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 $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9
shares
|
$4,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$4,644
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
9
shares
|
$4,644
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$4,128
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
8
shares
|
$4,128
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
8
shares
|
$4,128
0.0% of portfolio
|
Q2 2025
Added 700.0%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
8
shares
|
$4,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
7
shares
|
$3,612
0.0% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
7
shares
|
$3,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7
shares
|
$3,612
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
7
shares
|
$3,612
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$3,096
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
6
shares
|
$3,096
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
5
shares
|
$2,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
5
shares
|
$2,580
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$2,580
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$2,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5
shares
|
$2,580
0.0% of portfolio
|
Q1 2025
New holding
|