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 1,246 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$5,293
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
9
shares
|
$4,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
9
shares
|
$4,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
9
shares
|
$4,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
9
shares
|
$4,764
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$4,234
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
8
shares
|
$4,234
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
8
shares
|
$4,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$4,234
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$4,234
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
7
shares
|
$3,705
0.0% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
7
shares
|
$3,705
0.0% of portfolio
|
Q3 2025
Reduced 63.16%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
7
shares
|
$3,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
7
shares
|
$3,705
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
6
shares
|
$3,176
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6
shares
|
$3,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$3,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
Reduced 70.0%
|
|