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 1,200 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 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
|
$81,465
0.02% of portfolio
|
Q3 2023
Added 15.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
148
shares
|
$80,919
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
147
shares
|
$80,372
0.0% of portfolio
|
Q2 2025
Reduced 98.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
147
shares
|
$80,372
0.01% of portfolio
|
Q4 2022
Reduced 16.95%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
147
shares
|
$80,372
0.0% of portfolio
|
Q2 2025
Reduced 98.03%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$75,998
0.0% of portfolio
|
Q3 2023
Added 12.1%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
133
shares
|
$72,717
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
130
shares
|
$71,077
0.01% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
130
shares
|
$71,077
0.01% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
129
shares
|
$70,530
0.0% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
125
shares
|
$68,343
0.01% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
124
shares
|
$67,797
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
123
shares
|
$67,250
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120
shares
|
$65,610
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$65,610
0.0% of portfolio
|
Q2 2025
Added 103.39%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
120
shares
|
$65,610
0.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
117
shares
|
$63,969
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
117
shares
|
$63,969
0.0% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
116
shares
|
$63,423
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
115
shares
|
$62,876
0.02% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
112
shares
|
$61,236
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
110
shares
|
$60,142
0.01% of portfolio
|
Q1 2025
Added 32.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
110
shares
|
$60,142
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
107
shares
|
$58,502
0.02% of portfolio
|
Q2 2025
Added 2575.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
107
shares
|
$58,502
0.02% of portfolio
|
Q2 2025
Reduced 55.97%
|