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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,043
shares
|
$518,798
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,035
shares
|
$514,819
0.13% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,030
shares
|
$512,332
0.06% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,029
shares
|
$511,834
0.01% of portfolio
|
Q1 2025
Added 23.68%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,022
shares
|
$508,353
0.01% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
1,019
shares
|
$506,860
0.01% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,010
shares
|
$502,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
1,007
shares
|
$500,891
0.01% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,004
shares
|
$499,399
0.04% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,002
shares
|
$498,404
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$497,410
0.41% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$497,410
0.33% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$497,410
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
997
shares
|
$495,917
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
980
shares
|
$487,461
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
979
shares
|
$486,964
0.0% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
972
shares
|
$483,482
0.24% of portfolio
|
Q1 2024
Reduced 69.05%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
970
shares
|
$482,487
0.04% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
967
shares
|
$480,995
0.03% of portfolio
|
Q2 2025
Reduced 88.75%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
965
shares
|
$480,000
0.07% of portfolio
|
Q2 2025
Added 77.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
963
shares
|
$479,005
0.02% of portfolio
|
Q1 2025
Added 152.76%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
960
shares
|
$477,513
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
957
shares
|
$476,021
0.12% of portfolio
|
Q1 2025
Reduced 84.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
953
shares
|
$474,031
0.0% of portfolio
|
Q1 2025
Reduced 52.61%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
941
shares
|
$468,062
0.01% of portfolio
|
Q1 2025
Reduced 58.56%
|