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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
19
shares
|
$6,476
0.01% of portfolio
|
Q4 2024
Added 375.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
18
shares
|
$6,136
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
18
shares
|
$6,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
18
shares
|
$6,136
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
18
shares
|
$6,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
17
shares
|
$5,795
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
17
shares
|
$5,795
0.0% of portfolio
|
Q2 2023
Added 41.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
17
shares
|
$5,795
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
17
shares
|
$5,795
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
16
shares
|
$5,454
0.0% of portfolio
|
Q3 2022
Reduced 55.56%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
16
shares
|
$5,454
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
16
shares
|
$5,454
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
16
shares
|
$5,454
0.0% of portfolio
|
Q4 2024
Added 433.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
15
shares
|
$5,113
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
15
shares
|
$5,113
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$5,113
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
15
shares
|
$5,113
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$4,772
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
14
shares
|
$4,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
14
shares
|
$4,772
0.0% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$4,431
0.0% of portfolio
|
Q2 2022
Reduced 7.14%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
13
shares
|
$4,431
0.0% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$4,090
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$4,090
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
12
shares
|
$4,090
0.0% of portfolio
|
Q4 2024
New holding
|