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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
28
shares
|
$9,544
0.0% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
28
shares
|
$9,544
0.02% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
27
shares
|
$9,204
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
27
shares
|
$9,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
27
shares
|
$9,204
0.0% of portfolio
|
Q4 2024
Reduced 91.92%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$8,863
0.0% of portfolio
|
Q4 2024
Added 36.84%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26
shares
|
$8,863
0.0% of portfolio
|
Q1 2022
Added 2500.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
26
shares
|
$8,863
0.01% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$8,522
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$8,522
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
25
shares
|
$8,522
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
25
shares
|
$8,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Feb 11, 2025 Q4 2024 |
24
shares
|
$8,181
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
24
shares
|
$8,181
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
24
shares
|
$8,181
0.0% of portfolio
|
Q4 2022
Added 166.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
23
shares
|
$7,840
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
23
shares
|
$7,840
0.0% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
23
shares
|
$7,840
0.0% of portfolio
|
Q4 2024
Reduced 73.56%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
22
shares
|
$7,499
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
21
shares
|
$7,158
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
20
shares
|
$6,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
20
shares
|
$6,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
19
shares
|
$6,476
0.0% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
19
shares
|
$6,476
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
19
shares
|
$6,476
0.0% of portfolio
|
Q4 2024
Reduced 9.52%
|