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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
828
shares
|
$411,855
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
821
shares
|
$408,373
0.03% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
817
shares
|
$406,383
0.12% of portfolio
|
Q1 2025
Added 72.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
817
shares
|
$406,383
0.0% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
815
shares
|
$405,389
0.03% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
810
shares
|
$402,902
0.05% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
810
shares
|
$402,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
802
shares
|
$398,922
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
795
shares
|
$395,440
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
794
shares
|
$394,943
0.0% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
791
shares
|
$393,451
0.01% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
788
shares
|
$391,959
0.08% of portfolio
|
Q2 2021
Reduced 19.76%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
783
shares
|
$389,472
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
781
shares
|
$388,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
775
shares
|
$385,492
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
773
shares
|
$384,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
768
shares
|
$382,010
0.0% of portfolio
|
Q1 2025
Reduced 96.99%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
768
shares
|
$382,010
0.23% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
759
shares
|
$377,534
0.06% of portfolio
|
Q1 2025
Reduced 59.67%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
756
shares
|
$376,041
0.02% of portfolio
|
Q1 2025
Added 62.23%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
750
shares
|
$373,057
0.0% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
750
shares
|
$373,057
0.02% of portfolio
|
Q1 2023
Reduced 11.76%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
750
shares
|
$373,057
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
742
shares
|
$369,078
0.09% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
742
shares
|
$369,078
0.02% of portfolio
|
Q2 2025
New holding
|