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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
149
shares
|
$50,792
0.02% of portfolio
|
Q3 2023
Added 15.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
148
shares
|
$50,451
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
148
shares
|
$50,451
0.01% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
147
shares
|
$50,110
0.01% of portfolio
|
Q4 2022
Reduced 16.95%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
144
shares
|
$49,088
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
140
shares
|
$47,724
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$47,383
0.0% of portfolio
|
Q3 2023
Added 12.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
130
shares
|
$44,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
123
shares
|
$41,929
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
121
shares
|
$41,247
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120
shares
|
$40,906
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
115
shares
|
$39,202
0.01% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
109
shares
|
$37,157
0.0% of portfolio
|
Q4 2024
Added 32.93%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
107
shares
|
$36,475
0.01% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
105
shares
|
$35,793
0.02% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
105
shares
|
$35,793
0.0% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
103
shares
|
$35,111
0.01% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
101
shares
|
$34,429
0.01% of portfolio
|
Q4 2024
Reduced 26.28%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
101
shares
|
$34,429
0.01% of portfolio
|
Q4 2024
Reduced 91.55%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
101
shares
|
$34,429
0.0% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$34,089
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
100
shares
|
$34,089
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$34,089
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
100
shares
|
$34,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
100
shares
|
$34,089
0.0% of portfolio
|
Q3 2024
Reduced 96.41%
|