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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4
shares
|
$1,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
4
shares
|
$1,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3
shares
|
$1,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$1,470
0.0% of portfolio
|
Q4 2024
Reduced 97.93%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3
shares
|
$1,470
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3
shares
|
$1,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2
shares
|
$980
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q4 2024
Reduced 94.29%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2
shares
|
$980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2
shares
|
$980
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
2
shares
|
$980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q1 2025
Reduced 99.73%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1
shares
|
$490
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$490
0.0% of portfolio
|
Q3 2024
Reduced 95.83%
|