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 |
|---|---|---|---|---|---|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
875
shares
|
$488,092
0.23% of portfolio
|
Q1 2023
Reduced 93.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
871
shares
|
$485,861
0.01% of portfolio
|
Q2 2025
Reduced 74.64%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
871
shares
|
$485,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
864
shares
|
$481,956
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
862
shares
|
$480,840
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
860
shares
|
$479,725
0.01% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
857
shares
|
$478,051
0.02% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
856
shares
|
$477,493
0.07% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
855
shares
|
$476,936
1.71% of portfolio
|
Q4 2023
Reduced 29.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
851
shares
|
$474,704
0.01% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
850
shares
|
$474,147
0.01% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
846
shares
|
$471,915
0.02% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
844
shares
|
$470,800
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
835
shares
|
$465,779
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
834
shares
|
$465,221
0.02% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
834
shares
|
$465,221
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
822
shares
|
$458,528
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
822
shares
|
$458,528
0.02% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
820
shares
|
$457,412
0.17% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
815
shares
|
$454,623
0.03% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
812
shares
|
$452,949
0.06% of portfolio
|
Q2 2025
Reduced 33.55%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
805
shares
|
$449,045
0.05% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
805
shares
|
$449,045
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
802
shares
|
$447,371
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
797
shares
|
$444,582
0.01% of portfolio
|
Q2 2025
New holding
|