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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
31
shares
|
$15,192
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
31
shares
|
$15,192
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$14,702
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
30
shares
|
$14,702
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$13,721
0.0% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
28
shares
|
$13,721
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
27
shares
|
$13,231
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
27
shares
|
$13,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
27
shares
|
$13,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26
shares
|
$12,741
0.0% of portfolio
|
Q1 2022
Added 2500.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26
shares
|
$12,741
0.01% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
26
shares
|
$12,741
0.01% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
26
shares
|
$12,741
0.01% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
25
shares
|
$12,251
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$12,251
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$12,251
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$12,251
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
25
shares
|
$12,251
0.0% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Pier Capital, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24
shares
|
$11,761
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
24
shares
|
$11,761
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
23
shares
|
$11,271
0.0% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
23
shares
|
$11,271
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
23
shares
|
$11,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
22
shares
|
$10,781
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
21
shares
|
$10,291
0.0% of portfolio
|
Q1 2025
Reduced 58.82%
|