
$590,066
0.04% of portfolio
|
Q4 2024
Added 56.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,595
shares
|
$582,398
0.01% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,576
shares
|
$575,460
0.05% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
1,572
shares
|
$574,000
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
1,570
shares
|
$573,269
0.25% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,550
shares
|
$565,967
0.45% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,549
shares
|
$565,601
0.0% of portfolio
|
Q4 2024
Reduced 32.45%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,525
shares
|
$556,838
0.04% of portfolio
|
Q1 2021
Reduced 69.65%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
1,514
shares
|
$552,821
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
1,505
shares
|
$549,535
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$547,710
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
1,499
shares
|
$547,344
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
1,495
shares
|
$545,884
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,451
shares
|
$529,818
0.0% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
1,448
shares
|
$528,722
0.41% of portfolio
|
Q3 2022
Added 28.14%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,443
shares
|
$526,897
0.03% of portfolio
|
Q4 2024
Reduced 91.83%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,440
shares
|
$525,801
0.03% of portfolio
|
Q4 2024
Added 1271.43%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
1,437
shares
|
$524,706
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
1,432
shares
|
$522,880
0.34% of portfolio
|
Q4 2024
New holding
|