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 1,112 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
15
shares
|
$7,351
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$7,351
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
14
shares
|
$6,860
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
14
shares
|
$6,860
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
14
shares
|
$6,860
0.0% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13
shares
|
$6,370
0.0% of portfolio
|
Q2 2022
Reduced 7.14%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
13
shares
|
$6,370
0.0% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
13
shares
|
$6,370
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
13
shares
|
$6,370
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
12
shares
|
$5,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$5,880
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$5,880
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$5,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
12
shares
|
$5,880
0.0% of portfolio
|
Q1 2025
Reduced 94.74%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
11
shares
|
$5,390
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
11
shares
|
$5,390
0.0% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
11
shares
|
$5,390
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
10
shares
|
$4,900
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$4,900
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
10
shares
|
$4,900
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
10
shares
|
$4,900
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
10
shares
|
$4,900
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
9
shares
|
$4,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9
shares
|
$4,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$4,410
0.0% of portfolio
|
Q2 2025
Added 28.57%
|