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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
16
shares
|
$8,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16
shares
|
$8,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
15
shares
|
$8,201
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$8,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
15
shares
|
$8,201
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
15
shares
|
$8,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$8,201
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
14
shares
|
$7,654
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
14
shares
|
$7,654
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
14
shares
|
$7,654
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
14
shares
|
$7,654
0.0% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13
shares
|
$7,107
0.0% of portfolio
|
Q2 2022
Reduced 7.14%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
12
shares
|
$6,561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
12
shares
|
$6,561
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
12
shares
|
$6,561
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$6,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
11
shares
|
$6,014
0.0% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
11
shares
|
$6,014
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$5,467
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$5,467
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
10
shares
|
$5,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
10
shares
|
$5,467
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
10
shares
|
$5,467
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
9
shares
|
$4,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$4,920
0.0% of portfolio
|
Q2 2025
Added 28.57%
|