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 $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
722
shares
|
$394,753
0.03% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
719
shares
|
$393,113
0.01% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
718
shares
|
$392,566
0.02% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
713
shares
|
$389,832
0.07% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
711
shares
|
$388,739
0.16% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
707
shares
|
$386,552
0.03% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
705
shares
|
$385,458
0.01% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
703
shares
|
$384,365
0.11% of portfolio
|
Q2 2025
Reduced 50.87%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
700
shares
|
$382,725
0.03% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
698
shares
|
$381,631
0.09% of portfolio
|
Q1 2024
Added 4.02%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
691
shares
|
$377,804
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
681
shares
|
$372,336
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
680
shares
|
$371,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
678
shares
|
$370,696
0.03% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
674
shares
|
$368,509
0.01% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
671
shares
|
$366,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
668
shares
|
$365,229
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
664
shares
|
$363,042
0.01% of portfolio
|
Q4 2023
Reduced 4.46%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Aug 13, 2025 Q2 2025 |
664
shares
|
$363,042
0.04% of portfolio
|
Q2 2025
Reduced 69.22%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
659
shares
|
$360,308
0.13% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
656
shares
|
$358,668
0.02% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
655
shares
|
$358,121
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
651
shares
|
$355,934
0.03% of portfolio
|
Q2 2025
Reduced 89.18%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
650
shares
|
$355,387
0.03% of portfolio
|
Q2 2025
Reduced 78.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
650
shares
|
$355,387
0.05% of portfolio
|
Q3 2023
Reduced 31.58%
|