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 1,112 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,191
shares
|
$592,415
0.08% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,185
shares
|
$589,430
0.11% of portfolio
|
Q2 2025
Added 23600.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,179
shares
|
$586,446
0.02% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
May 15, 2025 Q1 2025 |
1,168
shares
|
$580,974
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
1,165
shares
|
$579,482
0.02% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,164
shares
|
$578,985
0.01% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,160
shares
|
$576,995
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
1,157
shares
|
$575,503
0.19% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,151
shares
|
$572,518
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
1,151
shares
|
$572,518
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
1,150
shares
|
$572,021
0.2% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,147
shares
|
$570,529
0.03% of portfolio
|
Q2 2022
Added 30.79%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,144
shares
|
$569,037
0.02% of portfolio
|
Q1 2025
Added 463.55%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
1,143
shares
|
$568,539
0.04% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
1,125
shares
|
$559,586
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
1,121
shares
|
$557,596
0.13% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,120
shares
|
$557,099
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,120
shares
|
$557,099
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,107
shares
|
$550,632
0.03% of portfolio
|
Q3 2022
Added 7.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,096
shares
|
$545,161
0.02% of portfolio
|
Q2 2020
Reduced 92.75%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,090
shares
|
$542,176
0.11% of portfolio
|
Q2 2025
Added 48.91%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
1,083
shares
|
$538,695
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
1,072
shares
|
$533,223
0.0% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
1,056
shares
|
$525,264
0.01% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,056
shares
|
$525,264
0.05% of portfolio
|
Q2 2025
Added 26.62%
|