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 |
---|---|---|---|---|---|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
9
shares
|
$4,410
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
9
shares
|
$4,410
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$3,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
8
shares
|
$3,920
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
7
shares
|
$3,430
0.0% of portfolio
|
Q1 2023
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7
shares
|
$3,430
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7
shares
|
$3,430
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
6
shares
|
$2,940
0.0% of portfolio
|
Q3 2021
New holding
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6
shares
|
$2,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
6
shares
|
$2,940
0.0% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
6
shares
|
$2,940
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$2,940
0.0% of portfolio
|
Q2 2023
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$2,940
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$2,450
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5
shares
|
$2,450
0.0% of portfolio
|
Q2 2023
New holding
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
5
shares
|
$2,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
5
shares
|
$2,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
5
shares
|
$2,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4
shares
|
$1,960
0.0% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
4
shares
|
$1,960
0.0% of portfolio
|
Q1 2025
Reduced 99.54%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$1,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
4
shares
|
$1,960
0.1% of portfolio
|
Q4 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4
shares
|
$1,960
0.0% of portfolio
|
Q1 2023
New holding
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
4
shares
|
$1,960
0.0% of portfolio
|
Q4 2024
Added 33.33%
|