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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
105
shares
|
$57,408
0.02% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
101
shares
|
$55,221
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
100
shares
|
$54,675
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$54,675
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$54,675
0.01% of portfolio
|
Q2 2025
Reduced 98.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
100
shares
|
$54,675
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
100
shares
|
$54,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
100
shares
|
$54,675
0.01% of portfolio
|
Q2 2025
Reduced 64.16%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
98
shares
|
$53,581
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
97
shares
|
$53,034
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
96
shares
|
$52,488
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
91
shares
|
$49,754
0.0% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
90
shares
|
$49,207
0.0% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
90
shares
|
$49,207
0.0% of portfolio
|
Q2 2025
Reduced 56.31%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
87
shares
|
$47,567
0.0% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
86
shares
|
$47,020
0.02% of portfolio
|
Q2 2025
Reduced 90.7%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
81
shares
|
$44,286
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$43,193
0.01% of portfolio
|
Q2 2024
Reduced 22.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
79
shares
|
$43,193
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
76
shares
|
$41,553
0.01% of portfolio
|
Q2 2025
Added 52.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
76
shares
|
$41,553
0.01% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
74
shares
|
$40,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
74
shares
|
$40,459
0.0% of portfolio
|
Q2 2025
Reduced 38.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
73
shares
|
$39,912
0.02% of portfolio
|
Q2 2022
Added 265.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
68
shares
|
$37,179
0.0% of portfolio
|
Q2 2025
Added 142.86%
|