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 1,246 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
107
shares
|
$56,639
0.02% of portfolio
|
Q2 2025
Added 2575.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
105
shares
|
$55,580
0.02% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
103
shares
|
$54,522
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
102
shares
|
$53,992
0.0% of portfolio
|
Q3 2025
Reduced 56.03%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
100
shares
|
$52,934
0.04% of portfolio
|
Q4 2018
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$52,934
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$52,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$52,934
0.04% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
100
shares
|
$52,934
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
100
shares
|
$52,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
100
shares
|
$52,934
0.01% of portfolio
|
Q2 2025
Reduced 64.16%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
97
shares
|
$51,345
0.01% of portfolio
|
Q3 2025
Added 977.78%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
94
shares
|
$49,757
0.02% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
91
shares
|
$48,169
0.0% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
90
shares
|
$47,640
0.0% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
90
shares
|
$47,640
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
87
shares
|
$46,052
0.0% of portfolio
|
Q3 2025
Added 690.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
85
shares
|
$44,993
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
84
shares
|
$44,464
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
81
shares
|
$42,876
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
81
shares
|
$42,876
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$41,817
0.01% of portfolio
|
Q2 2024
Reduced 22.55%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
79
shares
|
$41,817
0.01% of portfolio
|
Q3 2025
Reduced 26.17%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
78
shares
|
$41,288
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
78
shares
|
$41,288
0.01% of portfolio
|
Q3 2025
Reduced 19.59%
|
|