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 1,136 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
344
shares
|
$117,266
0.07% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
341
shares
|
$116,243
0.05% of portfolio
|
Q2 2024
Reduced 61.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
337
shares
|
$114,879
0.0% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
330
shares
|
$112,493
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
327
shares
|
$111,471
0.04% of portfolio
|
Q4 2024
Reduced 65.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
322
shares
|
$109,766
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
311
shares
|
$106,016
0.0% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
300
shares
|
$102,267
0.03% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
298
shares
|
$101,585
0.01% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
295
shares
|
$100,562
0.07% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
283
shares
|
$96,471
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
273
shares
|
$93,062
0.05% of portfolio
|
Q4 2024
Reduced 92.97%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
267
shares
|
$91,017
0.04% of portfolio
|
Q4 2024
Reduced 84.3%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
263
shares
|
$89,654
0.01% of portfolio
|
Q4 2024
Added 185.87%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
255
shares
|
$86,926
0.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
250
shares
|
$85,222
0.0% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
248
shares
|
$84,540
0.0% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
243
shares
|
$82,836
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
234
shares
|
$79,768
0.0% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
229
shares
|
$78,063
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
228
shares
|
$77,722
0.0% of portfolio
|
Q4 2024
Reduced 70.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
214
shares
|
$72,950
0.0% of portfolio
|
Q4 2024
Added 55.07%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
206
shares
|
$70,223
0.01% of portfolio
|
Q4 2024
Added 77.59%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
205
shares
|
$69,882
0.04% of portfolio
|
Q2 2024
Added 95.24%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
203
shares
|
$69,200
0.01% of portfolio
|
Q4 2024
Reduced 22.22%
|