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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
100
shares
|
$49,007
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
100
shares
|
$49,007
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$49,007
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
100
shares
|
$49,007
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
100
shares
|
$49,007
0.01% of portfolio
|
Q2 2025
Reduced 64.16%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
98
shares
|
$48,026
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
96
shares
|
$47,046
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
96
shares
|
$47,046
0.0% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
91
shares
|
$44,596
0.0% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
90
shares
|
$44,106
0.0% of portfolio
|
Q2 2025
Reduced 56.31%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
87
shares
|
$42,636
0.0% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
86
shares
|
$42,146
0.02% of portfolio
|
Q1 2025
Added 218.52%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
84
shares
|
$41,165
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
81
shares
|
$39,695
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
80
shares
|
$39,205
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$38,715
0.01% of portfolio
|
Q2 2024
Reduced 22.55%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
76
shares
|
$37,245
0.01% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
74
shares
|
$36,265
0.0% of portfolio
|
Q2 2025
Reduced 38.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
73
shares
|
$35,775
0.02% of portfolio
|
Q2 2022
Added 265.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
62
shares
|
$30,384
0.0% of portfolio
|
Q4 2024
Added 121.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
60
shares
|
$29,404
0.01% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
60
shares
|
$29,404
0.01% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
58
shares
|
$28,424
0.0% of portfolio
|
Q1 2025
Reduced 42.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
58
shares
|
$28,424
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
54
shares
|
$26,463
0.0% of portfolio
|
Q2 2025
Added 20.0%
|