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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
446
shares
|
$221,844
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
444
shares
|
$220,850
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
442
shares
|
$219,855
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
428
shares
|
$212,891
0.17% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
424
shares
|
$210,901
0.01% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
412
shares
|
$204,932
0.02% of portfolio
|
Q3 2022
Added 39.19%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
410
shares
|
$203,938
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
410
shares
|
$203,938
0.05% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
400
shares
|
$198,964
0.09% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
392
shares
|
$194,984
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
386
shares
|
$192,000
0.01% of portfolio
|
Q3 2024
Added 348.84%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
375
shares
|
$186,528
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
351
shares
|
$174,590
0.0% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
348
shares
|
$173,098
0.01% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
342
shares
|
$170,114
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
330
shares
|
$164,145
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
313
shares
|
$155,689
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
302
shares
|
$150,217
0.0% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
301
shares
|
$149,720
0.06% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
300
shares
|
$149,223
0.0% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
297
shares
|
$147,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
295
shares
|
$146,735
0.07% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
263
shares
|
$130,818
0.01% of portfolio
|
Q4 2024
Added 185.87%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
255
shares
|
$126,839
0.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
254
shares
|
$126,342
0.0% of portfolio
|
Q1 2025
Added 18.69%
|