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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
40
shares
|
$21,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
40
shares
|
$21,870
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
39
shares
|
$21,323
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
36
shares
|
$19,683
0.0% of portfolio
|
Q2 2025
Added 89.47%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
36
shares
|
$19,683
0.0% of portfolio
|
Q2 2025
Added 414.29%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
36
shares
|
$19,683
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$19,136
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
35
shares
|
$19,136
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
35
shares
|
$19,136
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
34
shares
|
$18,589
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
33
shares
|
$18,042
0.0% of portfolio
|
Q3 2024
Added 371.43%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
33
shares
|
$18,042
0.01% of portfolio
|
Q2 2025
Reduced 67.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
32
shares
|
$17,496
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
31
shares
|
$16,949
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
31
shares
|
$16,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
31
shares
|
$16,949
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$16,402
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
30
shares
|
$16,402
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
30
shares
|
$16,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$15,309
0.0% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$14,762
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
27
shares
|
$14,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
27
shares
|
$14,762
0.0% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26
shares
|
$14,215
0.0% of portfolio
|
Q1 2022
Added 2500.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
26
shares
|
$14,215
0.01% of portfolio
|
Q2 2024
Reduced 21.21%
|