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 1,200 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,120
shares
|
$624,758
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,118
shares
|
$623,642
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,107
shares
|
$617,506
0.03% of portfolio
|
Q3 2022
Added 7.89%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
1,102
shares
|
$614,717
0.03% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,096
shares
|
$611,370
0.02% of portfolio
|
Q2 2020
Reduced 92.75%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,090
shares
|
$608,023
0.11% of portfolio
|
Q2 2025
Added 48.91%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
1,084
shares
|
$604,676
0.03% of portfolio
|
Q2 2025
Reduced 32.25%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
1,077
shares
|
$600,772
0.18% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,075
shares
|
$599,656
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,056
shares
|
$589,057
0.05% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
1,050
shares
|
$585,711
0.05% of portfolio
|
Q2 2025
Reduced 30.46%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,042
shares
|
$581,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,035
shares
|
$577,343
0.13% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,030
shares
|
$574,554
0.06% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,024
shares
|
$571,207
0.02% of portfolio
|
Q2 2025
Reduced 56.15%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,022
shares
|
$570,092
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,018
shares
|
$567,860
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,018
shares
|
$567,860
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,014
shares
|
$565,629
0.01% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
1,012
shares
|
$564,513
0.01% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
1,010
shares
|
$563,398
0.02% of portfolio
|
Q2 2025
Reduced 44.2%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
1,002
shares
|
$558,935
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,002
shares
|
$558,935
0.02% of portfolio
|
Q2 2025
Added 64.26%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,001
shares
|
$558,377
0.04% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$557,820
0.2% of portfolio
|
Q2 2025
New holding
|