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 $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
152
shares
|
$74,490
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
150
shares
|
$73,510
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
150
shares
|
$73,510
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
149
shares
|
$73,020
0.02% of portfolio
|
Q3 2023
Added 15.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
149
shares
|
$73,020
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
148
shares
|
$72,530
0.0% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
148
shares
|
$72,530
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
147
shares
|
$72,040
0.01% of portfolio
|
Q4 2022
Reduced 16.95%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
145
shares
|
$71,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$68,119
0.0% of portfolio
|
Q3 2023
Added 12.1%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
131
shares
|
$64,199
0.01% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
123
shares
|
$60,278
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
121
shares
|
$59,298
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120
shares
|
$58,808
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$58,808
0.0% of portfolio
|
Q2 2025
Added 103.39%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
120
shares
|
$58,808
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
117
shares
|
$57,338
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
115
shares
|
$56,358
0.02% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
110
shares
|
$53,907
0.01% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
110
shares
|
$53,907
0.01% of portfolio
|
Q1 2025
Added 32.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
110
shares
|
$53,907
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
107
shares
|
$52,437
0.02% of portfolio
|
Q2 2025
Reduced 55.97%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
105
shares
|
$51,457
0.02% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
103
shares
|
$50,477
0.0% of portfolio
|
Q1 2025
Added 178.38%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
103
shares
|
$50,477
0.01% of portfolio
|
Q3 2024
Reduced 11.97%
|