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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$13,668
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$13,668
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
25
shares
|
$13,668
0.0% of portfolio
|
Q2 2025
Reduced 88.64%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
25
shares
|
$13,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
25
shares
|
$13,668
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Pier Capital, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
24
shares
|
$13,122
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
23
shares
|
$12,575
0.0% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
23
shares
|
$12,575
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$10,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
20
shares
|
$10,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
20
shares
|
$10,935
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
19
shares
|
$10,388
0.0% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
19
shares
|
$10,388
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$10,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
19
shares
|
$10,388
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$9,841
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
18
shares
|
$9,841
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
17
shares
|
$9,294
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
17
shares
|
$9,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$9,294
0.0% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
17
shares
|
$9,294
0.0% of portfolio
|
Q2 2023
Added 41.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
17
shares
|
$9,294
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
17
shares
|
$9,294
0.0% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
16
shares
|
$8,748
0.0% of portfolio
|
Q3 2022
Reduced 55.56%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
16
shares
|
$8,748
0.0% of portfolio
|
Q1 2025
New holding
|